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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2020-05-15 (Q1 2020) | Holdings: 69 | Value: $3.6B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| FATE - FATE THERAPEUTICS INC | 6.98% | $249.1M | -95.98% | +18.12% | +153.87% | ||
| FOLD - AMICUS THERAPEUTICS INC | 6.52% | $232.7M | -53.64% | +20.63% | -25.32% | ||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Add 9% ($16.7M) | 5.91% | $210.6M | -15.75% | -37.24% | ||
| BIIB - BIOGEN INC | Add 29% ($41.7M) | 5.23% | $186.4M | -60.94% | -10.75% | -13.46% | |
| IGMS - IGM BIOSCIENCES INC | 4.95% | $176.5M | -98.11% | -15.81% | +10.05% | ||
| ARGX - ARGENX SE | Reduce 6% $(9.4M) | 4.00% | $142.5M | +242.28% | +51.64% | +76.66% | |
| MNTA - MOMENTA PHARMACEUTICALS INC | Add 60% ($52.7M) | 3.95% | $140.8M | -9.48% | |||
| EPZM - EPIZYME INC | 3.81% | $136.0M | -31.59% | -50.85% | |||
| PRNB - PRINCIPIA BIOPHARMA INC | Reduce 17% $(27.4M) | 3.76% | $134.3M | +54.00% | |||
| ALLK - ALLAKOS INC | Reduce 2% $(2.5M) | 3.71% | $132.4M | +32.05% | +46.35% | ||
| QURE - UNIQURE NV | Add 9% ($10.4M) | 3.69% | $131.6M | -74.69% | -31.01% | -46.84% | |
| APRE - APREA THERAPEUTICS INC | 2.21% | $78.9M | |||||
| RGNX - REGENXBIO INC | Reduce 7% $(5.5M) | 2.12% | $75.7M | -78.41% | -17.76% | -12.49% | |
| SGEN - SEATTLE GENETICS INC | New Purchase | 2.12% | $75.7M | -0.36% | -8.88% | ||
| NVRO - NEVRO CORP | Reduce 25% $(23.3M) | 1.98% | $70.6M | +11.04% | +18.63% | ||
| MRK - MERCK & CO. INC | New Purchase | 1.70% | $60.7M | +20.89% | +5.47% | +1.79% | |
| BEAM - BEAM THERAPEUTICS INC | New Purchase | 1.70% | $60.5M | -24.49% | +1.33% | +207.33% | |
| UNH - UNITEDHEALTH GROUP INC | Add 19% ($9.5M) | 1.69% | $60.1M | +11.55% | +7.84% | +39.05% | |
| IMGN - IMMUNOGEN INC | Add 14% ($7.1M) | 1.60% | $57.1M | -18.72% | +47.80% | ||
| TNDM - TANDEM DIABETES CARE INC | Reduce 25% $(18.7M) | 1.59% | $56.7M | -77.33% | +13.09% | -12.74% | |
| ONEM - 1LIFE HEALTHCARE INC | New Purchase | 1.59% | $56.7M | -13.09% | -1.41% | ||
| NVS - NOVARTIS A G | Add 14% ($6.6M) | 1.51% | $53.9M | +63.87% | +1.55% | +6.99% | |
| CI - CIGNA CORP NEW | Add 104% ($27.1M) | 1.49% | $53.3M | +74.16% | -6.68% | +36.16% | |
| STOK - STOKE THERAPEUTICS INC | Add 112% ($26.2M) | 1.39% | $49.6M | -55.72% | +9.87% | +34.67% | |
| CNC - CENTENE CORP DEL | Reduce 47% $(43.3M) | 1.37% | $49.0M | -20.65% | -7.74% | +1.53% | |
| TCDA - TRICIDA INC | 1.31% | $46.8M | -53.25% | -84.79% | |||
| NLTX - NEOLEUKIN THERAPEUTICS INC | Add 110% ($24.1M) | 1.29% | $46.0M | ||||
| KRYS - KRYSTAL BIOTECH INC | Reduce 4% $(1.7M) | 1.28% | $45.5M | +120.15% | -25.32% | +11.48% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 14% ($5.5M) | 1.26% | $45.0M | -97.15% | +10.94% | +27.85% | |
| AXNX - AXONICS MODULATION TECHNOLOG | Reduce 2% $(625.1K) | 1.07% | $38.3M | +22.01% | +50.85% | ||
| PRAH - PRA HEALTH SCIENCES INC | Reduce 2% $(589.6K) | 1.03% | $36.8M | +6.05% | +78.52% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 2% $(615.2K) | 0.98% | $35.0M | +107.66% | -23.04% | +62.44% | |
| DXCM - DEXCOM INC | New Purchase | 0.98% | $34.8M | -23.76% | +3.74% | -23.44% | |
| EIDX - EIDOS THERAPEUTICS INC | Reduce 2% $(573.2K) | 0.95% | $33.8M | +1.13% | |||
| GMAB - GENMAB A/S | Add 65% ($13.0M) | 0.92% | $32.8M | -26.01% | +28.79% | +31.02% | |
| AMED - AMEDISYS INC | Reduce 2% $(642.4K) | 0.91% | $32.6M | -48.10% | +23.80% | +33.23% | |
| CYRX - CRYOPORT INC | New Purchase | 0.87% | $31.0M | -71.88% | +35.26% | +106.55% | |
| ZYME - ZYMEWORKS INC | New Purchase | 0.86% | $30.8M | -66.76% | -20.87% | -21.76% | |
| REPL - REPLIMUNE GROUP INC | Add 8% ($2.1M) | 0.83% | $29.7M | -54.72% | +15.89% | +69.08% | |
| WVE - WAVE LIFE SCIENCES LTD | Reduce 12% $(3.7M) | 0.77% | $27.4M | -35.99% | -15.49% | -42.49% | |
| CTLT - CATALENT INC | New Purchase | 0.74% | $26.3M | +21.37% | +36.03% | ||
| PPD - PPD INC | New Purchase | 0.64% | $23.0M | +11.46% | +63.99% | ||
| ARDX - ARDELYX INC | Reduce 2% $(545.2K) | 0.62% | $22.2M | -52.50% | -22.30% | -10.13% | |
| ODTC - ODONATE THERAPEUTICS INC | Reduce 10% $(2.3M) | 0.55% | $19.5M | +22.48% | -89.22% | ||
| BCEL - ATRECA INC | New Purchase | 0.52% | $18.7M | -26.64% | -52.33% | ||
| SWAV - SHOCKWAVE MED INC | Reduce 2% $(335.1K) | 0.52% | $18.5M | +26.93% | +263.70% | ||
| TWST - TWIST BIOSCIENCE CORP | New Purchase | 0.51% | $18.0M | -12.25% | +72.52% | +129.12% | |
| GRTS - GRITSTONE ONCOLOGY INC | Reduce 2% $(281.7K) | 0.50% | $17.9M | -50.00% | +30.03% | ||
| HOOK - HOOKIPA PHARMA INC | Reduce 2% $(247.6K) | 0.43% | $15.4M | -98.64% | +5.21% | +88.33% | |
| TCRR - TCR2 THERAPEUTICS INC | Reduce 2% $(246.9K) | 0.38% | $13.7M | +99.79% | +104.13% | ||
| AKRO - AKERO THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ELV - ANTHEM INC | Reduce 100% | 0.00% | $0.00 | +50.77% | -0.34% | +39.95% | |
| BOLD - AUDENTES THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BSX - BOSTON SCIENTIFIC CORP | Reduce 100% | 0.00% | $0.00 | +153.52% | +10.04% | +16.67% | |
| BMY - BRISTOL MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | +7.18% | -1.25% | +3.99% | |
| CABA - CABALETTA BIO INC | Reduce 100% | 0.00% | $0.00 | -46.57% | +69.93% | +30.63% | |
| FTSV - FORTY SEVEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| GH - GUARDANT HEALTH INC | Reduce 100% | 0.00% | $0.00 | -63.84% | -10.38% | +14.38% | |
| HCA - HCA HEALTHCARE INC | Reduce 100% | 0.00% | $0.00 | +230.11% | +31.00% | +104.86% | |
| PTCT - PTC THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| XERS - XERIS PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||