10,000+ stock pitches from top investors available on joinyellowbrick.com
Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2020-08-14 (Q2 2020) | Holdings: 80 | Value: $5.4B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| FATE - FATE THERAPEUTICS INC | Add 13% ($48.5M) | 8.00% | $433.3M | -96.50% | +52.56% | +153.19% | |
| FOLD - AMICUS THERAPEUTICS INC | Reduce 1% $(3.6M) | 6.94% | $376.2M | -61.02% | +54.01% | -30.48% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 3% $(8.2M) | 5.49% | $297.3M | +46.35% | -38.61% | ||
| ADCT - ADC THERAPEUTICS SA | New Purchase | 4.78% | $258.7M | -92.40% | -14.32% | -34.51% | |
| ARGX - ARGENX SE | Reduce 4% $(10.6M) | 4.30% | $233.1M | +125.10% | +8.17% | +27.96% | |
| IGMS - IGM BIOSCIENCES INC | 4.24% | $229.5M | -97.74% | +4.23% | +38.70% | ||
| BNTX - BIONTECH SE | New Purchase | 3.78% | $204.8M | +52.57% | +32.46% | +396.60% | |
| ALLK - ALLAKOS INC | Reduce 12% $(25.7M) | 3.47% | $188.2M | +12.80% | -9.80% | ||
| PRNB - PRINCIPIA BIOPHARMA INC | Add 20% ($27.0M) | 2.99% | $162.2M | ||||
| MNTA - MOMENTA PHARMACEUTICALS INC | Reduce 9% $(15.6M) | 2.89% | $156.5M | ||||
| EPZM - EPIZYME INC | Reduce 3% $(4.5M) | 2.52% | $136.3M | -5.35% | -57.59% | ||
| IMMU - IMMUNOMEDICS INC | New Purchase | 2.28% | $123.7M | ||||
| PLRX - PLIANT THERAPEUTICS INC | New Purchase | 2.04% | $110.7M | -94.68% | +6.70% | -21.33% | |
| ONEM - 1LIFE HEALTHCARE INC | Reduce 4% $(4.1M) | 2.02% | $109.3M | +13.60% | -17.92% | ||
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 29% ($22.6M) | 1.84% | $99.7M | -97.36% | +60.87% | +2.22% | |
| BEAM - BEAM THERAPEUTICS INC | 1.74% | $94.0M | -24.62% | +63.62% | +352.26% | ||
| CI - CIGNA CORP NEW | Add 62% ($34.8M) | 1.68% | $91.2M | +85.50% | +19.09% | +16.01% | |
| APRE - APREA THERAPEUTICS INC | 1.62% | $88.0M | |||||
| RGNX - REGENXBIO INC | Reduce 4% $(3.7M) | 1.52% | $82.4M | -72.84% | +13.41% | -1.62% | |
| ZNTL - ZENTALIS PHARMACEUTICALS INC | New Purchase | 1.47% | $79.8M | -95.91% | +19.72% | +52.77% | |
| REPL - REPLIMUNE GROUP INC | Add 4% ($3.1M) | 1.42% | $77.1M | -59.44% | +94.10% | +27.26% | |
| RPTX - REPARE THERAPEUTICS INC | New Purchase | 1.37% | $74.0M | -94.14% | +15.45% | +42.28% | |
| GNMK - GENMARK DIAGNOSTICS INC | New Purchase | 1.33% | $72.1M | -12.01% | |||
| NLTX - NEOLEUKIN THERAPEUTICS INC | 1.24% | $67.1M | |||||
| HRC - HILL ROM HLDGS INC | New Purchase | 1.19% | $64.2M | +0.10% | +40.08% | ||
| SAN - SANOFI | New Purchase | 1.15% | $62.6M | +7.74% | -0.45% | +4.64% | |
| STOK - STOKE THERAPEUTICS INC | Add 16% ($8.0M) | 1.10% | $59.6M | -60.23% | +54.76% | -15.37% | |
| NVRO - NEVRO CORP | Reduce 30% $(24.9M) | 1.10% | $59.5M | +24.98% | -24.24% | ||
| KRYS - KRYSTAL BIOTECH INC | Add 34% ($14.8M) | 1.08% | $58.4M | +208.62% | -3.71% | +26.12% | |
| TCDA - TRICIDA INC | 1.07% | $58.2M | -57.35% | -74.18% | |||
| QURE - UNIQURE NV | Reduce 55% $(68.8M) | 1.04% | $56.2M | -62.94% | +7.98% | -29.92% | |
| IMGN - IMMUNOGEN INC | Reduce 28% $(21.7M) | 1.02% | $55.2M | +56.25% | +41.30% | ||
| CYRX - CRYOPORT INC | 1.02% | $55.0M | -78.67% | +57.97% | +76.25% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | 0.97% | $52.4M | +178.96% | +193.24% | +198.69% | ||
| PPD - PPD INC | Add 50% ($17.2M) | 0.96% | $51.8M | +13.30% | +47.65% | ||
| AMED - AMEDISYS INC | Add 27% ($9.6M) | 0.83% | $44.9M | -57.79% | +5.47% | -20.93% | |
| DVAX - DYNAVAX TECHNOLOGIES CORP | New Purchase | 0.83% | $44.9M | +53.27% | -34.38% | +80.21% | |
| BIIB - BIOGEN INC | Reduce 72% $(114.2M) | 0.80% | $43.4M | -56.34% | -13.42% | +18.51% | |
| AXNX - AXONICS MODULATION TECHNOLOG | Reduce 21% $(11.1M) | 0.77% | $41.9M | +8.24% | +55.65% | ||
| MRK - MERCK & CO. INC | Reduce 34% $(20.4M) | 0.75% | $40.5M | +15.27% | -4.17% | +0.17% | |
| DXCM - DEXCOM INC | Reduce 25% $(13.0M) | 0.73% | $39.4M | -24.46% | -20.73% | +18.00% | |
| NVS - NOVARTIS AG | Reduce 33% $(18.7M) | 0.71% | $38.4M | +62.60% | +1.14% | +13.25% | |
| ICUI - ICU MED INC | New Purchase | 0.69% | $37.1M | -31.00% | +1.32% | +2.78% | |
| GMAB - GENMAB A/S | Reduce 32% $(16.7M) | 0.66% | $35.8M | -41.40% | -3.56% | +25.96% | |
| BSX - BOSTON SCIENTIFIC CORP | New Purchase | 0.58% | $31.5M | +159.13% | -2.79% | +14.16% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 57% $(40.5M) | 0.57% | $30.6M | +3.13% | +11.46% | +31.74% | |
| CTLT - CATALENT INC | Reduce 18% $(6.8M) | 0.56% | $30.3M | +19.84% | +37.60% | ||
| LMNX - LUMINEX CORP DEL | New Purchase | 0.55% | $29.9M | -27.82% | |||
| EIDX - EIDOS THERAPEUTICS INC | Reduce 14% $(4.6M) | 0.52% | $28.3M | +96.87% | |||
| ZYME - ZYMEWORKS INC | Reduce 10% $(3.1M) | 0.52% | $28.3M | -57.10% | +41.34% | +8.70% | |
| ARDX - ARDELYX INC | Reduce 100% | 0.00% | $0.00 | +0.71% | +3.55% | -73.36% | |
| BCEL - ATRECA INC | Reduce 100% | 0.00% | $0.00 | ||||
| CNC - CENTENE CORP DEL | Reduce 100% | 0.00% | $0.00 | -7.03% | +4.85% | -0.74% | |
| GRTS - GRITSTONE ONCOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| HOOK - HOOKIPA PHARMA INC | Reduce 100% | 0.00% | $0.00 | ||||
| ODTC - ODONATE THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PRAH - PRA HEALTH SCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| SGEN - SEATTLE GENETICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SWAV - SHOCKWAVE MED INC | Reduce 100% | 0.00% | $0.00 | +73.05% | +246.87% | ||
| TNDM - TANDEM DIABETES CARE INC | Reduce 100% | 0.00% | $0.00 | -68.19% | -0.55% | +13.11% | |
| TCRR - TCR2 THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | +52.73% | -24.11% | ||
| TWST - TWIST BIOSCIENCE CORP | Reduce 100% | 0.00% | $0.00 | -26.58% | +55.34% | +42.79% | |
| WVE - WAVE LIFE SCIENCES LTD | Reduce 100% | 0.00% | $0.00 | ||||