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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2020-11-16 (Q3 2020) | Holdings: 81 | 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.
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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 | 9.27% | $504.8M | -97.68% | +97.89% | +2.53% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 7% $(26.4M) | 5.98% | $325.8M | -74.45% | -45.88% | -48.33% | |
| IMMU - IMMUNOMEDICS INC | Reduce 7% $(21.7M) | 5.05% | $275.1M | ||||
| ARGX - ARGENX SE | Reduce 4% $(12.2M) | 4.76% | $259.5M | +107.08% | +42.68% | +15.64% | |
| IGMS - IGM BIOSCIENCES INC | Add 9% ($20.8M) | 4.64% | $252.8M | -97.85% | +79.36% | +12.84% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 4% $(10.5M) | 4.50% | $245.0M | -29.69% | -86.53% | ||
| ADCT - ADC THERAPEUTICS SA | Add 15% ($27.3M) | 3.85% | $209.6M | -91.05% | -6.76% | -26.17% | |
| ALLK - ALLAKOS INC | Reduce 7% $(15.8M) | 3.63% | $197.6M | +36.87% | -17.04% | ||
| GILD - GILEAD SCIENCES INC | New Purchase | 3.33% | $181.4M | +114.74% | +8.28% | +15.83% | |
| OSH - OAK STR HEALTH INC | New Purchase | 2.60% | $141.7M | +34.47% | -13.12% | ||
| ANNX - ANNEXON INC | New Purchase | 1.91% | $104.1M | -89.81% | +26.96% | -37.15% | |
| EPZM - EPIZYME INC | Reduce 2% $(2.1M) | 1.82% | $99.2M | -6.36% | -65.25% | ||
| ONEM - 1LIFE HEALTHCARE INC | Add 11% ($9.5M) | 1.74% | $94.9M | +67.47% | -33.74% | ||
| BIIB - BIOGEN INC | Add 102% ($46.8M) | 1.71% | $92.9M | -49.62% | +10.15% | +2.87% | |
| NRIX - NURIX THERAPEUTICS INC | New Purchase | 1.66% | $90.5M | -63.86% | +23.70% | +5.23% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 1% ($1.2M) | 1.65% | $89.9M | -98.34% | -5.13% | -7.77% | |
| KYMR - KYMERA THERAPEUTICS INC | New Purchase | 1.62% | $88.3M | -0.32% | +27.09% | +34.34% | |
| SAN - SANOFI | Add 42% ($26.0M) | 1.61% | $87.4M | +8.55% | -5.76% | +3.68% | |
| BNTX - BIONTECH SE | Reduce 60% $(126.9M) | 1.57% | $85.5M | +18.44% | +27.60% | +205.62% | |
| STOK - STOKE THERAPEUTICS INC | Add 2% ($1.6M) | 1.57% | $85.4M | -74.29% | +35.07% | -37.33% | |
| BEAM - BEAM THERAPEUTICS INC | Reduce 1% $(731.1K) | 1.50% | $81.9M | -54.83% | +183.04% | +136.43% | |
| ZNTL - ZENTALIS PHARMACEUTICALS INC | Add 46% ($25.2M) | 1.46% | $79.5M | -96.56% | -6.96% | +97.71% | |
| PLRX - PLIANT THERAPEUTICS INC | Reduce 1% $(428.1K) | 1.41% | $76.8M | -94.95% | +23.15% | -37.21% | |
| REPL - REPLIMUNE GROUP INC | Add 7% ($5.2M) | 1.41% | $76.7M | -79.53% | -21.27% | -28.22% | |
| RPTX - REPARE THERAPEUTICS INC | Add 1% ($578.5K) | 1.36% | $74.0M | -94.87% | +19.82% | -1.56% | |
| AKRO - AKERO THERAPEUTICS INC | New Purchase | 1.32% | $71.9M | +98.63% | +17.26% | -7.85% | |
| CI - CIGNA CORP NEW | Reduce 18% $(15.1M) | 1.23% | $67.2M | +57.54% | -3.62% | +1.83% | |
| GNMK - GENMARK DIAGNOSTICS INC | Reduce 4% $(2.7M) | 1.23% | $66.9M | +61.06% | |||
| KRYS - KRYSTAL BIOTECH INC | Add 7% ($4.0M) | 1.19% | $64.7M | +216.38% | +80.34% | +17.58% | |
| ALVR - ALLOVIR INC | New Purchase | 1.18% | $64.2M | +34.76% | -31.23% | ||
| NVRO - NEVRO CORP | Reduce 8% $(5.3M) | 1.18% | $64.0M | +5.02% | -45.39% | ||
| RGNX - REGENXBIO INC | 1.13% | $61.3M | -75.85% | +26.04% | -11.25% | ||
| TCRR - TCR2 THERAPEUTICS INC | New Purchase | 1.04% | $56.8M | +8.63% | -75.55% | ||
| APRE - APREA THERAPEUTICS INC | 1.00% | $54.6M | |||||
| BSX - BOSTON SCIENTIFIC CORP | Add 58% ($20.0M) | 1.00% | $54.3M | +185.63% | +5.66% | +17.24% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Add 1% ($442.3K) | 0.94% | $51.3M | -5.12% | +35.37% | -10.29% | |
| ZYME - ZYMEWORKS INC | Add 41% ($14.8M) | 0.94% | $51.3M | -69.83% | -2.08% | -53.23% | |
| NLTX - NEOLEUKIN THERAPEUTICS INC | Add 3% ($1.6M) | 0.92% | $50.1M | ||||
| RCEL - AVITA THERAPEUTICS INC | New Purchase | 0.82% | $44.8M | -76.35% | +14.19% | -28.96% | |
| QURE - UNIQURE NV | Reduce 9% $(4.4M) | 0.76% | $41.6M | -65.68% | -20.45% | -31.98% | |
| AXNX - AXONICS MODULATION TECHNOLOG | Reduce 38% $(23.0M) | 0.69% | $37.8M | +20.53% | +37.98% | ||
| IMGN - IMMUNOGEN INC | Reduce 13% $(5.5M) | 0.69% | $37.7M | +57.07% | -5.06% | ||
| BCEL - ATRECA INC | New Purchase | 0.65% | $35.6M | +23.96% | -65.35% | ||
| DXCM - DEXCOM INC | Reduce 14% $(5.7M) | 0.63% | $34.4M | -3.80% | +22.94% | +93.34% | |
| AMED - AMEDISYS INC | Reduce 38% $(20.3M) | 0.61% | $33.1M | -59.76% | +21.35% | -26.89% | |
| PPD - PPD INC | Reduce 56% $(40.0M) | 0.58% | $31.6M | +4.86% | +34.73% | ||
| CLDX - CELLDEX THERAPEUTICS INC NEW | New Purchase | 0.54% | $29.5M | +8.38% | +33.26% | +128.11% | |
| ICUI - ICU MED INC | Reduce 22% $(7.9M) | 0.53% | $28.9M | -31.08% | +17.46% | +32.53% | |
| CTLT - CATALENT INC | Reduce 20% $(7.2M) | 0.52% | $28.2M | +15.32% | +24.00% | ||
| PRAH - PRA HEALTH SCIENCES INC | New Purchase | 0.52% | $28.2M | +13.28% | |||
| CYRX - CRYOPORT INC | Reduce 100% | 0.00% | $0.00 | -85.88% | +33.30% | +46.08% | |
| DVAX - DYNAVAX TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| EIDX - EIDOS THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GMAB - GENMAB A/S | Reduce 100% | 0.00% | $0.00 | -39.35% | +15.29% | +20.14% | |
| HRC - HILL ROM HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| LMNX - LUMINEX CORP DEL | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - MERCK & CO. INC | Reduce 100% | 0.00% | $0.00 | +48.52% | -6.07% | +10.57% | |
| MNTA - MOMENTA PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| NVS - NOVARTIS AG | Reduce 100% | 0.00% | $0.00 | +42.34% | +3.61% | -3.52% | |
| PRNB - PRINCIPIA BIOPHARMA INC | Reduce 100% | 0.00% | $0.00 | ||||
| TCDA - TRICIDA INC | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | +83.30% | -6.91% | +29.24% | |