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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2021-02-16 (Q4 2020) | Holdings: 87 | Value: $8.3B | 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 | 13.91% | $1.1B | -98.81% | -25.17% | -66.96% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 11% $(56.7M) | 5.77% | $476.1M | -52.29% | -23.15% | -26.64% | |
| ALLK - ALLAKOS INC | Add 10% ($33.9M) | 4.52% | $373.4M | -24.81% | -95.53% | ||
| BEAM - BEAM THERAPEUTICS INC | Add 14% ($36.8M) | 3.73% | $308.5M | -83.74% | -33.83% | -33.95% | |
| IGMS - IGM BIOSCIENCES INC | 3.66% | $302.4M | -98.80% | -30.13% | -83.32% | ||
| STTK - SHATTUCK LABS INC | New Purchase | 3.57% | $294.5M | -97.81% | -39.62% | -89.55% | |
| ARGX - ARGENX SE | Reduce 7% $(20.6M) | 3.27% | $270.1M | +48.54% | -23.34% | -20.51% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 7% $(19.2M) | 3.07% | $253.3M | -26.68% | -82.29% | ||
| NVTA - INVITAE CORP | New Purchase | 2.66% | $220.1M | -45.38% | -80.60% | ||
| ADCT - ADC THERAPEUTICS SA | Add 6% ($13.0M) | 2.62% | $216.3M | -90.23% | -30.90% | -50.45% | |
| OSH - OAK STR HEALTH INC | Add 10% ($16.7M) | 2.17% | $178.9M | -4.37% | -73.40% | ||
| MDVL - MEDAVAIL HOLDINGS INC | New Purchase | 2.14% | $176.5M | -20.37% | -91.61% | ||
| KYMR - KYMERA THERAPEUTICS INC | 2.04% | $168.7M | -22.60% | -25.48% | -36.00% | ||
| STOK - STOKE THERAPEUTICS INC | Add 5% ($8.5M) | 2.01% | $166.4M | -80.33% | -40.17% | -67.29% | |
| REPL - REPLIMUNE GROUP INC | Add 20% ($25.3M) | 1.84% | $152.3M | -74.16% | -3.49% | -53.49% | |
| ABBV - ABBVIE INC | New Purchase | 1.80% | $148.8M | +109.48% | +13.00% | +44.91% | |
| ONEM - 1LIFE HEALTHCARE INC | Reduce 1% $(1.5M) | 1.75% | $144.4M | -41.48% | -82.42% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | 1.70% | $140.6M | -30.88% | -45.94% | -68.64% | ||
| ATRA - ATARA BIOTHERAPEUTICS INC | Reduce 1% $(1.5M) | 1.63% | $134.7M | -98.26% | -21.86% | -25.61% | |
| GILD - GILEAD SCIENCES INC | Reduce 20% $(33.9M) | 1.61% | $133.3M | +100.67% | +8.58% | -0.66% | |
| ZNTL - ZENTALIS PHARMACEUTICALS INC | Reduce 1% $(831.1K) | 1.52% | $125.5M | -96.29% | +46.21% | +33.11% | |
| EPZM - EPIZYME INC | Add 14% ($12.4M) | 1.24% | $102.6M | -15.87% | -86.27% | ||
| KRYS - KRYSTAL BIOTECH INC | Add 12% ($10.4M) | 1.22% | $100.5M | +84.05% | -6.80% | -8.97% | |
| SAN - SANOFI | Add 14% ($11.7M) | 1.17% | $96.4M | +16.11% | +16.29% | +14.94% | |
| RGNX - REGENXBIO INC | Reduce 5% $(4.7M) | 1.17% | $96.3M | -81.32% | -24.30% | -43.89% | |
| GWPH - GW PHARMACEUTICALS PLC | New Purchase | 1.14% | $94.1M | ||||
| NRIX - NURIX THERAPEUTICS INC | Add 10% ($8.3M) | 1.13% | $93.6M | -71.13% | -35.83% | -61.59% | |
| AVIR - ATEA PHARMACEUTICALS INC | New Purchase | 1.13% | $93.2M | -96.12% | -71.60% | -92.68% | |
| RPTX - REPARE THERAPEUTICS INC | Add 10% ($8.3M) | 1.10% | $90.8M | -95.71% | +0.85% | -53.76% | |
| ALVR - ALLOVIR INC | 1.08% | $89.4M | -42.13% | -80.35% | |||
| TCRR - TCR2 THERAPEUTICS INC | Add 1% ($1.2M) | 1.06% | $87.6M | -31.72% | -89.69% | ||
| ANNX - ANNEXON INC | 1.05% | $86.3M | -91.29% | -22.77% | -77.49% | ||
| ALXO - ALX ONCOLOGY HLDGS INC | New Purchase | 1.00% | $82.8M | -99.40% | -32.22% | -81.57% | |
| CI - CIGNA CORP NEW | Reduce 3% $(2.8M) | 0.97% | $79.8M | +67.43% | +30.91% | +13.85% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.95% | $78.8M | +1.71% | +26.78% | +47.45% | |
| ELV - ANTHEM INC | New Purchase | 0.95% | $78.5M | +37.87% | +36.80% | +58.22% | |
| PLRX - PLIANT THERAPEUTICS INC | 0.93% | $77.0M | -96.03% | -7.33% | -68.88% | ||
| NVRO - NEVRO CORP | Reduce 3% $(2.7M) | 0.93% | $76.8M | -18.78% | -62.80% | ||
| IMGN - IMMUNOGEN INC | 0.82% | $67.9M | -25.03% | -40.34% | |||
| GNMK - GENMARK DIAGNOSTICS INC | Reduce 4% $(2.6M) | 0.80% | $66.2M | ||||
| AKRO - AKERO THERAPEUTICS INC | Reduce 1% $(356.0K) | 0.73% | $59.9M | +77.38% | -10.18% | -40.65% | |
| EIDX - EIDOS THERAPEUTICS INC | New Purchase | 0.72% | $59.5M | ||||
| NLTX - NEOLEUKIN THERAPEUTICS INC | Reduce 1% $(575.5K) | 0.71% | $58.3M | ||||
| BIIB - BIOGEN INC | Reduce 34% $(27.2M) | 0.64% | $53.0M | -54.16% | +1.57% | -23.71% | |
| ICUI - ICU MED INC | Add 53% ($17.9M) | 0.63% | $51.8M | -41.04% | -8.20% | +0.88% | |
| ZYME - ZYMEWORKS INC | Reduce 1% $(628.6K) | 0.62% | $51.4M | -69.20% | -27.49% | -82.78% | |
| CLDX - CELLDEX THERAPEUTICS INC NEW | Add 36% ($12.7M) | 0.58% | $47.5M | -16.35% | +10.00% | +21.53% | |
| BNTX - BIONTECH SE | Reduce 53% $(53.4M) | 0.57% | $47.3M | -6.81% | +75.32% | +39.12% | |
| UBER - UBER TECHNOLOGIES INC | New Purchase | 0.51% | $42.5M | +38.31% | -21.25% | -40.81% | |
| BCEL - ATRECA INC | Reduce 3% $(1.2M) | 0.48% | $40.0M | -49.89% | -91.35% | ||
| AMED - AMEDISYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| APRE - APREA THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| RCEL - AVITA THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | -47.74% | -28.17% | -64.74% | |
| AXNX - AXONICS MODULATION TECHNOLOG | Reduce 100% | 0.00% | $0.00 | ||||
| BSX - BOSTON SCIENTIFIC CORP | Reduce 100% | 0.00% | $0.00 | +140.99% | +10.90% | +13.85% | |
| CTLT - CATALENT INC | Reduce 100% | 0.00% | $0.00 | -49.91% | -16.38% | -19.70% | |
| DXCM - DEXCOM INC | Reduce 100% | 0.00% | $0.00 | -23.22% | -19.91% | -4.68% | |
| IMMU - IMMUNOMEDICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PRAH - PRA HEALTH SCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| PPD - PPD INC | Reduce 100% | 0.00% | $0.00 | ||||
| QURE - UNIQURE NV | Reduce 100% | 0.00% | $0.00 | -83.54% | -12.57% | -55.17% | |