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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2021-05-17 (Q1 2021) | Holdings: 86 | Value: $7.1B | 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 | Add 3% ($27.0M) | 15.05% | $1.1B | -98.43% | +18.01% | -71.69% | |
| ALLK - ALLAKOS INC | Reduce 9% $(28.5M) | 3.91% | $277.7M | -22.13% | -97.15% | ||
| IGMS - IGM BIOSCIENCES INC | 3.70% | $262.7M | -98.30% | +9.22% | -76.01% | ||
| ARGX - ARGENX SE | Reduce 7% $(18.9M) | 3.30% | $234.0M | +93.68% | +12.38% | +9.71% | |
| FOLD - AMICUS THERAPEUTICS INC | Add 2% ($4.9M) | 2.94% | $208.6M | -37.65% | +10.99% | -20.89% | |
| BEAM - BEAM THERAPEUTICS INC | Reduce 33% $(99.7M) | 2.86% | $202.7M | -75.60% | +45.77% | -54.00% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 2% $(3.9M) | 2.75% | $195.1M | -21.21% | -68.40% | ||
| NVTA - INVITAE CORP | Reduce 8% $(15.7M) | 2.61% | $185.4M | -8.00% | -87.49% | ||
| ADCT - ADC THERAPEUTICS SA | Add 8% ($13.4M) | 2.51% | $178.4M | -85.83% | +25.29% | -69.85% | |
| STTK - SHATTUCK LABS INC | 2.31% | $164.3M | -96.35% | -27.28% | -88.51% | ||
| MDVL - MEDAVAIL HOLDINGS INC | 2.31% | $164.1M | -73.16% | -85.53% | |||
| OSH - OAK STR HEALTH INC | 2.24% | $159.0M | -19.33% | -72.00% | |||
| KRYS - KRYSTAL BIOTECH INC | Add 23% ($29.7M) | 2.24% | $158.7M | +96.30% | -18.90% | -18.31% | |
| JAZZ - JAZZ PHARMACEUTICALS PLC | New Purchase | 1.92% | $136.3M | -38.77% | -23.79% | -16.55% | |
| SGEN - SEAGEN INC | New Purchase | 1.83% | $130.1M | +7.41% | -3.25% | ||
| PLRX - PLIANT THERAPEUTICS INC | Reduce 5% $(7.1M) | 1.78% | $126.1M | -95.74% | -38.73% | -84.28% | |
| REPL - REPLIMUNE GROUP INC | Add 3% ($3.8M) | 1.77% | $125.6M | -73.42% | -17.37% | -60.14% | |
| MDT - MEDTRONIC PLC | New Purchase | 1.63% | $115.7M | -22.86% | +3.59% | -15.61% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 25% $(36.5M) | 1.55% | $110.3M | +29.16% | +50.11% | -81.22% | |
| NRIX - NURIX THERAPEUTICS INC | Add 16% ($14.5M) | 1.45% | $103.0M | -55.31% | +18.12% | -61.50% | |
| KYMR - KYMERA THERAPEUTICS INC | Reduce 4% $(4.6M) | 1.42% | $101.2M | +4.36% | +11.93% | -65.12% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | 1.39% | $98.9M | -97.76% | -12.58% | -64.15% | ||
| STOK - STOKE THERAPEUTICS INC | Reduce 5% $(5.5M) | 1.39% | $98.8M | -66.73% | -28.03% | -59.17% | |
| ZNTL - ZENTALIS PHARMACEUTICALS INC | Reduce 8% $(8.5M) | 1.36% | $96.4M | -97.47% | -4.63% | -55.92% | |
| ANNX - ANNEXON INC | 1.36% | $96.3M | -88.57% | -12.79% | -83.89% | ||
| GNMK - GENMARK DIAGNOSTICS INC | Reduce 21% $(22.7M) | 1.21% | $85.8M | ||||
| LIVN - LIVANOVA PLC | New Purchase | 1.16% | $82.6M | -44.35% | -2.28% | -20.61% | |
| RPTX - REPARE THERAPEUTICS INC | Add 1% ($546.3K) | 1.15% | $81.8M | -95.75% | +1.33% | -73.27% | |
| NGM - NGM BIOPHARMACEUTICALS INC | New Purchase | 1.13% | $80.0M | -26.60% | -53.58% | ||
| DXCM - DEXCOM INC | New Purchase | 1.13% | $79.9M | -1.80% | +54.41% | -6.51% | |
| RGNX - REGENXBIO INC | Add 10% ($7.4M) | 1.12% | $79.8M | -75.51% | -9.14% | -44.09% | |
| TCRR - TCR2 THERAPEUTICS INC | Add 27% ($17.2M) | 1.12% | $79.7M | -20.79% | -87.87% | ||
| IMGN - IMMUNOGEN INC | Reduce 8% $(6.8M) | 1.11% | $78.5M | -22.95% | -47.76% | ||
| EPZM - EPIZYME INC | Reduce 7% $(5.5M) | 1.08% | $76.9M | -43.33% | -94.04% | ||
| AKRO - AKERO THERAPEUTICS INC | Add 8% ($5.5M) | 1.03% | $72.9M | +96.00% | -28.78% | -68.80% | |
| ALXO - ALX ONCOLOGY HLDGS INC | Add 2% ($1.3M) | 1.02% | $72.2M | -99.03% | +34.41% | -82.74% | |
| NVRO - NEVRO CORP | Add 16% ($10.2M) | 1.02% | $72.1M | -24.90% | -69.26% | ||
| AVIR - ATEA PHARMACEUTICALS INC | Reduce 48% $(66.3M) | 1.01% | $71.5M | -86.40% | +23.72% | -69.76% | |
| CLDX - CELLDEX THERAPEUTICS INC NEW | Add 25% ($13.9M) | 0.98% | $69.8M | -25.11% | +60.65% | +5.29% | |
| CI - CIGNA CORP NEW | Reduce 27% $(24.9M) | 0.95% | $67.7M | +28.10% | -21.91% | -0.75% | |
| SLQT - SELECTQUOTE INC | New Purchase | 0.83% | $59.2M | -89.41% | -36.19% | -87.11% | |
| NLTX - NEOLEUKIN THERAPEUTICS INC | 0.71% | $50.7M | |||||
| CRL - CHARLES RIV LABS INTL INC | New Purchase | 0.68% | $48.3M | -54.91% | +29.14% | -30.16% | |
| NUVB - NUVATION BIO INC | New Purchase | 0.67% | $47.5M | -84.92% | -31.17% | -65.88% | |
| ELV - ANTHEM INC | Reduce 47% $(40.9M) | 0.66% | $46.8M | +0.69% | -5.46% | +22.32% | |
| PRTA - PROTHENA CORP PLC | New Purchase | 0.66% | $46.6M | -74.82% | +155.43% | +12.08% | |
| ICUI - ICU MED INC | Reduce 7% $(3.6M) | 0.65% | $46.0M | -35.45% | -2.78% | -10.02% | |
| BIIB - BIOGEN INC | Reduce 25% $(14.9M) | 0.64% | $45.6M | -55.21% | +21.02% | -30.72% | |
| ALVR - ALLOVIR INC | Reduce 16% $(8.9M) | 0.64% | $45.5M | -24.60% | -81.84% | ||
| GMAB - GENMAB A/S | New Purchase | 0.62% | $43.7M | -43.71% | +21.36% | -22.74% | |
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | +80.66% | +2.14% | +36.90% | |
| BCEL - ATRECA INC | Reduce 100% | 0.00% | $0.00 | ||||
| BNTX - BIONTECH SE | Reduce 100% | 0.00% | $0.00 | ||||
| EIDX - EIDOS THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GWPH - GW PHARMACEUTICALS PLC | Reduce 100% | 0.00% | $0.00 | ||||
| GILD - GILEAD SCIENCES INC | Reduce 100% | 0.00% | $0.00 | +54.15% | +4.76% | -4.90% | |
| ONEM - 1LIFE HEALTHCARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SAN - SANOFI | Reduce 100% | 0.00% | $0.00 | -1.67% | -1.81% | +0.09% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | +44.88% | -17.70% | -54.78% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | +56.55% | +2.24% | +16.61% | |
| ZYME - ZYMEWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||