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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2021-08-16 (Q2 2021) | Holdings: 86 | Value: $6.8B | 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 | 16.64% | $1.1B | -98.59% | -37.88% | -64.91% | ||
| IGMS - IGM BIOSCIENCES INC | 4.22% | $285.0M | -98.35% | -13.38% | -65.70% | ||
| BEAM - BEAM THERAPEUTICS INC | Reduce 19% $(61.8M) | 3.91% | $264.2M | -83.05% | -11.29% | -40.58% | |
| ARGX - ARGENX SE | Reduce 7% $(17.9M) | 3.52% | $237.9M | +77.59% | -0.83% | +26.32% | |
| FOLD - AMICUS THERAPEUTICS INC | Reduce 1% $(3.0M) | 2.97% | $200.5M | -43.66% | +13.96% | +18.29% | |
| ALLK - ALLAKOS INC | Reduce 8% $(17.3M) | 2.80% | $189.3M | +3.44% | -95.65% | ||
| ADCT - ADC THERAPEUTICS SA | Add 3% ($5.2M) | 2.71% | $183.2M | -88.41% | -4.40% | -66.12% | |
| STTK - SHATTUCK LABS INC | 2.41% | $162.9M | -95.08% | -45.45% | -81.72% | ||
| REPL - REPLIMUNE GROUP INC | Add 2% ($2.8M) | 2.38% | $161.0M | -67.78% | +12.97% | -30.66% | |
| NVTA - INVITAE CORP | Reduce 4% $(6.9M) | 2.32% | $156.8M | -15.73% | -83.07% | ||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 2% $(3.9M) | 2.30% | $155.4M | -66.72% | -42.12% | ||
| JAZZ - JAZZ PHARMACEUTICALS PLC | Add 4% ($5.5M) | 2.26% | $152.8M | -22.16% | -4.29% | +13.33% | |
| MDVL - MEDAVAIL HOLDINGS INC | 2.13% | $143.6M | -29.32% | -63.52% | |||
| KRYS - KRYSTAL BIOTECH INC | Add 1% ($816.0K) | 2.09% | $140.9M | +148.29% | -7.73% | +38.97% | |
| OSH - OAK STR HEALTH INC | Reduce 21% $(36.8M) | 2.00% | $134.9M | -15.65% | -46.04% | ||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 3% $(3.5M) | 1.82% | $122.8M | -7.12% | +25.18% | -42.48% | |
| SGEN - SEAGEN INC | Reduce 18% $(26.2M) | 1.80% | $121.8M | +18.49% | +10.09% | ||
| VERV - VERVE THERAPEUTICS INC | New Purchase | 1.73% | $116.7M | -81.33% | -30.52% | -39.37% | |
| SKIN - THE BEAUTY HEALTH COMPANY | New Purchase | 1.58% | $106.7M | -93.44% | +25.79% | -40.12% | |
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 11% $(12.6M) | 1.49% | $100.7M | -50.92% | +3.30% | -13.41% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | Reduce 6% $(6.8M) | 1.48% | $100.3M | -97.37% | +46.14% | -61.25% | |
| NVRO - NEVRO CORP | Add 15% ($12.9M) | 1.46% | $98.6M | -9.73% | -50.17% | ||
| DXCM - DEXCOM INC | Add 4% ($3.5M) | 1.46% | $98.4M | -35.75% | +29.13% | -30.10% | |
| LIVN - LIVANOVA PLC | Reduce 1% $(685.2K) | 1.38% | $93.5M | -42.93% | +8.60% | -20.00% | |
| PLRX - PLIANT THERAPEUTICS INC | Reduce 2% $(1.5M) | 1.36% | $91.9M | -93.12% | -14.44% | +3.67% | |
| NRIX - NURIX THERAPEUTICS INC | Reduce 4% $(3.3M) | 1.25% | $84.6M | -60.31% | +15.54% | -47.30% | |
| RGNX - REGENXBIO INC | Reduce 9% $(7.9M) | 1.23% | $83.1M | -72.15% | +2.34% | +1.40% | |
| STOK - STOKE THERAPEUTICS INC | Reduce 3% $(2.9M) | 1.22% | $82.8M | -52.25% | +16.38% | -21.25% | |
| RPTX - REPARE THERAPEUTICS INC | Reduce 2% $(1.3M) | 1.21% | $81.8M | -95.86% | -20.43% | -64.05% | |
| ANNX - ANNEXON INC | Reduce 1% $(760.7K) | 1.14% | $77.1M | -87.42% | -22.42% | -69.73% | |
| EPZM - EPIZYME INC | Reduce 4% $(2.6M) | 1.05% | $70.8M | -22.35% | |||
| AKRO - AKERO THERAPEUTICS INC | Add 12% ($7.2M) | 1.03% | $69.6M | +196.60% | +37.60% | -32.47% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Add 6% ($3.8M) | 0.99% | $66.7M | -6.27% | -11.38% | -76.13% | |
| PRTA - PROTHENA CORP PLC | Reduce 35% $(33.0M) | 0.92% | $62.5M | -89.69% | +1.31% | -43.32% | |
| ZY - ZYMERGEN INC | New Purchase | 0.90% | $60.9M | -4.13% | -70.36% | ||
| IMGN - IMMUNOGEN INC | Reduce 8% $(5.3M) | 0.87% | $58.5M | +6.04% | +12.67% | ||
| ONEM - 1LIFE HEALTHCARE INC | New Purchase | 0.82% | $55.1M | -6.98% | -26.64% | ||
| NGM - NGM BIOPHARMACEUTICALS INC | Add 1% ($801.3K) | 0.81% | $55.1M | -8.39% | -22.14% | ||
| TCRR - TCR2 THERAPEUTICS INC | Reduce 10% $(6.2M) | 0.79% | $53.1M | -51.18% | -72.93% | ||
| GMAB - GENMAB A/S | Reduce 8% $(4.3M) | 0.74% | $50.1M | -53.26% | -7.67% | -21.37% | |
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 7% $(3.5M) | 0.74% | $50.0M | -99.26% | -34.53% | -77.99% | |
| SLQT - SELECTQUOTE INC | Add 20% ($7.8M) | 0.69% | $46.5M | -83.47% | -22.70% | -84.86% | |
| ICUI - ICU MED INC | Reduce 1% $(252.1K) | 0.68% | $45.9M | -32.76% | +29.30% | -8.22% | |
| NUVB - NUVATION BIO INC | 0.63% | $42.3M | -78.04% | +17.06% | -64.42% | ||
| ELV - ANTHEM INC | Reduce 17% $(8.2M) | 0.61% | $41.5M | +5.31% | +14.73% | +32.14% | |
| CRL - CHARLES RIV LABS INTL INC | Reduce 35% $(21.6M) | 0.59% | $40.1M | -65.08% | -5.53% | -47.12% | |
| CI - CIGNA CORP NEW | Reduce 43% $(28.5M) | 0.56% | $37.9M | +60.26% | +3.59% | +41.18% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.56% | $37.8M | -21.69% | +8.01% | +32.41% | |
| NLTX - NEOLEUKIN THERAPEUTICS INC | Reduce 5% $(1.8M) | 0.54% | $36.2M | ||||
| LFST - LIFESTANCE HEALTH GROUP INC | New Purchase | 0.52% | $35.0M | -63.94% | -31.46% | -47.26% | |
| ALVR - ALLOVIR INC | Reduce 100% | 0.00% | $0.00 | -96.95% | +16.79% | -56.75% | |
| AVIR - ATEA PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | -87.35% | -67.86% | -68.34% | |
| BIIB - BIOGEN INC | Reduce 100% | 0.00% | $0.00 | -52.88% | -24.21% | -36.17% | |
| GNMK - GENMARK DIAGNOSTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZNTL - ZENTALIS PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MDT - MEDTRONIC PLC | Reduce 100% | 0.00% | $0.00 | -26.13% | -8.53% | -24.84% | |