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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2021-11-15 (Q3 2021) | Holdings: 75 | Value: $5.7B | 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 | 13.39% | $768.0M | -97.75% | -32.99% | -61.65% | ||
| ALLK - ALLAKOS INC | Reduce 4% $(9.0M) | 3.94% | $225.7M | -92.10% | -90.88% | ||
| IGMS - IGM BIOSCIENCES INC | 3.93% | $225.3M | -98.04% | -72.24% | -56.86% | ||
| ARGX - ARGENX SE | Reduce 8% $(18.0M) | 3.85% | $220.6M | +79.87% | +0.43% | +22.08% | |
| ADCT - ADC THERAPEUTICS SA | 3.57% | $204.5M | -88.47% | -41.57% | -83.59% | ||
| FOLD - AMICUS THERAPEUTICS INC | 3.46% | $198.6M | -50.00% | -19.55% | -3.93% | ||
| SKIN - THE BEAUTY HEALTH COMPANY | Add 18% ($29.4M) | 3.39% | $194.4M | -94.61% | -47.05% | -62.40% | |
| LIVN - LIVANOVA PLC | Add 97% ($85.5M) | 3.03% | $173.5M | -46.54% | -11.01% | -39.22% | |
| BEAM - BEAM THERAPEUTICS INC | Reduce 4% $(6.7M) | 3.00% | $171.8M | -80.31% | -14.71% | -44.60% | |
| CLDX - CELLDEX THERAPEUTICS INC NEW | Add 1% ($1.7M) | 2.87% | $164.3M | -51.31% | -25.40% | -19.46% | |
| KYMR - KYMERA THERAPEUTICS INC | Add 10% ($15.4M) | 2.86% | $164.1M | -24.03% | -32.14% | -52.25% | |
| NVTA - INVITAE CORP | Add 14% ($19.1M) | 2.64% | $151.2M | -50.00% | -85.31% | ||
| IVVD - ADAGIO THERAPEUTICS INC | New Purchase | 2.39% | $137.2M | -96.34% | -66.34% | -83.73% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 5% $(7.2M) | 2.39% | $137.0M | -1.75% | +66.27% | ||
| REPL - REPLIMUNE GROUP INC | Reduce 3% $(3.4M) | 2.11% | $120.9M | -71.15% | -46.61% | -41.56% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | 2.02% | $115.7M | -98.05% | -10.50% | -72.25% | ||
| STTK - SHATTUCK LABS INC | 2.00% | $114.5M | -92.11% | -59.11% | -82.51% | ||
| JAZZ - JAZZ PHARMACEUTICALS PLC | 1.96% | $112.2M | -21.76% | +4.52% | +3.18% | ||
| KRYS - KRYSTAL BIOTECH INC | Reduce 4% $(4.7M) | 1.81% | $103.5M | +178.38% | +44.95% | +59.77% | |
| SGEN - SEAGEN INC | Reduce 24% $(31.2M) | 1.74% | $99.7M | -29.34% | -27.75% | ||
| ABSI - ABSCI CORPORATION | New Purchase | 1.63% | $93.4M | -75.18% | -19.31% | -75.72% | |
| NRIX - NURIX THERAPEUTICS INC | Reduce 3% $(2.9M) | 1.62% | $92.7M | -65.58% | -52.31% | -59.33% | |
| VERV - VERVE THERAPEUTICS INC | Reduce 3% $(3.2M) | 1.53% | $87.8M | -75.62% | -33.76% | -45.65% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Add 11% ($8.0M) | 1.47% | $84.2M | +4.52% | -48.55% | -73.96% | |
| RGNX - REGENXBIO INC | Reduce 6% $(5.5M) | 1.47% | $84.2M | -72.80% | -15.65% | -32.72% | |
| OSH - OAK STR HEALTH INC | Reduce 18% $(18.0M) | 1.39% | $79.9M | -56.40% | -44.00% | ||
| RPTX - REPARE THERAPEUTICS INC | Reduce 2% $(1.5M) | 1.18% | $67.4M | -94.77% | -45.25% | -36.90% | |
| PRTA - PROTHENA CORP PLC | Reduce 26% $(22.4M) | 1.12% | $64.2M | -89.95% | -34.86% | +2.41% | |
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 5% $(3.7M) | 1.11% | $63.8M | -98.94% | -66.88% | -76.01% | |
| NVRO - NEVRO CORP | Reduce 9% $(6.0M) | 1.10% | $63.2M | -25.12% | -52.86% | ||
| ANNX - ANNEXON INC | Reduce 2% $(1.4M) | 1.09% | $62.3M | -84.76% | -56.81% | -62.41% | |
| STOK - STOKE THERAPEUTICS INC | Reduce 3% $(1.9M) | 1.06% | $60.6M | -59.55% | -32.41% | -68.46% | |
| AKRO - AKERO THERAPEUTICS INC | Reduce 4% $(2.6M) | 1.05% | $60.1M | +114.41% | -26.62% | +78.64% | |
| NGM - NGM BIOPHARMACEUTICALS INC | Reduce 10% $(6.0M) | 0.92% | $52.7M | -18.57% | -73.38% | ||
| PLRX - PLIANT THERAPEUTICS INC | Reduce 2% $(1.2M) | 0.91% | $52.0M | -91.96% | -31.72% | +26.69% | |
| ICUI - ICU MED INC | 0.91% | $51.9M | -47.51% | -9.10% | -35.43% | ||
| SLGC - SOMALOGIC INC | New Purchase | 0.86% | $49.2M | -25.97% | -79.45% | ||
| GMAB - GENMAB A/S | Reduce 9% $(4.7M) | 0.85% | $49.0M | -47.31% | -18.04% | +6.30% | |
| ELV - ANTHEM INC | Add 17% ($7.0M) | 0.83% | $47.5M | -9.21% | +5.86% | +10.80% | |
| UNH - UNITEDHEALTH GROUP INC | Add 28% ($10.3M) | 0.82% | $47.2M | -28.15% | +6.32% | +14.39% | |
| IMGN - IMMUNOGEN INC | Reduce 7% $(3.5M) | 0.82% | $46.8M | -1.41% | -8.79% | ||
| NUVB - NUVATION BIO INC | 0.79% | $45.1M | -80.71% | -43.00% | -79.20% | ||
| EPZM - EPIZYME INC | Reduce 12% $(5.4M) | 0.67% | $38.2M | -62.38% | |||
| MDVL - MEDAVAIL HOLDINGS INC | 0.60% | $34.2M | -46.29% | -71.62% | |||
| TCRR - TCR2 THERAPEUTICS INC | Add 18% ($4.9M) | 0.57% | $32.5M | -55.34% | -79.97% | ||
| GRTS - GRITSTONE BIO INC | New Purchase | 0.53% | $30.5M | -49.28% | -70.52% | ||
| STVN - STEVANATO GROUP S P A | New Purchase | 0.52% | $30.0M | +8.40% | -26.49% | -34.65% | |
| ZYME - ZYMEWORKS INC | New Purchase | 0.45% | $25.6M | -34.83% | -62.07% | -59.65% | |
| NLTX - NEOLEUKIN THERAPEUTICS INC | Reduce 11% $(3.0M) | 0.44% | $25.4M | ||||
| IMTX - IMMATICS N.V | New Purchase | 0.44% | $25.2M | -50.63% | -22.87% | -13.00% | |
| CI - CIGNA CORP NEW | Reduce 100% | 0.00% | $0.00 | +64.56% | +6.48% | +44.46% | |
| CRL - CHARLES RIV LABS INTL INC | Reduce 100% | 0.00% | $0.00 | -48.38% | -20.84% | -37.93% | |
| DXCM - DEXCOM INC | Reduce 100% | 0.00% | $0.00 | -51.56% | -35.77% | -28.64% | |
| LFST - LIFESTANCE HEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | -29.12% | -9.80% | -47.41% | |
| ONEM - 1LIFE HEALTHCARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SLQT - SELECTQUOTE INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZY - ZYMERGEN INC | Reduce 100% | 0.00% | $0.00 | ||||