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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2022-02-14 (Q4 2021) | Holdings: 71 | Value: $4.4B | 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 | 17.24% | $758.1M | -96.80% | -40.13% | -83.23% | ||
| FOLD - AMICUS THERAPEUTICS INC | Add 9% ($22.1M) | 5.96% | $262.4M | -39.24% | -20.68% | +39.02% | |
| SNCE - SCIENCE 37 HOLDINGS INC | New Purchase | 5.62% | $247.0M | -66.48% | -95.44% | ||
| ARGX - ARGENX SE | Reduce 29% $(73.2M) | 4.15% | $182.7M | +86.81% | +7.28% | +30.52% | |
| LIVN - LIVANOVA PLC | Reduce 6% $(11.7M) | 4.09% | $179.9M | -39.20% | -11.70% | -26.45% | |
| KYMR - KYMERA THERAPEUTICS INC | Reduce 7% $(13.1M) | 3.74% | $164.3M | +13.08% | -59.61% | -19.65% | |
| ADCT - ADC THERAPEUTICS SA | Reduce 1% $(1.6M) | 3.42% | $150.5M | -79.76% | -52.30% | -70.41% | |
| BEAM - BEAM THERAPEUTICS INC | Reduce 5% $(7.1M) | 3.42% | $150.3M | -75.52% | -53.12% | -36.70% | |
| KRYS - KRYSTAL BIOTECH INC | Reduce 8% $(11.3M) | 2.90% | $127.4M | +103.00% | -12.80% | +12.97% | |
| SKIN - THE BEAUTY HEALTH COMPANY | Reduce 32% $(58.0M) | 2.79% | $122.8M | -89.35% | -15.10% | -2.99% | |
| REPL - REPLIMUNE GROUP INC | Reduce 5% $(5.7M) | 2.38% | $104.8M | -45.30% | -16.25% | +42.07% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | 2.31% | $101.5M | -97.77% | -63.12% | -68.48% | ||
| IGMS - IGM BIOSCIENCES INC | Reduce 3% $(2.7M) | 2.22% | $97.8M | -93.23% | -12.56% | +38.77% | |
| NRIX - NURIX THERAPEUTICS INC | Reduce 4% $(3.9M) | 1.95% | $85.6M | -30.92% | -42.33% | -38.47% | |
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 29% $(33.9M) | 1.90% | $83.7M | -35.66% | -9.36% | +32.51% | |
| ABSI - ABSCI CORPORATION | 1.50% | $65.9M | -69.14% | -59.15% | -68.91% | ||
| VERV - VERVE THERAPEUTICS INC | Reduce 9% $(5.9M) | 1.43% | $63.0M | -63.26% | -54.44% | -28.25% | |
| RGNX - REGENXBIO INC | Reduce 6% $(3.6M) | 1.41% | $62.0M | -66.31% | -18.75% | -11.75% | |
| IMGN - IMMUNOGEN INC | 1.39% | $61.3M | -32.75% | -26.06% | |||
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 4% $(2.5M) | 1.38% | $60.8M | +97.28% | -71.70% | -45.95% | |
| RPTX - REPARE THERAPEUTICS INC | Add 9% ($4.7M) | 1.34% | $58.8M | -90.09% | -39.63% | -18.97% | |
| NVTA - INVITAE CORP | Reduce 28% $(23.1M) | 1.32% | $58.1M | -65.17% | -79.65% | ||
| SGEN - SEAGEN INC | Reduce 37% $(33.3M) | 1.31% | $57.5M | +12.64% | +12.25% | ||
| STOK - STOKE THERAPEUTICS INC | Reduce 6% $(3.2M) | 1.23% | $53.9M | -37.09% | -13.54% | -51.01% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 13% $(8.1M) | 1.19% | $52.5M | -31.84% | +3.09% | +4.54% | |
| ICUI - ICU MED INC | Reduce 1% $(617.1K) | 1.19% | $52.2M | -41.90% | -18.33% | -18.57% | |
| ELV - ANTHEM INC | Reduce 14% $(8.0M) | 1.16% | $51.1M | -12.29% | +10.39% | +9.79% | |
| SLGC - SOMALOGIC INC | Add 4% ($2.0M) | 1.10% | $48.2M | -45.24% | -67.04% | ||
| STTK - SHATTUCK LABS INC | 1.09% | $47.8M | -80.74% | -36.56% | -9.98% | ||
| AUGX - AUGMEDIX INC | New Purchase | 1.03% | $45.3M | ||||
| GRTS - GRITSTONE BIO INC | Add 22% ($7.8M) | 1.00% | $44.1M | -62.00% | -51.82% | ||
| PLRX - PLIANT THERAPEUTICS INC | 0.95% | $41.6M | -88.47% | -58.63% | +175.62% | ||
| OSH - OAK STR HEALTH INC | Reduce 36% $(22.4M) | 0.91% | $39.9M | -3.00% | +103.92% | ||
| PRTA - PROTHENA CORP PLC | Reduce 15% $(6.7M) | 0.86% | $37.8M | -83.70% | -26.25% | +52.88% | |
| ANNX - ANNEXON INC | Reduce 4% $(1.4M) | 0.84% | $37.1M | -65.28% | -51.04% | -12.46% | |
| AKRO - AKERO THERAPEUTICS INC | Reduce 40% $(23.0M) | 0.77% | $33.9M | +196.92% | -49.70% | +143.37% | |
| TRDA - ENTRADA THERAPEUTICS INC | New Purchase | 0.76% | $33.5M | -42.00% | -52.06% | -10.56% | |
| NUVB - NUVATION BIO INC | Reduce 19% $(7.4M) | 0.71% | $31.2M | -65.97% | -23.00% | -58.75% | |
| CNC - CENTENE CORP DEL | New Purchase | 0.68% | $29.8M | -33.64% | +1.94% | -12.04% | |
| STVN - STEVANATO GROUP S P A | Reduce 1% $(377.2K) | 0.60% | $26.3M | +45.58% | -8.24% | +28.77% | |
| GMAB - GENMAB A/S | Reduce 41% $(18.1M) | 0.60% | $26.2M | -35.53% | -12.14% | +18.78% | |
| ISEE - IVERIC BIO INC | New Purchase | 0.57% | $25.1M | -27.98% | +35.74% | ||
| TOI - THE ONCOLOGY INSTITUTE INC | New Purchase | 0.55% | $24.4M | -64.26% | -12.76% | -76.58% | |
| IMTX - IMMATICS N.V | Reduce 9% $(2.4M) | 0.54% | $23.7M | -34.86% | -29.18% | -11.25% | |
| NVRO - NEVRO CORP | Reduce 50% $(22.1M) | 0.50% | $21.9M | -35.22% | -46.19% | ||
| ALLK - ALLAKOS INC | Reduce 3% $(527.9K) | 0.46% | $20.3M | -49.45% | +0.00% | ||
| BVS - BIOVENTUS INC | New Purchase | 0.44% | $19.2M | -47.98% | -30.91% | -85.36% | |
| NLTX - NEOLEUKIN THERAPEUTICS INC | 0.38% | $16.8M | |||||
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 10% $(1.8M) | 0.38% | $16.8M | -96.83% | -37.59% | -49.45% | |
| ZGNX - ZOGENIX INC | New Purchase | 0.37% | $16.2M | ||||
| IVVD - ADAGIO THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 100% | 0.00% | $0.00 | ||||
| EPZM - EPIZYME INC | Reduce 100% | 0.00% | $0.00 | ||||
| MDVL - MEDAVAIL HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| NGM - NGM BIOPHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TCRR - TCR2 THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | -21.40% | -57.53% | ||
| ZYME - ZYMEWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| JAZZ - JAZZ PHARMACEUTICALS PLC | Reduce 100% | 0.00% | $0.00 | -14.63% | +3.32% | +4.91% | |