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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2022-05-16 (Q1 2022) | Holdings: 70 | Value: $3.2B | 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 | 15.68% | $502.4M | -94.79% | +30.05% | -78.35% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 2% $(3.7M) | 6.60% | $211.5M | -24.70% | +58.08% | +46.39% | |
| ARGX - ARGENX SE | Reduce 1% $(1.8M) | 5.08% | $162.7M | +69.69% | +20.69% | +30.25% | |
| LIVN - LIVANOVA PLC | Reduce 4% $(7.1M) | 5.03% | $161.2M | -32.96% | -6.03% | -31.64% | |
| KRYS - KRYSTAL BIOTECH INC | 3.77% | $120.8M | +124.68% | +25.75% | +50.01% | ||
| KYMR - KYMERA THERAPEUTICS INC | Add 1% ($1.2M) | 3.45% | $110.7M | +172.38% | +68.68% | +74.43% | |
| ADCT - ADC THERAPEUTICS SA | 3.41% | $109.2M | -58.21% | +22.21% | -63.45% | ||
| SNCE - SCIENCE 37 HOLDINGS INC | 3.31% | $106.0M | -37.62% | -91.03% | |||
| BEAM - BEAM THERAPEUTICS INC | Reduce 3% $(2.9M) | 3.28% | $105.2M | -50.15% | +74.77% | +2.58% | |
| SKIN - THE BEAUTY HEALTH COMPANY | Add 4% ($3.7M) | 2.80% | $89.5M | -87.87% | +10.71% | -13.46% | |
| IGMS - IGM BIOSCIENCES INC | 2.78% | $89.1M | -92.62% | +53.53% | -24.97% | ||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 6% $(4.1M) | 2.18% | $69.7M | -30.99% | +21.74% | +6.66% | |
| ABSI - ABSCI CORPORATION | 2.11% | $67.7M | -26.86% | +15.16% | -67.95% | ||
| RGNX - REGENXBIO INC | Add 4% ($2.6M) | 2.05% | $65.6M | -59.67% | +46.82% | -8.89% | |
| SGEN - SEAGEN INC | Add 19% ($10.0M) | 1.98% | $63.6M | +18.78% | +34.26% | ||
| REPL - REPLIMUNE GROUP INC | Reduce 5% $(3.0M) | 1.96% | $62.7M | -36.78% | +36.04% | +29.91% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | Reduce 3% $(1.8M) | 1.81% | $58.0M | -94.16% | -14.03% | -62.48% | |
| CNC - CENTENE CORP DEL | Add 80% ($24.2M) | 1.71% | $54.6M | -35.69% | +10.59% | -21.63% | |
| IMGN - IMMUNOGEN INC | Add 12% ($4.6M) | 1.37% | $43.9M | +45.96% | +251.01% | ||
| STOK - STOKE THERAPEUTICS INC | Reduce 10% $(4.7M) | 1.33% | $42.6M | -28.58% | +17.78% | -30.43% | |
| NRIX - NURIX THERAPEUTICS INC | Add 2% ($847.6K) | 1.32% | $42.3M | +15.62% | +53.53% | -0.40% | |
| AUGX - AUGMEDIX INC | 1.32% | $42.3M | |||||
| VERV - VERVE THERAPEUTICS INC | Add 7% ($2.9M) | 1.31% | $41.9M | -22.18% | +152.76% | +19.94% | |
| ELV - ANTHEM INC | Reduce 25% $(13.3M) | 1.28% | $40.9M | -21.22% | -1.14% | -6.64% | |
| RPTX - REPARE THERAPEUTICS INC | Reduce 2% $(804.6K) | 1.21% | $38.9M | -83.85% | +40.09% | +2.75% | |
| ONEM - 1LIFE HEALTHCARE INC | New Purchase | 1.18% | $37.7M | +108.72% | |||
| OSH - OAK STR HEALTH INC | 1.01% | $32.4M | +46.67% | ||||
| TNDM - TANDEM DIABETES CARE INC | New Purchase | 0.98% | $31.5M | -72.35% | -28.45% | -58.80% | |
| SLGC - SOMALOGIC INC | Reduce 6% $(1.9M) | 0.98% | $31.3M | -26.05% | -44.26% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 2% $(523.3K) | 0.97% | $31.0M | +573.84% | +71.61% | +51.76% | |
| NVTA - INVITAE CORP | 0.95% | $30.3M | +10.39% | -69.61% | |||
| NVRO - NEVRO CORP | Add 52% ($10.2M) | 0.93% | $29.7M | +6.86% | -41.39% | ||
| GRTS - GRITSTONE BIO INC | Add 100% ($14.2M) | 0.88% | $28.3M | +103.72% | -11.16% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 49% $(26.0M) | 0.85% | $27.3M | -34.52% | +10.72% | -0.54% | |
| PRTA - PROTHENA CORP PLC | Reduce 4% $(1.1M) | 0.84% | $26.9M | -78.77% | +16.69% | +180.55% | |
| ISEE - IVERIC BIO INC | Reduce 1% $(239.0K) | 0.78% | $25.0M | +14.82% | +232.08% | ||
| STTK - SHATTUCK LABS INC | 0.75% | $23.9M | -70.83% | +8.38% | -24.40% | ||
| STVN - STEVANATO GROUP S P A | Reduce 2% $(402.4K) | 0.72% | $23.1M | +53.58% | +14.42% | +71.72% | |
| AKRO - AKERO THERAPEUTICS INC | 0.71% | $22.7M | +471.28% | +30.07% | +381.69% | ||
| PLRX - PLIANT THERAPEUTICS INC | 0.67% | $21.6M | -72.82% | +309.75% | +346.68% | ||
| ICUI - ICU MED INC | Reduce 56% $(27.4M) | 0.67% | $21.6M | -29.31% | -3.51% | +4.48% | |
| TRDA - ENTRADA THERAPEUTICS INC | 0.57% | $18.4M | +16.20% | +110.91% | +122.81% | ||
| BVS - BIOVENTUS INC | Reduce 2% $(400.4K) | 0.57% | $18.3M | -26.01% | +0.12% | -84.93% | |
| NUVB - NUVATION BIO INC | Reduce 5% $(1.0M) | 0.57% | $18.3M | -57.18% | -30.62% | -62.68% | |
| JAZZ - JAZZ PHARMACEUTICALS PLC | New Purchase | 0.56% | $17.9M | -27.73% | +5.23% | -11.76% | |
| TOI - THE ONCOLOGY INSTITUTE INC | Reduce 3% $(610.1K) | 0.54% | $17.2M | -57.65% | +21.35% | -91.99% | |
| RAPT - RAPT THERAPEUTICS INC | New Purchase | 0.51% | $16.5M | -93.45% | +100.49% | +48.76% | |
| ALLK - ALLAKOS INC | Add 23% ($2.7M) | 0.46% | $14.6M | +6.79% | +54.94% | ||
| ZYME - ZYMEWORKS INC | New Purchase | 0.43% | $13.8M | +132.17% | +17.46% | +68.93% | |
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 1% $(163.9K) | 0.41% | $13.1M | -95.11% | +44.52% | -36.58% | |
| ANNX - ANNEXON INC | Reduce 100% | 0.00% | $0.00 | ||||
| GMAB - GENMAB A/S | Reduce 100% | 0.00% | $0.00 | -28.33% | +20.90% | +38.00% | |
| NLTX - NEOLEUKIN THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZGNX - ZOGENIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| IMTX - IMMATICS N.V | Reduce 100% | 0.00% | $0.00 | ||||