10,000+ stock pitches from top investors available on joinyellowbrick.com
Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2022-08-15 (Q2 2022) | Holdings: 71 | Value: $2.6B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| FATE - FATE THERAPEUTICS INC | 12.26% | $321.1M | -96.63% | -42.57% | -92.23% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 1% $(1.8M) | 9.09% | $238.0M | -53.72% | -11.07% | +3.96% | |
| SGEN - SEAGEN INC | Add 94% ($73.0M) | 5.77% | $151.1M | -23.15% | +12.94% | ||
| ARGX - ARGENX SE | Reduce 25% $(49.3M) | 5.58% | $146.2M | +40.23% | -4.83% | +30.85% | |
| KRYS - KRYSTAL BIOTECH INC | Add 5% ($5.4M) | 4.76% | $124.7M | +70.44% | -2.18% | +57.42% | |
| LIVN - LIVANOVA PLC | Reduce 18% $(21.7M) | 3.87% | $101.4M | -30.68% | -21.19% | -15.67% | |
| HZNP - HORIZON THERAPEUTICS PUB L | New Purchase | 2.78% | $72.8M | +16.47% | +60.24% | ||
| BEAM - BEAM THERAPEUTICS INC | Add 1% ($535.6K) | 2.73% | $71.6M | -75.48% | -31.04% | -66.51% | |
| SKIN - THE BEAUTY HEALTH COMPANY | Reduce 2% $(1.5M) | 2.55% | $66.7M | -89.30% | -25.35% | -55.82% | |
| REPL - REPLIMUNE GROUP INC | Reduce 1% $(804.1K) | 2.43% | $63.7M | -53.62% | -6.06% | -8.11% | |
| IGMS - IGM BIOSCIENCES INC | 2.30% | $60.1M | -95.66% | -4.74% | -72.72% | ||
| ADCT - ADC THERAPEUTICS SA | Add 1% ($632.8K) | 2.28% | $59.7M | -66.59% | -52.48% | -84.01% | |
| CLDX - CELLDEX THERAPEUTICS INC NEW | Add 1% ($647.6K) | 2.13% | $55.8M | -43.15% | -5.95% | -17.67% | |
| CNC - CENTENE CORP DEL | 2.10% | $55.1M | -43.11% | -17.98% | -33.67% | ||
| KYMR - KYMERA THERAPEUTICS INC | 1.96% | $51.3M | +37.85% | -13.36% | -42.83% | ||
| XENE - XENON PHARMACEUTICALS INC | New Purchase | 1.90% | $49.9M | -15.16% | -12.07% | -3.01% | |
| RGNX - REGENXBIO INC | Add 1% ($685.2K) | 1.89% | $49.5M | -74.49% | -36.90% | -46.43% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | 1.86% | $48.6M | -93.96% | -13.94% | -68.17% | ||
| IMGN - IMMUNOGEN INC | Reduce 1% $(346.1K) | 1.57% | $41.1M | -10.52% | +177.41% | ||
| ELV - ELEVANCE HEALTH INC | Add 1% ($398.1K) | 1.55% | $40.5M | -20.68% | -3.19% | -4.59% | |
| SNCE - SCIENCE 37 HOLDINGS INC | 1.52% | $39.8M | -58.26% | -85.02% | |||
| MDVL - MEDAVAIL HOLDINGS INC | New Purchase | 1.47% | $38.5M | -44.92% | -83.72% | ||
| NRIX - NURIX THERAPEUTICS INC | 1.45% | $38.1M | -32.52% | -20.27% | -50.06% | ||
| RPTX - REPARE THERAPEUTICS INC | 1.45% | $38.1M | -88.51% | +38.55% | -22.33% | ||
| ONEM - 1LIFE HEALTHCARE INC | Add 33% ($8.8M) | 1.35% | $35.5M | -2.62% | |||
| VERV - VERVE THERAPEUTICS INC | 1.07% | $28.0M | -70.66% | -34.59% | -60.37% | ||
| ABSI - ABSCI CORPORATION | 1.02% | $26.7M | -42.47% | -43.72% | -66.53% | ||
| STOK - STOKE THERAPEUTICS INC | Reduce 2% $(410.8K) | 1.01% | $26.3M | -45.88% | -57.81% | -74.51% | |
| AUGX - AUGMEDIX INC | 0.99% | $25.9M | |||||
| BMRN - BIOMARIN PHARMACEUTICAL INC | New Purchase | 0.95% | $24.9M | -43.05% | -11.51% | -7.22% | |
| PLRX - PLIANT THERAPEUTICS INC | 0.94% | $24.6M | -93.92% | -4.09% | -20.11% | ||
| TRDA - ENTRADA THERAPEUTICS INC | 0.91% | $23.8M | -44.16% | +38.52% | +24.86% | ||
| STTK - SHATTUCK LABS INC | 0.87% | $22.8M | -75.46% | -45.59% | -48.11% | ||
| OSH - OAK STR HEALTH INC | Add 15% ($3.0M) | 0.87% | $22.7M | -21.51% | |||
| ZYME - ZYMEWORKS INC | Add 81% ($9.1M) | 0.78% | $20.3M | +76.64% | +9.37% | +1.68% | |
| PRTA - PROTHENA CORP PLC | 0.76% | $20.0M | -82.39% | +79.36% | +81.20% | ||
| DCPH - DECIPHERA PHARMACEUTICALS IN | New Purchase | 0.72% | $18.8M | -7.98% | -12.08% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | Add 41% ($5.5M) | 0.71% | $18.7M | +220.28% | -20.19% | -41.45% | |
| NVRO - NEVRO CORP | Reduce 1% $(241.1K) | 0.68% | $17.8M | -15.28% | -63.03% | ||
| STVN - STEVANATO GROUP S P A | Reduce 3% $(543.9K) | 0.67% | $17.6M | +34.46% | -18.93% | +80.03% | |
| GRTS - GRITSTONE BIO INC | Add 1% ($196.1K) | 0.64% | $16.8M | -22.38% | -59.29% | ||
| AKRO - AKERO THERAPEUTICS INC | Reduce 1% $(141.8K) | 0.57% | $15.0M | +326.91% | +255.68% | +260.81% | |
| RAPT - RAPT THERAPEUTICS INC | Add 9% ($1.3M) | 0.57% | $14.9M | -96.82% | -25.58% | -33.54% | |
| ISEE - IVERIC BIO INC | Add 2% ($318.4K) | 0.56% | $14.6M | +28.04% | |||
| JAZZ - JAZZ PHARMACEUTICALS PLC | Reduce 19% $(3.4M) | 0.56% | $14.6M | -32.66% | -11.20% | -14.11% | |
| ANNX - ANNEXON INC | New Purchase | 0.50% | $13.2M | -61.51% | -5.10% | -54.44% | |
| NUVB - NUVATION BIO INC | 0.43% | $11.2M | -40.92% | -36.30% | -45.21% | ||
| TNDM - TANDEM DIABETES CARE INC | Reduce 31% $(5.0M) | 0.42% | $11.1M | -62.87% | -28.00% | -49.29% | |
| SLGC - SOMALOGIC INC | Reduce 47% $(8.2M) | 0.36% | $9.4M | -27.69% | -45.16% | ||
| NVTA - INVITAE CORP | 0.35% | $9.3M | -37.07% | -79.56% | |||
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALLK - ALLAKOS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BVS - BIOVENTUS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ICUI - ICU MED INC | Reduce 100% | 0.00% | $0.00 | ||||
| TOI - THE ONCOLOGY INSTITUTE INC | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||