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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2022-11-14 (Q3 2022) | Holdings: 70 | 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.
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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 | 11.26% | $290.4M | -94.82% | -72.85% | -89.38% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 2% $(4.6M) | 8.80% | $226.7M | -50.90% | +12.34% | -8.65% | |
| KRYS - KRYSTAL BIOTECH INC | 5.14% | $132.4M | +69.35% | -5.76% | +27.64% | ||
| ARGX - ARGENX SE | Reduce 27% $(37.3M) | 3.83% | $98.9M | +42.58% | -0.39% | +29.08% | |
| PLRX - PLIANT THERAPEUTICS INC | Add 47% ($30.1M) | 3.65% | $94.2M | -93.77% | +48.95% | -35.30% | |
| XENE - XENON PHARMACEUTICALS INC | Add 45% ($26.4M) | 3.32% | $85.6M | -9.04% | +10.66% | -16.88% | |
| BEAM - BEAM THERAPEUTICS INC | Reduce 4% $(3.7M) | 3.28% | $84.5M | -68.04% | -17.35% | -52.69% | |
| LIVN - LIVANOVA PLC | Reduce 5% $(4.4M) | 3.03% | $78.0M | -10.80% | +7.90% | -4.96% | |
| IGMS - IGM BIOSCIENCES INC | 2.94% | $75.8M | -95.45% | -6.77% | -77.06% | ||
| ONEM - 1LIFE HEALTHCARE INC | Reduce 10% $(7.4M) | 2.72% | $70.1M | -9.33% | |||
| REPL - REPLIMUNE GROUP INC | 2.44% | $63.0M | -54.70% | +17.66% | -46.73% | ||
| KYMR - KYMERA THERAPEUTICS INC | Add 10% ($5.9M) | 2.43% | $62.6M | +53.98% | +9.42% | -40.02% | |
| ISEE - IVERIC BIO INC | Add 124% ($33.7M) | 2.37% | $61.0M | +6.50% | |||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 4% $(2.4M) | 2.16% | $55.8M | -44.33% | +14.65% | -23.72% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Add 108% ($28.5M) | 2.13% | $55.0M | -7.47% | -26.24% | ||
| AKRO - AKERO THERAPEUTICS INC | 2.10% | $54.2M | +22.98% | +0.81% | -67.18% | ||
| VERV - VERVE THERAPEUTICS INC | Reduce 18% $(11.3M) | 2.01% | $51.7M | -59.58% | -21.05% | -58.23% | |
| RGNX - REGENXBIO INC | Reduce 4% $(2.3M) | 1.97% | $50.7M | -62.82% | -2.60% | -16.96% | |
| VTYX - VENTYX BIOSCIENCES INC | New Purchase | 1.85% | $47.7M | -91.15% | +67.44% | -91.19% | |
| IMGN - IMMUNOGEN INC | Reduce 6% $(2.8M) | 1.58% | $40.9M | -33.01% | +149.44% | ||
| NRIX - NURIX THERAPEUTICS INC | 1.52% | $39.2M | -20.79% | -29.45% | -56.03% | ||
| ADCT - ADC THERAPEUTICS SA | 1.40% | $36.2M | -29.53% | +3.02% | -86.40% | ||
| ZYME - ZYMEWORKS INC | Add 50% ($11.9M) | 1.38% | $35.5M | +54.21% | +8.30% | -5.86% | |
| PEN - PENUMBRA INC | New Purchase | 1.31% | $33.9M | +29.84% | +33.47% | +15.13% | |
| RPTX - REPARE THERAPEUTICS INC | Reduce 1% $(444.0K) | 1.26% | $32.6M | -92.14% | -35.77% | -70.53% | |
| ELV - ELEVANCE HEALTH INC | Reduce 16% $(6.1M) | 1.24% | $32.0M | -20.96% | -1.07% | -6.34% | |
| SNCE - SCIENCE 37 HOLDINGS INC | 1.24% | $31.9M | -50.84% | -67.47% | |||
| PRTA - PROTHENA CORP PLC | Reduce 29% $(12.8M) | 1.24% | $31.9M | -90.76% | -13.38% | -43.65% | |
| SYK - STRYKER CORPORATION | New Purchase | 1.24% | $31.9M | +73.07% | +20.31% | +29.67% | |
| TRDA - ENTRADA THERAPEUTICS INC | 1.19% | $30.8M | -62.90% | -42.80% | -13.77% | ||
| MDVL - MEDAVAIL HOLDINGS INC | Add 37% ($7.3M) | 1.04% | $26.9M | -52.32% | -93.20% | ||
| OSH - OAK STR HEALTH INC | Reduce 23% $(7.9M) | 1.01% | $26.0M | +51.13% | |||
| ABSI - ABSCI CORPORATION | 0.98% | $25.1M | -12.70% | -12.06% | -55.56% | ||
| SKIN - THE BEAUTY HEALTH COMPANY | Reduce 59% $(36.3M) | 0.96% | $24.9M | -86.23% | +25.47% | -82.08% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | 0.92% | $23.6M | -94.08% | -16.42% | -92.99% | ||
| CNC - CENTENE CORP DEL | Reduce 57% $(28.7M) | 0.85% | $22.0M | -33.43% | -11.77% | -11.61% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 8% $(1.8M) | 0.84% | $21.8M | +308.09% | +11.80% | +33.48% | |
| ANNX - ANNEXON INC | 0.84% | $21.6M | -61.26% | -2.32% | -58.28% | ||
| AUGX - AUGMEDIX INC | 0.81% | $20.9M | |||||
| RAPT - RAPT THERAPEUTICS INC | Reduce 4% $(794.0K) | 0.73% | $18.9M | -96.02% | +22.97% | -48.39% | |
| IONS - IONIS PHARMACEUTICALS INC | New Purchase | 0.70% | $18.0M | -17.22% | -13.71% | +11.32% | |
| GRTS - GRITSTONE BIO INC | 0.69% | $17.9M | -12.83% | -52.63% | |||
| STVN - STEVANATO GROUP S P A | Reduce 15% $(2.9M) | 0.62% | $16.0M | +57.25% | +39.09% | +86.19% | |
| ALLK - ALLAKOS INC | New Purchase | 0.60% | $15.6M | -15.87% | -73.73% | ||
| STTK - SHATTUCK LABS INC | 0.59% | $15.2M | -56.50% | +103.35% | -3.57% | ||
| ALVR - ALLOVIR INC | New Purchase | 0.58% | $15.1M | -27.69% | -80.53% | ||
| LVTX - LAVA THERAPEUTICS NV | New Purchase | 0.50% | $12.9M | -75.64% | -38.45% | -72.91% | |
| RVMD - REVOLUTION MEDICINES INC | New Purchase | 0.48% | $12.3M | +82.83% | +16.94% | -2.29% | |
| JAZZ - JAZZ PHARMACEUTICALS PLC | Reduce 13% $(1.6M) | 0.42% | $10.9M | -27.78% | -0.31% | -16.33% | |
| STOK - STOKE THERAPEUTICS INC | Reduce 58% $(14.9M) | 0.42% | $10.7M | +22.82% | -4.35% | -51.06% | |
| BMRN - BIOMARIN PHARMACEUTICAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| NVTA - INVITAE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| NVRO - NEVRO CORP | Reduce 100% | 0.00% | $0.00 | ||||
| NUVB - NUVATION BIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| SGEN - SEAGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| SLGC - SOMALOGIC INC | Reduce 100% | 0.00% | $0.00 | ||||
| TNDM - TANDEM DIABETES CARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| HZNP - HORIZON THERAPEUTICS PUB L | Reduce 100% | 0.00% | $0.00 | ||||