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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2023-02-14 (Q4 2022) | Holdings: 69 | Value: $2.4B | 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 |
| FOLD - AMICUS THERAPEUTICS INC | Reduce 7% $(17.9M) | 10.11% | $247.2M | -53.90% | -9.90% | +12.63% | |
| KRYS - KRYSTAL BIOTECH INC | 6.15% | $150.3M | +77.37% | +20.92% | +52.25% | ||
| AKRO - AKERO THERAPEUTICS INC | Add 65% ($57.1M) | 5.90% | $144.3M | +22.03% | +6.05% | -52.41% | |
| REPL - REPLIMUNE GROUP INC | Add 33% ($32.3M) | 5.38% | $131.4M | -60.88% | -22.75% | -68.43% | |
| FATE - FATE THERAPEUTICS INC | 5.35% | $130.7M | -80.73% | -15.13% | +12.74% | ||
| ISEE - IVERIC BIO INC | Add 32% ($23.6M) | 3.94% | $96.4M | +82.04% | |||
| XENE - XENON PHARMACEUTICALS INC | 3.81% | $93.1M | -19.08% | +5.89% | +23.52% | ||
| CLDX - CELLDEX THERAPEUTICS INC NEW | 3.61% | $88.1M | -50.79% | -19.03% | -13.02% | ||
| PLRX - PLIANT THERAPEUTICS INC | Reduce 14% $(12.2M) | 3.07% | $75.0M | -95.78% | -28.04% | -45.86% | |
| BEAM - BEAM THERAPEUTICS INC | 2.83% | $69.2M | -60.37% | -16.05% | -22.98% | ||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 7% $(5.1M) | 2.73% | $66.7M | +39.46% | -10.21% | +12.37% | |
| LIVN - LIVANOVA PLC | Reduce 28% $(23.9M) | 2.51% | $61.4M | -16.61% | -12.63% | -7.62% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Add 21% ($10.2M) | 2.41% | $58.9M | -10.06% | +0.70% | ||
| IGMS - IGM BIOSCIENCES INC | 2.32% | $56.7M | -95.01% | -41.19% | -34.27% | ||
| ARGX - ARGENX SE | Reduce 47% $(49.8M) | 2.30% | $56.3M | +43.15% | +8.08% | +4.71% | |
| JAZZ - JAZZ PHARMACEUTICALS PLC | Add 292% ($37.8M) | 2.08% | $50.8M | -27.57% | -9.88% | -15.14% | |
| PEN - PENUMBRA INC | Add 24% ($9.6M) | 2.02% | $49.3M | -1.54% | +20.65% | +4.64% | |
| ZYME - ZYMEWORKS DEL INC | New Purchase | 1.99% | $48.5M | +42.55% | +10.84% | +32.17% | |
| RGNX - REGENXBIO INC | 1.78% | $43.4M | -61.27% | -1.90% | -16.63% | ||
| IMGN - IMMUNOGEN INC | 1.73% | $42.3M | +210.60% | ||||
| PRME - PRIME MEDICINE INC | New Purchase | 1.68% | $41.0M | -91.06% | -35.92% | -61.25% | |
| RPTX - REPARE THERAPEUTICS INC | 1.62% | $39.5M | -88.05% | -14.07% | -41.10% | ||
| ONEM - 1LIFE HEALTHCARE INC | Reduce 43% $(29.4M) | 1.59% | $38.9M | ||||
| NRIX - NURIX THERAPEUTICS INC | 1.35% | $32.9M | +9.01% | +1.88% | -7.60% | ||
| OSH - OAK STR HEALTH INC | Add 34% ($7.7M) | 1.25% | $30.6M | ||||
| VTYX - VENTYX BIOSCIENCES INC | Reduce 34% $(15.4M) | 1.20% | $29.3M | -94.55% | -17.26% | -94.25% | |
| ADCT - ADC THERAPEUTICS SA | Add 1% ($302.7K) | 1.19% | $29.1M | -30.02% | -38.80% | +14.78% | |
| SYK - STRYKER CORPORATION | Reduce 33% $(12.6M) | 1.06% | $25.9M | +45.25% | +10.26% | +34.18% | |
| TRDA - ENTRADA THERAPEUTICS INC | Reduce 5% $(1.4M) | 1.03% | $25.1M | -45.33% | -0.47% | +16.80% | |
| GRTS - GRITSTONE BIO INC | 0.98% | $23.9M | -23.52% | -19.26% | |||
| VERV - VERVE THERAPEUTICS INC | Reduce 19% $(5.5M) | 0.97% | $23.6M | -48.16% | -17.67% | -38.09% | |
| CNC - CENTENE CORP DEL | 0.94% | $23.1M | -24.25% | -7.69% | +7.54% | ||
| AUGX - AUGMEDIX INC | 0.92% | $22.4M | |||||
| ALLK - ALLAKOS INC | 0.88% | $21.4M | -21.94% | -80.09% | |||
| ATRA - ATARA BIOTHERAPEUTICS INC | 0.84% | $20.5M | -92.98% | -51.86% | -83.12% | ||
| ELV - ELEVANCE HEALTH INC | Reduce 45% $(16.2M) | 0.82% | $20.0M | -19.88% | -6.54% | +6.10% | |
| IMVT - IMMUNOVANT INC | New Purchase | 0.79% | $19.3M | -16.31% | -2.85% | +99.47% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 33% $(9.5M) | 0.78% | $19.0M | +262.84% | -16.78% | +57.54% | |
| ANNX - ANNEXON INC | 0.74% | $18.1M | -60.80% | +1.51% | -12.73% | ||
| STVN - STEVANATO GROUP S P A | 0.69% | $16.9M | +15.57% | +31.10% | +55.27% | ||
| ABSI - ABSCI CORPORATION | 0.69% | $16.9M | +2.23% | -52.42% | +91.45% | ||
| RAPT - RAPT THERAPEUTICS INC | 0.64% | $15.5M | -96.63% | -22.54% | -7.30% | ||
| RVMD - REVOLUTION MEDICINES INC | 0.61% | $14.9M | +57.95% | +4.98% | +16.61% | ||
| STTK - SHATTUCK LABS INC | 0.53% | $12.9M | -78.63% | -42.76% | +97.15% | ||
| MDVL - MEDAVAIL HOLDINGS INC | 0.42% | $10.4M | -26.58% | -92.36% | |||
| IONS - IONIS PHARMACEUTICALS INC | Reduce 35% $(5.3M) | 0.41% | $10.1M | -5.05% | -7.03% | +16.16% | |
| LVTX - LAVA THERAPEUTICS NV | 0.40% | $9.9M | -61.05% | -44.77% | -41.28% | ||
| ALVR - ALLOVIR INC | 0.40% | $9.8M | -36.31% | -89.73% | |||
| SNCE - SCIENCE 37 HOLDINGS INC | 0.34% | $8.2M | -39.02% | -30.49% | |||
| ALXO - ALX ONCOLOGY HLDGS INC | New Purchase | 0.28% | $6.8M | -93.86% | -18.43% | +111.99% | |
| STOK - STOKE THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SKIN - THE BEAUTY HEALTH COMPANY | Reduce 100% | 0.00% | $0.00 | ||||
| ZYME - ZYMEWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PRTA - PROTHENA CORP PLC | Reduce 100% | 0.00% | $0.00 | ||||