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: 2023-05-15 (Q1 2023) | Holdings: 76 | Value: $2.3B | 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 |
| FOLD - AMICUS THERAPEUTICS INC | Reduce 9% $(21.1M) | 8.83% | $203.5M | -47.81% | +17.21% | -13.48% | |
| KRYS - KRYSTAL BIOTECH INC | Add 1% ($1.3M) | 6.65% | $153.2M | +48.77% | +37.40% | +84.46% | |
| ISEE - IVERIC BIO INC | Reduce 7% $(7.2M) | 4.44% | $102.3M | ||||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Add 55% ($30.7M) | 3.74% | $86.2M | +4.68% | +83.09% | ||
| AKRO - AKERO THERAPEUTICS INC | Reduce 22% $(22.5M) | 3.39% | $78.2M | +19.40% | +0.91% | -54.92% | |
| PLRX - PLIANT THERAPEUTICS INC | Reduce 25% $(25.3M) | 3.38% | $77.8M | -94.06% | -22.07% | -29.27% | |
| FATE - FATE THERAPEUTICS INC | 3.20% | $73.9M | -76.60% | -46.03% | -19.92% | ||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 10% $(7.8M) | 3.10% | $71.4M | +59.37% | -33.91% | +22.17% | |
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 5% $(3.5M) | 2.93% | $67.6M | -37.89% | -10.05% | +19.15% | |
| REPL - REPLIMUNE GROUP INC | Reduce 21% $(18.0M) | 2.92% | $67.3M | -48.11% | +2.79% | -63.26% | |
| ZYME - ZYMEWORKS INC | Reduce 2% $(976.3K) | 2.38% | $54.9M | +31.29% | -24.43% | -2.49% | |
| PEN - PENUMBRA INC | Reduce 15% $(9.4M) | 2.27% | $52.4M | -17.86% | -18.36% | -35.59% | |
| LIVN - LIVANOVA PLC | Add 7% ($3.5M) | 2.24% | $51.7M | -4.02% | +16.77% | +33.62% | |
| BEAM - BEAM THERAPEUTICS INC | Reduce 9% $(4.9M) | 2.14% | $49.4M | -51.69% | -34.01% | -32.36% | |
| JAZZ - JAZZ PHARMACEUTICALS PLC | Add 5% ($2.4M) | 2.13% | $49.0M | -19.36% | +2.86% | -17.68% | |
| ARGX - ARGENX SE | Reduce 12% $(6.7M) | 2.11% | $48.6M | +36.33% | +27.22% | -4.55% | |
| XENE - XENON PHARMACEUTICALS INC | Reduce 44% $(37.0M) | 2.06% | $47.5M | -23.45% | -12.48% | -3.19% | |
| IGMS - IGM BIOSCIENCES INC | 1.99% | $45.8M | -91.29% | -45.24% | -30.88% | ||
| OSH - OAK STR HEALTH INC | Reduce 25% $(13.9M) | 1.78% | $41.1M | ||||
| CTLT - CATALENT INC | New Purchase | 1.74% | $40.1M | +37.39% | +68.34% | ||
| DXCM - DEXCOM INC | New Purchase | 1.69% | $39.0M | -32.23% | -7.01% | +10.35% | |
| SYK - STRYKER CORPORATION | Add 29% ($8.7M) | 1.69% | $39.0M | +32.11% | -2.00% | +17.13% | |
| STOK - STOKE THERAPEUTICS INC | New Purchase | 1.50% | $34.5M | +0.17% | -52.81% | +21.47% | |
| BMRN - BIOMARIN PHARMACEUTICAL INC | New Purchase | 1.41% | $32.6M | -40.99% | -3.86% | -17.78% | |
| SRPT - SAREPTA THERAPEUTICS INC | New Purchase | 1.39% | $31.9M | -86.49% | -25.89% | -13.69% | |
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 1.35% | $31.2M | -24.70% | -9.68% | -32.41% | |
| RGNX - REGENXBIO INC | Reduce 14% $(5.2M) | 1.35% | $31.0M | -59.78% | -15.53% | -24.87% | |
| IMGN - IMMUNOGEN INC | Reduce 6% $(1.9M) | 1.34% | $30.9M | +22.82% | |||
| ELV - ELEVANCE HEALTH INC | Add 70% ($12.6M) | 1.32% | $30.5M | -14.51% | +2.83% | +21.40% | |
| VTYX - VENTYX BIOSCIENCES INC | Reduce 9% $(2.7M) | 1.19% | $27.3M | -93.36% | -16.12% | -86.04% | |
| TRDA - ENTRADA THERAPEUTICS INC | Reduce 1% $(326.2K) | 1.15% | $26.6M | -45.08% | +22.81% | +16.80% | |
| ADCT - ADC THERAPEUTICS SA | Add 79% ($11.7M) | 1.15% | $26.5M | +15.65% | -44.66% | +56.11% | |
| HUM - HUMANA INC | New Purchase | 1.10% | $25.3M | -52.59% | -5.39% | -31.63% | |
| AUGX - AUGMEDIX INC | 1.09% | $25.0M | |||||
| SRRK - SCHOLAR ROCK HLDG CORP | Add 49% ($8.2M) | 1.08% | $25.0M | +345.10% | -18.63% | +75.49% | |
| RPTX - REPARE THERAPEUTICS INC | Reduce 6% $(1.5M) | 1.08% | $24.9M | -85.79% | -3.93% | -64.42% | |
| PRME - PRIME MEDICINE INC | Reduce 10% $(2.7M) | 1.06% | $24.5M | -85.96% | -9.28% | -45.09% | |
| NRIX - NURIX THERAPEUTICS INC | Reduce 8% $(2.2M) | 1.06% | $24.4M | +10.35% | -18.33% | +46.25% | |
| STVN - STEVANATO GROUP S P A | Reduce 4% $(1.1M) | 1.01% | $23.4M | -10.93% | +19.26% | -22.02% | |
| CRL - CHARLES RIV LABS INTL INC | New Purchase | 1.01% | $23.3M | -23.90% | +5.79% | +17.72% | |
| IMVT - IMMUNOVANT INC | Add 21% ($3.6M) | 0.89% | $20.4M | -11.15% | +15.63% | +76.36% | |
| GRTS - GRITSTONE BIO INC | 0.84% | $19.3M | -17.79% | -64.11% | |||
| CNC - CENTENE CORP DEL | Reduce 1% $(247.1K) | 0.76% | $17.5M | -17.74% | -4.09% | +15.07% | |
| STTK - SHATTUCK LABS INC | 0.72% | $16.5M | -62.38% | -20.46% | +202.70% | ||
| ATRA - ATARA BIOTHERAPEUTICS INC | Reduce 10% $(1.8M) | 0.71% | $16.3M | -84.87% | -20.28% | -71.53% | |
| VERV - VERVE THERAPEUTICS INC | Reduce 8% $(1.5M) | 0.70% | $16.2M | -35.72% | -13.18% | -63.12% | |
| IQV - IQVIA HLDGS INC | New Purchase | 0.62% | $14.3M | -19.04% | +12.68% | +23.05% | |
| ABSI - ABSCI CORPORATION | 0.61% | $14.1M | +103.70% | +18.52% | +251.11% | ||
| ETNB - 89BIO INC | New Purchase | 0.59% | $13.7M | -41.18% | -5.47% | -47.24% | |
| ANNX - ANNEXON INC | 0.59% | $13.5M | -61.00% | -53.83% | -27.33% | ||
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALLK - ALLAKOS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALVR - ALLOVIR INC | Reduce 100% | 0.00% | $0.00 | ||||
| IONS - IONIS PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MDVL - MEDAVAIL HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ONEM - 1LIFE HEALTHCARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| RAPT - RAPT THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| RVMD - REVOLUTION MEDICINES INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNCE - SCIENCE 37 HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| LVTX - LAVA THERAPEUTICS NV | Reduce 100% | 0.00% | $0.00 | ||||