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: 2023-08-14 (Q2 2023) | Holdings: 72 | 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 |
| IMGN - IMMUNOGEN INC | Add 120% ($182.7M) | 12.84% | $334.6M | +3.44% | |||
| KRYS - KRYSTAL BIOTECH INC | Add 34% ($76.7M) | 11.57% | $301.3M | +10.49% | -16.72% | +62.26% | |
| FOLD - AMICUS THERAPEUTICS INC | Add 7% ($15.3M) | 9.43% | $245.8M | -57.01% | -20.03% | -14.10% | |
| REPL - REPLIMUNE GROUP INC | Add 16% ($14.1M) | 3.94% | $102.6M | -51.80% | -43.32% | -47.69% | |
| AKRO - AKERO THERAPEUTICS INC | Reduce 11% $(10.9M) | 3.25% | $84.6M | +15.26% | -69.24% | -48.94% | |
| AUGX - AUGMEDIX INC | Add 9% ($6.0M) | 2.89% | $75.2M | ||||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 13% $(9.9M) | 2.64% | $68.7M | -18.87% | |||
| FATE - FATE THERAPEUTICS INC | Add 1% ($795.9K) | 2.40% | $62.5M | -59.67% | -17.33% | +13.00% | |
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 10% $(6.2M) | 2.21% | $57.5M | -32.99% | -8.18% | +6.53% | |
| LIVN - LIVANOVA PLC | Reduce 7% $(4.4M) | 2.17% | $56.6M | -18.48% | -13.14% | -16.48% | |
| CTLT - CATALENT INC | Add 90% ($23.9M) | 1.93% | $50.4M | -12.09% | +32.91% | ||
| ZYME - ZYMEWORKS INC | Reduce 7% $(3.5M) | 1.88% | $48.9M | +69.08% | +3.21% | +40.56% | |
| PLRX - PLIANT THERAPEUTICS INC | Reduce 8% $(4.5M) | 1.86% | $48.5M | -92.73% | -24.53% | -31.02% | |
| PEN - PENUMBRA INC | Reduce 26% $(16.9M) | 1.84% | $47.8M | +0.62% | -10.79% | -25.91% | |
| BEAM - BEAM THERAPEUTICS INC | Reduce 8% $(4.1M) | 1.82% | $47.4M | -32.53% | -0.12% | -1.27% | |
| XENE - XENON PHARMACEUTICALS INC | Reduce 15% $(7.9M) | 1.66% | $43.1M | -14.84% | -22.18% | +2.11% | |
| KYMR - KYMERA THERAPEUTICS INC | Reduce 22% $(12.5M) | 1.65% | $43.0M | +132.43% | -9.46% | +120.42% | |
| BMRN - BIOMARIN PHARMACEUTICAL INC | Add 46% ($13.4M) | 1.63% | $42.4M | -38.76% | -3.48% | -1.13% | |
| JAZZ - JAZZ PHARMACEUTICALS PLC | Add 2% ($833.4K) | 1.63% | $42.4M | -22.50% | -10.21% | -21.24% | |
| STOK - STOKE THERAPEUTICS INC | Reduce 5% $(2.0M) | 1.61% | $42.0M | +112.29% | -15.41% | +161.47% | |
| RGNX - REGENXBIO INC | Add 24% ($7.7M) | 1.55% | $40.5M | -52.86% | +5.28% | -31.74% | |
| DXCM - DEXCOM INC | Reduce 14% $(6.0M) | 1.43% | $37.2M | -29.56% | -11.21% | -37.08% | |
| IMVT - IMMUNOVANT INC | Add 46% ($11.5M) | 1.40% | $36.4M | -25.40% | +61.05% | +45.25% | |
| ELV - ELEVANCE HEALTH INC | Add 18% ($5.3M) | 1.34% | $34.8M | -17.67% | -2.44% | +16.80% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Add 41% ($9.6M) | 1.27% | $33.2M | +415.91% | +68.75% | +33.24% | |
| VTYX - VENTYX BIOSCIENCES INC | Add 15% ($4.1M) | 1.18% | $30.8M | -92.55% | -92.59% | -93.97% | |
| ADCT - ADC THERAPEUTICS SA | Add 4% ($1.0M) | 1.16% | $30.2M | +88.20% | -63.66% | +81.99% | |
| NRIX - NURIX THERAPEUTICS INC | Add 4% ($1.1M) | 1.10% | $28.5M | +28.54% | -28.65% | +145.13% | |
| IGMS - IGM BIOSCIENCES INC | Reduce 11% $(3.3M) | 1.05% | $27.4M | -85.82% | -28.48% | +12.36% | |
| SYK - STRYKER CORPORATION | Reduce 37% $(15.4M) | 1.01% | $26.2M | +33.41% | -0.05% | +18.63% | |
| RPTX - REPARE THERAPEUTICS INC | Reduce 4% $(1.1M) | 0.99% | $25.7M | -85.14% | -44.26% | -68.39% | |
| COGT - COGENT BIOSCIENCES INC | New Purchase | 0.93% | $24.3M | -40.26% | -36.63% | -28.05% | |
| CRL - CHARLES RIV LABS INTL INC | Reduce 1% $(205.4K) | 0.92% | $24.0M | -32.57% | -12.95% | -6.21% | |
| ZBH - ZIMMER BIOMET HOLDINGS INC | New Purchase | 0.85% | $22.0M | -25.38% | -10.09% | -10.03% | |
| IQV - IQVIA HLDGS INC | Add 32% ($5.1M) | 0.81% | $21.2M | -29.51% | -6.16% | +9.84% | |
| BSX - BOSTON SCIENTIFIC CORP | New Purchase | 0.81% | $21.2M | +97.68% | +5.01% | +51.29% | |
| HUM - HUMANA INC | Reduce 11% $(2.6M) | 0.79% | $20.7M | -50.02% | +2.37% | -27.34% | |
| VERV - VERVE THERAPEUTICS INC | Reduce 5% $(1.1M) | 0.76% | $19.9M | -33.89% | -31.69% | -73.01% | |
| TRDA - ENTRADA THERAPEUTICS INC | Reduce 28% $(7.9M) | 0.76% | $19.9M | -54.08% | +6.73% | +6.21% | |
| PRME - PRIME MEDICINE INC | Reduce 34% $(9.8M) | 0.74% | $19.4M | -85.19% | -46.34% | -63.87% | |
| CABA - CABALETTA BIO INC | New Purchase | 0.68% | $17.7M | -87.12% | +29.34% | -66.79% | |
| STTK - SHATTUCK LABS INC | 0.67% | $17.5M | -54.04% | +1.89% | +55.19% | ||
| ETNB - 89BIO INC | Reduce 15% $(2.6M) | 0.55% | $14.4M | -37.58% | -52.50% | -49.00% | |
| GRTS - GRITSTONE BIO INC | Reduce 1% $(130.1K) | 0.51% | $13.4M | -17.24% | -69.53% | ||
| ANNX - ANNEXON INC | 0.47% | $12.3M | -22.52% | -16.56% | +98.01% | ||
| ABSI - ABSCI CORPORATION | 0.47% | $12.2M | +53.63% | -21.79% | +131.28% | ||
| ALLK - ALLAKOS INC | New Purchase | 0.38% | $10.0M | -48.56% | -82.83% | ||
| STXS - STEREOTAXIS INC | New Purchase | 0.37% | $9.8M | +46.75% | -7.14% | +23.38% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 8% ($702.1K) | 0.37% | $9.7M | -83.72% | -80.70% | -86.13% | |
| ALXO - ALX ONCOLOGY HLDGS INC | New Purchase | 0.37% | $9.6M | -89.86% | +82.71% | -44.79% | |
| ARGX - ARGENX SE | Reduce 100% | 0.00% | $0.00 | +22.31% | -3.39% | +4.13% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | +2.14% | -15.34% | -16.24% | |
| CNC - CENTENE CORP DEL | Reduce 100% | 0.00% | $0.00 | -9.06% | +10.99% | +18.99% | |
| ISEE - IVERIC BIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| OSH - OAK STR HEALTH INC | Reduce 100% | 0.00% | $0.00 | ||||
| SRPT - SAREPTA THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | +18.26% | -25.71% | +18.26% | |
| STVN - STEVANATO GROUP S P A | Reduce 100% | 0.00% | $0.00 | ||||