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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2023-11-14 (Q3 2023) | Holdings: 68 | Value: $2.1T | 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 |
| IMGN - IMMUNOGEN INC | Reduce 1% $(3.6B) | 13.22% | $277.8B | ||||
| KRYS - KRYSTAL BIOTECH INC | Reduce 22% $(65.3B) | 11.06% | $232.4B | +28.76% | +10.52% | +66.43% | |
| FOLD - AMICUS THERAPEUTICS INC | Reduce 13% $(31.9B) | 9.80% | $206.0B | -46.35% | +31.09% | -9.36% | |
| AKRO - AKERO THERAPEUTICS INC | Reduce 2% $(2.1B) | 4.26% | $89.5B | +269.95% | +44.27% | +89.29% | |
| N/A - AUGMEDIX INC | 3.83% | $80.5B | |||||
| REPL - REPLIMUNE GROUP INC | Reduce 6% $(4.4B) | 3.39% | $71.2B | -14.43% | -30.93% | -2.61% | |
| LIVN - LIVANOVA PLC | 2.77% | $58.2B | -7.44% | +2.54% | +6.76% | ||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 8% $(5.1B) | 2.71% | $56.9B | +29.43% | |||
| PLRX - PLIANT THERAPEUTICS INC | 2.21% | $46.4B | -90.11% | +26.89% | -6.12% | ||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 4% $(1.7B) | 2.14% | $45.0B | -24.81% | +32.90% | -14.95% | |
| RGNX - REGENXBIO INC | Add 27% ($9.0B) | 2.02% | $42.4B | -54.85% | -2.79% | -49.26% | |
| IMVT - IMMUNOVANT INC | Reduce 43% $(31.4B) | 2.01% | $42.3B | -54.65% | +8.09% | -23.85% | |
| RYZB - RAYZEBIO INC | New Purchase | 1.96% | $41.2B | +177.75% | |||
| BSX - BOSTON SCIENTIFIC CORP | Add 98% ($20.2B) | 1.94% | $40.9B | +87.69% | +22.37% | +61.06% | |
| CTLT - CATALENT INC | Reduce 25% $(13.1B) | 1.89% | $39.8B | +59.07% | +63.67% | ||
| PEN - PENUMBRA INC | Add 12% ($3.9B) | 1.78% | $37.5B | +19.27% | +26.76% | +10.37% | |
| ELV - ELEVANCE HEALTH INC | Add 9% ($3.1B) | 1.77% | $37.2B | -16.38% | +10.74% | -11.99% | |
| ZYME - ZYMEWORKS INC | 1.71% | $35.9B | +65.75% | +53.67% | +101.97% | ||
| BEAM - BEAM THERAPEUTICS INC | Reduce 1% $(372.1M) | 1.68% | $35.3B | -31.35% | +33.41% | -2.83% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Add 7% ($2.3B) | 1.60% | $33.6B | +228.09% | +42.46% | +139.30% | |
| VTYX - VENTYX BIOSCIENCES INC | Reduce 1% $(367.9M) | 1.54% | $32.3B | -1.66% | +3.73% | -22.41% | |
| HUM - HUMANA INC | Add 29% ($6.6B) | 1.39% | $29.1B | -50.52% | -27.08% | -44.34% | |
| RPTX - REPARE THERAPEUTICS INC | Reduce 1% $(285.6M) | 1.38% | $29.0B | -66.59% | +64.69% | -26.30% | |
| FATE - FATE THERAPEUTICS INC | 1.32% | $27.8B | -47.84% | +205.17% | -12.93% | ||
| CABA - CABALETTA BIO INC | Add 29% ($6.1B) | 1.28% | $27.0B | -90.40% | +32.63% | -83.19% | |
| KYMR - KYMERA THERAPEUTICS INC | 1.24% | $26.0B | +169.22% | +116.93% | +143.25% | ||
| SYK - STRYKER CORPORATION | Add 10% ($2.4B) | 1.23% | $25.9B | +33.76% | +23.56% | +39.14% | |
| IGMS - IGM BIOSCIENCES INC | 1.18% | $24.8B | -75.78% | +218.84% | +96.07% | ||
| DXCM - DEXCOM INC | Reduce 15% $(4.2B) | 1.08% | $22.8B | -20.09% | +16.09% | -25.15% | |
| NRIX - NURIX THERAPEUTICS INC | 1.07% | $22.4B | +85.03% | +56.85% | +264.97% | ||
| TRDA - ENTRADA THERAPEUTICS INC | Reduce 2% $(435.6M) | 0.97% | $20.3B | -58.38% | -11.07% | +5.68% | |
| COGT - COGENT BIOSCIENCES INC | 0.95% | $20.0B | +0.84% | +23.68% | +23.96% | ||
| STOK - STOKE THERAPEUTICS INC | Reduce 2% $(325.0M) | 0.73% | $15.3B | +148.28% | +13.95% | +158.15% | |
| GRTS.Q - GRITSTONE BIO INC | Add 24% ($2.8B) | 0.70% | $14.6B | +57.97% | -98.33% | ||
| XENE - XENON PHARMACEUTICALS INC | Reduce 63% $(23.9B) | 0.68% | $14.3B | +7.52% | +64.11% | +34.24% | |
| BHVN - BIOHAVEN LTD | New Purchase | 0.64% | $13.5B | -51.42% | +65.80% | +49.86% | |
| CRL - CHARLES RIV LABS INTL INC | Reduce 42% $(9.4B) | 0.62% | $13.0B | -18.84% | +37.09% | +4.88% | |
| ADCT - ADC THERAPEUTICS SA | Add 1% ($114.9M) | 0.61% | $12.7B | +450.91% | +803.64% | +334.55% | |
| EVH - EVOLENT HEALTH INC | New Purchase | 0.60% | $12.7B | -70.95% | +4.94% | -58.43% | |
| PRME - PRIME MEDICINE INC | 0.60% | $12.6B | -74.29% | +11.43% | -52.21% | ||
| ETNB - 89BIO INC | 0.56% | $11.8B | +31.06% | +28.31% | +3.93% | ||
| VERV - VERVE THERAPEUTICS INC | Reduce 24% $(3.3B) | 0.51% | $10.7B | +1.09% | +20.73% | -56.45% | |
| ABSI - ABSCI CORPORATION | 0.50% | $10.6B | +111.54% | +296.15% | +118.46% | ||
| ALLK - ALLAKOS INC | Add 81% ($4.2B) | 0.45% | $9.4B | -31.35% | -37.30% | ||
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 4% ($344.4M) | 0.44% | $9.3B | -12.68% | +109.99% | +30.65% | |
| STXS - STEREOTAXIS INC | Reduce 10% $(960.8M) | 0.43% | $9.1B | +59.15% | +97.18% | +43.66% | |
| STTK - SHATTUCK LABS INC | 0.41% | $8.5B | -57.45% | +292.58% | -46.07% | ||
| ANNX - ANNEXON INC | 0.39% | $8.3B | -2.90% | +116.18% | +153.94% | ||
| SNCE - SCIENCE 37 HOLDINGS INC | New Purchase | 0.38% | $7.9B | +0.21% | |||
| RAPT - RAPT THERAPEUTICS INC | New Purchase | 0.34% | $7.1B | -92.63% | +102.86% | -91.22% | |
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BMRN - BIOMARIN PHARMACEUTICAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| IQV - IQVIA HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZBH - ZIMMER BIOMET HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| JAZZ - JAZZ PHARMACEUTICALS PLC | Reduce 100% | 0.00% | $0.00 | ||||