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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2024-02-14 (Q4 2023) | Holdings: 70 | Value: $2.8B | 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 6% $(32.0M) | 17.42% | $487.0M | ||||
| KRYS - KRYSTAL BIOTECH INC | Reduce 13% $(33.5M) | 7.69% | $215.0M | +18.67% | +46.61% | +40.77% | |
| FOLD - AMICUS THERAPEUTICS INC | Reduce 12% $(30.0M) | 7.53% | $210.4M | -56.92% | -27.37% | -25.94% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Add 35% ($31.4M) | 4.31% | $120.4M | +130.60% | -10.86% | +134.60% | |
| RYZB - RAYZEBIO INC | 4.13% | $115.5M | |||||
| AUGX - AUGMEDIX INC | Add 5% ($4.4M) | 3.43% | $95.8M | ||||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Add 7% ($5.3M) | 2.77% | $77.4M | +65.26% | |||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 2.42% | $67.7M | +21.56% | +6.44% | +24.04% | |
| RGNX - REGENXBIO INC | Add 46% ($21.3M) | 2.41% | $67.5M | -49.35% | -4.08% | -55.20% | |
| BHVN - BIOHAVEN LTD | Add 178% ($39.6M) | 2.21% | $61.8M | -69.75% | -22.05% | -17.20% | |
| ZYME - ZYMEWORKS INC | Add 2% ($1.3M) | 2.15% | $60.2M | +8.97% | -21.05% | +26.57% | |
| LIVN - LIVANOVA PLC | Add 3% ($1.9M) | 2.10% | $58.8M | -8.30% | +28.30% | -4.16% | |
| ALXO - ALX ONCOLOGY HLDGS INC | New Purchase | 1.95% | $54.5M | -96.98% | -6.88% | -92.68% | |
| CTLT - CATALENT INC | Add 26% ($10.2M) | 1.77% | $49.4M | -2.59% | |||
| FATE - FATE THERAPEUTICS INC | 1.76% | $49.3M | -81.75% | -36.05% | -76.92% | ||
| PLRX - PLIANT THERAPEUTICS INC | Add 1% ($335.9K) | 1.75% | $48.8M | -92.26% | -9.22% | -82.39% | |
| KYMR - KYMERA THERAPEUTICS INC | Reduce 2% $(1.1M) | 1.66% | $46.4M | +27.69% | -1.18% | +2.09% | |
| IMNM - IMMUNOME INC | New Purchase | 1.48% | $41.5M | -59.38% | -31.92% | -54.32% | |
| IMVT - IMMUNOVANT INC | Reduce 11% $(5.3M) | 1.47% | $41.2M | -58.34% | -18.75% | -45.31% | |
| BSX - BOSTON SCIENTIFIC CORP | Reduce 10% $(4.7M) | 1.43% | $40.1M | +53.31% | +12.60% | +59.33% | |
| STTK - SHATTUCK LABS INC | 1.43% | $40.1M | -89.23% | -9.83% | -86.08% | ||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 39% $(25.5M) | 1.41% | $39.4M | -42.96% | +10.05% | -38.25% | |
| BEAM - BEAM THERAPEUTICS INC | Reduce 3% $(1.1M) | 1.39% | $38.9M | -46.76% | -24.44% | +4.95% | |
| ABSI - ABSCI CORPORATION | 1.21% | $33.7M | -43.88% | -1.53% | +18.16% | ||
| NRIX - NURIX THERAPEUTICS INC | Add 14% ($4.2M) | 1.20% | $33.6M | +24.28% | +70.05% | +78.93% | |
| IDYA - IDEAYA BIOSCIENCES INC | New Purchase | 1.19% | $33.3M | -53.35% | -9.43% | -56.38% | |
| REPL - REPLIMUNE GROUP INC | Reduce 7% $(2.5M) | 1.17% | $32.6M | +34.04% | -3.81% | +98.16% | |
| CABA - CABALETTA BIO INC | Reduce 23% $(9.1M) | 1.12% | $31.2M | -92.85% | -47.54% | -90.37% | |
| ABT - ABBOTT LABS | New Purchase | 1.05% | $29.2M | +20.90% | -6.38% | +18.32% | |
| EVH - EVOLENT HEALTH INC | Add 80% ($12.2M) | 0.99% | $27.6M | -72.28% | -24.52% | -67.56% | |
| AKRO - AKERO THERAPEUTICS INC | Reduce 37% $(15.4M) | 0.93% | $25.9M | +153.58% | -2.68% | +128.36% | |
| ADCT - ADC THERAPEUTICS SA | Add 8% ($1.9M) | 0.91% | $25.4M | -39.40% | -17.40% | -66.40% | |
| ANNX - ANNEXON INC | Add 57% ($9.1M) | 0.89% | $25.0M | -55.77% | -14.93% | -48.96% | |
| IGMS - IGM BIOSCIENCES INC | 0.88% | $24.7M | -92.35% | -37.97% | -90.46% | ||
| VERV - VERVE THERAPEUTICS INC | Add 112% ($12.7M) | 0.86% | $24.0M | -13.19% | -51.37% | -33.76% | |
| PEN - PENUMBRA INC | Reduce 39% $(15.1M) | 0.86% | $24.0M | -4.90% | -24.25% | +0.33% | |
| ETNB - 89BIO INC | Add 158% ($13.5M) | 0.79% | $22.0M | +1.21% | -6.88% | +10.53% | |
| CRL - CHARLES RIV LABS INTL INC | Add 31% ($4.8M) | 0.73% | $20.5M | -39.98% | -3.93% | -36.22% | |
| TRDA - ENTRADA THERAPEUTICS INC | 0.69% | $19.4M | -53.04% | -3.21% | -12.56% | ||
| NGNE - NEUROGENE INC | New Purchase | 0.66% | $18.4M | -38.34% | +13.17% | -41.54% | |
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 0.65% | $18.3M | +33.36% | +4.54% | +57.29% | |
| HCA - HCA HEALTHCARE INC | New Purchase | 0.64% | $17.9M | +24.28% | +6.76% | +4.01% | |
| COGT - COGENT BIOSCIENCES INC | Add 42% ($5.1M) | 0.61% | $17.1M | -17.26% | -11.77% | -7.43% | |
| SYK - STRYKER CORPORATION | Reduce 44% $(12.5M) | 0.57% | $15.9M | +7.55% | -5.22% | +10.85% | |
| RPTX - REPARE THERAPEUTICS INC | Reduce 11% $(1.9M) | 0.56% | $15.7M | -79.86% | -49.00% | -81.71% | |
| STOK - STOKE THERAPEUTICS INC | Reduce 32% $(6.6M) | 0.49% | $13.8M | +118.71% | +167.11% | +83.55% | |
| ALGN - ALIGN TECHNOLOGY INC | New Purchase | 0.49% | $13.7M | -41.43% | -8.80% | -34.20% | |
| GRTS - GRITSTONE BIO INC | Reduce 31% $(5.4M) | 0.43% | $12.0M | -65.91% | -100.00% | ||
| PRME - PRIME MEDICINE INC | 0.42% | $11.7M | -72.43% | +3.52% | -54.21% | ||
| ELV - ELEVANCE HEALTH INC | Reduce 73% $(29.4M) | 0.39% | $10.9M | -24.24% | +6.81% | -23.58% | |
| ALLK - ALLAKOS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ATRA - ATARA BIOTHERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DXCM - DEXCOM INC | Reduce 100% | 0.00% | $0.00 | ||||
| HUM - HUMANA INC | Reduce 100% | 0.00% | $0.00 | ||||
| RAPT - RAPT THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNCE - SCIENCE 37 HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| STXS - STEREOTAXIS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VTYX - VENTYX BIOSCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| XENE - XENON PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||