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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2024-05-15 (Q1 2024) | Holdings: 77 | Value: $2.7B | 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 |
| KRYS - KRYSTAL BIOTECH INC | Reduce 13% $(40.0M) | 9.85% | $268.4M | -19.12% | +17.81% | -20.03% | |
| FOLD - AMICUS THERAPEUTICS INC | Reduce 11% $(18.5M) | 5.73% | $156.2M | -40.37% | +19.35% | -33.09% | |
| IMNM - IMMUNOME INC | Add 26% ($24.9M) | 4.43% | $120.7M | -39.73% | -7.65% | -44.98% | |
| SRRK - SCHOLAR ROCK HLDG CORP | 4.18% | $114.0M | +158.87% | -33.57% | +117.75% | ||
| FATE - FATE THERAPEUTICS INC | 3.55% | $96.7M | -71.60% | -20.19% | -74.88% | ||
| RGNX - REGENXBIO INC | Add 21% ($16.7M) | 3.52% | $95.9M | -47.29% | -24.66% | -45.33% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Add 10% ($7.8M) | 3.06% | $83.3M | ||||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 5% $(3.6M) | 2.56% | $69.7M | +29.22% | +21.87% | -15.83% | |
| ADCT - ADC THERAPEUTICS SA | 2.52% | $68.6M | -27.16% | -32.93% | -54.57% | ||
| STOK - STOKE THERAPEUTICS INC | Add 93% ($33.0M) | 2.51% | $68.5M | -17.94% | +3.76% | -30.78% | |
| AUGX - AUGMEDIX INC | 2.46% | $67.0M | |||||
| NRIX - NURIX THERAPEUTICS INC | Add 38% ($18.0M) | 2.42% | $65.9M | -26.78% | +40.39% | -39.76% | |
| BHVN - BIOHAVEN LTD | Reduce 19% $(15.4M) | 2.33% | $63.6M | -60.26% | +6.55% | -55.76% | |
| BEAM - BEAM THERAPEUTICS INC | Add 31% ($14.9M) | 2.28% | $62.1M | -29.33% | +1.62% | -25.58% | |
| ZYME - ZYMEWORKS INC | Reduce 4% $(2.4M) | 2.15% | $58.5M | +37.73% | +14.29% | +27.70% | |
| LIVN - LIVANOVA PLC | Reduce 9% $(5.6M) | 2.13% | $58.1M | -28.52% | -27.14% | -29.74% | |
| STTK - SHATTUCK LABS INC | 1.84% | $50.2M | -88.23% | -59.42% | -86.71% | ||
| ALXO - ALX ONCOLOGY HLDGS INC | Add 18% ($7.4M) | 1.77% | $48.2M | -96.75% | -83.06% | -97.08% | |
| NGNE - NEUROGENE INC | Reduce 1% $(592.7K) | 1.75% | $47.6M | -45.52% | +4.26% | -46.44% | |
| AKRO - AKERO THERAPEUTICS INC | Add 68% ($18.9M) | 1.72% | $47.0M | +161.93% | +18.61% | +85.45% | |
| ABSI - ABSCI CORPORATION | Add 3% ($1.3M) | 1.72% | $46.9M | -43.30% | -17.32% | -40.62% | |
| PLRX - PLIANT THERAPEUTICS INC | Add 15% ($6.0M) | 1.69% | $46.1M | -91.49% | -18.45% | -91.03% | |
| SLN - SILENCE THERAPEUTICS PLC | New Purchase | 1.61% | $43.8M | -74.90% | -30.42% | -80.62% | |
| IDYA - IDEAYA BIOSCIENCES INC | Reduce 1% $(578.6K) | 1.49% | $40.5M | -48.49% | -11.03% | -58.01% | |
| FDMT - 4D MOLECULAR THERAPEUTICS IN | New Purchase | 1.48% | $40.2M | -83.76% | -43.17% | -86.34% | |
| ANNX - ANNEXON INC | 1.45% | $39.5M | -48.00% | +35.56% | -55.33% | ||
| BSX - BOSTON SCIENTIFIC CORP | Reduce 19% $(9.1M) | 1.41% | $38.4M | +36.20% | +5.13% | +42.47% | |
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 10% $(4.1M) | 1.38% | $37.6M | -47.99% | -14.61% | -48.91% | |
| KROS - KEROS THERAPEUTICS INC | New Purchase | 1.34% | $36.6M | -75.20% | -16.65% | -74.25% | |
| CTLT - CATALENT INC | Reduce 43% $(26.4M) | 1.31% | $35.7M | +7.14% | |||
| IMVT - IMMUNOVANT INC | Reduce 1% $(240.7K) | 1.15% | $31.3M | -48.52% | -2.47% | -53.07% | |
| REPL - REPLIMUNE GROUP INC | Reduce 3% $(1.1M) | 1.12% | $30.5M | +42.92% | +52.26% | +18.22% | |
| ABT - ABBOTT LABS | Reduce 1% $(355.6K) | 1.09% | $29.8M | +29.31% | +6.83% | +31.64% | |
| IGMS - IGM BIOSCIENCES INC | Add 3% ($974.0K) | 1.09% | $29.6M | -87.68% | -3.68% | -87.58% | |
| ALGN - ALIGN TECHNOLOGY INC | Add 74% ($12.2M) | 1.05% | $28.6M | -35.68% | -14.12% | -32.72% | |
| COGT - COGENT BIOSCIENCES INC | Add 36% ($7.0M) | 0.98% | $26.6M | -6.34% | +22.38% | -36.87% | |
| ETNB - 89BIO INC | Add 15% ($3.4M) | 0.97% | $26.4M | +8.11% | -13.08% | -15.95% | |
| CI - THE CIGNA GROUP | New Purchase | 0.87% | $23.8M | -6.56% | -0.05% | -5.08% | |
| EVH - EVOLENT HEALTH INC | Reduce 19% $(5.1M) | 0.82% | $22.3M | -63.22% | +16.41% | -62.46% | |
| VERV - VERVE THERAPEUTICS INC | Reduce 7% $(1.5M) | 0.78% | $21.3M | +64.25% | -33.97% | -31.61% | |
| TRDA - ENTRADA THERAPEUTICS INC | 0.67% | $18.2M | -51.95% | +12.99% | -44.70% | ||
| HCA - HCA HEALTHCARE INC | Reduce 21% $(4.5M) | 0.64% | $17.5M | +17.01% | +15.13% | +20.09% | |
| ELV - ELEVANCE HEALTH INC | Add 35% ($4.2M) | 0.59% | $16.2M | -29.19% | +0.82% | -24.37% | |
| ARDX - ARDELYX INC | New Purchase | 0.59% | $16.0M | -53.84% | -25.19% | -50.38% | |
| BOLD - BOUNDLESS BIO INC | New Purchase | 0.58% | $15.9M | -88.62% | -63.79% | -81.95% | |
| SYK - STRYKER CORPORATION | Reduce 19% $(3.5M) | 0.57% | $15.5M | +13.47% | +2.01% | +19.84% | |
| GRTS - GRITSTONE BIO INC | Reduce 2% $(302.1K) | 0.54% | $14.8M | -33.76% | |||
| PRME - PRIME MEDICINE INC | Add 57% ($5.3M) | 0.53% | $14.5M | -73.91% | -38.55% | -76.96% | |
| ICLR - ICON PLC | New Purchase | 0.46% | $12.4M | -55.23% | +0.55% | -58.96% | |
| PGNY - PROGYNY INC | New Purchase | 0.45% | $12.2M | -19.25% | -21.52% | -16.82% | |
| CABA - CABALETTA BIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRL - CHARLES RIV LABS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| IMGN - IMMUNOGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| ISRG - INTUITIVE SURGICAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| PEN - PENUMBRA INC | Reduce 100% | 0.00% | $0.00 | ||||
| RYZB - RAYZEBIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| RPTX - REPARE THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||