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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2024-08-14 (Q2 2024) | Holdings: 63 | Value: $1.7B | 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 32% $(89.5M) | 11.34% | $187.5M | -31.24% | -11.11% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 20% $(26.4M) | 6.35% | $105.1M | -51.19% | -17.55% | ||
| NRIX - NURIX THERAPEUTICS INC | Reduce 1% $(1.2M) | 5.58% | $92.3M | -48.19% | +2.18% | ||
| STOK - STOKE THERAPEUTICS INC | Reduce 7% $(4.8M) | 3.86% | $63.8M | -19.93% | -16.75% | ||
| IMNM - IMMUNOME INC | 3.58% | $59.2M | -35.78% | -27.96% | |||
| RGNX - REGENXBIO INC | 3.23% | $53.5M | -29.29% | -20.54% | |||
| LIVN - LIVANOVA PLC | Reduce 10% $(5.9M) | 3.08% | $51.0M | -2.80% | +12.12% | ||
| REPL - REPLIMUNE GROUP INC | Add 49% ($16.5M) | 3.03% | $50.1M | -5.10% | +8.00% | ||
| ADCT - ADC THERAPEUTICS SA | 2.92% | $48.3M | +3.41% | -18.43% | |||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 9% $(4.6M) | 2.85% | $47.1M | +5.67% | -4.53% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 15% $(8.1M) | 2.75% | $45.4M | +283.93% | +180.02% | ||
| ZYME - ZYMEWORKS INC | Reduce 6% $(3.0M) | 2.68% | $44.3M | +22.38% | +49.13% | ||
| FATE - FATE THERAPEUTICS INC | 2.61% | $43.2M | -64.72% | -41.11% | |||
| COGT - COGENT BIOSCIENCES INC | Add 21% ($7.1M) | 2.45% | $40.5M | -16.69% | +2.42% | ||
| BEAM - BEAM THERAPEUTICS INC | Reduce 9% $(4.1M) | 2.41% | $39.9M | -29.03% | +0.46% | ||
| SLN - SILENCE THERAPEUTICS PLC | Reduce 1% $(254.1K) | 2.31% | $38.3M | -65.19% | -21.89% | ||
| AKRO - AKERO THERAPEUTICS INC | Reduce 13% $(5.7M) | 2.29% | $37.9M | +124.17% | +14.70% | ||
| BHVN - BIOHAVEN LTD | Reduce 7% $(2.6M) | 2.28% | $37.7M | -62.76% | +14.88% | ||
| NGNE - NEUROGENE INC | Add 8% ($2.9M) | 2.23% | $36.9M | -46.71% | +0.51% | ||
| PLRX - PLIANT THERAPEUTICS INC | Add 4% ($1.2M) | 2.09% | $34.5M | -89.34% | +1.14% | ||
| CTLT - CATALENT INC | Reduce 6% $(2.1M) | 2.02% | $33.5M | -0.67% | |||
| ANNX - ANNEXON INC | Add 17% ($4.5M) | 1.90% | $31.5M | -59.52% | +5.88% | ||
| BSX - BOSTON SCIENTIFIC CORP | Reduce 30% $(13.1M) | 1.82% | $30.1M | +32.08% | +13.34% | ||
| IDYA - IDEAYA BIOSCIENCES INC | Reduce 18% $(5.7M) | 1.61% | $26.7M | -42.41% | -29.82% | ||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 20% $(6.6M) | 1.61% | $26.6M | -37.87% | -29.72% | ||
| ABSI - ABSCI CORPORATION | 1.54% | $25.4M | -26.47% | -24.06% | |||
| KROS - KEROS THERAPEUTICS INC | 1.53% | $25.2M | -69.62% | +26.95% | |||
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 7% $(1.7M) | 1.47% | $24.3M | -81.14% | -50.00% | ||
| FDMT - 4D MOLECULAR THERAPEUTICS IN | Reduce 15% $(3.9M) | 1.36% | $22.5M | -72.73% | -41.13% | ||
| STTK - SHATTUCK LABS INC | 1.31% | $21.7M | -68.97% | -60.67% | |||
| IGMS - IGM BIOSCIENCES INC | 1.28% | $21.1M | -87.58% | +0.53% | |||
| IMVT - IMMUNOVANT INC | Reduce 26% $(6.6M) | 1.15% | $19.0M | -48.31% | -13.20% | ||
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 1.07% | $17.7M | +6.84% | +10.64% | ||
| AUGX - AUGMEDIX INC | 0.87% | $14.4M | |||||
| ETNB - 89BIO INC | Reduce 23% $(4.2M) | 0.85% | $14.0M | +27.39% | +1.02% | ||
| ARDX - ARDELYX INC | Reduce 14% $(2.3M) | 0.84% | $13.9M | -37.22% | -13.57% | ||
| SYK - STRYKER CORPORATION | Reduce 9% $(1.3M) | 0.81% | $13.4M | +12.43% | +16.95% | ||
| PRME - PRIME MEDICINE INC | 0.64% | $10.7M | -57.35% | -20.73% | |||
| BPMC - BLUEPRINT MEDICINES CORP | New Purchase | 0.62% | $10.2M | +34.02% | -7.23% | ||
| ESTA - ESTABLISHMENT LABS HLDGS INC | New Purchase | 0.59% | $9.7M | -11.54% | -12.10% | ||
| NUVB - NUVATION BIO INC | New Purchase | 0.54% | $8.9M | -36.30% | -6.41% | ||
| TRDA - ENTRADA THERAPEUTICS INC | Reduce 56% $(10.3M) | 0.48% | $8.0M | -56.74% | +9.85% | ||
| ACIU - AC IMMUNE SA | New Purchase | 0.44% | $7.2M | -40.00% | -3.33% | ||
| VERV - VERVE THERAPEUTICS INC | Reduce 9% $(688.6K) | 0.43% | $7.1M | +138.63% | +2.79% | ||
| RPTX - REPARE THERAPEUTICS INC | New Purchase | 0.39% | $6.4M | -53.47% | +2.64% | ||
| CYTK - CYTOKINETICS INC | New Purchase | 0.37% | $6.1M | -43.04% | -12.60% | ||
| VTYX - VENTYX BIOSCIENCES INC | New Purchase | 0.30% | $5.0M | +22.16% | -3.61% | ||
| BOLD - BOUNDLESS BIO INC | Reduce 7% $(307.5K) | 0.24% | $4.0M | -65.22% | +0.67% | ||
| ATRA - ATARA BIOTHERAPEUTICS INC | New Purchase | 0.23% | $3.8M | +1.65% | +52.09% | ||
| STXS - STEREOTAXIS INC | New Purchase | 0.23% | $3.8M | +15.90% | +4.62% | ||
| ABT - ABBOTT LABS | Reduce 100% | 0.00% | $0.00 | ||||
| ALGN - ALIGN TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| ELV - ELEVANCE HEALTH INC | Reduce 100% | 0.00% | $0.00 | ||||
| CI - THE CIGNA GROUP | Reduce 100% | 0.00% | $0.00 | ||||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 100% | 0.00% | $0.00 | ||||
| EVH - EVOLENT HEALTH INC | Reduce 100% | 0.00% | $0.00 | ||||
| GRTS - GRITSTONE BIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| HCA - HCA HEALTHCARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| PGNY - PROGYNY INC | Reduce 100% | 0.00% | $0.00 | ||||
| ICLR - ICON PLC | Reduce 100% | 0.00% | $0.00 | ||||