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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2024-11-14 (Q3 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 21% $(38.4M) | 8.69% | $147.5M | -25.94% | -12.15% | ||
| NRIX - NURIX THERAPEUTICS INC | Reduce 3% $(3.2M) | 5.67% | $96.2M | -56.15% | -36.87% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 22% $(25.1M) | 5.19% | $88.1M | -43.44% | -2.76% | ||
| IMNM - IMMUNOME INC | 4.21% | $71.5M | -21.09% | -11.26% | |||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 12% $(8.8M) | 3.88% | $65.9M | +3.20% | -17.49% | ||
| ZYME - ZYMEWORKS INC | Reduce 2% $(1.4M) | 3.77% | $64.0M | -22.23% | -9.67% | ||
| STOK - STOKE THERAPEUTICS INC | 3.41% | $57.9M | -16.64% | -30.04% | |||
| REPL - REPLIMUNE GROUP INC | Reduce 14% $(8.6M) | 3.09% | $52.4M | -17.48% | +22.00% | ||
| BHVN - BIOHAVEN LTD | Reduce 5% $(2.7M) | 3.04% | $51.7M | -70.78% | -20.00% | ||
| RGNX - REGENXBIO INC | Add 7% ($3.4M) | 3.02% | $51.3M | -25.87% | -34.43% | ||
| IGMS - IGM BIOSCIENCES INC | 2.99% | $50.8M | -88.61% | -85.78% | |||
| ADCT - ADC THERAPEUTICS SA | Add 3% ($1.3M) | 2.91% | $49.4M | +12.22% | -37.78% | ||
| COGT - COGENT BIOSCIENCES INC | Reduce 7% $(3.4M) | 2.85% | $48.4M | -25.13% | -16.24% | ||
| FATE - FATE THERAPEUTICS INC | 2.72% | $46.1M | -42.65% | -27.49% | |||
| LIVN - LIVANOVA PLC | Reduce 6% $(2.9M) | 2.71% | $46.0M | -13.90% | -10.01% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 4% $(1.7M) | 2.47% | $42.0M | +30.65% | +32.91% | ||
| NGNE - NEUROGENE INC | Reduce 5% $(2.1M) | 2.38% | $40.5M | -52.88% | -55.33% | ||
| AKRO - AKERO THERAPEUTICS INC | Reduce 14% $(6.5M) | 2.35% | $39.8M | +83.18% | +64.96% | ||
| BEAM - BEAM THERAPEUTICS INC | Reduce 5% $(2.3M) | 2.33% | $39.5M | -35.74% | +26.66% | ||
| AUGX - AUGMEDIX INC | 2.27% | $38.5M | |||||
| ANNX - ANNEXON INC | 2.24% | $38.1M | -63.94% | -58.40% | |||
| CTLT - CATALENT INC | 2.13% | $36.1M | |||||
| PLRX - PLIANT THERAPEUTICS INC | 2.11% | $35.8M | -89.84% | -76.90% | |||
| SLN - SILENCE THERAPEUTICS PLC | Reduce 6% $(2.1M) | 2.03% | $34.5M | -59.57% | -64.79% | ||
| KROS - KEROS THERAPEUTICS INC | 1.89% | $32.1M | -77.55% | -82.50% | |||
| ABSI - ABSCI CORPORATION | 1.86% | $31.5M | -8.94% | +91.72% | |||
| BSX - BOSTON SCIENTIFIC CORP | Reduce 15% $(5.0M) | 1.63% | $27.7M | +16.36% | +20.93% | ||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 9% $(2.1M) | 1.32% | $22.3M | -19.58% | -12.94% | ||
| IDYA - IDEAYA BIOSCIENCES INC | Reduce 10% $(2.5M) | 1.27% | $21.6M | -25.80% | -30.62% | ||
| STTK - SHATTUCK LABS INC | 1.15% | $19.6M | -30.40% | -10.00% | |||
| BNTX - BIONTECH SE | New Purchase | 1.08% | $18.3M | +4.51% | +22.89% | ||
| IMVT - IMMUNOVANT INC | Reduce 11% $(2.2M) | 1.08% | $18.3M | -43.36% | -25.64% | ||
| FDMT - 4D MOLECULAR THERAPEUTICS IN | Add 18% ($2.0M) | 0.80% | $13.6M | -49.69% | -40.34% | ||
| ISRG - INTUITIVE SURGICAL INC | Reduce 33% $(6.5M) | 0.77% | $13.1M | -4.45% | +12.69% | ||
| SYK - STRYKER CORPORATION | Reduce 17% $(2.4M) | 0.70% | $11.8M | -1.83% | +1.18% | ||
| ETNB - 89BIO INC | Reduce 10% $(1.3M) | 0.68% | $11.6M | +12.99% | +23.39% | ||
| ARDX - ARDELYX INC | Reduce 12% $(1.5M) | 0.67% | $11.4M | -25.57% | +32.37% | ||
| ESTA - ESTABLISHMENT LABS HLDGS INC | Add 23% ($2.1M) | 0.67% | $11.3M | +0.08% | -6.89% | ||
| ORKA - ORUKA THERAPEUTICS INC | New Purchase | 0.59% | $10.1M | -48.03% | -52.28% | ||
| PRME - PRIME MEDICINE INC | 0.47% | $8.0M | -50.14% | -17.17% | |||
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 5% $(363.8K) | 0.41% | $7.0M | -63.96% | -12.59% | ||
| NUVB - NUVATION BIO INC | 0.41% | $6.9M | -37.85% | -19.44% | |||
| VERV - VERVE THERAPEUTICS INC | Reduce 5% $(387.4K) | 0.39% | $6.7M | +104.41% | +55.97% | ||
| RPTX - REPARE THERAPEUTICS INC | 0.39% | $6.7M | -56.21% | -60.25% | |||
| ACIU - AC IMMUNE SA | Reduce 6% $(429.2K) | 0.38% | $6.4M | -43.91% | -25.21% | ||
| CYTK - CYTOKINETICS INC | Reduce 13% $(778.9K) | 0.30% | $5.1M | -40.64% | -17.68% | ||
| VTYX - VENTYX BIOSCIENCES INC | Reduce 3% $(124.1K) | 0.27% | $4.6M | +18.50% | -14.00% | ||
| STXS - STEREOTAXIS INC | 0.25% | $4.3M | +7.62% | +3.33% | |||
| ATRA - ATARA BIOTHERAPEUTICS INC | 0.22% | $3.7M | -37.88% | -37.41% | |||
| BOLD - BOUNDLESS BIO INC | Reduce 1% $(38.3K) | 0.21% | $3.6M | -68.48% | -36.06% | ||
| BPMC - BLUEPRINT MEDICINES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TRDA - ENTRADA THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||