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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2025-02-14 (Q4 2024) | Holdings: 62 | Value: $1.4B | 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 |
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 13% $(29.8M) | 13.70% | $196.6M | +0.11% | -15.02% | ||
| KRYS - KRYSTAL BIOTECH INC | Reduce 7% $(8.9M) | 8.22% | $118.0M | -13.63% | -14.78% | ||
| NRIX - NURIX THERAPEUTICS INC | Reduce 2% $(1.7M) | 5.50% | $79.0M | -34.39% | -46.58% | ||
| ZYME - ZYMEWORKS INC | Reduce 5% $(3.8M) | 4.94% | $70.9M | -15.80% | -23.13% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 14% $(11.2M) | 4.63% | $66.5M | -41.11% | -38.85% | ||
| REPL - REPLIMUNE GROUP INC | Add 3% ($1.5M) | 4.14% | $59.4M | -32.50% | -48.58% | ||
| IMNM - IMMUNOME INC | Reduce 1% $(653.4K) | 3.57% | $51.3M | -15.74% | -23.66% | ||
| STOK - STOKE THERAPEUTICS INC | Reduce 3% $(1.3M) | 3.53% | $50.7M | +7.13% | -10.83% | ||
| LIVN - LIVANOVA PLC | Add 19% ($7.8M) | 3.37% | $48.3M | -5.16% | -8.00% | ||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 21% $(11.8M) | 3.09% | $44.3M | +23.87% | -19.93% | ||
| PLRX - PLIANT THERAPEUTICS INC | Reduce 9% $(4.0M) | 2.66% | $38.1M | -57.19% | -55.23% | ||
| BEAM - BEAM THERAPEUTICS INC | Reduce 5% $(2.0M) | 2.64% | $37.9M | -49.67% | -48.90% | ||
| RGNX - REGENXBIO INC | Reduce 2% $(758.5K) | 2.58% | $37.1M | +17.40% | +18.36% | ||
| AKRO - AKERO THERAPEUTICS INC | Reduce 11% $(4.2M) | 2.39% | $34.4M | +6.83% | -22.24% | ||
| BHVN - BIOHAVEN LTD | Reduce 13% $(4.8M) | 2.35% | $33.8M | -65.33% | -61.88% | ||
| ANNX - ANNEXON INC | Reduce 2% $(650.6K) | 2.25% | $32.3M | -23.53% | -40.85% | ||
| ADCT - ADC THERAPEUTICS SA | 2.17% | $31.2M | +87.04% | +4.32% | |||
| NGNE - NEUROGENE INC | Add 37% ($8.1M) | 2.10% | $30.2M | -0.65% | +5.16% | ||
| BSX - BOSTON SCIENTIFIC CORP | Reduce 5% $(1.6M) | 1.95% | $27.9M | -2.24% | +1.13% | ||
| COGT - COGENT BIOSCIENCES INC | Reduce 21% $(7.3M) | 1.93% | $27.7M | -9.39% | -40.30% | ||
| ABSI - ABSCI CORPORATION | 1.51% | $21.6M | -56.11% | -52.75% | |||
| FATE - FATE THERAPEUTICS INC | Reduce 2% $(488.6K) | 1.48% | $21.2M | -19.33% | -32.67% | ||
| IGMS - IGM BIOSCIENCES INC | Reduce 4% $(735.3K) | 1.26% | $18.0M | -18.18% | -19.58% | ||
| ETNB - 89BIO INC | Add 38% ($4.7M) | 1.18% | $16.9M | -5.39% | -27.72% | ||
| SLN - SILENCE THERAPEUTICS PLC | Add 26% ($3.4M) | 1.15% | $16.5M | +17.67% | -16.63% | ||
| IDYA - IDEAYA BIOSCIENCES INC | Reduce 9% $(1.6M) | 1.11% | $15.9M | +4.10% | -17.57% | ||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 6% $(1.0M) | 1.08% | $15.6M | -8.32% | -11.49% | ||
| ESTA - ESTABLISHMENT LABS HLDGS INC | Add 22% ($2.7M) | 1.03% | $14.7M | +2.78% | -1.03% | ||
| IMVT - IMMUNOVANT INC | Reduce 11% $(1.7M) | 0.99% | $14.2M | -22.25% | -31.76% | ||
| CBLL - CERIBELL INC | New Purchase | 0.79% | $11.3M | -17.32% | -18.30% | ||
| SYK - STRYKER CORPORATION | Reduce 6% $(743.5K) | 0.77% | $11.0M | -2.32% | +2.64% | ||
| RAPT - RAPT THERAPEUTICS INC | New Purchase | 0.71% | $10.2M | -23.35% | -33.15% | ||
| BNTX - BIONTECH SE | Reduce 46% $(8.1M) | 0.66% | $9.5M | -13.58% | -23.57% | ||
| ISRG - INTUITIVE SURGICAL INC | Reduce 37% $(5.1M) | 0.62% | $8.8M | -14.44% | -5.91% | ||
| KROS - KEROS THERAPEUTICS INC | 0.61% | $8.7M | +31.17% | +35.82% | |||
| NUVB - NUVATION BIO INC | 0.56% | $8.1M | -22.17% | -2.61% | |||
| ARDX - ARDELYX INC | Reduce 5% $(428.4K) | 0.56% | $8.0M | -37.87% | -41.82% | ||
| ORKA - ORUKA THERAPEUTICS INC | 0.56% | $8.0M | +7.83% | -14.85% | |||
| VERV - VERVE THERAPEUTICS INC | Reduce 5% $(367.7K) | 0.52% | $7.4M | +28.70% | -50.00% | ||
| STTK - SHATTUCK LABS INC | Reduce 1% $(91.7K) | 0.47% | $6.7M | -25.05% | -23.86% | ||
| FDMT - 4D MOLECULAR THERAPEUTICS IN | Reduce 5% $(363.1K) | 0.46% | $6.7M | -16.19% | -34.43% | ||
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 4% $(245.4K) | 0.43% | $6.2M | -56.56% | -61.09% | ||
| PEN - PENUMBRA INC | New Purchase | 0.43% | $6.1M | -3.56% | +3.31% | ||
| PRME - PRIME MEDICINE INC | 0.42% | $6.1M | -38.14% | -56.70% | |||
| ATRA - ATARA BIOTHERAPEUTICS INC | Reduce 2% $(140.7K) | 0.41% | $5.9M | -5.65% | -10.47% | ||
| CYTK - CYTOKINETICS INC | Reduce 5% $(212.5K) | 0.30% | $4.4M | -28.22% | -34.56% | ||
| STXS - STEREOTAXIS INC | Reduce 15% $(704.0K) | 0.29% | $4.1M | +0.89% | -8.48% | ||
| ALLK - ALLAKOS INC | New Purchase | 0.25% | $3.6M | ||||
| ATXS - ASTRIA THERAPEUTICS INC | New Purchase | 0.22% | $3.1M | -16.93% | -43.72% | ||
| ACIU - AC IMMUNE SA | Reduce 39% $(1.8M) | 0.19% | $2.8M | -27.21% | -42.28% | ||
| AUGX - AUGMEDIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| BOLD - BOUNDLESS BIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| CTLT - CATALENT INC | Reduce 100% | 0.00% | $0.00 | ||||
| RPTX - REPARE THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VTYX - VENTYX BIOSCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||