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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2025-05-15 (Q1 2025) | Holdings: 56 | Value: $1.1B | 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 3% $(4.9M) | 13.37% | $141.4M | +52.52% | +2.57% | ||
| KRYS - KRYSTAL BIOTECH INC | Reduce 2% $(2.8M) | 12.57% | $133.0M | ||||
| FOLD - AMICUS THERAPEUTICS INC | Add 35% ($20.2M) | 7.35% | $77.8M | +77.01% | +24.33% | ||
| ZYME - ZYMEWORKS INC | Reduce 1% $(613.6K) | 5.39% | $57.0M | +120.80% | +21.75% | ||
| NRIX - NURIX THERAPEUTICS INC | Reduce 3% $(1.7M) | 4.55% | $48.1M | +101.59% | +7.88% | ||
| REPL - REPLIMUNE GROUP INC | 4.51% | $47.8M | +41.19% | -26.07% | |||
| LIVN - LIVANOVA PLC | Reduce 3% $(1.2M) | 3.77% | $39.8M | +43.07% | +21.45% | ||
| AKRO - AKERO THERAPEUTICS INC | Reduce 24% $(12.0M) | 3.59% | $38.0M | +36.56% | +21.41% | ||
| IMNM - IMMUNOME INC | Add 11% ($3.6M) | 3.41% | $36.1M | +144.93% | +28.29% | ||
| RGNX - REGENXBIO INC | 3.24% | $34.3M | |||||
| BEAM - BEAM THERAPEUTICS INC | Add 5% ($1.6M) | 2.97% | $31.4M | ||||
| STOK - STOKE THERAPEUTICS INC | Reduce 2% $(715.9K) | 2.82% | $29.8M | +233.23% | +90.43% | ||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 11% $(3.2M) | 2.54% | $26.9M | +200.49% | +46.16% | ||
| ADCT - ADC THERAPEUTICS SA | 2.09% | $22.1M | |||||
| BHVN - BIOHAVEN LTD | Reduce 4% $(890.5K) | 1.97% | $20.9M | ||||
| ABSI - ABSCI CORPORATION | 1.96% | $20.7M | |||||
| BSX - BOSTON SCIENTIFIC CORP | Reduce 38% $(12.0M) | 1.84% | $19.5M | -12.20% | -2.27% | ||
| COGT - COGENT BIOSCIENCES INC | Reduce 10% $(2.0M) | 1.82% | $19.3M | ||||
| NGNE - NEUROGENE INC | Reduce 1% $(137.0K) | 1.45% | $15.3M | +14.95% | +12.36% | ||
| ETNB - 89BIO INC | Reduce 13% $(2.0M) | 1.30% | $13.7M | +21.18% | |||
| ESTA - ESTABLISHMENT LABS HLDGS INC | Add 5% ($620.9K) | 1.29% | $13.7M | +95.13% | +2.93% | ||
| ANNX - ANNEXON INC | 1.15% | $12.2M | +173.76% | +29.83% | |||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 4% $(464.6K) | 1.01% | $10.7M | +37.21% | +22.09% | ||
| FATE - FATE THERAPEUTICS INC | 0.96% | $10.2M | +15.00% | +20.00% | |||
| IDYA - IDEAYA BIOSCIENCES INC | Reduce 14% $(1.4M) | 0.83% | $8.8M | +96.53% | +42.98% | ||
| IMVT - IMMUNOVANT INC | Reduce 14% $(1.4M) | 0.79% | $8.4M | +88.85% | +9.08% | ||
| CBLL - CERIBELL INC | 0.79% | $8.4M | +18.92% | -30.80% | |||
| RAPT - RAPT THERAPEUTICS INC | 0.75% | $7.9M | |||||
| SLDB - SOLID BIOSCIENCES INC | New Purchase | 0.71% | $7.5M | +103.11% | +108.65% | ||
| PODD - INSULET CORP | New Purchase | 0.67% | $7.1M | -8.17% | +0.33% | ||
| BNTX - BIONTECH SE | Reduce 12% $(947.0K) | 0.63% | $6.7M | +2.19% | +21.31% | ||
| SLN - SILENCE THERAPEUTICS PLC | Reduce 8% $(519.9K) | 0.59% | $6.2M | ||||
| PEN - PENUMBRA INC | Reduce 11% $(775.5K) | 0.58% | $6.1M | +12.88% | -7.62% | ||
| IRTC - IRHYTHM TECHNOLOGIES INC | New Purchase | 0.56% | $6.0M | +19.70% | +11.98% | ||
| KROS - KEROS THERAPEUTICS INC | 0.53% | $5.6M | +52.77% | +3.13% | |||
| VERV - VERVE THERAPEUTICS INC | Reduce 8% $(507.3K) | 0.52% | $5.5M | ||||
| NUVB - NUVATION BIO INC | 0.50% | $5.3M | |||||
| STTK - SHATTUCK LABS INC | 0.50% | $5.3M | +215.19% | +3.03% | |||
| MASI - MASIMO CORP | New Purchase | 0.41% | $4.3M | -10.53% | -0.45% | ||
| PRME - PRIME MEDICINE INC | 0.39% | $4.1M | |||||
| ORKA - ORUKA THERAPEUTICS INC | Reduce 6% $(254.1K) | 0.38% | $4.0M | +221.06% | +62.23% | ||
| IGMS - IGM BIOSCIENCES INC | 0.32% | $3.4M | |||||
| CYTK - CYTOKINETICS INC | Reduce 11% $(422.0K) | 0.31% | $3.3M | +111.66% | +30.14% | ||
| FDMT - 4D MOLECULAR THERAPEUTICS IN | Reduce 17% $(644.9K) | 0.30% | $3.2M | +238.75% | +127.19% | ||
| PLRX - PLIANT THERAPEUTICS INC | Reduce 29% $(1.1M) | 0.26% | $2.8M | -10.22% | +14.60% | ||
| LVTX - LAVA THERAPEUTICS NV | New Purchase | 0.25% | $2.6M | +25.62% | |||
| ATRA - ATARA BIOTHERAPEUTICS INC | 0.25% | $2.6M | |||||
| XERS - XERIS BIOPHARMA HOLDINGS INC | New Purchase | 0.23% | $2.5M | ||||
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 1% $(30.4K) | 0.21% | $2.3M | +237.39% | +122.84% | ||
| RPTX - REPARE THERAPEUTICS INC | New Purchase | 0.18% | $1.9M | +62.12% | +16.67% | ||
| STXS - STEREOTAXIS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SYK - STRYKER CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| ATXS - ASTRIA THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ISRG - INTUITIVE SURGICAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| ARDX - ARDELYX INC | Reduce 100% | 0.00% | $0.00 | ||||
| ACIU - AC IMMUNE SA | Reduce 100% | 0.00% | $0.00 | ||||
| ALLK - ALLAKOS INC | Reduce 100% | 0.00% | $0.00 | ||||