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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2019-08-14 (Q2 2019) | Holdings: 81 | Value: $3.5B | 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 |
| ARRY1 - ARRAY BIOPHARMA INC | Reduce 20% $(102.8M) | 11.47% | $405.5M | ||||
| FOLD - AMICUS THERAPEUTICS INC | Add 16% ($39.6M) | 8.05% | $284.5M | -43.93% | -6.31% | +45.89% | |
| FATE - FATE THERAPEUTICS INC | 5.95% | $210.3M | -93.28% | -18.33% | +97.33% | ||
| ARGX - ARGENX SE | Add 5% ($7.0M) | 4.28% | $151.3M | +304.45% | +4.79% | +79.19% | |
| QURE - UNIQURE NV | Add 28% ($28.3M) | 3.69% | $130.5M | -72.85% | -4.94% | -26.02% | |
| BOLD - AUDENTES THERAPEUTICS INC | Add 9% ($9.0M) | 3.18% | $112.5M | ||||
| EPZM - EPIZYME INC | Add 13% ($13.0M) | 3.10% | $109.6M | +20.28% | -1.80% | ||
| ALLK - ALLAKOS INC | Add 25% ($20.2M) | 2.82% | $99.7M | -14.11% | +7.15% | ||
| ALDR - ALDER BIOPHARMACEUTICALS INC | Add 27% ($20.5M) | 2.75% | $97.0M | ||||
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 3% ($2.3M) | 2.62% | $92.5M | -97.71% | -5.88% | -11.06% | |
| TCDA - TRICIDA INC | Add 297% ($57.4M) | 2.17% | $76.8M | +1.94% | -54.58% | ||
| EHTH - EHEALTH INC | Reduce 27% $(28.7M) | 2.17% | $76.5M | -96.12% | -23.70% | -28.54% | |
| BMY - BRISTOL MYERS SQUIBB CO | Add 4% ($3.2M) | 2.14% | $75.7M | +25.66% | +28.92% | +43.22% | |
| TNDM - TANDEM DIABETES CARE INC | Add 36% ($20.0M) | 2.13% | $75.2M | -66.28% | +6.20% | +68.18% | |
| RGNX - REGENXBIO INC | Reduce 2% $(1.5M) | 2.02% | $71.5M | -76.74% | +0.84% | -11.40% | |
| WVE - WAVE LIFE SCIENCES LTD | Reduce 4% $(2.9M) | 2.01% | $71.0M | -66.95% | +37.26% | -56.37% | |
| WMGI - WRIGHT MED GROUP N V | Reduce 17% $(15.0M) | 2.00% | $70.7M | +41.81% | +44.88% | ||
| XNCR - XENCOR INC | Reduce 47% $(58.3M) | 1.87% | $66.0M | -78.26% | -6.45% | -10.92% | |
| SRPT - SAREPTA THERAPEUTICS INC | New Purchase | 1.77% | $62.6M | -83.22% | -21.24% | +28.25% | |
| ELV - ANTHEM INC | Add 4% ($1.9M) | 1.47% | $51.8M | +48.50% | +9.32% | +4.93% | |
| CELG - CELGENE CORP | Add 4% ($2.0M) | 1.46% | $51.5M | +18.09% | |||
| CLVS - CLOVIS ONCOLOGY INC | Reduce 24% $(16.4M) | 1.46% | $51.5M | ||||
| N/A - ARRAY BIOPHARMA INC | Reduce 13% $(7.6M) | 1.42% | $50.2M | ||||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Add 37% ($13.4M) | 1.42% | $50.1M | +32.19% | +25.24% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | Add 42% ($13.8M) | 1.31% | $46.3M | +239.44% | -28.50% | +25.79% | |
| KRYS - KRYSTAL BIOTECH INC | New Purchase | 1.23% | $43.5M | +214.80% | +22.88% | +6.79% | |
| CNC - CENTENE CORP DEL | New Purchase | 1.03% | $36.2M | +14.78% | +19.79% | +33.44% | |
| GRTS - GRITSTONE ONCOLOGY INC | Add 37% ($9.6M) | 1.01% | $35.8M | -23.94% | -64.97% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 7% ($2.2M) | 0.98% | $34.6M | +38.03% | +10.77% | +33.44% | |
| ANAB - ANAPTYSBIO INC | Add 23% ($6.4M) | 0.97% | $34.4M | -54.41% | -78.37% | -66.13% | |
| XERS - XERIS PHARMACEUTICALS INC | 0.97% | $34.3M | |||||
| SYRS - SYROS PHARMACEUTICALS INC | Add 120% ($18.3M) | 0.95% | $33.5M | -99.97% | -50.00% | +28.11% | |
| AXNX - AXONICS MODULATION TECH INC | New Purchase | 0.94% | $33.3M | -19.93% | +31.73% | ||
| REPL - REPLIMUNE GROUP INC | Reduce 1% $(226.5K) | 0.91% | $32.2M | -6.69% | +19.96% | +138.84% | |
| TDOC - TELADOC HEALTH INC | Add 5% ($1.5M) | 0.87% | $30.7M | -88.59% | +31.72% | +233.64% | |
| LIVN - LIVANOVA PLC | Reduce 27% $(11.4M) | 0.86% | $30.5M | -42.17% | +0.19% | -37.95% | |
| IMGN - IMMUNOGEN INC | Add 7% ($1.9M) | 0.86% | $30.3M | +16.96% | +30.39% | ||
| STOK - STOKE THERAPEUTICS INC | New Purchase | 0.84% | $29.8M | -61.89% | -23.19% | -5.43% | |
| EIDX - EIDOS THERAPEUTICS INC | Add 3% ($823.7K) | 0.77% | $27.3M | +23.61% | +11.26% | ||
| ODTC - ODONATE THERAPEUTICS INC | New Purchase | 0.77% | $27.2M | -1.08% | +6.96% | ||
| DXCM - DEXCOM INC | New Purchase | 0.73% | $25.8M | +110.18% | +35.16% | +186.00% | |
| TCRR - TCR2 THERAPEUTICS INC | 0.73% | $25.7M | +0.53% | +23.83% | |||
| OXFD - OXFORD IMMUNOTEC GLOBAL PLC | Reduce 10% $(2.8M) | 0.70% | $24.7M | +19.58% | +3.10% | ||
| JAZZ - JAZZ PHARMACEUTICALS PLC | Reduce 38% $(14.4M) | 0.68% | $24.0M | -18.81% | +3.99% | -6.85% | |
| GLYC - GLYCOMIMETICS INC | 0.68% | $23.9M | -94.60% | +113.75% | +32.30% | ||
| N/A - ALDER BIOPHARMACEUTICALS INC | 0.66% | $23.2M | |||||
| CBAY - CYMABAY THERAPEUTICS INC | Add 7% ($1.4M) | 0.64% | $22.5M | -8.60% | +13.91% | ||
| AKRO - AKERO THERAPEUTICS INC | New Purchase | 0.63% | $22.4M | +107.88% | -26.24% | +31.20% | |
| VAPO - VAPOTHERM INC | Reduce 5% $(1.2M) | 0.62% | $22.1M | -25.15% | +101.65% | ||
| BCEL - ATRECA INC | New Purchase | 0.61% | $21.5M | -21.26% | +6.79% | ||
| TEVA - TEVA PHARMACEUTICAL INDS LTD | Reduce 100% | 0.00% | $0.00 | ||||
| PEN - PENUMBRA INC | Reduce 100% | 0.00% | $0.00 | ||||
| MPSY.F - MORPHOSYS AG | Reduce 100% | 0.00% | $0.00 | ||||
| ALGN - ALIGN TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| PRAH - PRA HEALTH SCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| HSKA - HESKA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| NVTA - INVITAE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IFRX - INFLARX NV | Reduce 100% | 0.00% | $0.00 | ||||
| BIIB - BIOGEN INC | Reduce 100% | 0.00% | $0.00 | ||||