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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2018-11-14 (Q3 2018) | Holdings: 83 | Value: $3.3B | 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 | 7.43% | $241.8M | |||||
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 2% ($3.8M) | 5.36% | $174.4M | -99.05% | +20.21% | -60.79% | |
| FATE - FATE THERAPEUTICS INC | Add 59% ($63.9M) | 5.29% | $172.3M | -90.43% | +17.56% | +16.30% | |
| RGNX - REGENXBIO INC | Add 6% ($7.2M) | 3.84% | $125.0M | -85.41% | -18.08% | -36.75% | |
| XNCR - XENCOR INC | Reduce 4% $(4.6M) | 3.63% | $118.1M | -77.39% | -1.41% | -2.70% | |
| IMGN - IMMUNOGEN INC | 3.58% | $116.6M | +1.99% | -40.25% | |||
| WVE - WAVE LIFE SCIENCES LTD | Add 1% ($1.4M) | 3.49% | $113.7M | -81.72% | -0.40% | -24.08% | |
| ALDR - ALDER BIOPHARMACEUTICALS INC | 3.33% | $108.3M | +10.49% | ||||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 20% $(25.5M) | 3.12% | $101.6M | -43.60% | +12.40% | -5.76% | |
| BOLD - AUDENTES THERAPEUTICS INC | Add 1% ($582.0K) | 2.73% | $88.8M | ||||
| CI - CIGNA CORPORATION | New Purchase | 2.37% | $77.1M | +60.79% | -6.48% | -7.33% | |
| LIVN - LIVANOVA PLC | 2.28% | $74.3M | -61.35% | -14.01% | -33.03% | ||
| ARGX - ARGENX SE | Add 45% ($22.8M) | 2.27% | $73.9M | +477.23% | +36.00% | +49.55% | |
| IFRX - INFLARX NV | 2.14% | $69.5M | -97.21% | +15.89% | -91.90% | ||
| ALLK - ALLAKOS INC | New Purchase | 2.02% | $65.7M | -35.13% | +35.37% | ||
| ELV - ANTHEM INC | Add 60% ($24.1M) | 1.97% | $64.1M | +46.61% | +11.94% | +7.93% | |
| WMGI - WRIGHT MED GROUP N V | New Purchase | 1.94% | $63.1M | +12.77% | +4.42% | ||
| ANAB - ANAPTYSBIO INC | Add 21% ($11.1M) | 1.93% | $62.9M | -63.64% | +6.25% | -82.75% | |
| QURE - UNIQURE NV | Add 1% ($564.0K) | 1.83% | $59.7M | -49.02% | +26.47% | +78.49% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | 1.76% | $57.2M | +39.76% | +135.71% | |||
| CLVS - CLOVIS ONCOLOGY INC | Add 1% ($578.6K) | 1.61% | $52.2M | ||||
| ICUI - ICU MED INC | Reduce 1% $(622.1K) | 1.58% | $51.5M | -42.95% | +12.38% | -22.60% | |
| WCG - WELLCARE HEALTH PLANS INC | Reduce 56% $(63.8M) | 1.54% | $50.0M | +11.48% | +24.66% | ||
| TNDM - TANDEM DIABETES CARE INC | New Purchase | 1.41% | $45.8M | -34.20% | +66.08% | +107.26% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Add 1% ($584.5K) | 1.40% | $45.7M | +62.51% | -18.03% | -65.77% | |
| NITE - NIGHTSTAR THERAPEUTICS PLC | Add 17% ($6.0M) | 1.31% | $42.5M | ||||
| XERS - XERIS PHARMACEUTICALS INC | 1.30% | $42.4M | |||||
| EHTH - EHEALTH INC | Add 7% ($2.7M) | 1.28% | $41.6M | -87.32% | +90.71% | +149.45% | |
| HSKA - HESKA CORP | Add 2% ($781.8K) | 1.26% | $41.0M | +0.13% | -5.72% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($744.9K) | 1.19% | $38.8M | +29.22% | +3.03% | +3.70% | |
| BLUE - BLUEBIRD BIO INC | Reduce 6% $(2.4M) | 1.13% | $36.8M | +18.70% | -35.04% | ||
| OXFD - OXFORD IMMUNOTEC GLOBAL PLC | 1.11% | $36.3M | +13.28% | +11.40% | |||
| REPL - REPLIMUNE GROUP INC | New Purchase | 1.09% | $35.3M | -33.54% | -1.47% | -14.57% | |
| CBAY - CYMABAY THERAPEUTICS INC | Add 1% ($396.7K) | 1.02% | $33.2M | +9.46% | -40.37% | ||
| PEN - PENUMBRA INC | New Purchase | 1.00% | $32.5M | +98.66% | +20.25% | +28.90% | |
| CNC - CENTENE CORP DEL | Reduce 56% $(41.4M) | 0.99% | $32.1M | -18.44% | -3.92% | -14.88% | |
| GRTS - GRITSTONE ONCOLOGY INC | New Purchase | 0.98% | $31.9M | -41.49% | -63.04% | ||
| NUVA - NUVASIVE INC | New Purchase | 0.96% | $31.2M | -0.44% | +24.67% | ||
| CVS - CVS HEALTH CORP | New Purchase | 0.95% | $31.0M | +3.66% | -11.74% | -3.21% | |
| CTLT - CATALENT INC | Add 1% ($318.8K) | 0.94% | $30.5M | +11.69% | +33.99% | ||
| GLYC - GLYCOMIMETICS INC | Add 1% ($270.7K) | 0.91% | $29.5M | -98.59% | +6.64% | -44.22% | |
| TDOC - TELADOC HEALTH INC | Add 45% ($9.0M) | 0.89% | $28.9M | -87.76% | +21.23% | +41.33% | |
| PRQR - PROQR THRAPEUTICS N V | New Purchase | 0.86% | $28.1M | -89.22% | -22.22% | -61.72% | |
| N/A - ALDER BIOPHARMACEUTICALS INC | 0.83% | $27.0M | |||||
| MPSY.F - MORPHOSYS AG | Reduce 29% $(9.9M) | 0.74% | $24.0M | +1.67% | -3.30% | ||
| EPZM - EPIZYME INC | Add 11% ($2.4M) | 0.73% | $23.8M | +77.30% | +111.28% | ||
| N/A - ARRAY BIOPHARMA INC | 0.73% | $23.7M | |||||
| ZTS - ZOETIS INC | Add 2% ($384.5K) | 0.71% | $23.2M | +77.10% | +3.80% | +28.90% | |
| LHCG - LHC GROUP INC | New Purchase | 0.69% | $22.4M | +21.84% | +39.83% | ||
| SYNH - SYNEOS HEALTH INC | Reduce 56% $(28.5M) | 0.68% | $22.1M | +11.67% | +4.73% | ||
| LH - LABORATORY CORP AMER HLDGS | Reduce 100% | 0.00% | $0.00 | ||||
| INSM - INSMED INC | Reduce 100% | 0.00% | $0.00 | ||||
| TCDA - TRICIDA INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALXN - ALEXION PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SYRS - SYROS PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TFX - TELEFLEX INC | Reduce 100% | 0.00% | $0.00 | ||||
| ODTC - ODONATE THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CMRX - CHIMERIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| IRTC - IRHYTHM TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| ABT - ABBOTT LABS | Reduce 100% | 0.00% | $0.00 | ||||
| ELGXQ - ENDOLOGIX INC | Reduce 100% | 0.00% | $0.00 | ||||