10,000+ stock pitches from top investors available on joinyellowbrick.com
Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2019-02-14 (Q4 2018) | Holdings: 78 | Value: $2.5B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ARRY1 - ARRAY BIOPHARMA INC | Add 3% ($7.9M) | 9.42% | $234.5M | ||||
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 5% ($6.8M) | 6.16% | $153.4M | -99.19% | -37.44% | -63.36% | |
| FATE - FATE THERAPEUTICS INC | 5.45% | $135.7M | -91.80% | +24.46% | +95.97% | ||
| XNCR - XENCOR INC | Add 2% ($2.0M) | 4.48% | $111.5M | -76.26% | -1.16% | +1.87% | |
| WVE - WAVE LIFE SCIENCES LTD | Reduce 2% $(1.5M) | 3.78% | $94.1M | -81.29% | -26.63% | -77.27% | |
| ARGX - ARGENX SE | Reduce 1% $(1.3M) | 3.71% | $92.3M | +357.65% | +7.20% | +36.23% | |
| ALLK - ALLAKOS INC | Add 16% ($12.5M) | 3.57% | $88.8M | +16.67% | +78.10% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 1% $(760.6K) | 3.20% | $79.7M | -49.16% | +11.27% | -4.08% | |
| IFRX - INFLARX NV | Add 1% ($381.9K) | 2.97% | $74.0M | -97.48% | +31.40% | -86.77% | |
| CLVS - CLOVIS ONCOLOGY INC | Add 128% ($41.0M) | 2.93% | $72.9M | ||||
| WMGI - WRIGHT MED GROUP N V | Add 17% ($9.9M) | 2.77% | $69.1M | +2.57% | -3.49% | ||
| ALDR - ALDER BIOPHARMACEUTICALS INC | 2.68% | $66.7M | -21.95% | ||||
| RGNX - REGENXBIO INC | Reduce 18% $(12.6M) | 2.28% | $56.8M | -81.66% | -2.20% | +14.34% | |
| CI - CIGNA CORP NEW | New Purchase | 2.10% | $52.3M | +75.49% | -19.88% | +14.52% | |
| IMGN - IMMUNOGEN INC | Reduce 12% $(6.8M) | 2.10% | $52.2M | -61.23% | +11.23% | ||
| BOLD - AUDENTES THERAPEUTICS INC | Add 3% ($1.2M) | 1.97% | $49.1M | ||||
| LIVN - LIVANOVA PLC | Reduce 14% $(7.7M) | 1.89% | $47.1M | -52.81% | -24.35% | -26.38% | |
| BMY - BRISTOL MYERS SQUIBB CO | New Purchase | 1.78% | $44.4M | +13.99% | -8.52% | +32.80% | |
| EHTH - EHEALTH INC | Reduce 26% $(14.6M) | 1.68% | $41.9M | -93.36% | +6.16% | +107.90% | |
| XERS - XERIS PHARMACEUTICALS INC | 1.65% | $41.0M | |||||
| EPZM - EPIZYME INC | Add 195% ($27.0M) | 1.64% | $40.9M | -8.47% | +101.68% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 1% $(268.8K) | 1.63% | $40.5M | +119.06% | +26.24% | -17.73% | |
| TNDM - TANDEM DIABETES CARE INC | Reduce 3% $(1.1M) | 1.59% | $39.5M | -59.26% | +36.14% | +78.79% | |
| MDT - MEDTRONIC PLC | New Purchase | 1.53% | $38.2M | +10.56% | -3.49% | +25.08% | |
| QURE - UNIQURE NV | Reduce 21% $(9.7M) | 1.51% | $37.6M | -58.22% | +61.90% | +73.52% | |
| GRTS - GRITSTONE ONCOLOGY INC | Add 1% ($409.4K) | 1.41% | $35.1M | -2.47% | -11.04% | ||
| DCPH - DECIPHERA PHARMACEUTICALS IN | Add 12% ($3.7M) | 1.39% | $34.7M | -16.36% | +95.55% | ||
| ELV - ANTHEM INC | Reduce 51% $(31.1M) | 1.22% | $30.3M | +31.28% | -16.58% | -1.58% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 21% $(7.6M) | 1.16% | $28.8M | +26.98% | -11.50% | +14.74% | |
| OXFD - OXFORD IMMUNOTEC GLOBAL PLC | 1.14% | $28.5M | -0.19% | -4.11% | |||
| TEVA - TEVA PHARMACEUTICAL INDS LTD | New Purchase | 1.13% | $28.2M | -2.57% | -34.67% | -29.64% | |
| CVS - CVS HEALTH CORP | Reduce 3% $(779.7K) | 1.01% | $25.1M | +19.64% | -21.92% | +8.99% | |
| VAPO - VAPOTHERM INC | New Purchase | 1.00% | $24.9M | -2.83% | -37.46% | ||
| ANAB - ANAPTYSBIO INC | Reduce 42% $(17.0M) | 0.93% | $23.2M | -66.35% | +4.35% | -77.31% | |
| CBAY - CYMABAY THERAPEUTICS INC | Reduce 1% $(351.8K) | 0.93% | $23.2M | +25.44% | -83.95% | ||
| N/A - ARRAY BIOPHARMA INC | 0.92% | $22.8M | |||||
| MPSY.F - MORPHOSYS AG | 0.91% | $22.6M | -8.82% | +12.57% | |||
| REPL - REPLIMUNE GROUP INC | 0.88% | $21.9M | -30.07% | +5.45% | +24.47% | ||
| ICUI - ICU MED INC | Reduce 50% $(20.8M) | 0.84% | $21.0M | -48.73% | -10.17% | -14.96% | |
| NITE - NIGHTSTAR THERAPEUTICS PLC | Reduce 14% $(3.3M) | 0.83% | $20.7M | ||||
| N/A - ALDER BIOPHARMACEUTICALS INC | 0.80% | $20.0M | |||||
| GLYC - GLYCOMIMETICS INC | Reduce 3% $(659.1K) | 0.75% | $18.7M | -98.64% | +8.67% | -62.56% | |
| PRAH - PRA HEALTH SCIENCES INC | New Purchase | 0.72% | $17.9M | -21.56% | -1.32% | ||
| PEN - PENUMBRA INC | Reduce 33% $(8.7M) | 0.71% | $17.8M | +66.80% | -12.36% | +23.98% | |
| HSKA - HESKA CORP | Reduce 45% $(14.1M) | 0.68% | $17.0M | -18.43% | +4.96% | ||
| JAZZ - JAZZ PHARMACEUTICALS PLC | New Purchase | 0.68% | $16.9M | -14.43% | +9.34% | +8.17% | |
| SIBN - SI BONE INC | New Purchase | 0.54% | $13.4M | -8.50% | -11.79% | +12.95% | |
| EIDX - EIDOS THERAPEUTICS INC | New Purchase | 0.47% | $11.7M | +82.88% | +259.41% | ||
| TCDA - TRICIDA INC | New Purchase | 0.47% | $11.6M | +62.32% | +60.08% | ||
| TDOC - TELADOC HEALTH INC | Reduce 42% $(6.9M) | 0.39% | $9.7M | -89.57% | -12.07% | +74.44% | |
| CTLT - CATALENT INC | Reduce 100% | 0.00% | $0.00 | ||||
| WCG - WELLCARE HEALTH PLANS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PRQR - PROQR THRAPEUTICS N V | Reduce 100% | 0.00% | $0.00 | ||||
| CI - CIGNA CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| NUVA - NUVASIVE INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZTS - ZOETIS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SYNH - SYNEOS HEALTH INC | Reduce 100% | 0.00% | $0.00 | ||||
| CNC - CENTENE CORP DEL | Reduce 100% | 0.00% | $0.00 | ||||
| LHCG - LHC GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| BLUE - BLUEBIRD BIO INC | Reduce 100% | 0.00% | $0.00 | ||||