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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2019-05-15 (Q1 2019) | Holdings: 82 | Value: $3.4B | 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 |
| ARRY1 - ARRAY BIOPHARMA INC | Reduce 33% $(133.8M) | 7.88% | $267.5M | ||||
| FOLD - AMICUS THERAPEUTICS INC | Add 136% ($153.6M) | 7.86% | $266.8M | -54.52% | -17.70% | +0.08% | |
| FATE - FATE THERAPEUTICS INC | Reduce 2% $(3.8M) | 5.36% | $182.0M | -93.37% | +1.81% | +62.28% | |
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 2% ($2.8M) | 5.25% | $178.3M | -98.72% | -43.76% | -55.60% | |
| ARGX - ARGENX SE | Add 6% ($7.3M) | 3.75% | $127.2M | +328.21% | +8.36% | +31.09% | |
| CLVS - CLOVIS ONCOLOGY INC | Add 12% ($12.5M) | 3.34% | $113.3M | ||||
| WVE - WAVE LIFE SCIENCES LTD | Add 27% ($23.1M) | 3.24% | $110.0M | -74.53% | -21.19% | -61.50% | |
| BOLD - AUDENTES THERAPEUTICS INC | Add 19% ($16.9M) | 3.14% | $106.7M | ||||
| EPZM - EPIZYME INC | Add 16% ($13.1M) | 2.81% | $95.3M | +21.63% | +66.22% | ||
| XNCR - XENCOR INC | Reduce 2% $(1.5M) | 2.78% | $94.3M | -76.06% | +16.64% | -6.30% | |
| WMGI - WRIGHT MED GROUP N V | Add 13% ($10.6M) | 2.66% | $90.4M | -34.23% | -8.70% | ||
| ALDR - ALDER BIOPHARMACEUTICALS INC | 2.62% | $88.8M | -12.82% | ||||
| IFRX - INFLARX NV | Add 7% ($5.6M) | 2.43% | $82.5M | -98.04% | -93.55% | -81.62% | |
| RGNX - REGENXBIO INC | Add 5% ($3.8M) | 2.40% | $81.4M | -81.27% | -18.73% | -13.36% | |
| QURE - UNIQURE NV | 2.30% | $78.0M | -74.25% | -2.95% | +3.41% | ||
| BMY - BRISTOL MYERS SQUIBB CO | Add 87% ($35.5M) | 2.25% | $76.3M | +24.41% | +1.49% | +40.68% | |
| EHTH - EHEALTH INC | Add 12% ($8.2M) | 2.25% | $76.2M | -93.74% | +61.16% | +95.11% | |
| ALLK - ALLAKOS INC | Add 8% ($5.5M) | 2.19% | $74.3M | +112.30% | +71.74% | ||
| LIVN - LIVANOVA PLC | Add 13% ($6.6M) | 1.67% | $56.7M | -37.68% | +9.63% | -29.33% | |
| TNDM - TANDEM DIABETES CARE INC | Reduce 18% $(11.7M) | 1.60% | $54.4M | -70.16% | -14.08% | +23.31% | |
| ELV - ANTHEM INC | Add 53% ($17.6M) | 1.49% | $50.7M | +56.96% | +6.56% | +9.33% | |
| CELG - CELGENE CORP | New Purchase | 1.49% | $50.5M | -0.27% | |||
| TEVA - TEVA PHARMACEUTICAL INDS LTD | Add 72% ($20.7M) | 1.45% | $49.3M | +50.31% | -43.52% | +3.70% | |
| PEN - PENUMBRA INC | Add 122% ($26.1M) | 1.40% | $47.5M | +89.91% | +7.30% | +28.07% | |
| ALGN - ALIGN TECHNOLOGY INC | New Purchase | 1.20% | $40.7M | -44.78% | -45.62% | -29.63% | |
| CBAY - CYMABAY THERAPEUTICS INC | 1.15% | $39.1M | -55.54% | -68.68% | |||
| BIIB - BIOGEN INC | New Purchase | 1.15% | $39.1M | -45.09% | +0.53% | +37.07% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Add 16% ($5.4M) | 1.14% | $38.5M | +72.79% | -49.10% | -17.79% | |
| JAZZ - JAZZ PHARMACEUTICALS PLC | Add 97% ($19.0M) | 1.14% | $38.5M | -21.77% | -2.55% | -16.36% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 1% $(569.3K) | 1.11% | $37.8M | +57.51% | +135.29% | ||
| ANAB - ANAPTYSBIO INC | Add 36% ($9.7M) | 1.07% | $36.3M | -67.90% | -32.48% | -72.84% | |
| IMGN - IMMUNOGEN INC | Add 20% ($5.9M) | 1.04% | $35.4M | +28.64% | +116.36% | ||
| OXFD - OXFORD IMMUNOTEC GLOBAL PLC | Reduce 10% $(3.9M) | 1.02% | $34.5M | -10.31% | -23.70% | ||
| REPL - REPLIMUNE GROUP INC | Add 1% ($357.7K) | 0.99% | $33.7M | -37.30% | -27.32% | +40.20% | |
| N/A - ARRAY BIOPHARMA INC | 0.98% | $33.3M | |||||
| UNH - UNITEDHEALTH GROUP INC | Add 15% ($4.3M) | 0.97% | $32.9M | +43.61% | +4.62% | +26.53% | |
| NVTA - INVITAE CORP | New Purchase | 0.95% | $32.2M | +32.20% | -10.03% | ||
| GRTS - GRITSTONE ONCOLOGY INC | Add 4% ($1.1M) | 0.92% | $31.3M | -10.68% | -38.69% | ||
| XERS - XERIS PHARMACEUTICALS INC | Add 24% ($5.9M) | 0.89% | $30.1M | ||||
| TCRR - TCR2 THERAPEUTICS INC | New Purchase | 0.85% | $28.7M | -1.30% | -38.02% | ||
| GLYC - GLYCOMIMETICS INC | Add 2% ($494.7K) | 0.74% | $25.1M | -98.75% | -72.89% | -74.72% | |
| TDOC - TELADOC HEALTH INC | Add 125% ($13.6M) | 0.72% | $24.5M | -88.12% | +2.42% | +191.86% | |
| N/A - ALDER BIOPHARMACEUTICALS INC | 0.70% | $23.9M | |||||
| MPSY.F - MORPHOSYS AG | 0.60% | $20.3M | +16.79% | +29.62% | |||
| EIDX - EIDOS THERAPEUTICS INC | 0.59% | $20.0M | +50.57% | +65.86% | |||
| HSKA - HESKA CORP | Add 14% ($2.4M) | 0.57% | $19.2M | -9.17% | +0.19% | ||
| PRAH - PRA HEALTH SCIENCES INC | Reduce 11% $(2.3M) | 0.57% | $19.2M | +9.34% | +6.47% | ||
| TCDA - TRICIDA INC | 0.56% | $18.9M | -4.86% | -13.35% | |||
| VAPO - VAPOTHERM INC | Reduce 19% $(4.4M) | 0.56% | $18.9M | -14.14% | +54.03% | ||
| SYRS - SYROS PHARMACEUTICALS INC | New Purchase | 0.44% | $15.0M | -99.96% | +65.99% | +48.61% | |
| ICUI - ICU MED INC | Reduce 100% | 0.00% | $0.00 | ||||
| SIBN - SI BONE INC | Reduce 100% | 0.00% | $0.00 | ||||
| MDT - MEDTRONIC PLC | Reduce 100% | 0.00% | $0.00 | ||||
| CVS - CVS HEALTH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| NITE - NIGHTSTAR THERAPEUTICS PLC | Reduce 100% | 0.00% | $0.00 | ||||
| CI - CIGNA CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||