Redmile Group, LLC

CIK Number: 0001425738

1.06B
Market Value
57
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SRRK Scholar Rock Ho...
35.81
+7.18% 4.55M -13.15% 196.65M 12.8 13.70%
2 KRYS Krystal Biotech...
142.35
-0.92% 753.17K -7.04% 117.99M 66.33 8.22%
3 NRIX Nurix Therapeut...
11.65
-2.63% 4.19M -2.06% 78.99M 25.84 5.50%
4 ZYME Zymeworks Inc.
12.71
-0.86% 4.84M -5.12% 70.86M 7.92 4.94%
5 FOLD Amicus Therapeu...
5.67
-0.79% 7.05M -14.45% 66.46M 11.27 4.63%
6 REPL Replimune Group...
9.47
-2.82% 4.91M +2.60% 59.41M 17.76 4.14%
7 IMNM Immunome, Inc.
8.73
-2.13% 4.83M -1.26% 51.27M 13.06 3.57%
8 STOK Stoke Therapeut...
11.87
+3.13% 4.59M -2.54% 50.67M 11.49 3.53%
9 LIVN LivaNova PLC
45.89
-0.3% 1.04M +19.26% 48.33M 69.09 3.37%
10 KYMR Kymera Therapeu...
46.46
-1.44% 1.1M -21.02% 44.27M 33.64 3.09%
11 PLRX Pliant Therapeu...
1.39
+6.82% 2.9M -9.45% 38.13M 26.34 2.66%
12 BEAM Beam Therapeuti...
16.79
-2.1% 1.53M -5.12% 37.91M 27.36 2.64%
13 RGNX REGENXBIO Inc.
8.56
+0.06% 4.79M -2.01% 37.06M 22.57 2.58%
14 AKRO Akero Therapeut...
55.07
+2.13% 1.24M -10.97% 34.36M 32.9 2.39%
15 BHVN Biohaven Ltd.
14.34
-2.95% 904.5K -12.54% 33.78M 36.77 2.35%
16 ANNX Annexon, Inc.
2.41
-1.63% 6.3M -1.97% 32.32M 17.37 2.25%
17 ADCT ADC Therapeutic...
2.75
-3.68% 15.67M -0.02% 31.18M 21.02 2.17%
18 NGNE Neurogene Inc.
16.88
-1.89% 1.32M +36.86% 30.17M 21.52 2.10%
19 BSX Boston Scientif...
104.28
+0.15% 312.68K -5.5% 27.93M 52.55 1.95%
20 COGT Cogent Bioscien...
7.10
-1.93% 3.55M -20.73% 27.73M 9.19 1.93%
21 ABSI Absci Corporati...
2.79
-0.89% 8.25M 0.00% 21.62M 11.47 1.51%
22 FATE Fate Therapeuti...
1.16
-0.85% 12.87M -2.25% 21.24M 14.79 1.48%
23 IGMS IGM Biosciences...
1.22
+2.97% 2.95M -3.92% 18.04M 21.93 1.26%
24 ETNB 89bio, Inc.
9.82
+0.05% 2.17M +38.05% 16.95M 11.19 1.18%
25 SLN Silence Therape...
5.83
-3.56% 2.4M +26.33% 16.51M 18.61 1.15%
26 IDYA IDEAYA Bioscien...
22.02
+1.12% 619.3K -9.08% 15.92M 35.58 1.11%
27 CLDX Celldex Therape...
21.49
-0.74% 615.77K -6.3% 15.56M 16 1.08%
28 ESTA Establishment L...
37.55
+5.01% 320.15K +22.29% 14.75M 45.78 1.03%
29 IMVT Immunovant, Inc...
15.80
-1.25% 571.82K -10.96% 14.16M 17.87 0.99%
30 CBLL CeriBell, Inc.
19.43
-1.12% 435.24K +100.00% 11.26M 25.88 0.79%
31 SYK Stryker Corpora...
391.98
+1.43% 30.68K -6.31% 11.04M 225.99 0.77%
32 RAPT RAPT Therapeuti...
9.54
+16.06% 6.48M +1.18K% 10.23M 2.69 0.71%
33 BNTX BioNTech SE
104.65
-0.42% 83.47K -45.96% 9.51M 118.77 0.66%
34 ISRG Intuitive Surgi...
521.41
-0.32% 16.94K -36.54% 8.84M 362.91 0.62%
35 KROS Keros Therapeut...
13.68
-0.26% 552.51K 0.00% 8.75M 66.89 0.61%
36 NUVB Nuvation Bio In...
1.88
-8.54% 3.03M 0.00% 8.06M 10.45 0.56%
37 ARDX Ardelyx, Inc.
3.63
-1.22% 1.58M -5.09% 7.99M 7.41 0.56%
38 ORKA Oruka Therapeut...
11.67
-0.77% 411.73K 0.00% 7.98M 24.51 0.56%
39 VERV Verve Therapeut...
11.19
+0.13% 1.32M -4.71% 7.43M 34.54 0.52%
40 STTK Shattuck Labs, ...
1.06
+2.90% 5.54M -1.35% 6.7M 52.41 0.47%
41 FDMT 4D Molecular Th...
4.08
+1.88% 1.2M -5.16% 6.67M 27.14 0.46%
42 PEN Penumbra, Inc.
253.02
-1.06% 25.74K +85.91% 6.11M 214.26 0.43%
43 PRME Prime Medicine,...
2.42
-1.83% 2.07M 0.00% 6.06M 14.31 0.42%
44 ATRA Atara Biotherap...
8.05
-0.12% 441.7K -2.34% 5.88M 8.36 0.41%
45 CYTK Cytokinetics, I...
33.14
-0.77% 92.6K -4.65% 4.36M 73.02 0.30%
46 STXS Stereotaxis, In...
2.20
+0.92% 1.8M -14.65% 4.1M 2.02 0.29%
47 ATXS Astria Therapeu...
5.67
-1.56% 346.28K +11.38% 3.1M 10.8 0.22%
48 ACIU AC Immune SA
2.06
-2.38% 1.03M -38.95% 2.79M 4.99 0.19%
49 RPTX Repare Therapeu...
1.40
-1.76% 1.92M -1.36% 2.51M 30.5 0.17%
50 PODD Insulet Corpora...
305.56
-1.72% 9.56K +100.00% 2.5M 261.07 0.17%
51 SLDB Solid Bioscienc...
4.75
-2.06% 615.25K +100.00% 2.46M 4 0.17%
52 BOLD Boundless Bio, ...
1.06
-1.85% 740.2K -27.68% 2.15M 13.54 0.15%
53 LVTX LAVA Therapeuti...
1.31
-1.13% 2.07M 0.00% 1.97M 15.19 0.14%
54 XERS Xeris Biopharma...
4.73
+1.50% 451.1K -56.9% 1.53M 2.93 0.11%
55 IVVD Invivyd, Inc.
0.72
-4.59% 3.01M -1.74% 1.33M 20.49 0.09%
56 VTYX Ventyx Bioscien...
2.40
-0.21% 124.18K -94.11% 271.95K 8.37 0.02%
57 HOOK HOOKIPA Pharma ...
1.26
-3.08% 106.38K 0.00% 213.82K 4.3 0.01%