RG
Redmile Group Portfolio holdings
AUM
$940M
1-Year Est. Return
75.78%
1 Year Est. Return
+75.78%
AUM
$940M
AUM Growth
-$118M
(-11%)
Holding
57
Top Sells
| 1 | +$47.8M | |
| 2 | +$16.6M | |
| 3 | +$12.7M | |
| 4 |
Boston Scientific
BSX
|
+$11.6M |
| 5 |
Krystal Biotech
KRYS
|
+$10.2M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Scholar Rock
SRRK
$3.03B
| $139M | 14.81% |
3,929,039
-469,242
|
|
||
|
2
Krystal Biotech
KRYS
$5.62B
| $91.2M | 9.71% |
663,471
-74,204
|
|
||
3
Zymeworks
ZYME
$1.46B
| $52.1M | 5.54% |
4,150,627
-638,318
|
|
||
4
Stoke Therapeutics
STOK
$2.07B
| $49.7M | 5.29% |
4,375,931
-110,050
|
|
||
5
Immunome
IMNM
$1.43B
| $45.3M | 4.82% |
4,872,225
-488,962
|
|
||
6
Replimune Group
REPL
$375M
| $43.3M | 4.61% |
4,664,791
-233,736
|
|
||
7
Nurix Therapeutics
NRIX
$820M
| $42.5M | 4.53% |
3,732,888
-319,039
|
|
||
8
LivaNova
LIVN
$2.94B
| $42.1M | 4.48% |
934,271
-79,868
|
|
||
9
ADC Therapeutics
ADCT
$479M
| $42M | 4.47% |
15,666,731
|
|
||
10
Akero Therapeutics
AKRO
$4.32B
| $41.3M | 4.4% |
774,311
-164,966
|
|
||
11
Regenxbio
RGNX
$627M
| $39.2M | 4.17% |
4,775,717
-19,063
|
|
||
12
Kymera Therapeutics
KYMR
$4.55B
| $35.1M | 3.73% |
803,289
-180,124
|
|
||
13
Beam Therapeutics
BEAM
$2.83B
| $24.2M | 2.58% |
1,423,411
-186,918
|
|
||
14
Absci
ABSI
$761M
| $21.2M | 2.26% |
8,253,316
|
|
||
15
Neurogene
NGNE
$507M
| $19.1M | 2.03% |
1,276,676
-31,387
|
|
||
|
HNGE
16
Hinge Health
HNGE
$4.03B
| $15.5M | 1.65% |
+300,000
|
|
||
17
89bio
ETNB
$2.2B
| $15.2M | 1.62% |
1,545,208
-341,236
|
|
||
18
Annexon
ANNX
$355M
| $15.1M | 1.61% |
6,300,644
|
|
||
19
Fate Therapeutics
FATE
$187M
| $14.4M | 1.53% |
12,872,946
|
|
||
|
SLN
20
Silence Therapeutics
SLN
$299M
| $12.6M | 1.34% |
2,164,777
-50,170
|
|
||
21
Cogent Biosciences
COGT
$2.32B
| $10.4M | 1.11% |
1,448,040
-1,767,986
|
|
||
22
Biohaven
BHVN
$1.84B
| $10.3M | 1.1% |
729,515
-137,939
|
|
||
23
Solid Biosciences
SLDB
$496M
| $9.33M | 0.99% |
1,915,926
-103,245
|
|
||
|
24
Boston Scientific
BSX
$147B
| $9.16M | 0.98% |
85,301
-107,982
|
|
||
25
IDEAYA Biosciences
IDYA
$2.54B
| $9.09M | 0.97% |
432,494
-102,106
|
|