RG
FOLD

Redmile Group’s Amicus Therapeutics FOLD Stock Holding History

Redmile Group’s Portfolio FOLD Stock Details FOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-777,178
Closed -$6.12M – 37
2025
Q3 		$6.12M Sell
777,178
-411,820
-35% -$2.93M 0.6% 27
2025
Q2 		$6.81M Sell
1,188,998
-8,344,671
-88% -$53.9M 0.73% 30
2025
Q1 		$77.8M Buy
9,533,669
+2,478,779
+35% +$22.9M 7.35% 3
2024
Q4 		$66.5M Sell
7,054,890
-1,191,702
-14% -$12.4M 4.63% 5
2024
Q3 		$88.1M Sell
8,246,592
-2,348,497
-22% -$25.6M 5.19% 3
2024
Q2 		$105M Sell
10,595,089
-2,662,197
-20% -$27.3M 6.35% 2
2024
Q1 		$156M Sell
13,257,286
-1,571,035
-11% -$20.1M 5.73% 2
2023
Q4 		$210M Sell
14,828,321
-2,116,300
-12% -$24M 7.53% 3
2023
Q3 		$206M Sell
16,944,621
-2,622,340
-13% -$33.8M 9.8% 3
2023
Q2 		$246M Buy
19,566,961
+1,220,100
+7% +$14.5M 9.43% 3
2023
Q1 		$203M Sell
18,346,861
-1,902,928
-9% -$23.5M 8.83% 1
2022
Q4 		$247M Sell
20,249,789
-1,469,402
-7% -$16.5M 10.11% 1
2022
Q3 		$227M Sell
21,719,191
-439,700
-2% -$4.9M 8.8% 2
2022
Q2 		$238M Sell
22,158,891
-170,495
-0.8% -$1.4M 9.09% 2
2022
Q1 		$211M Sell
22,329,386
-386,700
-2% -$3.63M 6.6% 2
2021
Q4 		$262M Buy
22,716,086
+1,916,783
+9% +$21.4M 5.96% 2
2021
Q3 		$199M Hold
20,799,303
– – 3.46% 6
2021
Q2 		$201M Sell
20,799,303
-314,811
-1% -$3.07M 2.97% 5
2021
Q1 		$209M Buy
21,114,114
+493,624
+2% +$7.64M 2.94% 5
2020
Q4 		$476M Sell
20,620,490
-2,455,317
-11% -$50.2M 5.77% 2
2020
Q3 		$326M Sell
23,075,807
-1,868,888
-7% -$27.2M 5.98% 2
2020
Q2 		$376M Sell
24,944,695
-236,805
-0.9% -$2.89M 6.94% 2
2020
Q1 		$233M Sell
25,181,500
-28,464
-0.1% -$271K 6.52% 2
2019
Q4 		$246M Buy
25,209,964
+2,419,830
+11% +$22.2M 5.87% 3
2019
Q3 		$183M Sell
22,790,134
-2,500
-0% -$27.1K 6.12% 2
2019
Q2 		$284M Buy
22,792,634
+3,176,572
+16% +$40.3M 8.05% 2
2019
Q1 		$267M Buy
19,616,062
+11,292,845
+136% +$138M 7.81% 2
2018
Q4 		$79.7M Sell
8,323,217
-79,400
-0.9% -$873K 3.21% 8
2018
Q3 		$102M Sell
8,402,617
-2,109,115
-20% -$29.5M 3.13% 9
2018
Q2 		$164M Sell
10,511,732
-226,926
-2% -$3.43M 5.58% 2
2018
Q1 		$162M Buy
10,738,658
+712,888
+7% +$10.8M 6.24% 3
2017
Q4 		$144M Sell
10,025,770
-986,791
-9% -$13.6M 6.27% 2
2017
Q3 		$166M Sell
11,012,561
-1,031,371
-9% -$13.6M 8.19% 2
2017
Q2 		$121M Buy
12,043,932
+668,080
+6% +$5.38M 7.38% 2
2017
Q1 		$81.1M Sell
11,375,852
-955,278
-8% -$6.04M 5.26% 3
2016
Q4 		$61.3M Sell
12,331,130
-420,406
-3% -$2.91M 5.28% 5
2016
Q3 		$94.4M Buy
12,751,536
+1,645,090
+15% +$11.1M 7.51% 3
2016
Q2 		$60.6M Buy
11,106,446
+388,026
+4% +$2.71M 5.79% 2
2016
Q1 		$90.6M Buy
10,718,420
+437,800
+4% +$3.1M 9.27% 1
2015
Q4 		$99.7M Buy
10,280,620
+1,947,690
+23% +$17.6M 7.46% 1
2015
Q3 		$117M Buy
8,332,930
+2,035,407
+32% +$31.9M 8.83% 1
2015
Q2 		$89.1M Buy
6,297,523
+465,295
+8% +$5.59M 7.3% 2
2015
Q1 		$63.5M Sell
5,832,228
-1,043,046
-15% -$9.19M 5.7% 3
2014
Q4 		$57.2M Buy
6,875,274
+1,168,368
+20% +$8.02M 6.23% 1
2014
Q3 		$34M Sell
5,706,906
-1,943,362
-25% -$10.2M 3.92% 6
2014
Q2 		$25.6M Sell
7,650,268
-846,270
-10% -$1.99M 3.1% 13
2014
Q1 		$17.6M Sell
8,496,538
-151,549
-2% -$379K 2.1% 23
2013
Q4 		$20.3M Buy
8,648,087
+6,174,300
+250% +$13.6M 2.51% 16
2013
Q3 		$5.74M Buy
2,473,787
+100,100
+4% +$251K 0.86% 36
2013
Q2 		$5.53M Buy
+2,373,687
New +$7.3M 0.97% 35

Other funds holding FOLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Redmile Group's FOLD Position: Q4 2025 in Review

Redmile Group sold out of Amicus Therapeutics (FOLD) in Q4 2025, closing a stake of 777,178 shares — an estimated $6.12M sold.

Redmile Group first reported a position in FOLD in Q2 2013 and held it in 50 quarters. The position peaked at $476M in Q4 2020. 332 funds tracked by Wall St. Rank hold FOLD as of Q4 2025.

  • Redmile Group reported no remaining Amicus Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Redmile Group sold 777,178 Amicus Therapeutics shares in Q4 2025, an estimated $6.12M.
  • Redmile Group first reported a position in Amicus Therapeutics in Q2 2013 and held it in 50 quarters.
  • Redmile Group's Amicus Therapeutics position peaked at $476M in Q4 2020.
  • 332 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q4 2025.

Based on Redmile Group's 13F filing for Q4 2025, filed 17 Feb 2026.