Redmile Group’s Puma Biotechnology PBYI Stock Holding History

Redmile Group’s Portfolio PBYI Stock Details PBYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,095,612	Closed	-$74.6M	–	83
2018 Q1	$74.6M	Buy	1,095,612 +182,039	+20%	+$13.6M	2.88%	9
2017 Q4	$90.3M	Buy	913,573 +6,931	+0.8%	+$776K	3.93%	3
2017 Q3	$109M	Buy	906,642 +46,186	+5%	+$4.3M	5.36%	3
2017 Q2	$75.2M	Sell	860,456 -864,958	-50%	-$48.4M	4.58%	4
2017 Q1	$64.2M	Buy	1,725,414 +435,274	+34%	+$15.9M	4.17%	4
2016 Q4	$39.6M	Buy	1,290,140 +627,854	+95%	+$27.1M	3.41%	10
2016 Q3	$44.4M	Buy	+662,286	New	+$33.5M	3.53%	10
2015 Q1	–	Sell	-93,865	Closed	-$17.8M	–	63
2014 Q4	$17.8M	Buy	93,865 +42,840	+84%	+$9.5M	1.93%	18
2014 Q3	$12.2M	Buy	+51,025	New	+$10.5M	1.41%	32
2014 Q2	–	Sell	-172,092	Closed	-$17.9M	–	55
2014 Q1	$17.9M	Sell	172,092 -58,581	-25%	-$6.89M	2.14%	21
2013 Q4	$23.9M	Sell	230,673 -109,492	-32%	-$6.43M	2.95%	7
2013 Q3	$18.3M	Sell	340,165 -199,829	-37%	-$10.8M	2.75%	14
2013 Q2	$24M	Buy	+539,994	New	+$19M	4.22%	6

Other funds holding PBYI

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return