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
2017 Q3	–	Sell	-101,500	Closed	-$8.87M	–	71
2017 Q2	$8.87M	Buy	+101,500	New	+$5.68M	0.54%	46

Other funds holding PBYI

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

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

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Redmile Group's PBYI Position: Q2 2018 in Review

Redmile Group sold out of Puma Biotechnology (PBYI) in Q2 2018, closing a stake of 1,095,612 shares — an estimated $74.6M sold.

Redmile Group first reported a position in PBYI in Q2 2013 and held it in 13 quarters. The position peaked at $109M in Q3 2017. 174 funds tracked by Wall St. Rank hold PBYI as of Q2 2018.

Redmile Group reported no remaining Puma Biotechnology position as of Q2 2018 after selling out during the quarter.
Redmile Group sold 1,095,612 Puma Biotechnology shares in Q2 2018, an estimated $74.6M.
Redmile Group first reported a position in Puma Biotechnology in Q2 2013 and held it in 13 quarters.
Redmile Group's Puma Biotechnology position peaked at $109M in Q3 2017.
174 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2018.

Based on Redmile Group's 13F filing for Q2 2018, filed 14 Aug 2018.