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RG
Redmile Group Portfolio holdings
AUM
$1.51B
1-Year Est. Return
164.17%
This Fund
S&P 500
This Quarter
Est. Return
+31.05%
1 Year Est. Return
+164.17%
3 Year Est. Return
+929.47%
5 Year Est. Return
+823.75%
10 Year Est. Return
+18,826.17%
AUM
$3.42B
AUM Growth
+$931M
(+37%)
Cap. Flow
+$320M
Cap. Flow
% of AUM
9.36%
Top 10 Holdings %
Top 10 Hldgs %
45.63%
Holding
88
New
10
Increased
35
Reduced
24
Closed
6
Top Buys
| 1 |
FOLD
Amicus Therapeutics
FOLD
|
+$138M |
| 2 |
Biogen
BIIB
|
+$52.1M |
| 3 |
CELG
Celgene Corp
CELG
|
+$46.9M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$37.1M |
| 5 |
Align Technology
ALGN
|
+$34.2M |
Top Sells
| 1 |
ARRY
Array Biopharma Inc
ARRY
|
+$114M |
| 2 |
Cigna
CI
|
+$50M |
| 3 |
Medtronic
MDT
|
+$38.2M |
| 4 |
CVS Health
CVS
|
+$25.1M |
| 5 |
NITE
Nightstar Therapeutics plc American Depositary Shares
NITE
|
+$20.7M |
Sector Composition
| 1 | Healthcare | 94.57% |
| 2 | Financials | 2.23% |
| 3 | Energy | 0.01% |
| 4 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CBAY
26
DELISTED
Cymabay Therapeutics
CBAY
| $39.1M | 1.14% |
2,943,765
-5,100
| -0.2% | -$54.2K |
|
|
27
Biogen
BIIB
$29.1B
| $39.1M | 1.14% |
+165,300
| New | +$52.1M |
|
28
Scholar Rock
SRRK
$6.48B
| $38.5M | 1.13% |
2,051,089
+289,682
| +16% | +$5.1M |
|
29
Jazz Pharmaceuticals
JAZZ
$15B
| $38.5M | 1.13% |
269,480
+132,800
| +97% | +$17.3M |
|
|
DCPH
30
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $37.8M | 1.11% |
1,628,653
-24,527
| -1% | -$642K |
|
31
AnaptysBio
ANAB
$1.65B
| $36.3M | 1.06% |
496,918
+132,868
| +36% | +$9.17M |
|
|
IMGN
32
DELISTED
Immunogen Inc
IMGN
| $35.4M | 1.04% |
13,063,767
+2,179,160
| +20% | +$9.44M |
|
|
OXFD
33
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
| $34.5M | 1.01% |
2,001,467
-226,040
| -10% | -$3.58M |
|
34
Replimune Group
REPL
$813M
| $33.7M | 0.99% |
2,212,456
+23,499
| +1% | +$293K |
|
35
UnitedHealth
UNH
$380B
| $32.9M | 0.96% |
132,890
+17,390
| +15% | +$4.43M |
|
|
NVTA
36
DELISTED
Invitae Corporation
NVTA
| $32.2M | 0.94% |
1,374,175
+848,800
| +162% | +$15M |
|
|
GRTS
37
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
| $31.3M | 0.92% |
2,353,735
+84,599
| +4% | +$1.13M |
|
38
Xeris Biopharma Holdings
XERS
$1.5B
| $30.1M | 0.88% |
3,000,641
+588,000
| +24% | +$7.53M |
|
|
TCRR
39
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
| $28.7M | 0.84% |
+1,807,256
| New | +$32.1M |
|
|
CBIO
40
Crescent Biopharma
CBIO
$432M
| $25.1M | 0.74% |
20,182
+397
| +2% | +$455K |
|
41
Teladoc Health
TDOC
$1.75B
| $24.5M | 0.72% |
439,900
+244,300
| +125% | +$14.9M |
|
|
MOR
42
DELISTED
MorphoSys AG American Depositary Shares
MOR
| $20.3M | 0.59% |
893,800
-1,800
| -0.2% | -$47.2K |
|
|
EIDX
43
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
| $20M | 0.58% |
851,900
-1,600
| -0.2% | -$25.7K |
|
|
HSKA
44
DELISTED
Heska Corp
HSKA
| $19.2M | 0.56% |
226,013
+28,300
| +14% | +$2.55M |
|
|
PRAH
45
DELISTED
PRA Health Sciences, Inc.
PRAH
| $19.2M | 0.56% |
174,000
-20,800
| -11% | -$2.17M |
|
|
TCDA
46
DELISTED
Tricida, Inc. Common Stock
TCDA
| $18.9M | 0.55% |
490,300
-2,300
| -0.5% | -$53.6K |
|
|
VAPO
47
DELISTED
Vapotherm, Inc. Common Stock
VAPO
| $18.9M | 0.55% |
126,415
-29,463
| -19% | -$4.23M |
|
|
SYRS
48
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $15M | 0.44% |
164,520
-434
| -0.3% | -$30.2K |
|
|
AXNX
49
DELISTED
Axonics, Inc. Common Stock
AXNX
| $14.3M | 0.42% |
598,600
-1,400
| -0.2% | -$25.4K |
|
50
ICU Medical
ICUI
$3.95B
| $12.4M | 0.36% |
51,721
-39,600
| -43% | -$9.5M |
|
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