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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
+4.99%
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
$2.3B
AUM Growth
+$273M
Cap. Flow
+$241M
Cap. Flow %
10.48%
Top 10 Hldgs %
43.45%
Holding
86
New
20
Increased
27
Reduced
19
Closed
15

Top Buys

1
CELG
Celgene Corp
CELG
+$73.7M
2
ABT icon
Abbott
ABT
+$49.7M
3
BLUE
bluebird bio
BLUE
+$40.7M
4
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$37.3M
5
TFX icon
Teleflex
TFX
+$35.5M

Top Sells

1
SGEN
Seagen Inc. Common Stock
SGEN
+$40.2M
2
AET
Aetna Inc
AET
+$37.2M
3
GWPH
GW Pharmaceuticals Plc American Depositary Shares
GWPH
+$34.4M
4
MOH icon
Molina Healthcare
MOH
+$31.7M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$28.7M

Sector Composition

1 Healthcare 92.78%
2 Financials 1.18%
3 Communication Services 0.58%
4 Technology 0.01%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTMX icon
51
CytomX Therapeutics
CTMX
$801M
$8.84M 0.38%
418,680
+36,409
+10% +$755K
GMED icon
52
Globus Medical
GMED
$10.7B
$8.57M 0.37%
+208,600
New +$7.3M
ATYR
53
aTyr Pharma
ATYR
$52.4M
$6.6M 0.29%
134,771
– –
SYRS
54
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$6.2M 0.27%
63,723
-419
-0.7% -$56.3K
TDOC icon
55
Teladoc Health
TDOC
$1.75B
$5.23M 0.23%
+150,000
New +$4.98M
PRQR icon
56
ProQR Therapeutics
PRQR
$250M
$5.03M 0.22%
1,558,392
-44,583
-3% -$160K
PETQ
57
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
$4.9M 0.21%
224,343
-22,400
-9% -$516K
OVID icon
58
Ovid Therapeutics
OVID
$465M
$3.09M 0.13%
312,782
-138,400
-31% -$1.27M
ACRS icon
59
Aclaris Therapeutics
ACRS
$782M
$2.64M 0.11%
107,020
+6,060
+6% +$148K
CASC
60
DELISTED
Cascadian Therapeutics, Inc.
CASC
$2.4M 0.1%
649,446
-1,320,523
-67% -$5.41M
NKTR icon
61
Nektar Therapeutics
NKTR
$2.31B
$318K 0.01%
355
-617
-63% -$365K
HZNP
62
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$292K 0.01%
+20,000
New +$281K
ALGN icon
63
Align Technology
ALGN
$13B
$253K 0.01%
+1,140
New +$259K
HUM icon
64
Humana
HUM
$49B
$248K 0.01%
+1,000
New +$247K
PCRX icon
65
Pacira BioSciences
PCRX
$997M
$237K 0.01%
+5,190
New +$206K
BMRN icon
66
BioMarin Pharmaceuticals
BMRN
$11.4B
$223K 0.01%
+2,500
New +$217K
VCRA
67
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$212K 0.01%
+7,000
New +$200K
ADVM
68
DELISTED
Adverum Biotechnologies
ADVM
$78K ﹤0.01%
2,224
– –
CSLT
69
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$38K ﹤0.01%
10,229
– –
AMED
70
DELISTED
Amedisys
AMED
– –
-283,648
Closed -$15.9M
AUPH icon
71
Aurinia Pharmaceuticals
AUPH
$2.07B
– –
-332,310
Closed -$2.08M
BSX icon
72
Boston Scientific
BSX
$64B
– –
-603,493
Closed -$17.6M
HOLX
73
DELISTED
Hologic
HOLX
– –
-20,000
Closed -$734K
MEDP icon
74
Medpace
MEDP
$15.1B
– –
-499,640
Closed -$15.9M
MOH icon
75
Molina Healthcare
MOH
$12.2B
– –
-461,074
Closed -$31.7M
1 2
3
4

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