We are live on ! Find out more
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
Cap. Flow
+$320M
Cap. Flow %
9.36%
Top 10 Hldgs %
45.63%
Holding
88
New
10
Increased
35
Reduced
24
Closed
6

Top Buys

1
FOLD
Amicus Therapeutics
FOLD
+$138M
2
BIIB icon
Biogen
BIIB
+$52.1M
3
CELG
Celgene Corp
CELG
+$46.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$37.1M
5
ALGN icon
Align Technology
ALGN
+$34.2M

Top Sells

1
ARRY
Array Biopharma Inc
ARRY
+$114M
2
CI icon
Cigna
CI
+$50M
3
MDT icon
Medtronic
MDT
+$38.2M
4
CVS icon
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
KRYS icon
51
Krystal Biotech
KRYS
$10.3B
$10.7M 0.31%
324,500
-500
-0.2% -$11.8K
ODT
52
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$10.6M 0.31%
477,464
+20,513
+4% +$359K
SIBN icon
53
SI-BONE Inc
SIBN
$760M
$10.2M 0.3%
538,730
-102,170
-16% -$1.98M
SWAV
54
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$10M 0.29%
+300,000
New +$9.97M
LOGC
55
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
$8.99M 0.26%
909,787
-1,500
-0.2% -$14K
GBT
56
DELISTED
Global Blood Therapeutics, Inc.
GBT
$8.87M 0.26%
167,600
– –
ATRC icon
57
AtriCure
ATRC
$1.76B
$8.71M 0.25%
325,000
+25,000
+8% +$759K
CMRX
58
DELISTED
Chimerix, Inc.
CMRX
$7.43M 0.22%
3,536,718
-28,232
-0.8% -$64.3K
GOSS icon
59
Gossamer Bio
GOSS
$76.2M
$5.42M 0.16%
+250,000
New +$5.21M
ONC
60
BeOne Medicines Ltd
ONC
$32.3B
$5.33M 0.16%
40,400
– –
ESTA icon
61
Establishment Labs
ESTA
$2.66B
$3.42M 0.1%
142,167
– –
ARVN icon
62
Arvinas
ARVN
$532M
$2.23M 0.07%
150,955
+14,655
+11% +$260K
AUPH icon
63
Aurinia Pharmaceuticals
AUPH
$2.06B
$2.1M 0.06%
+323,265
New +$2.14M
JNCE
64
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$1.58M 0.05%
254,590
-1,883
-0.7% -$9.1K
AVDR
65
DELISTED
Avedro, Inc Common Stock
AVDR
$1.53M 0.04%
+125,000
New +$1.56M
OVID icon
66
Ovid Therapeutics
OVID
$470M
$1.3M 0.04%
737,550
– –
ELGX
67
DELISTED
Endologix Inc
ELGX
$521K 0.02%
78,756
-1,292
-2% -$8.51K
GWPH
68
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
$475K 0.01%
2,820
– –
MYOK
69
DELISTED
MyoKardia, Inc. Common Stock
MYOK
$325K 0.01%
6,252
-1,678
-21% -$77.3K
VCEL icon
70
Vericel Corp
VCEL
$2.39B
$293K 0.01%
16,720
– –
FLXN
71
DELISTED
Flexion Therapeutics, Inc.
FLXN
$270K 0.01%
21,630
+8,370
+63% +$112K
CI icon
72
Cigna
CI
$79.2B
$265K 0.01%
1,648
-273,962
-99% -$50M
LHCG
73
DELISTED
LHC Group LLC
LHCG
$240K 0.01%
2,166
-2,034
-48% -$217K
SAGE
74
DELISTED
Sage Therapeutics
SAGE
$231K 0.01%
1,450
-1,500
-51% -$217K
NVRO
75
DELISTED
NEVRO CORP.
NVRO
$213K 0.01%
+3,400
New +$160K
1 2
3
4

Similar funds

ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
GAI
General American Investors New York $1.51B AUM 37.94% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
BFO
Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return