RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+17.63%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$1.7B
AUM Growth
+$1.7B
(+2.6%)
Cap. Flow
-$115M
Cap. Flow
% of AUM
-6.77%
Top 10 Holdings %
Top 10 Hldgs %
43.98%
Holding
67
New
4
Increased
4
Reduced
33
Closed
4
Top Buys
| 1 |
BioNTech
BNTX
|
$18.3M |
| 2 |
ORKA
Oruka Therapeutics, Inc. Common Stock
ORKA
|
$10.1M |
| 3 |
Astria Therapeutics
ATXS
|
$3.42M |
| 4 |
Regenxbio
RGNX
|
$3.39M |
| 5 |
Penumbra
PEN
|
$2.69M |
Top Sells
| 1 |
Krystal Biotech
KRYS
|
$38.4M |
| 2 |
Amicus Therapeutics
FOLD
|
$25.1M |
| 3 |
BPMC
Blueprint Medicines
BPMC
|
$10.2M |
| 4 |
Kymera Therapeutics
KYMR
|
$8.8M |
| 5 |
Replimune Group
REPL
|
$8.56M |
Sector Composition
| 1 | Healthcare | 97.73% |
| 2 | Industrials | 2.27% |
