RG
Redmile Group Portfolio holdings
AUM
$1.03B
1-Year Est. Return
108.56%
1 Year Est. Return
+108.56%
AUM
$940M
AUM Growth
-$118M
(-11%)
Holding
57
Top Sells
| 1 | +$47.8M | |
| 2 | +$16.6M | |
| 3 | +$12.7M | |
| 4 |
Boston Scientific
BSX
|
+$11.6M |
| 5 |
Krystal Biotech
KRYS
|
+$10.2M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Masimo
MASI
$8B
| – | – |
-26,062
|
|
||
|
ALLK
52
DELISTED
Allakos
ALLK
| – | – |
-856,615
|
|
||
53
Astria Therapeutics
ATXS
$716M
| – | – |
-269,078
|
|
||
54
BioNTech
BNTX
$24.7B
| – | – |
-73,071
|
|
||
55
Cytokinetics
CYTK
$8.2B
| – | – |
-82,098
|
|
||
56
Insulet
PODD
$23.3B
| – | – |
-27,109
|
|
||
|
ORKA
57
Oruka Therapeutics
ORKA
$1.34B
| – | – |
-386,963
|
|