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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
+19.66%
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
$940M
AUM Growth
-$118M
Cap. Flow
-$198M
Cap. Flow %
-21.11%
Top 10 Hldgs %
62.65%
Holding
57
New
1
Increased
–
Reduced
32
Closed
9

Top Buys

1
HNGE
Hinge Health
HNGE
+$12.1M

Top Sells

1
FOLD
Amicus Therapeutics
FOLD
+$53.9M
2
SRRK icon
Scholar Rock
SRRK
+$14.7M
3
BSX icon
Boston Scientific
BSX
+$10.9M
4
KRYS icon
Krystal Biotech
KRYS
+$10.9M
5
COGT icon
Cogent Biosciences
COGT
+$9.8M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNTX icon
51
BioNTech
BNTX
$23.1B
– –
-73,071
Closed -$6.65M
CYTK icon
52
Cytokinetics
CYTK
$11.2B
– –
-82,098
Closed -$3.3M
IMVT icon
53
Immunovant
IMVT
$8.1B
– –
-490,394
Closed -$8.38M
IRTC icon
54
iRhythm Holdings
IRTC
$3.75B
– –
-56,844
Closed -$5.95M
MASI
55
DELISTED
Masimo
MASI
– –
-26,062
Closed -$4.34M
PODD icon
56
Insulet
PODD
$11.2B
– –
-27,109
Closed -$7.12M
ORKA
57
Oruka Therapeutics
ORKA
$5.23B
– –
-386,963
Closed -$3.97M
1 2
3

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