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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
+12.53%
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
$3.25B
AUM Growth
+$307M
Cap. Flow
+$95.8M
Cap. Flow %
2.95%
Top 10 Hldgs %
41.75%
Holding
101
New
19
Increased
28
Reduced
23
Closed
18

Top Buys

1
CI icon
Cigna
CI
+$68.6M
2
ALLK
Allakos
ALLK
+$59.9M
3
WMGI
Wright Medical Group Inc
WMGI
+$58.6M
4
FATE icon
Fate Therapeutics
FATE
+$43.8M
5
REPL icon
Replimune Group
REPL
+$38.4M

Top Sells

1
ALXN
Alexion Pharmaceuticals
ALXN
+$60.7M
2
WCG
Wellcare Health Plans, Inc.
WCG
+$56.5M
3
LH icon
Labcorp
LH
+$51.8M
4
INSM icon
Insmed
INSM
+$48.1M
5
CNC icon
Centene
CNC
+$39.7M

Sector Composition

1 Healthcare 93.71%
2 Financials 1.28%
3 Energy 0.69%
4 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JAZZ icon
76
Jazz Pharmaceuticals
JAZZ
$15B
$267K 0.01%
1,590
– –
FLXN
77
DELISTED
Flexion Therapeutics, Inc.
FLXN
$248K 0.01%
13,260
– –
SENS icon
78
Senseonics Holdings Inc
SENS
$269M
$214K 0.01%
2,245
-63,651
-97% -$5.21M
ACRS icon
79
Aclaris Therapeutics
ACRS
$782M
$164K 0.01%
11,320
-95,500
-89% -$1.64M
ADVM
80
DELISTED
Adverum Biotechnologies
ADVM
$135K ﹤0.01%
2,224
– –
CSLT
81
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$28K ﹤0.01%
10,229
– –
ABT icon
82
Abbott
ABT
$155B
– –
-449,300
Closed -$27.4M
ARAY icon
83
Accuray
ARAY
$32.7M
– –
-29,000
Closed -$119K
BHC icon
84
Bausch Health
BHC
$1.83B
– –
-8,930
Closed -$208K
CTMX icon
85
CytomX Therapeutics
CTMX
$801M
– –
-262,400
Closed -$6M
IMUX icon
86
Immunic
IMUX
$206M
– –
-2,738
Closed -$7.5M
INSM icon
87
Insmed
INSM
$23.8B
– –
-2,033,492
Closed -$48.1M
INSP icon
88
Inspire Medical Systems
INSP
$1.46B
– –
-200,000
Closed -$7.13M
IRTC icon
89
iRhythm Holdings
IRTC
$3.72B
– –
-401,303
Closed -$32.6M
LH icon
90
Labcorp
LH
$22.3B
– –
-335,698
Closed -$51.8M
SRPT icon
91
Sarepta Therapeutics
SRPT
$1.86B
– –
-31,100
Closed -$4.11M
TFX icon
92
Teleflex
TFX
$5.83B
– –
-79,886
Closed -$21.4M
UBX
93
DELISTED
Unity Biotechnology
UBX
– –
-25,040
Closed -$3.77M
ATYR
94
aTyr Pharma
ATYR
$52.4M
– –
-134,642
Closed -$1.72M
NVRO
95
DELISTED
NEVRO CORP.
NVRO
– –
-3,400
Closed -$271K
LUMO
96
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
– –
-179,083
Closed -$7.67M
VRAY
97
DELISTED
ViewRay, Inc.
VRAY
– –
-24,330
Closed -$168K
ALXN
98
DELISTED
Alexion Pharmaceuticals
ALXN
– –
-489,300
Closed -$60.7M
HZNP
99
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
– –
-25,800
Closed -$427K
1 2 3
4

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BFO
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