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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
-1.62%
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
$2.99B
AUM Growth
-$537M
Cap. Flow
-$122M
Cap. Flow %
-4.08%
Top 10 Hldgs %
48.59%
Holding
90
New
10
Increased
29
Reduced
22
Closed
15

Top Buys

1
ALXN
Alexion Pharmaceuticals
ALXN
+$131M
2
DCPH
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
+$75.7M
3
IGMS
IGM Biosciences
IGMS
+$63.5M
4
ALLK
Allakos
ALLK
+$51.3M
5
NVRO
NEVRO CORP.
NVRO
+$48.5M

Top Sells

1
ARRY
Array Biopharma Inc
ARRY
+$405M
2
EHTH icon
eHealth
EHTH
+$76.5M
3
SRPT icon
Sarepta Therapeutics
SRPT
+$62.6M
4
ELV icon
Elevance Health
ELV
+$51.8M
5
UNH icon
UnitedHealth
UNH
+$34M

Sector Composition

1 Healthcare 97.74%
2 Energy 0.01%
3 Technology 0%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EHTH icon
76
eHealth
EHTH
$48.9M
– –
-888,705
Closed -$76.5M
ELV icon
77
Elevance Health
ELV
$85.1B
– –
-183,500
Closed -$51.8M
PSNL icon
78
Personalis
PSNL
$1.61B
– –
-400,000
Closed -$10.9M
SRPT icon
79
Sarepta Therapeutics
SRPT
$1.83B
– –
-412,000
Closed -$62.6M
TDOC icon
80
Teladoc Health
TDOC
$1.76B
– –
-461,880
Closed -$30.7M
ONC
81
BeOne Medicines Ltd
ONC
$32.3B
– –
-39,900
Closed -$4.95M
MOR
82
DELISTED
MorphoSys AG American Depositary Shares
MOR
– –
-733,699
Closed -$17.7M
NVTA
83
DELISTED
Invitae Corporation
NVTA
– –
-375,375
Closed -$8.82M
JNCE
84
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
– –
-254,590
Closed -$1.26M
GBT
85
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-188,000
Closed -$9.89M
OXFD
86
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
– –
-1,796,477
Closed -$24.7M
AVDR
87
DELISTED
Avedro, Inc Common Stock
AVDR
– –
-216,200
Closed -$4.25M
ARRY
88
DELISTED
Array Biopharma Inc
ARRY
– –
-8,752,254
Closed -$405M
1 2 3
4

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