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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
-16.09%
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
$1.65B
AUM Growth
-$1.07B
Cap. Flow
-$484M
Cap. Flow %
-29.24%
Top 10 Hldgs %
45.81%
Holding
77
New
–
Increased
10
Reduced
34
Closed
14

Top Buys

1
REPL icon
Replimune Group
REPL
+$12.8M
2
COGT icon
Cogent Biosciences
COGT
+$6.35M
3
ESTA icon
Establishment Labs
ESTA
+$5.01M
4
ANNX icon
Annexon
ANNX
+$4.78M
5
ISRG icon
Intuitive Surgical
ISRG
+$4.1M

Top Sells

1
DCPH
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
+$83.3M
2
KRYS icon
Krystal Biotech
KRYS
+$81.8M
3
ABT icon
Abbott
ABT
+$29.8M
4
ALGN icon
Align Technology
ALGN
+$28.6M
5
FOLD
Amicus Therapeutics
FOLD
+$27.3M

Sector Composition

1 Healthcare 99.13%
2 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGNY icon
76
Progyny
PGNY
$2.54B
– –
-320,864
Closed -$12.2M
DCPH
77
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
– –
-5,296,643
Closed -$83.3M
1 2 3
4

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