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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
+13.68%
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
$556M
AUM Growth
–
Cap. Flow
+$533M
Cap. Flow
% of AUM
95.85%
Top 10 Holdings %
Top 10 Hldgs %
48.48%
Holding
49
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ONXX
ONYX PHARMACEUTICALS INC
ONXX
|
+$36.3M |
| 2 |
Align Technology
ALGN
|
+$36.1M |
| 3 |
HCA Healthcare
HCA
|
+$28.4M |
| 4 |
Cardinal Health
CAH
|
+$26.7M |
| 5 |
ARRY
Array Biopharma Inc
ARRY
|
+$25.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 79.38% |
| 2 | Communication Services | 2.04% |
| 3 | Consumer Staples | 1.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Align Technology
ALGN
$12.9B
| $38.8M | 6.99% |
+1,048,559
| New | +$36.1M |
|
|
ONXX
2
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
| $34.2M | 6.15% |
+393,981
| New | +$36.3M |
|
|
CLVS
3
DELISTED
Clovis Oncology, Inc.
CLVS
| $31.8M | 5.73% |
+475,377
| New | +$21.4M |
|
|
4
Cardinal Health
CAH
$53.9B
| $27.6M | 4.96% |
+584,000
| New | +$26.7M |
|
|
5
HCA Healthcare
HCA
$83.9B
| $26.4M | 4.76% |
+733,300
| New | +$28.4M |
|
6
Puma Biotechnology
PBYI
$425M
| $24M | 4.31% |
+539,994
| New | +$19M |
|
|
CELG
7
DELISTED
Celgene Corp
CELG
| $23.5M | 4.23% |
+401,800
| New | +$24.2M |
|
|
ARIA
8
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $22.3M | 4.02% |
+1,277,109
| New | +$22.6M |
|
|
ARRY
9
DELISTED
Array Biopharma Inc
ARRY
| $21.7M | 3.9% |
+4,769,368
| New | +$25.7M |
|
|
IPXL
10
DELISTED
Impax Laboratories, Inc.
IPXL
| $19.2M | 3.45% |
+961,100
| New | +$17.1M |
|
|
NUVA
11
DELISTED
NuVasive, Inc.
NUVA
| $18.9M | 3.41% |
+763,992
| New | +$16.7M |
|
12
Insulet
PODD
$11.2B
| $18M | 3.24% |
+573,300
| New | +$16.2M |
|
|
HTWR
13
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
| $15.4M | 2.78% |
+162,325
| New | +$14.8M |
|
14
Tenet Healthcare
THC
$16.6B
| $14.6M | 2.62% |
+316,200
| New | +$14.2M |
|
15
Brookdale Senior Living
BKD
$3.46B
| $14.4M | 2.6% |
+546,500
| New | +$15.1M |
|
16
Regeneron Pharmaceuticals
REGN
$69.6B
| $13.7M | 2.47% |
+61,000
| New | +$14.2M |
|
17
Zimmer Biomet
ZBH
$17.5B
| $13.3M | 2.4% |
+183,237
| New | +$13.7M |
|
|
VHS
18
DELISTED
VANGUARD HEALTH SYS INC COM STK (DE)
VHS
| $13.3M | 2.39% |
+641,955
| New | +$9.07M |
|
19
Globus Medical
GMED
$10.6B
| $11.8M | 2.13% |
+700,700
| New | +$10.8M |
|
|
MODN
20
DELISTED
MODEL N, INC.
MODN
| $11.3M | 2.04% |
+484,600
| New | +$9.75M |
|
|
CPHD
21
DELISTED
Cepheid Inc
CPHD
| $11M | 1.97% |
+318,900
| New | +$11.7M |
|
|
CMRX
22
DELISTED
Chimerix, Inc.
CMRX
| $10.9M | 1.97% |
+450,800
| New | +$9.43M |
|
23
Cerus
CERS
$631M
| $10.7M | 1.93% |
+2,425,400
| New | +$11.7M |
|
|
AGN
24
DELISTED
Allergan Inc
AGN
| $10.7M | 1.92% |
+127,027
| New | +$13.2M |
|
25
Sonida Senior Living
SNDA
$1.9B
| $10.1M | 1.82% |
+28,187
| New | +$10.7M |
|
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