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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
(-11%)
Cap. Flow
-$198M
Cap. Flow
% of AUM
-21.11%
Top 10 Holdings %
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 |
Scholar Rock
SRRK
|
+$14.7M |
| 3 |
Boston Scientific
BSX
|
+$10.9M |
| 4 |
Krystal Biotech
KRYS
|
+$10.9M |
| 5 |
Cogent Biosciences
COGT
|
+$9.8M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Scholar Rock
SRRK
$6.47B
| $139M | 14.81% |
3,929,039
-469,242
| -11% | -$14.7M |
|
|
2
Krystal Biotech
KRYS
$10.2B
| $91.2M | 9.71% |
663,471
-74,204
| -10% | -$10.9M |
|
3
Zymeworks
ZYME
$1.81B
| $52.1M | 5.54% |
4,150,627
-638,318
| -13% | -$7.6M |
|
4
Stoke Therapeutics
STOK
$1.83B
| $49.7M | 5.29% |
4,375,931
-110,050
| -2% | -$1.04M |
|
5
Immunome
IMNM
$2.53B
| $45.3M | 4.82% |
4,872,225
-488,962
| -9% | -$4.01M |
|
6
Replimune Group
REPL
$825M
| $43.3M | 4.61% |
4,664,791
-233,736
| -5% | -$2.04M |
|
7
Nurix Therapeutics
NRIX
$2.45B
| $42.5M | 4.53% |
3,732,888
-319,039
| -8% | -$3.45M |
|
8
LivaNova
LIVN
$4.41B
| $42.1M | 4.48% |
934,271
-79,868
| -8% | -$3.3M |
|
9
ADC Therapeutics
ADCT
$158M
| $42M | 4.47% |
15,666,731
| – | – |
|
|
AKRO
10
DELISTED
Akero Therapeutics
AKRO
| $41.3M | 4.4% |
774,311
-164,966
| -18% | -$7.5M |
|
11
Regenxbio
RGNX
$622M
| $39.2M | 4.17% |
4,775,717
-19,063
| -0.4% | -$160K |
|
12
Kymera Therapeutics
KYMR
$9.29B
| $35.1M | 3.73% |
803,289
-180,124
| -18% | -$6.2M |
|
13
Beam Therapeutics
BEAM
$3.13B
| $24.2M | 2.58% |
1,423,411
-186,918
| -12% | -$3.26M |
|
14
Absci
ABSI
$1.66B
| $21.2M | 2.26% |
8,253,316
| – | – |
|
15
Neurogene
NGNE
$781M
| $19.1M | 2.03% |
1,276,676
-31,387
| -2% | -$493K |
|
|
HNGE
16
Hinge Health
HNGE
$6.79B
| $15.5M | 1.65% |
+300,000
| New | +$12.1M |
|
|
ETNB
17
DELISTED
89bio
ETNB
| $15.2M | 1.62% |
1,545,208
-341,236
| -18% | -$2.83M |
|
18
Annexon
ANNX
$932M
| $15.1M | 1.61% |
6,300,644
| – | – |
|
19
Fate Therapeutics
FATE
$336M
| $14.4M | 1.53% |
12,872,946
| – | – |
|
|
SLN
20
Silence Therapeutics
SLN
$483M
| $12.6M | 1.34% |
2,164,777
-50,170
| -2% | -$215K |
|
|
21
Cogent Biosciences
COGT
$6.67B
| $10.4M | 1.11% |
1,448,040
-1,767,986
| -55% | -$9.8M |
|
22
Biohaven
BHVN
$2.22B
| $10.3M | 1.1% |
729,515
-137,939
| -16% | -$2.46M |
|
23
Solid Biosciences
SLDB
$931M
| $9.33M | 0.99% |
1,915,926
-103,245
| -5% | -$365K |
|
|
24
Boston Scientific
BSX
$64.5B
| $9.16M | 0.98% |
85,301
-107,982
| -56% | -$10.9M |
|
25
IDEAYA Biosciences
IDYA
$3.54B
| $9.09M | 0.97% |
432,494
-102,106
| -19% | -$1.96M |
|
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