Redmile Group

Redmile Group as of March 31, 2022

Portfolio Holdings for Redmile Group

Redmile Group holds 70 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fate Therapeutics (FATE) 15.7 $502M 13M 38.77
Amicus Therapeutics (FOLD) 6.6 $212M 22M 9.47
Argenx Se Sponsored Adr (ARGX) 5.1 $163M 516k 315.31
Livanova SHS (LIVN) 5.0 $161M 2.0M 81.83
Krystal Biotech (KRYS) 3.8 $121M 1.8M 66.54
Kymera Therapeutics (KYMR) 3.5 $111M 2.6M 42.32
Adc Therapeutics Sa SHS (ADCT) 3.4 $109M 7.4M 14.69
Science 37 Holdings 3.3 $106M 20M 5.35
Beam Therapeutics (BEAM) 3.3 $105M 1.8M 57.30
The Beauty Health Company Com Cl A (SKIN) 2.8 $90M 5.3M 16.88
Igm Biosciences (IGMS) 2.8 $89M 3.3M 26.73
Celldex Therapeutics Com New (CLDX) 2.2 $70M 2.0M 34.06
Absci Corp (ABSI) 2.1 $68M 8.0M 8.43
Regenxbio Inc equity us cm (RGNX) 2.0 $66M 2.0M 33.19
Seagen 2.0 $64M 441k 144.05
Replimune Group (REPL) 2.0 $63M 3.7M 16.98
Atara Biotherapeutics 1.8 $58M 6.2M 9.29
Centene Corporation (CNC) 1.7 $55M 649k 84.19
ImmunoGen 1.4 $44M 9.2M 4.76
Stoke Therapeutics (STOK) 1.3 $43M 2.0M 21.05
Nurix Therapeutics (NRIX) 1.3 $42M 3.0M 14.01
Augmedix (AUGX) 1.3 $42M 14M 2.94
Verve Therapeutics (VERV) 1.3 $42M 1.8M 22.82
Anthem (ELV) 1.3 $41M 83k 491.22
Repare Therapeutics Ord (RPTX) 1.2 $39M 2.7M 14.24
1life Healthcare 1.2 $38M 3.4M 11.08
Oak Street Health 1.0 $32M 1.2M 26.88
Tandem Diabetes Care Com New (TNDM) 1.0 $32M 271k 116.29
Somalogic Class A Com 1.0 $31M 3.9M 8.02
Scholar Rock Hldg Corp (SRRK) 1.0 $31M 2.4M 12.89
Invitae (NVTAQ) 0.9 $30M 3.8M 7.97
Nevro (NVRO) 0.9 $30M 411k 72.33
Gritstone Oncology Ord (GRTSQ) 0.9 $28M 6.9M 4.12
UnitedHealth (UNH) 0.9 $27M 53k 509.96
Prothena Corp SHS (PRTA) 0.8 $27M 736k 36.57
Iveric Bio 0.8 $25M 1.5M 16.83
Shattuck Labs (STTK) 0.7 $24M 5.6M 4.26
Stevanato Group S P A Ord Shs (STVN) 0.7 $23M 1.2M 20.12
Akero Therapeutics (AKRO) 0.7 $23M 1.6M 14.19
Pliant Therapeutics (PLRX) 0.7 $22M 3.1M 7.01
ICU Medical, Incorporated (ICUI) 0.7 $22M 97k 222.64
Entrada Therapeutics (TRDA) 0.6 $18M 2.0M 9.39
Bioventus Com Cl A (BVS) 0.6 $18M 1.3M 14.10
Nuvation Bio Com Cl A (NUVB) 0.6 $18M 3.5M 5.26
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.6 $18M 115k 155.67
Oncology Institu (TOI) 0.5 $17M 2.4M 7.13
Rapt Therapeutics 0.5 $17M 749k 21.99
Allakos 0.5 $15M 2.6M 5.70
Zymeworks 0.4 $14M 2.1M 6.55
Alx Oncology Hldgs (ALXO) 0.4 $13M 772k 16.90
Lava Therapeutics Nv SHS (LVTX) 0.4 $12M 2.8M 4.40
Medavail Holdings Ord 0.3 $11M 11M 0.97
Hookipa Pharma Inc equity 0.3 $11M 4.6M 2.28
Adagio Therapeutics (IVVD) 0.3 $8.8M 1.9M 4.56
Annexon (ANNX) 0.3 $8.7M 3.2M 2.73
Alpha Teknova (TKNO) 0.2 $7.8M 568k 13.81
Neoleukin Therapeutics 0.2 $6.5M 3.5M 1.88
Deciphera Pharmaceuticals 0.2 $6.2M 665k 9.27
Immatics SHS (IMTX) 0.2 $5.8M 725k 7.99
Allovir (ALVR) 0.2 $5.6M 823k 6.75
Stereotaxis Com New (STXS) 0.2 $5.5M 1.5M 3.73
Achilles Therapeutics Sponsored Ads (ACHL) 0.1 $4.7M 1.6M 2.94
Tcr2 Therapeutics Inc cs 0.1 $3.0M 1.1M 2.76
Xeris Pharmaceuticals (XERS) 0.1 $2.7M 1.0M 2.56
Atreca Cl A Com (BCEL) 0.1 $2.5M 800k 3.17
Sonendo (SONX) 0.1 $2.0M 498k 4.01
Ayala Pharmaceuticals Incorporated 0.1 $1.8M 450k 3.98
Cabaletta Bio (CABA) 0.0 $1.4M 696k 2.03
Cytosorbents Corp Com New (CTSO) 0.0 $850k 266k 3.19
Epizyme 0.0 $523k 455k 1.15