Redmile Group

Redmile Group as of Dec. 31, 2022

Portfolio Holdings for Redmile Group

Redmile Group holds 69 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amicus Therapeutics (FOLD) 10.1 $247M 20M 12.21
Krystal Biotech (KRYS) 6.1 $150M 1.9M 79.22
Akero Therapeutics (AKRO) 5.9 $144M 2.6M 54.80
Replimune Group (REPL) 5.4 $131M 4.8M 27.20
Fate Therapeutics (FATE) 5.3 $131M 13M 10.09
Iveric Bio 3.9 $96M 4.5M 21.41
Xenon Pharmaceuticals (XENE) 3.8 $93M 2.4M 39.43
Celldex Therapeutics Com New (CLDX) 3.6 $88M 2.0M 44.57
Pliant Therapeutics (PLRX) 3.1 $75M 3.9M 19.33
Beam Therapeutics (BEAM) 2.8 $69M 1.8M 39.11
Kymera Therapeutics (KYMR) 2.7 $67M 2.7M 24.96
Livanova SHS (LIVN) 2.5 $61M 1.1M 55.54
Deciphera Pharmaceuticals 2.4 $59M 3.6M 16.39
Igm Biosciences (IGMS) 2.3 $57M 3.3M 17.01
Argenx Se Sponsored Adr (ARGX) 2.3 $56M 149k 378.83
Jazz Pharmaceuticals Shs Usd (JAZZ) 2.1 $51M 319k 159.31
Penumbra (PEN) 2.0 $49M 222k 222.46
Zymeworks Del (ZYME) 2.0 $49M 6.2M 7.86
Regenxbio Inc equity us cm (RGNX) 1.8 $43M 1.9M 22.68
ImmunoGen 1.7 $42M 8.5M 4.96
Prime Medicine (PRME) 1.7 $41M 2.2M 18.58
Repare Therapeutics Ord (RPTX) 1.6 $40M 2.7M 14.71
1life Healthcare 1.6 $39M 2.3M 16.71
Nurix Therapeutics (NRIX) 1.3 $33M 3.0M 10.98
Oak Street Health 1.2 $31M 1.4M 21.51
Ventyx Biosciences (VTYX) 1.2 $29M 895k 32.79
Adc Therapeutics Sa SHS (ADCT) 1.2 $29M 7.6M 3.84
Stryker Corporation (SYK) 1.1 $26M 106k 244.49
Entrada Therapeutics (TRDA) 1.0 $25M 1.9M 13.52
Gritstone Oncology Ord (GRTSQ) 1.0 $24M 6.9M 3.45
Verve Therapeutics (VERV) 1.0 $24M 1.2M 19.35
Centene Corporation (CNC) 0.9 $23M 281k 82.01
Augmedix (AUGX) 0.9 $22M 14M 1.56
Allakos 0.9 $21M 2.5M 8.42
Atara Biotherapeutics 0.8 $21M 6.2M 3.28
Anthem (ELV) 0.8 $20M 39k 512.97
Immunovant (IMVT) 0.8 $19M 1.1M 17.75
Scholar Rock Hldg Corp (SRRK) 0.8 $19M 2.1M 9.05
Annexon (ANNX) 0.7 $18M 3.5M 5.17
Stevanato Group S P A Ord Shs (STVN) 0.7 $17M 943k 17.97
Absci Corp (ABSI) 0.7 $17M 8.0M 2.10
Rapt Therapeutics 0.6 $16M 785k 19.80
Revolution Medicines (RVMD) 0.6 $15M 625k 23.82
Shattuck Labs (STTK) 0.5 $13M 5.6M 2.30
Medavail Holdings Ord 0.4 $10M 35M 0.30
Ionis Pharmaceuticals (IONS) 0.4 $10M 266k 37.77
Lava Therapeutics Nv SHS (LVTX) 0.4 $9.9M 2.8M 3.50
Allovir (ALVR) 0.4 $9.8M 1.9M 5.13
Science 37 Holdings 0.3 $8.2M 20M 0.42
Alx Oncology Hldgs (ALXO) 0.3 $6.8M 608k 11.27
Stoke Therapeutics (STOK) 0.2 $5.9M 642k 9.23
Nuvation Bio Com Cl A (NUVB) 0.2 $5.8M 3.0M 1.92
Cabaletta Bio (CABA) 0.2 $4.3M 464k 9.25
Invitae (NVTAQ) 0.2 $4.2M 2.3M 1.86
Somalogic Class A Com 0.2 $3.8M 1.5M 2.51
Alpha Teknova (TKNO) 0.1 $3.1M 558k 5.64
Stereotaxis Com New (STXS) 0.1 $3.1M 1.5M 2.07
Grifols S A Sp Adr Rep B Nvt (GRFS) 0.1 $2.8M 326k 8.50
Oncology Institu (TOI) 0.1 $2.6M 1.6M 1.65
Hookipa Pharma Inc equity 0.1 $2.5M 3.1M 0.81
Adagio Therapeutics (IVVD) 0.1 $2.2M 1.4M 1.50
Achilles Therapeutics Sponsored Ads (ACHL) 0.1 $1.4M 1.6M 0.90
Sonendo (SONX) 0.1 $1.4M 498k 2.83
Bioventus Com Cl A (BVS) 0.1 $1.4M 536k 2.61
Xeris Pharmaceuticals (XERS) 0.1 $1.4M 1.0M 1.33
Neoleukin Therapeutics 0.0 $942k 1.9M 0.51
Tcr2 Therapeutics Inc cs 0.0 $731k 731k 1.00
Cytosorbents Corp Com New (CTSO) 0.0 $413k 266k 1.55
Atreca Cl A Com (BCEL) 0.0 $354k 443k 0.80