Redmile Group

Redmile Group as of March 31, 2023

Portfolio Holdings for Redmile Group

Redmile Group holds 76 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amicus Therapeutics (FOLD) 8.8 $204M 18M 11.09
Krystal Biotech (KRYS) 6.6 $153M 1.9M 80.06
Iveric Bio 4.4 $102M 4.2M 24.33
Deciphera Pharmaceuticals 3.7 $86M 5.6M 15.45
Akero Therapeutics (AKRO) 3.4 $78M 2.0M 38.26
Pliant Therapeutics (PLRX) 3.4 $78M 2.9M 26.60
Fate Therapeutics (FATE) 3.2 $74M 13M 5.70
Kymera Therapeutics (KYMR) 3.1 $71M 2.4M 29.63
Celldex Therapeutics Com New (CLDX) 2.9 $68M 1.9M 35.98
Replimune Group (REPL) 2.9 $67M 3.8M 17.66
Zymeworks Del (ZYME) 2.4 $55M 6.1M 9.04
Penumbra (PEN) 2.3 $52M 188k 278.69
Livanova SHS (LIVN) 2.2 $52M 1.2M 43.58
Beam Therapeutics (BEAM) 2.1 $49M 1.6M 30.62
Jazz Pharmaceuticals Shs Usd (JAZZ) 2.1 $49M 335k 146.33
Argenx Se Sponsored Adr (ARGX) 2.1 $49M 131k 372.58
Xenon Pharmaceuticals (XENE) 2.1 $48M 1.3M 35.79
Igm Biosciences (IGMS) 2.0 $46M 3.3M 13.74
Oak Street Health 1.8 $41M 1.1M 38.68
Catalent 1.7 $40M 610k 65.71
Dex (DXCM) 1.7 $39M 336k 116.18
Stryker Corporation (SYK) 1.7 $39M 137k 285.47
Stoke Therapeutics (STOK) 1.5 $35M 4.1M 8.33
BioMarin Pharmaceutical (BMRN) 1.4 $33M 335k 97.24
Sarepta Therapeutics (SRPT) 1.4 $32M 232k 137.83
Bristol Myers Squibb (BMY) 1.4 $31M 449k 69.31
Regenxbio Inc equity us cm (RGNX) 1.3 $31M 1.6M 18.91
ImmunoGen 1.3 $31M 8.0M 3.84
Anthem (ELV) 1.3 $31M 66k 459.81
Ventyx Biosciences (VTYX) 1.2 $27M 816k 33.50
Entrada Therapeutics (TRDA) 1.2 $27M 1.8M 14.50
Adc Therapeutics Sa SHS (ADCT) 1.1 $27M 14M 1.95
Humana (HUM) 1.1 $25M 52k 485.46
Augmedix (AUGX) 1.1 $25M 14M 1.74
Scholar Rock Hldg Corp (SRRK) 1.1 $25M 3.1M 8.00
Repare Therapeutics Ord (RPTX) 1.1 $25M 2.5M 9.84
Prime Medicine (PRME) 1.1 $25M 2.0M 12.30
Nurix Therapeutics (NRIX) 1.1 $24M 2.7M 8.88
Stevanato Group S P A Ord Shs (STVN) 1.0 $23M 902k 25.90
Charles River Laboratories (CRL) 1.0 $23M 115k 201.82
Immunovant (IMVT) 0.9 $20M 1.3M 15.51
Gritstone Oncology Ord (GRTSQ) 0.8 $19M 6.9M 2.78
Centene Corporation (CNC) 0.8 $18M 277k 63.21
Shattuck Labs (STTK) 0.7 $17M 5.6M 2.94
Atara Biotherapeutics 0.7 $16M 5.6M 2.90
Verve Therapeutics (VERV) 0.7 $16M 1.1M 14.42
Iqvia Holdings (IQV) 0.6 $14M 72k 198.89
Absci Corp (ABSI) 0.6 $14M 8.0M 1.75
89bio (ETNB) 0.6 $14M 900k 15.23
Annexon (ANNX) 0.6 $14M 3.5M 3.85
Rapt Therapeutics 0.5 $13M 688k 18.35
Allakos 0.4 $10M 2.3M 4.45
Medavail Holdings Ord 0.4 $9.9M 35M 0.29
Boston Scientific Corporation (BSX) 0.4 $8.6M 172k 50.03
Illumina (ILMN) 0.3 $7.8M 34k 232.55
Allovir (ALVR) 0.3 $7.5M 1.9M 3.94
Science 37 Holdings 0.2 $5.6M 20M 0.28
Grifols S A Sp Adr Rep B Nvt (GRFS) 0.2 $5.3M 721k 7.37
Nuvation Bio Com Cl A (NUVB) 0.2 $5.0M 3.0M 1.66
Somalogic Class A Com 0.2 $4.8M 1.9M 2.55
Lava Therapeutics Nv SHS (LVTX) 0.1 $3.4M 2.1M 1.66
Invitae (NVTAQ) 0.1 $3.1M 2.3M 1.35
Stereotaxis Com New (STXS) 0.1 $3.0M 1.5M 2.04
Alx Oncology Hldgs (ALXO) 0.1 $2.7M 587k 4.52
Cabaletta Bio (CABA) 0.1 $2.3M 274k 8.27
Hookipa Pharma Inc equity 0.1 $1.9M 2.6M 0.74
Adagio Therapeutics (IVVD) 0.1 $1.7M 1.4M 1.20
Xeris Pharmaceuticals (XERS) 0.1 $1.7M 1.0M 1.63
Achilles Therapeutics Sponsored Ads (ACHL) 0.1 $1.5M 1.6M 0.96
Neoleukin Therapeutics 0.1 $1.3M 1.8M 0.70
Alpha Teknova (TKNO) 0.0 $1.1M 373k 2.96
Sonendo (SONX) 0.0 $996k 498k 2.00
Tcr2 Therapeutics Inc cs 0.0 $988k 658k 1.50
Cytosorbents Corp Com New (CTSO) 0.0 $612k 182k 3.37
Atreca Cl A Com (BCEL) 0.0 $505k 443k 1.14
Oncology Institu (TOI) 0.0 $216k 318k 0.68