Redmile Group

Redmile Group as of March 31, 2024

Portfolio Holdings for Redmile Group

Redmile Group holds 77 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Krystal Biotech (KRYS) 9.8 $268M 1.5M 177.93
Amicus Therapeutics (FOLD) 5.7 $156M 13M 11.78
Immunome (IMNM) 4.4 $121M 4.9M 24.68
Scholar Rock Hldg Corp (SRRK) 4.2 $114M 6.4M 17.76
Fate Therapeutics (FATE) 3.5 $97M 13M 7.34
Regenxbio Inc equity us cm (RGNX) 3.5 $96M 4.6M 21.07
Deciphera Pharmaceuticals 3.1 $83M 5.3M 15.73
Kymera Therapeutics (KYMR) 2.6 $70M 1.7M 40.20
Adc Therapeutics Sa SHS (ADCT) 2.5 $69M 15M 4.49
Stoke Therapeutics (STOK) 2.5 $69M 5.1M 13.50
Augmedix (AUGX) 2.5 $67M 16M 4.09
Nurix Therapeutics (NRIX) 2.4 $66M 4.5M 14.70
Biohaven (BHVN) 2.3 $64M 1.2M 54.69
Beam Therapeutics (BEAM) 2.3 $62M 1.9M 33.04
Zymeworks Del (ZYME) 2.1 $59M 5.6M 10.52
Livanova SHS (LIVN) 2.1 $58M 1.0M 55.94
Shattuck Labs (STTK) 1.8 $50M 5.6M 8.94
Alx Oncology Hldgs (ALXO) 1.8 $48M 4.3M 11.15
Neurogene (NGNE) 1.7 $48M 935k 50.90
Akero Therapeutics (AKRO) 1.7 $47M 1.9M 25.26
Absci Corp (ABSI) 1.7 $47M 8.3M 5.68
Pliant Therapeutics (PLRX) 1.7 $46M 3.1M 14.90
Silence Therapeutics Ads (SLN) 1.6 $44M 2.0M 21.60
Ideaya Biosciences (IDYA) 1.5 $41M 923k 43.88
4d Molecular Therapeutics In (FDMT) 1.5 $40M 1.3M 31.86
Annexon (ANNX) 1.4 $40M 5.5M 7.17
Boston Scientific Corporation (BSX) 1.4 $38M 561k 68.49
Celldex Therapeutics Com New (CLDX) 1.4 $38M 897k 41.97
Keros Therapeutics (KROS) 1.3 $37M 553k 66.20
Catalent 1.3 $36M 633k 56.45
Immunovant (IMVT) 1.1 $31M 970k 32.31
Replimune Group (REPL) 1.1 $31M 3.7M 8.17
Abbott Laboratories (ABT) 1.1 $30M 262k 113.66
Igm Biosciences (IGMS) 1.1 $30M 3.1M 9.65
Align Technology (ALGN) 1.1 $29M 87k 327.92
Cogent Biosciences (COGT) 1.0 $27M 4.0M 6.72
89bio (ETNB) 1.0 $26M 2.3M 11.64
Cigna Corp (CI) 0.9 $24M 65k 363.19
Evolent Health Cl A (EVH) 0.8 $22M 679k 32.79
Verve Therapeutics (VERV) 0.8 $21M 1.6M 13.28
Entrada Therapeutics (TRDA) 0.7 $18M 1.3M 14.17
Hca Holdings (HCA) 0.6 $18M 53k 333.53
Anthem (ELV) 0.6 $16M 31k 518.54
Ardelyx (ARDX) 0.6 $16M 2.2M 7.30
Boundless Bio (BOLD) 0.6 $16M 1.1M 14.25
Stryker Corporation (SYK) 0.6 $16M 43k 357.87
Gritstone Oncology Ord (GRTSQ) 0.5 $15M 5.8M 2.57
Prime Medicine (PRME) 0.5 $15M 2.1M 7.00
Icon SHS (ICLR) 0.5 $12M 37k 335.95
Progyny (PGNY) 0.4 $12M 321k 38.15
Ventyx Biosciences (VTYX) 0.4 $12M 2.2M 5.50
Intuitive Surgical Com New (ISRG) 0.4 $12M 30k 399.09
Cytokinetics Com New (CYTK) 0.4 $11M 162k 70.11
Quest Diagnostics Incorporated (DGX) 0.4 $11M 84k 133.11
McKesson Corporation (MCK) 0.4 $11M 21k 536.85
Nuvation Bio Com Cl A (NUVB) 0.4 $11M 3.0M 3.64
Elanco Animal Health (ELAN) 0.4 $11M 676k 16.28
Blueprint Medicines (BPMC) 0.4 $11M 113k 94.86
Penumbra (PEN) 0.4 $10M 45k 223.18
Repare Therapeutics Ord (RPTX) 0.3 $9.5M 2.0M 4.71
Apellis Pharmaceuticals (APLS) 0.3 $9.1M 155k 58.78
Stereotaxis Com New (STXS) 0.3 $8.6M 3.3M 2.61
Cabaletta Bio (CABA) 0.3 $7.6M 443k 17.06
Lava Therapeutics Nv SHS (LVTX) 0.3 $6.9M 2.1M 3.33
Atara Biotherapeutics 0.2 $6.4M 9.3M 0.69
Adagio Therapeutics (IVVD) 0.2 $6.4M 1.4M 4.44
Rapt Therapeutics 0.2 $5.9M 662k 8.98
Ac Immune Sa SHS (ACIU) 0.2 $5.9M 2.0M 2.96
Establishment Labs Holdings Ord (ESTA) 0.2 $5.8M 114k 50.90
Allakos 0.2 $4.3M 3.5M 1.26
Xeris Pharmaceuticals (XERS) 0.1 $2.3M 1.0M 2.21
Achilles Therapeutics Sponsored Ads (ACHL) 0.1 $2.0M 1.6M 1.25
Allovir (ALVR) 0.1 $1.4M 1.9M 0.75
Adaptimmune Therapeutics Sponds Adr (ADAP) 0.0 $1.1M 716k 1.58
D Fluidigm Corp Del (LAB) 0.0 $1.1M 412k 2.71
Hookipa Pharma Inc equity 0.0 $757k 1.1M 0.71
Alpha Teknova (TKNO) 0.0 $434k 172k 2.53