RG
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Redmile Group, LLC13F | |
| Redmile Group, LLC | |
| Last update 2025-05-16 | 56 Stocks (3 new) |
| Value $1.06 Bil | Turnover 5 % |
Redmile Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRRK | Scholar Rock Holding Corp | 4,398,281 | 141,404.7 | -3.33% | 13.370 | -0.46% | 4.640 | +36.70% | -14.41% | 3,512.0 | Biotechnology | |
KRYS | Krystal Biotech Inc | 737,675 | 133,002.8 | -2.06% | 12.570 | -0.17% | 2.550 | -11.45% | -4.95% | 4,303.0 | Biotechnology | |
FOLD | Amicus Therapeutics Inc | 9,533,669 | 77,794.7 | +35.14% | 7.350 | +1.91% | 3.100 | -6.82% | -31.85% | 1,976.9 | Biotechnology | |
ZYME | Zymeworks Inc | 4,788,945 | 57,036.3 | -1.06% | 5.390 | -0.05% | 6.870 | +35.70% | -7.31% | 1,015.6 | Biotechnology | |
NRIX | Nurix Therapeutics Inc | 4,051,927 | 48,136.9 | -3.36% | 4.550 | -0.18% | 5.310 | +37.29% | -30.04% | 1,004.8 | Biotechnology | |
REPL | Replimune Group Inc | 4,898,527 | 47,760.6 | -0.14% | 4.510 | -0.01% | 6.360 | +42.13% | -14.20% | 800.9 | Biotechnology | |
LIVN | LivaNova PLC | 1,014,139 | 39,835.4 | -2.82% | 3.770 | -0.09% | 1.860 | +32.05% | +1.86% | 2,572.0 | Medical Devices & Instruments | |
AKRO | Akero Therapeutics Inc | 939,277 | 38,021.9 | -23.96% | 3.590 | -0.57% | 1.180 | +36.86% | +83.79% | 4,076.0 | Biotechnology | |
IMNM | Immunome Inc | 5,361,187 | 36,080.8 | +11.04% | 3.410 | +0.34% | 6.160 | +43.16% | -16.29% | 773.5 | Biotechnology | |
RGNX | Regenxbio Inc | 4,794,780 | 34,282.7 | 0% | 3.240 | 0% | 9.560 | +55.16% | +18.63% | 462.1 | Biotechnology |
Redmile Group, LLC's Historical Top Holdings Breakdowns
Redmile Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FOLD | Amicus Therapeutics Inc | 2025-03-31 | Add Add | +1.91% | 8.16 ($9.25) 9.85 | $6.42 | -30.59% | Add 35.14% | 9,533,669 | 2,478,779 | |
PLRX | Pliant Therapeutics Inc | 2025-03-31 | Reduce Reduce | -0.77% | 1.35 ($6.07) 13.53 | $1.36 | -77.59% | Reduce -29.08% | 2,053,559 | -841,919 | |
SYK | Stryker Corp | 2025-03-31 | Sold Out Sold Out | -0.77% | 355.18 ($380.56) 399.9 | $392.05 | 3.02% | Sold Out | 0 | -30,676 | |
BSX | Boston Scientific Corp | 2025-03-31 | Reduce Reduce | -0.74% | 89.38 ($100.7) 106.18 | $102.96 | 2.24% | Reduce -38.19% | 193,283 | -119,400 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Sold Out Sold Out | -0.62% | 476.78 ($553.02) 610.45 | $528.13 | -4.50% | Sold Out | 0 | -16,943 | |
AKRO | Akero Therapeutics Inc | 2025-03-31 | Reduce Reduce | -0.57% | 21.87 ($42.39) 57.56 | $51.13 | 20.62% | Reduce -23.96% | 939,277 | -295,932 | |
IRTC | iRhythm Technologies Inc | 2025-03-31 | New Buy New Buy | +0.56% | 89.44 ($105.91) 119.44 | $132.88 | 25.47% | New holding | 56,844 | 56,844 | |
ARDX | Ardelyx Inc | 2025-03-31 | Sold Out Sold Out | -0.56% | 4.91 ($5.37) 6.42 | $4.60 | -14.34% | Sold Out | 0 | -1,576,259 | |
SLDB | Solid Biosciences Inc | 2025-03-31 | Add Add | +0.49% | 2.88 ($4.28) 6.47 | $5.52 | 28.97% | Add 228.19% | 2,019,171 | 1,403,925 | |
SRRK | Scholar Rock Holding Corp | 2025-03-31 | Reduce Reduce | -0.46% | 32.15 ($38.47) 46.73 | $36.99 | -3.85% | Reduce -3.33% | 4,398,281 | -151,600 |
Redmile Group, LLC Total Holding History ($B)
Redmile Group, LLC's Asset Allocation
Redmile Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Redmile Group, LLC's Hypothetical Growth since 2025-03-31
Redmile Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Redmile Group, LLC's Holdings Heat Map
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Redmile Group, LLC's Holdings Bubble Chart
Redmile Group, LLC News
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