RG
| |
Redmile Group, LLC13F | |
| Redmile Group, LLC | |
| Last update 2025-02-16 | 62 Stocks (3 new) |
| Value $1.44 Bil | Turnover 4 % |
Redmile Group, LLC Top Holdings of 2024-12-31
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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 | 4,549,881 | 196,645.9 | -13.15% | 13.700 | -0.32% | 4.860 | -18.75% | -24.09% | 3,112.4 | Biotechnology | |
KRYS | Krystal Biotech Inc | 753,175 | 117,992.4 | -7.04% | 8.220 | -0.61% | 2.620 | +7.21% | +9.31% | 4,948.9 | Biotechnology | |
NRIX | Nurix Therapeutics Inc | 4,192,627 | 78,989.1 | -2.06% | 5.500 | -0.12% | 5.520 | -41.22% | -38.51% | 883.2 | Biotechnology | |
ZYME | Zymeworks Inc | 4,840,463 | 70,864.4 | -5.12% | 4.940 | -0.19% | 7.030 | -11.44% | -11.68% | 899.6 | Biotechnology | |
FOLD | Amicus Therapeutics Inc | 7,054,890 | 66,457.1 | -14.45% | 4.630 | -0.75% | 2.360 | -20.09% | -18.74% | 2,357.1 | Biotechnology | |
REPL | Replimune Group Inc | 4,905,527 | 59,405.9 | +2.60% | 4.140 | +0.10% | 6.370 | -30.51% | -19.78% | 748.2 | Biotechnology | |
IMNM | Immunome Inc | 4,828,026 | 51,273.6 | -1.26% | 3.570 | -0.05% | 5.700 | -20.13% | -17.04% | 766.6 | Biotechnology | |
STOK | Stoke Therapeutics Inc | 4,593,629 | 50,667.7 | -2.54% | 3.530 | -0.09% | 8.670 | -14.46% | -10.97% | 536.1 | Biotechnology | |
LIVN | LivaNova PLC | 1,043,539 | 48,326.3 | +19.26% | 3.370 | +0.54% | 1.920 | -25.77% | -19.93% | 2,015.4 | Medical Devices & Instruments | |
KYMR | Kymera Therapeutics Inc | 1,100,432 | 44,270.4 | -21.02% | 3.090 | -0.82% | 1.700 | -13.41% | -14.79% | 2,226.3 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AUGX | Augmedix Inc | 2024-12-31 | Sold Out | -2.27% | 2.35 ($2.35) 2.35 | $2.35 | 0% | Sold Out | 0 | -16,380,327 | |
CTLT | Catalent Inc | 2024-12-31 | Sold Out | -2.13% | 58.48 ($60.42) 63.48 | $63.48 | 5.06% | Sold Out | 0 | -595,570 | |
KYMR | Kymera Therapeutics Inc | 2024-12-31 | Reduce | -0.82% | 39.06 ($45.14) 51.84 | $34.28 | -24.06% | Reduce -21.02% | 1,100,432 | -292,824 | |
CBLL | CeriBell Inc | 2024-12-31 | New Buy | +0.79% | 25 ($27.25) 30.24 | $16.19 | -40.59% | New holding | 435,239 | 435,239 | |
FOLD | Amicus Therapeutics Inc | 2024-12-31 | Reduce | -0.75% | 9.36 ($10.39) 12.01 | $7.66 | -26.32% | Reduce -14.45% | 7,054,890 | -1,191,702 | |
RAPT | RAPT Therapeutics Inc | 2024-12-31 | Add | +0.65% | 0.81 ($1.58) 3.1 | $0.92 | -41.97% | Add 1183.43% | 6,475,317 | 5,970,785 | |
KRYS | Krystal Biotech Inc | 2024-12-31 | Reduce | -0.61% | 156.64 ($177.33) 199.61 | $171.25 | -3.43% | Reduce -7.04% | 753,175 | -57,070 | |
COGT | Cogent Biosciences Inc | 2024-12-31 | Reduce | -0.59% | 7.64 ($9.95) 12.3 | $5.18 | -47.94% | Reduce -20.73% | 3,554,836 | -929,544 | |
NGNE | Neurogene Inc | 2024-12-31 | Add | +0.57% | 15.33 ($37.17) 71.53 | $15.27 | -58.92% | Add 36.86% | 1,319,763 | 355,416 | |
LIVN | LivaNova PLC | 2024-12-31 | Add | +0.54% | 45.7 ($51.26) 53.83 | $37.08 | -27.66% | Add 19.26% | 1,043,539 | 168,500 |
Redmile Group, LLC Total Holding History ($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 2024-12-31
Redmile Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
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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