HoldingsChannel.com
Redmile Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
FATE THERAPEUTICS INC 11,216,809 UNCH $249,125
     FATE11,216,809UNCH$249,125
AMICUS THERAPEUTICS INC 25,181,500 -28,464 $232,677
     FOLD25,181,500-28,464$232,677
DECIPHERA PHARMACEUTICALS IN 5,116,263 +406,765 $210,637
     DCPH5,116,263+406,765$210,637
BIOGEN INC 589,300 +131,800 $186,443
     BIIB589,300+131,800$186,443
IGM BIOSCIENCES INC 3,144,000 UNCH $176,536
     IGMS3,144,000UNCH$176,536
ARGENX SE 1,082,070 -71,162 $142,541
     ARGX1,082,070-71,162$142,541
MOMENTA PHARMACEUTICALS INC 5,175,008 +1,937,308 $140,760
     MNTA5,175,008+1,937,308$140,760
EPIZYME INC 8,768,475 +22,442 $135,999
     EPZM8,768,475+22,442$135,999
PRINCIPIA BIOPHARMA INC 2,261,088 -461,300 $134,263
     PRNB2,261,088-461,300$134,263
ALLAKOS INC 2,976,928 -56,598 $132,444
     ALLK2,976,928-56,598$132,444
UNIQURE NV 2,773,525 +220,200 $131,604
     QURE2,773,525+220,200$131,604
APREA THERAPEUTICS INC 2,268,718 UNCH $78,861
     APRE2,268,718UNCH$78,861
REGENXBIO INC 2,338,466 -169,920 $75,720
     RGNX2,338,466-169,920$75,720
SEATTLE GENETICS INC 655,700 +655,700 $75,655
     SGEN655,700+655,700$75,655
NEVRO CORP 706,426 -232,738 $70,628
     NVRO706,426-232,738$70,628
MERCK & CO. INC 788,500 +788,500 $60,667
     MRK788,500+788,500$60,667
BEAM THERAPEUTICS INC 3,359,258 +3,359,258 $60,467
     BEAM3,359,258+3,359,258$60,467
UNITEDHEALTH GROUP INC 241,100 +38,000 $60,126
     UNH241,100+38,000$60,126
IMMUNOGEN INC 16,733,879 +2,093,919 $57,063
     IMGN16,733,879+2,093,919$57,063
TANDEM DIABETES CARE INC 881,266 -290,966 $56,709
     TNDM881,266-290,966$56,709
1LIFE HEALTHCARE INC 3,123,384 +3,123,384 $56,689
     ONEM3,123,384+3,123,384$56,689
NOVARTIS A G 653,600 +80,500 $53,889
     NVS653,600+80,500$53,889
CIGNA CORP NEW 300,600 +153,100 $53,260
     CI300,600+153,100$53,260
STOKE THERAPEUTICS INC 2,165,938 +1,145,160 $49,600
     STOK2,165,938+1,145,160$49,600
CENTENE CORP DEL 824,090 -728,508 $48,959
     CNC824,090-728,508$48,959
TRICIDA INC 2,126,600 -2,500 $46,785
     TCDA2,126,600-2,500$46,785
NEOLEUKIN THERAPEUTICS INC 4,041,211 +2,120,380 $45,989
     NLTX4,041,211+2,120,380$45,989
KRYSTAL BIOTECH INC 1,051,800 -38,400 $45,480
     KRYS1,051,800-38,400$45,480
ATARA BIOTHERAPEUTICS INC 5,293,370 +644,800 $45,047
     ATRA5,293,370+644,800$45,047
AXONICS MODULATION TECHNOLOG 1,507,400 -24,600 $38,303
     AXNX1,507,400-24,600$38,303
PRA HEALTH SCIENCES INC 442,700 -7,100 $36,762
     PRAH442,700-7,100$36,762
SCHOLAR ROCK HLDG CORP 2,890,089 -50,800 $34,999
     SRRK2,890,089-50,800$34,999
DEXCOM INC 129,300 +129,300 $34,817
     DXCM129,300+129,300$34,817
EIDOS THERAPEUTICS INC 689,478 -11,700 $33,778
     EIDX689,478-11,700$33,778
GENMAB A S 1,549,000 +612,300 $32,823
     GMAB1,549,000+612,300$32,823
AMEDISYS INC 177,565 -3,500 $32,590
     AMED177,565-3,500$32,590
CRYOPORT INC 1,817,663 +975,300 $31,028
     CYRX1,817,663+975,300$31,028
ZYMEWORKS INC 868,600 +868,600 $30,809
     ZYME868,600+868,600$30,809
REPLIMUNE GROUP INC 2,980,493 +214,086 $29,716
     REPL2,980,493+214,086$29,716
WAVE LIFE SCIENCES LTD 2,927,352 -399,141 $27,429
     WVE2,927,352-399,141$27,429
CATALENT INC 506,300 +506,300 $26,302
     CTLT506,300+506,300$26,302
PPD INC 1,290,832 +1,290,832 $22,990
     PPD1,290,832+1,290,832$22,990
ARDELYX INC 3,904,100 -95,900 $22,195
     ARDX3,904,100-95,900$22,195
ODONATE THERAPEUTICS INC 708,038 -82,033 $19,549
     ODT708,038-82,033$19,549
ATRECA INC 1,128,806 -8,000 $18,682
     BCEL1,128,806-8,000$18,682
SHOCKWAVE MED INC 557,800 -10,100 $18,508
     SWAV557,800-10,100$18,508
TWIST BIOSCIENCE CORP 590,200 +590,200 $18,048
     TWST590,200+590,200$18,048
GRITSTONE ONCOLOGY INC 3,068,194 -48,400 $17,857
     GRTS3,068,194-48,400$17,857
HOOKIPA PHARMA INC 1,862,510 -30,011 $15,366
     HOOK1,862,510-30,011$15,366
TCR2 THERAPEUTICS INC 1,767,288 -31,900 $13,679
     TCRR1,767,288-31,900$13,679

See Full List: All Stocks Held By Redmile Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Redmile Group LLC

Size ($ in 1000's)
At 03/31/2020: $3,566,983
At 12/31/2019: $4,180,807

Redmile Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Redmile Group LLC 13F filings. Link to 13F filings: SEC filings

Redmile Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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