HoldingsChannel.com
Redmile Group LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ARRAY BIOPHARMA INC      $455,647
     ARRY8,752,254-2,218,264$405,492
     NOTE 216,500,000-2,500,000$50,155
AMICUS THERAPEUTICS INC 22,792,634 +3,176,572 $284,452
     FOLD22,792,634+3,176,572$284,452
FATE THERAPEUTICS INC 10,359,666 UNCH $210,301
     FATE10,359,666UNCH$210,301
ARGENX SE 1,068,832 +49,771 $151,325
     ARGX1,068,832+49,771$151,325
UNIQURE NV 1,669,525 +362,003 $130,473
     QURE1,669,525+362,003$130,473
ALDER BIOPHARMACEUTICALS INC      $120,239
     ALDR8,244,896UNCH$97,042
     NOTE 225,000,000UNCH$23,197
AUDENTES THERAPEUTICS INC 2,972,167 +236,900 $112,526
     BOLD2,972,167+236,900$112,526
EPIZYME INC 8,729,142 +1,035,122 $109,551
     EPZM8,729,142+1,035,122$109,551
ALLAKOS INC 2,300,301 +465,891 $99,672
     ALLK2,300,301+465,891$99,672
ATARA BIOTHERAPEUTICS INC 4,600,917 +115,500 $92,524
     ATRA4,600,917+115,500$92,524
TRICIDA INC 1,945,200 +1,454,900 $76,758
     TCDA1,945,200+1,454,900$76,758
EHEALTH INC 888,705 -333,700 $76,518
     EHTH888,705-333,700$76,518
BRISTOL MYERS SQUIBB CO 1,669,400 +69,700 $75,707
     BMY1,669,400+69,700$75,707
TANDEM DIABETES CARE INC 1,166,032 +310,100 $75,232
     TNDM1,166,032+310,100$75,232
REGENXBIO INC 1,391,376 -28,966 $71,475
     RGNX1,391,376-28,966$71,475
WAVE LIFE SCIENCES LTD 2,719,707 -111,800 $70,957
     WVE2,719,707-111,800$70,957
WRIGHT MED GROUP N V 2,372,157 -501,943 $70,738
     WMGI2,372,157-501,943$70,738
XENCOR INC 1,612,798 -1,423,805 $66,012
     XNCR1,612,798-1,423,805$66,012
SAREPTA THERAPEUTICS INC 412,000 +412,000 $62,603
     SRPT412,000+412,000$62,603
ANTHEM INC 183,500 +6,800 $51,786
     ANTM183,500+6,800$51,786
CELGENE CORP 557,000 +21,300 $51,489
     CELG557,000+21,300$51,489
CLOVIS ONCOLOGY INC 3,462,300 -1,101,629 $51,484
     CLVS3,462,300-1,101,629$51,484
DECIPHERA PHARMACEUTICALS IN 2,223,376 +594,723 $50,137
     DCPH2,223,376+594,723$50,137
SCHOLAR ROCK HLDG CORP 2,920,389 +869,300 $46,317
     SRRK2,920,389+869,300$46,317
KRYSTAL BIOTECH INC 1,080,300 +755,800 $43,504
     KRYS1,080,300+755,800$43,504
CENTENE CORP DEL 690,870 +690,870 $36,229
     CNC690,870+690,870$36,229
GRITSTONE ONCOLOGY INC 3,215,994 +862,259 $35,826
     GRTS3,215,994+862,259$35,826
UNITEDHEALTH GROUP INC 141,901 +9,011 $34,625
     UNH141,901+9,011$34,625
ANAPTYSBIO INC 609,658 +112,740 $34,397
     ANAB609,658+112,740$34,397
XERIS PHARMACEUTICALS INC 3,000,641 UNCH $34,327
     XERS3,000,641UNCH$34,327
SYROS PHARMACEUTICALS INC 3,620,376 +1,975,176 $33,525
     SYRS3,620,376+1,975,176$33,525
AXONICS MODULATION TECH INC 813,500 +214,900 $33,329
     AXNX813,500+214,900$33,329
REPLIMUNE GROUP INC 2,197,003 -15,453 $32,208
     REPL2,197,003-15,453$32,208
TELADOC HEALTH INC 461,880 +21,980 $30,673
     TDOC461,880+21,980$30,673
LIVANOVA PLC 423,987 -158,700 $30,510
     LIVN423,987-158,700$30,510
IMMUNOGEN INC 13,954,794 +891,027 $30,282
     IMGN13,954,794+891,027$30,282
STOKE THERAPEUTICS INC 1,021,808 +1,021,808 $29,806
     STOK1,021,808+1,021,808$29,806
EIDOS THERAPEUTICS INC 878,403 +26,503 $27,301
     EIDX878,403+26,503$27,301
ODONATE THERAPEUTICS INC 740,671 +263,207 $27,175
     ODT740,671+263,207$27,175
DEXCOM INC 172,100 +172,100 $25,787
     DXCM172,100+172,100$25,787
TCR2 THERAPEUTICS INC 1,799,216 -8,040 $25,747
     TCRR1,799,216-8,040$25,747
OXFORD IMMUNOTEC GLOBAL PLC 1,796,477 -204,990 $24,720
     OXFD1,796,477-204,990$24,720
JAZZ PHARMACEUTICALS PLC 168,387 -101,093 $24,005
     JAZZ168,387-101,093$24,005
GLYCOMIMETICS INC 2,008,447 -9,800 $23,941
     GLYC2,008,447-9,800$23,941
CYMABAY THERAPEUTICS INC 3,138,365 +194,600 $22,471
     CBAY3,138,365+194,600$22,471
AKERO THERAPEUTICS INC 1,168,802 +1,168,802 $22,383
     AKRO1,168,802+1,168,802$22,383
VAPOTHERM INC 959,539 -51,777 $22,069
     VAPO959,539-51,777$22,069
ATRECA INC 1,140,306 +1,140,306 $21,483
     BCEL1,140,306+1,140,306$21,483
ADAPTIVE BIOTECHNOLOGIES COR 425,000 +425,000 $20,528
     ADPT425,000+425,000$20,528
MORPHOSYS AG 733,699 -160,101 $17,711
     MOR733,699-160,101$17,711

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 06/30/2019: $3,533,912
At 03/31/2019: $3,417,745

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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