HoldingsChannel.com
Redmile Group LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
FATE THERAPEUTICS INC 12,629,737 +1,412,928 $433,326
     FATE12,629,737+1,412,928$433,326
AMICUS THERAPEUTICS INC 24,944,695 -236,805 $376,166
     FOLD24,944,695-236,805$376,166
DECIPHERA PHARMACEUTICALS IN 4,978,941 -137,322 $297,342
     DCPH4,978,941-137,322$297,342
ADC THERAPEUTICS SA 5,525,870 +5,525,870 $258,666
     ADCT5,525,870+5,525,870$258,666
ARGENX SE 1,034,868 -47,202 $233,083
     ARGX1,034,868-47,202$233,083
IGM BIOSCIENCES INC 3,144,000 UNCH $229,512
     IGMS3,144,000UNCH$229,512
BIONTECH SE 3,069,164 +2,898,964 $204,836
     BNTX3,069,164+2,898,964$204,836
ALLAKOS INC 2,619,080 -357,848 $188,207
     ALLK2,619,080-357,848$188,207
PRINCIPIA BIOPHARMA INC 2,712,388 +451,300 $162,174
     PRNB2,712,388+451,300$162,174
MOMENTA PHARMACEUTICALS INC 4,705,308 -469,700 $156,546
     MNTA4,705,308-469,700$156,546
EPIZYME INC 8,485,605 -282,870 $136,279
     EPZM8,485,605-282,870$136,279
IMMUNOMEDICS INC 3,489,900 +3,489,900 $123,682
     IMMU3,489,900+3,489,900$123,682
PLIANT THERAPEUTICS INC 3,410,657 +3,410,657 $110,710
     PLRX3,410,657+3,410,657$110,710
1LIFE HEALTHCARE INC 3,010,684 -112,700 $109,348
     ONEM3,010,684-112,700$109,348
ATARA BIOTHERAPEUTICS INC 6,843,370 +1,550,000 $99,708
     ATRA6,843,370+1,550,000$99,708
BEAM THERAPEUTICS INC 3,356,958 -2,300 $93,995
     BEAM3,356,958-2,300$93,995
CIGNA CORP NEW 486,100 +185,500 $91,217
     CI486,100+185,500$91,217
APREA THERAPEUTICS INC 2,268,718 UNCH $87,981
     APRE2,268,718UNCH$87,981
REGENXBIO INC 2,236,766 -101,700 $82,380
     RGNX2,236,766-101,700$82,380
ZENTALIS PHARMACEUTICALS INC 1,661,205 +1,661,205 $79,771
     ZNTL1,661,205+1,661,205$79,771
REPLIMUNE GROUP INC 3,104,193 +123,700 $77,139
     REPL3,104,193+123,700$77,139
REPARE THERAPEUTICS INC 2,386,174 +2,386,174 $74,019
     RPTX2,386,174+2,386,174$74,019
GENMARK DIAGNOSTICS INC 4,903,400 +4,903,400 $72,129
     GNMK4,903,400+4,903,400$72,129
NEOLEUKIN THERAPEUTICS INC 4,041,211 UNCH $67,084
     NLTX4,041,211UNCH$67,084
HILL ROM HLDGS INC 585,000 +585,000 $64,221
     HRC585,000+585,000$64,221
SANOFI 1,225,500 +1,225,500 $62,562
     SNY1,225,500+1,225,500$62,562
STOKE THERAPEUTICS INC 2,502,306 +336,368 $59,630
     STOK2,502,306+336,368$59,630
NEVRO CORP 497,764 -208,662 $59,468
     NVRO497,764-208,662$59,468
KRYSTAL BIOTECH INC 1,409,745 +357,945 $58,392
     KRYS1,409,745+357,945$58,392
TRICIDA INC 2,119,000 -7,600 $58,230
     TCDA2,119,000-7,600$58,230
UNIQURE NV 1,247,135 -1,526,390 $56,196
     QURE1,247,135-1,526,390$56,196
IMMUNOGEN INC 12,006,979 -4,726,900 $55,232
     IMGN12,006,979-4,726,900$55,232
CRYOPORT INC 1,817,663 UNCH $54,984
     CYRX1,817,663UNCH$54,984
SCHOLAR ROCK HLDG CORP 2,875,889 -14,200 $52,370
     SRRK2,875,889-14,200$52,370
PPD INC 1,933,473 +642,641 $51,817
     PPD1,933,473+642,641$51,817
AMEDISYS INC 226,165 +48,600 $44,903
     AMED226,165+48,600$44,903
DYNAVAX TECHNOLOGIES CORP 5,062,100 +5,062,100 $44,901
     DVAX5,062,100+5,062,100$44,901
BIOGEN INC 162,300 -427,000 $43,423
     BIIB162,300-427,000$43,423
AXONICS MODULATION TECHNOLOG 1,192,100 -315,300 $41,855
     AXNX1,192,100-315,300$41,855
MERCK & CO. INC 524,300 -264,200 $40,544
     MRK524,300-264,200$40,544
DEXCOM INC 97,300 -32,000 $39,445
     DXCM97,300-32,000$39,445
NOVARTIS AG 439,800 -213,800 $38,412
     NVS439,800-213,800$38,412
ICU MED INC 201,400 +201,400 $37,120
     ICUI201,400+201,400$37,120
GENMAB A S 1,057,393 -491,607 $35,835
     GMAB1,057,393-491,607$35,835
BOSTON SCIENTIFIC CORP 897,355 +897,355 $31,506
     BSX897,355+897,355$31,506
UNITEDHEALTH GROUP INC 103,900 -137,200 $30,645
     UNH103,900-137,200$30,645
CATALENT INC 413,100 -93,200 $30,280
     CTLT413,100-93,200$30,280
LUMINEX CORP DEL 917,907 +917,907 $29,860
     LMNX917,907+917,907$29,860
EIDOS THERAPEUTICS INC 593,842 -95,636 $28,308
     EIDX593,842-95,636$28,308
ZYMEWORKS INC 783,500 -85,100 $28,261
     ZYME783,500-85,100$28,261

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 06/30/2020: $5,416,834
At 03/31/2020: $3,566,983

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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