HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 IMMUNOGEN INC |
17,730,417 | +9,684,200 | $334,573 |
| IMGN | 17,730,417 | +9,684,200 | $334,573 |
| KRYSTAL BIOTECH INC |
2,566,661 | +653,381 | $301,326 |
| KRYS | 2,566,661 | +653,381 | $301,326 |
| AMICUS THERAPEUTICS INC |
19,566,961 | +1,220,100 | $245,761 |
| FOLD | 19,566,961 | +1,220,100 | $245,761 |
| REPLIMUNE GROUP INC |
4,420,533 | +608,545 | $102,645 |
| REPL | 4,420,533 | +608,545 | $102,645 |
| AKERO THERAPEUTICS INC |
1,811,672 | -232,717 | $84,587 |
| AKRO | 1,811,672 | -232,717 | $84,587 |
| AUGMEDIX INC |
15,630,327 | +1,250,000 | $75,182 |
| AUGX | 15,630,327 | +1,250,000 | $75,182 |
| DECIPHERA PHARMACEUTICALS IN |
4,878,566 | -703,539 | $68,690 |
| DCPH | 4,878,566 | -703,539 | $68,690 |
| FATE THERAPEUTICS INC |
13,124,427 | +167,205 | $62,472 |
| FATE | 13,124,427 | +167,205 | $62,472 |
| CELLDEX THERAPEUTICS INC NEW |
1,696,004 | -183,735 | $57,545 |
| CLDX | 1,696,004 | -183,735 | $57,545 |
| LIVANOVA PLC |
1,100,492 | -85,926 | $56,598 |
| LIVN | 1,100,492 | -85,926 | $56,598 |
| CATALENT INC |
1,162,166 | +551,862 | $50,392 |
| CTLT | 1,162,166 | +551,862 | $50,392 |
| ZYMEWORKS INC |
5,661,230 | -406,688 | $48,913 |
| ZYME | 5,661,230 | -406,688 | $48,913 |
| PLIANT THERAPEUTICS INC |
2,678,099 | -247,549 | $48,527 |
| PLRX | 2,678,099 | -247,549 | $48,527 |
| PENUMBRA INC |
138,970 | -49,022 | $47,814 |
| PEN | 138,970 | -49,022 | $47,814 |
| BEAM THERAPEUTICS INC |
1,485,199 | -126,895 | $47,422 |
| BEAM | 1,485,199 | -126,895 | $47,422 |
| XENON PHARMACEUTICALS INC |
1,120,476 | -205,356 | $43,138 |
| XENE | 1,120,476 | -205,356 | $43,138 |
| KYMERA THERAPEUTICS INC |
1,868,507 | -542,262 | $42,957 |
| KYMR | 1,868,507 | -542,262 | $42,957 |
| BIOMARIN PHARMACEUTICAL INC |
489,208 | +154,038 | $42,405 |
| BMRN | 489,208 | +154,038 | $42,405 |
| JAZZ PHARMACEUTICALS PLC |
341,882 | +6,723 | $42,383 |
| JAZZ | 341,882 | +6,723 | $42,383 |
| STOKE THERAPEUTICS INC |
3,955,188 | -190,208 | $42,044 |
| STOK | 3,955,188 | -190,208 | $42,044 |
| REGENXBIO INC |
2,026,576 | +385,851 | $40,511 |
| RGNX | 2,026,576 | +385,851 | $40,511 |
| DEXCOM INC |
289,161 | -46,887 | $37,160 |
| DXCM | 289,161 | -46,887 | $37,160 |
| IMMUNOVANT INC |
1,921,152 | +604,121 | $36,444 |
| IMVT | 1,921,152 | +604,121 | $36,444 |
| ELEVANCE HEALTH INC |
78,313 | +11,915 | $34,794 |
| ELV | 78,313 | +11,915 | $34,794 |
| SCHOLAR ROCK HLDG CORP |
4,403,840 | +1,279,614 | $33,205 |
| SRRK | 4,403,840 | +1,279,614 | $33,205 |
| VENTYX BIOSCIENCES INC |
940,493 | +124,719 | $30,848 |
| VTYX | 940,493 | +124,719 | $30,848 |
| ADC THERAPEUTICS SA |
14,049,935 | +484,686 | $30,207 |
| ADCT | 14,049,935 | +484,686 | $30,207 |
| NURIX THERAPEUTICS INC |
2,857,309 | +107,925 | $28,545 |
| NRIX | 2,857,309 | +107,925 | $28,545 |
| IGM BIOSCIENCES INC |
2,971,542 | -362,813 | $27,427 |
| IGMS | 2,971,542 | -362,813 | $27,427 |
| STRYKER CORPORATION |
85,899 | -50,565 | $26,207 |
| SYK | 85,899 | -50,565 | $26,207 |
| REPARE THERAPEUTICS INC |
2,428,335 | -104,715 | $25,692 |
| RPTX | 2,428,335 | -104,715 | $25,692 |
| COGENT BIOSCIENCES INC |
2,053,333 | +2,053,333 | $24,311 |
| COGT | 2,053,333 | +2,053,333 | $24,311 |
| CHARLES RIV LABS INTL INC |
114,351 | -977 | $24,042 |
| CRL | 114,351 | -977 | $24,042 |
| ZIMMER BIOMET HOLDINGS INC |
151,372 | +151,372 | $22,040 |
| ZBH | 151,372 | +151,372 | $22,040 |
| IQVIA HLDGS INC |
94,409 | +22,752 | $21,220 |
| IQV | 94,409 | +22,752 | $21,220 |
| BOSTON SCIENTIFIC CORP |
391,178 | +219,398 | $21,159 |
| BSX | 391,178 | +219,398 | $21,159 |
| HUMANA INC |
46,310 | -5,769 | $20,707 |
| HUM | 46,310 | -5,769 | $20,707 |
| VERVE THERAPEUTICS INC |
1,061,960 | -58,719 | $19,912 |
| VERV | 1,061,960 | -58,719 | $19,912 |
| ENTRADA THERAPEUTICS INC |
1,311,572 | -520,036 | $19,857 |
| TRDA | 1,311,572 | -520,036 | $19,857 |
| PRIME MEDICINE INC |
1,324,350 | -668,493 | $19,402 |
| PRME | 1,324,350 | -668,493 | $19,402 |
| CABALETTA BIO INC |
1,370,299 | +1,096,047 | $17,691 |
| CABA | 1,370,299 | +1,096,047 | $17,691 |
| SHATTUCK LABS INC |
5,619,914 | UNCH | $17,534 |
| STTK | 5,619,914 | UNCH | $17,534 |
| 89BIO INC |
761,955 | -138,045 | $14,439 |
| ETNB | 761,955 | -138,045 | $14,439 |
| GRITSTONE BIO INC |
6,860,226 | -66,700 | $13,377 |
| GRTS | 6,860,226 | -66,700 | $13,377 |
| ANNEXON INC |
3,503,190 | UNCH | $12,331 |
| ANNX | 3,503,190 | UNCH | $12,331 |
| ABSCI CORPORATION |
8,031,094 | UNCH | $12,207 |
| ABSI | 8,031,094 | UNCH | $12,207 |
| ALLAKOS INC |
2,283,594 | -2,583 | $9,956 |
| ALLK | 2,283,594 | -2,583 | $9,956 |
| STEREOTAXIS INC |
6,373,898 | +4,886,403 | $9,752 |
| STXS | 6,373,898 | +4,886,403 | $9,752 |
| ATARA BIOTHERAPEUTICS INC |
6,048,123 | +436,067 | $9,737 |
| ATRA | 6,048,123 | +436,067 | $9,737 |
| ALX ONCOLOGY HLDGS INC |
1,283,289 | +696,312 | $9,638 |
| ALXO | 1,283,289 | +696,312 | $9,638 |
See Full List: All Stocks Held By Redmile Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Redmile Group LLC
|
Size ($ in 1000's)
At 06/30/2023: $2,605,470 At 03/31/2023: $2,304,691 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 |
