Redmile Group, LLC

13F Portfolio Filings

Latest 13F report
Q1 2024 - May 15, 2024
Value $
$2.72 B
Signature - Title
Jennifer Ciresi - General Counsel and Chief Compliance Officer
Location
One Letterman Drive, Building D, Suite D3 300, San Francisco, California
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 77 $2.72 B +$468 M -$882 M -$414 M KRYS, FOLD, IMNM, SRRK, FATE 13F-HR 5/15/2024, 04:50 PM
Q4 2023 70 $2.8 B +$465 M -$319 M +$145 M IMGN, KRYS, FOLD, SRRK, RYZB 13F-HR 2/14/2024, 04:16 PM
Q3 2023 68 $2.1 B +$137 M -$372 M -$235 M IMGN, KRYS, FOLD, AKRO, AUGX 13F-HR 11/14/2023, 04:15 PM
Q2 2023 72 $2.61 B +$487 M -$443 M +$43.5 M IMGN, KRYS, FOLD, REPL, AKRO 13F-HR 8/14/2023, 04:15 PM
Q1 2023 76 $2.3 B +$383 M -$273 M +$111 M FOLD, KRYS, ISEE, DCPH, AKRO 13F-HR 5/15/2023, 04:15 PM
Q4 2022 69 $2.44 B +$290 M -$327 M -$36.5 M FOLD, KRYS, AKRO, REPL, FATE 13F-HR 2/14/2023, 04:18 PM
Q3 2022 70 $2.58 B +$313 M -$485 M -$171 M FATE, FOLD, KRYS, ARGX, PLRX 13F-HR 11/14/2022, 04:03 PM
Q2 2022 71 $2.62 B +$296 M -$149 M +$147 M FATE, FOLD, SGEN, ARGX, KRYS 13F-HR 8/15/2022, 05:22 PM
Q1 2022 70 $3.2 B +$179 M -$180 M -$1.25 M FATE, FOLD, ARGX, LIVN, KRYS 13F-HR 5/16/2022, 04:13 PM
Q4 2021 71 $4.4 B +$449 M -$735 M -$286 M FATE, FOLD, SNCE, ARGX, LIVN 13F-HR 2/14/2022, 05:07 PM
Q3 2021 75 $5.73 B +$516 M -$714 M -$198 M FATE, ALLK, IGMS, ARGX, ADCT 13F-HR 11/15/2021, 04:16 PM
Q2 2021 86 $6.76 B +$476 M -$812 M -$336 M FATE, IGMS, BEAM, ARGX, FOLD 13F-HR 8/16/2021, 05:00 PM
Q1 2021 86 $7.1 B +$1.13 B -$1.4 B -$264 M FATE, ALLK, IGMS, ARGX, FOLD 13F-HR 5/17/2021, 04:05 PM
Q4 2020 87 $8.26 B +$1.61 B -$739 M +$872 M FATE, FOLD, ALLK, BEAM, IGMS 13F-HR 2/16/2021, 04:06 PM
Q3 2020 81 $5.45 B +$1.15 B -$1.07 B +$83.4 M FATE, FOLD, IMMU, ARGX, IGMS 13F-HR 11/16/2020, 04:09 PM
Q2 2020 80 $5.42 B +$1.48 B -$724 M +$755 M FATE, FOLD, DCPH, ADCT, ARGX 13F-HR 8/14/2020, 04:16 PM
Q1 2020 69 $3.57 B +$674 M -$674 M +$230 K FATE, FOLD, DCPH, BIIB, IGMS 13F-HR 5/15/2020, 04:04 PM
Q4 2019 64 $4.18 B +$1.11 B -$854 M +$260 M DCPH, ALLK, FOLD, FATE, EPZM 13F-HR 2/14/2020, 04:10 PM
Q3 2019 74 $2.99 B +$709 M -$838 M -$129 M ALLK, FOLD, FATE, DCPH, ALDR 13F-HR 11/14/2019, 04:11 PM
Q2 2019 80 $3.53 B +$596 M -$639 M -$43.3 M ARRY, FOLD, FATE, ARGX, QURE 13F-HR 8/14/2019, 04:04 PM
Q1 2019 82 $3.42 B +$662 M -$300 M +$362 M ARRY, FOLD, FATE, ATRA, ARGX RESTATEMENT 5/17/2019, 08:56 PM
Q4 2018 78 $2.49 B +$373 M -$590 M -$217 M ARRY, ATRA, FATE, XNCR, WVE RESTATEMENT 5/16/2019, 03:34 PM
Q3 2018 83 $3.25 B +$699 M -$490 M +$209 M ARRY, ATRA, FATE, RGNX, XNCR RESTATEMENT 5/16/2019, 03:34 PM
Q2 2018 81 $2.94 B +$705 M -$593 M +$112 M ARRY, FOLD, ATRA, IMGN, XNCR 13F-HR 8/14/2018, 04:32 PM
Q1 2018 64 $2.59 B +$592 M -$522 M +$69.6 M ARRY, ATRA, FOLD, IMGN, XNCR 13F-HR 5/15/2018, 04:30 PM
Q4 2017 1 $6.6 M $0 $0 LIFE NEW HOLDINGS 3/8/2018, 04:01 PM
Q4 2017 70 $2.3 B +$678 M -$391 M +$288 M ARRY, FOLD, PBYI, CLVSQ, WVE 13F-HR 2/14/2018, 05:03 PM
Q3 2017 65 $2.03 B +$628 M -$467 M +$161 M ARRY, FOLD, PBYI, SGENXXXX, CLVSQ 13F-HR 11/14/2017, 04:23 PM
Q2 2017 62 $1.62 B +$374 M -$424 M -$50.1 M ARRY, FOLD, PEN, PBYI, CLVSQ 13F-HR 8/14/2017, 05:39 PM
Q1 2017 60 $1.54 B +$489 M -$303 M +$186 M ARRY, PEN, FOLD, PBYI, CLVSQ 13F-HR 5/15/2017, 04:41 PM
Q4 2016 50 $1.16 B +$246 M -$231 M +$15.5 M ARRY, SGENXXXX, CLVSQ, PEN, FOLD 13F-HR 2/14/2017, 04:40 PM
Q3 2016 51 $1.26 B +$383 M -$415 M -$31.7 M ARRY, SGENXXXX, FOLD, CLVSQ, GWPH 13F-HR 11/14/2016, 06:26 PM
Q2 2016 54 $1.05 B +$260 M -$255 M +$5.19 M ARRY, FOLD, MDVN, SGENXXXX, ATRA 13F-HR 8/15/2016, 06:47 PM
Q1 2016 46 $966 M +$246 M -$342 M -$95.5 M FOLD, MDVN, CLVSQ, PEN, ARRY 13F-HR 5/16/2016, 05:22 PM
Q4 2015 56 $1.3 B +$365 M -$380 M -$15.3 M FOLD, MDVN, PEN, ARRY, ITCI 13F-HR 2/16/2016, 04:53 PM
Q3 2015 58 $1.32 B +$735 M -$521 M +$214 M FOLD, CLVSQ, ARRY, MDVN, INCY RESTATEMENT 11/17/2015, 03:23 PM
Q2 2015 55 $1.22 B +$394 M -$366 M +$27.5 M ARRY, FOLD, VRX, CLVSQ, TEVA 13F-HR 8/14/2015, 04:27 PM
Q1 2015 54 $1.11 B +$435 M -$346 M +$88.3 M ARRY, CLVSQ, FOLD, VRX, TEVA 13F-HR 5/15/2015, 07:11 PM
Q4 2014 54 $918 M +$210 M -$257 M -$47.3 M FOLD, ARRY, VRX, CMRX, RADXXXX 13F-HR 2/17/2015, 07:28 PM
Q3 2014 52 $812 M +$314 M -$345 M -$30.9 M VRX, B108PS, CLVSQ, CELG, FOLD 13F-HR 11/14/2014, 04:29 PM
Q2 2014 47 $822 M +$334 M -$328 M +$5.83 M B108PS, MDTXXXX, ARRY, UHS, HCA 13F-HR 8/14/2014, 06:52 PM
Q1 2014 55 $838 M +$363 M -$443 M -$80.4 M B108PS, HCA, A, VRX, CLVSQ RESTATEMENT 8/19/2014, 02:09 PM
Q4 2013 55 $796 M $0 $0 GILD, CLVSQ, ZBH, CELG, AZN 13F-HR 2/14/2014, 05:16 PM