Redmile Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$1.65B
Signature - Title
Jennifer Ciresi - General Counsel and Chief Compliance Officer
Location
One Letterman Drive, Building D, Suite D3 300, San Francisco, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 63 $1.65B +$47M -$528M -$481M KRYS, FOLD, NRIX, STOK, IMNM 13F-HR 8/14/2024, 04:16 PM
Q1 2024 76 $2.7B +$468M -$878M -$410M KRYS, FOLD, IMNM, SRRK, FATE 13F-HR 5/15/2024, 04:50 PM
Q4 2023 68 $2.79B +$465M -$319M +$146M IMGN, KRYS, FOLD, SRRK, RYZB 13F-HR 2/14/2024, 04:16 PM
Q3 2023 75 $2.1B +$137M -$372M -$235M IMGN, KRYS, FOLD, AKRO, AUGX 13F-HR 11/14/2023, 04:15 PM
Q2 2023 82 $2.61B +$487M -$443M +$43.5M IMGN, KRYS, FOLD, REPL, AKRO 13F-HR 8/14/2023, 05:15 PM
Q1 2023 76 $2.3B +$383M -$207M +$176M FOLD, KRYS, ISEE, DCPH, AKRO 13F-HR 5/15/2023, 04:15 PM
Q4 2022 69 $2.44B +$290M -$217M +$72.8M FOLD, KRYS, AKRO, REPL, FATE 13F-HR 2/14/2023, 03:18 PM
Q3 2022 70 $2.58B +$313M -$197M +$117M FATE, FOLD, KRYS, ARGX, PLRX 13F-HR 11/14/2022, 03:03 PM
Q2 2022 71 $2.62B +$296M -$100M +$196M FATE, FOLD, SGEN, ARGX, KRYS 13F-HR 8/15/2022, 05:22 PM
Q1 2022 70 $3.2B +$179M -$119M +$59.5M FATE, FOLD, ARGX, LIVN, KRYS 13F-HR 5/16/2022, 04:13 PM
Q4 2021 71 $4.4B +$449M -$636M -$187M FATE, FOLD, SNCE, ARGX, LIVN 13F-HR 2/14/2022, 04:07 PM
Q3 2021 75 $5.73B +$516M -$714M -$198M FATE, ALLK, IGMS, ARGX, ADCT 13F-HR 11/15/2021, 04:16 PM
Q2 2021 86 $6.76B +$476M -$812M -$336M FATE, IGMS, BEAM, ARGX, FOLD 13F-HR 8/16/2021, 05:00 PM
Q1 2021 86 $7.1B +$1.13B -$1.4B -$264M FATE, ALLK, IGMS, ARGX, FOLD 13F-HR 5/17/2021, 04:05 PM
Q4 2020 87 $8.26B +$1.61B -$274M +$1.34B FATE, FOLD, ALLK, BEAM, IGMS 13F-HR 2/16/2021, 03:06 PM
Q3 2020 80 $5.42B +$1.13B -$410M +$717M FATE, FOLD, IMMU, ARGX, IGMS 13F-HR 11/16/2020, 03:09 PM
Q2 2020 79 $5.31B +$1.37B -$502M +$867M FATE, FOLD, DCPH, ADCT, ARGX 13F-HR 8/14/2020, 04:16 PM
Q1 2020 69 $3.57B +$674M -$177M +$497M FATE, FOLD, DCPH, BIIB, IGMS 13F-HR 5/15/2020, 04:04 PM
Q4 2019 64 $4.18B +$1.11B -$227M +$888M DCPH, ALLK, FOLD, FATE, EPZM 13F-HR 2/14/2020, 03:10 PM
Q3 2019 74 $2.99B +$709M -$69.7M +$639M ALLK, FOLD, FATE, DCPH, ALDR 13F-HR 11/14/2019, 03:11 PM
Q2 2019 81 $3.53B +$605M -$295M +$310M ARRY, FOLD, FATE, ARGX, QURE 13F-HR 8/14/2019, 04:04 PM
Q1 2019 82 $3.42B +$662M -$215M +$447M ARRY, FOLD, FATE, ATRA, ARGX Restatement 5/17/2019, 08:56 PM
Q4 2018 78 $2.49B +$373M -$193M +$180M ARRY, ATRA, FATE, XNCR, WVE Restatement 5/16/2019, 03:34 PM
Q3 2018 83 $3.25B +$699M -$208M +$490M ARRY, ATRA, FATE, RGNX, XNCR Restatement 5/16/2019, 03:34 PM
Q2 2018 81 $2.94B +$705M -$301M +$404M ARRY, FOLD, ATRA, IMGN, XNCR 13F-HR 8/14/2018, 04:32 PM
Q1 2018 64 $2.57B +$569M -$103M +$466M ARRY, ATRA, FOLD, IMGN, XNCR 13F-HR 5/15/2018, 04:30 PM
Q4 2017 1 $6.6M LIFE New Holdings 3/8/2018, 03:01 PM
Q4 2017 70 $2.3B +$678M -$123M +$555M ARRY, FOLD, PBYI, CLVSQ, WVE 13F-HR 2/14/2018, 04:03 PM
Q3 2017 65 $2.03B +$628M -$177M +$451M ARRY, FOLD, PBYI, SGENXXXX, CLVSQ 13F-HR 11/14/2017, 03:23 PM
Q2 2017 64 $1.64B +$397M -$243M +$154M ARRY, FOLD, PEN, PBYI, CLVSQ 13F-HR 8/14/2017, 05:39 PM
Q1 2017 60 $1.54B +$489M -$195M +$295M ARRY, PEN, FOLD, PBYI, CLVSQ 13F-HR 5/15/2017, 04:41 PM
Q4 2016 50 $1.16B +$246M -$119M +$128M ARRY, SGENXXXX, CLVSQ, PEN, FOLD 13F-HR 2/14/2017, 03:40 PM
Q3 2016 51 $1.26B +$383M -$187M +$197M ARRY, SGENXXXX, FOLD, CLVSQ, GWPH 13F-HR 11/14/2016, 05:26 PM
Q2 2016 53 $1.03B +$245M -$177M +$67.9M ARRY, FOLD, MDVN, SGENXXXX, ATRA 13F-HR 8/15/2016, 06:47 PM
Q1 2016 47 $977M +$258M -$90.2M +$168M FOLD, MDVN, CLVSQ, PEN, ARRY 13F-HR 5/16/2016, 05:22 PM
Q4 2015 57 $1.34B +$406M -$141M +$264M FOLD, MDVN, PEN, ARRY, ITCI 13F-HR 2/16/2016, 03:53 PM
Q3 2015 58 $1.32B +$735M -$51.2M +$684M FOLD, CLVSQ, ARRY, MDVN, INCY Restatement 11/17/2015, 02:23 PM
Q2 2015 55 $1.22B +$394M -$172M +$221M ARRY, FOLD, VRX, CLVSQ, TEVA 13F-HR 8/14/2015, 04:27 PM
Q1 2015 54 $1.11B +$435M -$117M +$317M ARRY, CLVSQ, FOLD, VRX, TEVA 13F-HR 5/15/2015, 07:11 PM
Q4 2014 54 $918M +$210M -$93.8M +$116M FOLD, ARRY, VRX, CMRX, RADXXXX 13F-HR 2/17/2015, 06:28 PM
Q3 2014 54 $866M +$368M -$135M +$232M VRX, B108PS, CLVSQ, CELG, FOLD 13F-HR 11/14/2014, 03:29 PM
Q2 2014 48 $825M +$336M -$114M +$222M B108PS, MDTXXXX, ARRY, UHS, HCA 13F-HR 8/14/2014, 06:52 PM
Q1 2014 55 $838M +$363M -$168M +$194M B108PS, HCA, A, VRX, CLVSQ Restatement 8/19/2014, 02:09 PM
Q4 2013 55 $805M GILD, CLVSQ, ZBH, CELG, AZN 13F-HR 2/14/2014, 04:16 PM