Fund HoldingsRedmile Group, LLC

Total Portfolio Value
$1.70B
Total Bought
$48.79M
Total Sold
$213.49M
Net Transaction
-$164.70M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
IGM BIOSCIENCES INC3,072,4783,072,478021,10850,8192.99%+29,711
AUGMEDIX INC16,380,32716,380,327014,41538,4942.27%+24,079
ZYMEWORKS INC(ZYME)5,211,0375,101,911-109,12644,34664,0293.77%+19,683
KYMERA THERAPEUTICS INC(KYMR)1,579,2751,393,256-186,01947,14165,9433.88%+18,801
BIONTECH SE(BNTX)0154,456+154,456018,3451.08%+18,345
BIOHAVEN LTD(BHVN)1,087,5761,034,219-53,35737,75051,6803.04%+13,930
IMMUNOME INC(IMNM)4,889,5544,889,554059,16471,4854.21%+12,322
ORUKA THERAPEUTICS INC(ORKA)0411,728+411,728010,0910.59%+10,091
COGENT BIOSCIENCES INC(COGT)4,799,9734,484,380-315,59340,46448,4312.85%+7,968
KEROS THERAPEUTICS INC552,506552,506025,25032,0841.89%+6,834
ANNEXON INC(ANNX)6,427,4626,427,462031,49538,0512.24%+6,556
ABSCI CORPORATION8,253,3168,253,316025,42031,5281.86%+6,107
NURIX THERAPEUTICS INC(NRIX)4,423,6164,280,981-142,63592,32196,1945.67%+3,873
NEUROGENE INC1,013,663964,347-49,31636,88740,4642.38%+3,577
ASTRIA THERAPEUTICS INC0310,884+310,88403,4230.20%+3,423
FATE THERAPEUTICS INC13,169,05713,169,057043,19546,0922.72%+2,897
PENUMBRA INC(PEN)013,847+13,84702,6910.16%+2,691
CATALENT INC595,570595,570033,48936,0742.13%+2,585
REPLIMUNE GROUP INC(REPL)5,562,0964,781,183-780,91350,05952,4023.09%+2,343
AKERO THERAPEUTICS INC1,614,4731,387,479-226,99437,87639,8072.35%+1,931
ESTABLISHMENT LABS HLDGS INC(ESTA)213,024261,803+48,7799,68011,3280.67%+1,648
PLIANT THERAPEUTICS INC3,209,5913,197,491-12,10034,50335,8442.11%+1,341
ADC THERAPEUTICS SA15,269,21715,669,217+400,00048,25149,3582.91%+1,107
XERIS BIOPHARMA HOLDINGS INC1,046,5871,046,58702,3552,9830.18%+628
STEREOTAXIS INC2,108,2192,108,21903,8374,3010.25%+464
HOOKIPA PHARMA INC0106,376+106,37604570.03%+457
ACHILLES THERAPEUTICS PLC1,608,0891,608,08901,3111,6400.10%+330
REPARE THERAPEUTICS INC1,942,5551,942,55506,4106,6820.39%+272
ALLOVIR INC1,907,9691,907,96901,3801,5430.09%+163
ADAPTIMMUNE THERAPEUTICS PLC715,607715,60706986800.04%-18
ATARA BIOTHERAPEUTICS INC452,270452,27003,8443,6770.22%-167
ALPHA TEKNOVA INC154,5090-154,5092120-212
INVIVYD INC3,065,7143,065,71403,3723,1270.18%-245
LAVA THERAPEUTICS NV2,074,3722,074,37203,7343,4430.20%-290
GRITSTONE BIO INC5,107,7324,920,178-187,5543,1562,8530.17%-303
VENTYX BIOSCIENCES INC2,164,1262,107,215-56,9114,9994,5940.27%-405
BEAM THERAPEUTICS INC(BEAM)1,703,0611,611,013-92,04839,90339,4702.33%-433
VERVE THERAPEUTICS INC1,463,4061,383,366-80,0407,1416,6950.39%-446
BOUNDLESS BIO INC1,034,5831,023,548-11,0354,0043,5520.21%-452
RAPT THERAPEUTICS INC536,682504,532-32,1501,6371,0140.06%-623
HOOKIPA PHARMA INC1,063,7690-1,063,7696300-630
IMMUNOVANT INC(IMVT)720,177642,229-77,94819,01318,3101.08%-703
STANDARD BIOTOOLS INC411,6310-411,6317290-729
AC IMMUNE SA1,807,7041,694,167-113,5377,2136,4040.38%-809
CYTOKINETICS INC(CYTK)111,86797,116-14,7516,0615,1280.30%-933
ALLAKOS INC3,077,8283,077,82803,0782,0100.12%-1,067
CABALETTA BIO INC442,826442,82603,3122,0900.12%-1,222
STRYKER CORPORATION(SYK)39,48332,741-6,74213,43411,8280.70%-1,606
NUVATION BIO INC(NUVB)3,031,0093,031,00908,8516,9410.41%-1,910
SHATTUCK LABS INC5,615,4895,615,489021,67619,5981.15%-2,078
REGENXBIO INC4,569,8024,892,902+323,10053,46751,3273.02%-2,140
BOSTON SCIENTIFIC CORP(BSX)390,253330,873-59,38030,05327,7271.63%-2,326
89BIO INC1,745,6561,569,850-175,80613,98311,6170.68%-2,366
ARDELYX INC1,881,5011,660,763-220,73813,94211,4430.67%-2,499
PRIME MEDICINE INC2,074,3502,074,350010,6628,0280.47%-2,634
SCHOLAR ROCK HLDG CORP(SRRK)5,453,0835,238,837-214,24645,42441,9632.47%-3,461
SILENCE THERAPEUTICS PLC2,014,2961,899,317-114,97938,27234,5302.03%-3,742
CELLDEX THERAPEUTICS INC NEW(CLDX)718,723657,175-61,54826,60022,3371.32%-4,263
INTUITIVE SURGICAL INC39,84326,698-13,14517,72413,1160.77%-4,608
LIVANOVA PLC(LIVN)929,506875,039-54,46750,95645,9752.71%-4,981
IDEAYA BIOSCIENCES INC(IDYA)759,516681,150-78,36626,66721,5791.27%-5,088
STOKE THERAPEUTICS INC(STOK)4,721,0544,713,509-7,54563,78157,9293.41%-5,852
ENTRADA THERAPEUTICS INC560,9710-560,9717,9940-7,994
4D MOLECULAR THERAPEUTICS IN1,073,4351,262,090+188,65522,53113,6430.80%-8,888
BLUEPRINT MEDICINES CORP94,4050-94,40510,1750-10,175
AMICUS THERAPEUTICS INC
COM
10,595,0898,246,592-2,348,497105,10388,0745.19%-17,030
ALX ONCOLOGY HLDGS INC4,036,4513,836,576-199,87524,3406,9830.41%-17,357
KRYSTAL BIOTECH INC(KRYS)1,021,078810,245-210,833187,511147,4898.69%-40,022
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