Investor Details
| Filer Name: | REDMILE GROUP, LLC |
|---|---|
| CIK: | 1425738 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 62 |
| Portfolio Value: | $1.43B |
Redmile Group, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| SRRK | US | SCHOLAR ROCK HOLDING CORP | 4,549,881 | $197M | 13.70% | -13.2% | - |
| KRYS | US | KRYSTAL BIOTECH INC | 753,175 | $118M | 8.22% | -7.0% | - |
| NRIX | US | NURIX THERAPEUTICS INC | 4,192,627 | $79M | 5.50% | -2.1% | - |
| ZYME | US | ZYMEWORKS INC | 4,840,463 | $71M | 4.94% | -5.1% | - |
| FOLD | US | AMICUS THERAPEUTICS INC | 7,054,890 | $66M | 4.63% | -14.5% | - |
| REPL | US | REPLIMUNE GROUP INC | 4,905,527 | $59M | 4.14% | 2.6% | - |
| IMNM | US | IMMUNOME INC | 4,828,026 | $51M | 3.57% | -1.3% | - |
| STOK | US | STOKE THERAPEUTICS INC | 4,593,629 | $51M | 3.53% | -2.5% | - |
| LIVN | US | LIVANOVA PLC | 1,043,539 | $48M | 3.37% | 19.3% | - |
| KYMR | US | KYMERA THERAPEUTICS INC | 1,100,432 | $44M | 3.09% | -21.0% | - |
| PLRX | US | PLIANT THERAPEUTICS INC | 2,895,478 | $38M | 2.66% | -9.4% | - |
| BEAM | US | BEAM THERAPEUTICS INC | 1,528,567 | $38M | 2.64% | -5.1% | - |
| RGNX | US | REGENXBIO INC | 4,794,780 | $37M | 2.58% | -2.0% | - |
| AKRO | US | AKERO THERAPEUTICS INC | 1,235,209 | $34M | 2.39% | -11.0% | - |
| BHVN | US | BIOHAVEN LTD | 904,496 | $34M | 2.35% | -12.5% | - |
| ANNX | US | ANNEXON INC | 6,300,644 | $32M | 2.25% | -2.0% | - |
| ADCT | US | ADC THERAPEUTICS SA | 15,666,731 | $31M | 2.17% | 0.0% | - |
| NGNE | US | NEUROGENE INC | 1,319,763 | $30M | 2.10% | 36.9% | - |
| BSX | US | BOSTON SCIENTIFIC CORP | 312,683 | $28M | 1.95% | -5.5% | - |
| COGT | US | COGENT BIOSCIENCES INC | 3,554,836 | $28M | 1.93% | -20.7% | - |