Redmile Group, LLC Portfolio Holdings by Sector
Redmile Group, LLC
- $2.54 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
KRYS FOLD IMNM SRRK FATE RGNX KYMR ADCT 49 stocks |
$1.99 Million
78.92% of portfolio
|
  24  
|
  14  
|
  7  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
LIVN BSX ABT ALGN SYK PEN ESTA 7 stocks |
$186,154
7.38% of portfolio
|
  2  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
DCPH CTLT ELAN TKNO 4 stocks |
$130,477
5.17% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Health Information Services | Healthcare
AUGX EVH PGNY 3 stocks |
$101,505
4.02% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI ELV 2 stocks |
$39,955
1.58% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
ICLR DGX LAB 3 stocks |
$24,689
0.98% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG STXS 2 stocks |
$20,426
0.81% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$17,505
0.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$11,116
0.44% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|