Long-term investor
Redmile Group, LLC @redmilegroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001425738).
Record
- Tracked since 2025-06-30 (473 days), 92 trades recorded
- Returns: week n/a · month n/a · 90 days -9.4% · 6 months -1.7% · 1 year +40.5% · all +40.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SRRK · 15.9% · long · since 2025-06-30
- KRYS · 15.8% · long · since 2025-06-30
- STOK · 8.7% · long · since 2025-06-30
- IMNM · 7.0% · long · since 2025-06-30
- NRIX · 6.6% · long · since 2025-06-30
- ABSI · 5.2% · long · since 2025-06-30
- 03589W102 · 4.6% · long · since 2025-06-30
- RGNX · 3.5% · long · since 2025-06-30
- STTK · 3.2% · long · since 2025-06-30
- NGNE · 3.0% · long · since 2025-06-30
- BEAM · 2.7% · long · since 2025-06-30
- AGMB · 2.4% · long · since 2026-03-31