Redmile Group, LLC
- SEC CIK
- 0001425738
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 86
- No 13F data for Q4 2020
- Portfolio value
- $7.10B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FATEFate Therapeutics Inc | COM | 12,957,222 | $1.07B | 15.0% | – | – | History |
| ALLKAllakos Inc. | COM | 2,419,418 | $277.7M | 3.9% | – | – | History |
| IGMSIGM Biosciences, Inc. | COM | 3,425,455 | $262.7M | 3.7% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 849,845 | $234.0M | 3.3% | – | – | History |
| FOLDAmicus Therapeutics, Inc. | COM | 21,114,114 | $208.6M | 2.9% | – | – | History |
| BEAMBeam Therapeutics Inc. | COM | 2,532,523 | $202.7M | 2.9% | – | – | History |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 4,351,644 | $195.1M | 2.7% | – | – | History |
| NVTAInvitae Corp | COM | 4,852,163 | $185.4M | 2.6% | – | – | History |
| ADCTADC Therapeutics SA | SHS | 7,308,418 | $178.4M | 2.5% | – | – | History |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $164.3M | 2.3% | – | – | History |
| MDVLMedAvail Holdings, Inc. | COM | 11,724,726 | $164.1M | 2.3% | – | – | History |
| OSHOak Street Health, Inc. | COM | 2,930,411 | $159.0M | 2.2% | – | – | History |
| KRYSKrystal Biotech, Inc. | COM | 2,060,132 | $158.7M | 2.2% | – | – | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 829,159 | $136.3M | 1.9% | – | – | History |
| SGENSeagen Inc. | COM | 937,045 | $130.1M | 1.8% | – | – | History |
| PLRXPliant Therapeutics, Inc. | COM | 3,207,193 | $126.1M | 1.8% | – | – | History |
| REPLReplimune Group, Inc. | COM | 4,118,212 | $125.6M | 1.8% | – | – | History |
| MDTMedtronic plc | Stock | 979,108 | $115.7M | 1.6% | – | – | History |
| SRRKScholar Rock Holding Corp | COM | 2,176,628 | $110.3M | 1.6% | – | – | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,314,117 | $103.0M | 1.5% | – | – | History |
| KYMRKymera Therapeutics, Inc. | COM | 2,603,139 | $101.2M | 1.4% | – | – | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 6,885,233 | $98.9M | 1.4% | – | – | History |
| STOKStoke Therapeutics, Inc. | COM | 2,544,062 | $98.8M | 1.4% | – | – | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 2,221,044 | $96.4M | 1.4% | – | – | History |
| ANNXAnnexon, Inc. | COM | 3,458,830 | $96.3M | 1.4% | – | – | History |
| Genmark Diagnostics Inc372309104 | COM | 3,589,342 | $85.8M | 1.2% | – | – | – |
| LIVNLivaNova PLC | SHS | 1,119,830 | $82.6M | 1.2% | – | – | History |
| RPTXRepare Therapeutics Inc. | COM | 2,665,496 | $81.8M | 1.2% | – | – | History |
| NGMNGM Biopharmaceuticals Inc | COM | 2,751,815 | $80.0M | 1.1% | – | – | History |
| DXCMDexcom Inc | COM | 222,458 | $79.9M | 1.1% | – | – | History |
| RGNXREGENXBIO Inc. | COM | 2,340,313 | $79.8M | 1.1% | – | – | History |
| TCRRTCR2 Therapeutics Inc. | COM | 3,610,788 | $79.7M | 1.1% | – | – | History |
| IMGNImmunoGen, Inc. | COM | 9,688,066 | $78.5M | 1.1% | – | – | History |
| EPZMEpizyme, Inc. | COM | 8,824,366 | $76.9M | 1.1% | – | – | History |
| AKROAkero Therapeutics, Inc. | COM | 2,513,746 | $72.9M | 1.0% | – | – | History |
| ALXOAlx Oncology Holdings Inc | COM | 978,600 | $72.2M | 1.0% | – | – | History |
| NVRONevro Corp | COM | 516,795 | $72.1M | 1.0% | – | – | History |
| AVIRAtea Pharmaceuticals, Inc. | COM | 1,158,082 | $71.5M | 1.0% | – | – | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,387,788 | $69.8M | 1.0% | – | – | History |
| CICigna Group | Stock | 280,057 | $67.7M | 1.0% | – | – | History |
| SLQTSelectQuote, Inc. | COM | 2,005,054 | $59.2M | 0.8% | – | – | History |
| NGNENeurogene Inc. | COM | 4,117,569 | $50.7M | 0.7% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 166,679 | $48.3M | 0.7% | – | – | History |
| NUVBNuvation Bio Inc. | COM CL A | 4,541,009 | $47.5M | 0.7% | – | – | History |
| ELVElevance Health, Inc. | Stock | 130,405 | $46.8M | 0.7% | – | – | History |
| PRTAProthena Corp Public Ltd Co | SHS | 1,857,072 | $46.6M | 0.7% | – | – | History |
| ICUIIcu Medical Inc | COM | 224,154 | $46.0M | 0.6% | – | – | History |
| BIIBBiogen Inc. | COM | 162,847 | $45.6M | 0.6% | – | – | History |
| KLRSKalaris Therapeutics, Inc. | COM | 1,943,587 | $45.5M | 0.6% | – | – | History |
| GMABGenmab A/S | SPONSORED ADS | 1,332,212 | $43.7M | 0.6% | – | – | History |
| LVTXLAVA Therapeutics NV | SHS | 2,824,409 | $42.9M | 0.6% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 114,376 | $42.6M | 0.6% | – | – | History |
| BCELAtreca, Inc. | CL A COM | 2,490,568 | $38.2M | 0.5% | – | – | History |
| AMEDAmedisys Inc | COM | 132,980 | $35.2M | 0.5% | – | – | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,088,089 | $34.6M | 0.5% | – | – | – |
| RCELAVITA Medical, Inc. | COM | 1,668,327 | $33.1M | 0.5% | – | – | History |
| CTLTCatalent, Inc. | COM | 311,619 | $32.8M | 0.5% | – | – | History |
| ZYMEZymeworks Inc. | COM | 985,700 | $31.1M | 0.4% | – | – | History |
| PPDPPD, Inc. | COM | 821,092 | $31.1M | 0.4% | – | – | History |
| HOOKHOOKIPA Pharma Inc. | COM | 1,842,902 | $24.8M | 0.3% | – | – | History |
| IMTXImmatics N.V. | SHS | 2,082,814 | $23.3M | 0.3% | – | – | History |
| ARDXArdelyx, Inc. | COM | 3,514,100 | $23.3M | 0.3% | – | – | History |
| GRTSGritstone bio, Inc. | COM | 2,448,158 | $23.1M | 0.3% | – | – | History |
| BVSBioventus Inc. | COM CL A | 1,500,000 | $22.9M | 0.3% | – | – | History |
| Itamar Med Ltd465437101 | SPONSORED ADS | 918,900 | $22.0M | 0.3% | – | – | – |
| ONEM1Life Healthcare Inc | COM | 562,314 | $22.0M | 0.3% | – | – | History |
| INNVInnovAge Holding Corp. | COM | 850,000 | $21.9M | 0.3% | – | – | History |
| STXSStereotaxis, Inc. | COM NEW | 3,241,603 | $21.8M | 0.3% | – | – | History |
| Vesper Healthcare Acqstn Cor92538T104 | COM CL A | 1,982,749 | $21.4M | 0.3% | – | – | – |
| CTSOCytosorbents Corp | COM NEW | 2,127,631 | $18.5M | 0.3% | – | – | History |
| QTRXQuanterix Corp | COM | 300,000 | $17.5M | 0.2% | – | – | History |
| PROFProfound Medical Corp. | COM NEW | 845,674 | $17.0M | 0.2% | – | – | History |
| KAKineta, Inc. | COM | 611,003 | $11.1M | 0.2% | – | – | History |
| QUREuniQure N.V. | SHS | 284,160 | $9.57M | 0.1% | – | – | History |
| DVAXDynavax Technologies Corp | COM NEW | 882,814 | $8.68M | 0.1% | – | – | History |
| CABACabaletta Bio, Inc. | COM | 696,378 | $7.73M | 0.1% | – | – | History |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,712,304 | $7.72M | 0.1% | – | – | History |
| AYLAOld Ayala, Inc | COM | 667,816 | $7.29M | 0.1% | – | – | History |
| STIMNeuronetics, Inc. | COM | 500,000 | $6.18M | 0.1% | – | – | History |
| TLISTalis Biomedical Corp | COM | 400,000 | $5.14M | 0.1% | – | – | History |
| APREAprea Therapeutics, Inc. | COM | 694,918 | $3.54M | <0.1% | – | – | History |
| SYRSSyros Pharmaceuticals, Inc. | COM | 212,291 | $1.59M | <0.1% | – | – | History |
| OVIDOvid Therapeutics Inc. | COM | 121,950 | $490.0K | <0.1% | – | – | History |
| WVEWave Life Sciences, Inc. | SHS | 79,018 | $443.0K | <0.1% | – | – | History |
| TCDATricida, Inc. | COM | 54,758 | $290.0K | <0.1% | – | – | History |
| CSLTCastlight Health, Inc. | CL B | 10,229 | $15.0K | <0.1% | – | – | History |