REDMILE GROUP, LLC Information

ONE LETTERMAN DRIVE, SAN FRANCISCO, California, 94129, (415) 489-9980

Report Date: 09/30/2014

Position Statistics

Total Positions 70
New Positions 20
Increased Positions 35
Decreased Positions 34
Positions with Activity 69
Sold Out Positions 18
Total Mkt Value (in $ millions) 950

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 11.07%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.49%
Healthcare 55.4%
Services 3.36%
Technology 3.42%
Transportation
Utilities

70 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RECEPTOS INC COM 54,365 -38,780 (41.63) 439,878
VALEANT PHARMACEUTICALS INTL I COM 46,559 14,663 45.97 332,567
AMICUS THERAPEUTICS INC COM 44,685 -15,217 (25.4) 5,706,906
CLOVIS ONCOLOGY INC COM 43,757 3,383 8.38 784,459
ACTAVIS PLC SHS 42,761 -3,340 (7.24) 163,898
CELGENE CORP COM 41,676 41,676 New 369,400
CHIMERIX INC COM 41,019 -7,908 (16.16) 1,121,032
ARRAY BIOPHARMA INC COM 39,291 1,206 3.17 8,342,045
AVALANCHE BIOTECHNOLOGIES INC COM 35,288 35,288 New 699,460
MCKESSON CORP COM 33,207 33,207 New 161,765
RITE AID CORP COM 31,880 16,888 112.65 5,260,710
CUBIST PHARMACEUTICALS INC COM 27,751 27,751 New 283,756
HCA HOLDINGS INC COM 23,827 -20,814 (46.62) 328,292
NUVASIVE INC COM 23,377 -181 (0.77) 498,441
TRIVASCULAR TECHNOLOGIES INC COM 22,069 2,657 13.69 1,751,518
MALLINCKRODT PUB LTD CO SHS 21,501 21,501 New 231,389
ZS PHARMA INC COM 20,947 20,947 New 474,132
NANOSTRING TECHNOLOGIES INC COM 20,845 4,585 28.19 1,453,655
HEALTHWAYS INC COM 19,242 -3,904 (16.87) 1,026,503
CASTLIGHT HEALTH INC CL B 18,960 5,850 44.63 1,683,817


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