Jennifer Ciresi
@Redmile Group, Llc
Latest period2024 - Q3ReportedManaged Assets$1.697BTotal holdings63
Assets growth rate2.63%Assets growth rate (2-Q avg)-18.33%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Redmile Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 63 positions.
Assets under management
The assets under management (AUM) of Redmile Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.697B in assets, with a quarterly growth rate of 2.63% and a 2-quarter average growth rate of -18.33%. The portfolio is managed by Jennifer Ciresi, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
KRYSKrystal Biotech Inc
| 8.69% | $147.489M 810,245 shares@ $182.03 avg price | Decreased -20.64% |
NRIXNurix Therapeutics Inc
| 5.67% | $96.194M 4.281M shares@ $22.47 avg price | Decreased -3.22% |
FOLDAmicus Therapeutics Inc
| 5.19% | $88.074M 8.247M shares@ $10.69 avg price | Decreased -22.16% |
IMNMImmunome Inc
| 4.22% | $71.485M 4.89M shares@ $14.62 avg price | |
KYMRKymera Therapeutics Inc
| 3.89% | $65.943M 1.393M shares@ $47.33 avg price | Decreased -11.77% |
ZYMEZymeworks Inc
| 3.78% | $64.029M 5.102M shares@ $12.55 avg price | Decreased -2.09% |
STOKStoke Therapeutics Inc
| 3.42% | $57.929M 4.714M shares@ $12.3 avg price | Decreased -0.15% |
REPLReplimune Group Inc
| 3.09% | $52.402M 4.781M shares@ $10.97 avg price | Decreased -14.03% |
BHVNBiohaven Ltd
| 3.05% | $51.68M 1.034M shares@ $49.97 avg price | Decreased -4.9% |
RGNXRegenxbio Inc
| 3.03% | $51.327M 4.893M shares@ $10.5 avg price | Increased 7.08% |