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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KRYSKrystal Biotech Inc
Recent Activity
Decreased -20.64%
8.69%
$147.489M
810,245 shares@ $182.03 avg price
NRIXNurix Therapeutics Inc
Recent Activity
Decreased -3.22%
5.67%
$96.194M
4.281M shares@ $22.47 avg price
FOLDAmicus Therapeutics Inc
Recent Activity
Decreased -22.16%
5.19%
$88.074M
8.247M shares@ $10.69 avg price
KYMRKymera Therapeutics Inc
Recent Activity
Decreased -11.77%
3.89%
$65.943M
1.393M shares@ $47.33 avg price
ZYMEZymeworks Inc
Recent Activity
Decreased -2.09%
3.78%
$64.029M
5.102M shares@ $12.55 avg price
STOKStoke Therapeutics Inc
Recent Activity
Decreased -0.15%
3.42%
$57.929M
4.714M shares@ $12.3 avg price
REPLReplimune Group Inc
Recent Activity
Decreased -14.03%
3.09%
$52.402M
4.781M shares@ $10.97 avg price
BHVNBiohaven Ltd
Recent Activity
Decreased -4.9%
3.05%
$51.68M
1.034M shares@ $49.97 avg price
COGTCogent Biosciences Inc
Recent Activity
Decreased -6.57%
2.86%
$48.431M
4.484M shares@ $10.8 avg price
LIVNLivanova Plc
Recent Activity
Decreased -5.85%
2.71%
$45.975M
875,039 shares@ $52.54 avg price