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Institutional Investment Manager
Redmile Group, LLC
Redmile Group, LLC (CIK: 0001425738) incorporated in Delaware, located at One Letterman Drive, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 51 holdings with a total value of $1,257,292,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ARRAY BIOPHARMA INC COM 16,658,072 112,442,000 8.94%
2 SEATTLE GENETICS INC 1,781,470 96,217,000 7.65%
3 AMICUS THERAPEUTICS INC 12,751,536 94,361,000 7.51%
4 CLOVIS ONCOLOGY INC 2,049,985 73,902,000 5.88%
5 GW PHARMACEUTICALS PLC 545,922 72,460,000 5.76%
6 INCYTE 597,638 56,351,000 4.48%
7 PENUMBRA INC COM 672,918 51,135,000 4.07%
8 MOLINA HEALTHCARE INC 778,160 45,382,000 3.61%
9 ENDOLOGIX INC 3,480,644 44,552,000 3.54%
10 PUMA BIOTECHNOLOGY 662,286 44,406,000 3.53%
11 Atara Biotherapeutics Inc 2,021,617 43,242,000 3.44%
12 PROTHENA CORP PLC 701,659 42,078,000 3.35%
13 SAREPTA THERAPEUTICS INC 640,400 39,327,000 3.13%
14 AGIOS PHARMACEUTICALS INC 737,900 38,976,000 3.10%
15 CENTENE CORP DEL 464,077 31,075,000 2.47%
16 ARIAD PHARMACEUTICALS INC 2,138,471 29,276,000 2.33%
17 BOSTON SCIENTIFIC CORP 1,072,638 25,529,000 2.03%
18 NANOSTRING TECHNOLOGIES INC 1,237,435 24,724,000 1.97%
19 NEVRO CORP 227,267 23,724,000 1.89%
20 OPHTHOTECH CORP COM 505,154 23,303,000 1.85%
21 ALDER BIOPHARMACEUTICALS INC 702,539 23,022,000 1.83%
22 WAVE LIFE SCIENCES LTD 701,822 22,788,000 1.81%
23 PORTOLA PHARMACEUTICALS INC 916,927 20,823,000 1.66%
24 Oxford Immunotec Global PLC 1,431,119 17,975,000 1.43%
25 CHIMERIX INC 3,214,946 17,811,000 1.42%
26 Model N Inc 1,550,959 17,231,000 1.37%
27 Audentes Therapeutics, Inc. 916,626 14,903,000 1.19%
28 NEURODERM LTD 805,246 14,889,000 1.18%
29 SYROS PHARMACEUTICALS INC 892,782 11,736,000 0.93%
30 CYTOMX THERAPEUTICS INC COM 714,692 11,206,000 0.89%
31 CHARLES RIV LABS INTL INC 127,106 10,593,000 0.84%
32 ASTRAZENECA PLC 288,356 9,475,000 0.75%
33 SPECTRANETICS CORP 334,741 8,399,000 0.67%
34 IRONWOOD PHARMACEUTICALS INC COM CL A 408,462 6,486,000 0.52%
35 VCA INCORPORATED 91,000 6,368,000 0.51%
36 ALEXION PHARMACEUTIC 45,410 5,565,000 0.44%
37 INTRA CELLULAR THERAPIES INC COM 336,759 5,132,000 0.41%
38 ARRAY BIOPHARMA INC 3 06/01/2020 4,000,000 4,761,000 0.38% PRN
39 INVITAE CORP 510,369 4,471,000 0.36%
40 FATE THERAPEUTICS INC COM 1,425,158 4,446,000 0.35%
41 ProQR Therapeutics NV 575,863 3,841,000 0.31%
42 BLUEPRINT MEDICINES CORP COM 27,539 818,000 0.07%
43 AURINIA PHARMACEUTICALS INC 187,610 565,000 0.04%
44 FIRST TR EXCHANGE-TRADED FD 3,090 308,000 0.02%
45 UNITEDHEALTH GROUP INC 1,820 255,000 0.02%
46 HUMANA 1,390 246,000 0.02%
47 DEXCOM 2,460 216,000 0.02%
48 BIOGEN INC 677 212,000 0.02%
49 ACHAOGEN INC COM 32,300 155,000 0.01%
50 ADVERUM BIOTECHNOLOGIES INC 22,236 91,000 0.01%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001425738-16-000040, filed 2016.11.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.