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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 (2017Q1)
Portfolio Summary: 60 holdings with a total value of $1,540,736,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ARRAY BIOPHARMA INC 12,765,862 114,127,000 7.41%
2 PENUMBRA INC COM 1,034,408 86,321,000 5.60%
3 AMICUS THERAPEUTICS INC COM 11,375,852 81,110,000 5.26%
4 PUMA BIOTECHNOLOGY 1,725,414 64,185,000 4.17%
5 CLOVIS ONCOLOGY INC 972,696 61,932,000 4.02%
6 Atara Biotherapeutics Inc 2,734,118 56,186,000 3.65%
7 AGIOS PHARMACEUTICALS INC 902,578 52,711,000 3.42%
8 MOLINA HEALTHCARE INC 1,149,727 52,428,000 3.40%
9 PROTHENA CORP PLC 849,483 47,393,000 3.08%
10 SEATTLE GENETICS INC 696,386 43,775,000 2.84%
11 INCYTE CORP 307,723 41,133,000 2.67%
12 GW PHARMACEUTICALS PLC 332,544 40,218,000 2.61%
13 ALDER BIOPHARMACEUTICALS INC 1,909,886 39,726,000 2.58%
14 XENCOR INC COM 1,592,526 38,093,000 2.47%
15 WAVE LIFE SCIENCES LTD 1,271,097 34,955,000 2.27%
16 GLOBAL BLOOD THERAPEUTICS INCORPORATED 934,343 34,431,000 2.23%
17 Oxford Immunotec Global PLC 2,004,849 31,055,000 2.02%
18 BOSTON SCIENTIFIC CORP 1,200,099 29,846,000 1.94%
19 INC RESH HLDGS INC 633,779 29,059,000 1.89%
20 ANTHEM INC 175,328 28,996,000 1.88%
21 CHIMERIX INC 4,325,055 27,594,000 1.79%
22 NEUROCRINE BIOSCIE COM USD0.001 622,345 26,948,000 1.75%
23 NEURODERM LTD 924,304 24,540,000 1.59%
24 ICU MED INC 160,543 24,515,000 1.59%
25 REGENXBIO INC COM 1,269,131 24,494,000 1.59%
26 JOUNCE THERAPEUTICS INC 1,114,160 22,523,000 1.46%
27 IMMUNOMEDICS INCORPORATED 3,380,846 21,874,000 1.42%
28 PATHEON N V 826,843 21,779,000 1.41%
29 DIPLOMAT PHARMACY INC COM 1,254,342 20,007,000 1.30%
30 ENDOLOGIX INC 2,717,394 19,674,000 1.28%
31 EXPRESS SCRIPTS HLDG CO 293,807 19,365,000 1.26%
32 NANOSTRING TECHNOLOGIES INC 934,424 18,567,000 1.21%
33 LA JOLLA PHARMACEUTICAL CO 604,470 18,043,000 1.17%
34 CATALENT INC 624,000 17,672,000 1.15%
35 CASCADIAN THERAPEUTICS INC 4,072,424 16,860,000 1.09%
36 PAREXEL INTERNATIONAL CORPORATION 260,231 16,423,000 1.07%
37 SPECTRANETICS CORP 557,189 16,228,000 1.05%
38 BLUEPRINT MEDICINES CORP COM 400,000 15,996,000 1.04%
39 IMMUNOGEN INC 3,984,734 15,421,000 1.00%
40 SYROS PHARMACEUTICALS INC 952,740 15,177,000 0.99%
41 EHEALTH INC COM 1,191,334 14,344,000 0.93%
42 Audentes Therapeutics, Inc. 820,836 13,987,000 0.91%
43 ARRAY BIOPHARMA INC 3 06/01/2020 9,000,000 12,763,000 0.83% PRN
44 CYTOMX THERAPEUTICS INC COM 681,892 11,776,000 0.76%
45 MCKESSON CORP 78,300 11,609,000 0.75%
46 CHARLES RIV LABS INTL INC 121,307 10,912,000 0.71%
47 INVITAE CORP 812,240 8,983,000 0.58%
48 MODEL N INCORPORATED 822,314 8,593,000 0.56%
49 ProQR Therapeutics NV 1,553,225 7,766,000 0.50%
50 FATE THERAPEUTICS INC 1,419,058 6,457,000 0.42%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001425738-17-000012, filed 2017.05.15).

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.