In Q3 2023, Redmile Group held 45 positions worth $1.5B. They initiated 2 new positions and exited 11. Their largest holding was KRYS ($232.4M). Portfolio value shrank -22.7% versus the prior quarter.
Frequently asked questions
What stocks did Redmile Group own in Q3 2023?
Redmile Group held 45 biotech stocks in their 13F portfolio in Q3 2023. Their top positions include KRYS, FOLD, AKRO, REPL, LIVN. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was Redmile Group's portfolio worth in Q3 2023?
Redmile Group's tracked biotech portfolio was worth $1.5B across 45 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.
What did Redmile Group buy in Q3 2023?
Redmile Group initiated 2 new positions in Q3 2023, including BHVN, HCA. They also increased 10 existing positions.
What did Redmile Group sell in Q3 2023?
Redmile Group fully exited 11 positions in Q3 2023, including ARGX, TKNO, MRSN, JAZZ, IQV and 6 more. They also trimmed 17 existing positions.
Is Redmile Group a biotech fund?
Healthcare crossover fund investing from late-stage private rounds through public equity. Redmile manages a diversified book across biotech, medtech, and healthcare services, with a reputation for backing management teams through multiple rounds of financing.
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