redmile group, llc
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Contact Information
redmile group, llc
ONE LETTERMAN DRIVE
SAN FRANCISCO CA 94129
Business Phone: 415-489-9980 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $544,809,617 [1]Prior Market Value: $359,793,322 New Purchases: 18 stocks Additional Purchases: 13 stocks Sold out of: 8 stocks Reduced holdings in: 13 stocks Top 10 Holdings %: 52.53% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio iShares Russell 2000 Index 12.13% Onyx Pharmaceuticals Inc. 6.56% Gilead Sciences Inc. 6.53% Align Technology Inc. 4.97% Universal Health Services Inc. 4.56% Major new positions on 03/31/2013 Stock % of Portfolio iShares Russell 2000 Index 12.13% Pfizer Inc. 3.53% Insulet Corporation 3.2% Sirona Dental Systems Inc. 2.42% AstraZeneca PLC 2.31%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Stryker Corp. 6.05% Express Scripts Inc. 4.52% Sequenom Inc. 3.5% Medivation, Inc. 2.96% Cutera Inc. 0.85% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-15 Form 13F-HR 2013-02-14 Form 13F-HR/A 2012-12-03 Form 13F-HR 2012-11-14 Form 13F-HR 2012-08-14