Jeremy Green
Redmile Group
Value
1.4B
Stocks
34 Stocks (3 new)
Turnover
8.32%
CIK
1425738
Top Holdings
SRRK(16.94%) KRYS(12.30%) NRIX(11.31%) STOK(9.43%) IMNM(9.05%)
About Investor
Established investor leading Redmile Group, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Jeremy Green Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| SRRK | - | SCHOLAR ROCK HLDG CORP | Health Care | 230.0M | 5.2M | 16.9% | 1,316,390 | 33.7% | 4,762.7M |
| KRYS | - | KRYSTAL BIOTECH INC | Health Care | 167.1M | 677.7K | 12.3% | 16,317 | 2.5% | 8,319.4M |
| NRIX | - | NURIX THERAPEUTICS INC | Health Care | 153.5M | 8.1M | 11.3% | 4,415,514 | 120.0% | 1,582.8M |
| STOK | - | STOKE THERAPEUTICS INC | Health Care | 128.0M | 4.0M | 9.4% | -141,472 | -3.4% | 1,764.9M |
| IMNM | - | IMMUNOME INC | Health Care | 122.8M | 5.7M | 9.0% | 695,000 | 13.8% | 2,436.2M |
| RGNX | - | REGENXBIO INC | Health Care | 62.9M | 4.4M | 4.6% | -324,585 | -6.9% | 398.9M |
| ADCT | - | ADC THERAPEUTICS SA | Health Care | 55.3M | 15.7M | 4.1% | 0 | No Change | 513.3M |
| COGT | - | COGENT BIOSCIENCES INC | Health Care | 51.1M | 1.4M | 3.8% | -771,200 | -34.9% | 5,802.5M |
| ANNX | - | ANNEXON INC | Health Care | 50.5M | 10.1M | 3.7% | 3,750,000 | 59.5% | 753.5M |
| BEAM | - | BEAM THERAPEUTICS INC | Health Care | 35.6M | 1.3M | 2.6% | -101,700 | -7.3% | 2,789.5M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
NRIX
Nurix Therapeut...
|
- | $52.5M | 4M | 120.0% | 11.31% | Increased |
|
SRRK
Scholar Rock Hl...
|
- | $42.3M | 1M | 33.7% | 16.94% | Increased |
|
DBVT
Dbv Technologie...
|
- | $10.5M | 550K | - | 0.78% | New |
|
ANNX
Annexon Inc
|
- | $7.2M | 4M | 59.5% | 3.72% | Increased |
|
XENE
Xenon Pharmaceu...
|
- | $6.0M | 134K | - | 0.44% | New |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
ZYME
Zymeworks Inc
|
- | $38.3M | 3M | -86.7% | 0.95% | Decreased |
|
LIVN
Livanova Plc
|
- | $31.8M | 809K | -87.3% | 0.53% | Decreased |
|
FOLD
Amicus Therapeu...
|
- | $6.3M | 777K | - | 0.00% | Sold Out |
|
KROS
Keros Therapeut...
|
- | $5.6M | 553K | - | 0.00% | Sold Out |
|
COGT
Cogent Bioscien...
|
- | $4.6M | 771K | -34.9% | 3.76% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Health Care | 100.0% | 100.0% | +0.0% |
