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Jeremy Green

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.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
SRRK - SCHOLAR ROCK HLDG CORP Health Care 229.98M 5,220,846 16.94% 1,316,390 33.72% 4,763M
KRYS - KRYSTAL BIOTECH INC Health Care 167.08M 677,705 12.30% 16,317 2.47% 8,319M
NRIX - NURIX THERAPEUTICS INC Health Care 153.54M 8,093,908 11.31% 4,415,514 120.04% 1,583M
STOK - STOKE THERAPEUTICS INC Health Care 128.04M 4,034,070 9.43% -141,472 -3.39% 1,765M
IMNM - IMMUNOME INC Health Care 122.83M 5,718,385 9.05% 695,000 13.84% 2,436M
RGNX - REGENXBIO INC Health Care 62.91M 4,368,804 4.63% -324,585 -6.92% 399M
ADCT - ADC THERAPEUTICS SA Health Care 55.30M 15,666,731 4.07% 0 - 513M
COGT - COGENT BIOSCIENCES INC Health Care 51.07M 1,437,918 3.76% -771,200 -34.91% 5,803M
ANNX - ANNEXON INC Health Care 50.45M 10,050,644 3.72% 3,750,000 59.52% 753M
BEAM - BEAM THERAPEUTICS INC Health Care 35.64M 1,285,859 2.62% -101,700 -7.33% 2,790M
NGNE - NEUROGENE INC Health Care 30.07M 1,459,599 2.21% 160,577 12.36% 264M
RAPT - RAPT THERAPEUTICS INC Health Care 30.01M 885,927 2.21% 333,333 60.32% 1,675M
ABSI - ABSCI CORPORATION Health Care 28.80M 8,253,316 2.12% 0 - 403M
NUVB - NUVATION BIO INC Health Care 28.34M 3,163,256 2.09% 132,247 4.36% 1,963M
IDYA - IDEAYA BIOSCIENCES INC Health Care 25.65M 742,017 1.89% 0 - 2,705M
STTK - SHATTUCK LABS INC Health Care 20.22M 5,539,724 1.49% 0 - 253M
SLN - SILENCE THERAPEUTICS PLC Health Care 13.16M 2,164,777 0.97% 0 - 227M
ZYME - ZYMEWORKS INC Health Care 12.95M 491,654 0.95% -3,214,096 -86.73% 1,742M
FATE - FATE THERAPEUTICS INC Health Care 12.65M 12,872,946 0.93% 0 - 156M
REPL - REPLIMUNE GROUP INC Health Care 10.69M 1,099,756 0.79% 563,938 105.25% 661M
DBVT - DBV TECHNOLOGIES S A Health Care 10.54M 549,840 0.78% 549,840 New Buy 1,116M
SLDB - SOLID BIOSCIENCES INC Health Care 10.49M 1,860,542 0.77% -38,800 -2.04% 453M
CBLL - CERIBELL INC Health Care 9.54M 435,239 0.70% 0 - 734M
ESTA - ESTABLISHMENT LABS HLDGS INC Health Care 8.21M 112,664 0.60% -16,700 -12.91% 2,170M
ATRA - ATARA BIOTHERAPEUTICS INC Health Care 7.99M 441,701 0.59% 0 - 32M
CLDX - CELLDEX THERAPEUTICS INC NEW Health Care 7.69M 283,308 0.57% -43,700 -13.36% 1,532M
LIVN - LIVANOVA PLC Health Care 7.26M 118,054 0.53% -808,745 -87.26% 3,656M
IVVD - INVIVYD INC Health Care 6.62M 2,681,159 0.49% 395,839 17.32% 458M
XENE - XENON PHARMACEUTICALS INC Health Care 6.00M 133,882 0.44% 133,882 New Buy 3,287M
RPTX - REPARE THERAPEUTICS INC Health Care 4.12M 1,586,174 0.30% 0 - 114M
ALXO - ALX ONCOLOGY HLDGS INC Health Care 3.69M 3,264,718 0.27% -68,265 -2.05% 306M
ORIC - ORIC PHARMACEUTICALS INC Health Care 3.67M 448,110 0.27% 448,110 New Buy 1,040M
PLRX - PLIANT THERAPEUTICS INC Health Care 1.97M 1,616,228 0.15% 24,533 1.54% 74M
KLRS - KALARIS THERAPEUTICS INC Health Care 0.70M 82,955 0.05% 0 - 192M

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