-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, NQNJwY1exj7pyT1aL48yUUxgYzfg8VjmFPMuiGJ6zl+8gtDhm/JqsBsrqyVB85h1 5KlOSngJLrolblgDP1po2Q== 0001425738-10-000003.txt : 20100512 0001425738-10-000003.hdr.sgml : 20100512 20100512132732 ACCESSION NUMBER: 0001425738-10-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100512 DATE AS OF CHANGE: 20100512 EFFECTIVENESS DATE: 20100512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Redmile Group, LLC CENTRAL INDEX KEY: 0001425738 IRS NUMBER: 208592298 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12776 FILM NUMBER: 10823646 BUSINESS ADDRESS: STREET 1: 100 PINE STREET, SUITE 1925 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-489-9980 MAIL ADDRESS: STREET 1: 100 PINE STREET, SUITE 1925 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 redq110.txt REDMILE GROUP, LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2010 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Redmile Group, LLC Address: 100 Pine Street, Suite #1925 San Francisco, CA 94111 13F File Number: 28- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jeremy Green Title: Managing Member Phone: 415-489-9980 Signature, Place, and Date of Signing: Jeremy Green San Francisco, CA May 12, 2010 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 31 Form13F Information Table Value Total: $173,815 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AETNA INC NEW COM 00817Y108 4610 131300 SH DEFINED 131300 ANTHERA PHARMACEUTICALS INC COM 03674U102 1992 285000 SH DEFINED 285000 ARIAD PHARMACEUTICALS INC COM 04033A100 4274 1257150 SH DEFINED 1257150 ARTHROCARE CORP COM 043136100 17332 583176 SH DEFINED 583176 BIOMIMETIC THERAPEUTICS INC COM 09064X101 1846 140350 SH DEFINED 140350 BIOSPECIFICS TECHNOLOGIES CO COM 090931106 4678 168591 SH DEFINED 168591 CONMED CORP COM 207410101 5248 220400 SH DEFINED 220400 DELCATH SYS INC COM 24661P104 1978 244200 SH DEFINED 244200 DYAX CORP COM 26746E103 3580 1050000 SH DEFINED 1050000 HEARTWARE INTL INC COM 422368100 7058 158716 SH DEFINED 158716 HILL ROM HLDGS INC COM 431475102 8178 300548 SH DEFINED 300548 INCYTE CORP COM 45337C102 7254 520746 SH DEFINED 520746 ISHARES TR DJ HEALTH CARE 464288828 1977 37900 SH DEFINED 37900 LEMAITRE VASCULAR INC COM 525558201 2306 512421 SH DEFINED 512421 MERCK & CO INC NEW COM 58933Y105 7563 202500 SH DEFINED 202500 MICROMET INC COM 59509C105 4282 530000 SH DEFINED 530000 MICRUS ENDOVASCULAR CORP COM 59518V102 2430 123235 SH DEFINED 123235 MYRIAD GENETICS INC COM 62855J104 5531 230000 SH DEFINED 230000 NEKTAR THERAPEUTICS COM 640268108 4563 300000 SH DEFINED 300000 ORTHOFIX INTL N V COM N6748L102 13783 378850 SH DEFINED 378850 PROTALIX BIOTHERAPEUTICS INC COM 74365A101 2886 440000 SH DEFINED 440000 ROCKWELL MEDICAL TECH COM 774374102 373 64516 SH DEFINED 64516 SAVIENT PHARMACEUTICALS INC COM 80517Q100 5493 380127 SH DEFINED 380127 SEQUENOM INC COM NEW 817337405 6384 1015000 SH DEFINED 1015000 STRYKER CORP COM 863667101 9573 167300 SH DEFINED 167300 THORATEC CORP COM NEW 885175307 5128 153300 SH DEFINED 153300 TOMOTHERAPY INC COM 890088107 2911 853572 SH DEFINED 853572 UNITEDHEALTH GROUP INC COM 91324P102 6214 190200 SH DEFINED 190200 WELLPOINT INC COM 94973V107 5569 86500 SH DEFINED 86500 WRIGHT MED GROUP INC COM 98235T107 11385 640675 SH DEFINED 640675 ZIMMER HLDGS INC COM 98956P102 7436 125600 SH DEFINED 125600
-----END PRIVACY-ENHANCED MESSAGE-----