Ownership history in Redmile Group, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which Redmile Group, LLC reported a position in ADC THERAPEUTICS SA (ADCT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Redmile Group, LLC underperformed the S&P 500 by β19.7% annually on this ADCT position. Timing score: 47% (8/17 decisions correct). Average cost basis: $21.15. Maximum drawdown during holding period: β98.1%.
β Significantly underperformed the S&P 500 by 19.7% ann.
22 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 17 add/trim decisions correct
Best entry: $0.90 (2023 Q3) Β· Worst: $46.81 (2020 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 4 trims. Bought during 9 of 16 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Redmile Group, LLC has been actively increasing its ADCT allocation β a bullish signal from insiders.
Currently 4.07% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size