Ownership history in Redmile Group, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Redmile Group, LLC reported a position in SHATTUCK LABS INC (STTK). 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 outperformed the S&P 500 by +30.6% annually on this STTK position. Timing score: 67% (2/3 decisions correct). Average cost basis: $52.41. Maximum drawdown during holding period: β98.5%.
π₯ Exceptional β beat the S&P 500 by 30.6% per year on this position.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $52.41 (2020 Q4) Β· Worst: $52.41 (2020 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 2 trims. Bought during 0 of 14 down-price quarters. π Predominantly trimming β distribution phase.
π Redmile Group, LLC has been actively increasing its STTK allocation β a bullish signal from insiders.
Currently 1.49% 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