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, 2013
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: One Letterman Drive
Building D, Suite D3-700
San Francisco, CA 94129
13F File Number: 028-12776
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:
/s/Jeremy Green San Francisco, CA May 15, 2013
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
Form 13F Information Table Entry Total: 50
Form 13F Information Table Value Total: $544,807 (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
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
ACCURAY INC NOTE 3.750% 8/0 004397AB1 443 500000 PRN SOLE 500000
ALIGN TECHNOLOGY INC COM 016255101 27056 807400 SH SOLE 807400
AMICUS THERAPEUTICS INC COM 03152W109 6313 1991490 SH SOLE 1991490
ARIAD PHARMACEUTICALS INC COM 04033A100 14770 816909 SH SOLE 816909
ARRAY BIOPHARMA INC COM 04269X105 23195 4724020 SH SOLE 4724020
ARTHROCARE CORP COM 043136100 4240 121978 SH SOLE 121978
ASTRAZENECA PLC SPONSORED ADR 046353108 12595 252000 SH SOLE 252000
BIOSPECIFICS TECHNOLOGIES CO COM 090931106 5322 312152 SH SOLE 312152
BROOKDALE SR LIVING INC COM 112463104 10447 374700 SH SOLE 374700
CAPITAL SR LIVING CORP COM 140475104 6816 257900 SH SOLE 257900
CARDINAL HEALTH INC COM 14149Y108 2747 66000 SH SOLE 66000
CEPHEID COM 15670R107 6331 165000 SH SOLE 165000
CERUS CORP COM 157085101 6746 1526200 SH SOLE 1526200
CLOVIS ONCOLOGY INC COM 189464100 14257 497277 SH SOLE 497277
CONCEPTUS INC COM 206016107 14045 581572 SH SOLE 581572
CYBERONICS INC COM 23251P102 7783 166300 SH SOLE 166300
CYCLACEL PHARMACEUTICALS INC COM NEW 23254L306 3228 577465 SH SOLE 577465
DYNAVAX TECHNOLOGIES CORP COM 268158102 10010 4508797 SH SOLE 4508797
EXELIXIS INC COM 30161Q104 103 22300 SH SOLE 22300
EXELIXIS INC NOTE 4.250% 8/1 30161QAC8 4935 5000000 PRN SOLE 5000000
GILEAD SCIENCES INC COM 375558103 35557 726540 SH SOLE 726540
GIVEN IMAGING ORD SHS M52020100 409 25000 SH SOLE 25000
GLOBUS MED INC CL A 379577208 8006 545400 SH SOLE 545400
GREENWAY MED TECHNOLOGIES IN COM 39679B103 2541 159815 SH SOLE 159815
GRIFOLS S A SP ADR REP B NVT 398438408 12350 425700 SH SOLE 425700
HCA HOLDINGS INC COM 40412C101 13290 327100 SH SOLE 327100
HEALTH MGMT ASSOC INC NEW CL A 421933102 156 12120 SH SOLE 12120
HEARTWARE INTL INC COM 422368100 16693 188825 SH SOLE 188825
HOLOGIC INC COM 436440101 219 9700 SH SOLE 9700
IDENIX PHARMACEUTICALS INC COM 45166R204 107 30200 SH SOLE 30200
IMPAX LABORATORIES INC COM 45256B101 10105 654500 SH SOLE 654500
INSULET CORP COM 45784P101 17440 674400 SH SOLE 674400
ISHARES TR DJ HEALTH CARE 464288828 284 3700 SH SOLE 3700
ISHARES TR RUSSELL 2000 464287655 66101 700000 SH SOLE 700000
KYTHERA BIOPHARMACEUTICALS I COM 501570105 2634 108118 SH SOLE 108118
MARKET VECTORS ETF TR PHARMACEUTICAL 57060U217 293 6500 SH SOLE 6500
MOMENTA PHARMACEUTICALS INC COM 60877T100 179 13400 SH SOLE 13400
NEUROCRINE BIOSCIENCES INC COM 64125C109 9612 790800 SH SOLE 790800
NUVASIVE INC COM 670704105 3523 165328 SH SOLE 165328
ONYX PHARMACEUTICALS INC COM 683399109 35722 402001 SH SOLE 402001
OPTIMER PHARMACEUTICALS INC COM 68401H104 8985 755000 SH SOLE 755000
OREXIGEN THERAPEUTICS INC COM 686164104 8421 1345240 SH SOLE 1345240
PFIZER INC COM 717081103 19253 667100 SH SOLE 667100
PUMA BIOTECHNOLOGY INC COM 74587V107 17878 535428 SH SOLE 535428
SALIX PHARMACEUTICALS INC COM 795435106 19146 374100 SH SOLE 374100
SIRONA DENTAL SYSTEMS INC COM 82966C103 13183 178800 SH SOLE 178800
TRIUS THERAPEUTICS INC COM 89685K100 5323 778250 SH SOLE 778250
UNITEDHEALTH GROUP INC COM 91324P102 286 5000 SH SOLE 5000
UNIVERSAL HLTH SVCS INC CL B 913903100 24820 388600 SH SOLE 388600
VANGUARD HEALTH SYS INC COM 922036207 10909 733600 SH SOLE 733600