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Livermore
Livermore
ZHEN

Redmile Group, LLC

SEC CIK
0001425738
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
70
−1 vs. Q4 2021
Portfolio value
$3.20B
−$1.20B (−27.2%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of Redmile Group, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
FATEFate Therapeutics IncCOM12,957,222$502.4M15.7%00.0%UnchangedHistory
FOLDAmicus Therapeutics, Inc.COM22,329,386$211.5M6.6%−386,700−1.7%ReducedHistory
ARGXArgenx SESPONSORED ADR515,943$162.7M5.1%−5,700−1.1%ReducedHistory
LIVNLivaNova PLCSHS1,970,511$161.2M5.0%−86,667−4.2%ReducedHistory
KRYSKrystal Biotech, Inc.COM1,815,698$120.8M3.8%−5,200−0.3%ReducedHistory
KYMRKymera Therapeutics, Inc.COM2,615,030$110.7M3.5%+27,300+1.1%AddedHistory
ADCTADC Therapeutics SASHS7,432,429$109.2M3.4%−18,600−0.2%ReducedHistory
SNCEScience 37 Holdings, Inc.COM19,808,234$106.0M3.3%00.0%UnchangedHistory
BEAMBeam Therapeutics Inc.COM1,836,050$105.2M3.3%−49,800−2.6%ReducedHistory
SKINSkinHealth Systems Inc.COM CL A5,304,505$89.5M2.8%+221,700+4.4%AddedHistory
IGMSIGM Biosciences, Inc.COM3,334,355$89.1M2.8%00.0%UnchangedHistory
CLDXCelldex Therapeutics, Inc.COM NEW2,046,269$69.7M2.2%−119,317−5.5%ReducedHistory
ABSIAbsci CorpCOM8,031,094$67.7M2.1%00.0%UnchangedHistory
RGNXREGENXBIO Inc.COM1,976,923$65.6M2.0%+79,700+4.2%AddedHistory
SGENSeagen Inc.COM441,274$63.6M2.0%+69,435+18.7%AddedHistory
REPLReplimune Group, Inc.COM3,691,312$62.7M2.0%−175,200−4.5%ReducedHistory
ATRAAtara Biotherapeutics, Inc.COM6,245,911$58.0M1.8%−191,866−3.0%ReducedHistory
CNCCentene CorpStock648,837$54.6M1.7%+287,698+79.7%AddedHistory
IMGNImmunoGen, Inc.COM9,217,945$43.9M1.4%+959,600+11.6%AddedHistory
STOKStoke Therapeutics, Inc.COM2,024,368$42.6M1.3%−222,300−9.9%ReducedHistory
NRIXNurix Therapeutics, Inc.COM3,018,784$42.3M1.3%+60,500+2.0%AddedHistory
AUGXAugmedix, Inc.COM14,380,327$42.3M1.3%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM1,835,328$41.9M1.3%+126,792+7.4%AddedHistory
ELVElevance Health, Inc.Stock83,162$40.9M1.3%−27,127−24.6%ReducedHistory
RPTXRepare Therapeutics Inc.COM2,732,996$38.9M1.2%−56,500−2.0%ReducedHistory
ONEM1Life Healthcare IncCOM3,404,835$37.7M1.2%+3,404,835NewHistory
OSHOak Street Health, Inc.COM1,203,619$32.4M1.0%00.0%UnchangedHistory
TNDMTandem Diabetes Care IncCOM NEW271,218$31.5M1.0%+271,218NewHistory
SLGCSomaLogic, Inc.CLASS A COM3,906,770$31.3M1.0%−236,000−5.7%ReducedHistory
SRRKScholar Rock Holding CorpCOM2,407,326$31.0M1.0%−40,600−1.7%ReducedHistory
NVTAInvitae CorpCOM3,805,403$30.3M0.9%00.0%UnchangedHistory
NVRONevro CorpCOM411,017$29.7M0.9%+140,901+52.2%AddedHistory
GRTSGritstone bio, Inc.COM6,871,738$28.3M0.9%+3,442,567+100.4%AddedHistory
UNHUnitedHealth Group IncStock53,445$27.3M0.9%−51,043−48.9%ReducedHistory
PRTAProthena Corp Public Ltd CoSHS736,175$26.9M0.8%−29,500−3.9%ReducedHistory
ISEEIVERIC bio, Inc.COM1,485,800$25.0M0.8%−14,200−0.9%ReducedHistory
STTKShattuck Labs, Inc.COM5,619,914$23.9M0.7%00.0%UnchangedHistory
STVNStevanato Group S.p.A.ORD SHS1,150,225$23.1M0.7%−20,000−1.7%ReducedHistory
AKROAkero Therapeutics, Inc.COM1,602,285$22.7M0.7%00.0%UnchangedHistory
PLRXPliant Therapeutics, Inc.COM3,080,801$21.6M0.7%−2,700−0.1%ReducedHistory
ICUIIcu Medical IncCOM96,869$21.6M0.7%−123,057−56.0%ReducedHistory
TRDAEntrada Therapeutics, Inc.COM1,954,419$18.4M0.6%−10.0%ReducedHistory
BVSBioventus Inc.COM CL A1,296,739$18.3M0.6%−28,400−2.1%ReducedHistory
NUVBNuvation Bio Inc.COM CL A3,471,709$18.3M0.6%−199,300−5.4%ReducedHistory
JAZZJazz Pharmaceuticals plcSHS USD114,764$17.9M0.6%+16,700+17.0%AddedHistory
STLNStarling Oncology, Inc.COM2,414,432$17.2M0.5%−85,568−3.4%ReducedHistory
RAPTRAPT Therapeutics, Inc.COM748,677$16.5M0.5%+748,677NewHistory
ALLKAllakos Inc.COM2,559,975$14.6M0.5%+482,100+23.2%AddedHistory
ZYMEZymeworks Inc.COM2,114,197$13.8M0.4%+1,239,800+141.8%AddedHistory
ALXOAlx Oncology Holdings IncCOM772,397$13.1M0.4%−9,700−1.2%ReducedHistory
LVTXLAVA Therapeutics NVSHS2,816,196$12.4M0.4%00.0%UnchangedHistory
MDVLMedAvail Holdings, Inc.COM11,075,105$10.8M0.3%00.0%UnchangedHistory
HOOKHOOKIPA Pharma Inc.COM4,636,648$10.6M0.3%+2,251,512+94.4%AddedHistory
IVVDInvivyd, Inc.COM1,920,960$8.76M0.3%00.0%UnchangedHistory
ANNXAnnexon, Inc.COM3,202,917$8.74M0.3%−26,000−0.8%ReducedHistory
TKNOAlpha Teknova, Inc.COM567,800$7.84M0.2%−157,200−21.7%ReducedHistory
NGNENeurogene Inc.COM3,465,435$6.51M0.2%−25,400−0.7%ReducedHistory
DCPHDeciphera Pharmaceuticals, Inc.COM664,817$6.16M0.2%00.0%UnchangedHistory
IMTXImmatics N.V.SHS725,000$5.79M0.2%−1,040,692−58.9%ReducedHistory
KLRSKalaris Therapeutics, Inc.COM823,371$5.56M0.2%00.0%UnchangedHistory
STXSStereotaxis, Inc.COM NEW1,487,495$5.55M0.2%−210,709−12.4%ReducedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS1,608,089$4.73M0.1%−480,000−23.0%Reduced–
TCRRTCR2 Therapeutics Inc.COM1,094,645$3.02M0.1%−251,413−18.7%ReducedHistory
XERSXeris Biopharma Holdings, Inc.COM1,046,587$2.68M0.1%00.0%UnchangedHistory
BCELAtreca, Inc.CL A COM800,306$2.54M0.1%00.0%UnchangedHistory
SONXSonendo, Inc.COM498,131$2.00M0.1%00.0%UnchangedHistory
AYLAOld Ayala, IncCOM449,731$1.79M0.1%−218,085−32.7%ReducedHistory
CABACabaletta Bio, Inc.COM696,377$1.41M<0.1%00.0%UnchangedHistory
CTSOCytosorbents CorpCOM NEW266,365$850.0K<0.1%−450,879−62.9%ReducedHistory
EPZMEpizyme, Inc.COM454,475$523.0K<0.1%00.0%UnchangedHistory

Sold out since Q4 2021 (4)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Redmile Group, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
GMABGenmab A/SSPONSORED ADS661,621$26.2M0.6%History
ZGNXZogenix, Inc.COM NEW998,114$16.2M0.4%History
NGMNGM Biopharmaceuticals IncCOM582,805$10.3M0.2%History
RCELAVITA Medical, Inc.COM672,411$8.05M0.2%History