Redmile Group, LLC
- SEC CIK
- 0001425738
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 71
- +1 vs. Q1 2022
- Portfolio value
- $2.62B
- −$584.6M (−18.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FATEFate Therapeutics Inc | COM | 12,957,222 | $321.1M | 12.3% | 00.0% | Unchanged | History |
| FOLDAmicus Therapeutics, Inc. | COM | 22,158,891 | $238.0M | 9.1% | −170,495−0.8% | Reduced | History |
| SGENSeagen Inc. | COM | 854,013 | $151.1M | 5.8% | +412,739+93.5% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 385,818 | $146.2M | 5.6% | −130,125−25.2% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 1,898,545 | $124.7M | 4.8% | +82,847+4.6% | Added | History |
| LIVNLivaNova PLC | SHS | 1,623,762 | $101.4M | 3.9% | −346,749−17.6% | Reduced | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 913,319 | $72.8M | 2.8% | +913,319 | New | History |
| BEAMBeam Therapeutics Inc. | COM | 1,849,887 | $71.6M | 2.7% | +13,837+0.8% | Added | History |
| SKINSkinHealth Systems Inc. | COM CL A | 5,186,348 | $66.7M | 2.5% | −118,157−2.2% | Reduced | History |
| REPLReplimune Group, Inc. | COM | 3,645,309 | $63.7M | 2.4% | −46,003−1.2% | Reduced | History |
| IGMSIGM Biosciences, Inc. | COM | 3,334,355 | $60.1M | 2.3% | 00.0% | Unchanged | History |
| ADCTADC Therapeutics SA | SHS | 7,512,029 | $59.7M | 2.3% | +79,600+1.1% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,070,288 | $55.8M | 2.1% | +24,019+1.2% | Added | History |
| CNCCentene Corp | Stock | 651,447 | $55.1M | 2.1% | +2,610+0.4% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 2,607,130 | $51.3M | 2.0% | −7,900−0.3% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 1,639,344 | $49.9M | 1.9% | +1,639,344 | New | History |
| RGNXREGENXBIO Inc. | COM | 2,004,663 | $49.5M | 1.9% | +27,740+1.4% | Added | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 6,242,756 | $48.6M | 1.9% | −3,155−0.1% | Reduced | History |
| IMGNImmunoGen, Inc. | COM | 9,141,045 | $41.1M | 1.6% | −76,900−0.8% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 83,987 | $40.5M | 1.5% | +825+1.0% | Added | History |
| SNCEScience 37 Holdings, Inc. | COM | 19,808,234 | $39.8M | 1.5% | 00.0% | Unchanged | History |
| MDVLMedAvail Holdings, Inc. | COM | 25,192,751 | $38.5M | 1.5% | +14,117,646+127.5% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,006,684 | $38.1M | 1.5% | −12,100−0.4% | Reduced | History |
| RPTXRepare Therapeutics Inc. | COM | 2,720,996 | $38.1M | 1.5% | −12,000−0.4% | Reduced | History |
| ONEM1Life Healthcare Inc | COM | 4,521,825 | $35.5M | 1.4% | +1,116,990+32.8% | Added | History |
| VERVVerve Therapeutics, Inc. | COM | 1,833,547 | $28.0M | 1.1% | −1,781−0.1% | Reduced | History |
| ABSIAbsci Corp | COM | 8,031,094 | $26.7M | 1.0% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 1,993,268 | $26.3M | 1.0% | −31,100−1.5% | Reduced | History |
| AUGXAugmedix, Inc. | COM | 14,380,327 | $25.9M | 1.0% | 00.0% | Unchanged | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 300,000 | $24.9M | 0.9% | +300,000 | New | History |
| PLRXPliant Therapeutics, Inc. | COM | 3,069,001 | $24.6M | 0.9% | −11,800−0.4% | Reduced | History |
| TRDAEntrada Therapeutics, Inc. | COM | 1,954,419 | $23.8M | 0.9% | 00.0% | Unchanged | History |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $22.8M | 0.9% | 00.0% | Unchanged | History |
| OSHOak Street Health, Inc. | COM | 1,383,619 | $22.7M | 0.9% | +180,000+15.0% | Added | History |
| ZYMEZymeworks Inc. | COM | 3,835,818 | $20.3M | 0.8% | +1,721,621+81.4% | Added | History |
| PRTAProthena Corp Public Ltd Co | SHS | 736,175 | $20.0M | 0.8% | 00.0% | Unchanged | History |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 1,430,917 | $18.8M | 0.7% | +766,100+115.2% | Added | History |
| SRRKScholar Rock Holding Corp | COM | 3,403,926 | $18.7M | 0.7% | +996,600+41.4% | Added | History |
| NVRONevro Corp | COM | 405,517 | $17.8M | 0.7% | −5,500−1.3% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 1,115,825 | $17.6M | 0.7% | −34,400−3.0% | Reduced | History |
| GRTSGritstone bio, Inc. | COM | 6,952,760 | $16.8M | 0.6% | +81,022+1.2% | Added | History |
| AKROAkero Therapeutics, Inc. | COM | 1,587,285 | $15.0M | 0.6% | −15,000−0.9% | Reduced | History |
| RAPTRAPT Therapeutics, Inc. | COM | 817,832 | $14.9M | 0.6% | +69,155+9.2% | Added | History |
| ISEEIVERIC bio, Inc. | COM | 1,518,900 | $14.6M | 0.6% | +33,100+2.2% | Added | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 93,264 | $14.6M | 0.6% | −21,500−18.7% | Reduced | History |
| ANNXAnnexon, Inc. | COM | 3,503,190 | $13.2M | 0.5% | +300,273+9.4% | Added | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,471,709 | $11.2M | 0.4% | 00.0% | Unchanged | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 187,460 | $11.1M | 0.4% | −83,758−30.9% | Reduced | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 2,088,639 | $9.44M | 0.4% | −1,818,131−46.5% | Reduced | History |
| NVTAInvitae Corp | COM | 3,805,403 | $9.29M | 0.4% | 00.0% | Unchanged | History |
| BVSBioventus Inc. | COM CL A | 1,306,339 | $8.91M | 0.3% | +9,600+0.7% | Added | History |
| STLNStarling Oncology, Inc. | COM | 1,736,116 | $8.79M | 0.3% | −678,316−28.1% | Reduced | History |
| LVTXLAVA Therapeutics NV | SHS | 2,816,196 | $8.05M | 0.3% | 00.0% | Unchanged | History |
| ALLKAllakos Inc. | COM | 2,545,275 | $7.97M | 0.3% | −14,700−0.6% | Reduced | History |
| HOOKHOOKIPA Pharma Inc. | COM | 4,562,248 | $7.44M | 0.3% | −74,400−1.6% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 1,920,960 | $6.30M | 0.2% | 00.0% | Unchanged | History |
| ALXOAlx Oncology Holdings Inc | COM | 766,797 | $6.20M | 0.2% | −5,600−0.7% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 206,113 | $6.00M | 0.2% | +206,113 | New | History |
| TKNOAlpha Teknova, Inc. | COM | 567,800 | $4.77M | 0.2% | 00.0% | Unchanged | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $4.05M | 0.2% | 00.0% | Unchanged | – |
| IMTXImmatics N.V. | SHS | 449,661 | $3.92M | 0.1% | −275,339−38.0% | Reduced | History |
| NGNENeurogene Inc. | COM | 3,436,935 | $3.54M | 0.1% | −28,500−0.8% | Reduced | History |
| KLRSKalaris Therapeutics, Inc. | COM | 823,371 | $3.21M | 0.1% | 00.0% | Unchanged | History |
| TCRRTCR2 Therapeutics Inc. | COM | 1,094,645 | $3.17M | 0.1% | 00.0% | Unchanged | History |
| STXSStereotaxis, Inc. | COM NEW | 1,487,495 | $2.74M | 0.1% | 00.0% | Unchanged | History |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $1.61M | 0.1% | 00.0% | Unchanged | History |
| BCELAtreca, Inc. | CL A COM | 800,306 | $1.43M | 0.1% | 00.0% | Unchanged | History |
| SONXSonendo, Inc. | COM | 498,131 | $857.0K | <0.1% | 00.0% | Unchanged | History |
| CABACabaletta Bio, Inc. | COM | 696,377 | $738.0K | <0.1% | 00.0% | Unchanged | History |
| CTSOCytosorbents Corp | COM NEW | 266,365 | $583.0K | <0.1% | 00.0% | Unchanged | History |
| AYLAOld Ayala, Inc | COM | 341,030 | $372.0K | <0.1% | −108,701−24.2% | Reduced | History |
Sold out since Q1 2022 (3)
Positions held at the end of Q1 2022 that are gone from this filing.