Skip to main content
Livermore
Livermore
ZHEN

Redmile Group, LLC

SEC CIK
0001425738
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
70
−1 vs. Q2 2022
Portfolio value
$2.58B
−$40.8M (−1.6%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Redmile Group, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
FATEFate Therapeutics IncCOM12,957,222$290.4M11.3%00.0%UnchangedHistory
FOLDAmicus Therapeutics, Inc.COM21,719,191$226.7M8.8%−439,700−2.0%ReducedHistory
KRYSKrystal Biotech, Inc.COM1,899,545$132.4M5.1%+1,000+0.1%AddedHistory
ARGXArgenx SESPONSORED ADR280,026$98.9M3.8%−105,792−27.4%ReducedHistory
PLRXPliant Therapeutics, Inc.COM4,508,204$94.2M3.7%+1,439,203+46.9%AddedHistory
XENEXenon Pharmaceuticals Inc.COM2,370,614$85.6M3.3%+731,270+44.6%AddedHistory
BEAMBeam Therapeutics Inc.COM1,772,987$84.5M3.3%−76,900−4.2%ReducedHistory
LIVNLivaNova PLCSHS1,536,362$78.0M3.0%−87,400−5.4%ReducedHistory
IGMSIGM Biosciences, Inc.COM3,334,355$75.8M2.9%00.0%UnchangedHistory
ONEM1Life Healthcare IncCOM4,087,625$70.1M2.7%−434,200−9.6%ReducedHistory
REPLReplimune Group, Inc.COM3,645,309$63.0M2.4%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM2,876,637$62.6M2.4%+269,507+10.3%AddedHistory
ISEEIVERIC bio, Inc.COM3,399,900$61.0M2.4%+1,881,000+123.8%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,985,151$55.8M2.2%−85,137−4.1%ReducedHistory
DCPHDeciphera Pharmaceuticals, Inc.COM2,973,029$55.0M2.1%+1,542,112+107.8%AddedHistory
AKROAkero Therapeutics, Inc.COM1,591,085$54.2M2.1%+3,800+0.2%AddedHistory
VERVVerve Therapeutics, Inc.COM1,505,126$51.7M2.0%−328,421−17.9%ReducedHistory
RGNXREGENXBIO Inc.COM1,917,212$50.7M2.0%−87,451−4.4%ReducedHistory
VTYXVentyx Biosciences, Inc.COM1,365,000$47.7M1.8%+1,365,000NewHistory
IMGNImmunoGen, Inc.COM8,548,145$40.9M1.6%−592,900−6.5%ReducedHistory
NRIXNurix Therapeutics, Inc.COM3,006,684$39.2M1.5%00.0%UnchangedHistory
ADCTADC Therapeutics SASHS7,512,029$36.2M1.4%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM5,765,818$35.5M1.4%+1,930,000+50.3%AddedHistory
PENPenumbra IncCOM178,792$33.9M1.3%+178,792NewHistory
RPTXRepare Therapeutics Inc.COM2,684,396$32.6M1.3%−36,600−1.3%ReducedHistory
ELVElevance Health, Inc.Stock70,487$32.0M1.2%−13,500−16.1%ReducedHistory
SNCEScience 37 Holdings, Inc.COM19,808,234$31.9M1.2%00.0%UnchangedHistory
PRTAProthena Corp Public Ltd CoSHS525,575$31.9M1.2%−210,600−28.6%ReducedHistory
SYKStryker CorpStock157,321$31.9M1.2%+157,321NewHistory
TRDAEntrada Therapeutics, Inc.COM1,954,419$30.8M1.2%00.0%UnchangedHistory
MDVLMedAvail Holdings, Inc.COM34,604,516$26.9M1.0%+9,411,765+37.4%AddedHistory
OSHOak Street Health, Inc.COM1,061,295$26.0M1.0%−322,324−23.3%ReducedHistory
ABSIAbsci CorpCOM8,031,094$25.1M1.0%00.0%UnchangedHistory
SKINSkinHealth Systems Inc.COM CL A2,109,564$24.9M1.0%−3,076,784−59.3%ReducedHistory
ATRAAtara Biotherapeutics, Inc.COM6,242,756$23.6M0.9%00.0%UnchangedHistory
CNCCentene CorpStock282,460$22.0M0.9%−368,987−56.6%ReducedHistory
SRRKScholar Rock Holding CorpCOM3,140,026$21.8M0.8%−263,900−7.8%ReducedHistory
ANNXAnnexon, Inc.COM3,503,190$21.6M0.8%00.0%UnchangedHistory
AUGXAugmedix, Inc.COM14,380,327$20.9M0.8%00.0%UnchangedHistory
RAPTRAPT Therapeutics, Inc.COM784,832$18.9M0.7%−33,000−4.0%ReducedHistory
IONSIonis Pharmaceuticals IncCOM407,659$18.0M0.7%+407,659NewHistory
GRTSGritstone bio, Inc.COM6,952,760$17.9M0.7%00.0%UnchangedHistory
STVNStevanato Group S.p.A.ORD SHS946,825$16.0M0.6%−169,000−15.1%ReducedHistory
ALLKAllakos Inc.COM2,545,275$15.6M0.6%00.0%UnchangedHistory
STTKShattuck Labs, Inc.COM5,619,914$15.2M0.6%00.0%UnchangedHistory
KLRSKalaris Therapeutics, Inc.COM1,907,969$15.1M0.6%+1,084,598+131.7%AddedHistory
LVTXLAVA Therapeutics NVSHS2,816,196$12.9M0.5%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM625,000$12.3M0.5%+625,000NewHistory
JAZZJazz Pharmaceuticals plcSHS USD81,464$10.9M0.4%−11,800−12.7%ReducedHistory
STOKStoke Therapeutics, Inc.COM835,830$10.7M0.4%−1,157,438−58.1%ReducedHistory
BVSBioventus Inc.COM CL A1,299,139$9.09M0.4%−7,200−0.6%ReducedHistory
CUTRCutera IncCOM194,573$8.87M0.3%+194,573NewHistory
HUMHumana IncStock16,961$8.23M0.3%+16,961NewHistory
STLNStarling Oncology, Inc.COM1,583,158$7.33M0.3%−152,958−8.8%ReducedHistory
ALXOAlx Oncology Holdings IncCOM752,097$7.20M0.3%−14,700−1.9%ReducedHistory
NUVBNuvation Bio Inc.COM CL A3,031,009$6.79M0.3%−440,700−12.7%ReducedHistory
HOOKHOOKIPA Pharma Inc.COM4,562,248$6.11M0.2%00.0%UnchangedHistory
IVVDInvivyd, Inc.COM1,920,960$6.01M0.2%00.0%UnchangedHistory
NVTAInvitae CorpCOM2,280,403$5.61M0.2%−1,525,000−40.1%ReducedHistory
SLGCSomaLogic, Inc.CLASS A COM1,870,839$5.42M0.2%−217,800−10.4%ReducedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS1,608,089$3.63M0.1%00.0%Unchanged–
STXSStereotaxis, Inc.COM NEW1,487,495$2.68M0.1%00.0%UnchangedHistory
NGNENeurogene Inc.COM3,436,935$2.20M0.1%00.0%UnchangedHistory
TCRRTCR2 Therapeutics Inc.COM1,094,645$1.97M0.1%00.0%UnchangedHistory
TKNOAlpha Teknova, Inc.COM558,099$1.86M0.1%−9,701−1.7%ReducedHistory
XERSXeris Biopharma Holdings, Inc.COM1,046,587$1.63M0.1%00.0%UnchangedHistory
BCELAtreca, Inc.CL A COM800,306$1.26M<0.1%00.0%UnchangedHistory
SONXSonendo, Inc.COM498,131$533.0K<0.1%00.0%UnchangedHistory
CABACabaletta Bio, Inc.COM696,377$453.0K<0.1%00.0%UnchangedHistory
CTSOCytosorbents CorpCOM NEW266,365$362.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (8)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Redmile Group, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
SGENSeagen Inc.COM854,013$151.1M5.8%History
HZNPHorizon Therapeutics Public Ltd CoSHS913,319$72.8M2.8%History
BMRNBiomarin Pharmaceutical IncCOM300,000$24.9M0.9%History
NVRONevro CorpCOM405,517$17.8M0.7%History
TNDMTandem Diabetes Care IncCOM NEW187,460$11.1M0.4%History
PRVAPrivia Health Group, Inc.COM206,113$6.00M0.2%History
IMTXImmatics N.V.SHS449,661$3.92M0.1%History
AYLAOld Ayala, IncCOM341,030$372.0K<0.1%History