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Livermore
Livermore
ZHEN

Redmile Group, LLC

SEC CIK
0001425738
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
69
−1 vs. Q3 2022
Portfolio value
$2.44B
−$133.4M (−5.2%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Redmile Group, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
FOLDAmicus Therapeutics, Inc.COM20,249,789$247.2M10.1%−1,469,402−6.8%ReducedHistory
KRYSKrystal Biotech, Inc.COM1,896,645$150.3M6.1%−2,900−0.2%ReducedHistory
AKROAkero Therapeutics, Inc.COM2,632,912$144.3M5.9%+1,041,827+65.5%AddedHistory
REPLReplimune Group, Inc.COM4,831,709$131.4M5.4%+1,186,400+32.5%AddedHistory
FATEFate Therapeutics IncCOM12,957,222$130.7M5.3%00.0%UnchangedHistory
ISEEIVERIC bio, Inc.COM4,502,111$96.4M3.9%+1,102,211+32.4%AddedHistory
XENEXenon Pharmaceuticals Inc.COM2,360,414$93.1M3.8%−10,200−0.4%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,977,451$88.1M3.6%−7,700−0.4%ReducedHistory
PLRXPliant Therapeutics, Inc.COM3,878,599$75.0M3.1%−629,605−14.0%ReducedHistory
BEAMBeam Therapeutics Inc.COM1,770,587$69.2M2.8%−2,400−0.1%ReducedHistory
KYMRKymera Therapeutics, Inc.COM2,673,837$66.7M2.7%−202,800−7.0%ReducedHistory
LIVNLivaNova PLCSHS1,106,409$61.4M2.5%−429,953−28.0%ReducedHistory
DCPHDeciphera Pharmaceuticals, Inc.COM3,593,317$58.9M2.4%+620,288+20.9%AddedHistory
IGMSIGM Biosciences, Inc.COM3,334,355$56.7M2.3%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR148,517$56.3M2.3%−131,509−47.0%ReducedHistory
JAZZJazz Pharmaceuticals plcSHS USD318,945$50.8M2.1%+237,481+291.5%AddedHistory
PENPenumbra IncCOM221,809$49.3M2.0%+43,017+24.1%AddedHistory
ZYMEZymeworks Inc.COM6,175,918$48.5M2.0%+410,100+7.1%AddedHistory
RGNXREGENXBIO Inc.COM1,913,512$43.4M1.8%−3,700−0.2%ReducedHistory
IMGNImmunoGen, Inc.COM8,532,817$42.3M1.7%−15,328−0.2%ReducedHistory
PRMEPrime Medicine, Inc.COM2,209,350$41.0M1.7%+2,209,350NewHistory
RPTXRepare Therapeutics Inc.COM2,684,396$39.5M1.6%00.0%UnchangedHistory
ONEM1Life Healthcare IncCOM2,326,625$38.9M1.6%−1,761,000−43.1%ReducedHistory
NRIXNurix Therapeutics, Inc.COM3,000,784$32.9M1.3%−5,900−0.2%ReducedHistory
OSHOak Street Health, Inc.COM1,420,617$30.6M1.2%+359,322+33.9%AddedHistory
VTYXVentyx Biosciences, Inc.COM894,974$29.3M1.2%−470,026−34.4%ReducedHistory
ADCTADC Therapeutics SASHS7,590,849$29.1M1.2%+78,820+1.0%AddedHistory
SYKStryker CorpStock105,880$25.9M1.1%−51,441−32.7%ReducedHistory
TRDAEntrada Therapeutics, Inc.COM1,854,108$25.1M1.0%−100,311−5.1%ReducedHistory
GRTSGritstone bio, Inc.COM6,931,460$23.9M1.0%−21,300−0.3%ReducedHistory
VERVVerve Therapeutics, Inc.COM1,221,903$23.6M1.0%−283,223−18.8%ReducedHistory
CNCCentene CorpStock281,260$23.1M0.9%−1,200−0.4%ReducedHistory
AUGXAugmedix, Inc.COM14,380,327$22.4M0.9%00.0%UnchangedHistory
ALLKAllakos Inc.COM2,545,275$21.4M0.9%00.0%UnchangedHistory
ATRAAtara Biotherapeutics, Inc.COM6,242,756$20.5M0.8%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock38,970$20.0M0.8%−31,517−44.7%ReducedHistory
IMVTImmunovant, Inc.COM1,088,131$19.3M0.8%+1,088,131NewHistory
SRRKScholar Rock Holding CorpCOM2,095,820$19.0M0.8%−1,044,206−33.3%ReducedHistory
ANNXAnnexon, Inc.COM3,503,190$18.1M0.7%00.0%UnchangedHistory
STVNStevanato Group S.p.A.ORD SHS942,525$16.9M0.7%−4,300−0.5%ReducedHistory
ABSIAbsci CorpCOM8,031,094$16.9M0.7%00.0%UnchangedHistory
RAPTRAPT Therapeutics, Inc.COM784,832$15.5M0.6%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM625,000$14.9M0.6%00.0%UnchangedHistory
STTKShattuck Labs, Inc.COM5,619,914$12.9M0.5%00.0%UnchangedHistory
MDVLMedAvail Holdings, Inc.COM34,604,516$10.4M0.4%00.0%UnchangedHistory
IONSIonis Pharmaceuticals IncCOM266,187$10.1M0.4%−141,472−34.7%ReducedHistory
LVTXLAVA Therapeutics NVSHS2,816,196$9.86M0.4%00.0%UnchangedHistory
KLRSKalaris Therapeutics, Inc.COM1,907,969$9.79M0.4%00.0%UnchangedHistory
SNCEScience 37 Holdings, Inc.COM19,808,234$8.22M0.3%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM607,470$6.85M0.3%−144,627−19.2%ReducedHistory
STOKStoke Therapeutics, Inc.COM642,430$5.93M0.2%−193,400−23.1%ReducedHistory
NUVBNuvation Bio Inc.COM CL A3,031,009$5.82M0.2%00.0%UnchangedHistory
CABACabaletta Bio, Inc.COM464,252$4.29M0.2%−232,125−33.3%ReducedHistory
NVTAInvitae CorpCOM2,280,403$4.24M0.2%00.0%UnchangedHistory
SLGCSomaLogic, Inc.CLASS A COM1,500,000$3.77M0.2%−370,839−19.8%ReducedHistory
TKNOAlpha Teknova, Inc.COM558,099$3.15M0.1%00.0%UnchangedHistory
STXSStereotaxis, Inc.COM NEW1,487,495$3.08M0.1%00.0%UnchangedHistory
GRFSGrifols SASP ADR REP B NVT325,600$2.77M0.1%+325,600NewHistory
STLNStarling Oncology, Inc.COM1,583,158$2.61M0.1%00.0%UnchangedHistory
HOOKHOOKIPA Pharma Inc.COM3,114,768$2.52M0.1%−1,447,480−31.7%ReducedHistory
IVVDInvivyd, Inc.COM1,440,725$2.16M0.1%−480,235−25.0%ReducedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS1,608,089$1.45M0.1%00.0%Unchanged–
SONXSonendo, Inc.COM498,131$1.41M0.1%00.0%UnchangedHistory
BVSBioventus Inc.COM CL A535,950$1.40M0.1%−763,189−58.7%ReducedHistory
XERSXeris Biopharma Holdings, Inc.COM1,046,587$1.39M0.1%00.0%UnchangedHistory
NGNENeurogene Inc.COM1,850,566$941.9K<0.1%−1,586,369−46.2%ReducedHistory
TCRRTCR2 Therapeutics Inc.COM731,379$730.5K<0.1%−363,266−33.2%ReducedHistory
CTSOCytosorbents CorpCOM NEW266,365$412.9K<0.1%00.0%UnchangedHistory
BCELAtreca, Inc.CL A COM442,653$354.4K<0.1%−357,653−44.7%ReducedHistory

Sold out since Q3 2022 (4)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Redmile Group, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
PRTAProthena Corp Public Ltd CoSHS525,575$31.9M1.2%History
SKINSkinHealth Systems Inc.COM CL A2,109,564$24.9M1.0%History
CUTRCutera IncCOM194,573$8.87M0.3%History
HUMHumana IncStock16,961$8.23M0.3%History