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