Redmile Group, LLC
- SEC CIK
- 0001425738
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 76
- +7 vs. Q4 2022
- Portfolio value
- $2.30B
- −$140.0M (−5.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FOLDAmicus Therapeutics, Inc. | COM | 18,346,861 | $203.5M | 8.8% | −1,902,928−9.4% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 1,913,280 | $153.2M | 6.6% | +16,635+0.9% | Added | History |
| ISEEIVERIC bio, Inc. | COM | 4,205,206 | $102.3M | 4.4% | −296,905−6.6% | Reduced | History |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 5,582,105 | $86.2M | 3.7% | +1,988,788+55.3% | Added | History |
| AKROAkero Therapeutics, Inc. | COM | 2,044,389 | $78.2M | 3.4% | −588,523−22.4% | Reduced | History |
| PLRXPliant Therapeutics, Inc. | COM | 2,925,648 | $77.8M | 3.4% | −952,951−24.6% | Reduced | History |
| FATEFate Therapeutics Inc | COM | 12,957,222 | $73.9M | 3.2% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 2,410,769 | $71.4M | 3.1% | −263,068−9.8% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,879,739 | $67.6M | 2.9% | −97,712−4.9% | Reduced | History |
| REPLReplimune Group, Inc. | COM | 3,811,988 | $67.3M | 2.9% | −1,019,721−21.1% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 6,067,918 | $54.9M | 2.4% | −108,000−1.7% | Reduced | History |
| PENPenumbra Inc | COM | 187,992 | $52.4M | 2.3% | −33,817−15.2% | Reduced | History |
| LIVNLivaNova PLC | SHS | 1,186,418 | $51.7M | 2.2% | +80,009+7.2% | Added | History |
| BEAMBeam Therapeutics Inc. | COM | 1,612,094 | $49.4M | 2.1% | −158,493−9.0% | Reduced | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 335,159 | $49.0M | 2.1% | +16,214+5.1% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 130,540 | $48.6M | 2.1% | −17,977−12.1% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 1,325,832 | $47.5M | 2.1% | −1,034,582−43.8% | Reduced | History |
| IGMSIGM Biosciences, Inc. | COM | 3,334,355 | $45.8M | 2.0% | 00.0% | Unchanged | History |
| OSHOak Street Health, Inc. | COM | 1,061,295 | $41.1M | 1.8% | −359,322−25.3% | Reduced | History |
| CTLTCatalent, Inc. | COM | 610,304 | $40.1M | 1.7% | +610,304 | New | History |
| DXCMDexcom Inc | COM | 336,048 | $39.0M | 1.7% | +336,048 | New | History |
| SYKStryker Corp | Stock | 136,464 | $39.0M | 1.7% | +30,584+28.9% | Added | History |
| STOKStoke Therapeutics, Inc. | COM | 4,145,396 | $34.5M | 1.5% | +3,502,966+545.3% | Added | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 335,170 | $32.6M | 1.4% | +335,170 | New | History |
| SRPTSarepta Therapeutics, Inc. | COM | 231,595 | $31.9M | 1.4% | +231,595 | New | History |
| BMYBristol Myers Squibb Co | Stock | 449,442 | $31.2M | 1.4% | +449,442 | New | History |
| RGNXREGENXBIO Inc. | COM | 1,640,725 | $31.0M | 1.3% | −272,787−14.3% | Reduced | History |
| IMGNImmunoGen, Inc. | COM | 8,046,217 | $30.9M | 1.3% | −486,600−5.7% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 66,398 | $30.5M | 1.3% | +27,428+70.4% | Added | History |
| VTYXVentyx Biosciences, Inc. | COM | 815,774 | $27.3M | 1.2% | −79,200−8.8% | Reduced | History |
| TRDAEntrada Therapeutics, Inc. | COM | 1,831,608 | $26.6M | 1.2% | −22,500−1.2% | Reduced | History |
| ADCTADC Therapeutics SA | SHS | 13,565,249 | $26.5M | 1.1% | +5,974,400+78.7% | Added | History |
| HUMHumana Inc | Stock | 52,079 | $25.3M | 1.1% | +52,079 | New | History |
| AUGXAugmedix, Inc. | COM | 14,380,327 | $25.0M | 1.1% | 00.0% | Unchanged | History |
| SRRKScholar Rock Holding Corp | COM | 3,124,226 | $25.0M | 1.1% | +1,028,406+49.1% | Added | History |
| RPTXRepare Therapeutics Inc. | COM | 2,533,050 | $24.9M | 1.1% | −151,346−5.6% | Reduced | History |
| PRMEPrime Medicine, Inc. | COM | 1,992,843 | $24.5M | 1.1% | −216,507−9.8% | Reduced | History |
| NRIXNurix Therapeutics, Inc. | COM | 2,749,384 | $24.4M | 1.1% | −251,400−8.4% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 901,932 | $23.4M | 1.0% | −40,593−4.3% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 115,328 | $23.3M | 1.0% | +115,328 | New | History |
| IMVTImmunovant, Inc. | COM | 1,317,031 | $20.4M | 0.9% | +228,900+21.0% | Added | History |
| GRTSGritstone bio, Inc. | COM | 6,926,926 | $19.3M | 0.8% | −4,534−0.1% | Reduced | History |
| CNCCentene Corp | Stock | 277,351 | $17.5M | 0.8% | −3,909−1.4% | Reduced | History |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $16.5M | 0.7% | 00.0% | Unchanged | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 5,612,056 | $16.3M | 0.7% | −630,700−10.1% | Reduced | History |
| VERVVerve Therapeutics, Inc. | COM | 1,120,679 | $16.2M | 0.7% | −101,224−8.3% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 71,657 | $14.3M | 0.6% | +71,657 | New | History |
| ABSIAbsci Corp | COM | 8,031,094 | $14.1M | 0.6% | 00.0% | Unchanged | History |
| ETNB89bio, Inc. | COM | 900,000 | $13.7M | 0.6% | +900,000 | New | History |
| ANNXAnnexon, Inc. | COM | 3,503,190 | $13.5M | 0.6% | 00.0% | Unchanged | History |
| RAPTRAPT Therapeutics, Inc. | COM | 688,132 | $12.6M | 0.5% | −96,700−12.3% | Reduced | History |
| ALLKAllakos Inc. | COM | 2,286,177 | $10.2M | 0.4% | −259,098−10.2% | Reduced | History |
| MDVLMedAvail Holdings, Inc. | COM | 34,604,516 | $9.92M | 0.4% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 171,780 | $8.59M | 0.4% | +171,780 | New | History |
| ILMNIllumina, Inc. | COM | 33,496 | $7.79M | 0.3% | +33,496 | New | History |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $7.52M | 0.3% | 00.0% | Unchanged | History |
| SNCEScience 37 Holdings, Inc. | COM | 19,808,234 | $5.58M | 0.2% | 00.0% | Unchanged | History |
| GRFSGrifols SA | SP ADR REP B NVT | 720,784 | $5.31M | 0.2% | +395,184+121.4% | Added | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $5.03M | 0.2% | 00.0% | Unchanged | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,870,839 | $4.77M | 0.2% | +370,839+24.7% | Added | History |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $3.44M | 0.1% | −741,824−26.3% | Reduced | History |
| NVTAInvitae Corp | COM | 2,280,403 | $3.08M | 0.1% | 00.0% | Unchanged | History |
| STXSStereotaxis, Inc. | COM NEW | 1,487,495 | $3.03M | 0.1% | 00.0% | Unchanged | History |
| ALXOAlx Oncology Holdings Inc | COM | 586,977 | $2.65M | 0.1% | −20,493−3.4% | Reduced | History |
| CABACabaletta Bio, Inc. | COM | 274,252 | $2.27M | 0.1% | −190,000−40.9% | Reduced | History |
| HOOKHOOKIPA Pharma Inc. | COM | 2,552,949 | $1.88M | 0.1% | −561,819−18.0% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 1,440,725 | $1.73M | 0.1% | 00.0% | Unchanged | History |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $1.71M | 0.1% | 00.0% | Unchanged | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $1.54M | 0.1% | 00.0% | Unchanged | – |
| NGNENeurogene Inc. | COM | 1,847,600 | $1.29M | 0.1% | −2,966−0.2% | Reduced | History |
| TKNOAlpha Teknova, Inc. | COM | 373,244 | $1.10M | <0.1% | −184,855−33.1% | Reduced | History |
| SONXSonendo, Inc. | COM | 498,131 | $996.3K | <0.1% | 00.0% | Unchanged | History |
| TCRRTCR2 Therapeutics Inc. | COM | 658,336 | $987.5K | <0.1% | −73,043−10.0% | Reduced | History |
| CTSOCytosorbents Corp | COM NEW | 181,639 | $612.1K | <0.1% | −84,726−31.8% | Reduced | History |
| BCELAtreca, Inc. | CL A COM | 442,653 | $504.6K | <0.1% | 00.0% | Unchanged | History |
| STLNStarling Oncology, Inc. | COM | 318,082 | $215.6K | <0.1% | −1,265,076−79.9% | Reduced | History |
Sold out since Q4 2022 (4)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| ONEM1Life Healthcare Inc | COM | 2,326,625 | $38.9M | 1.6% | History |
| RVMDRevolution Medicines, Inc. | COM | 625,000 | $14.9M | 0.6% | History |
| IONSIonis Pharmaceuticals Inc | COM | 266,187 | $10.1M | 0.4% | History |
| BVSBioventus Inc. | COM CL A | 535,950 | $1.40M | 0.1% | History |