Redmile Group, LLC
- SEC CIK
- 0001425738
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 77
- +7 vs. Q4 2023
- Portfolio value
- $2.72B
- −$71.4M (−2.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KRYSKrystal Biotech, Inc. | COM | 1,508,250 | $268.4M | 9.8% | −224,939−13.0% | Reduced | History |
| FOLDAmicus Therapeutics, Inc. | COM | 13,257,286 | $156.2M | 5.7% | −1,571,035−10.6% | Reduced | History |
| IMNMImmunome Inc. | COM | 4,889,554 | $120.7M | 4.4% | +1,010,139+26.0% | Added | History |
| SRRKScholar Rock Holding Corp | COM | 6,419,610 | $114.0M | 4.2% | +17,105+0.3% | Added | History |
| FATEFate Therapeutics Inc | COM | 13,169,057 | $96.7M | 3.5% | 00.0% | Unchanged | History |
| RGNXREGENXBIO Inc. | COM | 4,551,556 | $95.9M | 3.5% | +790,866+21.0% | Added | History |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 5,296,643 | $83.3M | 3.1% | +495,103+10.3% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 1,734,089 | $69.7M | 2.6% | −89,867−4.9% | Reduced | History |
| ADCTADC Therapeutics SA | SHS | 15,269,217 | $68.6M | 2.5% | −59,100−0.4% | Reduced | History |
| STOKStoke Therapeutics, Inc. | COM | 5,073,049 | $68.5M | 2.5% | +2,447,543+93.2% | Added | History |
| AUGXAugmedix, Inc. | COM | 16,380,327 | $67.0M | 2.5% | 00.0% | Unchanged | History |
| NRIXNurix Therapeutics, Inc. | COM | 4,483,016 | $65.9M | 2.4% | +1,226,497+37.7% | Added | History |
| BHVNBiohaven Ltd. | COM | 1,163,241 | $63.6M | 2.3% | −281,124−19.5% | Reduced | History |
| BEAMBeam Therapeutics Inc. | COM | 1,879,617 | $62.1M | 2.3% | +449,834+31.5% | Added | History |
| ZYMEZymeworks Inc. | COM | 5,560,798 | $58.5M | 2.1% | −229,432−4.0% | Reduced | History |
| LIVNLivaNova PLC | SHS | 1,037,780 | $58.1M | 2.1% | −99,288−8.7% | Reduced | History |
| STTKShattuck Labs, Inc. | COM | 5,615,489 | $50.2M | 1.8% | −4,425−0.1% | Reduced | History |
| ALXOAlx Oncology Holdings Inc | COM | 4,326,509 | $48.2M | 1.8% | +667,245+18.2% | Added | History |
| NGNENeurogene Inc. | COM | 935,252 | $47.6M | 1.7% | −11,645−1.2% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 1,858,702 | $47.0M | 1.7% | +749,226+67.5% | Added | History |
| ABSIAbsci Corp | COM | 8,253,316 | $46.9M | 1.7% | +222,222+2.8% | Added | History |
| PLRXPliant Therapeutics, Inc. | COM | 3,097,220 | $46.1M | 1.7% | +400,572+14.9% | Added | History |
| SLNSilence Therapeutics plc | ADS | 2,027,669 | $43.8M | 1.6% | +2,027,669 | New | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 922,678 | $40.5M | 1.5% | −13,185−1.4% | Reduced | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 1,261,427 | $40.2M | 1.5% | +1,261,427 | New | History |
| ANNXAnnexon, Inc. | COM | 5,503,190 | $39.5M | 1.4% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 560,926 | $38.4M | 1.4% | −132,274−19.1% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 896,454 | $37.6M | 1.4% | −97,349−9.8% | Reduced | History |
| KROSKeros Therapeutics, Inc. | COM | 552,506 | $36.6M | 1.3% | +552,506 | New | History |
| CTLTCatalent, Inc. | COM | 632,464 | $35.7M | 1.3% | −468,002−42.5% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 969,621 | $31.3M | 1.1% | −7,451−0.8% | Reduced | History |
| REPLReplimune Group, Inc. | COM | 3,729,983 | $30.5M | 1.1% | −135,275−3.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 262,371 | $29.8M | 1.1% | −3,129−1.2% | Reduced | History |
| IGMSIGM Biosciences, Inc. | COM | 3,072,478 | $29.6M | 1.1% | +100,936+3.4% | Added | History |
| ALGNAlign Technology Inc | COM | 87,255 | $28.6M | 1.1% | +37,173+74.2% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 3,962,602 | $26.6M | 1.0% | +1,048,580+36.0% | Added | History |
| ETNB89bio, Inc. | COM | 2,264,566 | $26.4M | 1.0% | +295,164+15.0% | Added | History |
| CICigna Group | Stock | 65,435 | $23.8M | 0.9% | +65,435 | New | History |
| EVHEvolent Health, Inc. | CL A | 679,172 | $22.3M | 0.8% | −156,365−18.7% | Reduced | History |
| VERVVerve Therapeutics, Inc. | COM | 1,604,515 | $21.3M | 0.8% | −114,154−6.6% | Reduced | History |
| TRDAEntrada Therapeutics, Inc. | COM | 1,283,735 | $18.2M | 0.7% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 52,487 | $17.5M | 0.6% | −13,613−20.6% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 31,223 | $16.2M | 0.6% | +8,144+35.3% | Added | History |
| ARDXArdelyx, Inc. | COM | 2,194,560 | $16.0M | 0.6% | +2,194,560 | New | History |
| BOLDBoundless Bio, Inc. | COM | 1,114,034 | $15.9M | 0.6% | +1,114,034 | New | History |
| SYKStryker Corp | Stock | 43,246 | $15.5M | 0.6% | −9,895−18.6% | Reduced | History |
| GRTSGritstone bio, Inc. | COM | 5,755,075 | $14.8M | 0.5% | −117,530−2.0% | Reduced | History |
| PRMEPrime Medicine, Inc. | COM | 2,074,350 | $14.5M | 0.5% | +750,000+56.6% | Added | History |
| ICLRIcon PLC | COM | 36,949 | $12.4M | 0.5% | +36,949 | New | History |
| PGNYProgyny, Inc. | COM | 320,864 | $12.2M | 0.4% | +320,864 | New | History |
| VTYXVentyx Biosciences, Inc. | COM | 2,164,126 | $11.9M | 0.4% | +1,956,923+944.4% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 29,546 | $11.8M | 0.4% | −24,712−45.5% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 161,600 | $11.3M | 0.4% | +161,600 | New | History |
| DGXQuest Diagnostics Inc | COM | 83,849 | $11.2M | 0.4% | +83,849 | New | History |
| MCKMcKesson Corp | Stock | 20,707 | $11.1M | 0.4% | +20,707 | New | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $11.0M | 0.4% | 00.0% | Unchanged | History |
| ELANElanco Animal Health Inc | COM | 676,039 | $11.0M | 0.4% | +676,039 | New | History |
| BPMCBlueprint Medicines Corp | COM | 113,060 | $10.7M | 0.4% | +113,060 | New | History |
| PENPenumbra Inc | COM | 44,613 | $9.96M | 0.4% | −50,629−53.2% | Reduced | History |
| RPTXRepare Therapeutics Inc. | COM | 2,016,302 | $9.50M | 0.3% | −132,446−6.2% | Reduced | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 155,000 | $9.11M | 0.3% | +155,000 | New | History |
| STXSStereotaxis, Inc. | COM NEW | 3,308,798 | $8.64M | 0.3% | −93,645−2.8% | Reduced | History |
| CABACabaletta Bio, Inc. | COM | 442,826 | $7.55M | 0.3% | −931,363−67.8% | Reduced | History |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $6.91M | 0.3% | 00.0% | Unchanged | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 9,263,309 | $6.43M | 0.2% | +156,863+1.7% | Added | History |
| IVVDInvivyd, Inc. | COM | 1,440,725 | $6.40M | 0.2% | 00.0% | Unchanged | History |
| RAPTRAPT Therapeutics, Inc. | COM | 662,398 | $5.95M | 0.2% | +295,622+80.6% | Added | History |
| ACIUAC Immune SA | SHS | 2,007,031 | $5.94M | 0.2% | +7,031+0.4% | Added | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 114,341 | $5.82M | 0.2% | +114,341 | New | History |
| ALLKAllakos Inc. | COM | 3,451,076 | $4.35M | 0.2% | −219,371−6.0% | Reduced | History |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $2.31M | 0.1% | 00.0% | Unchanged | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $2.01M | 0.1% | 00.0% | Unchanged | – |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $1.44M | 0.1% | 00.0% | Unchanged | History |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 715,607 | $1.13M | <0.1% | 00.0% | Unchanged | History |
| LABStandard Biotools Inc. | COM | 411,631 | $1.12M | <0.1% | +411,631 | New | History |
| HOOKHOOKIPA Pharma Inc. | COM | 1,063,769 | $757.4K | <0.1% | 00.0% | Unchanged | History |
| TKNOAlpha Teknova, Inc. | COM | 171,453 | $433.8K | <0.1% | +10,448+6.5% | Added | History |
Sold out since Q4 2023 (9)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| IMGNImmunoGen, Inc. | COM | 16,423,922 | $487.0M | 17.4% | History |
| RYZBRayzeBio, Inc. | COM | 1,857,706 | $115.5M | 4.1% | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 142,500 | $67.7M | 2.4% | History |
| CRLCharles River Laboratories International, Inc. | COM | 86,782 | $20.5M | 0.7% | History |
| SNCEScience 37 Holdings, Inc. | COM NEW | 990,412 | $5.29M | 0.2% | History |
| MDVLMedAvail Holdings, Inc. | COM NEW | 692,082 | $3.05M | 0.1% | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 370,839 | $938.2K | <0.1% | History |
| NVTAInvitae Corp | COM | 1,474,026 | $923.9K | <0.1% | History |
| BCELAtreca, Inc. | CL A COM | 442,653 | $58.4K | <0.1% | History |