Redmile Group, LLC
- SEC CIK
- 0001425738
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 56
- −6 vs. Q4 2024
- Portfolio value
- $1.06B
- −$376.9M (−26.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | 4,398,281 | $141.4M | 13.4% | −151,600−3.3% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 737,675 | $133.0M | 12.6% | −15,500−2.1% | Reduced | History |
| FOLDAmicus Therapeutics, Inc. | COM | 9,533,669 | $77.8M | 7.4% | +2,478,779+35.1% | Added | History |
| ZYMEZymeworks Inc. | COM | 4,788,945 | $57.0M | 5.4% | −51,518−1.1% | Reduced | History |
| NRIXNurix Therapeutics, Inc. | COM | 4,051,927 | $48.1M | 4.5% | −140,700−3.4% | Reduced | History |
| REPLReplimune Group, Inc. | COM | 4,898,527 | $47.8M | 4.5% | −7,000−0.1% | Reduced | History |
| LIVNLivaNova PLC | SHS | 1,014,139 | $39.8M | 3.8% | −29,400−2.8% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 939,277 | $38.0M | 3.6% | −295,932−24.0% | Reduced | History |
| IMNMImmunome Inc. | COM | 5,361,187 | $36.1M | 3.4% | +533,161+11.0% | Added | History |
| RGNXREGENXBIO Inc. | COM | 4,794,780 | $34.3M | 3.2% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 1,610,329 | $31.4M | 3.0% | +81,762+5.3% | Added | History |
| STOKStoke Therapeutics, Inc. | COM | 4,485,981 | $29.8M | 2.8% | −107,648−2.3% | Reduced | History |
| KYMRKymera Therapeutics, Inc. | COM | 983,413 | $26.9M | 2.5% | −117,019−10.6% | Reduced | History |
| ADCTADC Therapeutics SA | SHS | 15,666,731 | $22.1M | 2.1% | 00.0% | Unchanged | History |
| BHVNBiohaven Ltd. | COM | 867,454 | $20.9M | 2.0% | −37,042−4.1% | Reduced | History |
| ABSIAbsci Corp | COM | 8,253,316 | $20.7M | 2.0% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 193,283 | $19.5M | 1.8% | −119,400−38.2% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 3,216,026 | $19.3M | 1.8% | −338,810−9.5% | Reduced | History |
| NGNENeurogene Inc. | COM | 1,308,063 | $15.3M | 1.4% | −11,700−0.9% | Reduced | History |
| ETNB89bio, Inc. | COM | 1,886,444 | $13.7M | 1.3% | −280,732−13.0% | Reduced | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 335,366 | $13.7M | 1.3% | +15,217+4.8% | Added | History |
| ANNXAnnexon, Inc. | COM | 6,300,644 | $12.2M | 1.1% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 590,175 | $10.7M | 1.0% | −25,600−4.2% | Reduced | History |
| FATEFate Therapeutics Inc | COM | 12,872,946 | $10.2M | 1.0% | 00.0% | Unchanged | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 534,600 | $8.76M | 0.8% | −84,700−13.7% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 490,394 | $8.38M | 0.8% | −81,430−14.2% | Reduced | History |
| CBLLCeribell, Inc. | COM | 435,239 | $8.36M | 0.8% | 00.0% | Unchanged | History |
| RAPTRAPT Therapeutics, Inc. | COM | 6,475,317 | $7.90M | 0.7% | 00.0% | Unchanged | History |
| SLDBSolid Biosciences Inc. | COM NEW | 2,019,171 | $7.47M | 0.7% | +1,403,925+228.2% | Added | History |
| PODDInsulet Corp | Stock | 27,109 | $7.12M | 0.7% | +17,550+183.6% | Added | History |
| BNTXBioNTech SE | SPONSORED ADS | 73,071 | $6.65M | 0.6% | −10,400−12.5% | Reduced | History |
| SLNSilence Therapeutics plc | ADS | 2,214,947 | $6.25M | 0.6% | −184,370−7.7% | Reduced | History |
| PENPenumbra Inc | COM | 22,843 | $6.11M | 0.6% | −2,900−11.3% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 56,844 | $5.95M | 0.6% | +56,844 | New | History |
| KROSKeros Therapeutics, Inc. | COM | 552,506 | $5.63M | 0.5% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 1,207,164 | $5.52M | 0.5% | −111,000−8.4% | Reduced | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $5.33M | 0.5% | 00.0% | Unchanged | History |
| STTKShattuck Labs, Inc. | COM | 5,539,724 | $5.26M | 0.5% | 00.0% | Unchanged | History |
| MASIMasimo Corp | COM | 26,062 | $4.34M | 0.4% | +26,062 | New | History |
| PRMEPrime Medicine, Inc. | COM | 2,074,350 | $4.13M | 0.4% | 00.0% | Unchanged | History |
| ORKAOruka Therapeutics, Inc. | COM | 386,963 | $3.97M | 0.4% | −24,765−6.0% | Reduced | History |
| IGMSIGM Biosciences, Inc. | COM | 2,952,131 | $3.39M | 0.3% | 00.0% | Unchanged | History |
| CYTKCytokinetics Inc | COM NEW | 82,098 | $3.30M | 0.3% | −10,500−11.3% | Reduced | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 997,235 | $3.22M | 0.3% | −199,675−16.7% | Reduced | History |
| PLRXPliant Therapeutics, Inc. | COM | 2,053,559 | $2.77M | 0.3% | −841,919−29.1% | Reduced | History |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $2.63M | 0.2% | 00.0% | Unchanged | History |
| ATRAAtara Biotherapeutics, Inc. | COM NEW | 441,701 | $2.62M | 0.2% | 00.0% | Unchanged | History |
| XERSXeris Biopharma Holdings, Inc. | COM | 451,099 | $2.48M | 0.2% | 00.0% | Unchanged | History |
| ALXOAlx Oncology Holdings Inc | COM | 3,640,834 | $2.27M | 0.2% | −48,777−1.3% | Reduced | History |
| RPTXRepare Therapeutics Inc. | COM | 1,884,389 | $1.86M | 0.2% | −31,700−1.7% | Reduced | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,569,793 | $1.81M | 0.2% | +1,445,615+1,164.1% | Added | History |
| ATXSAstria Therapeutics, Inc. | COM | 269,078 | $1.44M | 0.1% | −77,200−22.3% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 2,285,320 | $1.38M | 0.1% | −726,934−24.1% | Reduced | History |
| BOLDBoundless Bio, Inc. | COM | 725,204 | $1.10M | 0.1% | −15,000−2.0% | Reduced | History |
| KLRSKalaris Therapeutics, Inc. | COM | 82,955 | $666.1K | 0.1% | 00.0% | UnchangedConverted for a 1-for-23 split | History |
| ALLKAllakos Inc. | COM | 856,615 | $195.0K | <0.1% | −2,158,482−71.6% | Reduced | History |
Sold out since Q4 2024 (8)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| SYKStryker Corp | Stock | 30,676 | $11.0M | 0.8% | History |
| ISRGIntuitive Surgical Inc | COM NEW | 16,943 | $8.84M | 0.6% | History |
| ARDXArdelyx, Inc. | COM | 1,576,259 | $7.99M | 0.6% | History |
| STXSStereotaxis, Inc. | COM NEW | 1,799,465 | $4.10M | 0.3% | History |
| ACIUAC Immune SA | SHS | 1,034,299 | $2.79M | 0.2% | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $1.83M | 0.1% | – |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 715,607 | $385.5K | <0.1% | History |
| HOOKHOOKIPA Pharma Inc. | COM | 106,376 | $213.8K | <0.1% | History |