Redmile Group, LLC
- SEC CIK
- 0001425738
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 48
- −8 vs. Q1 2025
- Portfolio value
- $939.6M
- −$118.4M (−11.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KLRSKalaris Therapeutics, Inc. | COM | 82,955 | $221.5K | <0.1% | 00.0% | Unchanged | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 112,168 | $416.1K | <0.1% | −885,067−88.8% | Reduced | History |
| BOLDBoundless Bio, Inc. | COM | 589,034 | $594.9K | 0.1% | −136,170−18.8% | Reduced | History |
| ALXOAlx Oncology Holdings Inc | COM | 3,391,455 | $1.41M | 0.1% | −249,379−6.8% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 2,285,320 | $1.63M | 0.2% | 00.0% | Unchanged | History |
| PLRXPliant Therapeutics, Inc. | COM | 1,632,577 | $1.89M | 0.2% | −420,982−20.5% | Reduced | History |
| XERSXeris Biopharma Holdings, Inc. | COM | 451,099 | $2.11M | 0.2% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 1,586,174 | $2.20M | 0.2% | −298,215−15.8% | Reduced | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,114,529 | $2.39M | 0.3% | −455,264−29.0% | Reduced | History |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $2.74M | 0.3% | 00.0% | Unchanged | History |
| IGMSIGM Biosciences, Inc. | COM | 2,952,131 | $3.31M | 0.4% | 00.0% | Unchanged | History |
| ATRAAtara Biotherapeutics, Inc. | COM NEW | 441,701 | $3.41M | 0.4% | 00.0% | Unchanged | History |
| STTKShattuck Labs, Inc. | COM | 5,539,724 | $4.39M | 0.5% | 00.0% | Unchanged | History |
| PENPenumbra Inc | COM | 18,818 | $4.83M | 0.5% | −4,025−17.6% | Reduced | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 630,686 | $5.05M | 0.5% | +630,686 | New | History |
| PRMEPrime Medicine, Inc. | COM | 2,074,350 | $5.12M | 0.5% | 00.0% | Unchanged | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 136,495 | $5.83M | 0.6% | −198,871−59.3% | Reduced | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $5.91M | 0.6% | 00.0% | Unchanged | History |
| FOLDAmicus Therapeutics, Inc. | COM | 1,188,998 | $6.81M | 0.7% | −8,344,671−87.5% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 343,026 | $6.98M | 0.7% | −247,149−41.9% | Reduced | History |
| KROSKeros Therapeutics, Inc. | COM | 552,506 | $7.38M | 0.8% | 00.0% | Unchanged | History |
| CBLLCeribell, Inc. | COM | 435,239 | $8.15M | 0.9% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 740,261 | $8.31M | 0.9% | −466,903−38.7% | Reduced | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 432,494 | $9.09M | 1.0% | −102,106−19.1% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 85,301 | $9.16M | 1.0% | −107,982−55.9% | Reduced | History |
| SLDBSolid Biosciences Inc. | COM NEW | 1,915,926 | $9.33M | 1.0% | −103,245−5.1% | Reduced | History |
| BHVNBiohaven Ltd. | COM | 729,515 | $10.3M | 1.1% | −137,939−15.9% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 1,448,040 | $10.4M | 1.1% | −1,767,986−55.0% | Reduced | History |
| SLNSilence Therapeutics plc | ADS | 2,164,777 | $12.6M | 1.3% | −50,170−2.3% | Reduced | History |
| FATEFate Therapeutics Inc | COM | 12,872,946 | $14.4M | 1.5% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 6,300,644 | $15.1M | 1.6% | 00.0% | Unchanged | History |
| ETNB89bio, Inc. | COM | 1,545,208 | $15.2M | 1.6% | −341,236−18.1% | Reduced | History |
| HNGEHinge Health, Inc. | CL A | 300,000 | $15.5M | 1.7% | +300,000 | New | History |
| NGNENeurogene Inc. | COM | 1,276,676 | $19.1M | 2.0% | −31,387−2.4% | Reduced | History |
| ABSIAbsci Corp | COM | 8,253,316 | $21.2M | 2.3% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 1,423,411 | $24.2M | 2.6% | −186,918−11.6% | Reduced | History |
| KYMRKymera Therapeutics, Inc. | COM | 803,289 | $35.1M | 3.7% | −180,124−18.3% | Reduced | History |
| RGNXREGENXBIO Inc. | COM | 4,775,717 | $39.2M | 4.2% | −19,063−0.4% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 774,311 | $41.3M | 4.4% | −164,966−17.6% | Reduced | History |
| ADCTADC Therapeutics SA | SHS | 15,666,731 | $42.0M | 4.5% | 00.0% | Unchanged | History |
| LIVNLivaNova PLC | SHS | 934,271 | $42.1M | 4.5% | −79,868−7.9% | Reduced | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,732,888 | $42.5M | 4.5% | −319,039−7.9% | Reduced | History |
| REPLReplimune Group, Inc. | COM | 4,664,791 | $43.3M | 4.6% | −233,736−4.8% | Reduced | History |
| IMNMImmunome Inc. | COM | 4,872,225 | $45.3M | 4.8% | −488,962−9.1% | Reduced | History |
| STOKStoke Therapeutics, Inc. | COM | 4,375,931 | $49.7M | 5.3% | −110,050−2.5% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 4,150,627 | $52.1M | 5.5% | −638,318−13.3% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 663,471 | $91.2M | 9.7% | −74,204−10.1% | Reduced | History |
| SRRKScholar Rock Holding Corp | COM | 3,929,039 | $139.2M | 14.8% | −469,242−10.7% | Reduced | History |
Sold out since Q1 2025 (10)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| IMVTImmunovant, Inc. | COM | 490,394 | $8.38M | 0.8% | History |
| RAPTRAPT Therapeutics, Inc. | COM | 6,475,317 | $7.90M | 0.7% | History |
| PODDInsulet Corp | Stock | 27,109 | $7.12M | 0.7% | History |
| BNTXBioNTech SE | SPONSORED ADS | 73,071 | $6.65M | 0.6% | History |
| IRTCiRhythm Holdings, Inc. | COM | 56,844 | $5.95M | 0.6% | History |
| MASIMasimo Corp | COM | 26,062 | $4.34M | 0.4% | History |
| ORKAOruka Therapeutics, Inc. | COM | 386,963 | $3.97M | 0.4% | History |
| CYTKCytokinetics Inc | COM NEW | 82,098 | $3.30M | 0.3% | History |
| ATXSAstria Therapeutics, Inc. | COM | 269,078 | $1.44M | 0.1% | History |
| ALLKAllakos Inc. | COM | 856,615 | $195.0K | <0.1% | History |