Redmile Group, LLC
- SEC CIK
- 0001425738
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 40
- −8 vs. Q2 2025
- Portfolio value
- $1.03B
- +$88.2M (+9.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | 3,904,456 | $145.4M | 14.1% | −24,583−0.6% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 661,388 | $116.8M | 11.4% | −2,083−0.3% | Reduced | History |
| STOKStoke Therapeutics, Inc. | COM | 4,175,542 | $98.1M | 9.5% | −200,389−4.6% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 3,705,750 | $63.3M | 6.2% | −444,877−10.7% | Reduced | History |
| ADCTADC Therapeutics SA | SHS | 15,666,731 | $62.7M | 6.1% | 00.0% | Unchanged | History |
| IMNMImmunome Inc. | COM | 5,023,385 | $58.8M | 5.7% | +151,160+3.1% | Added | History |
| LIVNLivaNova PLC | SHS | 926,799 | $48.5M | 4.7% | −7,472−0.8% | Reduced | History |
| RGNXREGENXBIO Inc. | COM | 4,693,389 | $45.3M | 4.4% | −82,328−1.7% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 747,818 | $35.5M | 3.5% | −26,493−3.4% | Reduced | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,678,394 | $34.0M | 3.3% | −54,494−1.5% | Reduced | History |
| BEAMBeam Therapeutics Inc. | COM | 1,387,559 | $33.7M | 3.3% | −35,852−2.5% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 2,209,118 | $31.7M | 3.1% | +761,078+52.6% | Added | History |
| ABSIAbsci Corp | COM | 8,253,316 | $25.1M | 2.4% | 00.0% | Unchanged | History |
| NGNENeurogene Inc. | COM | 1,299,022 | $22.5M | 2.2% | +22,346+1.8% | Added | History |
| ETNB89bio, Inc. | COM | 1,473,136 | $21.7M | 2.1% | −72,072−4.7% | Reduced | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 742,017 | $20.2M | 2.0% | +309,523+71.6% | Added | History |
| ANNXAnnexon, Inc. | COM | 6,300,644 | $19.2M | 1.9% | 00.0% | Unchanged | History |
| FATEFate Therapeutics Inc | COM | 12,872,946 | $16.2M | 1.6% | 00.0% | Unchanged | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 552,594 | $14.3M | 1.4% | −78,092−12.4% | Reduced | History |
| STTKShattuck Labs, Inc. | COM | 5,539,724 | $13.2M | 1.3% | 00.0% | Unchanged | History |
| SLDBSolid Biosciences Inc. | COM NEW | 1,899,342 | $11.7M | 1.1% | −16,584−0.9% | Reduced | History |
| SLNSilence Therapeutics plc | ADS | 2,164,777 | $11.2M | 1.1% | 00.0% | Unchanged | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $11.2M | 1.1% | 00.0% | Unchanged | History |
| KROSKeros Therapeutics, Inc. | COM | 552,506 | $8.74M | 0.9% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 327,008 | $8.46M | 0.8% | −16,018−4.7% | Reduced | History |
| ATRAAtara Biotherapeutics, Inc. | COM NEW | 441,701 | $6.33M | 0.6% | 00.0% | Unchanged | History |
| FOLDAmicus Therapeutics, Inc. | COM | 777,178 | $6.12M | 0.6% | −411,820−34.6% | Reduced | History |
| ALXOAlx Oncology Holdings Inc | COM | 3,332,983 | $6.10M | 0.6% | −58,472−1.7% | Reduced | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 129,364 | $5.30M | 0.5% | −7,131−5.2% | Reduced | History |
| CBLLCeribell, Inc. | COM | 435,239 | $5.00M | 0.5% | 00.0% | Unchanged | History |
| XERSXeris Biopharma Holdings, Inc. | COM | 451,099 | $3.67M | 0.4% | 00.0% | Unchanged | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,073,386 | $3.34M | 0.3% | −41,143−3.7% | Reduced | History |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $3.24M | 0.3% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 1,586,174 | $2.79M | 0.3% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 2,285,320 | $2.51M | 0.2% | 00.0% | Unchanged | History |
| PLRXPliant Therapeutics, Inc. | COM | 1,591,695 | $2.36M | 0.2% | −40,882−2.5% | Reduced | History |
| REPLReplimune Group, Inc. | COM | 535,818 | $2.25M | 0.2% | −4,128,973−88.5% | Reduced | History |
| PRMEPrime Medicine, Inc. | COM | 87,118 | $482.6K | <0.1% | −1,987,232−95.8% | Reduced | History |
| KLRSKalaris Therapeutics, Inc. | COM | 82,955 | $479.5K | <0.1% | 00.0% | Unchanged | History |
| BOLDBoundless Bio, Inc. | COM | 245,458 | $301.9K | <0.1% | −343,576−58.3% | Reduced | History |
Sold out since Q2 2025 (8)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| KYMRKymera Therapeutics, Inc. | COM | 803,289 | $35.1M | 3.7% | History |
| HNGEHinge Health, Inc. | CL A | 300,000 | $15.5M | 1.7% | History |
| BHVNBiohaven Ltd. | COM | 729,515 | $10.3M | 1.1% | History |
| BSXBoston Scientific Corp | Stock | 85,301 | $9.16M | 1.0% | History |
| VERVVerve Therapeutics, Inc. | COM | 740,261 | $8.31M | 0.9% | History |
| PENPenumbra Inc | COM | 18,818 | $4.83M | 0.5% | History |
| IGMSIGM Biosciences, Inc. | COM | 2,952,131 | $3.31M | 0.4% | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 112,168 | $416.1K | <0.1% | History |