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Livermore
Livermore
ZHEN

Redmile Group, LLC

SEC CIK
0001425738
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
34
−6 vs. Q3 2025
Portfolio value
$1.36B
+$330.1M (+32.1%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Redmile Group, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SRRKScholar Rock Holding CorpCOM5,220,846$230.0M16.9%+1,316,390+33.7%AddedHistory
KRYSKrystal Biotech, Inc.COM677,705$167.1M12.3%+16,317+2.5%AddedHistory
NRIXNurix Therapeutics, Inc.COM8,093,908$153.5M11.3%+4,415,514+120.0%AddedHistory
STOKStoke Therapeutics, Inc.COM4,034,070$128.0M9.4%−141,472−3.4%ReducedHistory
IMNMImmunome Inc.COM5,718,385$122.8M9.0%+695,000+13.8%AddedHistory
RGNXREGENXBIO Inc.COM4,368,804$62.9M4.6%−324,585−6.9%ReducedHistory
ADCTADC Therapeutics SASHS15,666,731$55.3M4.1%00.0%UnchangedHistory
COGTCogent Biosciences, Inc.COM1,437,918$51.1M3.8%−771,200−34.9%ReducedHistory
ANNXAnnexon, Inc.COM10,050,644$50.5M3.7%+3,750,000+59.5%AddedHistory
BEAMBeam Therapeutics Inc.COM1,285,859$35.6M2.6%−101,700−7.3%ReducedHistory
NGNENeurogene Inc.COM1,459,599$30.1M2.2%+160,577+12.4%AddedHistory
RAPTRAPT Therapeutics, Inc.COM NEW885,927$30.0M2.2%+333,333+60.3%AddedHistory
ABSIAbsci CorpCOM8,253,316$28.8M2.1%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A3,163,256$28.3M2.1%+132,247+4.4%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM742,017$25.7M1.9%00.0%UnchangedHistory
STTKShattuck Labs, Inc.COM5,539,724$20.2M1.5%00.0%UnchangedHistory
SLNSilence Therapeutics plcADS2,164,777$13.2M1.0%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM491,654$12.9M1.0%−3,214,096−86.7%ReducedHistory
FATEFate Therapeutics IncCOM12,872,946$12.6M0.9%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM1,099,756$10.7M0.8%+563,938+105.2%AddedHistory
DBVTDBV Technologies S.A.SPONSORED ADS549,840$10.5M0.8%+549,840NewHistory
SLDBSolid Biosciences Inc.COM NEW1,860,542$10.5M0.8%−38,800−2.0%ReducedHistory
CBLLCeribell, Inc.COM435,239$9.54M0.7%00.0%UnchangedHistory
ESTAEstablishment Labs Holdings Inc.COM112,664$8.21M0.6%−16,700−12.9%ReducedHistory
ATRAAtara Biotherapeutics, Inc.COM NEW441,701$7.99M0.6%00.0%UnchangedHistory
CLDXCelldex Therapeutics, Inc.COM NEW283,308$7.69M0.6%−43,700−13.4%ReducedHistory
LIVNLivaNova PLCSHS118,054$7.26M0.5%−808,745−87.3%ReducedHistory
IVVDInvivyd, Inc.COM2,681,159$6.62M0.5%+395,839+17.3%AddedHistory
XENEXenon Pharmaceuticals Inc.COM133,882$6.00M0.4%+133,882NewHistory
RPTXRepare Therapeutics Inc.COM1,586,174$4.12M0.3%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM3,264,718$3.69M0.3%−68,265−2.0%ReducedHistory
ORICOric Pharmaceuticals, Inc.COM448,110$3.67M0.3%+448,110NewHistory
PLRXPliant Therapeutics, Inc.COM1,616,228$1.97M0.1%+24,533+1.5%AddedHistory
KLRSKalaris Therapeutics, Inc.COM82,955$700.1K0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (9)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Redmile Group, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
AKROAkero Therapeutics, Inc.COM747,818$35.5M3.5%History
ETNB89bio, Inc.COM1,473,136$21.7M2.1%History
KROSKeros Therapeutics, Inc.COM552,506$8.74M0.9%History
FOLDAmicus Therapeutics, Inc.COM777,178$6.12M0.6%History
XERSXeris Biopharma Holdings, Inc.COM451,099$3.67M0.4%History
VTYXVentyx Biosciences, Inc.COM1,073,386$3.34M0.3%History
LVTXLAVA Therapeutics NVSHS2,074,372$3.24M0.3%History
PRMEPrime Medicine, Inc.COM87,118$482.6K<0.1%History
BOLDBoundless Bio, Inc.COM245,458$301.9K<0.1%History