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

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