Redmile Group, LLC
- SEC CIK
- 0001425738
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 35
- +1 vs. Q4 2025
- Portfolio value
- $1.51B
- +$152.2M (+11.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | 9,066,621 | $445.7M | 29.5% | +3,845,775+73.7% | Added | History |
| KRYSKrystal Biotech, Inc. | COM | 673,505 | $174.0M | 11.5% | −4,200−0.6% | Reduced | History |
| STOKStoke Therapeutics, Inc. | COM | 4,164,120 | $135.6M | 9.0% | +130,050+3.2% | Added | History |
| IMNMImmunome Inc. | COM | 5,558,885 | $121.6M | 8.1% | −159,500−2.8% | Reduced | History |
| NRIXNurix Therapeutics, Inc. | COM | 7,732,808 | $119.9M | 7.9% | −361,100−4.5% | Reduced | History |
| ANNXAnnexon, Inc. | COM | 14,549,768 | $80.6M | 5.3% | +4,499,124+44.8% | Added | History |
| ADCTADC Therapeutics SA | SHS | 15,470,502 | $58.0M | 3.8% | −196,229−1.3% | Reduced | History |
| RGNXREGENXBIO Inc. | COM | 4,368,804 | $36.6M | 2.4% | 00.0% | Unchanged | History |
| STTKShattuck Labs, Inc. | COM | 5,539,724 | $35.6M | 2.4% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 1,237,659 | $29.5M | 2.0% | −48,200−3.7% | Reduced | History |
| NGNENeurogene Inc. | COM | 1,459,599 | $29.4M | 1.9% | 00.0% | Unchanged | History |
| COGTCogent Biosciences, Inc. | COM | 688,036 | $26.5M | 1.8% | −749,882−52.2% | Reduced | History |
| ABSIAbsci Corp | COM | 8,253,316 | $24.8M | 1.6% | 00.0% | Unchanged | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 521,117 | $17.4M | 1.1% | −220,900−29.8% | Reduced | History |
| ALXOAlx Oncology Holdings Inc | COM | 7,964,188 | $16.0M | 1.1% | +4,699,470+143.9% | Added | History |
| FATEFate Therapeutics Inc | COM | 12,872,946 | $15.4M | 1.0% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 262,674 | $15.3M | 1.0% | +128,792+96.2% | Added | History |
| SLDBSolid Biosciences Inc. | COM NEW | 2,011,895 | $14.5M | 1.0% | +151,353+8.1% | Added | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,153,256 | $13.5M | 0.9% | −10,000−0.3% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 491,654 | $12.3M | 0.8% | 00.0% | Unchanged | History |
| SLNSilence Therapeutics plc | ADS | 2,164,777 | $11.4M | 0.8% | 00.0% | Unchanged | History |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 491,340 | $10.3M | 0.7% | −58,500−10.6% | Reduced | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 173,859 | $9.82M | 0.7% | +173,859 | New | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 261,508 | $8.30M | 0.5% | −21,800−7.7% | Reduced | History |
| CBLLCeribell, Inc. | COM | 386,786 | $7.09M | 0.5% | −48,453−11.1% | Reduced | History |
| LIVNLivaNova PLC | SHS | 108,354 | $6.89M | 0.5% | −9,700−8.2% | Reduced | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 103,464 | $5.87M | 0.4% | −9,200−8.2% | Reduced | History |
| PRMEPrime Medicine, Inc. | COM | 1,590,832 | $5.54M | 0.4% | +1,590,832 | New | History |
| ORICOric Pharmaceuticals, Inc. | COM | 415,710 | $5.27M | 0.3% | −32,400−7.2% | Reduced | History |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 700,000 | $5.07M | 0.3% | +700,000 | New | History |
| ARDXArdelyx, Inc. | COM | 733,350 | $4.39M | 0.3% | +733,350 | New | History |
| IVVDInvivyd, Inc. | COM | 2,648,659 | $3.44M | 0.2% | −32,500−1.2% | Reduced | History |
| ATRAAtara Biotherapeutics, Inc. | COM NEW | 441,701 | $2.09M | 0.1% | 00.0% | Unchanged | History |
| AGMBAgomAb Therapeutics NV | SPONSORED ADS | 156,250 | $1.64M | 0.1% | +156,250 | New | History |
| PLRXPliant Therapeutics, Inc. | COM | 772,126 | $972.9K | 0.1% | −844,102−52.2% | Reduced | History |
Sold out since Q4 2025 (4)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| RAPTRAPT Therapeutics, Inc. | COM NEW | 885,927 | $30.0M | 2.2% | History |
| REPLReplimune Group, Inc. | COM | 1,099,756 | $10.7M | 0.8% | History |
| RPTXRepare Therapeutics Inc. | COM | 1,586,174 | $4.12M | 0.3% | History |
| KLRSKalaris Therapeutics, Inc. | COM | 82,955 | $700.1K | 0.1% | History |