Redmile Group, LLC
- SEC CIK
- 0001425738
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 39
- +4 vs. Q1 2026
- Portfolio value
- $1.49B
- −$20.6M (−1.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLRXPliant Therapeutics, Inc. | COM | 772,126 | $880.2K | 0.1% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 2,597,759 | $2.27M | 0.2% | −50,900−1.9% | Reduced | History |
| ARDXArdelyx, Inc. | COM | 641,750 | $3.27M | 0.2% | −91,600−12.5% | Reduced | History |
| ORICOric Pharmaceuticals, Inc. | COM | 362,010 | $3.92M | 0.3% | −53,700−12.9% | Reduced | History |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 611,400 | $4.04M | 0.3% | −88,600−12.7% | Reduced | History |
| ATRAAtara Biotherapeutics, Inc. | COM NEW | 441,701 | $5.07M | 0.3% | 00.0% | Unchanged | History |
| PRMEPrime Medicine, Inc. | COM | 1,389,632 | $5.13M | 0.3% | −201,200−12.6% | Reduced | History |
| INSMINSMED Inc | COM PAR $.01 | 51,234 | $5.46M | 0.4% | +51,234 | New | History |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 410,440 | $6.73M | 0.5% | −80,900−16.5% | Reduced | History |
| CBLLCeribell, Inc. | COM | 386,786 | $7.52M | 0.5% | 00.0% | Unchanged | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 88,964 | $7.63M | 0.5% | −14,500−14.0% | Reduced | History |
| LIVNLivaNova PLC | SHS | 93,154 | $7.66M | 0.5% | −15,200−14.0% | Reduced | History |
| ODTXOdyssey Therapeutics, Inc. | COMMON STOCK | 425,000 | $7.95M | 0.5% | +425,000 | New | History |
| AURAAura Biosciences, Inc. | COM | 1,666,667 | $11.8M | 0.8% | +1,666,667 | New | History |
| ADCTADC Therapeutics SA | SHS | 11,526,710 | $12.3M | 0.8% | −3,943,792−25.5% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 491,654 | $12.9M | 0.9% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 229,374 | $13.8M | 0.9% | −33,300−12.7% | Reduced | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 265,169 | $15.2M | 1.0% | +91,310+52.5% | Added | History |
| ALXOAlx Oncology Holdings Inc | COM | 7,392,504 | $15.3M | 1.0% | −571,684−7.2% | Reduced | History |
| CLYMClimb Bio, Inc. | COM | 1,226,330 | $16.0M | 1.1% | +1,226,330 | New | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 433,921 | $16.1M | 1.1% | +172,413+65.9% | Added | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $17.2M | 1.2% | −122,247−3.9% | Reduced | History |
| SLDBSolid Biosciences Inc. | COM NEW | 1,948,695 | $19.5M | 1.3% | −63,200−3.1% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 503,321 | $19.5M | 1.3% | −184,715−26.8% | Reduced | History |
| SLNSilence Therapeutics plc | ADS | 2,164,777 | $23.8M | 1.6% | 00.0% | Unchanged | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 640,202 | $23.9M | 1.6% | +119,085+22.9% | Added | History |
| FATEFate Therapeutics Inc | COM | 12,872,946 | $34.8M | 2.3% | 00.0% | Unchanged | History |
| AGMBAgomAb Therapeutics NV | SPONSORED ADS | 2,733,926 | $35.5M | 2.4% | +2,577,676+1,649.7% | Added | History |
| BEAMBeam Therapeutics Inc. | COM | 1,164,259 | $40.0M | 2.7% | −73,400−5.9% | Reduced | History |
| NGNENeurogene Inc. | COM | 1,412,199 | $44.4M | 3.0% | −47,400−3.2% | Reduced | History |
| STTKShattuck Labs, Inc. | COM | 6,892,033 | $47.8M | 3.2% | +1,352,309+24.4% | Added | History |
| RGNXREGENXBIO Inc. | COM | 4,368,804 | $52.3M | 3.5% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 11,869,877 | $67.8M | 4.6% | −2,679,891−18.4% | Reduced | History |
| ABSIAbsci Corp | COM | 6,739,675 | $78.1M | 5.2% | −1,513,641−18.3% | Reduced | History |
| NRIXNurix Therapeutics, Inc. | COM | 4,073,787 | $98.8M | 6.6% | −3,659,021−47.3% | Reduced | History |
| IMNMImmunome Inc. | COM | 4,911,590 | $104.1M | 7.0% | −647,295−11.6% | Reduced | History |
| STOKStoke Therapeutics, Inc. | COM | 3,945,920 | $129.1M | 8.7% | −218,200−5.2% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 632,005 | $234.9M | 15.8% | −41,500−6.2% | Reduced | History |
| SRRKScholar Rock Holding Corp | COM | 4,311,092 | $237.1M | 15.9% | −4,755,529−52.5% | Reduced | History |