Redmile Group
Latest statistics and disclosures from Redmile Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SRRK, KRYS, STOK, ZYME, ADCT, and represent 47.31% of Redmile Group's stock portfolio.
- Added to shares of these 4 stocks: COGT (+$11M), IDYA (+$8.4M), IMNM, NGNE.
- Reduced shares in these 10 stocks: KYMR (-$35M), REPL (-$17M), HNGE (-$16M), PRME (-$11M), BHVN (-$10M), BSX (-$9.2M), VERV (-$8.3M), ZYME (-$7.6M), PEN, STOK.
- Sold out of its positions in BSX, FDMT, HNGE, IGMS, KYMR, PEN, VERV, BHVN.
- Redmile Group was a net seller of stock by $-119M.
- Redmile Group has $1.0B in assets under management (AUM), dropping by 9.39%.
- Central Index Key (CIK): 0001425738
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Portfolio Holdings for Redmile Group
Redmile Group holds 40 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 14.1 | $145M | 3.9M | 37.24 |
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| Krystal Biotech (KRYS) | 11.4 | $117M | 661k | 176.53 |
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| Stoke Therapeutics (STOK) | 9.5 | $98M | -4% | 4.2M | 23.50 |
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| Zymeworks Del (ZYME) | 6.2 | $63M | -10% | 3.7M | 17.08 |
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| Adc Therapeutics Sa SHS (ADCT) | 6.1 | $63M | 16M | 4.00 |
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| Immunome (IMNM) | 5.7 | $59M | +3% | 5.0M | 11.71 |
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| Livanova SHS (LIVN) | 4.7 | $49M | 927k | 52.38 |
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| Regenxbio Inc equity us cm (RGNX) | 4.4 | $45M | 4.7M | 9.65 |
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| Akero Therapeutics (AKRO) | 3.5 | $36M | -3% | 748k | 47.48 |
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| Nurix Therapeutics (NRIX) | 3.3 | $34M | 3.7M | 9.24 |
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| Beam Therapeutics (BEAM) | 3.3 | $34M | -2% | 1.4M | 24.27 |
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| Cogent Biosciences (COGT) | 3.1 | $32M | +52% | 2.2M | 14.36 |
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| Absci Corp (ABSI) | 2.4 | $25M | 8.3M | 3.04 |
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| Neurogene (NGNE) | 2.2 | $23M | 1.3M | 17.33 |
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| 89bio (ETNB) | 2.1 | $22M | -4% | 1.5M | 14.70 |
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| Ideaya Biosciences (IDYA) | 2.0 | $20M | +71% | 742k | 27.21 |
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| Annexon (ANNX) | 1.9 | $19M | 6.3M | 3.05 |
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| Fate Therapeutics (FATE) | 1.6 | $16M | 13M | 1.26 |
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| Rapt Therapeutics Com New (RAPT) | 1.4 | $14M | -12% | 553k | 25.79 |
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| Shattuck Labs (STTK) | 1.3 | $13M | 5.5M | 2.39 |
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| Solid Biosciences Com New (SLDB) | 1.1 | $12M | 1.9M | 6.17 |
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| Silence Therapeutics Ads (SLN) | 1.1 | $11M | 2.2M | 5.19 |
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| Nuvation Bio Com Cl A (NUVB) | 1.1 | $11M | 3.0M | 3.70 |
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| Keros Therapeutics (KROS) | 0.9 | $8.7M | 553k | 15.82 |
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| Celldex Therapeutics Com New (CLDX) | 0.8 | $8.5M | -4% | 327k | 25.87 |
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| Atara Biotherapeutics Com New (ATRA) | 0.6 | $6.3M | 442k | 14.33 |
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| Amicus Therapeutics (FOLD) | 0.6 | $6.1M | -34% | 777k | 7.88 |
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| Alx Oncology Hldgs (ALXO) | 0.6 | $6.1M | 3.3M | 1.83 |
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| Establishment Labs Holdings Ord (ESTA) | 0.5 | $5.3M | -5% | 129k | 40.99 |
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| Ceribell (CBLL) | 0.5 | $5.0M | 435k | 11.49 |
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| Xeris Pharmaceuticals (XERS) | 0.4 | $3.7M | 451k | 8.14 |
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| Ventyx Biosciences (VTYX) | 0.3 | $3.3M | -3% | 1.1M | 3.11 |
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| Lava Therapeutics Nv SHS (LVTX) | 0.3 | $3.2M | 2.1M | 1.56 |
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| Repare Therapeutics Ord (RPTX) | 0.3 | $2.8M | 1.6M | 1.76 |
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| Adagio Therapeutics (IVVD) | 0.2 | $2.5M | 2.3M | 1.10 |
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| Pliant Therapeutics (PLRX) | 0.2 | $2.4M | -2% | 1.6M | 1.48 |
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| Replimune Group (REPL) | 0.2 | $2.2M | -88% | 536k | 4.19 |
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| Prime Medicine (PRME) | 0.0 | $483k | -95% | 87k | 5.54 |
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| Kalaris Therapeutics (KLRS) | 0.0 | $480k | 83k | 5.78 |
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| Boundless Bio (BOLD) | 0.0 | $302k | -58% | 246k | 1.23 |
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Past Filings by Redmile Group
SEC 13F filings are viewable for Redmile Group going back to 2010
- Redmile Group 2025 Q3 filed Nov. 14, 2025
- Redmile Group 2025 Q2 filed Aug. 14, 2025
- Redmile Group 2025 Q1 filed May 15, 2025
- Redmile Group 2024 Q4 filed Feb. 14, 2025
- Redmile Group 2024 Q3 filed Nov. 14, 2024
- Redmile Group 2024 Q2 filed Aug. 14, 2024
- Redmile Group 2024 Q1 filed May 15, 2024
- Redmile Group 2023 Q4 filed Feb. 14, 2024
- Redmile Group 2023 Q3 filed Nov. 14, 2023
- Redmile Group 2023 Q2 filed Aug. 14, 2023
- Redmile Group 2023 Q1 filed May 15, 2023
- Redmile Group 2022 Q4 filed Feb. 14, 2023
- Redmile Group 2022 Q3 filed Nov. 14, 2022
- Redmile Group 2022 Q2 filed Aug. 15, 2022
- Redmile Group 2022 Q1 filed May 16, 2022
- Redmile Group 2021 Q4 filed Feb. 14, 2022