Redmile Group
Latest statistics and disclosures from Redmile Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SRRK, KRYS, NRIX, STOK, IMNM, and represent 59.02% of Redmile Group's stock portfolio.
- Added to shares of these 10 stocks: NRIX (+$84M), SRRK (+$58M), ANNX (+$19M), IMNM (+$15M), RAPT (+$11M), DBVT (+$11M), XENE (+$6.0M), REPL (+$5.5M), KRYS, ORIC.
- Started 3 new stock positions in XENE, ORIC, DBVT.
- Reduced shares in these 10 stocks: ZYME (-$85M), LIVN (-$50M), AKRO (-$36M), COGT (-$27M), ETNB (-$22M), KROS (-$8.7M), , RGNX, STOK, XERS.
- Sold out of its positions in AKRO, FOLD, BOLD, ETNB, KROS, PRME, VTYX, XERS, LVTX.
- Redmile Group was a net seller of stock by $-38M.
- Redmile Group has $1.4B in assets under management (AUM), dropping by 32.12%.
- Central Index Key (CIK): 0001425738
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Portfolio Holdings for Redmile Group
Redmile Group holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 16.9 | $230M | +33% | 5.2M | 44.05 |
|
| Krystal Biotech (KRYS) | 12.3 | $167M | +2% | 678k | 246.54 |
|
| Nurix Therapeutics (NRIX) | 11.3 | $154M | +120% | 8.1M | 18.97 |
|
| Stoke Therapeutics (STOK) | 9.4 | $128M | -3% | 4.0M | 31.74 |
|
| Immunome (IMNM) | 9.0 | $123M | +13% | 5.7M | 21.48 |
|
| Regenxbio Inc equity us cm (RGNX) | 4.6 | $63M | -6% | 4.4M | 14.40 |
|
| Adc Therapeutics Sa SHS (ADCT) | 4.1 | $55M | 16M | 3.53 |
|
|
| Cogent Biosciences (COGT) | 3.8 | $51M | -34% | 1.4M | 35.52 |
|
| Annexon (ANNX) | 3.7 | $51M | +59% | 10M | 5.02 |
|
| Beam Therapeutics (BEAM) | 2.6 | $36M | -7% | 1.3M | 27.72 |
|
| Neurogene (NGNE) | 2.2 | $30M | +12% | 1.5M | 20.60 |
|
| Rapt Therapeutics Com New (RAPT) | 2.2 | $30M | +60% | 886k | 33.87 |
|
| Absci Corp (ABSI) | 2.1 | $29M | 8.3M | 3.49 |
|
|
| Nuvation Bio Com Cl A (NUVB) | 2.1 | $28M | +4% | 3.2M | 8.96 |
|
| Ideaya Biosciences (IDYA) | 1.9 | $26M | 742k | 34.57 |
|
|
| Shattuck Labs (STTK) | 1.5 | $20M | 5.5M | 3.65 |
|
|
| Silence Therapeutics Ads (SLN) | 1.0 | $13M | 2.2M | 6.08 |
|
|
| Zymeworks Del (ZYME) | 1.0 | $13M | -86% | 492k | 26.33 |
|
| Fate Therapeutics (FATE) | 0.9 | $13M | 13M | 0.98 |
|
|
| Replimune Group (REPL) | 0.8 | $11M | +105% | 1.1M | 9.72 |
|
| Dbv Technologies S A Sponsored Ads (DBVT) | 0.8 | $11M | NEW | 550k | 19.17 |
|
| Solid Biosciences Com New (SLDB) | 0.8 | $11M | -2% | 1.9M | 5.64 |
|
| Ceribell (CBLL) | 0.7 | $9.5M | 435k | 21.93 |
|
|
| Establishment Labs Holdings Ord (ESTA) | 0.6 | $8.2M | -12% | 113k | 72.88 |
|
| Atara Biotherapeutics Com New (ATRA) | 0.6 | $8.0M | 442k | 18.09 |
|
|
| Celldex Therapeutics Com New (CLDX) | 0.6 | $7.7M | -13% | 283k | 27.16 |
|
| Livanova SHS (LIVN) | 0.5 | $7.3M | -87% | 118k | 61.53 |
|
| Adagio Therapeutics (IVVD) | 0.5 | $6.6M | +17% | 2.7M | 2.47 |
|
| Xenon Pharmaceuticals (XENE) | 0.4 | $6.0M | NEW | 134k | 44.82 |
|
| Repare Therapeutics Ord | 0.3 | $4.1M | 1.6M | 2.60 |
|
|
| Alx Oncology Hldgs (ALXO) | 0.3 | $3.7M | -2% | 3.3M | 1.13 |
|
| Oric Pharmaceuticals (ORIC) | 0.3 | $3.7M | NEW | 448k | 8.18 |
|
| Pliant Therapeutics (PLRX) | 0.1 | $2.0M | 1.6M | 1.22 |
|
|
| Kalaris Therapeutics (KLRS) | 0.1 | $700k | 83k | 8.44 |
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Past Filings by Redmile Group
SEC 13F filings are viewable for Redmile Group going back to 2010
- Redmile Group 2025 Q4 filed Feb. 17, 2026
- 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