Redmile Group
Latest statistics and disclosures from Redmile Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SRRK, KRYS, STOK, IMNM, NRIX, and represent 66.00% of Redmile Group's stock portfolio.
- Added to shares of these 10 stocks: SRRK (+$189M), ANNX (+$25M), BMRN (+$9.8M), ALXO (+$9.4M), XENE (+$7.5M), PRME (+$5.5M), EPRX (+$5.1M), ARDX, STOK, AgomAb Therapeutics NV.
- Started 5 new stock positions in EPRX, AgomAb Therapeutics NV, PRME, BMRN, ARDX.
- Reduced shares in these 10 stocks: RAPT (-$30M), COGT (-$29M), REPL (-$11M), IDYA (-$7.4M), NRIX (-$5.6M), Repare Therapeutics Ord, IMNM, DBVT, BEAM, KRYS.
- Sold out of its positions in KLRS, RAPT, Repare Therapeutics Ord, REPL.
- Redmile Group was a net buyer of stock by $163M.
- Redmile Group has $1.5B in assets under management (AUM), dropping by 11.21%.
- Central Index Key (CIK): 0001425738
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Portfolio Holdings for Redmile Group
Redmile Group holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 29.5 | $446M | +73% | 9.1M | 49.16 |
|
| Krystal Biotech (KRYS) | 11.5 | $174M | 674k | 258.32 |
|
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| Stoke Therapeutics (STOK) | 9.0 | $136M | +3% | 4.2M | 32.56 |
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| Immunome (IMNM) | 8.1 | $122M | -2% | 5.6M | 21.87 |
|
| Nurix Therapeutics (NRIX) | 7.9 | $120M | -4% | 7.7M | 15.50 |
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| Annexon (ANNX) | 5.3 | $81M | +44% | 15M | 5.54 |
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| Adc Therapeutics Sa SHS (ADCT) | 3.8 | $58M | 16M | 3.75 |
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| Regenxbio Inc equity us cm (RGNX) | 2.4 | $37M | 4.4M | 8.38 |
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| Shattuck Labs (STTK) | 2.4 | $36M | 5.5M | 6.43 |
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| Beam Therapeutics (BEAM) | 2.0 | $30M | -3% | 1.2M | 23.83 |
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| Neurogene (NGNE) | 1.9 | $29M | 1.5M | 20.16 |
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| Cogent Biosciences (COGT) | 1.8 | $27M | -52% | 688k | 38.49 |
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| Absci Corp (ABSI) | 1.6 | $25M | 8.3M | 3.00 |
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| Ideaya Biosciences (IDYA) | 1.1 | $17M | -29% | 521k | 33.32 |
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| Alx Oncology Hldgs (ALXO) | 1.1 | $16M | +143% | 8.0M | 2.00 |
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| Fate Therapeutics (FATE) | 1.0 | $15M | 13M | 1.20 |
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| Xenon Pharmaceuticals (XENE) | 1.0 | $15M | +96% | 263k | 58.15 |
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| Solid Biosciences Com New (SLDB) | 1.0 | $15M | +8% | 2.0M | 7.20 |
|
| Nuvation Bio Com Cl A (NUVB) | 0.9 | $14M | 3.2M | 4.29 |
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| Zymeworks Del (ZYME) | 0.8 | $12M | 492k | 25.04 |
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| Silence Therapeutics Ads (SLN) | 0.8 | $11M | 2.2M | 5.27 |
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| Dbv Technologies S A Sponsored Ads (DBVT) | 0.7 | $10M | -10% | 491k | 20.89 |
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| BioMarin Pharmaceutical (BMRN) | 0.7 | $9.8M | NEW | 174k | 56.49 |
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| Celldex Therapeutics Com New (CLDX) | 0.5 | $8.3M | -7% | 262k | 31.72 |
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| Ceribell (CBLL) | 0.5 | $7.1M | -11% | 387k | 18.33 |
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| Livanova SHS (LIVN) | 0.5 | $6.9M | -8% | 108k | 63.56 |
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| Establishment Labs Holdings Ord (ESTA) | 0.4 | $5.9M | -8% | 104k | 56.78 |
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| Prime Medicine (PRME) | 0.4 | $5.5M | NEW | 1.6M | 3.48 |
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| Oric Pharmaceuticals (ORIC) | 0.3 | $5.3M | -7% | 416k | 12.67 |
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| Eupraxia Pharmaceuticals (EPRX) | 0.3 | $5.1M | NEW | 700k | 7.24 |
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| Ardelyx (ARDX) | 0.3 | $4.4M | NEW | 733k | 5.99 |
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| Adagio Therapeutics (IVVD) | 0.2 | $3.4M | 2.6M | 1.30 |
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| Atara Biotherapeutics Com New (ATRA) | 0.1 | $2.1M | 442k | 4.73 |
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| Agomab Therapeutics Nv Sponsored Ads | 0.1 | $1.6M | NEW | 156k | 10.49 |
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| Pliant Therapeutics (PLRX) | 0.1 | $973k | -52% | 772k | 1.26 |
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Past Filings by Redmile Group
SEC 13F filings are viewable for Redmile Group going back to 2010
- Redmile Group 2026 Q1 filed May 15, 2026
- 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