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 53.98% of Redmile Group's stock portfolio.
- Added to shares of these 9 stocks: AGMB (+$34M), CLYM (+$16M), AURA (+$12M), STTK (+$9.4M), Odyssey Therapeutics (+$8.0M), CLDX (+$6.4M), INSM (+$5.5M), BMRN (+$5.2M), IDYA.
- Started 4 new stock positions in CLYM, Odyssey Therapeutics, AURA, INSM.
- Reduced shares in these 10 stocks: SRRK (-$262M), NRIX (-$89M), ABSI (-$18M), KRYS (-$15M), ANNX (-$15M), IMNM (-$14M), COGT (-$7.1M), STOK (-$7.1M), ADCT, BEAM.
- Redmile Group was a net seller of stock by $-345M.
- Redmile Group has $1.5B in assets under management (AUM), dropping by -1.37%.
- Central Index Key (CIK): 0001425738
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Portfolio Holdings for Redmile Group
Redmile Group holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 15.9 | $237M | -52% | 4.3M | 55.00 |
|
| Krystal Biotech (KRYS) | 15.8 | $235M | -6% | 632k | 371.67 |
|
| Stoke Therapeutics (STOK) | 8.7 | $129M | -5% | 3.9M | 32.72 |
|
| Immunome (IMNM) | 7.0 | $104M | -11% | 4.9M | 21.19 |
|
| Nurix Therapeutics (NRIX) | 6.6 | $99M | -47% | 4.1M | 24.26 |
|
| Absci Corp (ABSI) | 5.2 | $78M | -18% | 6.7M | 11.59 |
|
| Annexon (ANNX) | 4.6 | $68M | -18% | 12M | 5.71 |
|
| Regenxbio Inc equity us cm (RGNX) | 3.5 | $52M | 4.4M | 11.98 |
|
|
| Shattuck Labs (STTK) | 3.2 | $48M | +24% | 6.9M | 6.94 |
|
| Neurogene (NGNE) | 3.0 | $44M | -3% | 1.4M | 31.45 |
|
| Beam Therapeutics (BEAM) | 2.7 | $40M | -5% | 1.2M | 34.32 |
|
| Agomab Therapeutics Nv Sponsored Ads (AGMB) | 2.4 | $36M | +1649% | 2.7M | 12.98 |
|
| Fate Therapeutics (FATE) | 2.3 | $35M | 13M | 2.70 |
|
|
| Ideaya Biosciences (IDYA) | 1.6 | $24M | +22% | 640k | 37.27 |
|
| Silence Therapeutics Ads (SLN) | 1.6 | $24M | 2.2M | 10.98 |
|
|
| Cogent Biosciences (COGT) | 1.3 | $20M | -26% | 503k | 38.70 |
|
| Solid Biosciences Com New (SLDB) | 1.3 | $20M | -3% | 1.9M | 9.99 |
|
| Nuvation Bio Com Cl A (NUVB) | 1.2 | $17M | -3% | 3.0M | 5.68 |
|
| Celldex Therapeutics Com New (CLDX) | 1.1 | $16M | +65% | 434k | 37.21 |
|
| Eliem Therapeutics (CLYM) | 1.1 | $16M | NEW | 1.2M | 13.04 |
|
| Alx Oncology Hldgs (ALXO) | 1.0 | $15M | -7% | 7.4M | 2.07 |
|
| BioMarin Pharmaceutical (BMRN) | 1.0 | $15M | +52% | 265k | 57.22 |
|
| Xenon Pharmaceuticals (XENE) | 0.9 | $14M | -12% | 229k | 60.36 |
|
| Zymeworks Del (ZYME) | 0.9 | $13M | 492k | 26.14 |
|
|
| Adc Therapeutics Sa SHS (ADCT) | 0.8 | $12M | -25% | 12M | 1.07 |
|
| Aura Biosciences (AURA) | 0.8 | $12M | NEW | 1.7M | 7.10 |
|
| Odyssey Therapeutics Common Stock | 0.5 | $8.0M | NEW | 425k | 18.71 |
|
| Livanova SHS (LIVN) | 0.5 | $7.7M | -14% | 93k | 82.23 |
|
| Establishment Labs Holdings Ord (ESTA) | 0.5 | $7.6M | -14% | 89k | 85.81 |
|
| Ceribell (CBLL) | 0.5 | $7.5M | 387k | 19.45 |
|
|
| Dbv Technologies S A Sponsored Ads (DBVT) | 0.5 | $6.7M | -16% | 410k | 16.40 |
|
| Insmed Com Par $.01 (INSM) | 0.4 | $5.5M | NEW | 51k | 106.62 |
|
| Prime Medicine (PRME) | 0.3 | $5.1M | -12% | 1.4M | 3.69 |
|
| Atara Biotherapeutics Com New (ATRA) | 0.3 | $5.1M | 442k | 11.48 |
|
|
| Eupraxia Pharmaceuticals (EPRX) | 0.3 | $4.0M | -12% | 611k | 6.61 |
|
| Oric Pharmaceuticals (ORIC) | 0.3 | $3.9M | -12% | 362k | 10.83 |
|
| Ardelyx (ARDX) | 0.2 | $3.3M | -12% | 642k | 5.10 |
|
| Adagio Therapeutics (IVVD) | 0.2 | $2.3M | 2.6M | 0.87 |
|
|
| Pliant Therapeutics (PLRX) | 0.1 | $880k | 772k | 1.14 |
|
Past Filings by Redmile Group
SEC 13F filings are viewable for Redmile Group going back to 2010
- Redmile Group 2026 Q2 filed Aug. 14, 2026
- 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