Redmile Group as of Dec. 31, 2024
Portfolio Holdings for Redmile Group
Redmile Group holds 62 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 13.7 | $197M | 4.5M | 43.22 | |
| Krystal Biotech (KRYS) | 8.2 | $118M | 753k | 156.66 | |
| Nurix Therapeutics (NRIX) | 5.5 | $79M | 4.2M | 18.84 | |
| Zymeworks Del (ZYME) | 4.9 | $71M | 4.8M | 14.64 | |
| Amicus Therapeutics (FOLD) | 4.6 | $67M | 7.1M | 9.42 | |
| Replimune Group (REPL) | 4.1 | $59M | 4.9M | 12.11 | |
| Immunome (IMNM) | 3.6 | $51M | 4.8M | 10.62 | |
| Stoke Therapeutics (STOK) | 3.5 | $51M | 4.6M | 11.03 | |
| Livanova SHS (LIVN) | 3.4 | $48M | 1.0M | 46.31 | |
| Kymera Therapeutics (KYMR) | 3.1 | $44M | 1.1M | 40.23 | |
| Pliant Therapeutics (PLRX) | 2.7 | $38M | 2.9M | 13.17 | |
| Beam Therapeutics (BEAM) | 2.6 | $38M | 1.5M | 24.80 | |
| Regenxbio Inc equity us cm (RGNX) | 2.6 | $37M | 4.8M | 7.73 | |
| Akero Therapeutics (AKRO) | 2.4 | $34M | 1.2M | 27.82 | |
| Biohaven (BHVN) | 2.4 | $34M | 905k | 37.35 | |
| Annexon (ANNX) | 2.3 | $32M | 6.3M | 5.13 | |
| Adc Therapeutics Sa SHS (ADCT) | 2.2 | $31M | 16M | 1.99 | |
| Neurogene (NGNE) | 2.1 | $30M | 1.3M | 22.86 | |
| Boston Scientific Corporation (BSX) | 1.9 | $28M | 313k | 89.32 | |
| Cogent Biosciences (COGT) | 1.9 | $28M | 3.6M | 7.80 | |
| Absci Corp (ABSI) | 1.5 | $22M | 8.3M | 2.62 | |
| Fate Therapeutics (FATE) | 1.5 | $21M | 13M | 1.65 | |
| Igm Biosciences (IGMS) | 1.3 | $18M | 3.0M | 6.11 | |
| 89bio (ETNB) | 1.2 | $17M | 2.2M | 7.82 | |
| Silence Therapeutics Ads (SLN) | 1.2 | $17M | 2.4M | 6.88 | |
| Ideaya Biosciences (IDYA) | 1.1 | $16M | 619k | 25.70 | |
| Celldex Therapeutics Com New (CLDX) | 1.1 | $16M | 616k | 25.27 | |
| Establishment Labs Holdings Ord (ESTA) | 1.0 | $15M | 320k | 46.07 | |
| Immunovant (IMVT) | 1.0 | $14M | 572k | 24.77 | |
| Ceribell (CBLL) | 0.8 | $11M | 435k | 25.88 | |
| Stryker Corporation (SYK) | 0.8 | $11M | 31k | 360.05 | |
| Rapt Therapeutics | 0.7 | $10M | 6.5M | 1.58 | |
| Biontech Se Sponsored Ads (BNTX) | 0.7 | $9.5M | 84k | 113.95 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $8.8M | 17k | 521.96 | |
| Keros Therapeutics (KROS) | 0.6 | $8.7M | 553k | 15.83 | |
| Nuvation Bio Com Cl A (NUVB) | 0.6 | $8.1M | 3.0M | 2.66 | |
| Ardelyx (ARDX) | 0.6 | $8.0M | 1.6M | 5.07 | |
| Oruka Therapeutics (ORKA) | 0.6 | $8.0M | 412k | 19.39 | |
| Verve Therapeutics (VERV) | 0.5 | $7.4M | 1.3M | 5.64 | |
| Shattuck Labs (STTK) | 0.5 | $6.7M | 5.5M | 1.21 | |
| 4d Molecular Therapeutics In (FDMT) | 0.5 | $6.7M | 1.2M | 5.57 | |
| Alx Oncology Hldgs (ALXO) | 0.4 | $6.2M | 3.7M | 1.67 | |
| Penumbra (PEN) | 0.4 | $6.1M | 26k | 237.48 | |
| Prime Medicine (PRME) | 0.4 | $6.1M | 2.1M | 2.92 | |
| Atara Biotherapeutics Com New (ATRA) | 0.4 | $5.9M | 442k | 13.31 | |
| Cytokinetics Com New (CYTK) | 0.3 | $4.4M | 93k | 47.04 | |
| Stereotaxis Com New (STXS) | 0.3 | $4.1M | 1.8M | 2.28 | |
| Allakos | 0.3 | $3.6M | 3.0M | 1.21 | |
| Astria Therapeutics (ATXS) | 0.2 | $3.1M | 346k | 8.94 | |
| Ac Immune Sa SHS (ACIU) | 0.2 | $2.8M | 1.0M | 2.70 | |
| Repare Therapeutics Ord (RPTX) | 0.2 | $2.5M | 1.9M | 1.31 | |
| Insulet Corporation (PODD) | 0.2 | $2.5M | 9.6k | 261.07 | |
| Solid Biosciences Com New (SLDB) | 0.2 | $2.5M | 615k | 4.00 | |
| Boundless Bio (BOLD) | 0.1 | $2.1M | 740k | 2.90 | |
| Lava Therapeutics Nv SHS (LVTX) | 0.1 | $2.0M | 2.1M | 0.95 | |
| Achilles Therapeutics Sponsored Ads (ACHL) | 0.1 | $1.8M | 1.6M | 1.14 | |
| Xeris Pharmaceuticals (XERS) | 0.1 | $1.5M | 451k | 3.39 | |
| Adagio Therapeutics (IVVD) | 0.1 | $1.3M | 3.0M | 0.44 | |
| Allovir (ALVR) | 0.1 | $801k | 1.9M | 0.42 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.0 | $386k | 716k | 0.54 | |
| Ventyx Biosciences (VTYX) | 0.0 | $272k | 124k | 2.19 | |
| Hookipa Pharma Com New (HOOK) | 0.0 | $214k | 106k | 2.01 |
