Redmile Group as of March 31, 2025
Portfolio Holdings for Redmile Group
Redmile Group holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 13.4 | $141M | 4.4M | 32.15 | |
| Krystal Biotech (KRYS) | 12.6 | $133M | 738k | 180.30 | |
| Amicus Therapeutics (FOLD) | 7.4 | $78M | 9.5M | 8.16 | |
| Zymeworks Del (ZYME) | 5.4 | $57M | 4.8M | 11.91 | |
| Nurix Therapeutics (NRIX) | 4.5 | $48M | 4.1M | 11.88 | |
| Replimune Group (REPL) | 4.5 | $48M | 4.9M | 9.75 | |
| Livanova SHS (LIVN) | 3.8 | $40M | 1.0M | 39.28 | |
| Akero Therapeutics (AKRO) | 3.6 | $38M | 939k | 40.48 | |
| Immunome (IMNM) | 3.4 | $36M | 5.4M | 6.73 | |
| Regenxbio Inc equity us cm (RGNX) | 3.2 | $34M | 4.8M | 7.15 | |
| Beam Therapeutics (BEAM) | 3.0 | $31M | 1.6M | 19.53 | |
| Stoke Therapeutics (STOK) | 2.8 | $30M | 4.5M | 6.65 | |
| Kymera Therapeutics (KYMR) | 2.5 | $27M | 983k | 27.37 | |
| Adc Therapeutics Sa SHS (ADCT) | 2.1 | $22M | 16M | 1.41 | |
| Biohaven (BHVN) | 2.0 | $21M | 868k | 24.04 | |
| Absci Corp (ABSI) | 2.0 | $21M | 8.3M | 2.51 | |
| Boston Scientific Corporation (BSX) | 1.8 | $20M | 193k | 100.88 | |
| Cogent Biosciences (COGT) | 1.8 | $19M | 3.2M | 5.99 | |
| Neurogene (NGNE) | 1.4 | $15M | 1.3M | 11.71 | |
| 89bio (ETNB) | 1.3 | $14M | 1.9M | 7.27 | |
| Establishment Labs Holdings Ord (ESTA) | 1.3 | $14M | 335k | 40.80 | |
| Annexon (ANNX) | 1.1 | $12M | 6.3M | 1.93 | |
| Celldex Therapeutics Com New (CLDX) | 1.0 | $11M | 590k | 18.15 | |
| Fate Therapeutics (FATE) | 1.0 | $10M | 13M | 0.79 | |
| Ideaya Biosciences (IDYA) | 0.8 | $8.8M | 535k | 16.38 | |
| Immunovant (IMVT) | 0.8 | $8.4M | 490k | 17.09 | |
| Ceribell (CBLL) | 0.8 | $8.4M | 435k | 19.21 | |
| Rapt Therapeutics | 0.7 | $7.9M | 6.5M | 1.22 | |
| Solid Biosciences Com New (SLDB) | 0.7 | $7.5M | 2.0M | 3.70 | |
| Insulet Corporation (PODD) | 0.7 | $7.1M | 27k | 262.61 | |
| Biontech Se Sponsored Ads (BNTX) | 0.6 | $6.7M | 73k | 91.06 | |
| Silence Therapeutics Ads (SLN) | 0.6 | $6.2M | 2.2M | 2.82 | |
| Penumbra (PEN) | 0.6 | $6.1M | 23k | 267.41 | |
| Irhythm Technologies (IRTC) | 0.6 | $6.0M | 57k | 104.68 | |
| Keros Therapeutics (KROS) | 0.5 | $5.6M | 553k | 10.19 | |
| Verve Therapeutics (VERV) | 0.5 | $5.5M | 1.2M | 4.57 | |
| Nuvation Bio Com Cl A (NUVB) | 0.5 | $5.3M | 3.0M | 1.76 | |
| Shattuck Labs (STTK) | 0.5 | $5.3M | 5.5M | 0.95 | |
| Masimo Corporation (MASI) | 0.4 | $4.3M | 26k | 166.60 | |
| Prime Medicine (PRME) | 0.4 | $4.1M | 2.1M | 1.99 | |
| Oruka Therapeutics (ORKA) | 0.4 | $4.0M | 387k | 10.26 | |
| Igm Biosciences (IGMS) | 0.3 | $3.4M | 3.0M | 1.15 | |
| Cytokinetics Com New (CYTK) | 0.3 | $3.3M | 82k | 40.19 | |
| 4d Molecular Therapeutics In (FDMT) | 0.3 | $3.2M | 997k | 3.23 | |
| Pliant Therapeutics (PLRX) | 0.3 | $2.8M | 2.1M | 1.35 | |
| Lava Therapeutics Nv SHS (LVTX) | 0.2 | $2.6M | 2.1M | 1.27 | |
| Atara Biotherapeutics Com New (ATRA) | 0.2 | $2.6M | 442k | 5.94 | |
| Xeris Pharmaceuticals (XERS) | 0.2 | $2.5M | 451k | 5.49 | |
| Alx Oncology Hldgs (ALXO) | 0.2 | $2.3M | 3.6M | 0.62 | |
| Repare Therapeutics Ord (RPTX) | 0.2 | $1.9M | 1.9M | 0.99 | |
| Ventyx Biosciences (VTYX) | 0.2 | $1.8M | 1.6M | 1.15 | |
| Astria Therapeutics (ATXS) | 0.1 | $1.4M | 269k | 5.34 | |
| Adagio Therapeutics (IVVD) | 0.1 | $1.4M | 2.3M | 0.61 | |
| Boundless Bio (BOLD) | 0.1 | $1.1M | 725k | 1.51 | |
| Kalaris Therapeutics (KLRS) | 0.1 | $666k | 83k | 8.03 | |
| Allakos | 0.0 | $195k | 857k | 0.23 |
