Redmile Group as of June 30, 2025
Portfolio Holdings for Redmile Group
Redmile Group holds 48 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 14.8 | $139M | 3.9M | 35.42 | |
| Krystal Biotech (KRYS) | 9.7 | $91M | 664k | 137.46 | |
| Zymeworks Del (ZYME) | 5.5 | $52M | 4.2M | 12.55 | |
| Stoke Therapeutics (STOK) | 5.3 | $50M | 4.4M | 11.35 | |
| Immunome (IMNM) | 4.8 | $45M | 4.9M | 9.30 | |
| Replimune Group (REPL) | 4.6 | $43M | 4.7M | 9.29 | |
| Nurix Therapeutics (NRIX) | 4.5 | $43M | 3.7M | 11.39 | |
| Livanova SHS (LIVN) | 4.5 | $42M | 934k | 45.02 | |
| Adc Therapeutics Sa SHS (ADCT) | 4.5 | $42M | 16M | 2.68 | |
| Akero Therapeutics (AKRO) | 4.4 | $41M | 774k | 53.36 | |
| Regenxbio Inc equity us cm (RGNX) | 4.2 | $39M | 4.8M | 8.21 | |
| Kymera Therapeutics (KYMR) | 3.7 | $35M | 803k | 43.64 | |
| Beam Therapeutics (BEAM) | 2.6 | $24M | 1.4M | 17.01 | |
| Absci Corp (ABSI) | 2.3 | $21M | 8.3M | 2.57 | |
| Neurogene (NGNE) | 2.0 | $19M | 1.3M | 14.95 | |
| Hinge Health Cl A (HNGE) | 1.7 | $16M | 300k | 51.75 | |
| 89bio (ETNB) | 1.6 | $15M | 1.5M | 9.82 | |
| Annexon (ANNX) | 1.6 | $15M | 6.3M | 2.40 | |
| Fate Therapeutics (FATE) | 1.5 | $14M | 13M | 1.12 | |
| Silence Therapeutics Ads (SLN) | 1.3 | $13M | 2.2M | 5.80 | |
| Cogent Biosciences (COGT) | 1.1 | $10M | 1.4M | 7.18 | |
| Biohaven (BHVN) | 1.1 | $10M | 730k | 14.11 | |
| Solid Biosciences Com New (SLDB) | 1.0 | $9.3M | 1.9M | 4.87 | |
| Boston Scientific Corporation (BSX) | 1.0 | $9.2M | 85k | 107.41 | |
| Ideaya Biosciences (IDYA) | 1.0 | $9.1M | 433k | 21.02 | |
| Verve Therapeutics (VERV) | 0.9 | $8.3M | 740k | 11.23 | |
| Ceribell (CBLL) | 0.9 | $8.2M | 435k | 18.73 | |
| Keros Therapeutics (KROS) | 0.8 | $7.4M | 553k | 13.35 | |
| Celldex Therapeutics Com New (CLDX) | 0.7 | $7.0M | 343k | 20.35 | |
| Amicus Therapeutics (FOLD) | 0.7 | $6.8M | 1.2M | 5.73 | |
| Nuvation Bio Com Cl A (NUVB) | 0.6 | $5.9M | 3.0M | 1.95 | |
| Establishment Labs Holdings Ord (ESTA) | 0.6 | $5.8M | 137k | 42.71 | |
| Prime Medicine (PRME) | 0.5 | $5.1M | 2.1M | 2.47 | |
| Rapt Therapeutics Com New (RAPT) | 0.5 | $5.0M | 631k | 8.00 | |
| Penumbra (PEN) | 0.5 | $4.8M | 19k | 256.63 | |
| Shattuck Labs (STTK) | 0.5 | $4.4M | 5.5M | 0.79 | |
| Atara Biotherapeutics Com New (ATRA) | 0.4 | $3.4M | 442k | 7.72 | |
| Igm Biosciences (IGMS) | 0.4 | $3.3M | 3.0M | 1.12 | |
| Lava Therapeutics Nv SHS (LVTX) | 0.3 | $2.7M | 2.1M | 1.32 | |
| Ventyx Biosciences (VTYX) | 0.3 | $2.4M | 1.1M | 2.14 | |
| Repare Therapeutics Ord (RPTX) | 0.2 | $2.2M | 1.6M | 1.39 | |
| Xeris Pharmaceuticals (XERS) | 0.2 | $2.1M | 451k | 4.67 | |
| Pliant Therapeutics (PLRX) | 0.2 | $1.9M | 1.6M | 1.16 | |
| Adagio Therapeutics (IVVD) | 0.2 | $1.6M | 2.3M | 0.71 | |
| Alx Oncology Hldgs (ALXO) | 0.1 | $1.4M | 3.4M | 0.42 | |
| Boundless Bio (BOLD) | 0.1 | $595k | 589k | 1.01 | |
| 4d Molecular Therapeutics In (FDMT) | 0.0 | $416k | 112k | 3.71 | |
| Kalaris Therapeutics (KLRS) | 0.0 | $222k | 83k | 2.67 |
