Redmile Group as of Sept. 30, 2025
Portfolio Holdings for Redmile Group
Redmile Group holds 40 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 14.1 | $145M | 3.9M | 37.24 | |
| Krystal Biotech (KRYS) | 11.4 | $117M | 661k | 176.53 | |
| Stoke Therapeutics (STOK) | 9.5 | $98M | 4.2M | 23.50 | |
| Zymeworks Del (ZYME) | 6.2 | $63M | 3.7M | 17.08 | |
| Adc Therapeutics Sa SHS (ADCT) | 6.1 | $63M | 16M | 4.00 | |
| Immunome (IMNM) | 5.7 | $59M | 5.0M | 11.71 | |
| Livanova SHS (LIVN) | 4.7 | $49M | 927k | 52.38 | |
| Regenxbio Inc equity us cm (RGNX) | 4.4 | $45M | 4.7M | 9.65 | |
| Akero Therapeutics (AKRO) | 3.5 | $36M | 748k | 47.48 | |
| Nurix Therapeutics (NRIX) | 3.3 | $34M | 3.7M | 9.24 | |
| Beam Therapeutics (BEAM) | 3.3 | $34M | 1.4M | 24.27 | |
| Cogent Biosciences (COGT) | 3.1 | $32M | 2.2M | 14.36 | |
| Absci Corp (ABSI) | 2.4 | $25M | 8.3M | 3.04 | |
| Neurogene (NGNE) | 2.2 | $23M | 1.3M | 17.33 | |
| 89bio (ETNB) | 2.1 | $22M | 1.5M | 14.70 | |
| Ideaya Biosciences (IDYA) | 2.0 | $20M | 742k | 27.21 | |
| Annexon (ANNX) | 1.9 | $19M | 6.3M | 3.05 | |
| Fate Therapeutics (FATE) | 1.6 | $16M | 13M | 1.26 | |
| Rapt Therapeutics Com New (RAPT) | 1.4 | $14M | 553k | 25.79 | |
| Shattuck Labs (STTK) | 1.3 | $13M | 5.5M | 2.39 | |
| Solid Biosciences Com New (SLDB) | 1.1 | $12M | 1.9M | 6.17 | |
| Silence Therapeutics Ads (SLN) | 1.1 | $11M | 2.2M | 5.19 | |
| Nuvation Bio Com Cl A (NUVB) | 1.1 | $11M | 3.0M | 3.70 | |
| Keros Therapeutics (KROS) | 0.9 | $8.7M | 553k | 15.82 | |
| Celldex Therapeutics Com New (CLDX) | 0.8 | $8.5M | 327k | 25.87 | |
| Atara Biotherapeutics Com New (ATRA) | 0.6 | $6.3M | 442k | 14.33 | |
| Amicus Therapeutics (FOLD) | 0.6 | $6.1M | 777k | 7.88 | |
| Alx Oncology Hldgs (ALXO) | 0.6 | $6.1M | 3.3M | 1.83 | |
| Establishment Labs Holdings Ord (ESTA) | 0.5 | $5.3M | 129k | 40.99 | |
| Ceribell (CBLL) | 0.5 | $5.0M | 435k | 11.49 | |
| Xeris Pharmaceuticals (XERS) | 0.4 | $3.7M | 451k | 8.14 | |
| Ventyx Biosciences (VTYX) | 0.3 | $3.3M | 1.1M | 3.11 | |
| Lava Therapeutics Nv SHS (LVTX) | 0.3 | $3.2M | 2.1M | 1.56 | |
| Repare Therapeutics Ord (RPTX) | 0.3 | $2.8M | 1.6M | 1.76 | |
| Adagio Therapeutics (IVVD) | 0.2 | $2.5M | 2.3M | 1.10 | |
| Pliant Therapeutics (PLRX) | 0.2 | $2.4M | 1.6M | 1.48 | |
| Replimune Group (REPL) | 0.2 | $2.2M | 536k | 4.19 | |
| Prime Medicine (PRME) | 0.0 | $483k | 87k | 5.54 | |
| Kalaris Therapeutics (KLRS) | 0.0 | $480k | 83k | 5.78 | |
| Boundless Bio (BOLD) | 0.0 | $302k | 246k | 1.23 |
