Redmile Group as of Dec. 31, 2025
Portfolio Holdings for Redmile Group
Redmile Group holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 16.9 | $230M | 5.2M | 44.05 | |
| Krystal Biotech (KRYS) | 12.3 | $167M | 678k | 246.54 | |
| Nurix Therapeutics (NRIX) | 11.3 | $154M | 8.1M | 18.97 | |
| Stoke Therapeutics (STOK) | 9.4 | $128M | 4.0M | 31.74 | |
| Immunome (IMNM) | 9.0 | $123M | 5.7M | 21.48 | |
| Regenxbio Inc equity us cm (RGNX) | 4.6 | $63M | 4.4M | 14.40 | |
| Adc Therapeutics Sa SHS (ADCT) | 4.1 | $55M | 16M | 3.53 | |
| Cogent Biosciences (COGT) | 3.8 | $51M | 1.4M | 35.52 | |
| Annexon (ANNX) | 3.7 | $51M | 10M | 5.02 | |
| Beam Therapeutics (BEAM) | 2.6 | $36M | 1.3M | 27.72 | |
| Neurogene (NGNE) | 2.2 | $30M | 1.5M | 20.60 | |
| Rapt Therapeutics Com New (RAPT) | 2.2 | $30M | 886k | 33.87 | |
| Absci Corp (ABSI) | 2.1 | $29M | 8.3M | 3.49 | |
| Nuvation Bio Com Cl A (NUVB) | 2.1 | $28M | 3.2M | 8.96 | |
| Ideaya Biosciences (IDYA) | 1.9 | $26M | 742k | 34.57 | |
| Shattuck Labs (STTK) | 1.5 | $20M | 5.5M | 3.65 | |
| Silence Therapeutics Ads (SLN) | 1.0 | $13M | 2.2M | 6.08 | |
| Zymeworks Del (ZYME) | 1.0 | $13M | 492k | 26.33 | |
| Fate Therapeutics (FATE) | 0.9 | $13M | 13M | 0.98 | |
| Replimune Group (REPL) | 0.8 | $11M | 1.1M | 9.72 | |
| Dbv Technologies S A Sponsored Ads (DBVT) | 0.8 | $11M | 550k | 19.17 | |
| Solid Biosciences Com New (SLDB) | 0.8 | $11M | 1.9M | 5.64 | |
| Ceribell (CBLL) | 0.7 | $9.5M | 435k | 21.93 | |
| Establishment Labs Holdings Ord (ESTA) | 0.6 | $8.2M | 113k | 72.88 | |
| Atara Biotherapeutics Com New (ATRA) | 0.6 | $8.0M | 442k | 18.09 | |
| Celldex Therapeutics Com New (CLDX) | 0.6 | $7.7M | 283k | 27.16 | |
| Livanova SHS (LIVN) | 0.5 | $7.3M | 118k | 61.53 | |
| Adagio Therapeutics (IVVD) | 0.5 | $6.6M | 2.7M | 2.47 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $6.0M | 134k | 44.82 | |
| Repare Therapeutics Ord | 0.3 | $4.1M | 1.6M | 2.60 | |
| Alx Oncology Hldgs (ALXO) | 0.3 | $3.7M | 3.3M | 1.13 | |
| Oric Pharmaceuticals (ORIC) | 0.3 | $3.7M | 448k | 8.18 | |
| Pliant Therapeutics (PLRX) | 0.1 | $2.0M | 1.6M | 1.22 | |
| Kalaris Therapeutics (KLRS) | 0.1 | $700k | 83k | 8.44 |
