Redmile Group as of March 31, 2026
Portfolio Holdings for Redmile Group
Redmile Group holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 29.5 | $446M | 9.1M | 49.16 | |
| Krystal Biotech (KRYS) | 11.5 | $174M | 674k | 258.32 | |
| Stoke Therapeutics (STOK) | 9.0 | $136M | 4.2M | 32.56 | |
| Immunome (IMNM) | 8.1 | $122M | 5.6M | 21.87 | |
| Nurix Therapeutics (NRIX) | 7.9 | $120M | 7.7M | 15.50 | |
| Annexon (ANNX) | 5.3 | $81M | 15M | 5.54 | |
| Adc Therapeutics Sa SHS (ADCT) | 3.8 | $58M | 16M | 3.75 | |
| Regenxbio Inc equity us cm (RGNX) | 2.4 | $37M | 4.4M | 8.38 | |
| Shattuck Labs (STTK) | 2.4 | $36M | 5.5M | 6.43 | |
| Beam Therapeutics (BEAM) | 2.0 | $30M | 1.2M | 23.83 | |
| Neurogene (NGNE) | 1.9 | $29M | 1.5M | 20.16 | |
| Cogent Biosciences (COGT) | 1.8 | $27M | 688k | 38.49 | |
| Absci Corp (ABSI) | 1.6 | $25M | 8.3M | 3.00 | |
| Ideaya Biosciences (IDYA) | 1.1 | $17M | 521k | 33.32 | |
| Alx Oncology Hldgs (ALXO) | 1.1 | $16M | 8.0M | 2.00 | |
| Fate Therapeutics (FATE) | 1.0 | $15M | 13M | 1.20 | |
| Xenon Pharmaceuticals (XENE) | 1.0 | $15M | 263k | 58.15 | |
| Solid Biosciences Com New (SLDB) | 1.0 | $15M | 2.0M | 7.20 | |
| Nuvation Bio Com Cl A (NUVB) | 0.9 | $14M | 3.2M | 4.29 | |
| Zymeworks Del (ZYME) | 0.8 | $12M | 492k | 25.04 | |
| Silence Therapeutics Ads (SLN) | 0.8 | $11M | 2.2M | 5.27 | |
| Dbv Technologies S A Sponsored Ads (DBVT) | 0.7 | $10M | 491k | 20.89 | |
| BioMarin Pharmaceutical (BMRN) | 0.7 | $9.8M | 174k | 56.49 | |
| Celldex Therapeutics Com New (CLDX) | 0.5 | $8.3M | 262k | 31.72 | |
| Ceribell (CBLL) | 0.5 | $7.1M | 387k | 18.33 | |
| Livanova SHS (LIVN) | 0.5 | $6.9M | 108k | 63.56 | |
| Establishment Labs Holdings Ord (ESTA) | 0.4 | $5.9M | 104k | 56.78 | |
| Prime Medicine (PRME) | 0.4 | $5.5M | 1.6M | 3.48 | |
| Oric Pharmaceuticals (ORIC) | 0.3 | $5.3M | 416k | 12.67 | |
| Eupraxia Pharmaceuticals (EPRX) | 0.3 | $5.1M | 700k | 7.24 | |
| Ardelyx (ARDX) | 0.3 | $4.4M | 733k | 5.99 | |
| Adagio Therapeutics (IVVD) | 0.2 | $3.4M | 2.6M | 1.30 | |
| Atara Biotherapeutics Com New (ATRA) | 0.1 | $2.1M | 442k | 4.73 | |
| Agomab Therapeutics Nv Sponsored Ads | 0.1 | $1.6M | 156k | 10.49 | |
| Pliant Therapeutics (PLRX) | 0.1 | $973k | 772k | 1.26 |
