Redmile Group as of June 30, 2026
Portfolio Holdings for Redmile Group
Redmile Group holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scholar Rock Hldg Corp (SRRK) | 15.9 | $237M | 4.3M | 55.00 | |
| Krystal Biotech (KRYS) | 15.8 | $235M | 632k | 371.67 | |
| Stoke Therapeutics (STOK) | 8.7 | $129M | 3.9M | 32.72 | |
| Immunome (IMNM) | 7.0 | $104M | 4.9M | 21.19 | |
| Nurix Therapeutics (NRIX) | 6.6 | $99M | 4.1M | 24.26 | |
| Absci Corp (ABSI) | 5.2 | $78M | 6.7M | 11.59 | |
| Annexon (ANNX) | 4.6 | $68M | 12M | 5.71 | |
| Regenxbio Inc equity us cm (RGNX) | 3.5 | $52M | 4.4M | 11.98 | |
| Shattuck Labs (STTK) | 3.2 | $48M | 6.9M | 6.94 | |
| Neurogene (NGNE) | 3.0 | $44M | 1.4M | 31.45 | |
| Beam Therapeutics (BEAM) | 2.7 | $40M | 1.2M | 34.32 | |
| Agomab Therapeutics Nv Sponsored Ads (AGMB) | 2.4 | $36M | 2.7M | 12.98 | |
| Fate Therapeutics (FATE) | 2.3 | $35M | 13M | 2.70 | |
| Ideaya Biosciences (IDYA) | 1.6 | $24M | 640k | 37.27 | |
| Silence Therapeutics Ads (SLN) | 1.6 | $24M | 2.2M | 10.98 | |
| Cogent Biosciences (COGT) | 1.3 | $20M | 503k | 38.70 | |
| Solid Biosciences Com New (SLDB) | 1.3 | $20M | 1.9M | 9.99 | |
| Nuvation Bio Com Cl A (NUVB) | 1.2 | $17M | 3.0M | 5.68 | |
| Celldex Therapeutics Com New (CLDX) | 1.1 | $16M | 434k | 37.21 | |
| Eliem Therapeutics (CLYM) | 1.1 | $16M | 1.2M | 13.04 | |
| Alx Oncology Hldgs (ALXO) | 1.0 | $15M | 7.4M | 2.07 | |
| BioMarin Pharmaceutical (BMRN) | 1.0 | $15M | 265k | 57.22 | |
| Xenon Pharmaceuticals (XENE) | 0.9 | $14M | 229k | 60.36 | |
| Zymeworks Del (ZYME) | 0.9 | $13M | 492k | 26.14 | |
| Adc Therapeutics Sa SHS (ADCT) | 0.8 | $12M | 12M | 1.07 | |
| Aura Biosciences (AURA) | 0.8 | $12M | 1.7M | 7.10 | |
| Odyssey Therapeutics Common Stock | 0.5 | $8.0M | 425k | 18.71 | |
| Livanova SHS (LIVN) | 0.5 | $7.7M | 93k | 82.23 | |
| Establishment Labs Holdings Ord (ESTA) | 0.5 | $7.6M | 89k | 85.81 | |
| Ceribell (CBLL) | 0.5 | $7.5M | 387k | 19.45 | |
| Dbv Technologies S A Sponsored Ads (DBVT) | 0.5 | $6.7M | 410k | 16.40 | |
| Insmed Com Par $.01 (INSM) | 0.4 | $5.5M | 51k | 106.62 | |
| Prime Medicine (PRME) | 0.3 | $5.1M | 1.4M | 3.69 | |
| Atara Biotherapeutics Com New (ATRA) | 0.3 | $5.1M | 442k | 11.48 | |
| Eupraxia Pharmaceuticals (EPRX) | 0.3 | $4.0M | 611k | 6.61 | |
| Oric Pharmaceuticals (ORIC) | 0.3 | $3.9M | 362k | 10.83 | |
| Ardelyx (ARDX) | 0.2 | $3.3M | 642k | 5.10 | |
| Adagio Therapeutics (IVVD) | 0.2 | $2.3M | 2.6M | 0.87 | |
| Pliant Therapeutics (PLRX) | 0.1 | $880k | 772k | 1.14 |
