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Redmile Group, LLC 13F holdings

Filed 2026-08-14 · Redmile Group, LLC · 39 positions · $1.5B

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TickerCompanySharesValue% of portfolio
SRRKSCHOLAR ROCK HLDG CORP4.3M$237.1M15.9%
KRYSKRYSTAL BIOTECH INC632.0K$234.9M15.8%
STOKSTOKE THERAPEUTICS INC3.9M$129.1M8.7%
IMNMIMMUNOME INC4.9M$104.1M7.0%
NRIXNURIX THERAPEUTICS INC4.1M$98.8M6.6%
ABSIABSCI CORPORATION6.7M$78.1M5.2%
ANNXANNEXON INC11.9M$67.8M4.6%
RGNXREGENXBIO INC4.4M$52.3M3.5%
STTKSHATTUCK LABS INC6.9M$47.8M3.2%
NGNENEUROGENE INC1.4M$44.4M3.0%
BEAMBEAM THERAPEUTICS INC1.2M$40.0M2.7%
—AGOMAB THERAPEUTICS NV2.7M$35.5M2.4%
FATEFATE THERAPEUTICS INC12.9M$34.8M2.3%
IDYAIDEAYA BIOSCIENCES INC640.2K$23.9M1.6%
SLNSILENCE THERAPEUTICS PLC2.2M$23.8M1.6%
COGTCOGENT BIOSCIENCES INC503.3K$19.5M1.3%
SLDBSOLID BIOSCIENCES INC1.9M$19.5M1.3%
NUVBNUVATION BIO INC3.0M$17.2M1.2%
CLDXCELLDEX THERAPEUTICS INC NEW433.9K$16.1M1.1%
CLYMCLIMB BIO INC1.2M$16.0M1.1%
ALXOALX ONCOLOGY HLDGS INC7.4M$15.3M1.0%
BMRNBIOMARIN PHARMACEUTICAL INC265.2K$15.2M1.0%
XENEXENON PHARMACEUTICALS INC229.4K$13.8M0.9%
ZYMEZYMEWORKS INC491.7K$12.9M0.9%
—ADC THERAPEUTICS SA11.5M$12.3M0.8%
AURAAURA BIOSCIENCES INC1.7M$11.8M0.8%
ODTXODYSSEY THERAPEUTICS INC425.0K$8.0M0.5%
—LIVANOVA PLC93.2K$7.7M0.5%
—ESTABLISHMENT LABS HLDGS INC89.0K$7.6M0.5%
CBLLCERIBELL INC386.8K$7.5M0.5%
DBVTDBV TECHNOLOGIES S A410.4K$6.7M0.5%
INSMINSMED INC51.2K$5.5M0.4%
PRMEPRIME MEDICINE INC1.4M$5.1M0.3%
—ATARA BIOTHERAPEUTICS INC441.7K$5.1M0.3%
EPRXEUPRAXIA PHARMACEUTICALS INC611.4K$4.0M0.3%
ORICORIC PHARMACEUTICALS INC362.0K$3.9M0.3%
ARDXARDELYX INC641.8K$3.3M0.2%
IVVDINVIVYD INC2.6M$2.3M0.2%
PLRXPLIANT THERAPEUTICS INC772.1K$880,2240.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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