Redmile Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.51B
Q ending 2026-03-31
Prior quarter
$1.36B
Q ending 2025-12-31
Change
+11.2% QoQ · +42.7% YoY
Positions
35
reported holdings
Largest positions
All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Scholar Rock Hldg Corp | SRRK | Shares | $445.7M | 9.1M |
| Krystal Biotech Inc | KRYS | Shares | $174.0M | 674K |
| Stoke Therapeutics Inc | STOK | Shares | $135.6M | 4.2M |
| Immunome Inc | IMNM | Shares | $121.6M | 5.6M |
| Nurix Therapeutics Inc | NRIX | Shares | $119.9M | 7.7M |
| Annexon Inc | ANNX | Shares | $80.6M | 14.5M |
| Adc Therapeutics Sa | Shares | $58.0M | 15.5M | |
| Regenxbio Inc | RGNX | Shares | $36.6M | 4.4M |
| Shattuck Labs Inc | STTK | Shares | $35.6M | 5.5M |
| Beam Therapeutics Inc | BEAM | Shares | $29.5M | 1.2M |
| Neurogene Inc | NGNE | Shares | $29.4M | 1.5M |
| Cogent Biosciences Inc | COGT | Shares | $26.5M | 688K |
| Absci Corporation | ABSI | Shares | $24.8M | 8.3M |
| Ideaya Biosciences Inc | IDYA | Shares | $17.4M | 521K |
| Alx Oncology Hldgs Inc | ALXO | Shares | $16.0M | 8.0M |
| Fate Therapeutics Inc | FATE | Shares | $15.4M | 12.9M |
| Xenon Pharmaceuticals Inc | XENE | Shares | $15.3M | 263K |
| Solid Biosciences Inc | SLDB | Shares | $14.5M | 2.0M |
| Nuvation Bio Inc | NUVB | Shares | $13.5M | 3.2M |
| Zymeworks Inc | ZYME | Shares | $12.3M | 492K |
| Silence Therapeutics Plc | SLN | Shares | $11.4M | 2.2M |
| Dbv Technologies S A | DBVT | Shares | $10.3M | 491K |
| Biomarin Pharmaceutical Inc | BMRN | Shares | $9.8M | 174K |
| Celldex Therapeutics Inc New | CLDX | Shares | $8.3M | 262K |
| Ceribell Inc | CBLL | Shares | $7.1M | 387K |
| Livanova Plc | Shares | $6.9M | 108K | |
| Establishment Labs Hldgs Inc | Shares | $5.9M | 103K | |
| Prime Medicine Inc | PRME | Shares | $5.5M | 1.6M |
| Oric Pharmaceuticals Inc | ORIC | Shares | $5.3M | 416K |
| Eupraxia Pharmaceuticals Inc | EPRX | Shares | $5.1M | 700K |
| Ardelyx Inc | ARDX | Shares | $4.4M | 733K |
| Invivyd Inc | IVVD | Shares | $3.4M | 2.6M |
| Atara Biotherapeutics Inc | ATRA | Shares | $2.1M | 442K |
| Agomab Therapeutics Nv | AGMB | Shares | $1.6M | 156K |
| Pliant Therapeutics Inc | PLRX | Shares | $973K | 772K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.