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Redmile Group, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,489,508,540
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHOLAR ROCK HLDG CORP · COM · 80706P103 · shares: $237,110,060
- KRYSTAL BIOTECH INC · COM · 501147102 · shares: $234,897,298
- STOKE THERAPEUTICS INC · COM · 86150R107 · shares: $129,110,502
- IMMUNOME INC · COM · 45257U108 · shares: $104,076,592
- NURIX THERAPEUTICS INC · COM · 67080M103 · shares: $98,830,073
- ABSCI CORPORATION · COM · 00091E109 · shares: $78,112,833
- ANNEXON INC · COM · 03589W102 · shares: $67,776,998
- REGENXBIO INC · COM · 75901B107 · shares: $52,338,272
- SHATTUCK LABS INC · COM · 82024L103 · shares: $47,830,709
- NEUROGENE INC · COM · 64135M105 · shares: $44,413,659
Reported holdings
39 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | — | 4,311,092 shares | $237,110,060 |
| KRYSTAL BIOTECH INC | COM | 501147102 | — | 632,005 shares | $234,897,298 |
| STOKE THERAPEUTICS INC | COM | 86150R107 | — | 3,945,920 shares | $129,110,502 |
| IMMUNOME INC | COM | 45257U108 | — | 4,911,590 shares | $104,076,592 |
| NURIX THERAPEUTICS INC | COM | 67080M103 | — | 4,073,787 shares | $98,830,073 |
| ABSCI CORPORATION | COM | 00091E109 | — | 6,739,675 shares | $78,112,833 |
| ANNEXON INC | COM | 03589W102 | — | 11,869,877 shares | $67,776,998 |
| REGENXBIO INC | COM | 75901B107 | — | 4,368,804 shares | $52,338,272 |
| SHATTUCK LABS INC | COM | 82024L103 | — | 6,892,033 shares | $47,830,709 |
| NEUROGENE INC | COM | 64135M105 | — | 1,412,199 shares | $44,413,659 |
| BEAM THERAPEUTICS INC | COM | 07373V105 | — | 1,164,259 shares | $39,957,369 |
| AGOMAB THERAPEUTICS NV | SPONSORED ADS | 00860C102 | — | 2,733,926 shares | $35,486,359 |
| FATE THERAPEUTICS INC | COM | 31189P102 | — | 12,872,946 shares | $34,756,954 |
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | — | 640,202 shares | $23,860,329 |
| SILENCE THERAPEUTICS PLC | ADS | 82686Q101 | — | 2,164,777 shares | $23,769,251 |
| COGENT BIOSCIENCES INC | COM | 19240Q201 | — | 503,321 shares | $19,478,523 |
| SOLID BIOSCIENCES INC | COM NEW | 83422E204 | — | 1,948,695 shares | $19,467,463 |
| NUVATION BIO INC | COM CL A | 67080N101 | — | 3,031,009 shares | $17,216,131 |
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | — | 433,921 shares | $16,146,200 |
| CLIMB BIO INC | COM | 28658R106 | — | 1,226,330 shares | $15,991,343 |
| ALX ONCOLOGY HLDGS INC | COM | 00166B105 | — | 7,392,504 shares | $15,302,483 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | — | 265,169 shares | $15,172,970 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 229,374 shares | $13,845,015 |
| ZYMEWORKS INC | COM | 98985Y108 | — | 491,654 shares | $12,851,836 |
| ADC THERAPEUTICS SA | SHS | H0036K147 | — | 11,526,710 shares | $12,333,580 |
| AURA BIOSCIENCES INC | COM | 05153U107 | — | 1,666,667 shares | $11,833,336 |
| ODYSSEY THERAPEUTICS INC | COMMON STOCK | 67613T104 | — | 425,000 shares | $7,951,750 |
| LIVANOVA PLC | SHS | G5509L101 | — | 93,154 shares | $7,660,053 |
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | — | 88,964 shares | $7,634,001 |
| CERIBELL INC | COM | 15678C102 | — | 386,786 shares | $7,522,988 |
| DBV TECHNOLOGIES S A | SPONSORED ADS | 23306J309 | — | 410,440 shares | $6,731,216 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 51,234 shares | $5,462,569 |
| PRIME MEDICINE INC | COM | 74168J101 | — | 1,389,632 shares | $5,127,742 |
| ATARA BIOTHERAPEUTICS INC | COM NEW | 046513206 | — | 441,701 shares | $5,070,727 |
| EUPRAXIA PHARMACEUTICALS INC | COM | 29842P105 | — | 611,400 shares | $4,041,354 |
| ORIC PHARMACEUTICALS INC | COM | 68622P109 | — | 362,010 shares | $3,920,568 |
| ARDELYX INC | COM | 039697107 | — | 641,750 shares | $3,272,925 |
| INVIVYD INC | COM | 00534A102 | — | 2,597,759 shares | $2,266,285 |
| PLIANT THERAPEUTICS INC | COM | 729139105 | — | 772,126 shares | $880,224 |