Redmile Group, LLC

CIK

1425738

Location

Larkspur, CA

Portfolio Value

Mid $1,489,507,486

Diversification

Diversified

Filing Date

Global Rank

#1,569 / 8,710 ▲ 34

Top Industry

Biotechnology 97.6%

Period ended 3 months ago

Filed Aug 14, 2026 · 37d

26 quarters · since Mar 2020

Portfolio Concentration

39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.9%

−13.6 pts

Top 5

54.0%

−12.0 pts

Top 10

73.5%

−8.4 pts

HHI

787

Diversified−503

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$1,489,507,486	39

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AGMB	AgomAb Therapeutics NV	+2,577,676	2,733,926	$35,486,359
STTK	Shattuck Labs, Inc.	+1,352,309	6,892,033	$47,830,709
CLDX	Celldex Therapeutics, Inc.	+172,413	433,921	$16,146,200
IDYA	IDEAYA Biosciences, Inc.	+119,085	640,202	$23,860,328
BMRN	Biomarin Pharmaceutical Inc	+91,310	265,169	$15,172,970
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
SRRK	Scholar Rock Holding Corp	−4,755,529	4,311,092	$237,110,060
ADCT	ADC Therapeutics SA	−3,943,792	11,526,710	$12,333,579
NRIX	Nurix Therapeutics, Inc.	−3,659,021	4,073,787	$98,830,072
ANNX	Annexon, Inc.	−2,679,891	11,869,877	$67,776,997
ABSI	Absci Corp	−1,513,641	6,739,675	$78,112,833
IMNM	Immunome Inc.	−647,295	4,911,590	$104,076,592
ALXO	Alx Oncology Holdings Inc	−571,684	7,392,504	$15,302,483
STOK	Stoke Therapeutics, Inc.	−218,200	3,945,920	$129,110,502
PRME	Prime Medicine, Inc.	−201,200	1,389,632	$5,127,742
COGT	Cogent Biosciences, Inc.	−184,715	503,321	$19,478,522
NUVB	Nuvation Bio Inc.	−122,247	3,031,009	$17,216,131
ARDX	Ardelyx, Inc.	−91,600	641,750	$3,272,925
EPRX	Eupraxia Pharmaceuticals Inc.	−88,600	611,400	$4,041,354
DBVT	DBV Technologies S.A.	−80,900	410,440	$6,731,216
BEAM	Beam Therapeutics Inc.	−73,400	1,164,259	$39,957,368
SLDB	Solid Biosciences Inc.	−63,200	1,948,695	$19,467,463
ORIC	Oric Pharmaceuticals, Inc.	−53,700	362,010	$3,920,568
IVVD	Invivyd, Inc.	−50,900	2,597,759	$2,265,245
NGNE	Neurogene Inc.	−47,400	1,412,199	$44,413,658
KRYS	Krystal Biotech, Inc.	−41,500	632,005	$234,897,298
XENE	Xenon Pharmaceuticals Inc.	−33,300	229,374	$13,845,014
LIVN	LivaNova PLC	−15,200	93,154	$7,660,053
ESTA	Establishment Labs Holdings Inc.	−14,500	88,964	$7,634,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CLYM	Climb Bio, Inc.	1,226,330	$15,991,343
AURA	Aura Biosciences, Inc.	1,666,667	$11,833,335
ODTX	Odyssey Therapeutics, Inc.	425,000	$7,951,750
INSM	INSMED Inc	51,234	$5,462,569
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $1,489,507,486 total · filing declares 39 positions · $1,489,508,540 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SRRK	Scholar Rock Holding Corp Healthcare	Reduced	4,311,092	-4,755,529	$237,110,060	−46.8%	15.92%
KRYS	Krystal Biotech, Inc. Healthcare	Reduced	632,005	-41,500	$234,897,298	+35.0%	15.77%
STOK	Stoke Therapeutics, Inc. Healthcare	Reduced	3,945,920	-218,200	$129,110,502	−4.8%	8.67%
IMNM	Immunome Inc. Healthcare	Reduced	4,911,590	-647,295	$104,076,592	−14.4%	6.99%
NRIX	Nurix Therapeutics, Inc. Healthcare	Reduced	4,073,787	-3,659,021	$98,830,072	−17.5%	6.64%
ABSI	Absci Corp Healthcare	Reduced	6,739,675	-1,513,641	$78,112,833	+215.5%	5.24%
ANNX	Annexon, Inc. Healthcare	Reduced	11,869,877	-2,679,891	$67,776,997	−15.9%	4.55%
RGNX	REGENXBIO Inc. Healthcare	Held	4,368,804	0	$52,338,271	+43.0%	3.51%
STTK	Shattuck Labs, Inc. Healthcare	Added	6,892,033	+1,352,309	$47,830,709	+34.3%	3.21%
NGNE	Neurogene Inc. Healthcare	Reduced	1,412,199	-47,400	$44,413,658	+50.9%	2.98%
BEAM	Beam Therapeutics Inc. Healthcare	Reduced	1,164,259	-73,400	$39,957,368	+35.5%	2.68%
AGMB	AgomAb Therapeutics NV Healthcare	Added	2,733,926	+2,577,676	$35,486,359	+2065.0%	2.38%
FATE	Fate Therapeutics Inc Healthcare	Held	12,872,946	0	$34,756,954	+125.0%	2.33%
IDYA	IDEAYA Biosciences, Inc. Healthcare	Added	640,202	+119,085	$23,860,328	+37.4%	1.60%
SLN	Silence Therapeutics plc Healthcare	Held	2,164,777	0	$23,769,251	+108.3%	1.60%
COGT	Cogent Biosciences, Inc. Healthcare	Reduced	503,321	-184,715	$19,478,522	−26.4%	1.31%
SLDB	Solid Biosciences Inc. Healthcare	Reduced	1,948,695	-63,200	$19,467,463	+34.4%	1.31%
NUVB	Nuvation Bio Inc. Healthcare	Reduced	3,031,009	-122,247	$17,216,131	+27.3%	1.16%
CLDX	Celldex Therapeutics, Inc. Healthcare	Added	433,921	+172,413	$16,146,200	+94.6%	1.08%
CLYM	Climb Bio, Inc. Healthcare	NEW	1,226,330	NEW	$15,991,343	NEW	1.07%
ALXO	Alx Oncology Holdings Inc Healthcare	Reduced	7,392,504	-571,684	$15,302,483	−4.2%	1.03%
BMRN	Biomarin Pharmaceutical Inc Healthcare	Added	265,169	+91,310	$15,172,970	+54.5%	1.02%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Reduced	229,374	-33,300	$13,845,014	−9.4%	0.93%
ZYME	Zymeworks Inc. Healthcare	Held	491,654	0	$12,851,835	+4.4%	0.86%
ADCT	ADC Therapeutics SA Healthcare	Reduced	11,526,710	-3,943,792	$12,333,579	−78.7%	0.83%
AURA	Aura Biosciences, Inc. Healthcare	NEW	1,666,667	NEW	$11,833,335	NEW	0.79%
ODTX	Odyssey Therapeutics, Inc. Healthcare	NEW	425,000	NEW	$7,951,750	NEW	0.53%
LIVN	LivaNova PLC Healthcare	Reduced	93,154	-15,200	$7,660,053	+11.2%	0.51%
ESTA	Establishment Labs Holdings Inc. Healthcare	Reduced	88,964	-14,500	$7,634,000	+29.9%	0.51%
CBLL	Ceribell, Inc. Healthcare	Held	386,786	0	$7,522,987	+6.1%	0.51%
DBVT	DBV Technologies S.A. Healthcare	Reduced	410,440	-80,900	$6,731,216	−34.4%	0.45%
INSM	INSMED Inc Healthcare	NEW	51,234	NEW	$5,462,569	NEW	0.37%
PRME	Prime Medicine, Inc. Healthcare	Reduced	1,389,632	-201,200	$5,127,742	−7.4%	0.34%
ATRA	Atara Biotherapeutics, Inc. Healthcare	Held	441,701	0	$5,070,727	+142.7%	0.34%
EPRX	Eupraxia Pharmaceuticals Inc. Healthcare	Reduced	611,400	-88,600	$4,041,354	−20.3%	0.27%
ORIC	Oric Pharmaceuticals, Inc. Healthcare	Reduced	362,010	-53,700	$3,920,568	−25.6%	0.26%
ARDX	Ardelyx, Inc. Healthcare	Reduced	641,750	-91,600	$3,272,925	−25.5%	0.22%
IVVD	Invivyd, Inc. Healthcare	Reduced	2,597,759	-50,900	$2,265,245	−34.2%	0.15%
PLRX	Pliant Therapeutics, Inc. Healthcare	Held	772,126	0	$880,223	−9.5%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.