Redmile Group, LLC
Top Portfolio Positions
34 positions ·
$1,474,528,600 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SRRK |
Scholar Rock Holding Corp
Healthcare
|
9,066,621 | $445,715,088 | 30.23% | |
| KRYS |
Krystal Biotech, Inc.
Healthcare
|
673,505 | $173,979,811 | 11.80% | |
| STOK |
Stoke Therapeutics, Inc.
Healthcare
|
4,164,120 | $135,583,747 | 9.20% | |
| IMNM |
Immunome Inc.
Healthcare
|
5,558,885 | $121,572,814 | 8.24% | |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
7,732,808 | $119,858,524 | 8.13% | |
| ANNX |
Annexon, Inc.
Healthcare
|
14,549,768 | $80,605,714 | 5.47% | |
| ADCT |
ADC Therapeutics SA
Healthcare
|
15,470,502 | $58,014,382 | 3.93% | |
| RGNX |
REGENXBIO Inc.
Healthcare
|
4,368,804 | $36,610,577 | 2.48% | |
| BEAM |
Beam Therapeutics Inc.
Healthcare
|
1,237,659 | $29,493,413 | 2.00% | |
| NGNE |
Neurogene Inc.
Healthcare
|
1,459,599 | $29,425,515 | 2.00% |
Portfolio Trend
23 quarters · across all stocks
Holdings in ADCT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,014,382 | 15,470,502 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $41,986,839 | 15,666,731 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,090,090 | 15,666,731 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,176,794 | 15,666,731 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,358,033 | 15,669,217 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,250,725 | 15,269,217 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $68,558,784 | 15,269,217 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,445,006 | 15,328,317 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,717,706 | 14,178,045 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,207,360 | 14,049,935 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,452,235 | 13,565,249 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,148,860 | 7,590,849 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $36,207,979 | 7,512,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,720,630 | 7,512,029 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $109,182,382 | 7,432,429 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $150,510,785 | 7,451,029 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $204,496,575 | 7,529,329 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $183,161,406 | 7,522,029 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $178,398,483 | 7,308,418 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $216,348,995 | 6,758,794 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $209,588,571 | 6,353,094 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $258,665,974 | 5,525,870 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||