Position in ARDX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,392,766
-$3,598,867 QoQ
Shares Held
733,350
-53.5% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARDX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Redmile Group, LLC holds $1,432,283,191 across 31 Biotechnology names. ARDX ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRRK |
Scholar Rock Holding Corp
|
9,066,621 | $445,715,088 | |
| 2 | KRYS |
Krystal Biotech, Inc.
|
673,505 | $173,979,811 | |
| 3 | STOK |
Stoke Therapeutics, Inc.
|
4,164,120 | $135,583,747 | |
| 4 | IMNM |
Immunome Inc.
|
5,558,885 | $121,572,814 | |
| 5 | NRIX |
Nurix Therapeutics, Inc.
|
7,732,808 | $119,858,524 | |
| 6 | ANNX |
Annexon, Inc.
|
14,549,768 | $80,605,714 | |
| 7 | RGNX |
REGENXBIO Inc.
|
4,368,804 | $36,610,577 | |
| 8 | STTK |
Shattuck Labs, Inc.
|
5,539,724 | $35,620,425 |
All Filings in ARDX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,392,766 | 733,350 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $7,991,633 | 1,576,259 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,442,657 | 1,660,763 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,941,922 | 1,881,501 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,020,288 | 2,194,560 | Shares | Sole | 2024-05-15 | |
| 2021-06-30 | $28,152,878 | 3,714,100 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $23,263,342 | 3,514,100 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,736,227 | 3,514,100 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,449,025 | 3,514,100 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $24,317,572 | 3,514,100 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $22,194,808 | 3,904,100 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||