Redmile Group, LLC

CIK

1425738

City

Larkspur

State / Country

Stock

BEAM — Beam Therapeutics Inc.

Top Portfolio Positions

35 positions · $1,984,563,976 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SRRK	Scholar Rock Holding Corp Healthcare	18,133,242	$891,430,176	44.92%
KRYS	Krystal Biotech, Inc. Healthcare	673,505	$173,979,811	8.77%
STOK	Stoke Therapeutics, Inc. Healthcare	4,164,120	$135,583,747	6.83%
IMNM	Immunome Inc. Healthcare	5,558,885	$121,572,814	6.13%
NRIX	Nurix Therapeutics, Inc. Healthcare	7,732,808	$119,858,524	6.04%
ANNX	Annexon, Inc. Healthcare	14,549,768	$80,605,714	4.06%
ADCT	ADC Therapeutics SA Healthcare	15,470,502	$58,014,382	2.92%
RGNX	REGENXBIO Inc. Healthcare	4,368,804	$36,610,577	1.84%
STTK	Shattuck Labs, Inc. Healthcare	5,539,724	$35,620,425	1.79%
AGMB	Agomab Therapeutics NV Healthcare	2,892,176	$30,338,925	1.53%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,493,413	1,237,659	-3.7%	Shares	Sole	2026-05-15
2025-12-31	$35,644,011	1,285,859	-7.3%	Shares	Sole	2026-02-17
2025-09-30	$33,676,056	1,387,559	-2.5%	Shares	Sole	2025-11-14
2025-06-30	$24,212,221	1,423,411	-11.6%	Shares	Sole	2025-08-14
2025-03-31	$31,449,725	1,610,329	+5.3%	Shares	Sole	2025-05-15
2024-12-31	$37,908,461	1,528,567	-5.1%	Shares	Sole	2025-02-14
2024-09-30	$39,469,818	1,611,013	-5.4%	Shares	Sole	2024-11-14
2024-06-30	$39,902,719	1,703,061	-9.4%	Shares	Sole	2024-08-14
2024-03-31	$62,102,545	1,879,617	+31.5%	Shares	Sole	2024-05-15
2023-12-31	$38,918,693	1,429,783	-2.7%	Shares	Sole	2024-02-14
2023-09-30	$35,346,886	1,469,725	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$47,422,404	1,485,199	-7.9%	Shares	Sole	2023-08-14
2023-03-31	$49,362,318	1,612,094	-9.0%	Shares	Sole	2023-05-15
2022-12-31	$69,247,657	1,770,587	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$84,465,100	1,772,987	-4.2%	Shares	Sole	2022-11-14
2022-06-30	$71,609,125	1,849,887	+0.8%	Shares	Sole	2022-08-15
2022-03-31	$105,205,665	1,836,050	-2.6%	Shares	Sole	2022-05-16
2021-12-31	$150,283,386	1,885,850	-4.5%	Shares	Sole	2022-02-14
2021-09-30	$171,845,272	1,975,006	-3.8%	Shares	Sole	2021-11-15
2021-06-30	$264,178,047	2,052,506	-19.0%	Shares	Sole	2021-08-16
2021-03-31	$202,703,140	2,532,523	-33.0%	Shares	Sole	2021-05-17
2020-12-31	$308,457,309	3,778,262	+13.6%	Shares	Sole	2021-02-16
2020-09-30	$81,917,190	3,327,262	-0.9%	Shares	Sole	2020-11-16
2020-06-30	$93,994,824	3,356,958	-0.1%	Shares	Sole	2020-08-14
2020-03-31	$60,466,644	3,359,258	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.