Position in BEAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,957,368
+$10,463,955 QoQ
Shares Held
1,164,259
-5.9% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#21
of 274 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Redmile Group, LLC holds $1,454,356,867 across 35 Biotechnology names. BEAM ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRRK |
Scholar Rock Holding Corp
|
4,311,092 | $237,110,060 | |
| 2 | KRYS |
Krystal Biotech, Inc.
|
632,005 | $234,897,298 | |
| 3 | STOK |
Stoke Therapeutics, Inc.
|
3,945,920 | $129,110,502 | |
| 4 | IMNM |
Immunome Inc.
|
4,911,590 | $104,076,592 | |
| 5 | NRIX |
Nurix Therapeutics, Inc.
|
4,073,787 | $98,830,072 | |
| 6 | ABSI |
Absci Corp
|
6,739,675 | $78,112,833 | |
| 7 | ANNX |
Annexon, Inc.
|
11,869,877 | $67,776,997 | |
| 8 | RGNX |
REGENXBIO Inc.
|
4,368,804 | $52,338,271 |
All Filings in BEAM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,957,368 | 1,164,259 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,493,413 | 1,237,659 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,644,011 | 1,285,859 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,676,056 | 1,387,559 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,212,221 | 1,423,411 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,449,725 | 1,610,329 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,908,461 | 1,528,567 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,469,818 | 1,611,013 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,902,719 | 1,703,061 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $62,102,545 | 1,879,617 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $38,918,693 | 1,429,783 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,346,886 | 1,469,725 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,422,404 | 1,485,199 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $49,362,318 | 1,612,094 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $69,247,657 | 1,770,587 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $84,465,100 | 1,772,987 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $71,609,125 | 1,849,887 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $105,205,665 | 1,836,050 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $150,283,386 | 1,885,850 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $171,845,272 | 1,975,006 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $264,178,047 | 2,052,506 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $202,703,140 | 2,532,523 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $308,457,309 | 3,778,262 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $81,917,190 | 3,327,262 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $93,994,824 | 3,356,958 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $60,466,644 | 3,359,258 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||