Redmile Group, LLC

CIK

1425738

City

Larkspur

State / Country

Stock

CLDX — Celldex 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

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,295,033	261,508	-7.7%	Shares	Sole	2026-05-15
2025-12-31	$7,694,645	283,308	-13.4%	Shares	Sole	2026-02-17
2025-09-30	$8,459,696	327,008	-4.7%	Shares	Sole	2025-11-14
2025-06-30	$6,980,579	343,026	-41.9%	Shares	Sole	2025-08-14
2025-03-31	$10,711,676	590,175	-4.2%	Shares	Sole	2025-05-15
2024-12-31	$15,560,634	615,775	-6.3%	Shares	Sole	2025-02-14
2024-09-30	$22,337,378	657,175	-8.6%	Shares	Sole	2024-11-14
2024-06-30	$26,599,938	718,723	-19.8%	Shares	Sole	2024-08-14
2024-03-31	$37,624,174	896,454	-9.8%	Shares	Sole	2024-05-15
2023-12-31	$39,414,226	993,803	-39.3%	Shares	Sole	2024-02-14
2023-09-30	$45,021,013	1,635,938	-3.5%	Shares	Sole	2023-11-14
2023-06-30	$57,545,415	1,696,004	-9.8%	Shares	Sole	2023-08-14
2023-03-31	$67,633,009	1,879,739	-4.9%	Shares	Sole	2023-05-15
2022-12-31	$88,134,991	1,977,451	-0.4%	Shares	Sole	2023-02-14
2022-09-30	$55,802,594	1,985,151	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$55,814,964	2,070,288	+1.2%	Shares	Sole	2022-08-15
2022-03-31	$69,695,922	2,046,269	-5.5%	Shares	Sole	2022-05-16
2021-12-31	$83,678,243	2,165,586	-28.8%	Shares	Sole	2022-02-14
2021-09-30	$164,307,659	3,043,298	+1.0%	Shares	Sole	2021-11-15
2021-06-30	$100,723,988	3,012,081	-11.1%	Shares	Sole	2021-08-16
2021-03-31	$69,788,432	3,387,788	+24.9%	Shares	Sole	2021-05-17
2020-12-31	$47,507,512	2,711,616	+36.3%	Shares	Sole	2021-02-16
2020-09-30	$29,499,836	1,989,200	-0.5%	Shares	Sole	2020-11-16
2020-06-30	$26,000,000	2,000,000	—	Shares	Sole	2020-08-14
No 13F history on record for this holder in this stock.