Redmile Group, LLC

Position in COGT — Cogent Biosciences, Inc.

CIK 1425738 Larkspur, CA

Position in COGT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,478,522

-$7,003,983 QoQ

Shares Held

503,321

-26.8% QoQ

Ownership

0.290%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#62

of 323 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Redmile Group, LLC holds $1,454,356,867 across 35 Biotechnology names. COGT ranks #16 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,478,522	503,321	-26.8%	Shares	Sole	2026-08-14
2026-03-31	$26,482,505	688,036	-52.2%	Shares	Sole	2026-05-15
2025-12-31	$51,074,847	1,437,918	-34.9%	Shares	Sole	2026-02-17
2025-09-30	$31,722,934	2,209,118	+52.6%	Shares	Sole	2025-11-14
2025-06-30	$10,396,927	1,448,040	-55.0%	Shares	Sole	2025-08-14
2025-03-31	$19,263,995	3,216,026	-9.5%	Shares	Sole	2025-05-15
2024-12-31	$27,727,720	3,554,836	-20.7%	Shares	Sole	2025-02-14
2024-09-30	$48,431,304	4,484,380	-6.6%	Shares	Sole	2024-11-14
2024-06-30	$40,463,772	4,799,973	+21.1%	Shares	Sole	2024-08-14
2024-03-31	$26,628,685	3,962,602	+36.0%	Shares	Sole	2024-05-15
2023-12-31	$17,134,449	2,914,022	+41.9%	Shares	Sole	2024-02-14
2023-09-30	$20,019,996	2,053,333	0.0%	Shares	Sole	2023-11-14
2023-06-30	$24,311,462	2,053,333	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.