Redmile Group, LLC

CIK

1425738

City

Larkspur

State / Country

CA

Stock

COGT — Cogent Biosciences, Inc.

Top Portfolio Positions

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

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
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%

Portfolio Trend

25 quarters · across all stocks

Holdings in COGT

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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 13F history on record for this holder in this stock.