Redmile Group, LLC
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 IVVD
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,443,256 | 2,648,659 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,622,462 | 2,681,159 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,513,852 | 2,285,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,634,003 | 2,285,320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,382,618 | 2,285,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,334,428 | 3,012,254 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,127,028 | 3,065,714 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,372,285 | 3,065,714 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,396,819 | 1,440,725 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,676,456 | 1,440,725 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,449,232 | 1,440,725 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,512,761 | 1,440,725 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,728,870 | 1,440,725 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,161,087 | 1,440,725 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,012,604 | 1,920,960 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,300,748 | 1,920,960 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,759,577 | 1,920,960 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,946,169 | 1,920,960 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $137,151,590 | 3,246,960 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||