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 KLRS
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $700,140 | 82,955 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $479,479 | 82,955 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $221,489 | 82,955 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $666,128 | 82,955 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||