Redmile Group, LLC

CIK

1425738

City

Larkspur

State / Country

Stock

KRYS — Krystal Biotech, 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

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$173,979,811	673,505	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$167,081,390	677,705	+2.5%	Shares	Sole	2026-02-17
2025-09-30	$116,754,823	661,388	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$91,200,723	663,471	-10.1%	Shares	Sole	2025-08-14
2025-03-31	$133,002,802	737,675	-2.1%	Shares	Sole	2025-05-15
2024-12-31	$117,992,395	753,175	-7.0%	Shares	Sole	2025-02-14
2024-09-30	$147,488,897	810,245	-20.6%	Shares	Sole	2024-11-14
2024-06-30	$187,510,763	1,021,078	-32.3%	Shares	Sole	2024-08-14
2024-03-31	$268,362,922	1,508,250	-13.0%	Shares	Sole	2024-05-15
2023-12-31	$215,019,427	1,733,189	-13.5%	Shares	Sole	2024-02-14
2023-09-30	$232,390,572	2,003,367	-21.9%	Shares	Sole	2023-11-14
2023-06-30	$301,326,001	2,566,661	+34.1%	Shares	Sole	2023-08-14
2023-03-31	$153,177,196	1,913,280	+0.9%	Shares	Sole	2023-05-15
2022-12-31	$150,252,216	1,896,645	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$132,398,286	1,899,545	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$124,658,464	1,898,545	+4.6%	Shares	Sole	2022-08-15
2022-03-31	$120,816,544	1,815,698	-0.3%	Shares	Sole	2022-05-16
2021-12-31	$127,371,815	1,820,898	-8.1%	Shares	Sole	2022-02-14
2021-09-30	$103,502,774	1,982,432	-4.3%	Shares	Sole	2021-11-15
2021-06-30	$140,904,976	2,072,132	+0.6%	Shares	Sole	2021-08-16
2021-03-31	$158,712,569	2,060,132	+23.0%	Shares	Sole	2021-05-17
2020-12-31	$100,502,160	1,675,036	+11.5%	Shares	Sole	2021-02-16
2020-09-30	$64,658,732	1,501,945	+6.5%	Shares	Sole	2020-11-16
2020-06-30	$58,391,637	1,409,745	+34.0%	Shares	Sole	2020-08-14
2020-03-31	$45,479,832	1,051,800	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.