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 NRIX
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,858,524 | 7,732,808 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $153,541,434 | 8,093,908 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,988,360 | 3,678,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,517,594 | 3,732,888 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $48,136,892 | 4,051,927 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $78,989,092 | 4,192,627 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $96,193,643 | 4,280,981 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $92,320,865 | 4,423,616 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $65,900,335 | 4,483,016 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,607,276 | 3,256,519 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,391,780 | 2,848,827 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $28,544,516 | 2,857,309 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,414,529 | 2,749,384 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,948,608 | 3,000,784 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $39,177,092 | 3,006,684 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,094,686 | 3,006,684 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $42,293,163 | 3,018,784 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $85,642,321 | 2,958,284 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $92,668,586 | 3,093,077 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $84,632,742 | 3,190,077 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $103,035,897 | 3,314,117 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $93,580,590 | 2,846,125 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $90,541,528 | 2,593,570 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||