Redmile Group, LLC
Top Portfolio Positions
34 positions ·
$1,474,528,600 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SRRK |
Scholar Rock Holding Corp
Healthcare
|
9,066,621 | $445,715,088 | 30.23% | |
| KRYS |
Krystal Biotech, Inc.
Healthcare
|
673,505 | $173,979,811 | 11.80% | |
| STOK |
Stoke Therapeutics, Inc.
Healthcare
|
4,164,120 | $135,583,747 | 9.20% | |
| IMNM |
Immunome Inc.
Healthcare
|
5,558,885 | $121,572,814 | 8.24% | |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
7,732,808 | $119,858,524 | 8.13% | |
| ANNX |
Annexon, Inc.
Healthcare
|
14,549,768 | $80,605,714 | 5.47% | |
| ADCT |
ADC Therapeutics SA
Healthcare
|
15,470,502 | $58,014,382 | 3.93% | |
| RGNX |
REGENXBIO Inc.
Healthcare
|
4,368,804 | $36,610,577 | 2.48% | |
| BEAM |
Beam Therapeutics Inc.
Healthcare
|
1,237,659 | $29,493,413 | 2.00% | |
| NGNE |
Neurogene Inc.
Healthcare
|
1,459,599 | $29,425,515 | 2.00% |
Portfolio Trend
Holdings in PLRX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $972,878 | 772,126 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,971,798 | 1,616,228 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,355,708 | 1,591,695 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,893,789 | 1,632,577 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,772,304 | 2,053,559 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,133,445 | 2,895,478 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,843,874 | 3,197,491 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,503,103 | 3,209,591 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $46,148,578 | 3,097,220 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $48,836,295 | 2,696,648 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $46,438,236 | 2,678,099 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $48,527,153 | 2,678,099 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $77,822,236 | 2,925,648 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $74,973,318 | 3,878,599 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $94,176,381 | 4,508,204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,582,698 | 3,069,001 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,596,415 | 3,080,801 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $41,627,263 | 3,083,501 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $52,049,496 | 3,083,501 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $91,914,397 | 3,156,401 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $126,138,900 | 3,207,193 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $76,983,902 | 3,388,376 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $76,823,296 | 3,391,757 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $110,709,926 | 3,410,657 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||