Redmile Group, LLC

CIK

1425738

City

Larkspur

State / Country

Stock

RGNX — REGENXBIO 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	$36,610,577	4,368,804	0.0%	Shares	Sole	2026-05-15
2025-12-31	$62,910,777	4,368,804	-6.9%	Shares	Sole	2026-02-17
2025-09-30	$45,291,203	4,693,389	-1.7%	Shares	Sole	2025-11-14
2025-06-30	$39,208,636	4,775,717	-0.4%	Shares	Sole	2025-08-14
2025-03-31	$34,282,677	4,794,780	0.0%	Shares	Sole	2025-05-15
2024-12-31	$37,063,649	4,794,780	-2.0%	Shares	Sole	2025-02-14
2024-09-30	$51,326,541	4,892,902	+7.1%	Shares	Sole	2024-11-14
2024-06-30	$53,466,683	4,569,802	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$95,901,284	4,551,556	+21.0%	Shares	Sole	2024-05-15
2023-12-31	$67,504,385	3,760,690	+46.1%	Shares	Sole	2024-02-14
2023-09-30	$42,368,731	2,574,042	+27.0%	Shares	Sole	2023-11-14
2023-06-30	$40,511,254	2,026,576	+23.5%	Shares	Sole	2023-08-14
2023-03-31	$31,026,109	1,640,725	-14.3%	Shares	Sole	2023-05-15
2022-12-31	$43,398,452	1,913,512	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$50,671,913	1,917,212	-4.4%	Shares	Sole	2022-11-14
2022-06-30	$49,515,176	2,004,663	+1.4%	Shares	Sole	2022-08-15
2022-03-31	$65,614,074	1,976,923	+4.2%	Shares	Sole	2022-05-16
2021-12-31	$62,039,192	1,897,223	-5.5%	Shares	Sole	2022-02-14
2021-09-30	$84,175,401	2,008,001	-6.1%	Shares	Sole	2021-11-15
2021-06-30	$83,069,108	2,138,201	-8.6%	Shares	Sole	2021-08-16
2021-03-31	$79,828,076	2,340,313	+10.2%	Shares	Sole	2021-05-17
2020-12-31	$96,321,597	2,123,492	-4.7%	Shares	Sole	2021-02-16
2020-09-30	$61,319,128	2,228,166	-0.4%	Shares	Sole	2020-11-16
2020-06-30	$82,380,091	2,236,766	-4.3%	Shares	Sole	2020-08-14
2020-03-31	$75,719,529	2,338,466	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.