Position in SLDB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,467,463
+$4,981,819 QoQ
Shares Held
1,948,695
-3.1% QoQ
Ownership
1.82%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#18
of 156 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLDB Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Redmile Group, LLC holds $1,454,356,867 across 35 Biotechnology names. SLDB ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRRK |
Scholar Rock Holding Corp
|
4,311,092 | $237,110,060 | |
| 2 | KRYS |
Krystal Biotech, Inc.
|
632,005 | $234,897,298 | |
| 3 | STOK |
Stoke Therapeutics, Inc.
|
3,945,920 | $129,110,502 | |
| 4 | IMNM |
Immunome Inc.
|
4,911,590 | $104,076,592 | |
| 5 | NRIX |
Nurix Therapeutics, Inc.
|
4,073,787 | $98,830,072 | |
| 6 | ABSI |
Absci Corp
|
6,739,675 | $78,112,833 | |
| 7 | ANNX |
Annexon, Inc.
|
11,869,877 | $67,776,997 | |
| 8 | RGNX |
REGENXBIO Inc.
|
4,368,804 | $52,338,271 |
All Filings in SLDB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,467,463 | 1,948,695 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,485,644 | 2,011,895 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,493,456 | 1,860,542 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,718,940 | 1,899,342 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,330,559 | 1,915,926 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,470,932 | 2,019,171 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,460,984 | 615,246 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||