Redmile Group, LLC

CIK

1425738

City

Larkspur

State / Country

Stock

STOK — Stoke Therapeutics, 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	$135,583,747	4,164,120	+3.2%	Shares	Sole	2026-05-15
2025-12-31	$128,041,381	4,034,070	-3.4%	Shares	Sole	2026-02-17
2025-09-30	$98,125,237	4,175,542	-4.6%	Shares	Sole	2025-11-14
2025-06-30	$49,666,816	4,375,931	-2.5%	Shares	Sole	2025-08-14
2025-03-31	$29,831,773	4,485,981	-2.3%	Shares	Sole	2025-05-15
2024-12-31	$50,667,727	4,593,629	-2.5%	Shares	Sole	2025-02-14
2024-09-30	$57,929,025	4,713,509	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$63,781,439	4,721,054	-6.9%	Shares	Sole	2024-08-14
2024-03-31	$68,486,161	5,073,049	+93.2%	Shares	Sole	2024-05-15
2023-12-31	$13,810,161	2,625,506	-32.2%	Shares	Sole	2024-02-14
2023-09-30	$15,258,422	3,872,696	-2.1%	Shares	Sole	2023-11-14
2023-06-30	$42,043,648	3,955,188	-4.6%	Shares	Sole	2023-08-14
2023-03-31	$34,531,148	4,145,396	+545.3%	Shares	Sole	2023-05-15
2022-12-31	$5,929,628	642,430	-23.1%	Shares	Sole	2023-02-14
2022-09-30	$10,732,057	835,830	-58.1%	Shares	Sole	2022-11-14
2022-06-30	$26,331,070	1,993,268	-1.5%	Shares	Sole	2022-08-15
2022-03-31	$42,612,946	2,024,368	-9.9%	Shares	Sole	2022-05-16
2021-12-31	$53,897,565	2,246,668	-5.7%	Shares	Sole	2022-02-14
2021-09-30	$60,597,011	2,381,958	-3.1%	Shares	Sole	2021-11-15
2021-06-30	$82,755,062	2,458,558	-3.4%	Shares	Sole	2021-08-16
2021-03-31	$98,811,368	2,544,062	-5.3%	Shares	Sole	2021-05-17
2020-12-31	$166,358,471	2,686,234	+5.4%	Shares	Sole	2021-02-16
2020-09-30	$85,382,955	2,549,506	+1.9%	Shares	Sole	2020-11-16
2020-06-30	$59,629,951	2,502,306	+15.5%	Shares	Sole	2020-08-14
2020-03-31	$49,599,980	2,165,938	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.