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 STTK
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-09 | $41,927,488 | 9,819,084 | Shares | Sole | 2026-06-11 | |
| 2026-03-31 | $35,620,425 | 5,539,724 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,219,992 | 5,539,724 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,239,940 | 5,539,724 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,387,461 | 5,539,724 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,262,737 | 5,539,724 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,703,066 | 5,539,724 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,598,056 | 5,615,489 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,675,787 | 5,615,489 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $50,202,471 | 5,615,489 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $40,069,986 | 5,619,914 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,542,269 | 5,619,914 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,534,131 | 5,619,914 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,522,547 | 5,619,914 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,925,802 | 5,619,914 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,173,767 | 5,619,914 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,816,850 | 5,619,914 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,940,833 | 5,619,914 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $47,825,468 | 5,619,914 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $114,533,847 | 5,619,914 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $162,921,306 | 5,619,914 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $164,326,285 | 5,619,914 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||