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 ZYME
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,311,016 | 491,654 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,945,249 | 491,654 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $63,294,210 | 3,705,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,090,368 | 4,150,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $57,036,334 | 4,788,945 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $70,864,378 | 4,840,463 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,028,983 | 5,101,911 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,345,924 | 5,211,037 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $58,499,594 | 5,560,798 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,160,489 | 5,790,230 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,892,198 | 5,661,230 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $48,913,027 | 5,661,230 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $54,853,978 | 6,067,918 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $48,542,715 | 6,175,918 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||