Redmile Group, LLC
13F Reported Value
ⓘ$1.5B
Holdings
35
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Redmile Group, LLC disclosed 35 positions worth $1.5B in its Form 13F-HR for Q1 2026, led by $SRRK (Scholar Rock Holding Corp) at 29.5% of the equity portfolio, followed by $KRYS and $STOK. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $BMRN and a full exit from $RAPT. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Redmile Group, LLC’s Form 13F-HR filing with the SEC under CIK 1425738.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$445.7M9,066,621 sh - 75.9#116
Quality
$174.0M673,505 sh - 53.4#1,280
Quality
$135.6M4,164,120 sh - 5.8
Quality
$121.6M5,558,885 sh - 13.2
Quality
$119.9M7,732,808 sh - —
Quality
$80.6M14,549,768 sh - 16.3
Quality
$58.0M15,470,502 sh - 26.9
Quality
$36.6M4,368,804 sh - —
Quality
$35.6M5,539,724 sh - 12.1
Quality
$29.5M1,237,659 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Scholar Rock Holding Corp$SRRK | — | $445.7M | 9,066,621 |
 Krystal Biotech, Inc.$KRYS | 75.9#116 | $174.0M | 673,505 |
 Stoke Therapeutics, Inc.$STOK | 53.4#1,280 | $135.6M | 4,164,120 |
 Immunome Inc.$IMNM | 5.8 | $121.6M | 5,558,885 |
 Nurix Therapeutics, Inc.$NRIX | 13.2 | $119.9M | 7,732,808 |
 Annexon, Inc.$ANNX | — | $80.6M | 14,549,768 |
 ADC Therapeutics SA$ADCT | 16.3 | $58.0M | 15,470,502 |
 REGENXBIO Inc.$RGNX | 26.9 | $36.6M | 4,368,804 |
 Shattuck Labs, Inc.$STTK | — | $35.6M | 5,539,724 |
 Beam Therapeutics Inc.$BEAM | 12.1 | $29.5M | 1,237,659 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Redmile Group, LLC's 35 positions.
Showing top 10 of 35 holdings.
Sector Allocation
Healthcare
$1.5B
Full Holdings — Redmile Group, LLC (Q1 2026)
All 35 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SRRK | Scholar Rock Holding Corp | $445.7M | 29.5% | +74% | — |
| 2 | $KRYS | Krystal Biotech, Inc. | $174.0M | 11.5% | -1% | 75.9 |
| 3 | $STOK | Stoke Therapeutics, Inc. | $135.6M | 9.0% | +3% | 53.4 |
| 4 | $IMNM | Immunome Inc. | $121.6M | 8.1% | -3% | 5.8 |
| 5 | $NRIX | Nurix Therapeutics, Inc. | $119.9M | 7.9% | -4% | 13.2 |
| 6 | $ANNX | Annexon, Inc. | $80.6M | 5.3% | +45% | — |
| 7 | $ADCT | ADC Therapeutics SA | $58.0M | 3.8% | -1% | 16.3 |
| 8 | $RGNX | REGENXBIO Inc. | $36.6M | 2.4% | +0% | 26.9 |
| 9 | $STTK | Shattuck Labs, Inc. | $35.6M | 2.4% | +0% | — |
| 10 | $BEAM | Beam Therapeutics Inc. | $29.5M | 1.9% | -4% | 12.1 |
| 11 |  $NGNE | Neurogene Inc. | $29.4M | 1.9% | +0% | — |
| 12 |  $COGT | Cogent Biosciences, Inc. | $26.5M | 1.8% | -52% | — |
| 13 |  $ABSI | Absci Corp | $24.8M | 1.6% | +0% | 4.4 |
| 14 |  $IDYA | IDEAYA Biosciences, Inc. | $17.4M | 1.1% | -30% | 10.5 |
| 15 |  $ALXO | ALX ONCOLOGY HOLDINGS INC | $16.0M | 1.1% | +144% | — |
| 16 |  $FATE | FATE THERAPEUTICS INC | $15.4M | 1.0% | +0% | 6.7 |
| 17 |  $XENE | Xenon Pharmaceuticals Inc. | $15.3M | 1.0% | +96% | 12.9 |
| 18 |  $SLDB | Solid Biosciences Inc. | $14.5M | 1.0% | +8% | — |
| 19 |  $NUVB | Nuvation Bio Inc. | $13.5M | 0.9% | -0% | 29.5 |
| 20 |  $ZYME | Zymeworks Inc. | $12.3M | 0.8% | +0% | 27.2 |
| 21 |  $SLN | Silence Therapeutics plc | $11.4M | 0.8% | +0% | — |
| 22 |  $DBVT | DBV Technologies S.A. | $10.3M | 0.7% | -11% | 6.1 |
| 23 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $9.8M | 0.7% | NEW | 74.1 |
| 24 |  $CLDX | Celldex Therapeutics, Inc. | $8.3M | 0.6% | -8% | 13.2 |
| 25 |  $CBLL | Ceribell, Inc. | $7.1M | 0.5% | -11% | 32.1 |
| 26 |  $LIVN | LivaNova PLC | $6.9M | 0.5% | -8% | — |
| 27 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $5.9M | 0.4% | -8% | 26.7 |
| 28 |  $PRME | Prime Medicine, Inc. | $5.5M | 0.4% | NEW | 11.2 |
| 29 |  $ORIC | Oric Pharmaceuticals, Inc. | $5.3M | 0.3% | -7% | — |
| 30 |  $EPRX | EUPRAXIA PHARMACEUTICALS INC. | $5.1M | 0.3% | NEW | — |
| 31 |  $ARDX | ARDELYX, INC. | $4.4M | 0.3% | NEW | 35.3 |
| 32 |  $IVVD | Invivyd, Inc. | $3.4M | 0.2% | -1% | 25.7 |
| 33 |  $ATRA | Atara Biotherapeutics, Inc. | $2.1M | 0.1% | +0% | 63 |
| 34 |  $AGMB | Agomab Therapeutics NV | $1.6M | 0.1% | NEW | — |
| 35 |  $PLRX | PLIANT THERAPEUTICS, INC. | $972,879 | 0.1% | -52% | — |
New Positions (5)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Redmile Group, LLC including:
Track Redmile Group, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Redmile Group, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Redmile Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Redmile Group, LLC (SEC CIK: 1425738), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Redmile Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.