Redmile Group, LLC
Sector Allocation
- Healthcare100.0%$1.5B
AUM History
13fpro.ai/research/fund/redmile-group-llc-1425738
Conviction and streaks
Diversifying · top 10 = 73.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SRRK
$237.1MKRYS
$234.9MSTOK
$129.1MIMNM
$104.1MNRIX
$98.8MABSI
$78.1MANNX
$67.8MRGNX
$52.3MSTTK
$47.8MNGNE
$44.4MBEAM
$40.0MAGMB
$35.5MFATE
$34.8MIDYA
$23.9MSLN
$23.8MCOGT
$19.5MSLDB
$19.5MNUVB
$17.2MCLDX
$16.1MCLYM
$16.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/redmile-group-llc-1425738
Redmile Group, LLC 13F holdings — Q2 2026
$1.5B portfolio (-1.4% QoQ) · 39 holdings · Q2 2026 13F · top 10 are 74% of the stock portfolio
$237.1M
15.9% of stocks
-52%This quarter-20.6%Since filed6+ qtrsHeld$234.9M
15.8% of stocks
-6%This quarter-5.6%Since filed6+ qtrsHeld$129.1M
8.7% of stocks
-5%This quarter-18.6%Since filed6+ qtrsHeld$104.1M
7.0% of stocks
-12%This quarter-34.2%Since filed6+ qtrsHeldAIQuality25.3#2,770Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$98.8M
6.6% of stocks
-47%This quarter-5.5%Since filed6+ qtrsHeldAIQuality6.9#2,910Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$78.1M
5.2% of stocks
-18%This quarter+2.9%Since filed6+ qtrsHeld$67.8M
4.5% of stocks
-18%This quarter-30.1%Since filed6+ qtrsHeld$52.3M
3.5% of stocks
No changeThis quarter-38.9%Since filed6+ qtrsHeld$47.8M
3.2% of stocks
+24%This quarter-25.3%Since filed6+ qtrsHeld$44.4M
3.0% of stocks
-3%This quarter-34.9%Since filed6+ qtrsHeld
All holdings — Redmile Group, LLC (Q2 2026)
39 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Beam Therapeutics Inc. | Healthcare | $40.0M | 2.7% | 1.16M | -6% | 6+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AgomAb Therapeutics NVadr | Healthcare | $35.5M | 2.4% | 2.73M | +1650% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | FATE THERAPEUTICS INC | Healthcare | $34.8M | 2.3% | 12.87M | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | IDEAYA Biosciences, Inc. | Healthcare | $23.9M | 1.6% | 640K | +23% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Silence Therapeutics plcadr | Healthcare | $23.8M | 1.6% | 2.16M | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Cogent Biosciences, Inc. | Healthcare | $19.5M | 1.3% | 503K | -27% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Solid Biosciences Inc. | Healthcare | $19.5M | 1.3% | 1.95M | -3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Nuvation Bio Inc. | Healthcare | $17.2M | 1.2% | 3.03M | -4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Celldex Therapeutics, Inc. | Healthcare | $16.1M | 1.1% | 434K | +66% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Climb Bio, Inc. | Healthcare | $16.0M | 1.1% | 1.23M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ALX ONCOLOGY HOLDINGS INC | Healthcare | $15.3M | 1.0% | 7.39M | -7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BIOMARIN PHARMACEUTICAL INC | Healthcare | $15.2M | 1.0% | 265K | +53% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Xenon Pharmaceuticals Inc. | Healthcare | $13.8M | 0.9% | 229K | -13% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Zymeworks Inc. | Healthcare | $12.9M | 0.9% | 492K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ADC Therapeutics SA | Healthcare | $12.3M | 0.8% | 11.53M | -25% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AURA | Aura Biosciences, Inc. | Healthcare | $11.8M | 0.8% | 1.67M | New | |||
| 27 | $ODTX | Odyssey Therapeutics, Inc. | Healthcare | $8.0M | 0.5% | 425K | New | |||
| 28 | $LIVN | LivaNova PLC | Healthcare | $7.7M | 0.5% | 93K | -14% | |||
| 29 | $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | Healthcare | $7.6M | 0.5% | 89K | -14% | |||
| 30 | $CBLL | Ceribell, Inc. | Healthcare | $7.5M | 0.5% | 387K | — | |||
| 31 | $DBVT | DBV Technologies S.A. | Healthcare | $6.7M | 0.5% | 410K | -16% | |||
| 32 | $INSM | INSMED Inc | Healthcare | $5.5M | 0.4% | 51K | New | |||
| 33 | $PRME | Prime Medicine, Inc. | Healthcare | $5.1M | 0.3% | 1.39M | -13% | |||
| 34 | $ATRA | Atara Biotherapeutics, Inc. | Healthcare | $5.1M | 0.3% | 442K | — | |||
| 35 | $EPRX | EUPRAXIA PHARMACEUTICALS INC. | Healthcare | $4.0M | 0.3% | 611K | -13% | |||
| 36 | $ORIC | Oric Pharmaceuticals, Inc. | Healthcare | $3.9M | 0.3% | 362K | -13% | |||
| 37 | $ARDX | ARDELYX, INC. | Healthcare | $3.3M | 0.2% | 642K | -12% | |||
| 38 | $IVVD | Invivyd, Inc. | Healthcare | $2.3M | 0.1% | 2.60M | -2% | |||
| 39 | $PLRX | PLIANT THERAPEUTICS, INC. | Healthcare | $880K | 0.1% | 772K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 5 added to, 23 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (5)
now $35.5M · held 2 qtrs, 2 adds in a row
now $47.8M · held 6+ qtrs
now $16.1M · held 6+ qtrs
$BMRNBIOMARIN PHARMACEUTICAL INC+53%
now $15.2M · held 2 qtrs, 2 adds in a row
now $23.9M · held 6+ qtrs
Trimmed (23)
now $237.1M · held 6+ qtrs
now $98.8M · held 6+ qtrs, 2 trims in a row
now $78.1M · held 6+ qtrs
now $234.9M · held 6+ qtrs
now $67.8M · held 6+ qtrs
now $104.1M · held 6+ qtrs, 2 trims in a row
+17 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Redmile Group, LLC has filed, 37 earlier quarters. Pick one to see what it held then.
Is it too late to follow Redmile Group?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Redmile Group's top 20 holdings: 36/100 (our AI quality score, weighted by position size; 12 of the 20 are scored)
Top 10 since filing
-17.6%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 34% over the last 4
Top 10 weight
74%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Redmile Group, LLC disclosed 39 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $SRRK (Scholar Rock Holding Corp) at 15.9% of the equity portfolio, followed by $KRYS and $STOK. During the quarter the fund opened 4 new positions and exited 0 — including a new stake in $CLYM. 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.
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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 an AI quality ranking built from its SEC filings (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.