Redmile Group, LLC
13F Reported Value
ⓘ$1.5B
Holdings
39
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$237.1M4,311,092 sh - 79.2#47
Quality
$234.9M632,005 sh - 24.9#2,681
Quality
$129.1M3,945,920 sh - 25.3
Quality
$104.1M4,911,590 sh - 6.4
Quality
$98.8M4,073,787 sh - 7.0
Quality
$78.1M6,739,675 sh - —
Quality
$67.8M11,869,877 sh - 26.4
Quality
$52.3M4,368,804 sh - —
Quality
$47.8M6,892,033 sh - 27.4
Quality
$44.4M1,412,199 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Scholar Rock Holding Corp$SRRK | — | $237.1M | 4,311,092 |
 Krystal Biotech, Inc.$KRYS | 79.2#47 | $234.9M | 632,005 |
 Stoke Therapeutics, Inc.$STOK | 24.9#2,681 | $129.1M | 3,945,920 |
 Immunome Inc.$IMNM | 25.3 | $104.1M | 4,911,590 |
 Nurix Therapeutics, Inc.$NRIX | 6.4 | $98.8M | 4,073,787 |
 Absci Corp$ABSI | 7.0 | $78.1M | 6,739,675 |
 Annexon, Inc.$ANNX | — | $67.8M | 11,869,877 |
 REGENXBIO Inc.$RGNX | 26.4 | $52.3M | 4,368,804 |
 Shattuck Labs, Inc.$STTK | — | $47.8M | 6,892,033 |
 Neurogene Inc.$NGNE | 27.4 | $44.4M | 1,412,199 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Redmile Group, LLC's 39 positions.
Showing top 10 of 39 holdings.
Sector Allocation
Healthcare
$1.5B
Full Holdings — Redmile Group, LLC (Q2 2026)
All 39 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 | $237.1M | 15.9% | -52% | — |
| 2 | $KRYS | Krystal Biotech, Inc. | $234.9M | 15.8% | -6% | 79.2 |
| 3 | $STOK | Stoke Therapeutics, Inc. | $129.1M | 8.7% | -5% | 24.9 |
| 4 | $IMNM | Immunome Inc. | $104.1M | 7.0% | -12% | 25.3 |
| 5 | $NRIX | Nurix Therapeutics, Inc. | $98.8M | 6.6% | -47% | 6.4 |
| 6 | $ABSI | Absci Corp | $78.1M | 5.2% | -18% | 7 |
| 7 | $ANNX | Annexon, Inc. | $67.8M | 4.5% | -18% | — |
| 8 | $RGNX | REGENXBIO Inc. | $52.3M | 3.5% | +0% | 26.4 |
| 9 | $STTK | Shattuck Labs, Inc. | $47.8M | 3.2% | +24% | — |
| 10 | $NGNE | Neurogene Inc. | $44.4M | 3.0% | -3% | 27.4 |
| 11 |  $BEAM | Beam Therapeutics Inc. | $40.0M | 2.7% | -6% | 34.2 |
| 12 |  $AGMB | Agomab Therapeutics NV | $35.5M | 2.4% | +1650% | — |
| 13 |  $FATE | FATE THERAPEUTICS INC | $34.8M | 2.3% | +0% | 9.2 |
| 14 |  $IDYA | IDEAYA Biosciences, Inc. | $23.9M | 1.6% | +23% | 36.1 |
| 15 |  $SLN | Silence Therapeutics plc | $23.8M | 1.6% | +0% | — |
| 16 |  $COGT | Cogent Biosciences, Inc. | $19.5M | 1.3% | -27% | — |
| 17 |  $SLDB | Solid Biosciences Inc. | $19.5M | 1.3% | -3% | — |
| 18 |  $NUVB | Nuvation Bio Inc. | $17.2M | 1.2% | -4% | 37.9 |
| 19 |  $CLDX | Celldex Therapeutics, Inc. | $16.1M | 1.1% | +66% | 8.4 |
| 20 |  $CLYM | Climb Bio, Inc. | $16.0M | 1.1% | NEW | — |
| 21 |  $ALXO | ALX ONCOLOGY HOLDINGS INC | $15.3M | 1.0% | -7% | — |
| 22 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $15.2M | 1.0% | +53% | 58.2 |
| 23 |  $XENE | Xenon Pharmaceuticals Inc. | $13.8M | 0.9% | -13% | 24 |
| 24 |  $ZYME | Zymeworks Inc. | $12.9M | 0.9% | +0% | 8.7 |
| 25 |  $ADCT | ADC Therapeutics SA | $12.3M | 0.8% | -25% | 21.8 |
| 26 |  $AURA | Aura Biosciences, Inc. | $11.8M | 0.8% | NEW | — |
| 27 |  $ODTX | Odyssey Therapeutics, Inc. | $8.0M | 0.5% | NEW | — |
| 28 |  $LIVN | LivaNova PLC | $7.7M | 0.5% | -14% | — |
| 29 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $7.6M | 0.5% | -14% | 33.9 |
| 30 |  $CBLL | Ceribell, Inc. | $7.5M | 0.5% | +0% | 28 |
| 31 |  $DBVT | DBV Technologies S.A. | $6.7M | 0.5% | -16% | — |
| 32 |  $INSM | INSMED Inc | $5.5M | 0.4% | NEW | 39.4 |
| 33 |  $PRME | Prime Medicine, Inc. | $5.1M | 0.3% | -13% | 30.7 |
| 34 |  $ATRA | Atara Biotherapeutics, Inc. | $5.1M | 0.3% | +0% | 8.1 |
| 35 |  $EPRX | EUPRAXIA PHARMACEUTICALS INC. | $4.0M | 0.3% | -13% | — |
| 36 |  $ORIC | Oric Pharmaceuticals, Inc. | $3.9M | 0.3% | -13% | — |
| 37 |  $ARDX | ARDELYX, INC. | $3.3M | 0.2% | -12% | 41.9 |
| 38 |  $IVVD | Invivyd, Inc. | $2.3M | 0.1% | -2% | 29.7 |
| 39 |  $PLRX | PLIANT THERAPEUTICS, INC. | $880,224 | 0.1% | +0% | — |
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