Redmile Group, LLC 13F holdings
Redmile Group, LLC reported 39 positions with a total reported value of $1.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: SRRK SCHOLAR ROCK HLDG CORP (15.9%), KRYS KRYSTAL BIOTECH INC (15.8%), STOK STOKE THERAPEUTICS INC (8.7%), IMNM IMMUNOME INC (7.0%), NRIX NURIX THERAPEUTICS INC (6.6%). Against 2026-03-31 it opened 4 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 39 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SRRK SCHOLAR ROCK HLDG CORP | 4,311,092 | $237.1M | 15.9% |
| KRYS KRYSTAL BIOTECH INC | 632,005 | $234.9M | 15.8% |
| STOK STOKE THERAPEUTICS INC | 3,945,920 | $129.1M | 8.7% |
| IMNM IMMUNOME INC | 4,911,590 | $104.1M | 7.0% |
| NRIX NURIX THERAPEUTICS INC | 4,073,787 | $98.8M | 6.6% |
| ABSI ABSCI CORPORATION | 6,739,675 | $78.1M | 5.2% |
| ANNX ANNEXON INC | 11,869,877 | $67.8M | 4.6% |
| RGNX REGENXBIO INC | 4,368,804 | $52.3M | 3.5% |
| STTK SHATTUCK LABS INC | 6,892,033 | $47.8M | 3.2% |
| NGNE NEUROGENE INC | 1,412,199 | $44.4M | 3.0% |
| BEAM BEAM THERAPEUTICS INC | 1,164,259 | $40.0M | 2.7% |
| AGMB AGOMAB THERAPEUTICS NV | 2,733,926 | $35.5M | 2.4% |
| FATE FATE THERAPEUTICS INC | 12,872,946 | $34.8M | 2.3% |
| IDYA IDEAYA BIOSCIENCES INC | 640,202 | $23.9M | 1.6% |
| SLN SILENCE THERAPEUTICS PLC | 2,164,777 | $23.8M | 1.6% |
| COGT COGENT BIOSCIENCES INC | 503,321 | $19.5M | 1.3% |
| SLDB SOLID BIOSCIENCES INC | 1,948,695 | $19.5M | 1.3% |
| NUVB NUVATION BIO INC | 3,031,009 | $17.2M | 1.2% |
| CLDX CELLDEX THERAPEUTICS INC NEW | 433,921 | $16.1M | 1.1% |
| CLYM CLIMB BIO INC | 1,226,330 | $16.0M | 1.1% |
| ALXO ALX ONCOLOGY HLDGS INC | 7,392,504 | $15.3M | 1.0% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 265,169 | $15.2M | 1.0% |
| XENE XENON PHARMACEUTICALS INC | 229,374 | $13.8M | 0.9% |
| ZYME ZYMEWORKS INC | 491,654 | $12.9M | 0.9% |
| ADCT ADC THERAPEUTICS SA | 11,526,710 | $12.3M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 4 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AGMB AGOMAB THERAPEUTICS NV | 156,250 | 2,733,926 | +1,649.7% | $35.5M |
| STTK SHATTUCK LABS INC | 5,539,724 | 6,892,033 | +24.4% | $47.8M |
| CLDX CELLDEX THERAPEUTICS INC NEW | 261,508 | 433,921 | +65.9% | $16.1M |
| BMRN BIOMARIN PHARMACEUTICAL INC | 173,859 | 265,169 | +52.5% | $15.2M |
| IDYA IDEAYA BIOSCIENCES INC | 521,117 | 640,202 | +22.9% | $23.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SRRK SCHOLAR ROCK HLDG CORP | 9,066,621 | 4,311,092 | -52.5% | $237.1M |
| NRIX NURIX THERAPEUTICS INC | 7,732,808 | 4,073,787 | -47.3% | $98.8M |
| ABSI ABSCI CORPORATION | 8,253,316 | 6,739,675 | -18.3% | $78.1M |
| KRYS KRYSTAL BIOTECH INC | 673,505 | 632,005 | -6.2% | $234.9M |
| ANNX ANNEXON INC | 14,549,768 | 11,869,877 | -18.4% | $67.8M |
| IMNM IMMUNOME INC | 5,558,885 | 4,911,590 | -11.6% | $104.1M |
| COGT COGENT BIOSCIENCES INC | 688,036 | 503,321 | -26.8% | $19.5M |
| STOK STOKE THERAPEUTICS INC | 4,164,120 | 3,945,920 | -5.2% | $129.1M |
| ADCT ADC THERAPEUTICS SA | 15,470,502 | 11,526,710 | -25.5% | $12.3M |
| BEAM BEAM THERAPEUTICS INC | 1,237,659 | 1,164,259 | -5.9% | $40.0M |
| XENE XENON PHARMACEUTICALS INC | 262,674 | 229,374 | -12.7% | $13.8M |
| NGNE NEUROGENE INC | 1,459,599 | 1,412,199 | -3.2% | $44.4M |
CIK 1425738 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
