EdgeMarket › What Redmile Group, Llc reported owning
What Redmile Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
35Quarter
2026-03-31Shown below
35largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SRRK Scholar Rock Holding Corp | 445.7M | 29.5% | 9.1M | 56.50 | +64.2% |
| KRYS Krystal Biotech, Inc. | 174.0M | 11.5% | 673.5K | 346.58 | +137.6% |
| STOK Stoke Therapeutics, Inc. | 135.6M | 9.0% | 4.2M | 32.29 | +67.1% |
| IMNM Immunome Inc. | 121.6M | 8.1% | 5.6M | 28.52 | +198.0% |
| NRIX Nurix Therapeutics, Inc. | 119.9M | 7.9% | 7.7M | 26.72 | +180.4% |
| ANNX Annexon, Inc. | 80.6M | 5.3% | 14.5M | 5.07 | +136.9% |
| ADCT ADC Therapeutics SA | 58.0M | 3.8% | 15.5M | 1.00 | -68.0% |
| RGNX REGENXBIO Inc. | 36.6M | 2.4% | 4.4M | 10.72 | +32.8% |
| STTK Shattuck Labs, Inc. | 35.6M | 2.4% | 5.5M | 7.53 | +645.5% |
| BEAM Beam Therapeutics Inc. | 29.5M | 2.0% | 1.2M | 29.76 | +85.3% |
| NGNE Neurogene Inc. | 29.4M | 1.9% | 1.5M | 38.63 | +97.0% |
| COGT Cogent Biosciences, Inc. | 26.5M | 1.8% | 688.0K | 36.73 | +209.6% |
| ABSI Absci Corp | 24.8M | 1.6% | 8.3M | 9.55 | +271.6% |
| IDYA IDEAYA Biosciences, Inc. | 17.4M | 1.1% | 521.1K | 39.67 | +63.1% |
| ALXO ALX ONCOLOGY HOLDINGS INC | 16.0M | 1.1% | 8.0M | 2.04 | +145.2% |
| FATE FATE THERAPEUTICS INC | 15.4M | 1.0% | 12.9M | 2.33 | +106.2% |
| XENE Xenon Pharmaceuticals Inc. | 15.3M | 1.0% | 262.7K | 60.77 | +61.5% |
| SLDB Solid Biosciences Inc. | 14.5M | 1.0% | 2.0M | 9.30 | +64.3% |
| NUVB Nuvation Bio Inc. | 13.5M | 0.9% | 3.2M | 6.93 | +155.7% |
| ZYME Zymeworks Inc. | 12.3M | 0.8% | 491.7K | 28.67 | +100.2% |
| SLN Silence Therapeutics plc | 11.4M | 0.8% | 2.2M | 13.27 | +149.0% |
| DBVT DBV Technologies S.A. | 10.3M | 0.7% | 491.3K | 14.55 | +48.5% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 9.8M | 0.7% | 173.9K | 66.70 | +15.1% |
| CLDX Celldex Therapeutics, Inc. | 8.3M | 0.5% | 261.5K | 40.38 | +93.3% |
| CBLL Ceribell, Inc. | 7.1M | 0.5% | 386.8K | 24.20 | +109.0% |
| LIVN LivaNova PLC | 6.9M | 0.5% | 108.4K | 78.74 | +47.5% |
| ESTA ESTABLISHMENT LABS HOLDINGS INC. | 5.9M | 0.4% | 103.5K | 72.67 | +85.9% |
| PRME Prime Medicine, Inc. | 5.5M | 0.4% | 1.6M | 3.39 | +4.6% |
| ORIC Oric Pharmaceuticals, Inc. | 5.3M | 0.3% | 415.7K | 14.20 | +49.3% |
| EPRX EUPRAXIA PHARMACEUTICALS INC. | 5.1M | 0.3% | 700.0K | 6.73 | +27.1% |
| ARDX ARDELYX, INC. | 4.4M | 0.3% | 733.4K | 3.89 | -35.1% |
| IVVD Invivyd, Inc. | 3.4M | 0.2% | 2.6M | 1.00 | +57.2% |
| ATRA Atara Biotherapeutics, Inc. | 2.1M | 0.1% | 441.7K | 9.70 | -17.5% |
| AGMB Agomab Therapeutics NV | 1.6M | 0.1% | 156.2K | 13.25 | — |
| PLRX PLIANT THERAPEUTICS, INC. | 972.9K | 0.1% | 772.1K | 1.16 | -19.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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