Redmile Group, LLC 13F Holdings

CIK 0001425738 · SAN FRANCISCO, CA

As of Sep 30, 2025, Redmile Group, LLC reported 40 positions worth .0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHOLAR ROCK HOLDING CORPSRRKHealthcare3,904,456 45.4M14.15%
KRYSTAL BIOTECH INCKRYSHealthcare661,388 16.8M11.36%
STOKE THERAPEUTICS INCSTOKHealthcare4,175,542$98.1M9.55%
ZYMEWORKS INCZYMEHealthcare3,705,750$63.3M6.16%
ADC THERAPEUTICS SAADCTHealthcare15,666,731$62.7M6.10%
IMMUNOME INCIMNM—5,023,385$58.8M5.72%
LIVANOVA PLCLIVNHealthcare926,799$48.5M4.72%
REGENXBIO INCRGNXHealthcare4,693,389$45.3M4.41%
AKERO THERAPEUTICS INCAKROHealthcare747,818$35.5M3.45%
NURIX THERAPEUTICS INCNRIXHealthcare3,678,394$34.0M3.31%
BEAM THERAPEUTICS INCBEAMHealthcare1,387,559$33.7M3.28%
COGENT BIOSCIENCES INCCOGTHealthcare2,209,118$31.7M3.09%
ABSCI CORPABSIHealthcare8,253,316$25.1M2.44%
NEUROGENE INCNGNEHealthcare1,299,022$22.5M2.19%
89BIO INCETNBHealthcare1,473,136$21.7M2.11%
IDEAYA BIOSCIENCES INCIDYAHealthcare742,017$20.2M1.96%
ANNEXON INCANNXHealthcare6,300,644 9.2M1.87%
FATE THERAPEUTICS INCFATEHealthcare12,872,946 6.2M1.58%
RAPT THERAPEUTICS INCRAPTHealthcare552,594 4.3M1.39%
SHATTUCK LABS INCSTTKHealthcare5,539,724 3.2M1.29%
SOLID BIOSCIENCES INCSLDBHealthcare1,899,342 1.7M1.14%
SILENCE THERAPEUTICS PLCSLNHealthcare2,164,777 1.2M1.09%
NUVATION BIO INCNUVBHealthcare3,031,009 1.2M1.09%
KEROS THERAPEUTICS INCKROSHealthcare552,506$8.7M0.85%
CELLDEX THERAPEUTICS INC NEWCLDXHealthcare327,008$8.5M0.82%