Redmile Group, LLC — 13F Holdings & Portfolio
CIK 1425738 · latest 13F-HR filed 2026-05-15
Redmile Group, LLC manages $1.51B in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SRRK (29.51%), KRYS (11.52%), STOK (8.98%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 4, added to 10, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.51B
Long-equity book
35
Distinct positions
2026-03-31
Filed 2026-05-15
+5 / −4 / ↑10 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHOLAR ROCK HLDG CORP$215.7M +93.8%
- ANNEXON INC$30.2M +59.8%
- SHATTUCK LABS INC$15.4M +76.2%
- ALX ONCOLOGY HLDGS INC$12.3M +332.8%
- XENON PHARMACEUTICALS INC$9.3M +154.5%
Top Trims
- NURIX THERAPEUTICS INC-$33.7M -21.9%
- REGENXBIO INC-$26.3M -41.8%
- COGENT BIOSCIENCES INC-$24.6M -48.1%
- NUVATION BIO INC-$14.8M -52.3%
- IDEAYA BIOSCIENCES INC-$8.3M -32.3%
New Positions
- BIOMARIN PHARMACEUTICAL INC$9.8M
- PRIME MEDICINE INC$5.5M
- EUPRAXIA PHARMACEUTICALS INC$5.1M
- ARDELYX INC$4.4M
- AGOMAB THERAPEUTICS NV$1.6M
Exited Positions
- RAPT THERAPEUTICS INC$30.0M
- REPLIMUNE GROUP INC$10.7M
- REPARE THERAPEUTICS INC$4.1M
- KALARIS THERAPEUTICS INC$700.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $445.7M | 29.51% | 9,066,621 | SH |
| 2 | KRYSTAL BIOTECH INC | KRYS | 501147102 | $174.0M | 11.52% | 673,505 | SH |
| 3 | STOKE THERAPEUTICS INC | STOK | 86150R107 | $135.6M | 8.98% | 4,164,120 | SH |
| 4 | IMMUNOME INC | IMNM | 45257U108 | $121.6M | 8.05% | 5,558,885 | SH |
| 5 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $119.9M | 7.94% | 7,732,808 | SH |
| 6 | ANNEXON INC | ANNX | 03589W102 | $80.6M | 5.34% | 14,549,768 | SH |
| 7 | ADC THERAPEUTICS SA | ADCT | H0036K147 | $58.0M | 3.84% | 15,470,502 | SH |
| 8 | REGENXBIO INC | RGNX | 75901B107 | $36.6M | 2.42% | 4,368,804 | SH |
| 9 | SHATTUCK LABS INC | STTK | 82024L103 | $35.6M | 2.36% | 5,539,724 | SH |
| 10 | BEAM THERAPEUTICS INC | BEAM | 07373V105 | $29.5M | 1.95% | 1,237,659 | SH |
| 11 | NEUROGENE INC | NGNE | 64135M105 | $29.4M | 1.95% | 1,459,599 | SH |
| 12 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $26.5M | 1.75% | 688,036 | SH |
| 13 | ABSCI CORPORATION | ABSI | 00091E109 | $24.8M | 1.64% | 8,253,316 | SH |
| 14 | IDEAYA BIOSCIENCES INC | IDYA | 45166A102 | $17.4M | 1.15% | 521,117 | SH |
| 15 | ALX ONCOLOGY HLDGS INC | ALXO | 00166B105 | $16.0M | 1.06% | 7,964,188 | SH |
| 16 | FATE THERAPEUTICS INC | FATE | 31189P102 | $15.4M | 1.02% | 12,872,946 | SH |
| 17 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $15.3M | 1.01% | 262,674 | SH |
| 18 | SOLID BIOSCIENCES INC | SLDB | 83422E204 | $14.5M | 0.96% | 2,011,895 | SH |
| 19 | NUVATION BIO INC | NUVB | 67080N101 | $13.5M | 0.90% | 3,153,256 | SH |
| 20 | ZYMEWORKS INC | ZYME | 98985Y108 | $12.3M | 0.82% | 491,654 | SH |
| 21 | SILENCE THERAPEUTICS PLC | SLN | 82686Q101 | $11.4M | 0.76% | 2,164,777 | SH |
| 22 | DBV TECHNOLOGIES S A | DBVT | 23306J309 | $10.3M | 0.68% | 491,340 | SH |
| 23 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $9.8M | 0.65% | 173,859 | SH |
| 24 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $8.3M | 0.55% | 261,508 | SH |
| 25 | CERIBELL INC | CBLL | 15678C102 | $7.1M | 0.47% | 386,786 | SH |
| 26 | LIVANOVA PLC | LIVN | G5509L101 | $6.9M | 0.46% | 108,354 | SH |
| 27 | ESTABLISHMENT LABS HLDGS INC | ESTA | G31249108 | $5.9M | 0.39% | 103,464 | SH |
| 28 | PRIME MEDICINE INC | PRME | 74168J101 | $5.5M | 0.37% | 1,590,832 | SH |
| 29 | ORIC PHARMACEUTICALS INC | ORIC | 68622P109 | $5.3M | 0.35% | 415,710 | SH |
| 30 | EUPRAXIA PHARMACEUTICALS INC | EPRX | 29842P105 | $5.1M | 0.34% | 700,000 | SH |
| 31 | ARDELYX INC | ARDX | 039697107 | $4.4M | 0.29% | 733,350 | SH |
| 32 | INVIVYD INC | IVVD | 00534A102 | $3.4M | 0.23% | 2,648,659 | SH |
| 33 | ATARA BIOTHERAPEUTICS INC | ATRA | 046513206 | $2.1M | 0.14% | 441,701 | SH |
| 34 | AGOMAB THERAPEUTICS NV | AGMB | 00860C102 | $1.6M | 0.11% | 156,250 | SH |
| 35 | PLIANT THERAPEUTICS INC | PLRX | 729139105 | $972.9K | 0.06% | 772,126 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.51B | 35 | 0001104659-26-062579 |
| 2025-12-31 | 2026-02-17 | $1.36B | 34 | 0001104659-26-016433 |
| 2025-09-30 | 2025-11-14 | $1.03B | 40 | 0001104659-25-112572 |