Redmile Group, Llc Portfolio Stock Holdings
Redmile Group, Llc disclosed 35 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include SCHOLAR ROCK HLDG CORP, KRYSTAL BIOTECH INC, and STOKE THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 35
- Portfolio Value
- $1.5B
Holdings by Sector
Redmile Group, Llc Portfolio Holdings in Q1 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 29.51% | 9,066,621 | +3,845,775 | +73.66% | $445,715,088 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 11.52% | 673,505 | -4,200 | -0.62% | $173,979,812 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 8.98% | 4,164,120 | +130,050 | +3.22% | $135,583,747 |
| IMMUNOME INC | IMNM | Healthcare | 8.05% | 5,558,885 | -159,500 | -2.79% | $121,572,815 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 7.94% | 7,732,808 | -361,100 | -4.46% | $119,858,524 |
| ANNEXON INC | ANNX | Healthcare | 5.34% | 14,549,768 | +4,499,124 | +44.76% | $80,605,715 |
| REGENXBIO INC | RGNX | Healthcare | 2.42% | 4,368,804 | - | - | $36,610,578 |
| SHATTUCK LABS INC | STTK | Healthcare | 2.36% | 5,539,724 | - | - | $35,620,425 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 1.95% | 1,237,659 | -48,200 | -3.75% | $29,493,414 |
| NEUROGENE INC | NGNE | Healthcare | 1.95% | 1,459,599 | - | - | $29,425,516 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 1.75% | 688,036 | -749,882 | -52.15% | $26,482,506 |
| ABSCI CORPORATION | ABSI | Healthcare | 1.64% | 8,253,316 | - | - | $24,759,948 |
| IDEAYA BIOSCIENCES INC | IDYA | Healthcare | 1.15% | 521,117 | -220,900 | -29.77% | $17,363,618 |
| ALX ONCOLOGY HLDGS INC | ALXO | Healthcare | 1.06% | 7,964,188 | +4,699,470 | +143.95% | $15,968,197 |
| FATE THERAPEUTICS INC | FATE | Healthcare | 1.02% | 12,872,946 | - | - | $15,447,535 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 1.01% | 262,674 | +128,792 | +96.20% | $15,274,493 |
| SOLID BIOSCIENCES INC | SLDB | Healthcare | 0.96% | 2,011,895 | +151,353 | +8.13% | $14,485,644 |
| NUVATION BIO INC | NUVB | Healthcare | 0.90% | 3,153,256 | -10,000 | -0.32% | $13,527,468 |
| ZYMEWORKS INC | ZYME | Healthcare | 0.82% | 491,654 | - | - | $12,311,016 |
| SILENCE THERAPEUTICS PLC | SLN | Healthcare | 0.76% | 2,164,777 | - | - | $11,408,375 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 0.65% | 173,859 | +173,859 | +100.00% | $9,821,295 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 0.55% | 261,508 | -21,800 | -7.69% | $8,295,034 |
| LIVANOVA PLC | LIVN | Other | 0.46% | 108,354 | -9,700 | -8.22% | $6,886,980 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 0.39% | 103,464 | -9,200 | -8.17% | $5,874,686 |
| PRIME MEDICINE INC | PRME | Healthcare | 0.37% | 1,590,832 | +1,590,832 | +100.00% | $5,536,095 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 0.35% | 415,710 | -32,400 | -7.23% | $5,267,046 |
| ARDELYX INC | ARDX | Healthcare | 0.29% | 733,350 | +733,350 | +100.00% | $4,392,767 |
| INVIVYD INC | IVVD | Healthcare | 0.23% | 2,648,659 | -32,500 | -1.21% | $3,443,257 |
| ATARA BIOTHERAPEUTICS INC | ATRA | Healthcare | 0.14% | 441,701 | - | - | $2,089,246 |
| PLIANT THERAPEUTICS INC | PLRX | Healthcare | 0.06% | 772,126 | -844,102 | -52.23% | $972,879 |