Redmile Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Redmile Group, Llc disclosed 36 stock positions valued at approximately $1.49B as of quarter-end June 30, 2026. The largest holdings include SCHOLAR ROCK HLDG CORP, KRYSTAL BIOTECH INC, and STOKE THERAPEUTICS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 36
- Portfolio Value
- $1.49B
Holdings by Sector
Redmile Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 15.92% | 4,311,092 | -4,755,529 | -52.45% | $237,110,060 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 15.77% | 632,005 | -41,500 | -6.16% | $234,897,298 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 8.67% | 3,945,920 | -218,200 | -5.24% | $129,110,502 |
| IMMUNOME INC | IMNM | Healthcare | 6.99% | 4,911,590 | -647,295 | -11.64% | $104,076,592 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 6.64% | 4,073,787 | -3,659,021 | -47.32% | $98,830,073 |
| ABSCI CORPORATION | ABSI | Healthcare | 5.24% | 6,739,675 | -1,513,641 | -18.34% | $78,112,833 |
| ANNEXON INC | ANNX | Healthcare | 4.55% | 11,869,877 | -2,679,891 | -18.42% | $67,776,998 |
| REGENXBIO INC | RGNX | Healthcare | 3.51% | 4,368,804 | - | - | $52,338,272 |
| SHATTUCK LABS INC | STTK | Healthcare | 3.21% | 6,892,033 | +1,352,309 | +24.41% | $47,830,709 |
| NEUROGENE INC | NGNE | Healthcare | 2.98% | 1,412,199 | -47,400 | -3.25% | $44,413,659 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 2.68% | 1,164,259 | -73,400 | -5.93% | $39,957,369 |
| FATE THERAPEUTICS INC | FATE | Healthcare | 2.33% | 12,872,946 | - | - | $34,756,954 |
| IDEAYA BIOSCIENCES INC | IDYA | Healthcare | 1.60% | 640,202 | +119,085 | +22.85% | $23,860,329 |
| SILENCE THERAPEUTICS PLC | SLN | Healthcare | 1.60% | 2,164,777 | - | - | $23,769,251 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 1.31% | 503,321 | -184,715 | -26.85% | $19,478,523 |
| SOLID BIOSCIENCES INC | SLDB | Healthcare | 1.31% | 1,948,695 | -63,200 | -3.14% | $19,467,463 |
| NUVATION BIO INC | NUVB | Healthcare | 1.16% | 3,031,009 | -122,247 | -3.88% | $17,216,131 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 1.08% | 433,921 | +172,413 | +65.93% | $16,146,200 |
| CLIMB BIO INC | ELYM | Other | 1.07% | 1,226,330 | +1,226,330 | +100.00% | $15,991,343 |
| ALX ONCOLOGY HLDGS INC | ALXO | Healthcare | 1.03% | 7,392,504 | -571,684 | -7.18% | $15,302,483 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 1.02% | 265,169 | +91,310 | +52.52% | $15,172,970 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 0.93% | 229,374 | -33,300 | -12.68% | $13,845,015 |
| ZYMEWORKS INC | ZYME | Healthcare | 0.86% | 491,654 | - | - | $12,851,836 |
| ADC THERAPEUTICS SA | ADCT | Other | 0.83% | 11,526,710 | -3,943,792 | -25.49% | $12,333,580 |
| AURA BIOSCIENCES INC | AURA | Healthcare | 0.79% | 1,666,667 | +1,666,667 | +100.00% | $11,833,336 |
| ODYSSEY THERAPEUTICS INC | ODTX | Other | 0.53% | 425,000 | +425,000 | +100.00% | $7,951,750 |
| LIVANOVA PLC | LIVN | Other | 0.51% | 93,154 | -15,200 | -14.03% | $7,660,053 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 0.51% | 88,964 | -14,500 | -14.01% | $7,634,001 |
| DBV TECHNOLOGIES S A | DBVTF | Other | 0.45% | 410,440 | -80,900 | -16.47% | $6,731,216 |
| INSMED INC | INSM | Healthcare | 0.37% | 51,234 | +51,234 | +100.00% | $5,462,569 |
Showing 30 of 36 holdings in the latest reporting period.