Redmile Group, LLC

CIK: 1425738

Last 13F

Aug 15, 2026

Next 13F

Nov 16, 2026 · in 7 days

13F Portfolio Value

$1.49B

Not total AUM

Exit Positions

Holdings (39)

Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026

SRRK
SCHOLAR ROCK HLDG CORP
$237.11M
4.31M sh15.92%-52.5%
KRYS
KRYSTAL BIOTECH INC
$234.9M
632,005 sh15.77%-6.2%
STOK
STOKE THERAPEUTICS INC
$129.11M
3.95M sh8.67%-5.2%
IMNM
IMMUNOME INC
$104.08M
4.91M sh6.99%-11.6%
NRIX
NURIX THERAPEUTICS INC
$98.83M
4.07M sh6.64%-47.3%
ABSI
ABSCI CORPORATION
$78.11M
6.74M sh5.24%-18.3%
ANNX
ANNEXON INC
$67.78M
11.87M sh4.55%-18.4%
RGNX
REGENXBIO INC
$52.34M
4.37M sh3.51%+0.0%
STTK
SHATTUCK LABS INC
$47.83M
6.89M sh3.21%+24.4%
NGNE
NEUROGENE INC
$44.41M
1.41M sh2.98%-3.3%
BEAM
BEAM THERAPEUTICS INC
$39.96M
1.16M sh2.68%-5.9%
AGMB
AGOMAB THERAPEUTICS NV
$35.49M
2.73M sh2.38%+1649.7%
FATE
FATE THERAPEUTICS INC
$34.76M
12.87M sh2.33%+0.0%
IDYA
IDEAYA BIOSCIENCES INC
$23.86M
640,202 sh1.60%+22.9%
SLN
SILENCE THERAPEUTICS PLC
$23.77M
2.16M sh1.60%+0.0%
COGT
COGENT BIOSCIENCES INC
$19.48M
503,321 sh1.31%-26.9%
SLDB
SOLID BIOSCIENCES INC
$19.47M
1.95M sh1.31%-3.1%
NUVB
NUVATION BIO INC
$17.22M
3.03M sh1.16%-3.9%
CLDX
CELLDEX THERAPEUTICS INC NEW
$16.15M
433,921 sh1.08%+65.9%
CLYM
CLIMB BIO INC
$15.99M
1.23M sh1.07%New
ALXO
ALX ONCOLOGY HLDGS INC
$15.3M
7.39M sh1.03%-7.2%
BMRN
BIOMARIN PHARMACEUTICAL INC
$15.17M
265,169 sh1.02%+52.5%
XENE
XENON PHARMACEUTICALS INC
$13.85M
229,374 sh0.93%-12.7%
ZYME
ZYMEWORKS INC
$12.85M
491,654 sh0.86%+0.0%
ADCT
ADC THERAPEUTICS SA
$12.33M
11.53M sh0.83%-25.5%
AURA
AURA BIOSCIENCES INC
$11.83M
1.67M sh0.79%New
ODTX
ODYSSEY THERAPEUTICS INC
$7.95M
425,000 sh0.53%New
LIVN
LIVANOVA PLC
$7.66M
93,154 sh0.51%-14.0%
ESTA
ESTABLISHMENT LABS HLDGS INC
$7.63M
88,964 sh0.51%-14.0%
CBLL
CERIBELL INC
$7.52M
386,786 sh0.51%+0.0%
DBVT
DBV TECHNOLOGIES S A
$6.73M
410,440 sh0.45%-16.5%
INSM
INSMED INC
$5.46M
51,234 sh0.37%New
PRME
PRIME MEDICINE INC
$5.13M
1.39M sh0.34%-12.7%
ATRA
ATARA BIOTHERAPEUTICS INC
$5.07M
441,701 sh0.34%+0.0%
EPRX
EUPRAXIA PHARMACEUTICALS INC
$4.04M
611,400 sh0.27%-12.7%
ORIC
ORIC PHARMACEUTICALS INC
$3.92M
362,010 sh0.26%-12.9%
ARDX
ARDELYX INC
$3.27M
641,750 sh0.22%-12.5%
IVVD
INVIVYD INC
$2.27M
2.60M sh0.15%-1.9%
PLRX
PLIANT THERAPEUTICS INC
$880K
772,126 sh0.06%+0.0%

Security	Shares	Value	Change	Weight	Period
SRRK SCHOLAR ROCK HLDG CORP	4.31M	$237.11M	-52.5%	15.92%	Q2 2026
KRYS KRYSTAL BIOTECH INC	632,005	$234.9M	-6.2%	15.77%	Q2 2026
STOK STOKE THERAPEUTICS INC	3.95M	$129.11M	-5.2%	8.67%	Q2 2026
IMNM IMMUNOME INC	4.91M	$104.08M	-11.6%	6.99%	Q2 2026
NRIX NURIX THERAPEUTICS INC	4.07M	$98.83M	-47.3%	6.64%	Q2 2026
ABSI ABSCI CORPORATION	6.74M	$78.11M	-18.3%	5.24%	Q2 2026
ANNX ANNEXON INC	11.87M	$67.78M	-18.4%	4.55%	Q2 2026
RGNX REGENXBIO INC	4.37M	$52.34M	+0.0%	3.51%	Q2 2026
STTK SHATTUCK LABS INC	6.89M	$47.83M	+24.4%	3.21%	Q2 2026
NGNE NEUROGENE INC	1.41M	$44.41M	-3.3%	2.98%	Q2 2026
BEAM BEAM THERAPEUTICS INC	1.16M	$39.96M	-5.9%	2.68%	Q2 2026
AGMB AGOMAB THERAPEUTICS NV	2.73M	$35.49M	+1649.7%	2.38%	Q2 2026
FATE FATE THERAPEUTICS INC	12.87M	$34.76M	+0.0%	2.33%	Q2 2026
IDYA IDEAYA BIOSCIENCES INC	640,202	$23.86M	+22.9%	1.60%	Q2 2026
SLN SILENCE THERAPEUTICS PLC	2.16M	$23.77M	+0.0%	1.60%	Q2 2026
COGT COGENT BIOSCIENCES INC	503,321	$19.48M	-26.9%	1.31%	Q2 2026
SLDB SOLID BIOSCIENCES INC	1.95M	$19.47M	-3.1%	1.31%	Q2 2026
NUVB NUVATION BIO INC	3.03M	$17.22M	-3.9%	1.16%	Q2 2026
CLDX CELLDEX THERAPEUTICS INC NEW	433,921	$16.15M	+65.9%	1.08%	Q2 2026
CLYM CLIMB BIO INC	1.23M	$15.99M	New	1.07%	Q2 2026
ALXO ALX ONCOLOGY HLDGS INC	7.39M	$15.3M	-7.2%	1.03%	Q2 2026
BMRN BIOMARIN PHARMACEUTICAL INC	265,169	$15.17M	+52.5%	1.02%	Q2 2026
XENE XENON PHARMACEUTICALS INC	229,374	$13.85M	-12.7%	0.93%	Q2 2026
ZYME ZYMEWORKS INC	491,654	$12.85M	+0.0%	0.86%	Q2 2026
ADCT ADC THERAPEUTICS SA	11.53M	$12.33M	-25.5%	0.83%	Q2 2026
AURA AURA BIOSCIENCES INC	1.67M	$11.83M	New	0.79%	Q2 2026
ODTX ODYSSEY THERAPEUTICS INC	425,000	$7.95M	New	0.53%	Q2 2026
LIVN LIVANOVA PLC	93,154	$7.66M	-14.0%	0.51%	Q2 2026
ESTA ESTABLISHMENT LABS HLDGS INC	88,964	$7.63M	-14.0%	0.51%	Q2 2026
CBLL CERIBELL INC	386,786	$7.52M	+0.0%	0.51%	Q2 2026
DBVT DBV TECHNOLOGIES S A	410,440	$6.73M	-16.5%	0.45%	Q2 2026
INSM INSMED INC	51,234	$5.46M	New	0.37%	Q2 2026
PRME PRIME MEDICINE INC	1.39M	$5.13M	-12.7%	0.34%	Q2 2026
ATRA ATARA BIOTHERAPEUTICS INC	441,701	$5.07M	+0.0%	0.34%	Q2 2026
EPRX EUPRAXIA PHARMACEUTICALS INC	611,400	$4.04M	-12.7%	0.27%	Q2 2026
ORIC ORIC PHARMACEUTICALS INC	362,010	$3.92M	-12.9%	0.26%	Q2 2026
ARDX ARDELYX INC	641,750	$3.27M	-12.5%	0.22%	Q2 2026
IVVD INVIVYD INC	2.60M	$2.27M	-1.9%	0.15%	Q2 2026
PLRX PLIANT THERAPEUTICS INC	772,126	$880K	+0.0%	0.06%	Q2 2026

1-39 of 39 holdings

Sector Allocation

SEC Filings

Form	Description	Filed

About Redmile Group, LLC

Redmile Group, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1425738). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.

Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 39 securities, not counting options, up from 35 in Q1 2026.

Its five largest reported positions, in order, are SCHOLAR ROCK HLDG CORP (SRRK), KRYSTAL BIOTECH INC (KRYS), STOKE THERAPEUTICS INC (STOK), IMMUNOME INC (IMNM) and NURIX THERAPEUTICS INC (NRIX). The next five are ABSCI CORPORATION (ABSI), ANNEXON INC (ANNX), REGENXBIO INC (RGNX), SHATTUCK LABS INC (STTK) and NEUROGENE INC (NGNE).

Recent 13F filings by Redmile Group, LLC

Q2 2026: 13F-HR filed Aug 14, 2026, listing 39 securities.
Q1 2026: 13F-HR filed May 15, 2026, listing 35 securities.
Q4 2025: 13F-HR filed Feb 17, 2026, listing 34 securities.
Q3 2025: 13F-HR filed Nov 14, 2025, listing 40 securities.
Q2 2025: 13F-HR filed Aug 14, 2025, listing 48 securities.
Q1 2025: 13F-HR filed May 15, 2025, listing 56 securities.

What a Form 13F does and does not show