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Redmile Group, LLC

CIK 1425738 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Redmile Group, LLC reported 39 US-listed holdings worth $1.49 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Scholar Rock Holding Corporation (15.9%), Krystal Biotech, Inc. (15.8%) and Stoke Therapeutics Inc. (8.7%). Against the quarter before, it opened 4 positions, added to 5, trimmed 23 and sold out of 0.

Reported holdings$1.49B-1.4% on Q1 2026
Positions39+4 on Q1 2026
The largest ten73.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
SRRK15.9%KRYS15.8%STOK8.7%IMNM7.0%NRIX6.6%ABSI5.2%ANNX4.6%RGNX3.5%STTK3.2%NGNE3.0%BEAM2.7%AGMB2.4%FATE2.3%IDYA1.6%25 more17.5%

The 14 largest of its 39 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.70 billion in 63 positions$1.70BQ3 24Q4 2024: $1.43 billion in 62 positions$1.43BQ4 24Q1 2025: $1.06 billion in 56 positions$1.06BQ1 25Q2 2025: $939.6 million in 48 positions$940MQ2 25Q3 2025: $1.03 billion in 40 positions$1.03BQ3 25Q4 2025: $1.36 billion in 34 positions$1.36BQ4 25Q1 2026: $1.51 billion in 35 positions$1.51BQ1 26Q2 2026: $1.49 billion in 39 positions$1.49BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 4Added 5Held 7Trimmed 23
Opened: 4Added: 5Held: 7Trimmed: 23

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 4

  1. Eliem Therapeutics Inc. CLYM$16.0 million
  2. Aura Biosciences Inc. AURA$11.8 million
  3. Odyssey Therapeutics, Inc. ODTX$8.0 million
  4. Insmed Inc. INSM$5.5 million

Added to 5

  1. Agomab Therapeutics NV AGMB+2.6 million shares · +1650%
  2. Shattuck Labs Inc. STTK+1.4 million shares · +24%
  3. Celldex Therapeutics Inc. CLDX+172,413 shares · +66%
  4. Biomarin Pharmaceutical Inc. BMRN+91,310 shares · +53%
  5. Ideaya Biosciences Inc. IDYA+119,085 shares · +23%

Trimmed 23

  1. Scholar Rock Holding Corporation SRRK-4.8 million shares · -52%
  2. Nurix Therapeutics Inc. NRIX-3.7 million shares · -47%
  3. Absci Corporation ABSI-1.5 million shares · -18%
  4. Krystal Biotech, Inc. KRYS-41,500 shares · -6%
  5. Annexon Inc. ANNX-2.7 million shares · -18%
  6. Immunome Inc. IMNM-647,295 shares · -12%
  7. Cogent Biosciences Inc. COGT-184,715 shares · -27%
  8. Stoke Therapeutics Inc. STOK-218,200 shares · -5%

and 15 more in the table below

What it holds

CompanySharesValueOf its bookChange in shares
Scholar Rock Holding Corporation SRRK4,311,092$237.1 million15.92%-4,755,529
Krystal Biotech, Inc. KRYS632,005$234.9 million15.77%-41,500
Stoke Therapeutics Inc. STOK3,945,920$129.1 million8.67%-218,200
Immunome Inc. IMNM4,911,590$104.1 million6.99%-647,295
Nurix Therapeutics Inc. NRIX4,073,787$98.8 million6.64%-3,659,021
Absci Corporation ABSI6,739,675$78.1 million5.24%-1,513,641
Annexon Inc. ANNX11,869,877$67.8 million4.55%-2,679,891
Regenxbio Inc. RGNX4,368,804$52.3 million3.51%no change
Shattuck Labs Inc. STTK6,892,033$47.8 million3.21%+1,352,309
Neurogene Inc. NGNE1,412,199$44.4 million2.98%-47,400
Beam Therapeutics Inc. BEAM1,164,259$40.0 million2.68%-73,400
Agomab Therapeutics NV AGMB2,733,926$35.5 million2.38%+2,577,676
Fate Therapeutics Inc. FATE12,872,946$34.8 million2.33%no change
Ideaya Biosciences Inc. IDYA640,202$23.9 million1.60%+119,085
Silence Therapeutics PLC SLN2,164,777$23.8 million1.60%no change
Cogent Biosciences Inc. COGT503,321$19.5 million1.31%-184,715
Solid Biosciences Inc. SLDB1,948,695$19.5 million1.31%-63,200
Nuvation Bio Inc. NUVB3,031,009$17.2 million1.16%-122,247
Celldex Therapeutics Inc. CLDX433,921$16.1 million1.08%+172,413
Eliem Therapeutics Inc. CLYM1,226,330$16.0 million1.07%new
Alx Oncology Holdings Inc. ALXO7,392,504$15.3 million1.03%-571,684
Biomarin Pharmaceutical Inc. BMRN265,169$15.2 million1.02%+91,310
Xenon Pharmaceuticals Inc. XENE229,374$13.8 million0.93%-33,300
Zymeworks Inc. ZYME491,654$12.9 million0.86%no change
Auven Therapeutics Management ADCT11,526,710$12.3 million0.83%-3,943,792
Aura Biosciences Inc. AURA1,666,667$11.8 million0.79%new
Odyssey Therapeutics, Inc. ODTX425,000$8.0 million0.53%new
LivaNova plc LIVN93,154$7.7 million0.51%-15,200
Establishment Labs Holdings In ESTA88,964$7.6 million0.51%-14,500
Ceribell Inc. CBLL386,786$7.5 million0.51%no change
DBV Technologies S A DBVT410,440$6.7 million0.45%-80,900
Insmed Inc. INSM51,234$5.5 million0.37%new
Prime Medicine Inc. PRME1,389,632$5.1 million0.34%-201,200
Atara Biotherap ATRA441,701$5.1 million0.34%no change
Eupraxia Pharmaceuticals Inc. EPRX611,400$4.0 million0.27%-88,600
Oric Pharmaceuticals Inc. ORIC362,010$3.9 million0.26%-53,700
Ardelyx Inc. ARDX641,750$3.3 million0.22%-91,600
Invivyd Inc. IVVD2,597,759$2.3 million0.15%-50,900
Pliant Therapeutics Inc. PLRX772,126$880,2240.06%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.