Holders — by stockHoldings — by fund
Redmile Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001425738
$1.49B
disclosed book value
39
positions
15.9%
largest position share
Positions, as of 2026-06-30
top 39 of 39 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SRRKSCHOLAR ROCK HLDG CORP | 4.3M | $237.1M | 15.9% |
| 2 | KRYSKRYSTAL BIOTECH INC | 632,005 | $234.9M | 15.8% |
| 3 | STOKSTOKE THERAPEUTICS INC | 3.9M | $129.1M | 8.7% |
| 4 | IMNMIMMUNOME INC | 4.9M | $104.1M | 7% |
| 5 | NRIXNURIX THERAPEUTICS INC | 4.1M | $98.8M | 6.6% |
| 6 | ABSIABSCI CORPORATION | 6.7M | $78.1M | 5.2% |
| 7 | ANNXANNEXON INC | 11.9M | $67.8M | 4.6% |
| 8 | RGNXREGENXBIO INC | 4.4M | $52.3M | 3.5% |
| 9 | STTKSHATTUCK LABS INC | 6.9M | $47.8M | 3.2% |
| 10 | NGNENEUROGENE INC | 1.4M | $44.4M | 3% |
| 11 | BEAMBEAM THERAPEUTICS INC | 1.2M | $40.0M | 2.7% |
| 12 | AGMBAGOMAB THERAPEUTICS NV | 2.7M | $35.5M | 2.4% |
| 13 | FATEFATE THERAPEUTICS INC | 12.9M | $34.8M | 2.3% |
| 14 | IDYAIDEAYA BIOSCIENCES INC | 640,202 | $23.9M | 1.6% |
| 15 | SLNSILENCE THERAPEUTICS PLC | 2.2M | $23.8M | 1.6% |
| 16 | COGTCOGENT BIOSCIENCES INC | 503,321 | $19.5M | 1.3% |
| 17 | SLDBSOLID BIOSCIENCES INC | 1.9M | $19.5M | 1.3% |
| 18 | NUVBNUVATION BIO INC | 3.0M | $17.2M | 1.2% |
| 19 | CLDXCELLDEX THERAPEUTICS INC NEW | 433,921 | $16.1M | 1.1% |
| 20 | CLYMCLIMB BIO INC | 1.2M | $16.0M | 1.1% |
| 21 | ALXOALX ONCOLOGY HLDGS INC | 7.4M | $15.3M | 1% |
| 22 | BMRNBIOMARIN PHARMACEUTICAL INC | 265,169 | $15.2M | 1% |
| 23 | XENEXENON PHARMACEUTICALS INC | 229,374 | $13.8M | 0.9% |
| 24 | ZYMEZYMEWORKS INC | 491,654 | $12.9M | 0.9% |
| 25 | ADC THERAPEUTICS SA | 11.5M | $12.3M | 0.8% |
| 26 | AURAAURA BIOSCIENCES INC | 1.7M | $11.8M | 0.8% |
| 27 | ODTXODYSSEY THERAPEUTICS INC | 425,000 | $8.0M | 0.5% |
| 28 | LIVANOVA PLC | 93,154 | $7.7M | 0.5% |
| 29 | ESTABLISHMENT LABS HLDGS INC | 88,964 | $7.6M | 0.5% |
| 30 | CBLLCERIBELL INC | 386,786 | $7.5M | 0.5% |
| 31 | DBVTDBV TECHNOLOGIES S A | 410,440 | $6.7M | 0.5% |
| 32 | INSMINSMED INC | 51,234 | $5.5M | 0.4% |
| 33 | PRMEPRIME MEDICINE INC | 1.4M | $5.1M | 0.3% |
| 34 | ATRAATARA BIOTHERAPEUTICS INC | 441,701 | $5.1M | 0.3% |
| 35 | EPRXEUPRAXIA PHARMACEUTICALS INC | 611,400 | $4.0M | 0.3% |
| 36 | ORICORIC PHARMACEUTICALS INC | 362,010 | $3.9M | 0.3% |
| 37 | ARDXARDELYX INC | 641,750 | $3.3M | 0.2% |
| 38 | IVVDINVIVYD INC | 2.6M | $2.3M | 0.2% |
| 39 | PLRXPLIANT THERAPEUTICS INC | 772,126 | $880,224 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.