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Redmile Group, LLC

Q2 2026 Holdings

Filed 2026-08-14 | 39 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Scholar Rock Hldg Corp(SRRK)COM80706P103$237.1M4,311,09215.9%
Krystal Biotech Inc(KRYS)COM501147102$234.9M632,00515.8%
Stoke Therapeutics Inc(STOK)COM86150R107$129.1M3,945,9208.7%
Immunome Inc(IMNM)COM45257U108$104.1M4,911,5907.0%
Nurix Therapeutics Inc(NRIX)COM67080M103$98.8M4,073,7876.6%
Absci Corporation(ABSI)COM00091E109$78.1M6,739,6755.2%
Annexon Inc(ANNX)COM03589W102$67.8M11,869,8774.6%
Regenxbio Inc(RGNX)COM75901B107$52.3M4,368,8043.5%
Shattuck Labs Inc(STTK)COM82024L103$47.8M6,892,0333.2%
Neurogene Inc(NGNE)COM64135M105$44.4M1,412,1993.0%
Beam Therapeutics Inc(BEAM)COM07373V105$40.0M1,164,2592.7%
Agomab Therapeutics NV(AGMB)SPONSORED ADS00860C102$35.5M2,733,9262.4%
Fate Therapeutics Inc(FATE)COM31189P102$34.8M12,872,9462.3%
Ideaya Biosciences Inc(IDYA)COM45166A102$23.9M640,2021.6%
Silence Therapeutics PLC(SLN)ADS82686Q101$23.8M2,164,7771.6%
Cogent Biosciences Inc(COGT)COM19240Q201$19.5M503,3211.3%
Solid Biosciences Inc(SLDB)COM NEW83422E204$19.5M1,948,6951.3%
Nuvation BIO Inc(NUVB)COM CL A67080N101$17.2M3,031,0091.2%
Celldex Therapeutics Inc New(CLDX)COM NEW15117B202$16.1M433,9211.1%
Climb BIO Inc(CLYM)COM28658R106$16.0M1,226,3301.1%
ALX Oncology Hldgs Inc(ALXO)COM00166B105$15.3M7,392,5041.0%
Biomarin Pharmaceutical Inc(BMRN)COM09061G101$15.2M265,1691.0%
Xenon Pharmaceuticals Inc(XENE)COM98420N105$13.8M229,3740.9%
Zymeworks Inc(ZYME)COM98985Y108$12.9M491,6540.9%
ADC Therapeutics SA(ADCT)SHSH0036K147$12.3M11,526,7100.8%
Aura Biosciences Inc(AURA)COM05153U107$11.8M1,666,6670.8%
Odyssey Therapeutics Inc(ODTX)COMMON STOCK67613T104$8.0M425,0000.5%
Livanova PLC(LIVN)SHSG5509L101$7.7M93,1540.5%
Establishment Labs Hldgs Inc(ESTA)COMG31249108$7.6M88,9640.5%
Ceribell Inc(CBLL)COM15678C102$7.5M386,7860.5%
DBV Technologies S A(DBVT)SPONSORED ADS23306J309$6.7M410,4400.5%
Insmed Inc(INSM)COM PAR $.01457669307$5.5M51,2340.4%
Prime Medicine Inc(PRME)COM74168J101$5.1M1,389,6320.3%
Atara Biotherapeutics Inc(ATRA)COM NEW046513206$5.1M441,7010.3%
Eupraxia Pharmaceuticals Inc(EPRX)COM29842P105$4.0M611,4000.3%
Oric Pharmaceuticals Inc(ORIC)COM68622P109$3.9M362,0100.3%
Ardelyx Inc(ARDX)COM039697107$3.3M641,7500.2%
Invivyd Inc(IVVD)COM00534A102$2.3M2,597,7590.2%
Pliant Therapeutics Inc(PLRX)COM729139105$880.2K772,1260.1%