Redmile Group, LLC
An institutional investment manager in LARKSPUR, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1425738.
- Reported value$1.49bn
- Positions39
Holdings: 39 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Scholar Rock HLDG CorpSRRK | COM | 80706P103 | 237 | 15.9% | 4,311,092 | Reduced−4,755,529 | |
| Krystal Biotech IncKRYS | COM | 501147102 | 235 | 15.8% | 632,005 | Reduced−41,500 | |
| Stoke Therapeutics IncSTOK | COM | 86150R107 | 129 | 8.7% | 3,945,920 | Reduced−218,200 | |
| Immunome IncIMNM | COM | 45257U108 | 104 | 7.0% | 4,911,590 | Reduced−647,295 | |
| Nurix Therapeutics IncNRIX | COM | 67080M103 | 98.8 | 6.6% | 4,073,787 | Reduced−3,659,021 | |
| Absci CorporationABSI | COM | 00091E109 | 78.1 | 5.2% | 6,739,675 | Reduced−1,513,641 | |
| Annexon IncANNX | COM | 03589W102 | 67.8 | 4.6% | 11,869,877 | Reduced−2,679,891 | |
| Regenxbio IncRGNX | COM | 75901B107 | 52.3 | 3.5% | 4,368,804 | Unchanged | |
| Shattuck Labs IncSTTK | COM | 82024L103 | 47.8 | 3.2% | 6,892,033 | Added+1,352,309 | |
| Neurogene IncNGNE | COM | 64135M105 | 44.4 | 3.0% | 1,412,199 | Reduced−47,400 | |
| Beam Therapeutics IncBEAM | COM | 07373V105 | 40.0 | 2.7% | 1,164,259 | Reduced−73,400 | |
| Agomab Therapeutics NVAGMB | SPONSORED ADS | 00860C102 | 35.5 | 2.4% | 2,733,926 | Added+2,577,676 | |
| Fate Therapeutics IncFATE | COM | 31189P102 | 34.8 | 2.3% | 12,872,946 | Unchanged | |
| Ideaya Biosciences IncIDYA | COM | 45166A102 | 23.9 | 1.6% | 640,202 | Added+119,085 | |
| Silence Therapeutics plcSLN | ADS | 82686Q101 | 23.8 | 1.6% | 2,164,777 | Unchanged | |
| Cogent Biosciences IncCOGT | COM | 19240Q201 | 19.5 | 1.3% | 503,321 | Reduced−184,715 | |
| Solid Biosciences IncSLDB | COM NEW | 83422E204 | 19.5 | 1.3% | 1,948,695 | Reduced−63,200 | |
| Nuvation Bio IncNUVB | COM CL A | 67080N101 | 17.2 | 1.2% | 3,031,009 | Reduced−122,247 | |
| Celldex Therapeutics Inc NewCLDX | COM NEW | 15117B202 | 16.1 | 1.1% | 433,921 | Added+172,413 | |
| Climb Bio IncCLYM | COM | 28658R106 | 16.0 | 1.1% | 1,226,330 | New+1,226,330 | |
| ALX Oncology Holdings IncALXO | COM | 00166B105 | 15.3 | 1.0% | 7,392,504 | Reduced−571,684 | |
| Biomarin Pharmaceutical IncBMRN | COM | 09061G101 | 15.2 | 1.0% | 265,169 | Added+91,310 | |
| Xenon Pharmaceuticals IncXENE | COM | 98420N105 | 13.8 | 0.9% | 229,374 | Reduced−33,300 | |
| Zymeworks IncZYME | COM | 98985Y108 | 12.9 | 0.9% | 491,654 | Unchanged | |
| ADC Therapeutics SA | SHS | H0036K147 | 12.3 | 0.8% | 11,526,710 | Reduced−3,943,792 | |
| Aura Biosciences IncAURA | COM | 05153U107 | 11.8 | 0.8% | 1,666,667 | New+1,666,667 | |
| Odyssey Therapeutics IncODTX | COMMON STOCK | 67613T104 | 8.0 | 0.5% | 425,000 | New+425,000 | |
| Livanova plc | SHS | G5509L101 | 7.7 | 0.5% | 93,154 | Reduced−15,200 | |
| Establishment Labs Holdings Inc | COM | G31249108 | 7.6 | 0.5% | 88,964 | Reduced−14,500 | |
| Ceribell IncCBLL | COM | 15678C102 | 7.5 | 0.5% | 386,786 | Unchanged | |
| DBV Technologies S aDBVT | SPONSORED ADS | 23306J309 | 6.7 | 0.5% | 410,440 | Reduced−80,900 | |
| Insmed IncINSM | COM PAR $.01 | 457669307 | 5.5 | 0.4% | 51,234 | New+51,234 | |
| Prime Medicine IncPRME | COM | 74168J101 | 5.1 | 0.3% | 1,389,632 | Reduced−201,200 | |
| Atara Biotherapeutics IncATRA | COM NEW | 046513206 | 5.1 | 0.3% | 441,701 | Unchanged | |
| Eupraxia Pharmaceuticals IncEPRX | COM | 29842P105 | 4.0 | 0.3% | 611,400 | Reduced−88,600 | |
| Oric Pharmaceuticals IncORIC | COM | 68622P109 | 3.9 | 0.3% | 362,010 | Reduced−53,700 | |
| Ardelyx IncARDX | COM | 039697107 | 3.3 | 0.2% | 641,750 | Reduced−91,600 | |
| Invivyd IncIVVD | COM | 00534A102 | 2.3 | 0.2% | 2,597,759 | Reduced−50,900 | |
| Pliant Therapeutics IncPLRX | COM | 729139105 | 0.9 | <0.1% | 772,126 | Unchanged |
Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-097182 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.