# Redmile Group, LLC: Form 13F holdings

An institutional investment manager in LARKSPUR, CA. SEC CIK 1425738.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.49bn
- Positions: 39 (39 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1425738/000110465926097182/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SCHOLAR ROCK HLDG CORP (SRRK)](/companies/srrk.md) | COM | $237.1m | 15.9% | 4,311,092 |  | Reduced −4,755,529 |
| [KRYSTAL BIOTECH INC (KRYS)](/companies/krys.md) | COM | $234.9m | 15.8% | 632,005 |  | Reduced −41,500 |
| [STOKE THERAPEUTICS INC (STOK)](/companies/stok.md) | COM | $129.1m | 8.7% | 3,945,920 |  | Reduced −218,200 |
| [IMMUNOME INC (IMNM)](/companies/imnm.md) | COM | $104.1m | 7.0% | 4,911,590 |  | Reduced −647,295 |
| [NURIX THERAPEUTICS INC (NRIX)](/companies/nrix.md) | COM | $98.8m | 6.6% | 4,073,787 |  | Reduced −3,659,021 |
| [ABSCI CORPORATION (ABSI)](/companies/absi.md) | COM | $78.1m | 5.2% | 6,739,675 |  | Reduced −1,513,641 |
| [ANNEXON INC (ANNX)](/companies/annx.md) | COM | $67.8m | 4.6% | 11,869,877 |  | Reduced −2,679,891 |
| [REGENXBIO INC (RGNX)](/companies/rgnx.md) | COM | $52.3m | 3.5% | 4,368,804 |  | Unchanged |
| [SHATTUCK LABS INC (STTK)](/companies/sttk.md) | COM | $47.8m | 3.2% | 6,892,033 |  | Added +1,352,309 |
| [NEUROGENE INC (NGNE)](/companies/ngne.md) | COM | $44.4m | 3.0% | 1,412,199 |  | Reduced −47,400 |
| [BEAM THERAPEUTICS INC (BEAM)](/companies/beam.md) | COM | $40.0m | 2.7% | 1,164,259 |  | Reduced −73,400 |
| [AGOMAB THERAPEUTICS NV (AGMB)](/companies/agmb.md) | SPONSORED ADS | $35.5m | 2.4% | 2,733,926 |  | Added +2,577,676 |
| [FATE THERAPEUTICS INC (FATE)](/companies/fate.md) | COM | $34.8m | 2.3% | 12,872,946 |  | Unchanged |
| [IDEAYA BIOSCIENCES INC (IDYA)](/companies/idya.md) | COM | $23.9m | 1.6% | 640,202 |  | Added +119,085 |
| [SILENCE THERAPEUTICS PLC (SLN)](/companies/sln.md) | ADS | $23.8m | 1.6% | 2,164,777 |  | Unchanged |
| [COGENT BIOSCIENCES INC (COGT)](/companies/cogt.md) | COM | $19.5m | 1.3% | 503,321 |  | Reduced −184,715 |
| [SOLID BIOSCIENCES INC (SLDB)](/companies/sldb.md) | COM NEW | $19.5m | 1.3% | 1,948,695 |  | Reduced −63,200 |
| [NUVATION BIO INC (NUVB)](/companies/nuvb.md) | COM CL A | $17.2m | 1.2% | 3,031,009 |  | Reduced −122,247 |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $16.1m | 1.1% | 433,921 |  | Added +172,413 |
| [CLIMB BIO INC (CLYM)](/companies/clym.md) | COM | $16.0m | 1.1% | 1,226,330 |  | New +1,226,330 |
| [ALX ONCOLOGY HLDGS INC (ALXO)](/companies/alxo.md) | COM | $15.3m | 1.0% | 7,392,504 |  | Reduced −571,684 |
| [BIOMARIN PHARMACEUTICAL INC (BMRN)](/companies/bmrn.md) | COM | $15.2m | 1.0% | 265,169 |  | Added +91,310 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $13.8m | 0.9% | 229,374 |  | Reduced −33,300 |
| [ZYMEWORKS INC (ZYME)](/companies/zyme.md) | COM | $12.9m | 0.9% | 491,654 |  | Unchanged |
| ADC THERAPEUTICS SA | SHS | $12.3m | 0.8% | 11,526,710 |  | Reduced −3,943,792 |
| [AURA BIOSCIENCES INC (AURA)](/companies/aura.md) | COM | $11.8m | 0.8% | 1,666,667 |  | New +1,666,667 |
| [ODYSSEY THERAPEUTICS INC (ODTX)](/companies/odtx.md) | COMMON STOCK | $8.0m | 0.5% | 425,000 |  | New +425,000 |
| LIVANOVA PLC | SHS | $7.7m | 0.5% | 93,154 |  | Reduced −15,200 |
| ESTABLISHMENT LABS HLDGS INC | COM | $7.6m | 0.5% | 88,964 |  | Reduced −14,500 |
| [CERIBELL INC (CBLL)](/companies/cbll.md) | COM | $7.5m | 0.5% | 386,786 |  | Unchanged |
| [DBV TECHNOLOGIES S A (DBVT)](/companies/dbvt.md) | SPONSORED ADS | $6.7m | 0.5% | 410,440 |  | Reduced −80,900 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $5.5m | 0.4% | 51,234 |  | New +51,234 |
| [PRIME MEDICINE INC (PRME)](/companies/prme.md) | COM | $5.1m | 0.3% | 1,389,632 |  | Reduced −201,200 |
| [ATARA BIOTHERAPEUTICS INC (ATRA)](/companies/atra.md) | COM NEW | $5.1m | 0.3% | 441,701 |  | Unchanged |
| [EUPRAXIA PHARMACEUTICALS INC (EPRX)](/companies/eprx.md) | COM | $4.0m | 0.3% | 611,400 |  | Reduced −88,600 |
| [ORIC PHARMACEUTICALS INC (ORIC)](/companies/oric.md) | COM | $3.9m | 0.3% | 362,010 |  | Reduced −53,700 |
| [ARDELYX INC (ARDX)](/companies/ardx.md) | COM | $3.3m | 0.2% | 641,750 |  | Reduced −91,600 |
| [INVIVYD INC (IVVD)](/companies/ivvd.md) | COM | $2.3m | 0.2% | 2,597,759 |  | Reduced −50,900 |
| [PLIANT THERAPEUTICS INC (PLRX)](/companies/plrx.md) | COM | $880.2k | <0.1% | 772,126 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-097182. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.