Redmile Group, LLC
35 holdingsFiling period: 2026-03-31Current AUM: $1.69Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | 9.07M | $445.7M | $428.8M | 25.34% | +3.85M | 2026-03-31 |
| 2 | KRYS | KRYSTAL BIOTECH INC | 673.5K | $174.0M | $229.7M | 13.57% | -4,200 | 2026-03-31 |
| 3 | STOK | STOKE THERAPEUTICS INC | 4.16M | $135.6M | $120.2M | 7.10% | +130.1K | 2026-03-31 |
| 4 | IMNM | IMMUNOME INC | 5.56M | $121.6M | $126.5M | 7.48% | -159,500 | 2026-03-31 |
| 5 | NRIX | NURIX THERAPEUTICS INC | 7.73M | $119.9M | $179.5M | 10.60% | -361,100 | 2026-03-31 |
| 6 | ANNX | ANNEXON INC | 14.55M | $80.6M | $74.1M | 4.38% | +4.50M | 2026-03-31 |
| 7 | — | ADC THERAPEUTICS SA | 15.47M | $58.0M | $58.0M | 3.43% | -196,229 | 2026-03-31 |
| 8 | RGNX | REGENXBIO INC | 4.37M | $36.6M | $42.3M | 2.50% | -- | 2026-03-31 |
| 9 | STTK | SHATTUCK LABS INC | 5.54M | $35.6M | $39.2M | 2.31% | -- | 2026-03-31 |
| 10 | BEAM | BEAM THERAPEUTICS INC | 1.24M | $29.5M | $31.6M | 1.87% | -48,200 | 2026-03-31 |
| 11 | NGNE | NEUROGENE INC | 1.46M | $29.4M | $48.0M | 2.84% | -- | 2026-03-31 |
| 12 | COGT | COGENT BIOSCIENCES INC | 688.0K | $26.5M | $26.8M | 1.58% | -749,882 | 2026-03-31 |
| 13 | ABSI | ABSCI CORPORATION | 8.25M | $24.8M | $64.2M | 3.79% | -- | 2026-03-31 |
| 14 | IDYA | IDEAYA BIOSCIENCES INC | 521.1K | $17.4M | $18.5M | 1.09% | -220,900 | 2026-03-31 |
| 15 | ALXO | ALX ONCOLOGY HLDGS INC | 7.96M | $16.0M | $15.5M | 0.91% | +4.70M | 2026-03-31 |
| 16 | FATE | FATE THERAPEUTICS INC | 12.87M | $15.4M | $31.5M | 1.86% | -- | 2026-03-31 |
| 17 | XENE | XENON PHARMACEUTICALS INC | 262.7K | $15.3M | $16.5M | 0.97% | +128.8K | 2026-03-31 |
| 18 | SLDB | SOLID BIOSCIENCES INC | 2.01M | $14.5M | $16.2M | 0.96% | +151.4K | 2026-03-31 |
| 19 | NUVB | NUVATION BIO INC | 3.15M | $13.5M | $20.0M | 1.18% | -10,000 | 2026-03-31 |
| 20 | ZYME | ZYMEWORKS INC | 491.7K | $12.3M | $10.8M | 0.64% | -- | 2026-03-31 |
| 21 | SLN | SILENCE THERAPEUTICS PLC | 2.16M | $11.4M | $22.7M | 1.34% | -- | 2026-03-31 |
| 22 | DBVT | DBV TECHNOLOGIES S A | 491.3K | $10.3M | $6.6M | 0.39% | -58,500 | 2026-03-31 |
| 23 | BMRN | BIOMARIN PHARMACEUTICAL INC | 173.9K | $9.8M | $10.4M | 0.62% | -- | 2026-03-31 |
| 24 | CLDX | CELLDEX THERAPEUTICS INC NEW | 261.5K | $8.3M | $10.0M | 0.59% | -21,800 | 2026-03-31 |
| 25 | CBLL | CERIBELL INC | 386.8K | $7.1M | $6.8M | 0.40% | -48,453 | 2026-03-31 |
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