Redmile Group, LLC
39 holdingsFiling period: 2026-06-30Current AUM: $1.36Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | 4.31M | $237.1M | $215.6M | 15.89% | -4,755,529 | 2026-06-30 |
| 2 | KRYS | KRYSTAL BIOTECH INC | 632.0K | $234.9M | $212.8M | 15.69% | -41,500 | 2026-06-30 |
| 3 | STOK | STOKE THERAPEUTICS INC | 3.95M | $129.1M | $111.1M | 8.19% | -218,200 | 2026-06-30 |
| 4 | IMNM | IMMUNOME INC | 4.91M | $104.1M | $117.6M | 8.67% | -647,295 | 2026-06-30 |
| 5 | NRIX | NURIX THERAPEUTICS INC | 4.07M | $98.8M | $101.2M | 7.46% | -3,659,021 | 2026-06-30 |
| 6 | ABSI | ABSCI CORPORATION | 6.74M | $78.1M | $53.5M | 3.94% | -1,513,641 | 2026-06-30 |
| 7 | ANNX | ANNEXON INC | 11.87M | $67.8M | $46.5M | 3.43% | -2,679,891 | 2026-06-30 |
| 8 | RGNX | REGENXBIO INC | 4.37M | $52.3M | $34.7M | 2.56% | -- | 2026-06-30 |
| 9 | STTK | SHATTUCK LABS INC | 6.89M | $47.8M | $41.1M | 3.03% | +1.35M | 2026-06-30 |
| 10 | NGNE | NEUROGENE INC | 1.41M | $44.4M | $47.6M | 3.51% | -47,400 | 2026-06-30 |
| 11 | BEAM | BEAM THERAPEUTICS INC | 1.16M | $40.0M | $27.0M | 1.99% | -73,400 | 2026-06-30 |
| 12 | AGMB | AGOMAB THERAPEUTICS NV | 2.73M | $35.5M | $33.2M | 2.45% | +2.58M | 2026-06-30 |
| 13 | FATE | FATE THERAPEUTICS INC | 12.87M | $34.8M | $30.3M | 2.23% | -- | 2026-06-30 |
| 14 | IDYA | IDEAYA BIOSCIENCES INC | 640.2K | $23.9M | $24.1M | 1.78% | +119.1K | 2026-06-30 |
| 15 | SLN | SILENCE THERAPEUTICS PLC | 2.16M | $23.8M | $27.0M | 1.99% | -- | 2026-06-30 |
| 16 | COGT | COGENT BIOSCIENCES INC | 503.3K | $19.5M | $16.5M | 1.21% | -184,715 | 2026-06-30 |
| 17 | SLDB | SOLID BIOSCIENCES INC | 1.95M | $19.5M | $16.3M | 1.20% | -63,200 | 2026-06-30 |
| 18 | NUVB | NUVATION BIO INC | 3.03M | $17.2M | $17.6M | 1.30% | -122,247 | 2026-06-30 |
| 19 | CLDX | CELLDEX THERAPEUTICS INC NEW | 433.9K | $16.1M | $16.7M | 1.23% | +172.4K | 2026-06-30 |
| 20 | CLYM | CLIMB BIO INC | 1.23M | $16.0M | $17.1M | 1.26% | -- | 2026-06-30 |
| 21 | ALXO | ALX ONCOLOGY HLDGS INC | 7.39M | $15.3M | $14.0M | 1.03% | -571,684 | 2026-06-30 |
| 22 | BMRN | BIOMARIN PHARMACEUTICAL INC | 265.2K | $15.2M | $17.1M | 1.26% | +91.3K | 2026-06-30 |
| 23 | XENE | XENON PHARMACEUTICALS INC | 229.4K | $13.8M | $12.9M | 0.95% | -33,300 | 2026-06-30 |
| 24 | ZYME | ZYMEWORKS INC | 491.7K | $12.9M | $12.8M | 0.94% | -- | 2026-06-30 |
| 25 | — | ADC THERAPEUTICS SA | 11.53M | $12.3M | $12.3M | 0.91% | -3,943,792 | 2026-06-30 |
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