The Analysis of Redmile Group, LLC's Holdings
Currently, Redmile Group, LLC holds 40 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in COGT (+761.1K shares, valued at $10.9M), IDYA (+309.5K shares, valued at $8.4M), IMNM (+151.2K shares, valued at $1.8M); decreased their positions in REPL (-4.1M shares, valued at $17.3M), PRME (-2.0M shares, valued at $11.0M), ZYME (-444.9K shares, valued at $7.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SRRK SCHOLAR ROCK HLDG CORP3.9M shares-0.63%2025-09-302025-11-14
KRYS KRYSTAL BIOTECH INC661.4K shares-0.31%2025-09-302025-11-14 STOK STOKE THERAPEUTICS INC4.2M shares-4.58%2025-09-302025-11-14 ZYME ZYMEWORKS INC3.7M shares-10.72%2025-09-302025-11-14 ADCT ADC THERAPEUTICS SA15.7M shares0.00%2025-09-302025-11-14 IMNM IMMUNOME INC5.0M shares3.10%2025-09-302025-11-14 LIVN LIVANOVA PLC926.8K shares-0.80%2025-09-302025-11-14 RGNX REGENXBIO INC4.7M shares-1.72%2025-09-302025-11-14 AKRO AKERO THERAPEUTICS INC747.8K shares-3.42%2025-09-302025-11-14 NRIX NURIX THERAPEUTICS INC3.7M shares-1.46%2025-09-302025-11-14 BEAM BEAM THERAPEUTICS INC1.4M shares-2.52%2025-09-302025-11-14 COGT COGENT BIOSCIENCES INC2.2M shares52.56%2025-09-302025-11-14 ABSI ABSCI CORPORATION8.3M shares0.00%2025-09-302025-11-14 NGNE NEUROGENE INC1.3M shares1.75%2025-09-302025-11-14 ETNB 89BIO INC1.5M shares-4.66%2025-09-302025-11-14 IDYA IDEAYA BIOSCIENCES INC742.0K shares71.57%2025-09-302025-11-14 ANNX ANNEXON INC6.3M shares0.00%2025-09-302025-11-14 FATE FATE THERAPEUTICS INC12.9M shares0.00%2025-09-302025-11-14 RAPT RAPT THERAPEUTICS INC552.6K shares-12.38%2025-09-302025-11-14 STTK SHATTUCK LABS INC5.5M shares0.00%2025-09-302025-11-14 SLDB SOLID BIOSCIENCES INC1.9M shares-0.87%2025-09-302025-11-14 SLN SILENCE THERAPEUTICS PLC2.2M shares0.00%2025-09-302025-11-14 NUVB NUVATION BIO INC3.0M shares0.00%2025-09-302025-11-14 KROS KEROS THERAPEUTICS INC552.5K shares0.00%2025-09-302025-11-14 CLDX CELLDEX THERAPEUTICS INC NEW327.0K shares-4.67%2025-09-302025-11-14 ATRA ATARA BIOTHERAPEUTICS INC441.7K shares0.00%2025-09-302025-11-14 FOLD AMICUS THERAPEUTICS INC777.2K shares-34.64%2025-09-302025-11-14 ALXO ALX ONCOLOGY HLDGS INC3.3M shares-1.72%2025-09-302025-11-14 ESTA ESTABLISHMENT LABS HLDGS INC129.4K shares-5.22%2025-09-302025-11-14 CBLL CERIBELL INC435.2K shares0.00%2025-09-302025-11-14 XERS XERIS BIOPHARMA HOLDINGS INC451.1K shares0.00%2025-09-302025-11-14 VTYX VENTYX BIOSCIENCES INC1.1M shares-3.69%2025-09-302025-11-14 LVTX LAVA THERAPEUTICS NV2.1M shares0.00%2025-09-302025-11-14 RPTX REPARE THERAPEUTICS INC1.6M shares0.00%2025-09-302025-11-14 IVVD INVIVYD INC2.3M shares0.00%2025-09-302025-11-14 PLRX PLIANT THERAPEUTICS INC1.6M shares-2.50%2025-09-302025-11-14 REPL REPLIMUNE GROUP INC535.8K shares-88.51%2025-09-302025-11-14 PRME PRIME MEDICINE INC87.1K shares-95.80%2025-09-302025-11-14 KLRS KALARIS THERAPEUTICS INC83.0K shares0.00%2025-09-302025-11-14 BOLD BOUNDLESS BIO INC245.5K shares-58.33%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available