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The Analysis of Redmile Group, LLC's Holdings & P&L

Currently, Redmile Group, LLC holds 36 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in SRRK (+9.1M shares, valued at $445.7M), KRYS (+673.5K shares, valued at $174.0M), STOK (+4.2M shares, valued at $135.6M); decreased their positions in ADCT (-9.7M shares, valued at $36.8M); initiated new positions in SRRK (+9.1M shares, valued at $445.7M), KRYS (+673.5K shares, valued at $174.0M), STOK (+4.2M shares, valued at $135.6M).

1M P&L

-26.5M-1.93%

3M P&L

+56.0M+4.33%

HY P&L

+128.2M+10.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology1.3B

98.1%

2Medical Devices25.0M

1.9%

Top Industries by Stock Count

1Biotechnology27 stocks

90.0%

2Medical Devices3 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SRRK SCHOLAR ROCK HLDG CORP9.1M sharesnew addition2026-03-312026-05-15

KRYS KRYSTAL BIOTECH INC673.5K sharesnew addition2026-03-312026-05-15

STOK STOKE THERAPEUTICS INC4.2M sharesnew addition2026-03-312026-05-15

IMNM IMMUNOME INC5.6M sharesnew addition2026-03-312026-05-15

NRIX NURIX THERAPEUTICS INC7.7M sharesnew addition2026-03-312026-05-15

ANNX ANNEXON INC14.5M sharesnew addition2026-03-312026-05-15

ADCT ADC THERAPEUTICS SA15.5M sharesnew addition2026-03-312026-05-15

RGNX REGENXBIO INC4.4M sharesnew addition2026-03-312026-05-15

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STTK SHATTUCK LABS INC5.5M sharesnew addition2026-03-312026-05-15

BEAM BEAM THERAPEUTICS INC1.2M sharesnew addition2026-03-312026-05-15

NGNE NEUROGENE INC1.5M sharesnew addition2026-03-312026-05-15

COGT COGENT BIOSCIENCES INC688.0K sharesnew addition2026-03-312026-05-15

ABSI ABSCI CORPORATION8.3M sharesnew addition2026-03-312026-05-15

IDYA IDEAYA BIOSCIENCES INC521.1K sharesnew addition2026-03-312026-05-15

ALXO ALX ONCOLOGY HLDGS INC8.0M sharesnew addition2026-03-312026-05-15

FATE FATE THERAPEUTICS INC12.9M sharesnew addition2026-03-312026-05-15

Sponsored

XENE XENON PHARMACEUTICALS INC262.7K sharesnew addition2026-03-312026-05-15

SOLID BIOSCIENCES INC SOLID BIOSCIENCES INC2.0M sharesnew addition2026-03-312026-05-15

NUVB NUVATION BIO INC3.2M sharesnew addition2026-03-312026-05-15

ZYMEWORKS INC ZYMEWORKS INC491.7K sharesnew addition2026-03-312026-05-15

SLN SILENCE THERAPEUTICS PLC2.2M sharesnew addition2026-03-312026-05-15

DBV TECHNOLOGIES S A DBV TECHNOLOGIES S A491.3K sharesnew addition2026-03-312026-05-15

BMRN BIOMARIN PHARMACEUTICAL INC173.9K sharesnew addition2026-03-312026-05-15

ADCT 951.0K shares-91.11%2026-05-122026-05-14

Sponsored

CLDX CELLDEX THERAPEUTICS INC NEW261.5K sharesnew addition2026-03-312026-05-15

CBLL CERIBELL INC386.8K sharesnew addition2026-03-312026-05-15

LIVN LIVANOVA PLC108.4K sharesnew addition2026-03-312026-05-15

ESTA ESTABLISHMENT LABS HLDGS INC103.5K sharesnew addition2026-03-312026-05-15

PRME PRIME MEDICINE INC1.6M sharesnew addition2026-03-312026-05-15

ORIC ORIC PHARMACEUTICALS INC415.7K sharesnew addition2026-03-312026-05-15

EPRX EUPRAXIA PHARMACEUTICALS INC700.0K sharesnew addition2026-03-312026-05-15

ARDX ARDELYX INC733.4K sharesnew addition2026-03-312026-05-15

Sponsored

IVVD INVIVYD INC2.6M sharesnew addition2026-03-312026-05-15

ATARA BIOTHERAPEUTICS INC ATARA BIOTHERAPEUTICS INC441.7K sharesnew addition2026-03-312026-05-15

AGOMAB THERAPEUTICS NV AGOMAB THERAPEUTICS NV156.3K sharesnew addition2026-03-312026-05-15

PLRX PLIANT THERAPEUTICS INC772.1K sharesnew addition2026-03-312026-05-15

SRRK

SCHOLAR ROCK HLDG CORP

New

Shares9.1M

Event2026-03-31

Filed2026-05-15

KRYS

KRYSTAL BIOTECH INC

New

Shares673.5K

Event2026-03-31

Filed2026-05-15

STOK

STOKE THERAPEUTICS INC

New

Shares4.2M

Event2026-03-31

Filed2026-05-15

IMNM

IMMUNOME INC

New

Shares5.6M

Event2026-03-31

Filed2026-05-15

NRIX

NURIX THERAPEUTICS INC

New

Shares7.7M

Event2026-03-31

Filed2026-05-15

ANNX

ANNEXON INC

New

Shares14.5M

Event2026-03-31

Filed2026-05-15

ADCT

ADC THERAPEUTICS SA

New

Shares15.5M

Event2026-03-31

Filed2026-05-15

RGNX

REGENXBIO INC

New

Shares4.4M

Event2026-03-31

Filed2026-05-15

STTK

SHATTUCK LABS INC

New

Shares5.5M

Event2026-03-31

Filed2026-05-15

BEAM

BEAM THERAPEUTICS INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

NGNE

NEUROGENE INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

COGT

COGENT BIOSCIENCES INC

New

Shares688.0K

Event2026-03-31

Filed2026-05-15

ABSI

ABSCI CORPORATION

New

Shares8.3M

Event2026-03-31

Filed2026-05-15

IDYA

IDEAYA BIOSCIENCES INC

New

Shares521.1K

Event2026-03-31

Filed2026-05-15

ALXO

ALX ONCOLOGY HLDGS INC

New

Shares8.0M

Event2026-03-31

Filed2026-05-15

FATE

FATE THERAPEUTICS INC

New

Shares12.9M

Event2026-03-31

Filed2026-05-15

XENE

XENON PHARMACEUTICALS INC

New

Shares262.7K

Event2026-03-31

Filed2026-05-15

SOLID BIOSCIENCES INC

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

NUVB

NUVATION BIO INC

New

Shares3.2M

Event2026-03-31

Filed2026-05-15

ZYMEWORKS INC

New

Shares491.7K

Event2026-03-31

Filed2026-05-15

SLN

SILENCE THERAPEUTICS PLC

New

Shares2.2M

Event2026-03-31

Filed2026-05-15

DBV TECHNOLOGIES S A

New

Shares491.3K

Event2026-03-31

Filed2026-05-15

BMRN

BIOMARIN PHARMACEUTICAL INC

New

Shares173.9K

Event2026-03-31

Filed2026-05-15

ADCT

-91.11%

Shares951.0K

Event2026-05-12

Filed2026-05-14

CLDX

CELLDEX THERAPEUTICS INC NEW

New

Shares261.5K

Event2026-03-31

Filed2026-05-15

CBLL

CERIBELL INC

New

Shares386.8K

Event2026-03-31

Filed2026-05-15

LIVN

LIVANOVA PLC

New

Shares108.4K

Event2026-03-31

Filed2026-05-15

ESTA

ESTABLISHMENT LABS HLDGS INC

New

Shares103.5K

Event2026-03-31

Filed2026-05-15

PRME

PRIME MEDICINE INC

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

ORIC

ORIC PHARMACEUTICALS INC

New

Shares415.7K

Event2026-03-31

Filed2026-05-15

EPRX

EUPRAXIA PHARMACEUTICALS INC

New

Shares700.0K

Event2026-03-31

Filed2026-05-15

ARDX

ARDELYX INC

New

Shares733.4K

Event2026-03-31

Filed2026-05-15

IVVD

INVIVYD INC

New

Shares2.6M

Event2026-03-31

Filed2026-05-15

ATARA BIOTHERAPEUTICS INC

New

Shares441.7K

Event2026-03-31

Filed2026-05-15

AGOMAB THERAPEUTICS NV

New

Shares156.3K

Event2026-03-31

Filed2026-05-15

PLRX

PLIANT THERAPEUTICS INC

New

Shares772.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available