The Analysis of Redmile Group, LLC's Holdings
Currently, Redmile Group, LLC holds 35 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in NRIX (+4.4M shares, valued at $83.8M), SRRK (+1.3M shares, valued at $58.0M), ANNX (+9.1M shares, valued at $48.9M); decreased their positions in N/A (-3.2M shares, valued at $84.6M), LIVN (-808.7K shares, valued at $49.8M), COGT (-771.2K shares, valued at $27.4M); initiated new positions in N/A (+549.8K shares, valued at $10.5M), XENE (+133.9K shares, valued at $6.0M), ORIC (+448.1K shares, valued at $3.7M). Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
SRRK SCHOLAR ROCK HLDG CORP5.2M shares33.72%2025-12-312026-02-17
KRYS KRYSTAL BIOTECH INC677.7K shares2.47%2025-12-312026-02-17 NRIX NURIX THERAPEUTICS INC8.1M shares120.04%2025-12-312026-02-17 IMNM 5.7M shares13.84%2025-12-312026-02-17 STOK STOKE THERAPEUTICS INC4.0M shares-3.39%2025-12-312026-02-17 ANNX 15.4M shares144.86%2025-12-312026-02-17 RGNX REGENXBIO INC4.4M shares-6.92%2025-12-312026-02-17 ADCT ADC THERAPEUTICS SA15.7M shares0.00%2025-12-312026-02-17 COGT COGENT BIOSCIENCES INC1.4M shares-34.91%2025-12-312026-02-17 ABSI 12.7M shares53.79%2026-04-062026-04-06 BEAM BEAM THERAPEUTICS INC1.3M shares-7.33%2025-12-312026-02-17 NGNE 1.6M shares19.87%2025-12-312026-02-17 ABSI ABSCI CORPORATION8.3M shares0.00%2025-12-312026-02-17 NUVB NUVATION BIO INC3.2M shares4.36%2025-12-312026-02-17 IDYA IDEAYA BIOSCIENCES INC742.0K shares0.00%2025-12-312026-02-17 STTK SHATTUCK LABS INC5.5M shares0.00%2025-12-312026-02-17 SLN SILENCE THERAPEUTICS PLC2.2M shares0.00%2025-12-312026-02-17 ZYMEWORKS INC ZYMEWORKS INC491.7K shares-86.73%2025-12-312026-02-17 FATE FATE THERAPEUTICS INC12.9M shares0.00%2025-12-312026-02-17 REPL REPLIMUNE GROUP INC1.1M shares105.25%2025-12-312026-02-17 CBLL CERIBELL INC435.2K shares0.00%2025-12-312026-02-17 ESTA ESTABLISHMENT LABS HLDGS INC112.7K shares-12.91%2025-12-312026-02-17 CLDX CELLDEX THERAPEUTICS INC NEW283.3K shares-13.36%2025-12-312026-02-17 LIVN LIVANOVA PLC118.1K shares-87.26%2025-12-312026-02-17 IVVD INVIVYD INC2.7M shares17.32%2025-12-312026-02-17 XENE XENON PHARMACEUTICALS INC133.9K sharesnew addition2025-12-312026-02-17 RPTX REPARE THERAPEUTICS INC1.6M shares0.00%2025-12-312026-02-17 ALXO ALX ONCOLOGY HLDGS INC3.3M shares-2.05%2025-12-312026-02-17 ORIC ORIC PHARMACEUTICALS INC448.1K sharesnew addition2025-12-312026-02-17 PLRX PLIANT THERAPEUTICS INC1.6M shares1.54%2025-12-312026-02-17 KLRS KALARIS THERAPEUTICS INC83.0K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available