13F HOLDINGS REPORT
Redmile Group, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001104659-25-014154
Total Value
$1.43B
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP | SRRK | 4,549,881 | $196.6M | 13.70% |
| 2 | KRYSTAL BIOTECH INC | KRYS | 753,175 | $118.0M | 8.22% |
| 3 | NURIX THERAPEUTICS INC | NRIX | 4,192,627 | $79.0M | 5.50% |
| 4 | ZYMEWORKS INC | ZYME | 4,840,463 | $70.9M | 4.94% |
| 5 | AMICUS THERAPEUTICS INC | FOLD | 7,054,890 | $66.5M | 4.63% |
| 6 | REPLIMUNE GROUP INC | REPL | 4,905,527 | $59.4M | 4.14% |
| 7 | IMMUNOME INC | IMNM | 4,828,026 | $51.3M | 3.57% |
| 8 | STOKE THERAPEUTICS INC | STOK | 4,593,629 | $50.7M | 3.53% |
| 9 | LIVANOVA PLC | LIVN | 1,043,539 | $48.3M | 3.37% |
| 10 | KYMERA THERAPEUTICS INC | KYMR | 1,100,432 | $44.3M | 3.09% |
| 11 | PLIANT THERAPEUTICS INC | PLRX | 2,895,478 | $38.1M | 2.66% |
| 12 | BEAM THERAPEUTICS INC | BEAM | 1,528,567 | $37.9M | 2.64% |
| 13 | REGENXBIO INC | RGNX | 4,794,780 | $37.1M | 2.58% |
| 14 | AKERO THERAPEUTICS INC | 00973Y108 | 1,235,209 | $34.4M | 2.39% |
| 15 | BIOHAVEN LTD | BHVN | 904,496 | $33.8M | 2.35% |
| 16 | ANNEXON INC | ANNX | 6,300,644 | $32.3M | 2.25% |
| 17 | ADC THERAPEUTICS SA | ADCT | 15,666,731 | $31.2M | 2.17% |
| 18 | NEUROGENE INC | NGNE | 1,319,763 | $30.2M | 2.10% |
| 19 | BOSTON SCIENTIFIC CORP | BSX | 312,683 | $27.9M | 1.95% |
| 20 | COGENT BIOSCIENCES INC | COGT | 3,554,836 | $27.7M | 1.93% |
| 21 | ABSCI CORPORATION | ABSI | 8,253,316 | $21.6M | 1.51% |
| 22 | FATE THERAPEUTICS INC | FATE | 12,872,946 | $21.2M | 1.48% |
| 23 | IGM BIOSCIENCES INC | 449585108 | 2,952,131 | $18.0M | 1.26% |
| 24 | 89BIO INC | 282559103 | 2,167,176 | $16.9M | 1.18% |
| 25 | SILENCE THERAPEUTICS PLC | SLNCF | 2,399,317 | $16.5M | 1.15% |
| 26 | IDEAYA BIOSCIENCES INC | IDYA | 619,300 | $15.9M | 1.11% |
| 27 | CELLDEX THERAPEUTICS INC NEW | CLDX | 615,775 | $15.6M | 1.08% |
| 28 | ESTABLISHMENT LABS HLDGS INC | ESTA | 320,149 | $14.7M | 1.03% |
| 29 | IMMUNOVANT INC | IMVT | 571,824 | $14.2M | 0.99% |
| 30 | CERIBELL INC | CBLL | 435,239 | $11.3M | 0.79% |
| 31 | STRYKER CORPORATION | SYK | 30,676 | $11.0M | 0.77% |
| 32 | RAPT THERAPEUTICS INC | 75382E109 | 6,475,317 | $10.2M | 0.71% |
| 33 | BIONTECH SE | BNTX | 83,471 | $9.5M | 0.66% |
| 34 | INTUITIVE SURGICAL INC | ISRG | 16,943 | $8.8M | 0.62% |
| 35 | KEROS THERAPEUTICS INC | KROS | 552,506 | $8.7M | 0.61% |
| 36 | NUVATION BIO INC | NUVB | 3,031,009 | $8.1M | 0.56% |
| 37 | ARDELYX INC | ARDX | 1,576,259 | $8.0M | 0.56% |
| 38 | ORUKA THERAPEUTICS INC | ORKA | 411,728 | $8.0M | 0.56% |
| 39 | VERVE THERAPEUTICS INC | 92539P101 | 1,318,164 | $7.4M | 0.52% |
| 40 | SHATTUCK LABS INC | STTK | 5,539,724 | $6.7M | 0.47% |
| 41 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 1,196,910 | $6.7M | 0.46% |
| 42 | ALX ONCOLOGY HLDGS INC | ALXO | 3,689,611 | $6.2M | 0.43% |
| 43 | PENUMBRA INC | PEN | 25,743 | $6.1M | 0.43% |
| 44 | PRIME MEDICINE INC | PRME | 2,074,350 | $6.1M | 0.42% |
| 45 | ATARA BIOTHERAPEUTICS INC | ATRA | 441,701 | $5.9M | 0.41% |
| 46 | CYTOKINETICS INC | CYTK | 92,598 | $4.4M | 0.30% |
| 47 | STEREOTAXIS INC | STXS | 1,799,465 | $4.1M | 0.29% |
| 48 | ALLAKOS INC | 01671P100 | 3,015,097 | $3.6M | 0.25% |
| 49 | ASTRIA THERAPEUTICS INC | 04635X102 | 346,278 | $3.1M | 0.22% |
| 50 | AC IMMUNE SA | ACIU | 1,034,299 | $2.8M | 0.19% |
| 51 | REPARE THERAPEUTICS INC | 760273102 | 1,916,089 | $2.5M | 0.17% |
| 52 | INSULET CORP | PODD | 9,559 | $2.5M | 0.17% |
| 53 | SOLID BIOSCIENCES INC | SLDB | 615,246 | $2.5M | 0.17% |
| 54 | BOUNDLESS BIO INC | BOLD | 740,204 | $2.1M | 0.15% |
| 55 | LAVA THERAPEUTICS NV | N51517105 | 2,074,372 | $2.0M | 0.14% |
| 56 | ACHILLES THERAPEUTICS PLC | 00449L102 | 1,608,089 | $1.8M | 0.13% |
| 57 | XERIS BIOPHARMA HOLDINGS INC | XERS | 451,099 | $1.5M | 0.11% |
| 58 | INVIVYD INC | IVVD | 3,012,254 | $1.3M | 0.09% |
| 59 | ALLOVIR INC | 019818103 | 1,907,969 | $801,347 | 0.06% |
| 60 | ADAPTIMMUNE THERAPEUTICS PLC | ADTI | 715,607 | $385,497 | 0.03% |
| 61 | VENTYX BIOSCIENCES INC | 92332V107 | 124,178 | $271,950 | 0.02% |
| 62 | HOOKIPA PHARMA INC | HOOK | 106,376 | $213,816 | 0.01% |