13F HOLDINGS REPORT
Redmile Group, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-049578
Total Value
$1.06B
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP | SRRK | 4,398,281 | $141.4M | 13.37% |
| 2 | KRYSTAL BIOTECH INC | KRYS | 737,675 | $133.0M | 12.57% |
| 3 | AMICUS THERAPEUTICS INC | FOLD | 9,533,669 | $77.8M | 7.35% |
| 4 | ZYMEWORKS INC | ZYME | 4,788,945 | $57.0M | 5.39% |
| 5 | NURIX THERAPEUTICS INC | NRIX | 4,051,927 | $48.1M | 4.55% |
| 6 | REPLIMUNE GROUP INC | REPL | 4,898,527 | $47.8M | 4.51% |
| 7 | LIVANOVA PLC | LIVN | 1,014,139 | $39.8M | 3.77% |
| 8 | AKERO THERAPEUTICS INC | 00973Y108 | 939,277 | $38.0M | 3.59% |
| 9 | IMMUNOME INC | IMNM | 5,361,187 | $36.1M | 3.41% |
| 10 | REGENXBIO INC | RGNX | 4,794,780 | $34.3M | 3.24% |
| 11 | BEAM THERAPEUTICS INC | BEAM | 1,610,329 | $31.4M | 2.97% |
| 12 | STOKE THERAPEUTICS INC | STOK | 4,485,981 | $29.8M | 2.82% |
| 13 | KYMERA THERAPEUTICS INC | KYMR | 983,413 | $26.9M | 2.54% |
| 14 | ADC THERAPEUTICS SA | ADCT | 15,666,731 | $22.1M | 2.09% |
| 15 | BIOHAVEN LTD | BHVN | 867,454 | $20.9M | 1.97% |
| 16 | ABSCI CORPORATION | ABSI | 8,253,316 | $20.7M | 1.96% |
| 17 | BOSTON SCIENTIFIC CORP | BSX | 193,283 | $19.5M | 1.84% |
| 18 | COGENT BIOSCIENCES INC | COGT | 3,216,026 | $19.3M | 1.82% |
| 19 | NEUROGENE INC | NGNE | 1,308,063 | $15.3M | 1.45% |
| 20 | 89BIO INC | 282559103 | 1,886,444 | $13.7M | 1.30% |
| 21 | ESTABLISHMENT LABS HLDGS INC | ESTA | 335,366 | $13.7M | 1.29% |
| 22 | ANNEXON INC | ANNX | 6,300,644 | $12.2M | 1.15% |
| 23 | CELLDEX THERAPEUTICS INC NEW | CLDX | 590,175 | $10.7M | 1.01% |
| 24 | FATE THERAPEUTICS INC | FATE | 12,872,946 | $10.2M | 0.96% |
| 25 | IDEAYA BIOSCIENCES INC | IDYA | 534,600 | $8.8M | 0.83% |
| 26 | IMMUNOVANT INC | IMVT | 490,394 | $8.4M | 0.79% |
| 27 | CERIBELL INC | CBLL | 435,239 | $8.4M | 0.79% |
| 28 | RAPT THERAPEUTICS INC | 75382E109 | 6,475,317 | $7.9M | 0.75% |
| 29 | SOLID BIOSCIENCES INC | SLDB | 2,019,171 | $7.5M | 0.71% |
| 30 | INSULET CORP | PODD | 27,109 | $7.1M | 0.67% |
| 31 | BIONTECH SE | BNTX | 73,071 | $6.7M | 0.63% |
| 32 | SILENCE THERAPEUTICS PLC | SLNCF | 2,214,947 | $6.2M | 0.59% |
| 33 | PENUMBRA INC | PEN | 22,843 | $6.1M | 0.58% |
| 34 | IRHYTHM TECHNOLOGIES INC | IRTC | 56,844 | $6.0M | 0.56% |
| 35 | KEROS THERAPEUTICS INC | KROS | 552,506 | $5.6M | 0.53% |
| 36 | VERVE THERAPEUTICS INC | 92539P101 | 1,207,164 | $5.5M | 0.52% |
| 37 | NUVATION BIO INC | NUVB | 3,031,009 | $5.3M | 0.50% |
| 38 | SHATTUCK LABS INC | STTK | 5,539,724 | $5.3M | 0.50% |
| 39 | MASIMO CORP | MASI | 26,062 | $4.3M | 0.41% |
| 40 | PRIME MEDICINE INC | PRME | 2,074,350 | $4.1M | 0.39% |
| 41 | ORUKA THERAPEUTICS INC | ORKA | 386,963 | $4.0M | 0.38% |
| 42 | IGM BIOSCIENCES INC | 449585108 | 2,952,131 | $3.4M | 0.32% |
| 43 | CYTOKINETICS INC | CYTK | 82,098 | $3.3M | 0.31% |
| 44 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 997,235 | $3.2M | 0.30% |
| 45 | PLIANT THERAPEUTICS INC | PLRX | 2,053,559 | $2.8M | 0.26% |
| 46 | LAVA THERAPEUTICS NV | N51517105 | 2,074,372 | $2.6M | 0.25% |
| 47 | ATARA BIOTHERAPEUTICS INC | ATRA | 441,701 | $2.6M | 0.25% |
| 48 | XERIS BIOPHARMA HOLDINGS INC | XERS | 451,099 | $2.5M | 0.23% |
| 49 | ALX ONCOLOGY HLDGS INC | ALXO | 3,640,834 | $2.3M | 0.21% |
| 50 | REPARE THERAPEUTICS INC | 760273102 | 1,884,389 | $1.9M | 0.18% |
| 51 | VENTYX BIOSCIENCES INC | 92332V107 | 1,569,793 | $1.8M | 0.17% |
| 52 | ASTRIA THERAPEUTICS INC | 04635X102 | 269,078 | $1.4M | 0.14% |
| 53 | INVIVYD INC | IVVD | 2,285,320 | $1.4M | 0.13% |
| 54 | BOUNDLESS BIO INC | BOLD | 725,204 | $1.1M | 0.10% |
| 55 | KALARIS THERAPEUTICS INC | KLRS | 82,955 | $666,129 | 0.06% |
| 56 | ALLAKOS INC | 01671P100 | 856,615 | $194,966 | 0.02% |