13F HOLDINGS REPORT
Redmile Group, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078608
Total Value
$939.6M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP | SRRK | 3,929,039 | $139.2M | 14.81% |
| 2 | KRYSTAL BIOTECH INC | KRYS | 663,471 | $91.2M | 9.71% |
| 3 | ZYMEWORKS INC | ZYME | 4,150,627 | $52.1M | 5.54% |
| 4 | STOKE THERAPEUTICS INC | STOK | 4,375,931 | $49.7M | 5.29% |
| 5 | IMMUNOME INC | IMNM | 4,872,225 | $45.3M | 4.82% |
| 6 | REPLIMUNE GROUP INC | REPL | 4,664,791 | $43.3M | 4.61% |
| 7 | NURIX THERAPEUTICS INC | NRIX | 3,732,888 | $42.5M | 4.53% |
| 8 | LIVANOVA PLC | LIVN | 934,271 | $42.1M | 4.48% |
| 9 | ADC THERAPEUTICS SA | ADCT | 15,666,731 | $42.0M | 4.47% |
| 10 | AKERO THERAPEUTICS INC | 00973Y108 | 774,311 | $41.3M | 4.40% |
| 11 | REGENXBIO INC | RGNX | 4,775,717 | $39.2M | 4.17% |
| 12 | KYMERA THERAPEUTICS INC | KYMR | 803,289 | $35.1M | 3.73% |
| 13 | BEAM THERAPEUTICS INC | BEAM | 1,423,411 | $24.2M | 2.58% |
| 14 | ABSCI CORPORATION | ABSI | 8,253,316 | $21.2M | 2.26% |
| 15 | NEUROGENE INC | NGNE | 1,276,676 | $19.1M | 2.03% |
| 16 | HINGE HEALTH INC | HNGE | 300,000 | $15.5M | 1.65% |
| 17 | 89BIO INC | 282559103 | 1,545,208 | $15.2M | 1.61% |
| 18 | ANNEXON INC | ANNX | 6,300,644 | $15.1M | 1.61% |
| 19 | FATE THERAPEUTICS INC | FATE | 12,872,946 | $14.4M | 1.53% |
| 20 | SILENCE THERAPEUTICS PLC | SLNCF | 2,164,777 | $12.6M | 1.34% |
| 21 | COGENT BIOSCIENCES INC | COGT | 1,448,040 | $10.4M | 1.11% |
| 22 | BIOHAVEN LTD | BHVN | 729,515 | $10.3M | 1.10% |
| 23 | SOLID BIOSCIENCES INC | SLDB | 1,915,926 | $9.3M | 0.99% |
| 24 | BOSTON SCIENTIFIC CORP | BSX | 85,301 | $9.2M | 0.98% |
| 25 | IDEAYA BIOSCIENCES INC | IDYA | 432,494 | $9.1M | 0.97% |
| 26 | VERVE THERAPEUTICS INC | 92539P101 | 740,261 | $8.3M | 0.88% |
| 27 | CERIBELL INC | CBLL | 435,239 | $8.2M | 0.87% |
| 28 | KEROS THERAPEUTICS INC | KROS | 552,506 | $7.4M | 0.79% |
| 29 | CELLDEX THERAPEUTICS INC NEW | CLDX | 343,026 | $7.0M | 0.74% |
| 30 | AMICUS THERAPEUTICS INC | FOLD | 1,188,998 | $6.8M | 0.73% |
| 31 | NUVATION BIO INC | NUVB | 3,031,009 | $5.9M | 0.63% |
| 32 | ESTABLISHMENT LABS HLDGS INC | ESTA | 136,495 | $5.8M | 0.62% |
| 33 | PRIME MEDICINE INC | PRME | 2,074,350 | $5.1M | 0.55% |
| 34 | RAPT THERAPEUTICS INC | 75382E208 | 630,686 | $5.0M | 0.54% |
| 35 | PENUMBRA INC | PEN | 18,818 | $4.8M | 0.51% |
| 36 | SHATTUCK LABS INC | STTK | 5,539,724 | $4.4M | 0.47% |
| 37 | ATARA BIOTHERAPEUTICS INC | ATRA | 441,701 | $3.4M | 0.36% |
| 38 | IGM BIOSCIENCES INC | 449585108 | 2,952,131 | $3.3M | 0.35% |
| 39 | LAVA THERAPEUTICS NV | N51517105 | 2,074,372 | $2.7M | 0.29% |
| 40 | VENTYX BIOSCIENCES INC | 92332V107 | 1,114,529 | $2.4M | 0.25% |
| 41 | REPARE THERAPEUTICS INC | 760273102 | 1,586,174 | $2.2M | 0.23% |
| 42 | XERIS BIOPHARMA HOLDINGS INC | XERS | 451,099 | $2.1M | 0.22% |
| 43 | PLIANT THERAPEUTICS INC | PLRX | 1,632,577 | $1.9M | 0.20% |
| 44 | INVIVYD INC | IVVD | 2,285,320 | $1.6M | 0.17% |
| 45 | ALX ONCOLOGY HLDGS INC | ALXO | 3,391,455 | $1.4M | 0.15% |
| 46 | BOUNDLESS BIO INC | BOLD | 589,034 | $594,924 | 0.06% |
| 47 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 112,168 | $416,143 | 0.04% |
| 48 | KALARIS THERAPEUTICS INC | KLRS | 82,955 | $221,490 | 0.02% |