13F HOLDINGS REPORT
Redmile Group, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001104659-25-112572
Total Value
$1.03B
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP | SRRK | 3,904,456 | $145.4M | 14.15% |
| 2 | KRYSTAL BIOTECH INC | KRYS | 661,388 | $116.8M | 11.36% |
| 3 | STOKE THERAPEUTICS INC | STOK | 4,175,542 | $98.1M | 9.55% |
| 4 | ZYMEWORKS INC | ZYME | 3,705,750 | $63.3M | 6.16% |
| 5 | ADC THERAPEUTICS SA | ADCT | 15,666,731 | $62.7M | 6.10% |
| 6 | IMMUNOME INC | IMNM | 5,023,385 | $58.8M | 5.72% |
| 7 | LIVANOVA PLC | LIVN | 926,799 | $48.5M | 4.72% |
| 8 | REGENXBIO INC | RGNX | 4,693,389 | $45.3M | 4.41% |
| 9 | AKERO THERAPEUTICS INC | 00973Y108 | 747,818 | $35.5M | 3.45% |
| 10 | NURIX THERAPEUTICS INC | NRIX | 3,678,394 | $34.0M | 3.31% |
| 11 | BEAM THERAPEUTICS INC | BEAM | 1,387,559 | $33.7M | 3.28% |
| 12 | COGENT BIOSCIENCES INC | COGT | 2,209,118 | $31.7M | 3.09% |
| 13 | ABSCI CORPORATION | ABSI | 8,253,316 | $25.1M | 2.44% |
| 14 | NEUROGENE INC | NGNE | 1,299,022 | $22.5M | 2.19% |
| 15 | 89BIO INC | 282559103 | 1,473,136 | $21.7M | 2.11% |
| 16 | IDEAYA BIOSCIENCES INC | IDYA | 742,017 | $20.2M | 1.96% |
| 17 | ANNEXON INC | ANNX | 6,300,644 | $19.2M | 1.87% |
| 18 | FATE THERAPEUTICS INC | FATE | 12,872,946 | $16.2M | 1.58% |
| 19 | RAPT THERAPEUTICS INC | 75382E208 | 552,594 | $14.3M | 1.39% |
| 20 | SHATTUCK LABS INC | STTK | 5,539,724 | $13.2M | 1.29% |
| 21 | SOLID BIOSCIENCES INC | SLDB | 1,899,342 | $11.7M | 1.14% |
| 22 | SILENCE THERAPEUTICS PLC | SLNCF | 2,164,777 | $11.2M | 1.09% |
| 23 | NUVATION BIO INC | NUVB | 3,031,009 | $11.2M | 1.09% |
| 24 | KEROS THERAPEUTICS INC | KROS | 552,506 | $8.7M | 0.85% |
| 25 | CELLDEX THERAPEUTICS INC NEW | CLDX | 327,008 | $8.5M | 0.82% |
| 26 | ATARA BIOTHERAPEUTICS INC | ATRA | 441,701 | $6.3M | 0.62% |
| 27 | AMICUS THERAPEUTICS INC | FOLD | 777,178 | $6.1M | 0.60% |
| 28 | ALX ONCOLOGY HLDGS INC | ALXO | 3,332,983 | $6.1M | 0.59% |
| 29 | ESTABLISHMENT LABS HLDGS INC | ESTA | 129,364 | $5.3M | 0.52% |
| 30 | CERIBELL INC | CBLL | 435,239 | $5.0M | 0.49% |
| 31 | XERIS BIOPHARMA HOLDINGS INC | XERS | 451,099 | $3.7M | 0.36% |
| 32 | VENTYX BIOSCIENCES INC | 92332V107 | 1,073,386 | $3.3M | 0.32% |
| 33 | LAVA THERAPEUTICS NV | N51517105 | 2,074,372 | $3.2M | 0.31% |
| 34 | REPARE THERAPEUTICS INC | 760273102 | 1,586,174 | $2.8M | 0.27% |
| 35 | INVIVYD INC | IVVD | 2,285,320 | $2.5M | 0.24% |
| 36 | PLIANT THERAPEUTICS INC | PLRX | 1,591,695 | $2.4M | 0.23% |
| 37 | REPLIMUNE GROUP INC | REPL | 535,818 | $2.2M | 0.22% |
| 38 | PRIME MEDICINE INC | PRME | 87,118 | $482,634 | 0.05% |
| 39 | KALARIS THERAPEUTICS INC | KLRS | 82,955 | $479,480 | 0.05% |
| 40 | BOUNDLESS BIO INC | BOLD | 245,458 | $301,913 | 0.03% |