13F HOLDINGS REPORT
Redmile Group, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001104659-26-016433
Total Value
$1.36B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP | SRRK | 5,220,846 | $230.0M | 16.94% |
| 2 | KRYSTAL BIOTECH INC | KRYS | 677,705 | $167.1M | 12.30% |
| 3 | NURIX THERAPEUTICS INC | NRIX | 8,093,908 | $153.5M | 11.31% |
| 4 | STOKE THERAPEUTICS INC | STOK | 4,034,070 | $128.0M | 9.43% |
| 5 | IMMUNOME INC | IMNM | 5,718,385 | $122.8M | 9.05% |
| 6 | REGENXBIO INC | RGNX | 4,368,804 | $62.9M | 4.63% |
| 7 | ADC THERAPEUTICS SA | ADCT | 15,666,731 | $55.3M | 4.07% |
| 8 | COGENT BIOSCIENCES INC | COGT | 1,437,918 | $51.1M | 3.76% |
| 9 | ANNEXON INC | ANNX | 10,050,644 | $50.5M | 3.72% |
| 10 | BEAM THERAPEUTICS INC | BEAM | 1,285,859 | $35.6M | 2.62% |
| 11 | NEUROGENE INC | NGNE | 1,459,599 | $30.1M | 2.21% |
| 12 | RAPT THERAPEUTICS INC | 75382E208 | 885,927 | $30.0M | 2.21% |
| 13 | ABSCI CORPORATION | ABSI | 8,253,316 | $28.8M | 2.12% |
| 14 | NUVATION BIO INC | NUVB | 3,163,256 | $28.3M | 2.09% |
| 15 | IDEAYA BIOSCIENCES INC | IDYA | 742,017 | $25.7M | 1.89% |
| 16 | SHATTUCK LABS INC | STTK | 5,539,724 | $20.2M | 1.49% |
| 17 | SILENCE THERAPEUTICS PLC | SLNCF | 2,164,777 | $13.2M | 0.97% |
| 18 | ZYMEWORKS INC | ZYME | 491,654 | $12.9M | 0.95% |
| 19 | FATE THERAPEUTICS INC | FATE | 12,872,946 | $12.6M | 0.93% |
| 20 | REPLIMUNE GROUP INC | REPL | 1,099,756 | $10.7M | 0.79% |
| 21 | DBV TECHNOLOGIES S A | DBVTF | 549,840 | $10.5M | 0.78% |
| 22 | SOLID BIOSCIENCES INC | SLDB | 1,860,542 | $10.5M | 0.77% |
| 23 | CERIBELL INC | CBLL | 435,239 | $9.5M | 0.70% |
| 24 | ESTABLISHMENT LABS HLDGS INC | ESTA | 112,664 | $8.2M | 0.60% |
| 25 | ATARA BIOTHERAPEUTICS INC | ATRA | 441,701 | $8.0M | 0.59% |
| 26 | CELLDEX THERAPEUTICS INC NEW | CLDX | 283,308 | $7.7M | 0.57% |
| 27 | LIVANOVA PLC | LIVN | 118,054 | $7.3M | 0.53% |
| 28 | INVIVYD INC | IVVD | 2,681,159 | $6.6M | 0.49% |
| 29 | XENON PHARMACEUTICALS INC | XENE | 133,882 | $6.0M | 0.44% |
| 30 | REPARE THERAPEUTICS INC | 760273102 | 1,586,174 | $4.1M | 0.30% |
| 31 | ALX ONCOLOGY HLDGS INC | ALXO | 3,264,718 | $3.7M | 0.27% |
| 32 | ORIC PHARMACEUTICALS INC | ORIC | 448,110 | $3.7M | 0.27% |
| 33 | PLIANT THERAPEUTICS INC | PLRX | 1,616,228 | $2.0M | 0.15% |
| 34 | KALARIS THERAPEUTICS INC | KLRS | 82,955 | $700,140 | 0.05% |