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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2025-08-14 (Q2 2025) | Holdings: 48 | Value: $939.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 11% $(16.6M) | 14.81% | $139.2M | +44.66% | +12.56% | ||
| KRYS - KRYSTAL BIOTECH INC | Reduce 10% $(10.2M) | 9.71% | $91.2M | ||||
| ZYME - ZYMEWORKS INC | Reduce 13% $(8.0M) | 5.54% | $52.1M | +81.29% | +70.05% | ||
| STOK - STOKE THERAPEUTICS INC | Reduce 2% $(1.2M) | 5.29% | $49.7M | +87.99% | +56.41% | ||
| IMNM - IMMUNOME INC | Reduce 9% $(4.5M) | 4.82% | $45.3M | +96.68% | +82.21% | ||
| REPL - REPLIMUNE GROUP INC | Reduce 5% $(2.2M) | 4.61% | $43.3M | +77.97% | +53.32% | ||
| NRIX - NURIX THERAPEUTICS INC | Reduce 8% $(3.6M) | 4.53% | $42.5M | +79.23% | +20.21% | ||
| LIVN - LIVANOVA PLC | Reduce 8% $(3.6M) | 4.48% | $42.1M | +15.35% | -1.40% | ||
| ADCT - ADC THERAPEUTICS SA | 4.47% | $42.0M | |||||
| AKRO - AKERO THERAPEUTICS INC | Reduce 18% $(8.8M) | 4.40% | $41.3M | +10.63% | +10.02% | ||
| RGNX - REGENXBIO INC | 4.17% | $39.2M | |||||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 18% $(7.9M) | 3.73% | $35.1M | +114.44% | +53.28% | ||
| BEAM - BEAM THERAPEUTICS INC | Reduce 12% $(3.2M) | 2.58% | $24.2M | ||||
| ABSI - ABSCI CORPORATION | 2.26% | $21.2M | |||||
| NGNE - NEUROGENE INC | Reduce 2% $(469.2K) | 2.03% | $19.1M | +2.35% | +9.88% | ||
| HNGE - HINGE HEALTH INC | New Purchase | 1.65% | $15.5M | -14.41% | -29.67% | ||
| ETNB - 89BIO INC | Reduce 18% $(3.4M) | 1.61% | $15.2M | ||||
| ANNX - ANNEXON INC | 1.61% | $15.1M | +102.24% | +23.27% | |||
| FATE - FATE THERAPEUTICS INC | 1.53% | $14.4M | +5.50% | -10.73% | |||
| SLN - SILENCE THERAPEUTICS PLC | Reduce 2% $(291.0K) | 1.34% | $12.6M | ||||
| COGT - COGENT BIOSCIENCES INC | Reduce 55% $(12.7M) | 1.11% | $10.4M | ||||
| BHVN - BIOHAVEN LTD | Reduce 16% $(1.9M) | 1.10% | $10.3M | ||||
| SLDB - SOLID BIOSCIENCES INC | Reduce 5% $(502.8K) | 0.99% | $9.3M | -4.86% | -29.66% | ||
| BSX - BOSTON SCIENTIFIC CORP | Reduce 56% $(11.6M) | 0.98% | $9.2M | -11.34% | -2.55% | ||
| IDYA - IDEAYA BIOSCIENCES INC | Reduce 19% $(2.1M) | 0.97% | $9.1M | +39.37% | +36.58% | ||
| VERV - VERVE THERAPEUTICS INC | Reduce 39% $(5.2M) | 0.88% | $8.3M | ||||
| CBLL - CERIBELL INC | 0.87% | $8.2M | +75.88% | +8.32% | |||
| KROS - KEROS THERAPEUTICS INC | 0.79% | $7.4M | +49.17% | +20.46% | |||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 42% $(5.0M) | 0.74% | $7.0M | +9.82% | +3.79% | ||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 88% $(47.8M) | 0.73% | $6.8M | +46.53% | +30.83% | ||
| NUVB - NUVATION BIO INC | 0.63% | $5.9M | |||||
| ESTA - ESTABLISHMENT LABS HLDGS INC | Reduce 59% $(8.5M) | 0.62% | $5.8M | +90.07% | +72.58% | ||
| PRME - PRIME MEDICINE INC | 0.55% | $5.1M | |||||
| RAPT - RAPT THERAPEUTICS INC | New Purchase | 0.54% | $5.0M | ||||
| PEN - PENUMBRA INC | Reduce 18% $(1.0M) | 0.51% | $4.8M | +23.22% | +9.99% | ||
| STTK - SHATTUCK LABS INC | 0.47% | $4.4M | +242.90% | +117.58% | |||
| ATRA - ATARA BIOTHERAPEUTICS INC | 0.36% | $3.4M | |||||
| IGMS - IGM BIOSCIENCES INC | 0.35% | $3.3M | |||||
| LVTX - LAVA THERAPEUTICS NV | 0.29% | $2.7M | +9.21% | ||||
| VTYX - VENTYX BIOSCIENCES INC | New Purchase | 0.25% | $2.4M | +170.30% | +213.53% | ||
| RPTX - REPARE THERAPEUTICS INC | Reduce 16% $(414.5K) | 0.23% | $2.2M | +35.44% | +37.97% | ||
| XERS - XERIS BIOPHARMA HOLDINGS INC | 0.22% | $2.1M | |||||
| PLRX - PLIANT THERAPEUTICS INC | Reduce 21% $(488.3K) | 0.20% | $1.9M | -23.13% | +3.13% | ||
| IVVD - INVIVYD INC | New Purchase | 0.17% | $1.6M | +223.57% | +296.09% | ||
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 7% $(103.5K) | 0.15% | $1.4M | +129.54% | +143.60% | ||
| BOLD - BOUNDLESS BIO INC | New Purchase | 0.06% | $594.9K | ||||
| FDMT - 4D MOLECULAR THERAPEUTICS IN | Reduce 89% $(3.3M) | 0.04% | $416.1K | +51.82% | +53.36% | ||
| KLRS - KALARIS THERAPEUTICS INC | New Purchase | 0.02% | $221.5K | +283.98% | +134.63% | ||
| IRTC - IRHYTHM TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| CYTK - CYTOKINETICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| RAPT - RAPT THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BNTX - BIONTECH SE | Reduce 100% | 0.00% | $0.00 | ||||
| ORKA - ORUKA THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| IMVT - IMMUNOVANT INC | Reduce 100% | 0.00% | $0.00 | ||||
| MASI - MASIMO CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PODD - INSULET CORP | Reduce 100% | 0.00% | $0.00 | ||||