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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2025-11-14 (Q3 2025) | Holdings: 40 | Value: $1.0B | 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 1% $(915.5K) | 14.15% | $145.4M | +27.33% | |||
| KRYS - KRYSTAL BIOTECH INC | 11.36% | $116.8M | |||||
| STOK - STOKE THERAPEUTICS INC | Reduce 5% $(4.7M) | 9.55% | $98.1M | +22.60% | |||
| ZYME - ZYMEWORKS INC | Reduce 11% $(7.6M) | 6.16% | $63.3M | +6.16% | |||
| ADCT - ADC THERAPEUTICS SA | 6.10% | $62.7M | |||||
| IMNM - IMMUNOME INC | Add 3% ($1.8M) | 5.72% | $58.8M | +10.50% | |||
| LIVN - LIVANOVA PLC | Reduce 1% $(391.4K) | 4.72% | $48.5M | +13.76% | |||
| RGNX - REGENXBIO INC | Reduce 2% $(794.5K) | 4.41% | $45.3M | ||||
| AKRO - AKERO THERAPEUTICS INC | Reduce 3% $(1.3M) | 3.45% | $35.5M | +0.72% | |||
| NRIX - NURIX THERAPEUTICS INC | Reduce 1% $(503.5K) | 3.31% | $34.0M | +49.92% | |||
| BEAM - BEAM THERAPEUTICS INC | Reduce 3% $(870.1K) | 3.28% | $33.7M | ||||
| COGT - COGENT BIOSCIENCES INC | Add 53% ($10.9M) | 3.09% | $31.7M | ||||
| ABSI - ABSCI CORPORATION | 2.44% | $25.1M | |||||
| NGNE - NEUROGENE INC | Add 2% ($387.3K) | 2.19% | $22.5M | -8.17% | |||
| ETNB - 89BIO INC | Reduce 5% $(1.1M) | 2.11% | $21.7M | ||||
| IDYA - IDEAYA BIOSCIENCES INC | Add 72% ($8.4M) | 1.96% | $20.2M | +6.35% | |||
| ANNX - ANNEXON INC | 1.87% | $19.2M | +84.20% | ||||
| FATE - FATE THERAPEUTICS INC | 1.58% | $16.2M | +17.35% | ||||
| RAPT - RAPT THERAPEUTICS INC | Reduce 12% $(2.0M) | 1.39% | $14.3M | ||||
| STTK - SHATTUCK LABS INC | 1.29% | $13.2M | +66.87% | ||||
| SLDB - SOLID BIOSCIENCES INC | Reduce 1% $(102.3K) | 1.14% | $11.7M | +34.79% | |||
| SLN - SILENCE THERAPEUTICS PLC | 1.09% | $11.2M | |||||
| NUVB - NUVATION BIO INC | 1.09% | $11.2M | |||||
| KROS - KEROS THERAPEUTICS INC | 0.85% | $8.7M | +25.72% | ||||
| CLDX - CELLDEX THERAPEUTICS INC NEW | Reduce 5% $(414.4K) | 0.82% | $8.5M | +8.05% | |||
| ATRA - ATARA BIOTHERAPEUTICS INC | 0.62% | $6.3M | |||||
| FOLD - AMICUS THERAPEUTICS INC | Reduce 35% $(3.2M) | 0.60% | $6.1M | +11.29% | |||
| ALXO - ALX ONCOLOGY HLDGS INC | Reduce 2% $(107.0K) | 0.59% | $6.1M | +5.76% | |||
| ESTA - ESTABLISHMENT LABS HLDGS INC | Reduce 5% $(292.3K) | 0.52% | $5.3M | +12.70% | |||
| CBLL - CERIBELL INC | 0.49% | $5.0M | +63.52% | ||||
| XERS - XERIS BIOPHARMA HOLDINGS INC | 0.36% | $3.7M | |||||
| VTYX - VENTYX BIOSCIENCES INC | Reduce 4% $(128.0K) | 0.32% | $3.3M | -10.69% | |||
| LVTX - LAVA THERAPEUTICS NV | 0.31% | $3.2M | |||||
| RPTX - REPARE THERAPEUTICS INC | 0.27% | $2.8M | +5.42% | ||||
| IVVD - INVIVYD INC | 0.24% | $2.5M | -1.28% | ||||
| PLRX - PLIANT THERAPEUTICS INC | Reduce 3% $(60.5K) | 0.23% | $2.4M | -26.35% | |||
| REPL - REPLIMUNE GROUP INC | Reduce 89% $(17.3M) | 0.22% | $2.2M | +12.99% | |||
| PRME - PRIME MEDICINE INC | Reduce 96% $(11.0M) | 0.05% | $482.6K | ||||
| KLRS - KALARIS THERAPEUTICS INC | 0.05% | $479.5K | +62.16% | ||||
| BOLD - BOUNDLESS BIO INC | Reduce 58% $(422.6K) | 0.03% | $301.9K | ||||
| PEN - PENUMBRA INC | Reduce 100% | 0.00% | $0.00 | ||||
| KYMR - KYMERA THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BHVN - BIOHAVEN LTD | Reduce 100% | 0.00% | $0.00 | ||||
| VERV - VERVE THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BSX - BOSTON SCIENTIFIC CORP | Reduce 100% | 0.00% | $0.00 | ||||
| HNGE - HINGE HEALTH INC | Reduce 100% | 0.00% | $0.00 | ||||
| IGMS - IGM BIOSCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| FDMT - 4D MOLECULAR THERAPEUTICS IN | Reduce 100% | 0.00% | $0.00 | ||||