Redmile Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

Redmile Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 56 holdings worth $1.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AKRO",
  "KRYS",
  "ABSI",
  "MASI",
  "CBLL",
  "ALXO",
  "FOLD",
  "BSX",
  "PRME",
  "RGNX",
  "LIVN",
  "ANNX",
  "ATXS",
  "SLN",
  "IGMS",
  "NUVB",
  "NRIX",
  "STOK",
  "KYMR",
  "REPL",
  "ADCT",
  "KROS",
  "NGNE",
  "ALLK",
  "ATRA",
  "ESTA",
  "SRRK",
  "FATE",
  "IVVD",
  "LVTX",
  "RPTX",
  "STTK",
  "PODD",
  "IDYA",
  "ZYME",
  "RAPT",
  "SLDB",
  "FDMT",
  "PLRX",
  "COGT",
  "ETNB",
  "BOLD",
  "PEN",
  "IMNM",
  "KLRS",
  "VTYX",
  "VERV",
  "XERS",
  "ORKA",
  "BHVN",
  "IMVT",
  "IRTC",
  "BEAM",
  "BNTX",
  "CLDX",
  "CYTK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 56
Total Value: 1057997904
Accession Number: 0001104659-25-049578
Form Type: 13F-HR
CIK: redmile-group
Manager Name: Redmile-Group

Data Enrichment

100% identified

56 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

56 positions • $1,057,997.904K total value

56 positions

Manager:

SEC FilingSEC DataHachi Filing

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Scholar Rock Holding Corp

SRRK|80706P103

Shares:4.4M

Value:$141.4M

Krystal Biotech, Inc.

KRYS|501147102

Shares:737.7K

Value:$133.0M

AMICUS THERAPEUTICS, INC.

FOLD|03152W109

Shares:9.5M

Value:$77.8M

Zymeworks Inc.

ZYME|98985Y108

Shares:4.8M

Value:$57.0M

Nurix Therapeutics, Inc.

NRIX|67080M103

Shares:4.1M

Value:$48.1M

Replimune Group, Inc.

REPL|76029N106

Shares:4.9M

Value:$47.8M

LivaNova PLC

LIVN|G5509L101

Shares:1.0M

Value:$39.8M

Akero Therapeutics, Inc.

AKRO|00973Y108

Shares:939.3K

Value:$38.0M

Immunome Inc.

IMNM|45257U108

Shares:5.4M

Value:$36.1M

REGENXBIO Inc.

RGNX|75901B107

Shares:4.8M

Value:$34.3M

Beam Therapeutics Inc.

BEAM|07373V105

Shares:1.6M

Value:$31.4M

Stoke Therapeutics, Inc.

STOK|86150R107

Shares:4.5M

Value:$29.8M

Kymera Therapeutics, Inc.

KYMR|501575104

Shares:983.4K

Value:$26.9M

ADC Therapeutics SA

ADCT|H0036K147

Shares:15.7M

Value:$22.1M

Biohaven Ltd.

BHVN|G1110E107

Shares:867.5K

Value:$20.9M

Absci Corp

ABSI|00091E109

Shares:8.3M

Value:$20.7M

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:193.3K

Value:$19.5M

Cogent Biosciences, Inc.

COGT|19240Q201

Shares:3.2M

Value:$19.3M

Neurogene Inc.

NGNE|64135M105

Shares:1.3M

Value:$15.3M

89bio, Inc.

ETNB|282559103

Shares:1.9M

Value:$13.7M

Instrument	Shares		Other Manager	Value
Scholar Rock Holding Corp(SRRKcusip80706P103)	4.4M	QoQ -3.33% (-151.6K) YoY -31.48% (-2.0M)	All Managers (Combined)	$141.4M	QoQ -28.09% (-$55.2M) YoY +24.02% (-$27.4M)
Krystal Biotech, Inc.(KRYScusip501147102)	737.7K	QoQ -2.05% (-15.5K) YoY -51.09% (-770.6K)	All Managers (Combined)	$133.0M	QoQ +12.72% (-$15.0M) YoY -50.43% (-$135.4M)
AMICUS THERAPEUTICS, INC.(FOLDcusip03152W109)	9.5M	QoQ +35.13% (+2.5M) YoY -28.08% (-3.7M)	All Managers (Combined)	$77.8M	QoQ +17.06% (+$11.3M) YoY -50.18% (-$78.4M)
Zymeworks Inc.(ZYMEcusip98985Y108)	4.8M	QoQ -1.06% (-51.5K) YoY -13.88% (-771.9K)	All Managers (Combined)	$57.0M	QoQ -19.51% (-$13.8M) YoY -2.50% (-$1.5M)
Nurix Therapeutics, Inc.(NRIXcusip67080M103)	4.1M	QoQ -3.35% (-140.7K) YoY -9.61% (-431.1K)	All Managers (Combined)	$48.1M	QoQ -39.05% (-$30.9M) YoY -26.95% (-$17.8M)
Replimune Group, Inc.(REPLcusip76029N106)	4.9M	QoQ -0.14% (-7.0K) YoY +31.32% (+1.2M)	All Managers (Combined)	$47.8M	QoQ -19.60% (-$11.6M) YoY +56.72% (+$17.3M)
LivaNova PLC(LIVNcusipG5509L101)	1.0M	QoQ -2.81% (-29.4K) YoY -2.27% (-23.6K)	All Managers (Combined)	$39.8M	QoQ -17.56% (-$8.5M) YoY -31.38% (-$18.2M)
Akero Therapeutics, Inc.(AKROcusip00973Y108)	939.3K	QoQ -23.95% (-295.9K) YoY -49.46% (-919.4K)	All Managers (Combined)	$38.0M	QoQ +10.64% (-$3.7M) YoY -19.01% (-$8.9M)
Immunome Inc.(IMNMcusip45257U108)	5.4M	QoQ +11.04% (-533.2K) YoY +9.64% (-471.6K)	All Managers (Combined)	$36.1M	QoQ -29.63% (-$15.2M) YoY -70.10% (-$84.6M)
REGENXBIO Inc.(RGNXcusip75901B107)	4.8M	QoQ 0.00% (-0) YoY +5.34% (-243.2K)	All Managers (Combined)	$34.3M	QoQ -7.50% (-$2.8M) YoY -64.25% (-$61.6M)
Beam Therapeutics Inc.(BEAMcusip07373V105)	1.6M	QoQ +5.34% (-81.8K) YoY -14.32% (-269.3K)	All Managers (Combined)	$31.4M	QoQ -17.03% (-$6.5M) YoY -49.35% (-$30.7M)
Stoke Therapeutics, Inc.(STOKcusip86150R107)	4.5M	QoQ -2.34% (-107.6K) YoY -11.57% (-587.1K)	All Managers (Combined)	$29.8M	QoQ -41.12% (-$20.8M) YoY -56.44% (-$38.7M)
Kymera Therapeutics, Inc.(KYMRcusip501575104)	983.4K	QoQ -10.63% (-117.0K) YoY -43.28% (-750.7K)	All Managers (Combined)	$26.9M	QoQ -39.20% (-$17.4M) YoY -61.38% (-$42.8M)
ADC Therapeutics SA(ADCTcusipH0036K147)	15.7M	QoQ 0.00% (-0) YoY +2.60% (-397.5K)	All Managers (Combined)	$22.1M	QoQ -29.14% (-$9.1M) YoY -67.77% (-$46.5M)
Biohaven Ltd.(BHVNcusipG1110E107)	867.5K	QoQ -4.09% (-37.0K) YoY -25.42% (-295.8K)	All Managers (Combined)	$20.9M	QoQ -38.27% (-$12.9M) YoY -67.22% (-$42.8M)
Absci Corp(ABSIcusip00091E109)	8.3M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$20.7M	QoQ -4.19% (-$907.9K) YoY -55.80% (-$26.2M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	193.3K	QoQ -38.18% (-119.4K) YoY -65.54% (-367.6K)	All Managers (Combined)	$19.5M	QoQ -30.18% (-$8.4M) YoY -49.24% (-$18.9M)
Cogent Biosciences, Inc.(COGTcusip19240Q201)	3.2M	QoQ -9.53% (-338.8K) YoY -18.84% (-746.6K)	All Managers (Combined)	$19.3M	QoQ -30.52% (-$8.5M) YoY -27.65% (-$7.4M)
Neurogene Inc.(NGNEcusip64135M105)	1.3M	QoQ -0.88% (-11.7K) YoY +39.86% (-372.8K)	All Managers (Combined)	$15.3M	QoQ -49.22% (-$14.9M) YoY -67.82% (-$32.3M)
89bio, Inc.(ETNBcusip282559103)	1.9M	QoQ -12.95% (-280.7K) YoY -16.69% (-378.1K)	All Managers (Combined)	$13.7M	QoQ -19.07% (-$3.2M) YoY -47.97% (-$12.6M)