Redmile Group, LLC 13F Holdings · Q2 2026
Redmile Group, LLC reported 39 securities worth $1.49B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SRRK (15.92%), KRYS (15.77%), STOK (8.67%). Among its top 25 positions this quarter: 1 new, 5 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | $237.1M | 15.92% | 4.3M | Trimmed |
| 2 | KRYS | KRYSTAL BIOTECH INC | $234.9M | 15.77% | 632,005 | Trimmed |
| 3 | STOK | STOKE THERAPEUTICS INC | $129.1M | 8.67% | 3.9M | Trimmed |
| 4 | IMNM | IMMUNOME INC | $104.1M | 6.99% | 4.9M | Trimmed |
| 5 | NRIX | NURIX THERAPEUTICS INC | $98.8M | 6.64% | 4.1M | Trimmed |
| 6 | ABSI | ABSCI CORPORATION | $78.1M | 5.24% | 6.7M | Trimmed |
| 7 | ANNX | ANNEXON INC | $67.8M | 4.55% | 11.9M | Trimmed |
| 8 | RGNX | REGENXBIO INC | $52.3M | 3.51% | 4.4M | Hold |
| 9 | STTK | SHATTUCK LABS INC | $47.8M | 3.21% | 6.9M | Added |
| 10 | NGNE | NEUROGENE INC | $44.4M | 2.98% | 1.4M | Trimmed |
| 11 | BEAM | BEAM THERAPEUTICS INC | $40.0M | 2.68% | 1.2M | Trimmed |
| 12 | AGMB | AGOMAB THERAPEUTICS NV | $35.5M | 2.38% | 2.7M | Added |
| 13 | FATE | FATE THERAPEUTICS INC | $34.8M | 2.33% | 12.9M | Hold |
| 14 | IDYA | IDEAYA BIOSCIENCES INC | $23.9M | 1.60% | 640,202 | Added |
| 15 | SLN | SILENCE THERAPEUTICS PLC | $23.8M | 1.60% | 2.2M | Hold |
| 16 | COGT | COGENT BIOSCIENCES INC | $19.5M | 1.31% | 503,321 | Trimmed |
| 17 | SLDB | SOLID BIOSCIENCES INC | $19.5M | 1.31% | 1.9M | Trimmed |
| 18 | NUVB | NUVATION BIO INC | $17.2M | 1.16% | 3.0M | Trimmed |
| 19 | CLDX | CELLDEX THERAPEUTICS INC NEW | $16.1M | 1.08% | 433,921 | Added |
| 20 | CLYM | CLIMB BIO INC | $16.0M | 1.07% | 1.2M | New |
| 21 | ALXO | ALX ONCOLOGY HLDGS INC | $15.3M | 1.03% | 7.4M | Trimmed |
| 22 | BMRN | BIOMARIN PHARMACEUTICAL INC | $15.2M | 1.02% | 265,169 | Added |
| 23 | XENE | XENON PHARMACEUTICALS INC | $13.8M | 0.93% | 229,374 | Trimmed |
| 24 | ZYME | ZYMEWORKS INC | $12.9M | 0.86% | 491,654 | Hold |
| 25 | ADCT | ADC THERAPEUTICS SA | $12.3M | 0.83% | 11.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR