Holdings of Redmile Group, LLC
30 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.2 % of the equity sleeve
Sector breakdown
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 98.4 %
- GB 0.8 %
- FR 0.7 %
- BE 0.1 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 27 | 1.4B $ | 98.36 % |
| GB | 1 | 11.4M $ | 0.80 % |
| FR | 1 | 10.3M $ | 0.72 % |
| BE | 1 | 1.6M $ | 0.12 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Scholar Rock Holding Corp | 9,066,621 | 445.7M $ | |
| Krystal Biotech Inc | 673,505 | 174M $ | |
| Stoke Therapeutics Inc | 4,164,120 | 135.6M $ | |
| Immunome Inc | 5,558,885 | 121.6M $ | |
| Nurix Therapeutics Inc | 7,732,808 | 119.9M $ | |
| Annexon Inc | 14,549,768 | 80.6M $ | |
| REGENXBIO Inc | 4,368,804 | 36.6M $ | |
| Shattuck Labs Inc | 5,539,724 | 35.6M $ | |
| Beam Therapeutics Inc | 1,237,659 | 29.5M $ | |
| Neurogene Inc | 1,459,599 | 29.4M $ | |
| Cogent Biosciences Inc | 688,036 | 26.5M $ | |
| Absci Corp | 8,253,316 | 24.8M $ | |
| Ideaya Biosciences Inc | 521,117 | 17.4M $ | |
| ALX Oncology Holdings Inc | 7,964,188 | 16M $ | |
| Fate Therapeutics Inc | 12,872,946 | 15.4M $ | |
| Solid Biosciences Inc | 2,011,895 | 14.5M $ | |
| Nuvation Bio Inc | 3,153,256 | 13.5M $ | |
| Zymeworks Inc | 491,654 | 12.3M $ | |
| Silence Therapeutics PLC | 2,164,777 | 11.4M $ | |
| DBV Technologies SA | 491,340 | 10.3M $ | |
| BioMarin Pharmaceutical Inc | 173,859 | 9.8M $ | |
| Celldex Therapeutics Inc | 261,508 | 8.3M $ | |
| Ceribell Inc | 386,786 | 7.1M $ | |
| Prime Medicine Inc | 1,590,832 | 5.5M $ | |
| ORIC Pharmaceuticals Inc | 415,710 | 5.3M $ | |
| Ardelyx Inc | 733,350 | 4.4M $ | |
| Invivyd Inc | 2,648,659 | 3.4M $ | |
| Atara Biotherapeutics Inc | 441,701 | 2.1M $ | |
| AGOMAB THERAPEUTICS SA | 156,250 | 1.6M $ | |
| Pliant Therapeutics Inc | 772,126 | 972.9K $ | |