Investor
Redmile Group, LLC
CIK 0001425738 · filed 2026-05-15 · SEC filing
13F book
$1.51B
Positions
35
5 new · 4 sold
Largest name
29.5%
Scholar Rock Hldg Corp
Est. mark
−$11.8M
Price effect on 30 names still held. Flow $164M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Scholar Rock Hldg Corp | — | 9.07M | $445.7M | 29.5% | $26.7M | Added$215.7M |
| Krystal Biotech, Inc. | KRYS | 673.5K | $174M | 11.5% | $7.93M | Cut$6.9M |
| Stoke Therapeutics, Inc. | STOK | 4.16M | $135.6M | 9.0% | $3.31M | Added$7.54M |
| Immunome Inc. | IMNM | 5.56M | $121.6M | 8.1% | $2.17M | Cut−$1.26M |
| Nurix Therapeutics, Inc. | NRIX | 7.73M | $119.9M | 7.9% | −$26.8M | Cut−$33.7M |
| Annexon, Inc. | ANNX | 14.5M | $80.6M | 5.3% | $5.23M | Added$30.2M |
| Adc Therapeutics Sa | ADCT | 15.5M | $58M | 3.8% | $3.4M | Cut$2.71M |
| REGENXBIO Inc. | RGNX | 4.37M | $36.6M | 2.4% | −$26.3M | Held |
| Shattuck Labs, Inc. | STTK | 5.54M | $35.6M | 2.4% | $15.4M | Held |
| Beam Therapeutics Inc. | BEAM | 1.24M | $29.5M | 2.0% | −$4.81M | Cut−$6.15M |
| Neurogene Inc. | NGNE | 1.46M | $29.4M | 1.9% | −$642.2K | Held |
| Cogent Biosciences, Inc. | COGT | 688K | $26.5M | 1.8% | $2.04M | Cut−$24.6M |
| Absci Corp | ABSI | 8.25M | $24.8M | 1.6% | −$4.04M | Held |
| IDEAYA Biosciences, Inc. | IDYA | 521.1K | $17.4M | 1.1% | −$651.4K | Cut−$8.29M |
| Alx Oncology Hldgs Inc | — | 7.96M | $16M | 1.1% | $2.86M | Added$12.3M |
| Fate Therapeutics Inc | FATE | 12.9M | $15.4M | 1.0% | $2.8M | Held |
| Xenon Pharmaceuticals Inc. | XENE | 262.7K | $15.3M | 1.0% | $1.78M | Added$9.27M |
| Solid Biosciences Inc. | SLDB | 2.01M | $14.5M | 1.0% | $2.9M | Added$3.99M |
| Nuvation Bio Inc. | NUVB | 3.15M | $13.5M | 0.9% | −$14.7M | Cut−$14.8M |
| Zymeworks Inc. | ZYME | 491.7K | $12.3M | 0.8% | −$634.2K | Held |
| Silence Therapeutics Plc | — | 2.16M | $11.4M | 0.8% | −$1.75M | Held |
| Dbv Technologies S A | — | 491.3K | $10.3M | 0.7% | $845.1K | Cut−$276.3K |
| Biomarin Pharmaceutical Inc | BMRN | 173.9K | $9.82M | 0.7% | — | New |
| Celldex Therapeutics Inc New | — | 261.5K | $8.3M | 0.5% | $1.19M | Cut$600.4K |
| Ceribell, Inc. | CBLL | 386.8K | $7.09M | 0.5% | −$1.39M | Cut−$2.46M |
| Livanova Plc | LIVN | 108.4K | $6.89M | 0.5% | $220K | Cut−$376.9K |
| Establishment Labs Hldgs Inc | — | 103.5K | $5.87M | 0.4% | −$1.67M | Cut−$2.34M |
| Prime Medicine, Inc. | PRME | 1.59M | $5.54M | 0.4% | — | New |
| Oric Pharmaceuticals, Inc. | ORIC | 415.7K | $5.27M | 0.3% | $1.87M | Cut$1.6M |
| Eupraxia Pharmaceuticals Inc. | EPRX | 700K | $5.07M | 0.3% | — | New |
| Ardelyx, Inc. | ARDX | 733.4K | $4.39M | 0.3% | — | New |
| Invivyd, Inc. | IVVD | 2.65M | $3.44M | 0.2% | −$3.1M | Cut−$3.18M |
| Atara Biotherapeutics, Inc. | ATRA | 441.7K | $2.09M | 0.1% | −$5.9M | Held |
| Agomab Therapeutics Nv | AGMB | 156.3K | $1.64M | 0.1% | — | New |
| Pliant Therapeutics, Inc. | PLRX | 772.1K | $972.9K | 0.1% | $30.9K | Cut−$998.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.