Redmile Group
$1.5B Assets Reported
39 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SRRK | SCHOLAR ROCK HLDG CORP | 9,066,621 | $446M | 29.5% |
| KRYS | KRYSTAL BIOTECH INC | 673,505 | $174M | 11.5% |
| STOK | STOKE THERAPEUTICS INC | 4,164,120 | $136M | 9.0% |
| IMNM | IMMUNOME INC | 5,558,885 | $122M | 8.1% |
| NRIX | NURIX THERAPEUTICS INC | 7,732,808 | $120M | 7.9% |
| ANNX | ANNEXON INC | 14,549,768 | $81M | 5.3% |
| ADCT | ADC THERAPEUTICS SA | 15,470,502 | $58M | 3.8% |
| RGNX | REGENXBIO INC | 4,368,804 | $37M | 2.4% |
| STTK | SHATTUCK LABS INC | 5,539,724 | $36M | 2.4% |
| BEAM | BEAM THERAPEUTICS INC | 1,237,659 | $29M | 2.0% |
Track Redmile Group's 13F portfolio: $1.5B in reported holdings, 39 positions. Top holdings, AUM, and quarterly changes on SentiSense.