Redmile Group
$1.5B 13F equity value
39 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Redmile Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SRRK | SCHOLAR ROCK HLDG CORP | 4,311,092 | $237M | 15.9% |
| KRYS | KRYSTAL BIOTECH INC | 632,005 | $235M | 15.8% |
| STOK | STOKE THERAPEUTICS INC | 3,945,920 | $129M | 8.7% |
| IMNM | IMMUNOME INC | 4,911,590 | $104M | 7.0% |
| NRIX | NURIX THERAPEUTICS INC | 4,073,787 | $99M | 6.6% |
| ABSI | ABSCI CORPORATION | 6,739,675 | $78M | 5.2% |
| ANNX | ANNEXON INC | 11,869,877 | $68M | 4.6% |
| RGNX | REGENXBIO INC | 4,368,804 | $52M | 3.5% |
| STTK | SHATTUCK LABS INC | 6,892,033 | $48M | 3.2% |
| NGNE | NEUROGENE INC | 1,412,199 | $44M | 3.0% |
Track Redmile Group's 13F portfolio: $1.5B in reported holdings, 39 positions. Top holdings and quarterly changes on SentiSense.
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