Redmile Group, LLC
CIK: 0001425738SEC EDGAR →
Portfolio Value
$1.4T
Holdings
34
As of
Q4 2025
New Positions
0
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP | 5,220,846 | $230.0B | 16.94% |
| 2 | KRYSTAL BIOTECH INC | 677,705 | $167.1B | 12.30% |
| 3 | NURIX THERAPEUTICS INC | 8,093,908 | $153.5B | 11.31% |
| 4 | STOKE THERAPEUTICS INC | 4,034,070 | $128.0B | 9.43% |
| 5 | IMMUNOME INC | 5,718,385 | $122.8B | 9.05% |
| 6 | REGENXBIO INC | 4,368,804 | $62.9B | 4.63% |
| 7 | ADC THERAPEUTICS SA | 15,666,731 | $55.3B | 4.07% |
| 8 | COGENT BIOSCIENCES INC | 1,437,918 | $51.1B | 3.76% |
| 9 | ANNEXON INC | 10,050,644 | $50.5B | 3.72% |
| 10 | BEAM THERAPEUTICS INC | 1,285,859 | $35.6B | 2.62% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 32 | $1.3T | 99.1% |
| Unknown | 2 | $11.8B | 0.9% |