Redmile Group, LLC
Net seller this quarter
$1.49B
39
-$345M
73.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SRRK | $237M | 15.92% | 3.55% | -52.5% | Q2 2018 |
 KRYS | $235M | 15.77% | 2.14% | -6.2% | Q4 2018 |
 STOK | $129M | 8.67% | 6.32% | -5.2% | Q2 2019 |
 IMNM | $104M | 6.99% | 4.33% | -11.6% | Q4 2023 |
 NRIX | $98.8M | 6.64% | 3.93% | -47.3% | Q3 2020 |
 ABSI | $78.1M | 5.24% | 4.32% | -18.3% | Q3 2021 |
 ANNX | $67.8M | 4.55% | 7.95% | -18.4% | Q3 2020 |
 RGNX | $52.3M | 3.51% | 8.07% | Not reported | Q3 2015 |
 STTK | $47.8M | 3.21% | 6.84% | +24.4% | Q4 2020 |
 NGNE | $44.4M | 2.98% | 8.92% | -3.3% | Q4 2023 |
 BEAM | $40M | 2.68% | 1.13% | -5.9% | Q1 2020 |
 AGMB | $35.5M | 2.38% | 8.00% | +1649.7% | Q1 2026 |
 FATE | $34.8M | 2.33% | 11.03% | Not reported | Q2 2015 |
 IDYA | $23.9M | 1.60% | 0.66% | +22.9% | Q4 2023 |
 SLN | $23.8M | 1.60% | 1.53% | Not reported | Q1 2024 |
 COGT | $19.5M | 1.31% | 0.29% | -26.9% | Q2 2023 |
 SLDB | $19.5M | 1.31% | 1.85% | -3.1% | Q4 2024 |
 NUVB | $17.2M | 1.16% | 0.87% | -3.9% | Q1 2021 |
 CLDX | $16.1M | 1.08% | 0.55% | +65.9% | Q4 2013 |
 CLYM | $16M | 1.07% | 2.14% | New | Q2 2026 |
 ALXO | $15.3M | 1.03% | 5.35% | -7.2% | Q3 2020 |
 BMRN | $15.2M | 1.02% | 0.14% | +52.5% | Q2 2014 |
 XENE | $13.8M | 0.93% | 0.24% | -12.7% | Q2 2022 |
 ZYME | $12.9M | 0.86% | 0.69% | Not reported | Q1 2020 |
 ADCT | $12.3M | 0.83% | 9.04% | -25.5% | Q2 2020 |
 AURA | $11.8M | 0.79% | 1.61% | New | Q2 2026 |
 ODTX | $7.95M | 0.53% | 0.89% | New | Q2 2026 |
 LIVN | $7.66M | 0.51% | 0.17% | -14.0% | Q2 2017 |
 ESTA | $7.63M | 0.51% | 0.30% | -14.0% | Q3 2018 |
 CBLL | $7.52M | 0.51% | 1.01% | Not reported | Q4 2024 |
 DBVT | $6.73M | 0.45% | 0.14% | -16.5% | Q3 2015 |
 INSM | $5.46M | 0.37% | 0.02% | Not reported | Q3 2014 |
 PRME | $5.13M | 0.34% | 0.77% | -12.7% | Q4 2022 |
 ATRA | $5.07M | 0.34% | 4.68% | Not reported | Q4 2014 |
 EPRX | $4.04M | 0.27% | 1.18% | -12.7% | Q1 2026 |
 ORIC | $3.92M | 0.26% | 0.35% | -12.9% | Q4 2025 |
 ARDX | $3.27M | 0.22% | 0.26% | -12.5% | Q4 2019 |
 IVVD | $2.27M | 0.15% | 0.88% | -1.9% | Q3 2021 |
 PLRX | $880K | 0.06% | 1.25% | Not reported | Q2 2020 |
| Q1 2026 | |||||
| SRRK | $446M | 29.51% | 7.61% | +73.7% | Q2 2018 |
| KRYS | $174M | 11.52% | 2.29% | -0.6% | Q4 2018 |
| STOK | $136M | 8.98% | 6.69% | +3.2% | Q2 2019 |
| IMNM | $122M | 8.05% | 4.91% | -2.8% | Q4 2023 |
| NRIX | $120M | 7.94% | 7.48% | -4.5% | Q3 2020 |
| ANNX | $80.6M | 5.34% | 9.74% | +44.8% | Q3 2020 |
| ADCT | $58M | 3.84% | 12.17% | -1.3% | Q2 2020 |
| RGNX | $36.6M | 2.42% | 8.46% | Not reported | Q3 2015 |
| STTK | $35.6M | 2.36% | 7.33% | Not reported | Q4 2020 |
| BEAM | $29.5M | 1.95% | 1.20% | -3.8% | Q1 2020 |
| NGNE | $29.4M | 1.95% | 9.35% | Not reported | Q4 2023 |
| COGT | $26.5M | 1.75% | 0.40% | -52.2% | Q2 2023 |
| ABSI | $24.8M | 1.64% | 5.39% | Not reported | Q3 2021 |
| IDYA | $17.4M | 1.15% | 0.59% | -29.8% | Q4 2023 |
| ALXO | $16M | 1.06% | 5.76% | +144.0% | Q3 2020 |
| FATE | $15.4M | 1.02% | 11.07% | Not reported | Q2 2015 |
| XENE | $15.3M | 1.01% | 0.27% | +96.2% | Q2 2022 |
| SLDB | $14.5M | 0.96% | 2.04% | +8.1% | Q4 2024 |
| NUVB | $13.5M | 0.90% | 0.91% | -0.3% | Q1 2021 |
| ZYME | $12.3M | 0.82% | 0.67% | Not reported | Q1 2020 |
| SLN | $11.4M | 0.76% | 1.53% | Not reported | Q1 2024 |
| DBVT | $10.3M | 0.68% | 0.17% | -10.6% | Q3 2015 |
| BMRN | $9.82M | 0.65% | 0.09% | Not reported | Q2 2014 |
| CLDX | $8.3M | 0.55% | 0.39% | -7.7% | Q4 2013 |
| CBLL | $7.09M | 0.47% | 1.02% | -11.1% | Q4 2024 |
| LIVN | $6.89M | 0.46% | 0.20% | -8.2% | Q2 2017 |
| ESTA | $5.87M | 0.39% | 0.35% | -8.2% | Q3 2018 |
| PRME | $5.54M | 0.37% | 0.88% | Not reported | Q4 2022 |
| ORIC | $5.27M | 0.35% | 0.40% | -7.2% | Q4 2025 |
| EPRX | $5.07M | 0.34% | 1.35% | New | Q1 2026 |
| ARDX | $4.39M | 0.29% | 0.30% | Not reported | Q4 2019 |
| IVVD | $3.44M | 0.23% | 0.94% | -1.2% | Q3 2021 |
| ATRA | $2.09M | 0.14% | 5.19% | Not reported | Q4 2014 |
| AGMB | $1.64M | 0.11% | 0.46% | New | Q1 2026 |
| PLRX | $973K | 0.06% | 1.25% | -52.2% | Q2 2020 |
| Q4 2025 | |||||
| SRRK | $230M | 16.94% | 4.81% | +33.7% | Q2 2018 |
| KRYS | $167M | 12.30% | 2.32% | +2.5% | Q4 2018 |
| NRIX | $154M | 11.31% | 7.95% | +120.0% | Q3 2020 |
| STOK | $128M | 9.43% | 6.85% | -3.4% | Q2 2019 |
| IMNM | $123M | 9.05% | 5.05% | +13.8% | Q4 2023 |
| RGNX | $62.9M | 4.63% | 8.58% | -6.9% | Q3 2015 |
| ADCT | $55.3M | 4.07% | 12.46% | Not reported | Q2 2020 |
| COGT | $51.1M | 3.76% | 0.89% | -34.9% | Q2 2023 |
| ANNX | $50.5M | 3.72% | 6.73% | +59.5% | Q3 2020 |
| BEAM | $35.6M | 2.62% | 1.26% | -7.3% | Q1 2020 |
| NGNE | $30.1M | 2.21% | 9.42% | +12.4% | Q4 2023 |
| RAPT | $30M | 2.21% | 3.20% | +60.3% | Q1 2022 |
| ABSI | $28.8M | 2.12% | 5.49% | Not reported | Q3 2021 |
| NUVB | $28.3M | 2.09% | 0.91% | +4.4% | Q1 2021 |
| IDYA | $25.7M | 1.89% | 0.85% | Not reported | Q4 2023 |
| STTK | $20.2M | 1.49% | 8.75% | Not reported | Q4 2020 |
| SLN | $13.2M | 0.97% | 1.53% | Not reported | Q1 2024 |
| ZYME | $12.9M | 0.95% | 0.66% | -86.7% | Q1 2020 |
| FATE | $12.6M | 0.93% | 11.16% | Not reported | Q2 2015 |
 REPL | $10.7M | 0.79% | 1.38% | +105.3% | Q3 2018 |
| DBVT | $10.5M | 0.78% | 0.33% | Not reported | Q3 2015 |
| SLDB | $10.5M | 0.77% | 2.36% | -2.0% | Q4 2024 |
| CBLL | $9.54M | 0.70% | 1.16% | Not reported | Q4 2024 |
| ESTA | $8.21M | 0.60% | 0.38% | -12.9% | Q3 2018 |
| ATRA | $7.99M | 0.59% | 6.03% | Not reported | Q4 2014 |
| CLDX | $7.69M | 0.57% | 0.43% | -13.4% | Q4 2013 |
| LIVN | $7.26M | 0.53% | 0.22% | -87.3% | Q2 2017 |
| IVVD | $6.62M | 0.49% | 0.95% | +17.3% | Q3 2021 |
| XENE | $6M | 0.44% | 0.17% | Not reported | Q2 2022 |
| RPTX | $4.12M | 0.30% | 3.69% | Not reported | Q2 2020 |
| ALXO | $3.69M | 0.27% | 6.00% | -2.1% | Q3 2020 |
| ORIC | $3.67M | 0.27% | 0.45% | New | Q4 2025 |
| PLRX | $1.97M | 0.15% | 2.63% | +1.5% | Q2 2020 |
 KLRS | $700K | 0.05% | 0.36% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| SRRK | $145M | 14.15% | 3.94% | -0.6% | Q2 2018 |
| KRYS | $117M | 11.36% | 2.28% | -0.3% | Q4 2018 |
| STOK | $98.1M | 9.55% | 7.58% | -4.6% | Q2 2019 |
| ZYME | $63.3M | 6.16% | 4.93% | -10.7% | Q1 2020 |
| ADCT | $62.7M | 6.10% | 13.91% | Not reported | Q2 2020 |
| IMNM | $58.8M | 5.72% | 5.48% | +3.1% | Q4 2023 |
| LIVN | $48.5M | 4.72% | 1.70% | -0.8% | Q2 2017 |
| RGNX | $45.3M | 4.41% | 9.27% | -1.7% | Q3 2015 |
| AKRO | $35.5M | 3.45% | 0.93% | -3.4% | Q2 2019 |
| NRIX | $34M | 3.31% | 4.78% | -1.5% | Q3 2020 |
| BEAM | $33.7M | 3.28% | 1.37% | -2.5% | Q1 2020 |
| COGT | $31.7M | 3.09% | 1.58% | +52.6% | Q2 2023 |
| ABSI | $25.1M | 2.44% | 5.52% | Not reported | Q3 2021 |
| NGNE | $22.5M | 2.19% | 8.79% | +1.8% | Q4 2023 |
| ETNB | $21.7M | 2.11% | 0.99% | -4.7% | Q1 2023 |
| IDYA | $20.2M | 1.96% | 0.85% | +71.6% | Q4 2023 |
| ANNX | $19.2M | 1.87% | 5.76% | Not reported | Q3 2020 |
| FATE | $16.2M | 1.58% | 11.16% | Not reported | Q2 2015 |
| RAPT | $14.3M | 1.39% | 3.34% | -12.4% | Q1 2022 |
| STTK | $13.2M | 1.29% | 8.77% | Not reported | Q4 2020 |
| SLDB | $11.7M | 1.14% | 2.44% | -0.9% | Q4 2024 |
| SLN | $11.2M | 1.09% | 1.53% | Not reported | Q1 2024 |
| NUVB | $11.2M | 1.09% | 0.90% | Not reported | Q1 2021 |
 KROS | $8.74M | 0.85% | 1.36% | Not reported | Q1 2024 |
| CLDX | $8.46M | 0.82% | 0.49% | -4.7% | Q4 2013 |
| ATRA | $6.33M | 0.62% | 6.13% | Not reported | Q4 2014 |
| FOLD | $6.12M | 0.60% | 0.25% | -34.6% | Q1 2013 |
| ALXO | $6.1M | 0.59% | 6.22% | -1.7% | Q3 2020 |
| ESTA | $5.3M | 0.52% | 0.45% | -5.2% | Q3 2018 |
| CBLL | $5M | 0.49% | 1.17% | Not reported | Q4 2024 |
 XERS | $3.67M | 0.36% | 0.27% | Not reported | Q2 2018 |
| VTYX | $3.34M | 0.32% | 1.50% | -3.7% | Q3 2022 |
| LVTX | $3.24M | 0.31% | 7.89% | Not reported | Q1 2021 |
| RPTX | $2.79M | 0.27% | 3.69% | Not reported | Q2 2020 |
| IVVD | $2.51M | 0.24% | 1.07% | Not reported | Q3 2021 |
| PLRX | $2.36M | 0.23% | 2.59% | -2.5% | Q2 2020 |
| REPL | $2.25M | 0.22% | 0.68% | -88.5% | Q3 2018 |
| PRME | $483K | 0.05% | 0.05% | -95.8% | Q4 2022 |
| KLRS | $479K | 0.05% | 0.44% | Not reported | Q1 2025 |
 BOLD | $302K | 0.03% | 1.10% | -58.3% | Q1 2024 |