Redmile Group, LLC
Redmile Group, LLC reported 39 holdings worth US$1.49B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Redmile Group, LLC reported 39 holdings worth US$1.49B as of Jun 30, 2026. Largest: Scholar Rock Holding Corporation, Krystal Biotech, Inc. and Stoke Therapeutics, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$1.49B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Scholar Rock Holding Corporation | 4.31M | US$237M | 15.9% |
| Krystal Biotech, Inc. | 632K | US$235M | 15.8% |
| Stoke Therapeutics, Inc. | 3.95M | US$129M | 8.7% |
| Immunome, Inc. | 4.91M | US$104M | 7.0% |
| Nurix Therapeutics, Inc. | 4.07M | US$98.8M | 6.6% |
| Absci Corporation | 6.74M | US$78.1M | 5.2% |
| Annexon, Inc. | 11.9M | US$67.8M | 4.6% |
| Regenxbio Inc. | 4.37M | US$52.3M | 3.5% |
| Shattuck Labs, Inc. | 6.89M | US$47.8M | 3.2% |
| Neurogene Inc. | 1.41M | US$44.4M | 3.0% |
| Beam Therapeutics Inc. | 1.16M | US$40M | 2.7% |
| Fate Therapeutics, Inc. | 12.9M | US$34.8M | 2.3% |
| Ideaya Biosciences, Inc. | 640K | US$23.9M | 1.6% |
| Cogent Biosciences, Inc. | 503K | US$19.5M | 1.3% |
| Solid Biosciences Inc. | 1.95M | US$19.5M | 1.3% |
| Nuvation Bio Inc. | 3.03M | US$17.2M | 1.2% |
| Celldex Therapeutics, Inc. | 434K | US$16.1M | 1.1% |
| Climb Bio, Inc. | 1.23M | US$16M | 1.1% |
| Alx Oncology Holdings Inc. | 7.39M | US$15.3M | 1.0% |
| Biomarin Pharmaceutical Inc. | 265K | US$15.2M | 1.0% |
| Xenon Pharmaceuticals Inc. | 229K | US$13.8M | 0.93% |
| Zymeworks Inc. | 492K | US$12.9M | 0.86% |
| Aura Biosciences, Inc. | 1.67M | US$11.8M | 0.79% |
| Odyssey Therapeutics, Inc. | 425K | US$7.95M | 0.53% |
| Establishment Labs Holdings Inc. | 88,964 | US$7.63M | 0.51% |
| Ceribell, Inc. | 387K | US$7.52M | 0.51% |
| Dbv Technologies Sa | 410K | US$6.73M | 0.45% |
| Insmed Incorporated | 51,234 | US$5.46M | 0.37% |
| Prime Medicine, Inc. | 1.39M | US$5.13M | 0.34% |
| Atara Biotherapeutics, Inc. | 442K | US$5.07M | 0.34% |
| Eupraxia Pharmaceuticals, Inc. | 611K | US$4.04M | 0.27% |
| Oric Pharmaceuticals, Inc. | 362K | US$3.92M | 0.26% |
| Ardelyx, Inc. | 642K | US$3.27M | 0.22% |
| Invivyd, Inc. | 2.6M | US$2.27M | 0.15% |
| Pliant Therapeutics, Inc. | 772K | US$880K | 0.06% |
Source
View original at SEC
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