Redmile Group, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1425738) · Explore on the interactive board
Redmile Group, LLC disclosed 39 US equity positions worth $1.5bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is SRRK at 15.9% of the reported book, followed by KRYS, STOK. The top ten holdings are 73.5% of the book, and the portfolio behaves like about 13 equal-weight positions. Versus the prior filing it opened 4 new positions, added to 5, reduced 23 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Redmile Group, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 4 new, 5 added, 23 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 15.9% | $237.1m | 4,311,092 | -52% | reduced |
| 2 | KRYS KRYSTAL BIOTECH INC | Healthcare | 15.8% | $234.9m | 632,005 | -6% | reduced |
| 3 | STOK STOKE THERAPEUTICS INC | Healthcare | 8.7% | $129.1m | 3,945,920 | -5% | reduced |
| 4 | IMNM IMMUNOME INC | Healthcare | 7.0% | $104.1m | 4,911,590 | -12% | reduced |
| 5 | NRIX NURIX THERAPEUTICS INC | Healthcare | 6.6% | $98.8m | 4,073,787 | -47% | reduced |
| 6 | ABSI ABSCI CORPORATION | Healthcare | 5.2% | $78.1m | 6,739,675 | -18% | reduced |
| 7 | ANNX ANNEXON INC | Healthcare | 4.6% | $67.8m | 11,869,877 | -18% | reduced |
| 8 | RGNX REGENXBIO INC | Healthcare | 3.5% | $52.3m | 4,368,804 | 0% | held |
| 9 | STTK SHATTUCK LABS INC | Healthcare | 3.2% | $47.8m | 6,892,033 | 24% | added |
| 10 | NGNE NEUROGENE INC | 3.0% | $44.4m | 1,412,199 | -3% | reduced | |
| 11 | BEAM BEAM THERAPEUTICS INC | Healthcare | 2.7% | $40.0m | 1,164,259 | -6% | reduced |
| 12 | AGOMAB THERAPEUTICS NV | 2.4% | $35.5m | 2,733,926 | 1650% | added | |
| 13 | FATE FATE THERAPEUTICS INC | Healthcare | 2.3% | $34.8m | 12,872,946 | 0% | held |
| 14 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 1.6% | $23.9m | 640,202 | 23% | added |
| 15 | SLN SILENCE THERAPEUTICS PLC | 1.6% | $23.8m | 2,164,777 | 0% | held | |
| 16 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.3% | $19.5m | 503,321 | -27% | reduced |
| 17 | SLDB SOLID BIOSCIENCES INC | Healthcare | 1.3% | $19.5m | 1,948,695 | -3% | reduced |
| 18 | NUVB NUVATION BIO INC | Healthcare | 1.2% | $17.2m | 3,031,009 | -4% | reduced |
| 19 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.1% | $16.1m | 433,921 | 66% | added |
| 20 | CLYM CLIMB BIO INC | Healthcare | 1.1% | $16.0m | 1,226,330 | – | new |
| 21 | ALXO ALX ONCOLOGY HLDGS INC | Healthcare | 1.0% | $15.3m | 7,392,504 | -7% | reduced |
| 22 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 1.0% | $15.2m | 265,169 | 53% | added |
| 23 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.9% | $13.8m | 229,374 | -13% | reduced |
| 24 | ZYME ZYMEWORKS INC | Healthcare | 0.9% | $12.9m | 491,654 | 0% | held |
| 25 | ADCT ADC THERAPEUTICS SA | Healthcare | 0.8% | $12.3m | 11,526,710 | -25% | reduced |
| 26 | AURA AURA BIOSCIENCES INC | 0.8% | $11.8m | 1,666,667 | – | new | |
| 27 | ODYSSEY THERAPEUTICS INC | 0.5% | $8.0m | 425,000 | – | new | |
| 28 | LIVN LIVANOVA PLC | Healthcare | 0.5% | $7.7m | 93,154 | -14% | reduced |
| 29 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 0.5% | $7.6m | 88,964 | -14% | reduced |
| 30 | CBLL CERIBELL INC | 0.5% | $7.5m | 386,786 | 0% | held | |
| 31 | DBVT DBV TECHNOLOGIES S A | 0.5% | $6.7m | 410,440 | -16% | reduced | |
| 32 | INSM INSMED INC | Healthcare | 0.4% | $5.5m | 51,234 | – | new |
| 33 | PRME PRIME MEDICINE INC | 0.3% | $5.1m | 1,389,632 | -13% | reduced | |
| 34 | ATRA ATARA BIOTHERAPEUTICS INC | 0.3% | $5.1m | 441,701 | 0% | held | |
| 35 | EPRX EUPRAXIA PHARMACEUTICALS INC | 0.3% | $4.0m | 611,400 | -13% | reduced | |
| 36 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.3% | $3.9m | 362,010 | -13% | reduced |
| 37 | ARDX ARDELYX INC | Healthcare | 0.2% | $3.3m | 641,750 | -12% | reduced |
| 38 | IVVD INVIVYD INC | Healthcare | 0.2% | $2.3m | 2,597,759 | -2% | reduced |
| 39 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.1% | $880.2k | 772,126 | 0% | held |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 89.8% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Redmile Group, LLC's portfolio?
Across every quarter Redmile Group, LLC has filed, its median largest position is 22.7% of the book and its median top-ten weight is 77.7%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).