Redmile Group, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Redmile Group, LLC disclosed 56 US equity positions worth $1.1bn in its Q1 2025 13F filing. The largest position was SRRK at 13.4% of the reported book, followed by KRYS and AM6. Against the Q4 2024 filing, it opened 2 new positions, added to 6 and reduced 26 among the top 50 holdings.
What did Redmile Group, LLC own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 13.4% | $141.4m | 4,398,281 | -3% | reduced |
| 2 | KRYS KRYSTAL BIOTECH INC | Healthcare | 12.6% | $133.0m | 737,675 | -2% | reduced |
| 3 | AM6 AMICUS THERAPEUTICS INC | 7.4% | $77.8m | 9,533,669 | 35% | added | |
| 4 | ZYME ZYMEWORKS INC | Healthcare | 5.4% | $57.0m | 4,788,945 | -1% | reduced |
| 5 | NRIX NURIX THERAPEUTICS INC | Healthcare | 4.5% | $48.1m | 4,051,927 | -3% | reduced |
| 6 | REPL REPLIMUNE GROUP INC | Healthcare | 4.5% | $47.8m | 4,898,527 | -0% | held |
| 7 | LIVN LIVANOVA PLC | Healthcare | 3.8% | $39.8m | 1,014,139 | -3% | reduced |
| 8 | AKERO THERAPEUTICS INC | 3.6% | $38.0m | 939,277 | -24% | reduced | |
| 9 | IMNM IMMUNOME INC | Healthcare | 3.4% | $36.1m | 5,361,187 | 11% | added |
| 10 | RGNX REGENXBIO INC | Healthcare | 3.2% | $34.3m | 4,794,780 | 0% | held |
| 11 | BEAM BEAM THERAPEUTICS INC | Healthcare | 3.0% | $31.4m | 1,610,329 | 5% | added |
| 12 | STOK STOKE THERAPEUTICS INC | Healthcare | 2.8% | $29.8m | 4,485,981 | -2% | reduced |
| 13 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 2.5% | $26.9m | 983,413 | -11% | reduced |
| 14 | ADCT ADC THERAPEUTICS SA | Healthcare | 2.1% | $22.1m | 15,666,731 | 0% | held |
| 15 | BHVN BIOHAVEN LTD | Healthcare | 2.0% | $20.9m | 867,454 | -4% | reduced |
| 16 | ABSI ABSCI CORPORATION | 2.0% | $20.7m | 8,253,316 | 0% | held | |
| 17 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.8% | $19.5m | 193,283 | -38% | reduced |
| 18 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.8% | $19.3m | 3,216,026 | -10% | reduced |
| 19 | NGNE NEUROGENE INC | 1.4% | $15.3m | 1,308,063 | -1% | reduced | |
| 20 | ETNBGBP 89BIO INC | 1.3% | $13.7m | 1,886,444 | -13% | reduced | |
| 21 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 1.3% | $13.7m | 335,366 | 5% | added |
| 22 | ANNX ANNEXON INC | Healthcare | 1.1% | $12.2m | 6,300,644 | 0% | held |
| 23 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.0% | $10.7m | 590,175 | -4% | reduced |
| 24 | FATE FATE THERAPEUTICS INC | Healthcare | 1.0% | $10.2m | 12,872,946 | 0% | held |
| 25 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 0.8% | $8.8m | 534,600 | -14% | reduced |
| 26 | IMVT IMMUNOVANT INC | Healthcare | 0.8% | $8.4m | 490,394 | -14% | reduced |
| 27 | CBLL CERIBELL INC | 0.8% | $8.4m | 435,239 | 0% | held | |
| 28 | RAPT THERAPEUTICS INC | 0.7% | $7.9m | 6,475,317 | 0% | held | |
| 29 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.7% | $7.5m | 2,019,171 | 228% | added |
| 30 | PODD INSULET CORP | Healthcare | 0.7% | $7.1m | 27,109 | 184% | added |
| 31 | BNTX BIONTECH SE | Healthcare | 0.6% | $6.7m | 73,071 | -12% | reduced |
| 32 | SLN SILENCE THERAPEUTICS PLC | 0.6% | $6.2m | 2,214,947 | -8% | reduced | |
| 33 | PEN PENUMBRA INC | Healthcare | 0.6% | $6.1m | 22,843 | -11% | reduced |
| 34 | IRTC IRHYTHM TECHNOLOGIES INC | Healthcare | 0.6% | $6.0m | 56,844 | – | new |
| 35 | KROS KEROS THERAPEUTICS INC | Healthcare | 0.5% | $5.6m | 552,506 | 0% | held |
| 36 | VERVE THERAPEUTICS INC | 0.5% | $5.5m | 1,207,164 | -8% | reduced | |
| 37 | NUVB NUVATION BIO INC | Healthcare | 0.5% | $5.3m | 3,031,009 | 0% | held |
| 38 | STTK SHATTUCK LABS INC | Healthcare | 0.5% | $5.3m | 5,539,724 | 0% | held |
| 39 | MASI* MASIMO CORP | 0.4% | $4.3m | 26,062 | – | new | |
| 40 | PRME PRIME MEDICINE INC | 0.4% | $4.1m | 2,074,350 | 0% | held | |
| 41 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.4% | $4.0m | 386,963 | -6% | reduced |
| 42 | 1K0 IGM BIOSCIENCES INC | 0.3% | $3.4m | 2,952,131 | 0% | held | |
| 43 | CYTK CYTOKINETICS INC | Healthcare | 0.3% | $3.3m | 82,098 | -11% | reduced |
| 44 | FDMT 4D MOLECULAR THERAPEUTICS IN | 0.3% | $3.2m | 997,235 | -17% | reduced | |
| 45 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.3% | $2.8m | 2,053,559 | -29% | reduced |
| 46 | LAVA THERAPEUTICS NV | 0.2% | $2.6m | 2,074,372 | 0% | held | |
| 47 | ATRA ATARA BIOTHERAPEUTICS INC | 0.2% | $2.6m | 441,701 | 0% | held | |
| 48 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 0.2% | $2.5m | 451,099 | 0% | held |
| 49 | ALXO ALX ONCOLOGY HLDGS INC | Healthcare | 0.2% | $2.3m | 3,640,834 | -1% | reduced |
| 50 | RPTX REPARE THERAPEUTICS INC | 0.2% | $1.9m | 1,884,389 | -2% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.