Redmile Group, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Redmile Group, LLC disclosed 48 US equity positions worth $939.6m in its Q2 2025 13F filing. The largest position was SRRK at 14.8% of the reported book, followed by KRYS and ZYME. Against the Q1 2025 filing, it opened 2 new positions, added to 0 and reduced 30 among the top 48 holdings.
What did Redmile Group, LLC own in Q2 2025? Top 48 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 14.8% | $139.2m | 3,929,039 | -11% | reduced |
| 2 | KRYS KRYSTAL BIOTECH INC | Healthcare | 9.7% | $91.2m | 663,471 | -10% | reduced |
| 3 | ZYME ZYMEWORKS INC | Healthcare | 5.5% | $52.1m | 4,150,627 | -13% | reduced |
| 4 | STOK STOKE THERAPEUTICS INC | Healthcare | 5.3% | $49.7m | 4,375,931 | -2% | reduced |
| 5 | IMNM IMMUNOME INC | Healthcare | 4.8% | $45.3m | 4,872,225 | -9% | reduced |
| 6 | REPL REPLIMUNE GROUP INC | Healthcare | 4.6% | $43.3m | 4,664,791 | -5% | reduced |
| 7 | NRIX NURIX THERAPEUTICS INC | Healthcare | 4.5% | $42.5m | 3,732,888 | -8% | reduced |
| 8 | LIVN LIVANOVA PLC | Healthcare | 4.5% | $42.1m | 934,271 | -8% | reduced |
| 9 | ADCT ADC THERAPEUTICS SA | Healthcare | 4.5% | $42.0m | 15,666,731 | 0% | held |
| 10 | AKERO THERAPEUTICS INC | 4.4% | $41.3m | 774,311 | -18% | reduced | |
| 11 | RGNX REGENXBIO INC | Healthcare | 4.2% | $39.2m | 4,775,717 | -0% | held |
| 12 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 3.7% | $35.1m | 803,289 | -18% | reduced |
| 13 | BEAM BEAM THERAPEUTICS INC | Healthcare | 2.6% | $24.2m | 1,423,411 | -12% | reduced |
| 14 | ABSI ABSCI CORPORATION | 2.3% | $21.2m | 8,253,316 | 0% | held | |
| 15 | NGNE NEUROGENE INC | 2.0% | $19.1m | 1,276,676 | -2% | reduced | |
| 16 | HNGE HINGE HEALTH INC | Healthcare | 1.7% | $15.5m | 300,000 | – | new |
| 17 | ETNBGBP 89BIO INC | 1.6% | $15.2m | 1,545,208 | -18% | reduced | |
| 18 | ANNX ANNEXON INC | Healthcare | 1.6% | $15.1m | 6,300,644 | 0% | held |
| 19 | FATE FATE THERAPEUTICS INC | Healthcare | 1.5% | $14.4m | 12,872,946 | 0% | held |
| 20 | SLN SILENCE THERAPEUTICS PLC | 1.3% | $12.6m | 2,164,777 | -2% | reduced | |
| 21 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.1% | $10.4m | 1,448,040 | -55% | reduced |
| 22 | BHVN BIOHAVEN LTD | Healthcare | 1.1% | $10.3m | 729,515 | -16% | reduced |
| 23 | SLDB SOLID BIOSCIENCES INC | Healthcare | 1.0% | $9.3m | 1,915,926 | -5% | reduced |
| 24 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.0% | $9.2m | 85,301 | -56% | reduced |
| 25 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 1.0% | $9.1m | 432,494 | -19% | reduced |
| 26 | VERVE THERAPEUTICS INC | 0.9% | $8.3m | 740,261 | -39% | reduced | |
| 27 | CBLL CERIBELL INC | 0.9% | $8.2m | 435,239 | 0% | held | |
| 28 | KROS KEROS THERAPEUTICS INC | Healthcare | 0.8% | $7.4m | 552,506 | 0% | held |
| 29 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 0.7% | $7.0m | 343,026 | -42% | reduced |
| 30 | AM6 AMICUS THERAPEUTICS INC | 0.7% | $6.8m | 1,188,998 | -88% | reduced | |
| 31 | NUVB NUVATION BIO INC | Healthcare | 0.6% | $5.9m | 3,031,009 | 0% | held |
| 32 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 0.6% | $5.8m | 136,495 | -59% | reduced |
| 33 | PRME PRIME MEDICINE INC | 0.5% | $5.1m | 2,074,350 | 0% | held | |
| 34 | RAPT RAPT THERAPEUTICS INC | 0.5% | $5.0m | 630,686 | – | new | |
| 35 | PEN PENUMBRA INC | Healthcare | 0.5% | $4.8m | 18,818 | -18% | reduced |
| 36 | STTK SHATTUCK LABS INC | Healthcare | 0.5% | $4.4m | 5,539,724 | 0% | held |
| 37 | ATRA ATARA BIOTHERAPEUTICS INC | 0.4% | $3.4m | 441,701 | 0% | held | |
| 38 | 1K0 IGM BIOSCIENCES INC | 0.4% | $3.3m | 2,952,131 | 0% | held | |
| 39 | LAVA THERAPEUTICS NV | 0.3% | $2.7m | 2,074,372 | 0% | held | |
| 40 | VTYXUSD VENTYX BIOSCIENCES INC | 0.3% | $2.4m | 1,114,529 | -29% | reduced | |
| 41 | RPTX REPARE THERAPEUTICS INC | 0.2% | $2.2m | 1,586,174 | -16% | reduced | |
| 42 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 0.2% | $2.1m | 451,099 | 0% | held |
| 43 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.2% | $1.9m | 1,632,577 | -21% | reduced |
| 44 | IVVD INVIVYD INC | Healthcare | 0.2% | $1.6m | 2,285,320 | 0% | held |
| 45 | ALXO ALX ONCOLOGY HLDGS INC | Healthcare | 0.1% | $1.4m | 3,391,455 | -7% | reduced |
| 46 | BOLD BOUNDLESS BIO INC | 0.1% | $594.9k | 589,034 | -19% | reduced | |
| 47 | FDMT 4D MOLECULAR THERAPEUTICS IN | 0.0% | $416.1k | 112,168 | -89% | reduced | |
| 48 | KLRS KALARIS THERAPEUTICS INC | 0.0% | $221.5k | 82,955 | 0% | held |
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.