Redmile Group, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Redmile Group, LLC disclosed 34 US equity positions worth $1.4bn in its Q4 2025 13F filing. The largest position was SRRK at 16.9% of the reported book, followed by KRYS and NRIX. Against the Q3 2025 filing, it opened 3 new positions, added to 11 and reduced 10 among the top 34 holdings.
What did Redmile Group, LLC own in Q4 2025? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 16.9% | $230.0m | 5,220,846 | 34% | added |
| 2 | KRYS KRYSTAL BIOTECH INC | Healthcare | 12.3% | $167.1m | 677,705 | 2% | added |
| 3 | NRIX NURIX THERAPEUTICS INC | Healthcare | 11.3% | $153.5m | 8,093,908 | 120% | added |
| 4 | STOK STOKE THERAPEUTICS INC | Healthcare | 9.4% | $128.0m | 4,034,070 | -3% | reduced |
| 5 | IMNM IMMUNOME INC | Healthcare | 9.0% | $122.8m | 5,718,385 | 14% | added |
| 6 | RGNX REGENXBIO INC | Healthcare | 4.6% | $62.9m | 4,368,804 | -7% | reduced |
| 7 | ADCT ADC THERAPEUTICS SA | Healthcare | 4.1% | $55.3m | 15,666,731 | 0% | held |
| 8 | COGT COGENT BIOSCIENCES INC | Healthcare | 3.8% | $51.1m | 1,437,918 | -35% | reduced |
| 9 | ANNX ANNEXON INC | Healthcare | 3.7% | $50.5m | 10,050,644 | 60% | added |
| 10 | BEAM BEAM THERAPEUTICS INC | Healthcare | 2.6% | $35.6m | 1,285,859 | -7% | reduced |
| 11 | NGNE NEUROGENE INC | 2.2% | $30.1m | 1,459,599 | 12% | added | |
| 12 | RAPT RAPT THERAPEUTICS INC | 2.2% | $30.0m | 885,927 | 60% | added | |
| 13 | ABSI ABSCI CORPORATION | 2.1% | $28.8m | 8,253,316 | 0% | held | |
| 14 | NUVB NUVATION BIO INC | Healthcare | 2.1% | $28.3m | 3,163,256 | 4% | added |
| 15 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 1.9% | $25.7m | 742,017 | 0% | held |
| 16 | STTK SHATTUCK LABS INC | Healthcare | 1.5% | $20.2m | 5,539,724 | 0% | held |
| 17 | SLN SILENCE THERAPEUTICS PLC | 1.0% | $13.2m | 2,164,777 | 0% | held | |
| 18 | ZYME ZYMEWORKS INC | Healthcare | 1.0% | $12.9m | 491,654 | -87% | reduced |
| 19 | FATE FATE THERAPEUTICS INC | Healthcare | 0.9% | $12.6m | 12,872,946 | 0% | held |
| 20 | REPL REPLIMUNE GROUP INC | Healthcare | 0.8% | $10.7m | 1,099,756 | 105% | added |
| 21 | DBVT DBV TECHNOLOGIES S A | 0.8% | $10.5m | 549,840 | – | new | |
| 22 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.8% | $10.5m | 1,860,542 | -2% | reduced |
| 23 | CBLL CERIBELL INC | 0.7% | $9.5m | 435,239 | 0% | held | |
| 24 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 0.6% | $8.2m | 112,664 | -13% | reduced |
| 25 | ATRA ATARA BIOTHERAPEUTICS INC | 0.6% | $8.0m | 441,701 | 0% | held | |
| 26 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 0.6% | $7.7m | 283,308 | -13% | reduced |
| 27 | LIVN LIVANOVA PLC | Healthcare | 0.5% | $7.3m | 118,054 | -87% | reduced |
| 28 | IVVD INVIVYD INC | Healthcare | 0.5% | $6.6m | 2,681,159 | 17% | added |
| 29 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.4% | $6.0m | 133,882 | – | new |
| 30 | RPTX REPARE THERAPEUTICS INC | 0.3% | $4.1m | 1,586,174 | 0% | held | |
| 31 | ALXO ALX ONCOLOGY HLDGS INC | Healthcare | 0.3% | $3.7m | 3,264,718 | -2% | reduced |
| 32 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.3% | $3.7m | 448,110 | – | new |
| 33 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.1% | $2.0m | 1,616,228 | 2% | added |
| 34 | KLRS KALARIS THERAPEUTICS INC | 0.1% | $700.1k | 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.