Redmile Group, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Redmile Group, LLC disclosed 35 US equity positions worth $1.5bn in its Q1 2026 13F filing. The largest position was SRRK at 29.5% of the reported book, followed by KRYS and STOK.
What did Redmile Group, LLC own in Q1 2026? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 29.5% | $445.7m | 9,066,621 | – | |
| 2 | KRYS KRYSTAL BIOTECH INC | Healthcare | 11.5% | $174.0m | 673,505 | – | |
| 3 | STOK STOKE THERAPEUTICS INC | Healthcare | 9.0% | $135.6m | 4,164,120 | – | |
| 4 | IMNM IMMUNOME INC | Healthcare | 8.1% | $121.6m | 5,558,885 | – | |
| 5 | NRIX NURIX THERAPEUTICS INC | Healthcare | 7.9% | $119.9m | 7,732,808 | – | |
| 6 | ANNX ANNEXON INC | Healthcare | 5.3% | $80.6m | 14,549,768 | – | |
| 7 | ADCT ADC THERAPEUTICS SA | Healthcare | 3.8% | $58.0m | 15,470,502 | – | |
| 8 | RGNX REGENXBIO INC | Healthcare | 2.4% | $36.6m | 4,368,804 | – | |
| 9 | STTK SHATTUCK LABS INC | Healthcare | 2.4% | $35.6m | 5,539,724 | – | |
| 10 | BEAM BEAM THERAPEUTICS INC | Healthcare | 2.0% | $29.5m | 1,237,659 | – | |
| 11 | NGNE NEUROGENE INC | 1.9% | $29.4m | 1,459,599 | – | ||
| 12 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.8% | $26.5m | 688,036 | – | |
| 13 | ABSI ABSCI CORPORATION | Healthcare | 1.6% | $24.8m | 8,253,316 | – | |
| 14 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 1.1% | $17.4m | 521,117 | – | |
| 15 | ALXO ALX ONCOLOGY HLDGS INC | Healthcare | 1.1% | $16.0m | 7,964,188 | – | |
| 16 | FATE FATE THERAPEUTICS INC | Healthcare | 1.0% | $15.4m | 12,872,946 | – | |
| 17 | XENE XENON PHARMACEUTICALS INC | Healthcare | 1.0% | $15.3m | 262,674 | – | |
| 18 | SLDB SOLID BIOSCIENCES INC | Healthcare | 1.0% | $14.5m | 2,011,895 | – | |
| 19 | NUVB NUVATION BIO INC | Healthcare | 0.9% | $13.5m | 3,153,256 | – | |
| 20 | ZYME ZYMEWORKS INC | Healthcare | 0.8% | $12.3m | 491,654 | – | |
| 21 | SLN SILENCE THERAPEUTICS PLC | 0.8% | $11.4m | 2,164,777 | – | ||
| 22 | DBVT DBV TECHNOLOGIES S A | 0.7% | $10.3m | 491,340 | – | ||
| 23 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.7% | $9.8m | 173,859 | – | |
| 24 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 0.5% | $8.3m | 261,508 | – | |
| 25 | CBLL CERIBELL INC | 0.5% | $7.1m | 386,786 | – | ||
| 26 | LIVN LIVANOVA PLC | Healthcare | 0.5% | $6.9m | 108,354 | – | |
| 27 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 0.4% | $5.9m | 103,464 | – | |
| 28 | PRME PRIME MEDICINE INC | 0.4% | $5.5m | 1,590,832 | – | ||
| 29 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.3% | $5.3m | 415,710 | – | |
| 30 | EPRX EUPRAXIA PHARMACEUTICALS INC | 0.3% | $5.1m | 700,000 | – | ||
| 31 | ARDX ARDELYX INC | Healthcare | 0.3% | $4.4m | 733,350 | – | |
| 32 | IVVD INVIVYD INC | Healthcare | 0.2% | $3.4m | 2,648,659 | – | |
| 33 | ATRA ATARA BIOTHERAPEUTICS INC | 0.1% | $2.1m | 441,701 | – | ||
| 34 | AGOMAB THERAPEUTICS NV | 0.1% | $1.6m | 156,250 | – | ||
| 35 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.1% | $972.9k | 772,126 | – |
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.