Redmile Group, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Redmile Group, LLC disclosed 39 US equity positions worth $1.5bn in its Q2 2026 13F filing. The largest position was SRRK at 15.9% of the reported book, followed by KRYS and STOK. Against the Q1 2026 filing, it opened 4 new positions, added to 5 and reduced 23 among the top 39 holdings.
What did Redmile Group, LLC own in Q2 2026? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.