Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Redmile Group, LLC (CIK 1425738) reported $1.51B across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SRRK ($445.7M, 29.51%), KRYS ($174.0M, 11.52%), STOK ($135.6M, 8.98%), IMNM ($121.6M, 8.05%), NRIX ($119.9M, 7.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | $445.7M | 29.51% | 9.1M | Added |
| 2 | KRYS | KRYSTAL BIOTECH INC | $174.0M | 11.52% | 673,505 | Trimmed |
| 3 | STOK | STOKE THERAPEUTICS INC | $135.6M | 8.98% | 4.2M | Added |
| 4 | IMNM | IMMUNOME INC | $121.6M | 8.05% | 5.6M | Trimmed |
| 5 | NRIX | NURIX THERAPEUTICS INC | $119.9M | 7.94% | 7.7M | Trimmed |
| 6 | ANNX | ANNEXON INC | $80.6M | 5.34% | 14.5M | Added |
| 7 | ADCT | ADC THERAPEUTICS SA | $58.0M | 3.84% | 15.5M | Trimmed |
| 8 | RGNX | REGENXBIO INC | $36.6M | 2.42% | 4.4M | Hold |
| 9 | STTK | SHATTUCK LABS INC | $35.6M | 2.36% | 5.5M | Hold |
| 10 | BEAM | BEAM THERAPEUTICS INC | $29.5M | 1.95% | 1.2M | Trimmed |
| 11 | NGNE | NEUROGENE INC | $29.4M | 1.95% | 1.5M | Hold |
| 12 | COGT | COGENT BIOSCIENCES INC | $26.5M | 1.75% | 688,036 | Trimmed |
| 13 | ABSI | ABSCI CORPORATION | $24.8M | 1.64% | 8.3M | Hold |
| 14 | IDYA | IDEAYA BIOSCIENCES INC | $17.4M | 1.15% | 521,117 | Trimmed |
| 15 | ALXO | ALX ONCOLOGY HLDGS INC | $16.0M | 1.06% | 8.0M | Added |
| 16 | FATE | FATE THERAPEUTICS INC | $15.4M | 1.02% | 12.9M | Hold |
| 17 | XENE | XENON PHARMACEUTICALS INC | $15.3M | 1.01% | 262,674 | Added |
| 18 | SLDB | SOLID BIOSCIENCES INC | $14.5M | 0.96% | 2.0M | Added |
| 19 | NUVB | NUVATION BIO INC | $13.5M | 0.90% | 3.2M | Trimmed |
| 20 | ZYME | ZYMEWORKS INC | $12.3M | 0.82% | 491,654 | Hold |
| 21 | SLN | SILENCE THERAPEUTICS PLC | $11.4M | 0.76% | 2.2M | Hold |
| 22 | DBVT | DBV TECHNOLOGIES S A | $10.3M | 0.68% | 491,340 | Trimmed |
| 23 | BMRN | BIOMARIN PHARMACEUTICAL INC | $9.8M | 0.65% | 173,859 | New |
| 24 | CLDX | CELLDEX THERAPEUTICS INC NEW | $8.3M | 0.55% | 261,508 | Trimmed |
| 25 | CBLL | CERIBELL INC | $7.1M | 0.47% | 386,786 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31