Redmile Group, LLC: 13F holdings
CIK 14257382026Q2
| Positions | 39 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 39 (+4 vs prior quarter) |
|---|
| Reported value | $1.5bn (-1.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SRRK SCHOLAR ROCK HLDG CORP | 4,311,092 | $237.1m | 15.9% |
| KRYS KRYSTAL BIOTECH INC | 632,005 | $234.9m | 15.8% |
| STOK STOKE THERAPEUTICS INC | 3,945,920 | $129.1m | 8.7% |
| IMNM IMMUNOME INC | 4,911,590 | $104.1m | 7.0% |
| NRIX NURIX THERAPEUTICS INC | 4,073,787 | $98.8m | 6.6% |
| ABSI ABSCI CORPORATION | 6,739,675 | $78.1m | 5.2% |
| ANNX ANNEXON INC | 11,869,877 | $67.8m | 4.6% |
| RGNX REGENXBIO INC | 4,368,804 | $52.3m | 3.5% |
| STTK SHATTUCK LABS INC | 6,892,033 | $47.8m | 3.2% |
| NGNE NEUROGENE INC | 1,412,199 | $44.4m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1425738")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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