Q4 2024 · 13F-HR
Redmile Group, LLCholdings as filed
Filed 2025-02-14 · accession 0001104659-25-014154
$1.43B
Reported value
62
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $196.6M | 13.7% | 4,549,881 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $118.0M | 8.22% | 753,175 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $79.0M | 5.50% | 4,192,627 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $70.9M | 4.94% | 4,840,463 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $66.5M | 4.63% | 7,054,890 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $59.4M | 4.14% | 4,905,527 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $51.3M | 3.57% | 4,828,026 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $50.7M | 3.53% | 4,593,629 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $48.3M | 3.37% | 1,043,539 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $44.3M | 3.09% | 1,100,432 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $38.1M | 2.66% | 2,895,478 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $37.9M | 2.64% | 1,528,567 | Common | SOLE |
| 75901B107 | RGNX | REGENXBIO INC | $37.1M | 2.58% | 4,794,780 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $34.4M | 2.39% | 1,235,209 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $33.8M | 2.35% | 904,496 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $32.3M | 2.25% | 6,300,644 | Common | SOLE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $31.2M | 2.17% | 15,666,731 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $30.2M | 2.10% | 1,319,763 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $27.9M | 1.95% | 312,683 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $27.7M | 1.93% | 3,554,836 | Common | SOLE |
| 00091E109 | ABSI | ABSCI CORPORATION | $21.6M | 1.51% | 8,253,316 | Common | SOLE |
| 31189P102 | FATE | FATE THERAPEUTICS INC | $21.2M | 1.48% | 12,872,946 | Common | SOLE |
| 449585108 | 1K0 | IGM BIOSCIENCES INC | $18.0M | 1.26% | 2,952,131 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $16.9M | 1.18% | 2,167,176 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $16.5M | 1.15% | 2,399,317 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $15.9M | 1.11% | 619,300 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $15.6M | 1.08% | 615,775 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $14.7M | 1.03% | 320,149 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $14.2M | 0.99% | 571,824 | Common | SOLE |
| 15678C102 | CBLL | CERIBELL INC | $11.3M | 0.79% | 435,239 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $11.0M | 0.77% | 30,676 | Common | SOLE |
| 75382E109 | — | RAPT THERAPEUTICS INC | $10.2M | 0.71% | 6,475,317 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $9.5M | 0.66% | 83,471 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $8.8M | 0.62% | 16,943 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $8.7M | 0.61% | 552,506 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $8.1M | 0.56% | 3,031,009 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $8.0M | 0.56% | 1,576,259 | Common | SOLE |
| 687604108 | ORKA | ORUKA THERAPEUTICS INC | $8.0M | 0.56% | 411,728 | Common | SOLE |
| 92539P101 | — | VERVE THERAPEUTICS INC | $7.4M | 0.52% | 1,318,164 | Common | SOLE |
| 82024L103 | STTK | SHATTUCK LABS INC | $6.7M | 0.47% | 5,539,724 | Common | SOLE |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $6.7M | 0.46% | 1,196,910 | Common | SOLE |
| 00166B105 | ALXO | ALX ONCOLOGY HLDGS INC | $6.2M | 0.43% | 3,689,611 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $6.1M | 0.43% | 25,743 | Common | SOLE |
| 74168J101 | PRME | PRIME MEDICINE INC | $6.1M | 0.42% | 2,074,350 | Common | SOLE |
| 046513206 | ATRA | ATARA BIOTHERAPEUTICS INC | $5.9M | 0.41% | 441,701 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $4.4M | 0.30% | 92,598 | Common | SOLE |
| 85916J409 | STXS | STEREOTAXIS INC | $4.1M | 0.29% | 1,799,465 | Common | SOLE |
| 01671P100 | ALLKGUSD | ALLAKOS INC | $3.6M | 0.25% | 3,015,097 | Common | SOLE |
| 04635X102 | CATBUSD | ASTRIA THERAPEUTICS INC | $3.1M | 0.22% | 346,278 | Common | SOLE |
| H00263105 | ACIU | AC IMMUNE SA | $2.8M | 0.19% | 1,034,299 | Common | SOLE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $2.5M | 0.17% | 1,916,089 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $2.5M | 0.17% | 9,559 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $2.5M | 0.17% | 615,246 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $2.1M | 0.15% | 740,204 | Common | SOLE |
| N51517105 | 4PKB | LAVA THERAPEUTICS NV | $2.0M | 0.14% | 2,074,372 | Common | SOLE |
| 00449L102 | 698 | ACHILLES THERAPEUTICS PLC | $1.8M | 0.13% | 1,608,089 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $1.5M | 0.11% | 451,099 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $1.3M | 0.09% | 3,012,254 | Common | SOLE |
| 019818103 | — | ALLOVIR INC | $801,347 | 0.06% | 1,907,969 | Common | SOLE |
| 00653A107 | ADAPY | ADAPTIMMUNE THERAPEUTICS PLC | $385,497 | 0.03% | 715,607 | Common | SOLE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES INC | $271,950 | 0.02% | 124,178 | Common | SOLE |
| 43906K209 | HOOK | HOOKIPA PHARMA INC | $213,816 | 0.01% | 106,376 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.