Q1 2025 · 13F-HR
Redmile Group, LLCholdings as filed
Filed 2025-05-15 · accession 0001104659-25-049578
$1.06B
Reported value
56
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $141.4M | 13.4% | 4,398,281 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $133.0M | 12.6% | 737,675 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $77.8M | 7.35% | 9,533,669 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $57.0M | 5.39% | 4,788,945 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $48.1M | 4.55% | 4,051,927 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $47.8M | 4.51% | 4,898,527 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $39.8M | 3.77% | 1,014,139 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $38.0M | 3.59% | 939,277 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $36.1M | 3.41% | 5,361,187 | Common | SOLE |
| 75901B107 | RGNX | REGENXBIO INC | $34.3M | 3.24% | 4,794,780 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $31.4M | 2.97% | 1,610,329 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $29.8M | 2.82% | 4,485,981 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $26.9M | 2.54% | 983,413 | Common | SOLE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $22.1M | 2.09% | 15,666,731 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $20.9M | 1.97% | 867,454 | Common | SOLE |
| 00091E109 | ABSI | ABSCI CORPORATION | $20.7M | 1.96% | 8,253,316 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $19.5M | 1.84% | 193,283 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $19.3M | 1.82% | 3,216,026 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $15.3M | 1.45% | 1,308,063 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $13.7M | 1.30% | 1,886,444 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $13.7M | 1.29% | 335,366 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $12.2M | 1.15% | 6,300,644 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $10.7M | 1.01% | 590,175 | Common | SOLE |
| 31189P102 | FATE | FATE THERAPEUTICS INC | $10.2M | 0.96% | 12,872,946 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $8.8M | 0.83% | 534,600 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $8.4M | 0.79% | 490,394 | Common | SOLE |
| 15678C102 | CBLL | CERIBELL INC | $8.4M | 0.79% | 435,239 | Common | SOLE |
| 75382E109 | — | RAPT THERAPEUTICS INC | $7.9M | 0.75% | 6,475,317 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $7.5M | 0.71% | 2,019,171 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $7.1M | 0.67% | 27,109 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $6.7M | 0.63% | 73,071 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $6.2M | 0.59% | 2,214,947 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $6.1M | 0.58% | 22,843 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES INC | $6.0M | 0.56% | 56,844 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $5.6M | 0.53% | 552,506 | Common | SOLE |
| 92539P101 | — | VERVE THERAPEUTICS INC | $5.5M | 0.52% | 1,207,164 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $5.3M | 0.50% | 3,031,009 | Common | SOLE |
| 82024L103 | STTK | SHATTUCK LABS INC | $5.3M | 0.50% | 5,539,724 | Common | SOLE |
| 574795100 | MASI | MASIMO CORP | $4.3M | 0.41% | 26,062 | Common | SOLE |
| 74168J101 | PRME | PRIME MEDICINE INC | $4.1M | 0.39% | 2,074,350 | Common | SOLE |
| 687604108 | ORKA | ORUKA THERAPEUTICS INC | $4.0M | 0.38% | 386,963 | Common | SOLE |
| 449585108 | 1K0 | IGM BIOSCIENCES INC | $3.4M | 0.32% | 2,952,131 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $3.3M | 0.31% | 82,098 | Common | SOLE |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $3.2M | 0.30% | 997,235 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $2.8M | 0.26% | 2,053,559 | Common | SOLE |
| N51517105 | 4PKB | LAVA THERAPEUTICS NV | $2.6M | 0.25% | 2,074,372 | Common | SOLE |
| 046513206 | ATRA | ATARA BIOTHERAPEUTICS INC | $2.6M | 0.25% | 441,701 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $2.5M | 0.23% | 451,099 | Common | SOLE |
| 00166B105 | ALXO | ALX ONCOLOGY HLDGS INC | $2.3M | 0.21% | 3,640,834 | Common | SOLE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $1.9M | 0.18% | 1,884,389 | Common | SOLE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES INC | $1.8M | 0.17% | 1,569,793 | Common | SOLE |
| 04635X102 | CATBUSD | ASTRIA THERAPEUTICS INC | $1.4M | 0.14% | 269,078 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $1.4M | 0.13% | 2,285,320 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $1.1M | 0.10% | 725,204 | Common | SOLE |
| 482929106 | KLRS | KALARIS THERAPEUTICS INC | $666,129 | 0.06% | 82,955 | Common | SOLE |
| 01671P100 | ALLKGUSD | ALLAKOS INC | $194,966 | 0.02% | 856,615 | 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.