Q3 2025 · 13F-HR
Redmile Group, LLCholdings as filed
Filed 2025-11-14 · accession 0001104659-25-112572
$1.03B
Reported value
40
Positions
2025-09-30
Period end
The Brief · Redmile Group, LLC · Q3 2025
AI · grounded in 13F
Redmile Group, LLC closed its position in KYMR, reducing its exposure by $35.06M. The fund also exited positions in Hinge Health Inc ($15.53M), Biohaven Ltd ($10.29M), and BSX ($9.16M). On the buy side, the fund increased its stake in IDYA by 71.57% and COGT by 52.56%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $145.4M | 14.1% | 3,904,456 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $116.8M | 11.4% | 661,388 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $98.1M | 9.55% | 4,175,542 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $63.3M | 6.16% | 3,705,750 | Common | SOLE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $62.7M | 6.10% | 15,666,731 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $58.8M | 5.72% | 5,023,385 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $48.5M | 4.72% | 926,799 | Common | SOLE |
| 75901B107 | RGNX | REGENXBIO INC | $45.3M | 4.41% | 4,693,389 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $35.5M | 3.45% | 747,818 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $34.0M | 3.31% | 3,678,394 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $33.7M | 3.28% | 1,387,559 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $31.7M | 3.09% | 2,209,118 | Common | SOLE |
| 00091E109 | ABSI | ABSCI CORPORATION | $25.1M | 2.44% | 8,253,316 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $22.5M | 2.19% | 1,299,022 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $21.7M | 2.11% | 1,473,136 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $20.2M | 1.96% | 742,017 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $19.2M | 1.87% | 6,300,644 | Common | SOLE |
| 31189P102 | FATE | FATE THERAPEUTICS INC | $16.2M | 1.58% | 12,872,946 | Common | SOLE |
| 75382E208 | RAPT | RAPT THERAPEUTICS INC | $14.3M | 1.39% | 552,594 | Common | SOLE |
| 82024L103 | STTK | SHATTUCK LABS INC | $13.2M | 1.29% | 5,539,724 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $11.7M | 1.14% | 1,899,342 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $11.2M | 1.09% | 2,164,777 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $11.2M | 1.09% | 3,031,009 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $8.7M | 0.85% | 552,506 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $8.5M | 0.82% | 327,008 | Common | SOLE |
| 046513206 | ATRA | ATARA BIOTHERAPEUTICS INC | $6.3M | 0.62% | 441,701 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $6.1M | 0.60% | 777,178 | Common | SOLE |
| 00166B105 | ALXO | ALX ONCOLOGY HLDGS INC | $6.1M | 0.59% | 3,332,983 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $5.3M | 0.52% | 129,364 | Common | SOLE |
| 15678C102 | CBLL | CERIBELL INC | $5.0M | 0.49% | 435,239 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $3.7M | 0.36% | 451,099 | Common | SOLE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES INC | $3.3M | 0.32% | 1,073,386 | Common | SOLE |
| N51517105 | 4PKB | LAVA THERAPEUTICS NV | $3.2M | 0.31% | 2,074,372 | Common | SOLE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $2.8M | 0.27% | 1,586,174 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $2.5M | 0.24% | 2,285,320 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $2.4M | 0.23% | 1,591,695 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $2.2M | 0.22% | 535,818 | Common | SOLE |
| 74168J101 | PRME | PRIME MEDICINE INC | $482,634 | 0.05% | 87,118 | Common | SOLE |
| 482929106 | KLRS | KALARIS THERAPEUTICS INC | $479,480 | 0.05% | 82,955 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $301,913 | 0.03% | 245,458 | 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.