Institutional
Redmile Group, LLC
CIK 0001425738
$1.51B
Reported AUM
35
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Redmile Group, LLC · Q1 2026
AI · grounded in 13F
Redmile Group, LLC closed its position in RAPT for a reduction of $30.0M. The fund also exited its holding in REPL for $10.7M and established a new position in BMRN worth $9.8M. Additionally, the firm increased its stake in ALX ONCOLOGY HLDGS INC by 143.9% and XENE by 96.2%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | $49.06 | -0.63% | 35.78% | 24.89% | $445.7M | 29.51% | — | HELD |
| 2 | KRYS | KRYSTAL BIOTECH INC | $363.28 | -0.26% | 130.78% | 525.28% | $174.0M | 11.52% | — | HELD |
| 3 | STOK | STOKE THERAPEUTICS INC | $29.48 | 0.31% | 128.35% | 12.61% | $135.6M | 8.98% | — | HELD |
| 4 | IMNM | IMMUNOME INC | $23.11 | -0.47% | 119.26% | 65.50% | $121.6M | 8.05% | — | HELD |
| 5 | NRIX | NURIX THERAPEUTICS INC | $23.60 | -2.28% | 113.18% | -26.89% | $119.9M | 7.94% | — | HELD |
| 6 | ANNX | ANNEXON INC | $4.86 | -2.21% | 95.92% | -70.64% | $80.6M | 5.34% | — | HELD |
| 7 | ADCT | ADC THERAPEUTICS SA | $1.10 | -0.90% | -59.11% | -96.23% | $58.0M | 3.84% | — | HELD |
| 8 | RGNX | REGENXBIO INC | $9.62 | 0.21% | 17.46% | -70.22% | $36.6M | 2.42% | — | HELD |
| 9 | STTK | SHATTUCK LABS INC | $6.76 | -0.88% | 820.08% | -68.13% | $35.6M | 2.36% | — | HELD |
| 10 | BEAM | BEAM THERAPEUTICS INC | $26.02 | -1.03% | 37.28% | -76.69% | $29.5M | 1.95% | — | HELD |
| 11 | NGNE | NEUROGENE INC | $33.66 | 1.32% | 49.91% | -79.97% | $29.4M | 1.95% | — | HELD |
| 12 | COGT | COGENT BIOSCIENCES INC | $39.57 | -2.70% | 247.33% | 378.21% | $26.5M | 1.75% | — | HELD |
| 13 | ABSI | ABSCI CORPORATION | $6.90 | -3.23% | 137.93% | -63.26% | $24.8M | 1.64% | — | HELD |
| 14 | IDYA | IDEAYA BIOSCIENCES INC | $35.59 | -1.58% | 46.64% | 51.45% | $17.4M | 1.15% | — | HELD |
| 15 | ALXO | ALX ONCOLOGY HLDGS INC | $1.95 | -2.26% | 275.48% | -97.22% | $16.0M | 1.06% | — | HELD |
| 16 | FATE | FATE THERAPEUTICS INC | $2.36 | 1.72% | 120.56% | -96.78% | $15.4M | 1.02% | — | HELD |
| 17 | XENE | XENON PHARMACEUTICALS INC | $63.10 | -2.83% | 112.92% | 267.93% | $15.3M | 1.01% | — | HELD |
| 18 | SLDB | SOLID BIOSCIENCES INC | $8.04 | 0.88% | 16.69% | -80.39% | $14.5M | 0.96% | — | HELD |
| 19 | NUVB | NUVATION BIO INC | $6.59 | -1.49% | 195.52% | -28.60% | $13.5M | 0.90% | — | HELD |
| 20 | ZYME | ZYMEWORKS INC | $22.01 | -2.65% | 75.10% | -33.28% | $12.3M | 0.82% | — | HELD |
| 21 | SLN | SILENCE THERAPEUTICS PLC | $11.55 | 0.00% | 80.06% | -51.90% | $11.4M | 0.76% | — | HELD |
| 22 | DBVT | DBV TECHNOLOGIES S A | $13.73 | 1.70% | 50.00% | 14.02% | $10.3M | 0.68% | — | HELD |
| 23 | BMRN | BIOMARIN PHARMACEUTICAL INC | $61.37 | -1.13% | 6.76% | -26.29% | $9.8M | 0.65% | — | HELD |
| 24 | CLDX | CELLDEX THERAPEUTICS INC NEW | $37.51 | 5.42% | 62.10% | -31.68% | $8.3M | 0.55% | — | HELD |
| 25 | CBLL | CERIBELL INC | $17.73 | -0.56% | 25.46% | -38.38% | $7.1M | 0.47% | — | HELD |
| 26 | LIVN | LIVANOVA PLC | $81.43 | -0.80% | 101.00% | -0.02% | $6.9M | 0.46% | — | HELD |
| 27 | ESTA | ESTABLISHMENT LABS HLDGS INC | $91.93 | 0.03% | 118.87% | 20.64% | $5.9M | 0.39% | — | HELD |
| 28 | PRME | PRIME MEDICINE INC | $3.03 | -1.94% | -25.00% | -82.37% | $5.5M | 0.37% | — | HELD |
| 29 | ORIC | ORIC PHARMACEUTICALS INC | $11.28 | -5.29% | 11.46% | -48.94% | $5.3M | 0.35% | — | HELD |
| 30 | EPRX | EUPRAXIA PHARMACEUTICALS INC | $5.97 | -2.13% | 13.69% | 120.66% | $5.1M | 0.34% | — | HELD |
| 31 | ARDX | ARDELYX INC | $5.00 | -1.67% | — | — | $4.4M | 0.29% | — | HELD |
| 32 | IVVD | INVIVYD INC | $0.54 | -8.43% | — | — | $3.4M | 0.23% | — | HELD |
| 33 | ATRA | ATARA BIOTHERAPEUTICS INC | $8.06 | 3.20% | — | — | $2.1M | 0.14% | — | HELD |
| 34 | AGMB | AGOMAB THERAPEUTICS NV | $12.40 | -1.12% | — | — | $1.6M | 0.11% | — | HELD |
| 35 | PLRX | PLIANT THERAPEUTICS INC | $1.05 | -1.87% | — | — | $973K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-062579. 13F discloses long positions only — shorts, foreign equities, and options are excluded.