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 | $48.99 | -0.14% | 34.93% | 24.11% | $445.7M | 29.51% | — | HELD |
| 2 | KRYS | KRYSTAL BIOTECH INC | $366.85 | 0.98% | 133.69% | 533.16% | $174.0M | 11.52% | — | HELD |
| 3 | STOK | STOKE THERAPEUTICS INC | $30.04 | 1.90% | 132.69% | 14.74% | $135.6M | 8.98% | — | HELD |
| 4 | IMNM | IMMUNOME INC | $23.08 | -0.13% | 118.22% | 64.72% | $121.6M | 8.05% | — | HELD |
| 5 | NRIX | NURIX THERAPEUTICS INC | $23.58 | -0.08% | 110.51% | -27.80% | $119.9M | 7.94% | — | HELD |
| 6 | ANNX | ANNEXON INC | $5.27 | 8.44% | 108.16% | -68.81% | $80.6M | 5.34% | — | HELD |
| 7 | ADCT | ADC THERAPEUTICS SA | $1.11 | 0.91% | -58.74% | -96.19% | $58.0M | 3.84% | — | HELD |
| 8 | RGNX | REGENXBIO INC | $10.12 | 5.20% | 23.57% | -68.67% | $36.6M | 2.42% | — | HELD |
| 9 | STTK | SHATTUCK LABS INC | $7.19 | 6.36% | 882.24% | -65.97% | $35.6M | 2.36% | — | HELD |
| 10 | BEAM | BEAM THERAPEUTICS INC | $26.49 | 1.81% | 37.07% | -76.73% | $29.5M | 1.95% | — | HELD |
| 11 | NGNE | NEUROGENE INC | $33.60 | -0.18% | 54.11% | -79.41% | $29.4M | 1.95% | — | HELD |
| 12 | COGT | COGENT BIOSCIENCES INC | $41.36 | 4.52% | 257.28% | 391.91% | $26.5M | 1.75% | — | HELD |
| 13 | ABSI | ABSCI CORPORATION | $7.64 | 10.72% | 163.45% | -59.32% | $24.8M | 1.64% | — | HELD |
| 14 | IDYA | IDEAYA BIOSCIENCES INC | $36.40 | 2.28% | 49.98% | 54.89% | $17.4M | 1.15% | — | HELD |
| 15 | ALXO | ALX ONCOLOGY HLDGS INC | $1.95 | 0.26% | 276.45% | -97.21% | $16.0M | 1.06% | — | HELD |
| 16 | FATE | FATE THERAPEUTICS INC | $2.51 | 6.36% | 134.58% | -96.57% | $15.4M | 1.02% | — | HELD |
| 17 | XENE | XENON PHARMACEUTICALS INC | $64.19 | 1.73% | 106.89% | 257.51% | $15.3M | 1.01% | — | HELD |
| 18 | SLDB | SOLID BIOSCIENCES INC | $8.49 | 5.60% | 24.30% | -79.11% | $14.5M | 0.96% | — | HELD |
| 19 | NUVB | NUVATION BIO INC | $6.70 | 1.67% | 200.45% | -27.41% | $13.5M | 0.90% | — | HELD |
| 20 | ZYME | ZYMEWORKS INC | $22.71 | 3.18% | 80.67% | -31.16% | $12.3M | 0.82% | — | HELD |
| 21 | SLN | SILENCE THERAPEUTICS PLC | $11.62 | 0.61% | 88.57% | -49.63% | $11.4M | 0.76% | — | HELD |
| 22 | DBVT | DBV TECHNOLOGIES S A | $13.81 | 0.58% | 54.61% | 17.53% | $10.3M | 0.68% | — | HELD |
| 23 | BMRN | BIOMARIN PHARMACEUTICAL INC | $60.58 | -1.29% | 4.55% | -27.81% | $9.8M | 0.65% | — | HELD |
| 24 | CLDX | CELLDEX THERAPEUTICS INC NEW | $38.49 | 2.61% | 70.78% | -28.02% | $8.3M | 0.55% | — | HELD |
| 25 | CBLL | CERIBELL INC | $17.64 | -0.51% | 24.75% | -38.73% | $7.1M | 0.47% | — | HELD |
| 26 | LIVN | LIVANOVA PLC | $81.05 | -0.47% | 96.17% | -2.42% | $6.9M | 0.46% | — | HELD |
| 27 | ESTA | ESTABLISHMENT LABS HLDGS INC | $93.48 | 1.69% | 126.22% | 24.69% | $5.9M | 0.39% | — | HELD |
| 28 | PRME | PRIME MEDICINE INC | $3.02 | -0.33% | -25.25% | -82.43% | $5.5M | 0.37% | — | HELD |
| 29 | ORIC | ORIC PHARMACEUTICALS INC | $11.64 | 3.19% | 15.02% | -47.31% | $5.3M | 0.35% | — | HELD |
| 30 | EPRX | EUPRAXIA PHARMACEUTICALS INC | $6.55 | 9.72% | 16.54% | 126.20% | $5.1M | 0.34% | — | HELD |
| 31 | ARDX | ARDELYX INC | $5.04 | 0.80% | — | — | $4.4M | 0.29% | — | HELD |
| 32 | IVVD | INVIVYD INC | $0.58 | 7.18% | — | — | $3.4M | 0.23% | — | HELD |
| 33 | ATRA | ATARA BIOTHERAPEUTICS INC | $8.17 | 1.36% | — | — | $2.1M | 0.14% | — | HELD |
| 34 | AGMB | AGOMAB THERAPEUTICS NV | $12.76 | 2.90% | — | — | $1.6M | 0.11% | — | HELD |
| 35 | PLRX | PLIANT THERAPEUTICS INC | $1.06 | 0.95% | — | — | $973K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-062579. 13F discloses long positions only — shorts, foreign equities, and options are excluded.