Institutional Fund
Redmile Group, LLC
Larkspur, CACIK 14257385 filings on record
Portfolio Value
$1.51B
Q1 2026
Holdings
35
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+11.2%
from $1.36B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Scholar Rock Hldg Corp29.5%
- Krystal Biotech Inc11.5%
- Stoke Therapeutics Inc9.0%
- Immunome Inc8.1%
- Nurix Therapeutics Inc7.9%
- Annexon Inc5.3%
- Other28.7%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Scholar Rock Hldg Corp | 9.07M | $445.72M | 29.5% | +3.85M | Added |
| 2 | Krystal Biotech Inc | 673.5K | $173.98M | 11.5% | −4.2K | Reduced |
| 3 | Stoke Therapeutics Inc | 4.16M | $135.58M | 9.0% | +130.1K | Added |
| 4 | Immunome Inc | 5.56M | $121.57M | 8.1% | −159.5K | Reduced |
| 5 | Nurix Therapeutics Inc | 7.73M | $119.86M | 7.9% | −361.1K | Reduced |
| 6 | Annexon Inc | 14.55M | $80.61M | 5.3% | +4.50M | Added |
| 7 | Adc Therapeutics SA | 15.47M | $58.01M | 3.8% | −196.2K | Reduced |
| 8 | Regenxbio Inc | 4.37M | $36.61M | 2.4% | 0 | Held |
| 9 | Shattuck Labs Inc | 5.54M | $35.62M | 2.4% | 0 | Held |
| 10 | Beam Therapeutics Inc | 1.24M | $29.49M | 2.0% | −48.2K | Reduced |
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