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CIK: 0001425738
Total reported value
$1.5B
$1.5B
77 檔
50.7%
The Q1 2024 SEC filing reveals that Redmile Group, LLC held a total portfolio value of $1.5B, covering 77 public equity positions.
In Q1 2024, Redmile Group, LLC displayed an active expansion posture, initiating 15 new positions and adding to 13 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including KRYS, AM6, IMNM) accounted for 50.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 9.85% | +4.25% | -12.98% | |
| 2 | AM6 | Amicus Therapeutics Inc | Stock-Other | 5.73% | — | -10.59% | |
| 3 | IMNM | Immunome Inc | Stock-Other | 4.43% | -1.06% | +26.04% | |
| 4 | SRRK | Scholar Rock Holding CORP | Stock-Other | 4.18% | -13.59% | +0.27% | |
| 5 | FATE | Fate Therapeutics Inc | Stock-Other | 3.55% | +1.31% | — | |
| 6 | RGNX | Regenxbio Inc | Stock-Other | 3.52% | +1.09% | +21.03% | |
| 7 | DCPHEUR | Deciphera Pharmaceuticals In | Stock-Other | 3.06% | — | +10.31% | |
| 8 | KYMR | Kymera Therapeutics Inc | Stock-Other | 2.56% | — | -4.93% | |
| 9 | ✓ | Adc Therapeutics SA | Stock-Other | 2.52% | -3.01% | -0.39% | |
| 10 | STOK | Stoke Therapeutics Inc | Stock-Other | 2.51% | -0.31% | +93.22% | |
| 11 | AUGX | Augmedix Inc | Stock-Other | 2.46% | — | — | |
| 12 | NRIX | Nurix Therapeutics Inc | Stock-Other | 2.42% | -1.30% | +37.66% | |
| 13 | BHVN | Biohaven Ltd. | Stock-Other | 2.33% | — | -19.46% | |
| 14 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.28% | +0.73% | +31.46% | |
| 15 | ZYME | Zymeworks Inc | Stock-Other | 2.15% | +0.04% | -3.96% | |
| 16 | LIVN | LivaNova PLC | Stock-Other | 2.13% | +0.05% | -8.73% | |
| 17 | STTK | Shattuck Labs Inc | Stock-Other | 1.84% | +0.85% | -0.08% | |
| 18 | ALXO | Alx Oncology Holdings Inc | Stock-Other | 1.77% | -0.03% | +18.23% | |
| 19 | NGNE | Neurogene Inc | Stock-Other | 1.75% | +1.03% | -1.23% | |
| 20 | AKRO | Akero Therapeutics Inc | Stock-Other | 1.72% | — | +67.53% | |
| 21 | ABSI | Absci CORP | Stock-Other | 1.72% | +3.60% | +2.77% | |
| 22 | PLRX | Pliant Therapeutics Inc | Stock-Other | 1.69% | — | +14.85% | |
| 23 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 1.61% | +0.84% | — | |
| 24 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.49% | +0.45% | -1.41% | |
| 25 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 1.48% | — | — | |
| 26 | ANNX | Annexon Inc | Stock-Other | 1.45% | -0.79% | — | |
| 27 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.41% | — | -19.08% | |
| 28 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.38% | +0.53% | -9.80% | |
| 29 | KROS | Keros Therapeutics Inc | Stock-Other | 1.34% | — | — | |
| 30 | CTLTEUR | Catalent Inc | Stock-Other | 1.31% | — | -42.53% | |
| 31 | IMVT | Immunovant Inc | Stock-Other | 1.15% | — | -0.76% | |
| 32 | REPL | Replimune Group Inc | Stock-Other | 1.12% | — | -3.50% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | — | -1.18% | |
| 34 | 1K0 | Igm Biosciences Inc | Stock-Other | 1.09% | — | +3.40% | |
| 35 | ALGN | Align Technology Inc | Stock-Healthcare | 1.05% | — | +74.22% | |
| 36 | COGT | Cogent Biosciences Inc | Stock-Other | 0.98% | -0.44% | +35.98% | |
| 37 | ETNBGBP | 89bio Inc | Stock-Other | 0.97% | — | +14.99% | |
| 38 | CI | THE Cigna Group | Stock-Healthcare | 0.87% | — | — | |
| 39 | EVH | Evolent Health Inc - A | Stock-Other | 0.82% | — | -18.71% | |
| 40 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.78% | — | -6.64% | |
| 41 | TRDA | Entrada Therapeutics Inc | Stock-Other | 0.67% | — | — | |
| 42 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.64% | — | -20.59% | |
| 43 | ELV | Elevance Health Inc | Stock-Healthcare | 0.59% | — | +35.29% | |
| 44 | ARDX | Ardelyx Inc | Stock-Other | 0.59% | -0.07% | — | |
| 45 | BOLD | Boundless Bio Inc | Stock-Other | 0.58% | — | — | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.57% | — | -18.62% | |
| 47 | 2JQ | Gritstone Bio Inc | Stock-Other | 0.54% | — | -2.00% | |
| 48 | PRME | Prime Medicine Inc | Stock-Other | 0.53% | -0.03% | +56.63% | |
| 49 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.46% | — | — | |
| 50 | PGNY | Progyny Inc | Stock-Other | 0.45% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IMNM | Immunome Inc | +3% | +26.04% | Add |
| 2 | KRYS | Krystal Biotech Inc | +2.2% | -12.98% | Trim |
| 3 | STOK | Stoke Therapeutics Inc | +2% | +93.22% | Add |
| 4 | FATE | Fate Therapeutics Inc | +1.8% | — | Unchanged |
| 5 | SLN | Silence Therapeutics Plc-adr | +1.6% | NEW | New buy |
| 6 | ✓ | Adc Therapeutics SA | +1.6% | -0.39% | Trim |
| 7 | FDMT | 4d Molecular Therapeutics In | +1.5% | NEW | New buy |
| 8 | KROS | Keros Therapeutics Inc | +1.3% | NEW | New buy |
| 9 | NRIX | Nurix Therapeutics Inc | +1.2% | +37.66% | Add |
| 10 | RGNX | Regenxbio Inc | +1.1% | +21.03% | Add |
| 11 | NGNE | Neurogene Inc | +1.1% | -1.23% | Trim |
| 12 | KYMR | Kymera Therapeutics Inc | +0.9% | -4.93% | Trim |
| 13 | BEAM | Beam Therapeutics Inc | +0.9% | +31.46% | Add |
| 14 | CI | THE Cigna Group | +0.9% | NEW | New buy |
| 15 | AKRO | Akero Therapeutics Inc | +0.8% | +67.53% | Add |
| 16 | ARDX | Ardelyx Inc | +0.6% | NEW | New buy |
| 17 | BOLD | Boundless Bio Inc | +0.6% | NEW | New buy |
| 18 | ALGN | Align Technology Inc | +0.6% | +74.22% | Add |
| 19 | ANNX | Annexon Inc | +0.6% | — | Unchanged |
| 20 | ABSI | Absci CORP | +0.5% | +2.77% | Add |
| 21 | ICLR | ICON Public Limited Company | +0.5% | NEW | New buy |
| 22 | PGNY | Progyny Inc | +0.5% | NEW | New buy |
| 23 | VTYXUSD | Ventyx Biosciences Inc | +0.4% | +944.45% | Add |
| 24 | CYTK | Cytokinetics Inc | +0.4% | NEW | New buy |
| 25 | DGX | Quest Diagnostics Inc | +0.4% | NEW | New buy |
| 26 | MCK | Mckesson CORP | +0.4% | NEW | New buy |
| 27 | STTK | Shattuck Labs Inc | +0.4% | -0.08% | Trim |
| 28 | ELAN | Elanco Animal Health Inc | +0.4% | NEW | New buy |
| 29 | 2655787D | Blueprint Medicines CORP | +0.4% | NEW | New buy |
| 30 | COGT | Cogent Biosciences Inc | +0.4% | +35.98% | Add |
| 31 | APLSUSD | Apellis Pharmaceuticals Inc | +0.3% | NEW | New buy |
| 32 | IDYA | Ideaya Biosciences Inc | +0.3% | -1.41% | Trim |
| 33 | DCPHEUR | Deciphera Pharmaceuticals In | +0.3% | +10.31% | Add |
| 34 | NUVB | Nuvation Bio Inc | +0.2% | — | Unchanged |
| 35 | ✓ | Establishment Labs Holdings In | +0.2% | NEW | New buy |
| 36 | SRRK | Scholar Rock Holding CORP | -0.1% | +0.27% | Add |
| 37 | ALXO | Alx Oncology Holdings Inc | -0.2% | +18.23% | Add |
| 38 | ALLKGUSD | Allakos Inc | -0.2% | -5.98% | Trim |
| 39 | RPTX | Repare Therapeutics Inc | -0.2% | -6.16% | Trim |
| 40 | ISRG | Intuitive Surgical Inc | -0.2% | -45.55% | Trim |
| 41 | IMVT | Immunovant Inc | -0.3% | -0.76% | Trim |
| 42 | CTLTEUR | Catalent Inc | -0.5% | -42.53% | Trim |
| 43 | PEN | Penumbra Inc | -0.5% | -53.16% | Trim |
| 44 | CRL | Charles River Laboratories | -0.7% | EXIT | Sold out |
| 45 | CABA | Cabaletta Bio Inc | -0.8% | -67.78% | Trim |
| 46 | AUGX | Augmedix Inc | -1% | — | Unchanged |
| 47 | AM6 | Amicus Therapeutics Inc | -1.8% | -10.59% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.4% | EXIT | Sold out |
| 49 | ✓ | Rayzebio Inc | -4.1% | EXIT | Sold out |
| 50 | IMGNEUR | Immunogen Inc | -17.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Redmile Group, LLC reported a total U.S. public equity portfolio value of $1.5B across 77 disclosed positions in Q1 2024.
During Q1 2024, Redmile Group, LLC's top holdings by market value included KRYS (9.8%)、AM6 (5.7%)、IMNM (4.4%). The largest single position, KRYS, represented 9.8% of total portfolio value.
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Top New Position Initiated
SLN
市值: $43.8M
Top Position Liquidated / Trimmed
IMGNEUR
前期市值: $487.0M
In Q1 2024, Redmile Group, LLC made 46 total portfolio adjustments, initiating 15 new buys, adding to 13 positions, trimming 14 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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