13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001425738
Total reported value
$1.5B
$1.5B
63 檔
31.5%
During the Q3 2024 filing period, Redmile Group, LLC (CIK: 0001425738) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 63 reported positions.
In Q3 2024, Redmile Group, LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 8.69% | +4.25% | -20.65% | |
| 2 | NRIX | Nurix Therapeutics Inc | Stock-Other | 5.67% | -1.30% | -3.22% | |
| 3 | AM6 | Amicus Therapeutics Inc | Stock-Other | 5.19% | — | -22.17% | |
| 4 | IMNM | Immunome Inc | Stock-Other | 4.21% | -1.06% | — | |
| 5 | KYMR | Kymera Therapeutics Inc | Stock-Other | 3.88% | — | -11.78% | |
| 6 | ZYME | Zymeworks Inc | Stock-Other | 3.77% | +0.04% | -2.09% | |
| 7 | STOK | Stoke Therapeutics Inc | Stock-Other | 3.41% | -0.31% | -0.16% | |
| 8 | REPL | Replimune Group Inc | Stock-Other | 3.09% | — | -14.04% | |
| 9 | BHVN | Biohaven Ltd. | Stock-Other | 3.04% | — | -4.91% | |
| 10 | RGNX | Regenxbio Inc | Stock-Other | 3.02% | +1.09% | +7.07% | |
| 11 | 1K0 | Igm Biosciences Inc | Stock-Other | 2.99% | — | — | |
| 12 | ✓ | Adc Therapeutics SA | Stock-Other | 2.91% | -3.01% | +2.62% | |
| 13 | COGT | Cogent Biosciences Inc | Stock-Other | 2.85% | -0.44% | -6.57% | |
| 14 | FATE | Fate Therapeutics Inc | Stock-Other | 2.72% | +1.31% | — | |
| 15 | LIVN | LivaNova PLC | Stock-Other | 2.71% | +0.05% | -5.86% | |
| 16 | SRRK | Scholar Rock Holding CORP | Stock-Other | 2.47% | -13.59% | -3.93% | |
| 17 | NGNE | Neurogene Inc | Stock-Other | 2.38% | +1.03% | -4.87% | |
| 18 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.35% | — | -14.06% | |
| 19 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.33% | +0.73% | -5.40% | |
| 20 | AUGX | Augmedix Inc | Stock-Other | 2.27% | — | — | |
| 21 | ANNX | Annexon Inc | Stock-Other | 2.24% | -0.79% | — | |
| 22 | CTLTEUR | Catalent Inc | Stock-Other | 2.13% | — | — | |
| 23 | PLRX | Pliant Therapeutics Inc | Stock-Other | 2.11% | — | -0.38% | |
| 24 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 2.03% | +0.84% | -5.71% | |
| 25 | KROS | Keros Therapeutics Inc | Stock-Other | 1.89% | — | — | |
| 26 | ABSI | Absci CORP | Stock-Other | 1.86% | +3.60% | — | |
| 27 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.63% | — | -15.22% | |
| 28 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.32% | +0.53% | -8.56% | |
| 29 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.27% | +0.45% | -10.32% | |
| 30 | STTK | Shattuck Labs Inc | Stock-Other | 1.15% | +0.85% | — | |
| 31 | BNTX | Biontech Se-adr | Stock-Other | 1.08% | — | — | |
| 32 | IMVT | Immunovant Inc | Stock-Other | 1.08% | — | -10.82% | |
| 33 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.80% | — | +17.57% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.77% | — | -32.99% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.70% | — | -17.08% | |
| 36 | ETNBGBP | 89bio Inc | Stock-Other | 0.68% | — | -10.07% | |
| 37 | ARDX | Ardelyx Inc | Stock-Other | 0.67% | -0.07% | -11.73% | |
| 38 | ✓ | Establishment Labs Holdings In | Stock-Other | 0.67% | +0.12% | +22.90% | |
| 39 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.59% | — | — | |
| 40 | PRME | Prime Medicine Inc | Stock-Other | 0.47% | -0.03% | — | |
| 41 | ALXO | Alx Oncology Holdings Inc | Stock-Other | 0.41% | -0.03% | -4.95% | |
| 42 | NUVB | Nuvation Bio Inc | Stock-Other | 0.41% | +0.26% | — | |
| 43 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.39% | — | -5.47% | |
| 44 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.39% | — | — | |
| 45 | ACIU | AC Immune SA | Stock-Other | 0.38% | — | -6.28% | |
| 46 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.30% | — | -13.19% | |
| 47 | VTYXUSD | Ventyx Biosciences Inc | Stock-Other | 0.27% | — | -2.63% | |
| 48 | STXS | Stereotaxis Inc | Stock-Other | 0.25% | — | — | |
| 49 | ATRA | Atara Biotherapeutics Inc | Stock-Other | 0.22% | +0.20% | — | |
| 50 | BOLD | Boundless Bio Inc | Stock-Other | 0.21% | — | -1.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | 1K0 | Igm Biosciences Inc | +1.7% | — | Unchanged |
| 2 | AUGX | Augmedix Inc | +1.4% | — | Unchanged |
| 3 | ZYME | Zymeworks Inc | +1.1% | -2.09% | Trim |
| 4 | BNTX | Biontech Se-adr | +1.1% | NEW | New buy |
| 5 | KYMR | Kymera Therapeutics Inc | +1% | -11.78% | Trim |
| 6 | BHVN | Biohaven Ltd. | +0.8% | -4.91% | Trim |
| 7 | IMNM | Immunome Inc | +0.6% | — | Unchanged |
| 8 | ORKA | Oruka Therapeutics Inc | +0.6% | NEW | New buy |
| 9 | COGT | Cogent Biosciences Inc | +0.4% | -6.57% | Trim |
| 10 | KROS | Keros Therapeutics Inc | +0.4% | — | Unchanged |
| 11 | ANNX | Annexon Inc | +0.3% | — | Unchanged |
| 12 | ABSI | Absci CORP | +0.3% | — | Unchanged |
| 13 | CATBUSD | Astria Therapeutics Inc | +0.2% | NEW | New buy |
| 14 | PEN | Penumbra Inc | +0.2% | NEW | New buy |
| 15 | NGNE | Neurogene Inc | +0.2% | -4.87% | Trim |
| 16 | FATE | Fate Therapeutics Inc | +0.1% | — | Unchanged |
| 17 | CTLTEUR | Catalent Inc | +0.1% | — | Unchanged |
| 18 | NRIX | Nurix Therapeutics Inc | +0.1% | -3.22% | Trim |
| 19 | ✓ | Establishment Labs Holdings In | +0.1% | +22.90% | Add |
| 20 | REPL | Replimune Group Inc | +0.1% | -14.04% | Trim |
| 21 | AKRO | Akero Therapeutics Inc | +0.1% | -14.06% | Trim |
| 22 | XERS | Xeris Biopharma Holdings Inc | 0% | — | Unchanged |
| 23 | ✓ | 0% | NEW | New buy | |
| 24 | PLRX | Pliant Therapeutics Inc | 0% | -0.38% | Trim |
| 25 | STXS | Stereotaxis Inc | 0% | — | Unchanged |
| 26 | 698 | Achilles Therapeutics Pl-adr | 0% | — | Unchanged |
| 27 | ✓ | 0% | — | Unchanged | |
| 28 | RPTX | Repare Therapeutics Inc | — | — | Unchanged |
| 29 | ADAPY | Adaptimmune Therapeutics-adr | — | — | Unchanged |
| 30 | ✓ | Adc Therapeutics SA | 0% | +2.62% | Add |
| 31 | TKNO | Alpha Teknova Inc | 0% | EXIT | Sold out |
| 32 | ATRA | Atara Biotherapeutics Inc | 0% | — | Unchanged |
| 33 | 2JQ | Gritstone Bio Inc | 0% | -3.67% | Trim |
| 34 | IVVD | Invivyd Inc | 0% | — | Unchanged |
| 35 | BOLD | Boundless Bio Inc | 0% | -1.07% | Trim |
| 36 | VTYXUSD | Ventyx Biosciences Inc | 0% | -2.63% | Trim |
| 37 | ✓ | Lava Therapeutics NV | 0% | — | Unchanged |
| 38 | LAB | Standard Biotools Inc | 0% | EXIT | Sold out |
| 39 | ✓ | Hookipa Pharma | 0% | EXIT | Sold out |
| 40 | ✓ | Rapt Therapeutics Inc | 0% | -5.99% | Trim |
| 41 | ✓ | Verve Therapeutics Inc | 0% | -5.47% | Trim |
| 42 | ACIU | AC Immune SA | -0.1% | -6.28% | Trim |
| 43 | ALLKGUSD | Allakos Inc | -0.1% | — | Unchanged |
| 44 | CYTK | Cytokinetics Inc | -0.1% | -13.19% | Trim |
| 45 | IMVT | Immunovant Inc | -0.1% | -10.82% | Trim |
| 46 | CABA | Cabaletta Bio Inc | -0.1% | — | Unchanged |
| 47 | BEAM | Beam Therapeutics Inc | -0.1% | -5.40% | Trim |
| 48 | SYK | Stryker CORP | -0.1% | -17.08% | Trim |
| 49 | NUVB | Nuvation Bio Inc | -0.1% | — | Unchanged |
| 50 | STTK | Shattuck Labs Inc | -0.2% | — | Unchanged |
According to official SEC Form 13F filings, Redmile Group, LLC reported a total U.S. public equity portfolio value of $1.5B across 63 disclosed positions in Q3 2024.
During Q3 2024, Redmile Group, LLC's top holdings by market value included KRYS (8.7%)、NRIX (5.7%)、AM6 (5.2%). The largest single position, KRYS, represented 8.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including KRYS, NRIX, AM6) accounted for 31.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
BNTX
市值: $18.3M
Top Position Liquidated / Trimmed
2655787D
前期市值: $10.2M
In Q3 2024, Redmile Group, LLC made 46 total portfolio adjustments, initiating 5 new buys, adding to 4 positions, trimming 32 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.