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CIK: 0001425738
Total reported value
$1.5B
$1.5B
62 檔
35.6%
According to the latest 13F quarterly dataset, Redmile Group, LLC managed an equity portfolio of $1.5B at the end of Q4 2024, spanning 62 distinct U.S. exchange-listed positions.
In Q4 2024, Redmile Group, LLC adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | Stock-Other | 13.70% | -13.59% | -13.15% | |
| 2 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 8.22% | +4.25% | -7.04% | |
| 3 | NRIX | Nurix Therapeutics Inc | Stock-Other | 5.50% | -1.30% | -2.06% | |
| 4 | ZYME | Zymeworks Inc | Stock-Other | 4.94% | +0.04% | -5.12% | |
| 5 | AM6 | Amicus Therapeutics Inc | Stock-Other | 4.63% | — | -14.45% | |
| 6 | REPL | Replimune Group Inc | Stock-Other | 4.14% | — | +2.60% | |
| 7 | IMNM | Immunome Inc | Stock-Other | 3.57% | -1.06% | -1.26% | |
| 8 | STOK | Stoke Therapeutics Inc | Stock-Other | 3.53% | -0.31% | -2.54% | |
| 9 | LIVN | LivaNova PLC | Stock-Other | 3.37% | +0.05% | +19.26% | |
| 10 | KYMR | Kymera Therapeutics Inc | Stock-Other | 3.09% | — | -21.02% | |
| 11 | PLRX | Pliant Therapeutics Inc | Stock-Other | 2.66% | — | -9.45% | |
| 12 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.64% | +0.73% | -5.12% | |
| 13 | RGNX | Regenxbio Inc | Stock-Other | 2.58% | +1.09% | -2.01% | |
| 14 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.39% | — | -10.97% | |
| 15 | BHVN | Biohaven Ltd. | Stock-Other | 2.35% | — | -12.54% | |
| 16 | ANNX | Annexon Inc | Stock-Other | 2.25% | -0.79% | -1.97% | |
| 17 | ✓ | Adc Therapeutics SA | Stock-Other | 2.17% | -3.01% | -0.02% | |
| 18 | NGNE | Neurogene Inc | Stock-Other | 2.10% | +1.03% | +36.86% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.95% | — | -5.50% | |
| 20 | COGT | Cogent Biosciences Inc | Stock-Other | 1.93% | -0.44% | -20.73% | |
| 21 | ABSI | Absci CORP | Stock-Other | 1.51% | +3.60% | — | |
| 22 | FATE | Fate Therapeutics Inc | Stock-Other | 1.48% | +1.31% | -2.25% | |
| 23 | 1K0 | Igm Biosciences Inc | Stock-Other | 1.26% | — | -3.92% | |
| 24 | ETNBGBP | 89bio Inc | Stock-Other | 1.18% | — | +38.05% | |
| 25 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 1.15% | +0.84% | +26.33% | |
| 26 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.11% | +0.45% | -9.08% | |
| 27 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.08% | +0.53% | -6.30% | |
| 28 | ✓ | Establishment Labs Holdings In | Stock-Other | 1.03% | +0.12% | +22.29% | |
| 29 | IMVT | Immunovant Inc | Stock-Other | 0.99% | — | -10.96% | |
| 30 | CBLL | Ceribell Inc | Stock-Other | 0.79% | +0.04% | — | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.77% | — | -6.31% | |
| 32 | ✓ | Rapt Therapeutics Inc | Stock-Other | 0.71% | — | +1183.43% | |
| 33 | BNTX | Biontech Se-adr | Stock-Other | 0.66% | — | -45.96% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | — | -36.54% | |
| 35 | KROS | Keros Therapeutics Inc | Stock-Other | 0.61% | — | — | |
| 36 | NUVB | Nuvation Bio Inc | Stock-Other | 0.56% | +0.26% | — | |
| 37 | ARDX | Ardelyx Inc | Stock-Other | 0.56% | -0.07% | -5.09% | |
| 38 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.56% | — | — | |
| 39 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.52% | — | -4.71% | |
| 40 | STTK | Shattuck Labs Inc | Stock-Other | 0.47% | +0.85% | -1.35% | |
| 41 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.46% | — | -5.16% | |
| 42 | ALXO | Alx Oncology Holdings Inc | Stock-Other | 0.43% | -0.03% | -3.83% | |
| 43 | PEN | Penumbra Inc | Stock-Healthcare | 0.43% | — | +85.91% | |
| 44 | PRME | Prime Medicine Inc | Stock-Other | 0.42% | -0.03% | — | |
| 45 | ATRA | Atara Biotherapeutics Inc | Stock-Other | 0.41% | +0.20% | -2.34% | |
| 46 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.30% | — | -4.65% | |
| 47 | STXS | Stereotaxis Inc | Stock-Other | 0.29% | — | -14.65% | |
| 48 | ALLKGUSD | Allakos Inc | Stock-Other | 0.25% | — | -2.04% | |
| 49 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 0.22% | — | +11.38% | |
| 50 | ACIU | AC Immune SA | Stock-Other | 0.19% | — | -38.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | +11.2% | -13.15% | Trim |
| 2 | ZYME | Zymeworks Inc | +1.2% | -5.12% | Trim |
| 3 | REPL | Replimune Group Inc | +1.1% | +2.60% | Add |
| 4 | CBLL | Ceribell Inc | +0.8% | NEW | New buy |
| 5 | LIVN | LivaNova PLC | +0.7% | +19.26% | Add |
| 6 | ✓ | Rapt Therapeutics Inc | +0.7% | +1183.43% | Add |
| 7 | PLRX | Pliant Therapeutics Inc | +0.6% | -9.45% | Trim |
| 8 | ETNBGBP | 89bio Inc | +0.5% | +38.05% | Add |
| 9 | ✓ | Establishment Labs Holdings In | +0.4% | +22.29% | Add |
| 10 | BSX | Boston Scientific CORP | +0.3% | -5.50% | Trim |
| 11 | BEAM | Beam Therapeutics Inc | +0.3% | -5.12% | Trim |
| 12 | PEN | Penumbra Inc | +0.3% | +85.91% | Add |
| 13 | ATRA | Atara Biotherapeutics Inc | +0.2% | -2.34% | Trim |
| 14 | PODD | Insulet CORP | +0.2% | NEW | New buy |
| 15 | SLDB | Solid Biosciences Inc | +0.2% | NEW | New buy |
| 16 | NUVB | Nuvation Bio Inc | +0.2% | — | Unchanged |
| 17 | ALLKGUSD | Allakos Inc | +0.1% | -2.04% | Trim |
| 18 | ✓ | Verve Therapeutics Inc | +0.1% | -4.71% | Trim |
| 19 | STOK | Stoke Therapeutics Inc | +0.1% | -2.54% | Trim |
| 20 | SYK | Stryker CORP | +0.1% | -6.31% | Trim |
| 21 | AKRO | Akero Therapeutics Inc | 0% | -10.97% | Trim |
| 22 | STXS | Stereotaxis Inc | 0% | -14.65% | Trim |
| 23 | 698 | Achilles Therapeutics Pl-adr | 0% | — | Unchanged |
| 24 | ALXO | Alx Oncology Holdings Inc | 0% | -3.83% | Trim |
| 25 | CATBUSD | Astria Therapeutics Inc | 0% | +11.38% | Add |
| 26 | ANNX | Annexon Inc | 0% | -1.97% | Trim |
| 27 | CYTK | Cytokinetics Inc | — | -4.65% | Trim |
| 28 | ADAPY | Adaptimmune Therapeutics-adr | 0% | — | Unchanged |
| 29 | ✓ | 0% | — | Unchanged | |
| 30 | ORKA | Oruka Therapeutics Inc | 0% | — | Unchanged |
| 31 | ✓ | 0% | — | Unchanged | |
| 32 | PRME | Prime Medicine Inc | -0.1% | — | Unchanged |
| 33 | ✓ | Lava Therapeutics NV | -0.1% | — | Unchanged |
| 34 | BOLD | Boundless Bio Inc | -0.1% | -27.68% | Trim |
| 35 | XERS | Xeris Biopharma Holdings Inc | -0.1% | -56.90% | Trim |
| 36 | IMVT | Immunovant Inc | -0.1% | -10.96% | Trim |
| 37 | IVVD | Invivyd Inc | -0.1% | -1.74% | Trim |
| 38 | ARDX | Ardelyx Inc | -0.1% | -5.09% | Trim |
| 39 | CABA | Cabaletta Bio Inc | -0.1% | EXIT | Sold out |
| 40 | ISRG | Intuitive Surgical Inc | -0.2% | -36.54% | Trim |
| 41 | IDYA | Ideaya Biosciences Inc | -0.2% | -9.08% | Trim |
| 42 | NRIX | Nurix Therapeutics Inc | -0.2% | -2.06% | Trim |
| 43 | 2JQ | Gritstone Bio Inc | -0.2% | EXIT | Sold out |
| 44 | ACIU | AC Immune SA | -0.2% | -38.95% | Trim |
| 45 | RPTX | Repare Therapeutics Inc | -0.2% | -1.36% | Trim |
| 46 | CLDX | Celldex Therapeutics Inc | -0.2% | -6.30% | Trim |
| 47 | VTYXUSD | Ventyx Biosciences Inc | -0.3% | -94.11% | Trim |
| 48 | NGNE | Neurogene Inc | -0.3% | +36.86% | Add |
| 49 | FDMT | 4d Molecular Therapeutics In | -0.3% | -5.16% | Trim |
| 50 | ABSI | Absci CORP | -0.4% | — | Unchanged |
According to official SEC Form 13F filings, Redmile Group, LLC reported a total U.S. public equity portfolio value of $1.5B across 62 disclosed positions in Q4 2024.
During Q4 2024, Redmile Group, LLC's top holdings by market value included SRRK (13.7%)、KRYS (8.2%)、NRIX (5.5%). The largest single position, SRRK, represented 13.7% of total portfolio value.
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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 SRRK, KRYS, NRIX) accounted for 35.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
CBLL
市值: $11.3M
Top Position Liquidated / Trimmed
AUGX
前期市值: $38.5M
In Q4 2024, Redmile Group, LLC made 56 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 40 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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