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CIK: 0001425738
Total reported value
$1.5B
$1.5B
56 檔
30.7%
As reported in its official Q1 2025 Form 13F filing, Redmile Group, LLC's tracked investment portfolio stood at $1.5B with 56 total positions.
In Q1 2025, Redmile Group, LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 62 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SRRK, KRYS, AM6) accounted for 30.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | Stock-Other | 13.37% | -13.59% | -3.33% | |
| 2 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 12.57% | +4.25% | -2.06% | |
| 3 | AM6 | Amicus Therapeutics Inc | Stock-Other | 7.35% | — | +35.14% | |
| 4 | ZYME | Zymeworks Inc | Stock-Other | 5.39% | +0.04% | -1.06% | |
| 5 | NRIX | Nurix Therapeutics Inc | Stock-Other | 4.55% | -1.30% | -3.36% | |
| 6 | REPL | Replimune Group Inc | Stock-Other | 4.51% | — | -0.14% | |
| 7 | LIVN | LivaNova PLC | Stock-Other | 3.77% | +0.05% | -2.82% | |
| 8 | AKRO | Akero Therapeutics Inc | Stock-Other | 3.59% | — | -23.96% | |
| 9 | IMNM | Immunome Inc | Stock-Other | 3.41% | -1.06% | +11.04% | |
| 10 | RGNX | Regenxbio Inc | Stock-Other | 3.24% | +1.09% | — | |
| 11 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.97% | +0.73% | +5.35% | |
| 12 | STOK | Stoke Therapeutics Inc | Stock-Other | 2.82% | -0.31% | -2.34% | |
| 13 | KYMR | Kymera Therapeutics Inc | Stock-Other | 2.54% | — | -10.63% | |
| 14 | ✓ | Adc Therapeutics SA | Stock-Other | 2.09% | -3.01% | — | |
| 15 | BHVN | Biohaven Ltd. | Stock-Other | 1.97% | — | -4.10% | |
| 16 | ABSI | Absci CORP | Stock-Other | 1.96% | +3.60% | — | |
| 17 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.84% | — | -38.19% | |
| 18 | COGT | Cogent Biosciences Inc | Stock-Other | 1.82% | -0.44% | -9.53% | |
| 19 | NGNE | Neurogene Inc | Stock-Other | 1.45% | +1.03% | -0.89% | |
| 20 | ETNBGBP | 89bio Inc | Stock-Other | 1.30% | — | -12.95% | |
| 21 | ✓ | Establishment Labs Holdings In | Stock-Other | 1.29% | +0.12% | +4.75% | |
| 22 | ANNX | Annexon Inc | Stock-Other | 1.15% | -0.79% | — | |
| 23 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.01% | +0.53% | -4.16% | |
| 24 | FATE | Fate Therapeutics Inc | Stock-Other | 0.96% | +1.31% | — | |
| 25 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.83% | +0.45% | -13.68% | |
| 26 | IMVT | Immunovant Inc | Stock-Other | 0.79% | — | -14.24% | |
| 27 | CBLL | Ceribell Inc | Stock-Other | 0.79% | +0.04% | — | |
| 28 | ✓ | Rapt Therapeutics Inc | Stock-Other | 0.75% | — | — | |
| 29 | SLDB | Solid Biosciences Inc | Stock-Other | 0.71% | +0.35% | +228.19% | |
| 30 | PODD | Insulet CORP | Stock-Healthcare | 0.67% | — | +183.60% | |
| 31 | BNTX | Biontech Se-adr | Stock-Other | 0.63% | — | -12.46% | |
| 32 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.59% | +0.84% | -7.68% | |
| 33 | PEN | Penumbra Inc | Stock-Healthcare | 0.58% | — | -11.27% | |
| 34 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 0.56% | — | — | |
| 35 | KROS | Keros Therapeutics Inc | Stock-Other | 0.53% | — | — | |
| 36 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.52% | — | -8.42% | |
| 37 | NUVB | Nuvation Bio Inc | Stock-Other | 0.50% | +0.26% | — | |
| 38 | STTK | Shattuck Labs Inc | Stock-Other | 0.50% | +0.85% | — | |
| 39 | MASI* | Masimo CORP | Stock-Other | 0.41% | — | — | |
| 40 | PRME | Prime Medicine Inc | Stock-Other | 0.39% | -0.03% | — | |
| 41 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.38% | — | -6.01% | |
| 42 | 1K0 | Igm Biosciences Inc | Stock-Other | 0.32% | — | — | |
| 43 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.31% | — | -11.34% | |
| 44 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.30% | — | -16.68% | |
| 45 | PLRX | Pliant Therapeutics Inc | Stock-Other | 0.26% | — | -29.08% | |
| 46 | ✓ | Lava Therapeutics NV | Stock-Other | 0.25% | — | — | |
| 47 | ATRA | Atara Biotherapeutics Inc | Stock-Other | 0.25% | +0.20% | — | |
| 48 | XERS | Xeris Biopharma Holdings Inc | Stock-Other | 0.23% | — | — | |
| 49 | ALXO | Alx Oncology Holdings Inc | Stock-Other | 0.21% | -0.03% | -1.32% | |
| 50 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.18% | — | -1.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | +12.4% | -3.33% | Add |
| 2 | KRYS | Krystal Biotech Inc | +10.5% | -2.06% | Trim |
| 3 | AM6 | Amicus Therapeutics Inc | +4.4% | +35.14% | Trim |
| 4 | NRIX | Nurix Therapeutics Inc | +3.3% | -3.36% | Add |
| 5 | AKRO | Akero Therapeutics Inc | +2.6% | -23.96% | Trim |
| 6 | LIVN | LivaNova PLC | +2.4% | -2.82% | Trim |
| 7 | REPL | Replimune Group Inc | +2.1% | -0.14% | Add |
| 8 | RGNX | Regenxbio Inc | +2% | — | Add |
| 9 | STOK | Stoke Therapeutics Inc | +1.6% | -2.34% | Add |
| 10 | KYMR | Kymera Therapeutics Inc | +0.7% | -10.63% | Trim |
| 11 | ANNX | Annexon Inc | 0% | — | Add |
| 12 | NUVB | Nuvation Bio Inc | -0.1% | — | Trim |
| 13 | ✓ | Lava Therapeutics NV | -0.2% | — | Trim |
| 14 | CLDX | Celldex Therapeutics Inc | -0.5% | -4.16% | Trim |
| 15 | ALXO | Alx Oncology Holdings Inc | -0.5% | -1.32% | Add |
| 16 | ✓ | Adc Therapeutics SA | -0.6% | — | Add |
| 17 | BEAM | Beam Therapeutics Inc | -0.9% | +5.35% | Trim |
| 18 | RPTX | Repare Therapeutics Inc | -1% | -1.65% | Trim |
| 19 | PLRX | Pliant Therapeutics Inc | -1.1% | -29.08% | Trim |
| 20 | ✓ | Verve Therapeutics Inc | -1.2% | -8.42% | Trim |
| 21 | STTK | Shattuck Labs Inc | -1.9% | — | Trim |
| 22 | ALLKGUSD | Allakos Inc | -2.8% | -71.59% | Trim |
| 23 | 1K0 | Igm Biosciences Inc | -3.9% | — | Trim |
| 24 | FATE | Fate Therapeutics Inc | -15.7% | — | Trim |
| 25 | ARGX | Argenx Se - Adr | — | EXIT | Sold out |
| 26 | NVTA1EUR | Invitae CORP | — | EXIT | Sold out |
| 27 | DCPHEUR | Deciphera Pharmaceuticals In | — | EXIT | Sold out |
| 28 | JAZZ | Jazz Pharmaceuticals plc | — | EXIT | Sold out |
| 29 | MYOSUSD | Medavail Holdings Inc | — | EXIT | Sold out |
| 30 | OSH3USD | Oak Street Health Inc | — | EXIT | Sold out |
| 31 | SGENUSD | Seagen Inc | — | EXIT | Sold out |
| 32 | SKIN | Skinhealth Systems Inc | — | EXIT | Sold out |
| 33 | ATRAGBX | Atara Biotherapeutics Inc | — | EXIT | Sold out |
| 34 | NVROEUR | Nevro CORP | — | EXIT | Sold out |
| 35 | DXCM | Dexcom Inc | — | EXIT | Sold out |
| 36 | EPZMEUR | Epizyme Inc | — | EXIT | Sold out |
| 37 | PRTA | Prothena Corporation plc | — | EXIT | Sold out |
| 38 | ZYUSD | Zymergen Inc | — | EXIT | Sold out |
| 39 | IMGNEUR | Immunogen Inc | — | EXIT | Sold out |
| 40 | ZYME | Zymeworks Inc | — | NEW | New buy |
| 41 | ✓ | 1life Healthcare Inc | — | EXIT | Sold out |
| 42 | NGMUSD | Ngm Biopharmaceuticals Inc | — | EXIT | Sold out |
| 43 | TCRRUSD | Tcr2 Therapeutics Inc | — | EXIT | Sold out |
| 44 | GMAB | Genmab A/s -sp Adr | — | EXIT | Sold out |
| 45 | SLQT | Selectquote Inc | — | EXIT | Sold out |
| 46 | ICUI | Icu Medical Inc | — | EXIT | Sold out |
| 47 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 48 | CRL | Charles River Laboratories | — | EXIT | Sold out |
| 49 | CI | THE Cigna Group | — | EXIT | Sold out |
| 50 | UNH | Unitedhealth Group Inc | — | 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 56 disclosed positions in Q1 2025.
During Q1 2025, Redmile Group, LLC's top holdings by market value included SRRK (13.4%)、KRYS (12.6%)、AM6 (7.3%). The largest single position, SRRK, represented 13.4% of total portfolio value.
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Top New Position Initiated
ZYME
市值: $57.0M
Top Position Liquidated / Trimmed
ARGX
前期市值: $237.9M
In Q1 2025, Redmile Group, LLC made 118 total portfolio adjustments, initiating 32 new buys, adding to 8 positions, trimming 16 holdings, and fully liquidating 62 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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