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CIK: 0001425738
Total reported value
$1.5B
$1.5B
48 檔
25.3%
In Q2 2025, Redmile Group, LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 48 disclosed stock positions.
In Q2 2025, Redmile Group, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SRRK, KRYS, ZYME) accounted for 25.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | Stock-Other | 14.81% | -13.59% | -10.67% | |
| 2 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 9.71% | +4.25% | -10.06% | |
| 3 | ZYME | Zymeworks Inc | Stock-Other | 5.54% | +0.04% | -13.33% | |
| 4 | STOK | Stoke Therapeutics Inc | Stock-Other | 5.29% | -0.31% | -2.45% | |
| 5 | IMNM | Immunome Inc | Stock-Other | 4.82% | -1.06% | -9.12% | |
| 6 | REPL | Replimune Group Inc | Stock-Other | 4.61% | — | -4.77% | |
| 7 | NRIX | Nurix Therapeutics Inc | Stock-Other | 4.53% | -1.30% | -7.87% | |
| 8 | LIVN | LivaNova PLC | Stock-Other | 4.48% | +0.05% | -7.88% | |
| 9 | ✓ | Adc Therapeutics SA | Stock-Other | 4.47% | -3.01% | — | |
| 10 | AKRO | Akero Therapeutics Inc | Stock-Other | 4.40% | — | -17.56% | |
| 11 | RGNX | Regenxbio Inc | Stock-Other | 4.17% | +1.09% | -0.40% | |
| 12 | KYMR | Kymera Therapeutics Inc | Stock-Other | 3.73% | — | -18.32% | |
| 13 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.58% | +0.73% | -11.61% | |
| 14 | ABSI | Absci CORP | Stock-Other | 2.26% | +3.60% | — | |
| 15 | NGNE | Neurogene Inc | Stock-Other | 2.03% | +1.03% | -2.40% | |
| 16 | HNGE | Hinge Health Inc-a | Stock-Other | 1.65% | — | — | |
| 17 | ETNBGBP | 89bio Inc | Stock-Other | 1.61% | — | -18.09% | |
| 18 | ANNX | Annexon Inc | Stock-Other | 1.61% | -0.79% | — | |
| 19 | FATE | Fate Therapeutics Inc | Stock-Other | 1.53% | +1.31% | — | |
| 20 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 1.34% | +0.84% | -2.27% | |
| 21 | COGT | Cogent Biosciences Inc | Stock-Other | 1.11% | -0.44% | -54.97% | |
| 22 | BHVN | Biohaven Ltd. | Stock-Other | 1.10% | — | -15.90% | |
| 23 | SLDB | Solid Biosciences Inc | Stock-Other | 0.99% | +0.35% | -5.11% | |
| 24 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.98% | — | -55.87% | |
| 25 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.97% | +0.45% | -19.10% | |
| 26 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.88% | — | -38.68% | |
| 27 | CBLL | Ceribell Inc | Stock-Other | 0.87% | +0.04% | — | |
| 28 | KROS | Keros Therapeutics Inc | Stock-Other | 0.79% | — | — | |
| 29 | CLDX | Celldex Therapeutics Inc | Stock-Other | 0.74% | +0.53% | -41.88% | |
| 30 | AM6 | Amicus Therapeutics Inc | Stock-Other | 0.73% | — | -87.53% | |
| 31 | NUVB | Nuvation Bio Inc | Stock-Other | 0.63% | +0.26% | — | |
| 32 | ✓ | Establishment Labs Holdings In | Stock-Other | 0.62% | +0.12% | -59.30% | |
| 33 | PRME | Prime Medicine Inc | Stock-Other | 0.55% | -0.03% | — | |
| 34 | RAPT | Rapt Therapeutics Inc | Stock-Other | 0.54% | — | — | |
| 35 | PEN | Penumbra Inc | Stock-Healthcare | 0.51% | — | -17.62% | |
| 36 | STTK | Shattuck Labs Inc | Stock-Other | 0.47% | +0.85% | — | |
| 37 | ATRA | Atara Biotherapeutics Inc | Stock-Other | 0.36% | +0.20% | — | |
| 38 | 1K0 | Igm Biosciences Inc | Stock-Other | 0.35% | — | — | |
| 39 | ✓ | Lava Therapeutics NV | Stock-Other | 0.29% | — | — | |
| 40 | VTYXUSD | Ventyx Biosciences Inc | Stock-Other | 0.25% | — | -29.00% | |
| 41 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.23% | — | -15.83% | |
| 42 | XERS | Xeris Biopharma Holdings Inc | Stock-Other | 0.22% | — | — | |
| 43 | PLRX | Pliant Therapeutics Inc | Stock-Other | 0.20% | — | -20.50% | |
| 44 | IVVD | Invivyd Inc | Stock-Other | 0.17% | -0.08% | — | |
| 45 | ALXO | Alx Oncology Holdings Inc | Stock-Other | 0.15% | -0.03% | -6.85% | |
| 46 | BOLD | Boundless Bio Inc | Stock-Other | 0.06% | — | -18.78% | |
| 47 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.04% | — | -88.75% | |
| 48 | KLRS | Kalaris Therapeutics Inc | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics Inc | +2.5% | -2.45% | Trim |
| 2 | ✓ | Adc Therapeutics SA | +2.4% | — | Unchanged |
| 3 | HNGE | Hinge Health Inc-a | +1.7% | NEW | New buy |
| 4 | SRRK | Scholar Rock Holding CORP | +1.4% | -10.67% | Trim |
| 5 | IMNM | Immunome Inc | +1.4% | -9.12% | Trim |
| 6 | KYMR | Kymera Therapeutics Inc | +1.2% | -18.32% | Trim |
| 7 | RGNX | Regenxbio Inc | +0.9% | -0.40% | Trim |
| 8 | AKRO | Akero Therapeutics Inc | +0.8% | -17.56% | Trim |
| 9 | SLN | Silence Therapeutics Plc-adr | +0.8% | -2.27% | Trim |
| 10 | LIVN | LivaNova PLC | +0.7% | -7.88% | Trim |
| 11 | NGNE | Neurogene Inc | +0.6% | -2.40% | Trim |
| 12 | FATE | Fate Therapeutics Inc | +0.6% | — | Unchanged |
| 13 | RAPT | Rapt Therapeutics Inc | +0.5% | NEW | New buy |
| 14 | ANNX | Annexon Inc | +0.5% | — | Unchanged |
| 15 | ✓ | Verve Therapeutics Inc | +0.4% | -38.68% | Trim |
| 16 | ETNBGBP | 89bio Inc | +0.3% | -18.09% | Trim |
| 17 | ABSI | Absci CORP | +0.3% | — | Unchanged |
| 18 | SLDB | Solid Biosciences Inc | +0.3% | -5.11% | Trim |
| 19 | KROS | Keros Therapeutics Inc | +0.3% | — | Unchanged |
| 20 | PRME | Prime Medicine Inc | +0.2% | — | Unchanged |
| 21 | ZYME | Zymeworks Inc | +0.2% | -13.33% | Trim |
| 22 | IDYA | Ideaya Biosciences Inc | +0.1% | -19.10% | Trim |
| 23 | NUVB | Nuvation Bio Inc | +0.1% | — | Unchanged |
| 24 | ATRA | Atara Biotherapeutics Inc | +0.1% | — | Unchanged |
| 25 | REPL | Replimune Group Inc | +0.1% | -4.77% | Trim |
| 26 | VTYXUSD | Ventyx Biosciences Inc | +0.1% | -29.00% | Trim |
| 27 | CBLL | Ceribell Inc | +0.1% | — | Unchanged |
| 28 | RPTX | Repare Therapeutics Inc | +0.1% | -15.83% | Trim |
| 29 | IVVD | Invivyd Inc | 0% | — | Unchanged |
| 30 | ✓ | Lava Therapeutics NV | 0% | — | Unchanged |
| 31 | 1K0 | Igm Biosciences Inc | 0% | — | Unchanged |
| 32 | XERS | Xeris Biopharma Holdings Inc | 0% | — | Unchanged |
| 33 | NRIX | Nurix Therapeutics Inc | 0% | -7.87% | Trim |
| 34 | ALLKGUSD | Allakos Inc | 0% | EXIT | Sold out |
| 35 | STTK | Shattuck Labs Inc | 0% | — | Unchanged |
| 36 | BOLD | Boundless Bio Inc | 0% | -18.78% | Trim |
| 37 | KLRS | Kalaris Therapeutics Inc | 0% | — | Unchanged |
| 38 | PLRX | Pliant Therapeutics Inc | -0.1% | -20.50% | Trim |
| 39 | ALXO | Alx Oncology Holdings Inc | -0.1% | -6.85% | Trim |
| 40 | PEN | Penumbra Inc | -0.1% | -17.62% | Trim |
| 41 | CATBUSD | Astria Therapeutics Inc | -0.1% | EXIT | Sold out |
| 42 | FDMT | 4d Molecular Therapeutics In | -0.3% | -88.75% | Trim |
| 43 | CLDX | Celldex Therapeutics Inc | -0.3% | -41.88% | Trim |
| 44 | CYTK | Cytokinetics Inc | -0.3% | EXIT | Sold out |
| 45 | ORKA | Oruka Therapeutics Inc | -0.4% | EXIT | Sold out |
| 46 | BEAM | Beam Therapeutics Inc | -0.4% | -11.61% | Trim |
| 47 | MASI* | Masimo CORP | -0.4% | EXIT | Sold out |
| 48 | IRTC | Irhythm Holdings Inc | -0.6% | EXIT | Sold out |
| 49 | BNTX | Biontech Se-adr | -0.6% | EXIT | Sold out |
| 50 | ✓ | Establishment Labs Holdings In | -0.7% | -59.30% | Trim |
According to official SEC Form 13F filings, Redmile Group, LLC reported a total U.S. public equity portfolio value of $1.5B across 48 disclosed positions in Q2 2025.
During Q2 2025, Redmile Group, LLC's top holdings by market value included SRRK (14.8%)、KRYS (9.7%)、ZYME (5.5%). The largest single position, SRRK, represented 14.8% of total portfolio value.
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Top New Position Initiated
HNGE
市值: $15.5M
Top Position Liquidated / Trimmed
IMVT
前期市值: $8.4M
In Q2 2025, Redmile Group, LLC made 43 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 31 holdings, and fully liquidating 10 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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