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CIK: 0001425738
Total reported value
$1.5B
$1.5B
40 檔
32.6%
According to the latest 13F quarterly dataset, Redmile Group, LLC managed an equity portfolio of $1.5B at the end of Q3 2025, spanning 40 distinct U.S. exchange-listed positions.
In Q3 2025, Redmile Group, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 17 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SRRK, KRYS, STOK) accounted for 32.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
RAPT
市值: $14.3M
Top Position Liquidated / Trimmed
KYMR
前期市值: $26.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | Stock-Other | 14.15% | -13.59% | -0.63% | |
| 2 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 11.36% | +4.25% | -0.31% | |
| 3 | STOK | Stoke Therapeutics Inc | Stock-Other | 9.55% | -0.31% | -4.58% | |
| 4 | ZYME | Zymeworks Inc | Stock-Other | 6.16% | +0.04% | -10.72% | |
| 5 | ✓ | Adc Therapeutics SA | Stock-Other | 6.10% | -3.01% | — | |
| 6 | IMNM | Immunome Inc | Stock-Other | 5.72% | -1.06% | +3.10% | |
| 7 | LIVN | LivaNova PLC | Stock-Other | 4.72% | +0.05% | -0.80% | |
| 8 | RGNX | Regenxbio Inc | Stock-Other | 4.41% | +1.09% | -1.72% | |
| 9 | AKRO | Akero Therapeutics Inc | Stock-Other | 3.45% | — | -3.42% | |
| 10 | NRIX | Nurix Therapeutics Inc | Stock-Other | 3.31% | -1.30% | -1.46% | |
| 11 | BEAM | Beam Therapeutics Inc | Stock-Other | 3.28% | +0.73% | -2.52% | |
| 12 | COGT | Cogent Biosciences Inc | Stock-Other | 3.09% | -0.44% | +52.56% | |
| 13 | ABSI | Absci CORP | Stock-Other | 2.44% | +3.60% | — | |
| 14 | NGNE | Neurogene Inc | Stock-Other | 2.19% | +1.03% | +1.75% | |
| 15 | ETNBGBP | 89bio Inc | Stock-Other | 2.11% | — | -4.66% | |
| 16 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.96% | +0.45% | +71.57% | |
| 17 | ANNX | Annexon Inc | Stock-Other | 1.87% | -0.79% | — | |
| 18 | FATE | Fate Therapeutics Inc | Stock-Other | 1.58% | +1.31% | — | |
| 19 | RAPT | Rapt Therapeutics Inc | Stock-Other | 1.39% | — | -12.38% | |
| 20 | STTK | Shattuck Labs Inc | Stock-Other | 1.29% | +0.85% | — | |
| 21 | SLDB | Solid Biosciences Inc | Stock-Other | 1.14% | +0.35% | -0.87% | |
| 22 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 1.09% | +0.84% | — | |
| 23 | NUVB | Nuvation Bio Inc | Stock-Other | 1.09% | +0.26% | — | |
| 24 | KROS | Keros Therapeutics Inc | Stock-Other | 0.85% | — | — | |
| 25 | CLDX | Celldex Therapeutics Inc | Stock-Other | 0.82% | +0.53% | -4.67% | |
| 26 | ATRA | Atara Biotherapeutics Inc | Stock-Other | 0.62% | +0.20% | — | |
| 27 | AM6 | Amicus Therapeutics Inc | Stock-Other | 0.60% | — | -34.64% | |
| 28 | ALXO | Alx Oncology Holdings Inc | Stock-Other | 0.59% | -0.03% | -1.72% | |
| 29 | ✓ | Establishment Labs Holdings In | Stock-Other | 0.52% | +0.12% | -5.22% | |
| 30 | CBLL | Ceribell Inc | Stock-Other | 0.49% | +0.04% | — | |
| 31 | XERS | Xeris Biopharma Holdings Inc | Stock-Other | 0.36% | — | — | |
| 32 | VTYXUSD | Ventyx Biosciences Inc | Stock-Other | 0.32% | — | -3.69% | |
| 33 | ✓ | Lava Therapeutics NV | Stock-Other | 0.31% | — | — | |
| 34 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.27% | — | — | |
| 35 | IVVD | Invivyd Inc | Stock-Other | 0.24% | -0.08% | — | |
| 36 | PLRX | Pliant Therapeutics Inc | Stock-Other | 0.23% | — | -2.50% | |
| 37 | REPL | Replimune Group Inc | Stock-Other | 0.22% | — | -88.51% | |
| 38 | PRME | Prime Medicine Inc | Stock-Other | 0.05% | -0.03% | -95.80% | |
| 39 | KLRS | Kalaris Therapeutics Inc | Stock-Other | 0.05% | — | — | |
| 40 | BOLD | Boundless Bio Inc | Stock-Other | 0.03% | — | -58.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics Inc | +6.7% | -4.58% | Trim |
| 2 | ✓ | Adc Therapeutics SA | +4% | — | Unchanged |
| 3 | IMNM | Immunome Inc | +2.3% | +3.10% | Trim |
| 4 | COGT | Cogent Biosciences Inc | +1.3% | +52.56% | Trim |
| 5 | RGNX | Regenxbio Inc | +1.2% | -1.72% | Trim |
| 6 | IDYA | Ideaya Biosciences Inc | +1.1% | +71.57% | Add |
| 7 | LIVN | LivaNova PLC | +1% | -0.80% | Trim |
| 8 | ETNBGBP | 89bio Inc | +0.8% | -4.66% | Trim |
| 9 | STTK | Shattuck Labs Inc | +0.8% | — | Unchanged |
| 10 | SRRK | Scholar Rock Holding CORP | +0.8% | -0.63% | Trim |
| 11 | ZYME | Zymeworks Inc | +0.8% | -10.72% | Trim |
| 12 | NGNE | Neurogene Inc | +0.7% | +1.75% | Trim |
| 13 | ANNX | Annexon Inc | +0.7% | — | Unchanged |
| 14 | FATE | Fate Therapeutics Inc | +0.6% | — | Unchanged |
| 15 | NUVB | Nuvation Bio Inc | +0.6% | — | Unchanged |
| 16 | SLN | Silence Therapeutics Plc-adr | +0.5% | — | Trim |
| 17 | ABSI | Absci CORP | +0.5% | — | Unchanged |
| 18 | SLDB | Solid Biosciences Inc | +0.4% | -0.87% | Trim |
| 19 | ALXO | Alx Oncology Holdings Inc | +0.4% | -1.72% | Trim |
| 20 | ATRA | Atara Biotherapeutics Inc | +0.4% | — | Unchanged |
| 21 | KROS | Keros Therapeutics Inc | +0.3% | — | Unchanged |
| 22 | BEAM | Beam Therapeutics Inc | +0.3% | -2.52% | Trim |
| 23 | VTYXUSD | Ventyx Biosciences Inc | +0.2% | -3.69% | Trim |
| 24 | XERS | Xeris Biopharma Holdings Inc | +0.1% | — | Unchanged |
| 25 | IVVD | Invivyd Inc | +0.1% | — | Unchanged |
| 26 | RPTX | Repare Therapeutics Inc | +0.1% | — | Trim |
| 27 | ✓ | Lava Therapeutics NV | +0.1% | — | Unchanged |
| 28 | KLRS | Kalaris Therapeutics Inc | 0% | — | Unchanged |
| 29 | PLRX | Pliant Therapeutics Inc | 0% | -2.50% | Trim |
| 30 | BOLD | Boundless Bio Inc | -0.1% | -58.33% | Trim |
| 31 | AKRO | Akero Therapeutics Inc | -0.1% | -3.42% | Trim |
| 32 | CLDX | Celldex Therapeutics Inc | -0.2% | -4.67% | Trim |
| 33 | CBLL | Ceribell Inc | -0.3% | — | Unchanged |
| 34 | PRME | Prime Medicine Inc | -0.3% | -95.80% | Trim |
| 35 | ✓ | Establishment Labs Holdings In | -0.8% | -5.22% | Trim |
| 36 | KRYS | Krystal Biotech Inc | -1.2% | -0.31% | Trim |
| 37 | NRIX | Nurix Therapeutics Inc | -1.2% | -1.46% | Trim |
| 38 | REPL | Replimune Group Inc | -4.3% | -88.51% | Trim |
| 39 | AM6 | Amicus Therapeutics Inc | -6.8% | -34.64% | Trim |
| 40 | KYMR | Kymera Therapeutics Inc | — | EXIT | Sold out |
| 41 | BHVN | Biohaven Ltd. | — | EXIT | Sold out |
| 42 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 43 | RAPT | Rapt Therapeutics Inc | — | NEW | New buy |
| 44 | IMVT | Immunovant Inc | — | EXIT | Sold out |
| 45 | ✓ | Rapt Therapeutics Inc | — | EXIT | Sold out |
| 46 | PODD | Insulet CORP | — | EXIT | Sold out |
| 47 | BNTX | Biontech Se-adr | — | EXIT | Sold out |
| 48 | PEN | Penumbra Inc | — | EXIT | Sold out |
| 49 | IRTC | Irhythm Holdings Inc | — | EXIT | Sold out |
| 50 | ✓ | Verve Therapeutics 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 40 disclosed positions in Q3 2025.
During Q3 2025, Redmile Group, LLC's top holdings by market value included SRRK (14.2%)、KRYS (11.4%)、STOK (9.6%). The largest single position, SRRK, represented 14.2% of total portfolio value.
In Q3 2025, Redmile Group, LLC made 44 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 25 holdings, and fully liquidating 17 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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