RG

Redmile Group, LLC

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 35

Redmile Group, LLC disclosed 35 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 36.2%.

Personality snowflake

Concentration
51.6
Portfolio Stability
36.17
Momentum/Contrarian
100
Sector conviction
100
Diversification
70
Sizing Uniformity
80.98

Recent moves

  • Add SRRK

    +73.7%　$215.7M

  • Trim NRIX

    -4.5%　-$33.7M

  • Trim RGNX

    0.0%　-$26.3M

  • Trim COGT

    -52.2%　-$24.6M

  • Add ANNX

    +44.8%　$30.2M

  • Trim NUVB

    -0.3%　-$14.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SRRKScholar Rock Holding CORPStock-Other29.51%+12.57%+73.66%
2KRYSKrystal Biotech INCStock-Healthcare11.52%-0.78%-0.62%
3STOKStoke Therapeutics INCStock-Other8.98%-0.45%+3.22%
4IMNMImmunome INCStock-Other8.05%-1.00%-2.79%
5NRIXNurix Therapeutics INCStock-Other7.94%-3.37%-4.46%
6ANNXAnnexon INCStock-Other5.34%+1.62%+44.76%
7✓ Adc Therapeutics SAStock-Other3.84%-0.23%-1.25%
8RGNXRegenxbio INCStock-Other2.42%-2.21%—
9STTKShattuck Labs INCStock-Other2.36%+0.87%—
10BEAMBeam Therapeutics INCStock-Other1.95%-0.67%-3.75%
11NGNENeurogene INCStock-Other1.95%-0.26%—
12COGTCogent Biosciences INCStock-Other1.75%-2.01%-52.15%
13ABSIAbsci CORPStock-Other1.64%-0.48%—
14IDYAIdeaya Biosciences INCStock-Other1.15%-0.74%-29.77%
15ALXOAlx Oncology Holdings INCStock-Other1.06%+0.79%+143.95%
16FATEFate Therapeutics INCStock-Other1.02%+0.09%—
17XENEXenon Pharmaceuticals INCStock-Other1.01%+0.57%+96.20%
18SLDBSolid Biosciences INCStock-Other0.96%+0.19%+8.13%
19NUVBNuvation Bio INCStock-Other0.90%-1.19%-0.32%
20ZYMEZymeworks INCStock-Other0.82%-0.13%—
21SLNSilence Therapeutics Plc-adrStock-Other0.76%-0.21%—
22DBVTDbv Technologies Sa-spon AdrStock-Other0.68%-0.10%-10.64%
23BMRNBiomarin Pharmaceutical INCStock-Healthcare0.65%+0.65%NEW
24CLDXCelldex Therapeutics INCStock-Other0.55%-0.02%-7.69%
25CBLLCeribell INCStock-Other0.47%-0.23%-11.13%
26LIVNLivaNova PLCStock-Other0.46%-0.07%-8.22%
27✓ Establishment Labs Hldgs INCStock-Other0.39%-0.21%-8.17%
28PRMEPrime Medicine INCStock-Other0.37%+0.37%NEW
29ORICOric Pharmaceuticals INCStock-Other0.35%+0.08%-7.23%
30EPRXEupraxia Pharmaceuticals INCStock-Other0.34%+0.34%NEW
31ARDXArdelyx INCStock-Other0.29%+0.29%NEW
32IVVDInvivyd INCStock-Other0.23%-0.26%-1.21%
33ATRAAtara Biotherapeutics INCStock-Other0.14%-0.45%—
34AGMBAgomab Therapeutics NVStock-Other0.11%+0.11%NEW
35PLRXPliant Therapeutics INCStock-Other0.06%-0.09%-52.23%

Holding changes this quarter

Redmile Group, LLC's most significant position changes for 2026-03-31: Sold out: Rapt Therapeutics INC (RAPT); Sold out: Replimune Group INC (REPL); New buy: Biomarin Pharmaceutical INC (BMRN); New buy: Prime Medicine INC (PRME); New buy: Eupraxia Pharmaceuticals INC (EPRX).

Position changes disclosed by Redmile Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SRRKScholar Rock Holding CORP+12.6%+73.66%Add
2ANNXAnnexon INC+1.6%+44.76%Add
3STTKShattuck Labs INC+0.9%—Unchanged
4ALXOAlx Oncology Holdings INC+0.8%+143.95%Add
5XENEXenon Pharmaceuticals INC+0.6%+96.20%Add
6SLDBSolid Biosciences INC+0.2%+8.13%Add
7FATEFate Therapeutics INC+0.1%—Unchanged
8ORICOric Pharmaceuticals INC+0.1%-7.23%Trim
9CLDXCelldex Therapeutics INC0%-7.69%Trim
10LIVNLivaNova PLC-0.1%-8.22%Trim
11PLRXPliant Therapeutics INC-0.1%-52.23%Trim
12DBVTDbv Technologies Sa-spon Adr-0.1%-10.64%Trim
13ZYMEZymeworks INC-0.1%—Unchanged
14✓ Establishment Labs Hldgs INC-0.2%-8.17%Trim
15SLNSilence Therapeutics Plc-adr-0.2%—Unchanged
16✓ Adc Therapeutics SA-0.2%-1.25%Trim
17CBLLCeribell INC-0.2%-11.13%Trim
18IVVDInvivyd INC-0.3%-1.21%Trim
19NGNENeurogene INC-0.3%—Unchanged
20STOKStoke Therapeutics INC-0.5%+3.22%Add
21ATRAAtara Biotherapeutics INC-0.5%—Unchanged
22ABSIAbsci CORP-0.5%—Unchanged
23BEAMBeam Therapeutics INC-0.7%-3.75%Trim
24IDYAIdeaya Biosciences INC-0.7%-29.77%Trim
25KRYSKrystal Biotech INC-0.8%-0.62%Trim
26IMNMImmunome INC-1%-2.79%Trim
27NUVBNuvation Bio INC-1.2%-0.32%Trim
28COGTCogent Biosciences INC-2%-52.15%Trim
29RGNXRegenxbio INC-2.2%—Unchanged
30NRIXNurix Therapeutics INC-3.4%-4.46%Trim
31RAPTRapt Therapeutics INC—EXITSold out
32REPLReplimune Group INC—EXITSold out
33BMRNBiomarin Pharmaceutical INC—NEWNew buy
34PRMEPrime Medicine INC—NEWNew buy
35EPRXEupraxia Pharmaceuticals INC—NEWNew buy
36ARDXArdelyx INC—NEWNew buy
37RPTXRepare Therapeutics INC—EXITSold out
38AGMBAgomab Therapeutics NV—NEWNew buy
39KLRSKalaris Therapeutics INC—EXITSold out

FAQ

What is Redmile Group, LLC and what type of investor is it?
Redmile Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 35 disclosed positions.
What are Redmile Group, LLC's largest equity positions?
Based on the latest 13F filing, Redmile Group, LLC's top holdings by market value are: 1. Scholar Rock Holding CORP (SRRK) — $445.7M (29.5%) 2. Krystal Biotech INC (KRYS) — $174.0M (11.5%) 3. Stoke Therapeutics INC (STOK) — $135.6M (9.0%) 4. Immunome INC (IMNM) — $121.6M (8.1%) 5. Nurix Therapeutics INC (NRIX) — $119.9M (7.9%)
What changes did Redmile Group, LLC make in its most recent portfolio filing?
In the latest reported quarter, Redmile Group, LLC made 31 notable position adjustments: 5 new positions were initiated, 6 existing holdings were added to, 16 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Rapt Therapeutics INC (RAPT); Sold out: Replimune Group INC (REPL); New buy: Biomarin Pharmaceutical INC (BMRN); New buy: Prime Medicine INC (PRME); New buy: Eupraxia Pharmaceuticals INC (EPRX)
What sectors does Redmile Group, LLC focus on?
Redmile Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 100.0%