§ 13F · FUND PROFILE
Redmile Group, LLC.
AUM · $1.5B (13F)Positions · 39Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$41M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | 4.31M | $237M | 15.9% | −52% |
| 2 | KRYS | KRYSTAL BIOTECH INC | 632K | $235M | 15.8% | −6% |
| 3 | STOK | STOKE THERAPEUTICS INC | 3.95M | $129M | 8.7% | −5% |
| 4 | IMNM | IMMUNOME INC | 4.91M | $104M | 7.0% | −12% |
| 5 | NRIX | NURIX THERAPEUTICS INC | 4.07M | $99M | 6.6% | −47% |
| 6 | ABSI | ABSCI CORPORATION | 6.74M | $78M | 5.2% | −18% |
| 7 | ANNX | ANNEXON INC | 11.87M | $68M | 4.6% | −18% |
| 8 | RGNX | REGENXBIO INC | 4.37M | $52M | 3.5% | ±0% |
| 9 | STTK | SHATTUCK LABS INC | 6.89M | $48M | 3.2% | +24% |
| 10 | NGNE | NEUROGENE INC | 1.41M | $44M | 3.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDMILE SIGNAL
AC read
Redmile Group, LLC is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 39 positions.
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