§ 13F · FUND PROFILE
Redmile Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 35Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | 9.07M | $446M | 29.5% | +74% |
| 2 | KRYS | KRYSTAL BIOTECH INC | 674K | $174M | 11.5% | −1% |
| 3 | STOK | STOKE THERAPEUTICS INC | 4.16M | $136M | 9.0% | +3% |
| 4 | IMNM | IMMUNOME INC | 5.56M | $122M | 8.1% | −3% |
| 5 | NRIX | NURIX THERAPEUTICS INC | 7.73M | $120M | 7.9% | −4% |
| 6 | ANNX | ANNEXON INC | 14.55M | $81M | 5.3% | +45% |
| 7 | ADCT | ADC THERAPEUTICS SA | 15.47M | $58M | 3.8% | −1% |
| 8 | RGNX | REGENXBIO INC | 4.37M | $37M | 2.4% | ±0% |
| 9 | STTK | SHATTUCK LABS INC | 5.54M | $36M | 2.4% | ±0% |
| 10 | BEAM | BEAM THERAPEUTICS INC | 1.24M | $29M | 2.0% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDMILE SIGNAL
AC read
Redmile Group, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed