§ 13F · FUND PROFILE
Redmile Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 34Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1357.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | 5.22M | $230.0T | 16.9% | NEW |
| 2 | KRYS | KRYSTAL BIOTECH INC | 678K | $167.1T | 12.3% | NEW |
| 3 | NRIX | NURIX THERAPEUTICS INC | 8.09M | $153.5T | 11.3% | NEW |
| 4 | STOK | STOKE THERAPEUTICS INC | 4.03M | $128.0T | 9.4% | NEW |
| 5 | IMNM | IMMUNOME INC | 5.72M | $122.8T | 9.0% | NEW |
| 6 | RGNX | REGENXBIO INC | 4.37M | $62.9T | 4.6% | NEW |
| 7 | ADCT | ADC THERAPEUTICS SA | 15.67M | $55.3T | 4.1% | NEW |
| 8 | COGT | COGENT BIOSCIENCES INC | 1.44M | $51.1T | 3.8% | NEW |
| 9 | ANNX | ANNEXON INC | 10.05M | $50.5T | 3.7% | NEW |
| 10 | BEAM | BEAM THERAPEUTICS INC | 1.29M | $35.6T | 2.6% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed