Redmile Group
LARKSPUR, CAfiles as Redmile Group, LLC
$1.5bn in 39 US stocks at the end of 30 June 2026. The top 10 are 73.5% of the money. It changed about 21.2% of the portfolio this quarter.
Value
$1.5bn
Stocks
39
Top 10 share
73.5%
Turnover
21.2%
What changed this quarter
New
Bought for the first time this quarter.
- Climb BioCLYM1.1% of the fund
- Aura BiosciencesAURA0.8% of the fund
- Odyssey TherapeuticsODTX0.5% of the fund
- InsmedINSM0.4% of the fund
Added
Bought more of a stock they already held.
- Shattuck LabsSTTK3.2% of the fund+24%
- AgomAb Therapeutics NVAGMB2.4% of the fund+1650%
- IDEAYA BiosciencesIDYA1.6% of the fund+23%
- Celldex TherapeuticsCLDX1.1% of the fund+66%
- Biomarin PharmaceuticalBMRN1.0% of the fund+53%
Cut
Sold some of their stake.
- Scholar Rock HoldingSRRK15.9% of the fund-52%
- Krystal BiotechKRYS15.8% of the fund-6%
- Stoke TherapeuticsSTOK8.7% of the fund-5%
- ImmunomeIMNM7.0% of the fund-12%
- Nurix TherapeuticsNRIX6.6% of the fund-47%
- AbsciABSI5.2% of the fund-18%
- AnnexonANNX4.6% of the fund-18%
- NeurogeneNGNE3.0% of the fund-3%
- Beam TherapeuticsBEAM2.7% of the fund-6%
- Cogent BiosciencesCOGT1.3% of the fund-27%
- Solid BiosciencesSLDB1.3% of the fund-3%
- Nuvation BioNUVB1.2% of the fund-4%
- ALX Oncology HoldingsALXO1.0% of the fund-7%
- Xenon PharmaceuticalsXENE0.9% of the fund-13%
- ADC Therapeutics SAADCT0.8% of the fund-25%
- LivaNovaLIVN0.5% of the fund-14%
- Establishment Labs HoldingsESTA0.5% of the fund-14%
- DBV Technologies S ADBVT0.5% of the fund-16%
- Prime MedicinePRME0.3% of the fund-13%
- Eupraxia PharmaceuticalsEPRX0.3% of the fund-13%
- Oric PharmaceuticalsORIC0.3% of the fund-13%
- ArdelyxARDX0.2% of the fund-12%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Odyssey TherapeuticsODTX
- Share
- 0.5%
- Value
- $8m
- Shares
- 425,000
New
- DBV Technologies S ADBVT
- Share
- 0.5%
- Value
- $7m
- Shares
- 410,440
-16%
- Eupraxia PharmaceuticalsEPRX
- Share
- 0.3%
- Value
- $4m
- Shares
- 611,400
-13%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Scholar Rock HoldingSRRK | 15.9% | $237m | 4,311,092 | -52% |
| Krystal BiotechKRYS | 15.8% | $235m | 632,005 | -6% |
| Stoke TherapeuticsSTOK | 8.7% | $129m | 3,945,920 | -5% |
| ImmunomeIMNM | 7.0% | $104m | 4,911,590 | -12% |
| Nurix TherapeuticsNRIX | 6.6% | $99m | 4,073,787 | -47% |
| AbsciABSI | 5.2% | $78m | 6,739,675 | -18% |
| AnnexonANNX | 4.6% | $68m | 11,869,877 | -18% |
| RegenxbioRGNX | 3.5% | $52m | 4,368,804 | Held |
| Shattuck LabsSTTK | 3.2% | $48m | 6,892,033 | +24% |
| NeurogeneNGNE | 3.0% | $44m | 1,412,199 | -3% |
| Beam TherapeuticsBEAM | 2.7% | $40m | 1,164,259 | -6% |
| AgomAb Therapeutics NVAGMB | 2.4% | $35m | 2,733,926 | +1650% |
| Fate TherapeuticsFATE | 2.3% | $35m | 12,872,946 | Held |
| IDEAYA BiosciencesIDYA | 1.6% | $24m | 640,202 | +23% |
| Silence TherapeuticsSLN | 1.6% | $24m | 2,164,777 | Held |
| Cogent BiosciencesCOGT | 1.3% | $19m | 503,321 | -27% |
| Solid BiosciencesSLDB | 1.3% | $19m | 1,948,695 | -3% |
| Nuvation BioNUVB | 1.2% | $17m | 3,031,009 | -4% |
| Celldex TherapeuticsCLDX | 1.1% | $16m | 433,921 | +66% |
| Climb BioCLYM | 1.1% | $16m | 1,226,330 | New |
| ALX Oncology HoldingsALXO | 1.0% | $15m | 7,392,504 | -7% |
| Biomarin PharmaceuticalBMRN | 1.0% | $15m | 265,169 | +53% |
| Xenon PharmaceuticalsXENE | 0.9% | $14m | 229,374 | -13% |
| ZymeworksZYME | 0.9% | $13m | 491,654 | Held |
| ADC Therapeutics SAADCT | 0.8% | $12m | 11,526,710 | -25% |
| Aura BiosciencesAURA | 0.8% | $12m | 1,666,667 | New |
| Odyssey TherapeuticsODTX | 0.5% | $8m | 425,000 | New |
| LivaNovaLIVN | 0.5% | $8m | 93,154 | -14% |
| Establishment Labs HoldingsESTA | 0.5% | $8m | 88,964 | -14% |
| CeribellCBLL | 0.5% | $8m | 386,786 | Held |
| DBV Technologies S ADBVT | 0.5% | $7m | 410,440 | -16% |
| InsmedINSM | 0.4% | $5m | 51,234 | New |
| Prime MedicinePRME | 0.3% | $5m | 1,389,632 | -13% |
| Atara BiotherapeuticsATRA | 0.3% | $5m | 441,701 | Held |
| Eupraxia PharmaceuticalsEPRX | 0.3% | $4m | 611,400 | -13% |
| Oric PharmaceuticalsORIC | 0.3% | $4m | 362,010 | -13% |
| ArdelyxARDX | 0.2% | $3m | 641,750 | -12% |
| InvivydIVVD | 0.2% | $2m | 2,597,759 | Held |
| Pliant TherapeuticsPLRX | <0.1% | $880,224 | 772,126 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 58.5% since 30 June 2025.
Where the money is
Health care99.5%
Other0.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.