Institutions / Redmile Group, LLC
Redmile Group, LLC
CIK 1425738 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$1.36B
Positions
34
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 34 →
| Company | Value | % of portfolio |
|---|---|---|
| Scholar Rock Holding Corp | $229.98M | 16.9% |
| Krystal Biotech, Inc. | $167.08M | 12.3% |
| Nurix Therapeutics, Inc. | $153.54M | 11.3% |
| Stoke Therapeutics, Inc. | $128.04M | 9.4% |
| Immunome Inc. | $122.83M | 9.0% |
| REGENXBIO Inc. | $62.91M | 4.6% |
| Adc Therapeutics SA | $55.30M | 4.1% |
| Cogent Biosciences, Inc. | $51.07M | 3.8% |
| Annexon, Inc. | $50.45M | 3.7% |
| Beam Therapeutics Inc. | $35.64M | 2.6% |
| Neurogene Inc.NGNE | $30.07M | 2.2% |
| Rapt Therapeutics Inc | $30.01M | 2.2% |
| Absci Corp | $28.80M | 2.1% |
| Nuvation Bio Inc.NUVB | $28.34M | 2.1% |
| Ideaya Biosciences, Inc. | $25.65M | 1.9% |
| Shattuck Labs, Inc.STTK | $20.22M | 1.5% |
| Silence Therapeutics plcSLN | $13.16M | 1.0% |
| Zymeworks Inc. | $12.95M | 1.0% |
| Fate Therapeutics Inc | $12.65M | 0.9% |
| Replimune Group, Inc. | $10.69M | 0.8% |
| Dbv Technologies S.A.DBVT | $10.54M | 0.8% |
| Solid Biosciences Inc.SLDB | $10.49M | 0.8% |
| Ceribell, Inc.CBLL | $9.54M | 0.7% |
| Establishment Labs Holdings Inc. | $8.21M | 0.6% |
| Atara Biotherapeutics, Inc.ATRA | $7.99M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Buy | ATTO Attovia Therapeutics, Inc. Common Stock | $6.80M | +400K +51.10% | 1,182,854 | high |
| Aug 6, 2026 | Buy | ATTO Attovia Therapeutics, Inc. Common Stock | $3.40M | +200K +25.55% | 982,854 | high |
| Aug 6, 2026 | Other | ATTO Attovia Therapeutics, Inc. Series B Preferred Stock | — | -783K -100.00% | 0 | low |
| Aug 6, 2026 | Other | ATTO Attovia Therapeutics, Inc. Common Stock | — | +783K | 782,854 | low |