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Redmile Group, LLC

All holdings · as of Dec 31, 2025

34 positions

CompanyClassValueShares% of portfolio
Scholar Rock Holding Corp—$229.98M5,220,84616.9%
Krystal Biotech, Inc.—$167.08M677,70512.3%
Nurix Therapeutics, Inc.—$153.54M8,093,90811.3%
Stoke Therapeutics, Inc.—$128.04M4,034,0709.4%
Immunome Inc.—$122.83M5,718,3859.0%
REGENXBIO Inc.—$62.91M4,368,8044.6%
ADC THERAPEUTICS SA—$55.30M15,666,7314.1%
Cogent Biosciences, Inc.—$51.07M1,437,9183.8%
Annexon, Inc.—$50.45M10,050,6443.7%
Beam Therapeutics Inc.—$35.64M1,285,8592.6%
Neurogene Inc.NGNECommon Stock$30.07M1,459,5992.2%
RAPT THERAPEUTICS INC—$30.01M885,9272.2%
Absci Corp—$28.80M8,253,3162.1%
Nuvation Bio Inc.NUVBCommon Stock$28.34M3,163,2562.1%
IDEAYA BIOSCIENCES, INC.—$25.65M742,0171.9%
Shattuck Labs, Inc.STTKCommon Stock$20.22M5,539,7241.5%
Silence Therapeutics plcSLNADR$13.16M2,164,7771.0%
ZYMEWORKS INC.—$12.95M491,6541.0%
FATE THERAPEUTICS INC—$12.65M12,872,9460.9%
Replimune Group, Inc.—$10.69M1,099,7560.8%
DBV TECHNOLOGIES S.A.DBVTADR$10.54M549,8400.8%
Solid Biosciences Inc.SLDBCommon Stock$10.49M1,860,5420.8%
Ceribell, Inc.CBLLCommon Stock$9.54M435,2390.7%
ESTABLISHMENT LABS HOLDINGS INC.—$8.21M112,6640.6%
Atara Biotherapeutics, Inc.ATRACommon Stock$7.99M441,7010.6%
Celldex Therapeutics, Inc.—$7.69M283,3080.6%
LivaNova PLC—$7.26M118,0540.5%
Invivyd, Inc.—$6.62M2,681,1590.5%
Xenon Pharmaceuticals Inc.—$6.00M133,8820.4%
REPARE THERAPEUTICS INC—$4.12M1,586,1740.3%
ALX Oncology Holdings Inc.—$3.69M3,264,7180.3%
Oric Pharmaceuticals, Inc.—$3.67M448,1100.3%
PLIANT THERAPEUTICS, INC.PLRXCommon Stock$1.97M1,616,2280.1%
Kalaris Therapeutics, Inc.KLRSCommon Stock$700.1K82,9550.1%
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