Redmile Group, LLC Top Holdings and 13F Report (2025) About Redmile Group, LLCInvestment ActivityRedmile Group, LLC has $939.58 million in total holdings as of June 30, 2025.Redmile Group, LLC owns shares of 48 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.19% of the portfolio was purchased this quarter.About 23.98% of the portfolio was sold this quarter.This quarter, Redmile Group, LLC has purchased 56 new stocks and bought additional shares in 0 stocks.Redmile Group, LLC sold shares of 31 stocks and completely divested from 10 stocks this quarter.Largest Holdings Scholar Rock $139,166,561Krystal Biotech $91,200,724Zymeworks $52,090,369Stoke Therapeutics $49,666,817Immunome $45,311,693 Largest New Holdings this Quarter 433313103 - HINGE HEALTH INC $15,525,000 Holding75382E208 - RAPT THERAPEUTICS INC $5,045,488 Holding Largest Purchases this Quarter HINGE HEALTH INC 300,000 shares (about $15.53M)RAPT THERAPEUTICS INC 630,686 shares (about $5.05M) Largest Sales this Quarter Amicus Therapeutics 8,344,671 shares (about $47.81M)Scholar Rock 469,242 shares (about $16.62M)Cogent Biosciences 1,767,986 shares (about $12.69M)Boston Scientific 107,982 shares (about $11.60M)Krystal Biotech 74,204 shares (about $10.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRedmile Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSRRKScholar Rock$139,166,561$16,620,552 ▼-10.7%3,929,03914.8%MedicalKRYSKrystal Biotech$91,200,724$10,200,082 ▼-10.1%663,4719.7%MedicalZYMEZymeworks$52,090,369$8,010,891 ▼-13.3%4,150,6275.5%MedicalSTOKStoke Therapeutics$49,666,817$1,249,068 ▼-2.5%4,375,9315.3%MedicalIMNMImmunome$45,311,693$4,547,347 ▼-9.1%4,872,2254.8%MedicalREPLReplimune Group$43,335,908$2,171,407 ▼-4.8%4,664,7914.6%MedicalNRIXNurix Therapeutics$42,517,594$3,633,854 ▼-7.9%3,732,8884.5%MedicalLIVNLivaNova$42,060,880$3,595,657 ▼-7.9%934,2714.5%MedicalADCTADC Therapeutics$41,986,8390.0%15,666,7314.5%MedicalAKROAkero Therapeutics$41,317,235$8,802,586 ▼-17.6%774,3114.4%MedicalRGNXREGENXBIO$39,208,637$156,507 ▼-0.4%4,775,7174.2%MedicalKYMRKymera Therapeutics$35,055,532$7,860,611 ▼-18.3%803,2893.7%MedicalBEAMBeam Therapeutics$24,212,221$3,179,475 ▼-11.6%1,423,4112.6%MedicalABSIAbsci$21,211,0220.0%8,253,3162.3%MedicalNEUROGENE INC$19,086,306$469,236 ▼-2.4%1,276,6762.0%COMHINGE HEALTH INC$15,525,000$15,525,000 ▲New Holding300,0001.7%CL AETNB89BIO$15,173,943$3,350,938 ▼-18.1%1,545,2081.6%MedicalANNXAnnexon$15,121,5460.0%6,300,6441.6%MedicalFATEFate Therapeutics$14,417,7000.0%12,872,9461.5%MedicalSLNSilence Therapeutics$12,555,707$290,986 ▼-2.3%2,164,7771.3%MedicalCOGTCogent Biosciences$10,396,927$12,694,139 ▼-55.0%1,448,0401.1%MedicalBHVNBiohaven$10,293,457$1,946,319 ▼-15.9%729,5151.1%MedicalSLDBSolid Biosciences$9,330,560$502,803 ▼-5.1%1,915,9261.0%MedicalBSXBoston Scientific$9,162,180$11,598,346 ▼-55.9%85,3011.0%MedicalIDYAIDEAYA Biosciences$9,091,024$2,146,268 ▼-19.1%432,4941.0%MedicalVERVVerve Therapeutics$8,313,131$5,243,321 ▼-38.7%740,2610.9%MedicalCERIBELL INC$8,152,0260.0%435,2390.9%COMKROSKeros Therapeutics$7,375,9550.0%552,5060.8%MedicalCLDXCelldex Therapeutics$6,980,579$5,029,482 ▼-41.9%343,0260.7%MedicalFOLDAmicus Therapeutics$6,812,959$47,814,968 ▼-87.5%1,188,9980.7%MedicalNUVBNuvation Bio$5,910,4680.0%3,031,0090.6%MedicalESTAEstablishment Labs$5,829,701$8,493,780 ▼-59.3%136,4950.6%MedicalPRMEPrime Medicine$5,123,6450.0%2,074,3500.5%MedicalRAPT THERAPEUTICS INC$5,045,488$5,045,488 ▲New Holding630,6860.5%COM NEWPENPenumbra$4,829,263$1,032,936 ▼-17.6%18,8180.5%MedicalSTTKShattuck Labs$4,386,3530.0%5,539,7240.5%MedicalATARA BIOTHERAPEUTICS INC$3,409,9320.0%441,7010.4%COM NEWIGMSIGM Biosciences$3,306,3870.0%2,952,1310.4%MedicalLVTXLAVA Therapeutics$2,738,1710.0%2,074,3720.3%MedicalVTYXVentyx Biosciences$2,385,092$974,265 ▼-29.0%1,114,5290.3%MedicalRPTXRepare Therapeutics$2,204,782$414,519 ▼-15.8%1,586,1740.2%MedicalXERSXeris Biopharma$2,106,6320.0%451,0990.2%MedicalPLRXPliant Therapeutics$1,893,789$488,339 ▼-20.5%1,632,5770.2%MedicalIVVDInvivyd$1,634,0040.0%2,285,3200.2%MedicalALXOALX Oncology$1,407,793$103,517 ▼-6.8%3,391,4550.1%MedicalBOUNDLESS BIO INC$594,924$137,532 ▼-18.8%589,0340.1%COMFDMT4D Molecular Therapeutics$416,143$3,283,596 ▼-88.8%112,1680.0%MedicalKALARIS THERAPEUTICS INC$221,4900.0%82,9550.0%COMIMVTImmunovant$0$8,380,833 ▼-100.0%00.0%MedicalRAPTRapt Therapeutics$0$7,899,887 ▼-100.0%00.0%MedicalPODDInsulet$0$7,119,094 ▼-100.0%00.0%MedicalBNTXBioNTech$0$6,653,845 ▼-100.0%00.0%MedicalIRTCiRhythm Technologies$0$5,950,430 ▼-100.0%00.0%MedicalMASIMasimo$0$4,341,929 ▼-100.0%00.0%MedicalORUKA THERAPEUTICS INC$0$3,970,240 ▼-100.0%00.0%COMCYTKCytokinetics$0$3,299,519 ▼-100.0%00.0%MedicalATXSAstria Therapeutics$0$1,436,877 ▼-100.0%00.0%MedicalALLKAllakos$0$194,966 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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