Redmile Group, LLC Top Holdings and 13F Report (2025) About Redmile Group, LLCInvestment ActivityRedmile Group, LLC has $1.06 billion in total holdings as of March 31, 2025.Redmile Group, LLC owns shares of 56 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.58% of the portfolio was purchased this quarter.About 8.71% of the portfolio was sold this quarter.This quarter, Redmile Group, LLC has purchased 62 new stocks and bought additional shares in 7 stocks.Redmile Group, LLC sold shares of 31 stocks and completely divested from 9 stocks this quarter.Largest Holdings Scholar Rock $141,404,734Krystal Biotech $133,002,803Amicus Therapeutics $77,794,739Zymeworks $57,036,335Nurix Therapeutics $48,136,893 Largest New Holdings this Quarter 450056106 - iRhythm Technologies $5,950,430 Holding574795100 - Masimo $4,341,929 Holding482929106 - KALARIS THERAPEUTICS INC $666,129 Holding Largest Purchases this Quarter Amicus Therapeutics 2,478,779 shares (about $20.23M)iRhythm Technologies 56,844 shares (about $5.95M)Solid Biosciences 1,403,925 shares (about $5.19M)Insulet 17,550 shares (about $4.61M)Masimo 26,062 shares (about $4.34M) Largest Sales this Quarter Boston Scientific 119,400 shares (about $12.05M)Akero Therapeutics 295,932 shares (about $11.98M)Scholar Rock 151,600 shares (about $4.87M)Kymera Therapeutics 117,019 shares (about $3.20M)Krystal Biotech 15,500 shares (about $2.79M) 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$141,404,734$4,873,940 ▼-3.3%4,398,28113.4%MedicalKRYSKrystal Biotech$133,002,803$2,794,650 ▼-2.1%737,67512.6%MedicalFOLDAmicus Therapeutics$77,794,739$20,226,837 ▲35.1%9,533,6697.4%MedicalZYMEZymeworks$57,036,335$613,579 ▼-1.1%4,788,9455.4%MedicalNRIXNurix Therapeutics$48,136,893$1,671,516 ▼-3.4%4,051,9274.5%MedicalREPLReplimune Group$47,760,638$68,250 ▼-0.1%4,898,5274.5%MedicalLIVNLivaNova$39,835,380$1,154,832 ▼-2.8%1,014,1393.8%MedicalAKROAkero Therapeutics$38,021,933$11,979,327 ▼-24.0%939,2773.6%MedicalIMNMImmunome$36,080,789$3,588,174 ▲11.0%5,361,1873.4%MedicalRGNXREGENXBIO$34,282,6770.0%4,794,7803.2%MedicalBEAMBeam Therapeutics$31,449,725$1,596,812 ▲5.3%1,610,3293.0%MedicalSTOKStoke Therapeutics$29,831,774$715,859 ▼-2.3%4,485,9812.8%MedicalKYMRKymera Therapeutics$26,916,014$3,202,810 ▼-10.6%983,4132.5%MedicalADCTADC Therapeutics$22,090,0910.0%15,666,7312.1%MedicalBHVNBiohaven$20,853,594$890,490 ▼-4.1%867,4542.0%MedicalABSIAbsci$20,715,8230.0%8,253,3162.0%MedicalBSXBoston Scientific$19,498,389$12,045,072 ▼-38.2%193,2831.8%MedicalCOGTCogent Biosciences$19,263,996$2,029,472 ▼-9.5%3,216,0261.8%MedicalNEUROGENE INC$15,317,418$137,007 ▼-0.9%1,308,0631.4%COMETNB89BIO$13,714,448$2,040,922 ▼-13.0%1,886,4441.3%MedicalESTAEstablishment Labs$13,684,610$620,930 ▲4.8%335,3661.3%MedicalANNXAnnexon$12,160,2430.0%6,300,6441.1%MedicalCLDXCelldex Therapeutics$10,711,676$464,640 ▼-4.2%590,1751.0%MedicalFATEFate Therapeutics$10,170,9150.0%12,872,9461.0%MedicalIDYAIDEAYA Biosciences$8,756,748$1,387,386 ▼-13.7%534,6000.8%MedicalIMVTImmunovant$8,380,833$1,391,639 ▼-14.2%490,3940.8%MedicalCERIBELL INC$8,360,9410.0%435,2390.8%COMRAPTRapt Therapeutics$7,899,8870.0%6,475,3170.7%MedicalSLDBSolid Biosciences$7,470,933$5,194,523 ▲228.2%2,019,1710.7%MedicalPODDInsulet$7,119,094$4,608,805 ▲183.6%27,1090.7%MedicalBNTXBioNTech$6,653,845$947,024 ▼-12.5%73,0710.6%MedicalSLNSilence Therapeutics$6,246,151$519,923 ▼-7.7%2,214,9470.6%MedicalPENPenumbra$6,108,447$775,489 ▼-11.3%22,8430.6%MedicalIRTCiRhythm Technologies$5,950,430$5,950,430 ▲New Holding56,8440.6%MedicalKROSKeros Therapeutics$5,630,0360.0%552,5060.5%MedicalVERVVerve Therapeutics$5,516,739$507,270 ▼-8.4%1,207,1640.5%MedicalNUVBNuvation Bio$5,334,5760.0%3,031,0090.5%MedicalSTTKShattuck Labs$5,263,2920.0%5,539,7240.5%MedicalMASIMasimo$4,341,929$4,341,929 ▲New Holding26,0620.4%MedicalPRMEPrime Medicine$4,127,9570.0%2,074,3500.4%MedicalORUKA THERAPEUTICS INC$3,970,240$254,089 ▼-6.0%386,9630.4%COMIGMSIGM Biosciences$3,394,9510.0%2,952,1310.3%MedicalCYTKCytokinetics$3,299,519$421,995 ▼-11.3%82,0980.3%MedicalFDMT4D Molecular Therapeutics$3,221,069$644,950 ▼-16.7%997,2350.3%MedicalPLRXPliant Therapeutics$2,772,305$1,136,591 ▼-29.1%2,053,5590.3%MedicalLVTXLAVA Therapeutics$2,634,4520.0%2,074,3720.2%MedicalATARA BIOTHERAPEUTICS INC$2,623,7040.0%441,7010.2%COM NEWXERSXeris Biopharma$2,476,5340.0%451,0990.2%MedicalALXOALX Oncology$2,268,240$30,388 ▼-1.3%3,640,8340.2%MedicalRPTXRepare Therapeutics$1,857,819$31,253 ▼-1.7%1,884,3890.2%MedicalVTYXVentyx Biosciences$1,805,262$1,662,457 ▲1,164.1%1,569,7930.2%MedicalATXSAstria Therapeutics$1,436,877$412,248 ▼-22.3%269,0780.1%MedicalIVVDInvivyd$1,383,304$440,013 ▼-24.1%2,285,3200.1%MedicalBOUNDLESS BIO INC$1,095,058$22,650 ▼-2.0%725,2040.1%COMKALARIS THERAPEUTICS INC$666,129$666,129 ▲New Holding82,9550.1%COMALLKAllakos$194,966$491,272 ▼-71.6%856,6150.0%MedicalSYKStryker$0$11,044,894 ▼-100.0%00.0%MedicalISRGIntuitive Surgical$0$8,843,568 ▼-100.0%00.0%MedicalARDXArdelyx$0$7,991,633 ▼-100.0%00.0%MedicalSTXSStereotaxis$0$4,102,780 ▼-100.0%00.0%MedicalACIUAC Immune$0$2,792,607 ▼-100.0%00.0%MedicalACHLAchilles Therapeutics$0$1,833,221 ▼-100.0%00.0%MedicalALVRAlloVir$0$801,347 ▼-100.0%00.0%MedicalADAPAdaptimmune Therapeutics$0$385,497 ▼-100.0%00.0%MedicalHOOKIPA PHARMA INC$0$213,816 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. 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