Redmile Group, LLC Top Holdings and 13F Report (2026) About Redmile Group, LLCInvestment ActivityRedmile Group, LLC has $1.49 billion in total holdings as of June 30, 2026.Redmile Group, LLC owns shares of 39 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.72% of the portfolio was purchased this quarter.About 29.92% of the portfolio was sold this quarter.This quarter, Redmile Group, LLC has purchased 35 new stocks and bought additional shares in 5 stocks.Redmile Group, LLC sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings Scholar Rock $237,110,060Krystal Biotech $234,897,298Stoke Therapeutics $129,110,502Immunome $104,076,592Nurix Therapeutics $98,830,073 Largest New Holdings this Quarter 28658R106 - Eliem Therapeutics $15,991,343 Holding05153U107 - Aura Biosciences $11,833,336 Holding67613T104 - ODYSSEY THERAPEUTICS INC $7,951,750 Holding457669307 - Insmed $5,462,569 Holding Largest Purchases this Quarter AGOMAB THERAPEUTICS NV 2,577,676 shares (about $33.46M)Eliem Therapeutics 1,226,330 shares (about $15.99M)Aura Biosciences 1,666,667 shares (about $11.83M)Shattuck Labs 1,352,309 shares (about $9.39M)ODYSSEY THERAPEUTICS INC 425,000 shares (about $7.95M) Largest Sales this Quarter Scholar Rock 4,755,529 shares (about $261.55M)Nurix Therapeutics 3,659,021 shares (about $88.77M)Absci 1,513,641 shares (about $17.54M)Krystal Biotech 41,500 shares (about $15.42M)Annexon 2,679,891 shares (about $15.30M) 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$237,110,060$261,554,095 â–¼-52.5%4,311,09215.9%HealthcareKRYSKrystal Biotech$234,897,298$15,424,305 â–¼-6.2%632,00515.8%HealthcareSTOKStoke Therapeutics$129,110,502$7,139,504 â–¼-5.2%3,945,9208.7%HealthcareIMNMImmunome$104,076,592$13,716,181 â–¼-11.6%4,911,5907.0%HealthcareNRIXNurix Therapeutics$98,830,073$88,767,850 â–¼-47.3%4,073,7876.6%HealthcareABSIAbsci$78,112,833$17,543,099 â–¼-18.3%6,739,6755.2%HealthcareANNXAnnexon$67,776,998$15,302,178 â–¼-18.4%11,869,8774.6%HealthcareRGNXREGENXBIO$52,338,2720.0%4,368,8043.5%HealthcareSTTKShattuck Labs$47,830,709$9,385,024 â–²24.4%6,892,0333.2%HealthcareNEUROGENE INC$44,413,659$1,490,730 â–¼-3.2%1,412,1993.0%COMBEAMBeam Therapeutics$39,957,369$2,519,088 â–¼-5.9%1,164,2592.7%HealthcareAGOMAB THERAPEUTICS NV$35,486,359$33,458,234 â–²1,649.7%2,733,9262.4%SPONSORED ADSFATEFate Therapeutics$34,756,9540.0%12,872,9462.3%HealthcareIDYAIDEAYA Biosciences$23,860,329$4,438,298 â–²22.9%640,2021.6%HealthcareSLNSilence Therapeutics$23,769,2510.0%2,164,7771.6%HealthcareCOGTCogent Biosciences$19,478,523$7,148,471 â–¼-26.8%503,3211.3%HealthcareSLDBSolid Biosciences$19,467,463$631,368 â–¼-3.1%1,948,6951.3%HealthcareNUVBNuvation Bio$17,216,131$694,363 â–¼-3.9%3,031,0091.2%HealthcareCLDXCelldex Therapeutics$16,146,200$6,415,488 â–²65.9%433,9211.1%HealthcareELYMEliem Therapeutics$15,991,343$15,991,343 â–²New Holding1,226,3301.1%HealthcareALXOALX Oncology$15,302,483$1,183,386 â–¼-7.2%7,392,5041.0%HealthcareBMRNBioMarin Pharmaceutical$15,172,970$5,224,758 â–²52.5%265,1691.0%HealthcareXENEXenon Pharmaceuticals$13,845,015$2,009,988 â–¼-12.7%229,3740.9%HealthcareZYMEWORKS INC$12,851,8360.0%491,6540.9%COMADCTADC Therapeutics$12,333,580$4,219,858 â–¼-25.5%11,526,7100.8%HealthcareAURAAura Biosciences$11,833,336$11,833,336 â–²New Holding1,666,6670.8%HealthcareODYSSEY THERAPEUTICS INC$7,951,750$7,951,750 â–²New Holding425,0000.5%COMMON STOCKLIVNLivaNova$7,660,053$1,249,896 â–¼-14.0%93,1540.5%HealthcareESTAEstablishment Labs$7,634,001$1,244,245 â–¼-14.0%88,9640.5%HealthcareCERIBELL INC$7,522,9880.0%386,7860.5%COMDBV TECHNOLOGIES S A$6,731,216$1,326,760 â–¼-16.5%410,4400.5%SPONSORED ADSINSMInsmed$5,462,569$5,462,569 â–²New Holding51,2340.4%HealthcarePRIME MEDICINE INC$5,127,742$742,428 â–¼-12.6%1,389,6320.3%COMATARA BIOTHERAPEUTICS INC$5,070,7270.0%441,7010.3%COM NEWEUPRAXIA PHARMACEUTICALS INC$4,041,354$585,646 â–¼-12.7%611,4000.3%COMORICOric Pharmaceuticals$3,920,568$581,571 â–¼-12.9%362,0100.3%HealthcareARDXArdelyx$3,272,925$467,160 â–¼-12.5%641,7500.2%HealthcareIVVDInvivyd$2,266,285$44,405 â–¼-1.9%2,597,7590.2%HealthcarePLRXPliant Therapeutics$880,2240.0%772,1260.1%HealthcareShowing largest 100 holdings. 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