Redmile Group, LLC Top Holdings and 13F Report (2026) About Redmile Group, LLCInvestment ActivityRedmile Group, LLC has $1.51 billion in total holdings as of March 31, 2026.Redmile Group, LLC owns shares of 35 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 17.39% of the portfolio was purchased this quarter.About 6.58% of the portfolio was sold this quarter.This quarter, Redmile Group, LLC has purchased 34 new stocks and bought additional shares in 6 stocks.Redmile Group, LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Scholar Rock $445,715,088Krystal Biotech $173,979,812Stoke Therapeutics $135,583,747Immunome $121,572,815Nurix Therapeutics $119,858,524 Largest New Holdings this Quarter 09061G101 - BioMarin Pharmaceutical $9,821,295 Holding74168J101 - PRIME MEDICINE INC $5,536,095 Holding29842P105 - EUPRAXIA PHARMACEUTICALS INC $5,068,000 Holding039697107 - Ardelyx $4,392,767 Holding00860C102 - AGOMAB THERAPEUTICS NV $1,639,063 Holding Largest Purchases this Quarter Scholar Rock 3,845,775 shares (about $189.06M)Annexon 4,499,124 shares (about $24.93M)BioMarin Pharmaceutical 173,859 shares (about $9.82M)ALX Oncology 4,699,470 shares (about $9.42M)Xenon Pharmaceuticals 128,792 shares (about $7.49M) Largest Sales this Quarter Cogent Biosciences 749,882 shares (about $28.86M)IDEAYA Biosciences 220,900 shares (about $7.36M)Nurix Therapeutics 361,100 shares (about $5.60M)Immunome 159,500 shares (about $3.49M)DBV TECHNOLOGIES S A 58,500 shares (about $1.22M) 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$445,715,088$189,058,299 â–²73.7%9,066,62129.5%MedicalKRYSKrystal Biotech$173,979,812$1,084,944 â–¼-0.6%673,50511.5%MedicalSTOKStoke Therapeutics$135,583,747$4,234,428 â–²3.2%4,164,1209.0%MedicalIMNMImmunome$121,572,815$3,488,265 â–¼-2.8%5,558,8858.1%MedicalNRIXNurix Therapeutics$119,858,524$5,597,050 â–¼-4.5%7,732,8087.9%MedicalANNXAnnexon$80,605,715$24,925,147 â–²44.8%14,549,7685.3%MedicalADCTADC Therapeutics$58,014,383$735,859 â–¼-1.3%15,470,5023.8%MedicalRGNXREGENXBIO$36,610,5780.0%4,368,8042.4%MedicalSTTKShattuck Labs$35,620,4250.0%5,539,7242.4%MedicalBEAMBeam Therapeutics$29,493,414$1,148,606 â–¼-3.7%1,237,6592.0%MedicalNEUROGENE INC$29,425,5160.0%1,459,5991.9%COMCOGTCogent Biosciences$26,482,506$28,862,959 â–¼-52.2%688,0361.8%MedicalABSIAbsci$24,759,9480.0%8,253,3161.6%MedicalIDYAIDEAYA Biosciences$17,363,618$7,360,388 â–¼-29.8%521,1171.1%MedicalALXOALX Oncology$15,968,197$9,422,437 â–²143.9%7,964,1881.1%MedicalFATEFate Therapeutics$15,447,5350.0%12,872,9461.0%MedicalXENEXenon Pharmaceuticals$15,274,493$7,489,255 â–²96.2%262,6741.0%MedicalSLDBSolid Biosciences$14,485,644$1,089,742 â–²8.1%2,011,8951.0%MedicalNUVBNuvation Bio$13,527,468$42,900 â–¼-0.3%3,153,2560.9%MedicalZYMEWORKS INC$12,311,0160.0%491,6540.8%COMSLNSilence Therapeutics$11,408,3750.0%2,164,7770.8%MedicalDBV TECHNOLOGIES S A$10,264,093$1,222,065 â–¼-10.6%491,3400.7%SPONSORED ADSBMRNBioMarin Pharmaceutical$9,821,295$9,821,295 â–²New Holding173,8590.7%MedicalCLDXCelldex Therapeutics$8,295,034$691,496 â–¼-7.7%261,5080.5%MedicalCERIBELL INC$7,089,787$888,143 â–¼-11.1%386,7860.5%COMLIVNLivaNova$6,886,980$616,532 â–¼-8.2%108,3540.5%MedicalESTAEstablishment Labs$5,874,686$522,376 â–¼-8.2%103,4640.4%MedicalPRIME MEDICINE INC$5,536,095$5,536,095 â–²New Holding1,590,8320.4%COMORICOric Pharmaceuticals$5,267,046$410,508 â–¼-7.2%415,7100.3%MedicalEUPRAXIA PHARMACEUTICALS INC$5,068,000$5,068,000 â–²New Holding700,0000.3%COMARDXArdelyx$4,392,767$4,392,767 â–²New Holding733,3500.3%MedicalIVVDInvivyd$3,443,257$42,250 â–¼-1.2%2,648,6590.2%MedicalATARA BIOTHERAPEUTICS INC$2,089,2460.0%441,7010.1%COM NEWAGOMAB THERAPEUTICS NV$1,639,063$1,639,063 â–²New Holding156,2500.1%SPONSORED ADSPLRXPliant Therapeutics$972,879$1,063,569 â–¼-52.2%772,1260.1%MedicalRAPT THERAPEUTICS INC$0$30,006,347 â–¼-100.0%00.0%COM NEWREPLReplimune Group$0$10,689,628 â–¼-100.0%00.0%MedicalRPTXRepare Therapeutics$0$4,124,052 â–¼-100.0%00.0%MedicalKALARIS THERAPEUTICS INC$0$700,140 â–¼-100.0%00.0%COMShowing 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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