Redmile Group, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SCHOLAR ROCK HLDG CORP(SRRK) | 0 | 9,066,621 | +9,066,621 | 0 | 445,715,088 | 29.51% | +445,715,088 |
| ANNEXON INC | 0 | 14,549,768 | +14,549,768 | 0 | 80,605,715 | 5.34% | +80,605,715 |
| SHATTUCK LABS INC | 0 | 5,539,724 | +5,539,724 | 0 | 35,620,425 | 2.36% | +35,620,425 |
| ALX ONCOLOGY HLDGS INC | 0 | 7,964,188 | +7,964,188 | 0 | 15,968,197 | 1.06% | +15,968,197 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 0 | 173,859 | +173,859 | 0 | 9,821,295 | 0.65% | +9,821,295 |
| XENON PHARMACEUTICALS INC(XENE) | 0 | 262,674 | +262,674 | 0 | 15,274,493 | 1.01% | +15,274,493 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 4,164,120 | +4,164,120 | 0 | 135,583,747 | 8.98% | +135,583,747 |
| KRYSTAL BIOTECH INC(KRYS) | 0 | 673,505 | +673,505 | 0 | 173,979,812 | 11.52% | +173,979,812 |
| PRIME MEDICINE INC | 0 | 1,590,832 | +1,590,832 | 0 | 5,536,095 | 0.37% | +5,536,095 |
| EUPRAXIA PHARMACEUTICALS INC | 0 | 700,000 | +700,000 | 0 | 5,068,000 | 0.34% | +5,068,000 |
| ARDELYX INC | 0 | 733,350 | +733,350 | 0 | 4,392,767 | 0.29% | +4,392,767 |
| SOLID BIOSCIENCES INC | 0 | 2,011,895 | +2,011,895 | 0 | 14,485,644 | 0.96% | +14,485,644 |
| FATE THERAPEUTICS INC | 0 | 12,872,946 | +12,872,946 | 0 | 15,447,535 | 1.02% | +15,447,535 |
| ADC THERAPEUTICS SA | 0 | 15,470,502 | +15,470,502 | 0 | 58,014,383 | 3.84% | +58,014,383 |
| AGOMAB THERAPEUTICS NV | 0 | 156,250 | +156,250 | 0 | 1,639,063 | 0.11% | +1,639,063 |
| ORIC PHARMACEUTICALS INC | 0 | 415,710 | +415,710 | 0 | 5,267,046 | 0.35% | +5,267,046 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 0 | 261,508 | +261,508 | 0 | 8,295,034 | 0.55% | +8,295,034 |
| DBV TECHNOLOGIES S A(DBVT) | 0 | 491,340 | +491,340 | 0 | 10,264,093 | 0.68% | +10,264,093 |
| LIVANOVA PLC(LIVN) | 0 | 108,354 | +108,354 | 0 | 6,886,980 | 0.46% | +6,886,980 |
| ZYMEWORKS INC(ZYME) | 0 | 491,654 | +491,654 | 0 | 12,311,016 | 0.82% | +12,311,016 |
| NEUROGENE INC | 0 | 1,459,599 | +1,459,599 | 0 | 29,425,516 | 1.95% | +29,425,516 |
| KALARIS THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PLIANT THERAPEUTICS INC | 0 | 772,126 | +772,126 | 0 | 972,879 | 0.06% | +972,879 |
| IMMUNOME INC(IMNM) | 0 | 5,558,885 | +5,558,885 | 0 | 121,572,815 | 8.05% | +121,572,815 |
| SILENCE THERAPEUTICS PLC | 0 | 2,164,777 | +2,164,777 | 0 | 11,408,375 | 0.76% | +11,408,375 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 0 | 103,464 | +103,464 | 0 | 5,874,686 | 0.39% | +5,874,686 |
| CERIBELL INC | 0 | 386,786 | +386,786 | 0 | 7,089,787 | 0.47% | +7,089,787 |
| INVIVYD INC | 0 | 2,648,659 | +2,648,659 | 0 | 3,443,257 | 0.23% | +3,443,257 |
| ABSCI CORPORATION | 0 | 8,253,316 | +8,253,316 | 0 | 24,759,948 | 1.64% | +24,759,948 |
| REPARE THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ATARA BIOTHERAPEUTICS INC | 0 | 441,701 | +441,701 | 0 | 2,089,246 | 0.14% | +2,089,246 |
| BEAM THERAPEUTICS INC(BEAM) | 0 | 1,237,659 | +1,237,659 | 0 | 29,493,414 | 1.95% | +29,493,414 |
| IDEAYA BIOSCIENCES INC(IDYA) | 0 | 521,117 | +521,117 | 0 | 17,363,618 | 1.15% | +17,363,618 |
| REPLIMUNE GROUP INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NUVATION BIO INC(NUVB) | 0 | 3,153,256 | +3,153,256 | 0 | 13,527,468 | 0.90% | +13,527,468 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 688,036 | +688,036 | 0 | 26,482,506 | 1.75% | +26,482,506 |
| REGENXBIO INC | 0 | 4,368,804 | +4,368,804 | 0 | 36,610,578 | 2.42% | +36,610,578 |
| RAPT THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NURIX THERAPEUTICS INC(NRIX) | 0 | 7,732,808 | +7,732,808 | 0 | 119,858,524 | 7.94% | +119,858,524 |