Fund HoldingsRedmile Group, LLC

Total Portfolio Value
$1.49B
Total Bought
$107.00M
Total Sold
$480.75M
Net Transaction
-$373.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
KRYSTAL BIOTECH INC(KRYS)673,505632,005-41,500173,980234,89715.77%+60,917
ABSCI CORPORATION8,253,3166,739,675-1,513,64124,76078,1135.24%+53,353
AGOMAB THERAPEUTICS NV156,2502,733,926+2,577,6761,63935,4862.38%+33,847
FATE THERAPEUTICS INC12,872,94612,872,946015,44834,7572.33%+19,309
CLIMB BIO INC01,226,330+1,226,330015,9911.07%+15,991
REGENXBIO INC4,368,8044,368,804036,61152,3383.51%+15,728
NEUROGENE INC1,459,5991,412,199-47,40029,42644,4142.98%+14,988
SILENCE THERAPEUTICS PLC2,164,7772,164,777011,40823,7691.60%+12,361
SHATTUCK LABS INC5,539,7246,892,033+1,352,30935,62047,8313.21%+12,210
AURA BIOSCIENCES INC01,666,667+1,666,667011,8330.79%+11,833
BEAM THERAPEUTICS INC(BEAM)1,237,6591,164,259-73,40029,49339,9572.68%+10,464
ODYSSEY THERAPEUTICS INC0425,000+425,00007,9520.53%+7,952
CELLDEX THERAPEUTICS INC NEW(CLDX)261,508433,921+172,4138,29516,1461.08%+7,851
IDEAYA BIOSCIENCES INC(IDYA)521,117640,202+119,08517,36423,8601.60%+6,497
INSMED INC(INSM)051,234+51,23405,4630.37%+5,463
BIOMARIN PHARMACEUTICAL INC(BMRN)173,859265,169+91,3109,82115,1731.02%+5,352
SOLID BIOSCIENCES INC2,011,8951,948,695-63,20014,48619,4671.31%+4,982
NUVATION BIO INC(NUVB)3,153,2563,031,009-122,24713,52717,2161.16%+3,689
ATARA BIOTHERAPEUTICS INC441,701441,70102,0895,0710.34%+2,981
ESTABLISHMENT LABS HLDGS INC(ESTA)103,46488,964-14,5005,8757,6340.51%+1,759
LIVANOVA PLC(LIVN)108,35493,154-15,2006,8877,6600.51%+773
ZYMEWORKS INC(ZYME)491,654491,654012,31112,8520.86%+541
CERIBELL INC386,786386,78607,0907,5230.51%+433
PLIANT THERAPEUTICS INC772,126772,12609738800.06%-93
PRIME MEDICINE INC1,590,8321,389,632-201,2005,5365,1280.34%-408
ALX ONCOLOGY HLDGS INC7,964,1887,392,504-571,68415,96815,3021.03%-666
EUPRAXIA PHARMACEUTICALS INC700,000611,400-88,6005,0684,0410.27%-1,027
ARDELYX INC733,350641,750-91,6004,3933,2730.22%-1,120
INVIVYD INC2,648,6592,597,759-50,9003,4432,2660.15%-1,177
ORIC PHARMACEUTICALS INC(ORIC)415,710362,010-53,7005,2673,9210.26%-1,346
XENON PHARMACEUTICALS INC(XENE)262,674229,374-33,30015,27413,8450.93%-1,429
DBV TECHNOLOGIES S A(DBVT)491,340410,440-80,90010,2646,7310.45%-3,533
STOKE THERAPEUTICS INC(STOK)4,164,1203,945,920-218,200135,584129,1118.67%-6,473
COGENT BIOSCIENCES INC(COGT)688,036503,321-184,71526,48319,4791.31%-7,004
ANNEXON INC(ANNX)14,549,76811,869,877-2,679,89180,60667,7774.55%-12,829
IMMUNOME INC(IMNM)5,558,8854,911,590-647,295121,573104,0776.99%-17,496
NURIX THERAPEUTICS INC(NRIX)7,732,8084,073,787-3,659,021119,85998,8306.64%-21,028
ADC THERAPEUTICS SA15,470,50211,526,710-3,943,79258,01412,3340.83%-45,681
SCHOLAR ROCK HLDG CORP(SRRK)9,066,6214,311,092-4,755,529445,715237,11015.92%-208,605
Page 1 of 1