Redmile Group, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| STOKE THERAPEUTICS INC(STOK) | 4,375,931 | 4,175,542 | -200,389 | 49,666,817 | 98,125,237 | 9.55% | +48,458,420 |
| KRYSTAL BIOTECH INC(KRYS) | 663,471 | 661,388 | -2,083 | 91,200,724 | 116,754,824 | 11.36% | +25,554,100 |
| COGENT BIOSCIENCES INC(COGT) | 1,448,040 | 2,209,118 | +761,078 | 10,396,927 | 31,722,934 | 3.09% | +21,326,007 |
| ADC THERAPEUTICS SA | 15,666,731 | 15,666,731 | 0 | 41,986,839 | 62,666,924 | 6.10% | +20,680,085 |
| IMMUNOME INC(IMNM) | 4,872,225 | 5,023,385 | +151,160 | 45,311,693 | 58,823,838 | 5.72% | +13,512,145 |
| ZYMEWORKS INC(ZYME) | 4,150,627 | 3,705,750 | -444,877 | 52,090,369 | 63,294,210 | 6.16% | +11,203,841 |
| IDEAYA BIOSCIENCES INC(IDYA) | 432,494 | 742,017 | +309,523 | 9,091,024 | 20,190,283 | 1.96% | +11,099,259 |
| BEAM THERAPEUTICS INC(BEAM) | 1,423,411 | 1,387,559 | -35,852 | 24,212,221 | 33,676,057 | 3.28% | +9,463,836 |
| RAPT THERAPEUTICS INC | 630,686 | 552,594 | -78,092 | 5,045,488 | 14,251,399 | 1.39% | +9,205,911 |
| SHATTUCK LABS INC | 5,539,724 | 5,539,724 | 0 | 4,386,353 | 13,239,940 | 1.29% | +8,853,587 |
| LIVANOVA PLC(LIVN) | 934,271 | 926,799 | -7,472 | 42,060,880 | 48,545,732 | 4.72% | +6,484,852 |
| 89BIO INC | 1,545,208 | 1,473,136 | -72,072 | 15,173,943 | 21,655,099 | 2.11% | +6,481,156 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 3,929,039 | 3,904,456 | -24,583 | 139,166,561 | 145,401,941 | 14.15% | +6,235,380 |
| REGENXBIO INC | 4,775,717 | 4,693,389 | -82,328 | 39,208,637 | 45,291,204 | 4.41% | +6,082,567 |
| NUVATION BIO INC(NUVB) | 3,031,009 | 3,031,009 | 0 | 5,910,468 | 11,214,733 | 1.09% | +5,304,265 |
| ALX ONCOLOGY HLDGS INC | 3,391,455 | 3,332,983 | -58,472 | 1,407,793 | 6,099,359 | 0.59% | +4,691,566 |
| ANNEXON INC(ANNX) | 6,300,644 | 6,300,644 | 0 | 15,121,546 | 19,216,964 | 1.87% | +4,095,418 |
| ABSCI CORPORATION | 8,253,316 | 8,253,316 | 0 | 21,211,022 | 25,090,081 | 2.44% | +3,879,059 |
| NEUROGENE INC | 1,276,676 | 1,299,022 | +22,346 | 19,086,306 | 22,512,051 | 2.19% | +3,425,745 |
| ATARA BIOTHERAPEUTICS INC | 441,701 | 441,701 | 0 | 3,409,932 | 6,329,575 | 0.62% | +2,919,643 |
| SOLID BIOSCIENCES INC | 1,915,926 | 1,899,342 | -16,584 | 9,330,560 | 11,718,940 | 1.14% | +2,388,380 |
| FATE THERAPEUTICS INC | 12,872,946 | 12,872,946 | 0 | 14,417,700 | 16,219,912 | 1.58% | +1,802,212 |
| XERIS BIOPHARMA HOLDINGS INC | 451,099 | 451,099 | 0 | 2,106,632 | 3,671,946 | 0.36% | +1,565,314 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 343,026 | 327,008 | -16,018 | 6,980,579 | 8,459,697 | 0.82% | +1,479,118 |
| KEROS THERAPEUTICS INC | 552,506 | 552,506 | 0 | 7,375,955 | 8,740,645 | 0.85% | +1,364,690 |
| VENTYX BIOSCIENCES INC | 1,114,529 | 1,073,386 | -41,143 | 2,385,092 | 3,338,230 | 0.32% | +953,138 |
| INVIVYD INC | 2,285,320 | 2,285,320 | 0 | 1,634,004 | 2,513,852 | 0.24% | +879,848 |
| REPARE THERAPEUTICS INC | 1,586,174 | 1,586,174 | 0 | 2,204,782 | 2,791,666 | 0.27% | +586,884 |
| LAVA THERAPEUTICS NV | 2,074,372 | 2,074,372 | 0 | 2,738,171 | 3,236,020 | 0.31% | +497,849 |
| PLIANT THERAPEUTICS INC | 1,632,577 | 1,591,695 | -40,882 | 1,893,789 | 2,355,709 | 0.23% | +461,920 |
| KALARIS THERAPEUTICS INC | 82,955 | 82,955 | 0 | 221,490 | 479,480 | 0.05% | +257,990 |
| BOUNDLESS BIO INC | 589,034 | 245,458 | -343,576 | 594,924 | 301,913 | 0.03% | -293,011 |
| 4D MOLECULAR THERAPEUTICS IN | 112,168 | 0 | -112,168 | 416,143 | 0 | — | -416,143 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 136,495 | 129,364 | -7,131 | 5,829,701 | 5,302,630 | 0.52% | -527,071 |
| AMICUS THERAPEUTICS INC | 1,188,998 | 777,178 | -411,820 | 6,812,959 | 6,124,163 | 0.60% | -688,796 |
| SILENCE THERAPEUTICS PLC | 2,164,777 | 2,164,777 | 0 | 12,555,707 | 11,235,193 | 1.09% | -1,320,514 |
| CERIBELL INC | 435,239 | 435,239 | 0 | 8,152,026 | 5,000,896 | 0.49% | -3,151,130 |
| IGM BIOSCIENCES INC | 2,952,131 | 0 | -2,952,131 | 3,306,387 | 0 | — | -3,306,387 |
| PRIME MEDICINE INC | 2,074,350 | 87,118 | -1,987,232 | 5,123,645 | 482,634 | 0.05% | -4,641,011 |
| PENUMBRA INC(PEN) | 18,818 | 0 | -18,818 | 4,829,263 | 0 | — | -4,829,263 |
| AKERO THERAPEUTICS INC | 774,311 | 747,818 | -26,493 | 41,317,235 | 35,506,399 | 3.45% | -5,810,836 |
| VERVE THERAPEUTICS INC | 740,261 | 0 | -740,261 | 8,313,131 | 0 | — | -8,313,131 |
| NURIX THERAPEUTICS INC(NRIX) | 3,732,888 | 3,678,394 | -54,494 | 42,517,594 | 33,988,361 | 3.31% | -8,529,233 |
| BOSTON SCIENTIFIC CORP(BSX) | 85,301 | 0 | -85,301 | 9,162,180 | 0 | — | -9,162,180 |
| BIOHAVEN LTD(BHVN) | 729,515 | 0 | -729,515 | 10,293,457 | 0 | — | -10,293,457 |
| HINGE HEALTH INC(HNGE) | 300,000 | 0 | -300,000 | 15,525,000 | 0 | — | -15,525,000 |
| KYMERA THERAPEUTICS INC(KYMR) | 803,289 | 0 | -803,289 | 35,055,532 | 0 | — | -35,055,532 |
| REPLIMUNE GROUP INC(REPL) | 4,664,791 | 535,818 | -4,128,973 | 43,335,908 | 2,245,077 | 0.22% | -41,090,831 |