Redmile Group, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| NURIX THERAPEUTICS INC | 3,678,394 | 8,093,908 | +4,415,514 | 33,988,361 | 153,541,435 | +119,553,074 |
| SCHOLAR ROCK HLDG CORP | 3,904,456 | 5,220,846 | +1,316,390 | 145,401,941 | 229,978,266 | +84,576,325 |
| IMMUNOME INC | 5,023,385 | 5,718,385 | +695,000 | 58,823,838 | 122,830,910 | +64,007,072 |
| KRYSTAL BIOTECH INC | 661,388 | 677,705 | +16,317 | 116,754,824 | 167,081,391 | +50,326,567 |
| ANNEXON INC | 6,300,644 | 10,050,644 | +3,750,000 | 19,216,964 | 50,454,233 | +31,237,269 |
| STOKE THERAPEUTICS INC | 4,175,542 | 4,034,070 | -141,472 | 98,125,237 | 128,041,382 | +29,916,145 |
| COGENT BIOSCIENCES INC | 2,209,118 | 1,437,918 | -771,200 | 31,722,934 | 51,074,847 | +19,351,913 |
| REGENXBIO INC | 4,693,389 | 4,368,804 | -324,585 | 45,291,204 | 62,910,778 | +17,619,574 |
| NUVATION BIO INC | 3,031,009 | 3,163,256 | +132,247 | 11,214,733 | 28,342,774 | +17,128,041 |
| RAPT THERAPEUTICS INC | 552,594 | 885,927 | +333,333 | 14,251,399 | 30,006,347 | +15,754,948 |
| DBV TECHNOLOGIES S A | 0 | 549,840 | +549,840 | 0 | 10,540,433 | +10,540,433 |
| REPLIMUNE GROUP INC | 535,818 | 1,099,756 | +563,938 | 2,245,077 | 10,689,628 | +8,444,551 |
| NEUROGENE INC | 1,299,022 | 1,459,599 | +160,577 | 22,512,051 | 30,067,739 | +7,555,688 |
| SHATTUCK LABS INC | 5,539,724 | 5,539,724 | 0 | 13,239,940 | 20,219,993 | +6,980,053 |
| XENON PHARMACEUTICALS INC | 0 | 133,882 | +133,882 | 0 | 6,000,591 | +6,000,591 |
| IDEAYA BIOSCIENCES INC | 742,017 | 742,017 | 0 | 20,190,283 | 25,651,528 | +5,461,245 |
| CERIBELL INC | 435,239 | 435,239 | 0 | 5,000,896 | 9,544,791 | +4,543,895 |
| INVIVYD INC | 2,285,320 | 2,681,159 | +395,839 | 2,513,852 | 6,622,463 | +4,108,611 |
| ABSCI CORPORATION | 8,253,316 | 8,253,316 | 0 | 25,090,081 | 28,804,073 | +3,713,992 |
| ORIC PHARMACEUTICALS INC | 0 | 448,110 | +448,110 | 0 | 3,665,540 | +3,665,540 |
| ESTABLISHMENT LABS HLDGS INC | 129,364 | 112,664 | -16,700 | 5,302,630 | 8,210,952 | +2,908,322 |
| BEAM THERAPEUTICS INC | 1,387,559 | 1,285,859 | -101,700 | 33,676,057 | 35,644,011 | +1,967,954 |
| SILENCE THERAPEUTICS PLC | 2,164,777 | 2,164,777 | 0 | 11,235,193 | 13,161,844 | +1,926,651 |
| ATARA BIOTHERAPEUTICS INC | 441,701 | 441,701 | 0 | 6,329,575 | 7,990,371 | +1,660,796 |
| REPARE THERAPEUTICS INC | 1,586,174 | 1,586,174 | 0 | 2,791,666 | 4,124,052 | +1,332,386 |
| KALARIS THERAPEUTICS INC | 82,955 | 82,955 | 0 | 479,480 | 700,140 | +220,660 |
| PLIANT THERAPEUTICS INC | 1,591,695 | 1,616,228 | +24,533 | 2,355,709 | 1,971,798 | -383,911 |
| CELLDEX THERAPEUTICS INC NEW | 327,008 | 283,308 | -43,700 | 8,459,697 | 7,694,645 | -765,052 |
| SOLID BIOSCIENCES INC | 1,899,342 | 1,860,542 | -38,800 | 11,718,940 | 10,493,457 | -1,225,483 |
| ALX ONCOLOGY HLDGS INC | 3,332,983 | 3,264,718 | -68,265 | 6,099,359 | 3,689,131 | -2,410,228 |
| FATE THERAPEUTICS INC | 12,872,946 | 12,872,946 | 0 | 16,219,912 | 12,648,957 | -3,570,955 |
| ADC THERAPEUTICS SA | 15,666,731 | 15,666,731 | 0 | 62,666,924 | 55,303,560 | -7,363,364 |
| LIVANOVA PLC | 926,799 | 118,054 | -808,745 | 48,545,732 | 7,263,863 | -41,281,869 |
| ZYMEWORKS INC | 3,705,750 | 491,654 | -3,214,096 | 63,294,210 | 12,945,250 | -50,348,960 |