Redmile Group, LLC Top Holdings and 13F Report (2024) About Redmile Group, LLCInvestment ActivityRedmile Group, LLC has $1.70 billion in total holdings as of September 30, 2024.Redmile Group, LLC owns shares of 63 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.58% of the portfolio was purchased this quarter.About 9.12% of the portfolio was sold this quarter.This quarter, Redmile Group, LLC has purchased 63 new stocks and bought additional shares in 4 stocks.Redmile Group, LLC sold shares of 32 stocks and completely divested from 5 stocks this quarter.Largest Holdings Krystal Biotech $147,488,897Nurix Therapeutics $96,193,643Amicus Therapeutics $88,073,603Immunome $71,485,279Kymera Therapeutics $65,942,806 Largest New Holdings this Quarter BioNTech $18,344,739 HoldingORUKA THERAPEUTICS INC $10,091,453 HoldingAstria Therapeutics $3,422,833 HoldingPenumbra $2,690,611 HoldingHOOKIPA PHARMA INC $457,417 Holding Largest Purchases this Quarter BioNTech 154,456 shares (about $18.34M)ORUKA THERAPEUTICS INC 411,728 shares (about $10.09M)Astria Therapeutics 310,884 shares (about $3.42M)REGENXBIO 323,100 shares (about $3.39M)Penumbra 13,847 shares (about $2.69M) Largest Sales this Quarter Krystal Biotech 210,833 shares (about $38.38M)Amicus Therapeutics 2,348,497 shares (about $25.08M)Kymera Therapeutics 186,019 shares (about $8.80M)Replimune Group 780,913 shares (about $8.56M)Akero Therapeutics 226,994 shares (about $6.51M) 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 PortfolioSectorKRYSKrystal Biotech$147,488,897$38,377,931 ▼-20.6%810,2458.7%MedicalNRIXNurix Therapeutics$96,193,643$3,205,008 ▼-3.2%4,280,9815.7%MedicalFOLDAmicus Therapeutics$88,073,603$25,081,948 ▼-22.2%8,246,5925.2%MedicalIMNMImmunome$71,485,2790.0%4,889,5544.2%MedicalKYMRKymera Therapeutics$65,942,806$8,804,279 ▼-11.8%1,393,2563.9%MedicalZYMEZymeworks$64,028,983$1,369,531 ▼-2.1%5,101,9113.8%MedicalSTOKStoke Therapeutics$57,929,026$92,728 ▼-0.2%4,713,5093.4%MedicalREPLReplimune Group$52,401,766$8,558,807 ▼-14.0%4,781,1833.1%MedicalBHVNBiohaven$51,679,923$2,666,249 ▼-4.9%1,034,2193.0%MedicalRGNXREGENXBIO$51,326,542$3,389,319 ▲7.1%4,892,9023.0%MedicalIGMSIGM Biosciences$50,818,7860.0%3,072,4783.0%MedicalADCTADC Therapeutics$49,358,034$1,260,000 ▲2.6%15,669,2172.9%MedicalCOGTCogent Biosciences$48,431,304$3,408,404 ▼-6.6%4,484,3802.9%MedicalFATEFate Therapeutics$46,091,7000.0%13,169,0572.7%MedicalLIVNLivaNova$45,974,549$2,861,696 ▼-5.9%875,0392.7%MedicalSRRKScholar Rock$41,963,084$1,716,110 ▼-3.9%5,238,8372.5%MedicalNEUROGENE INC$40,464,000$2,069,299 ▼-4.9%964,3472.4%COMAKROAkero Therapeutics$39,806,773$6,512,458 ▼-14.1%1,387,4792.3%MedicalBEAMBeam Therapeutics$39,469,819$2,255,176 ▼-5.4%1,611,0132.3%MedicalAUGXAugmedix$38,493,7680.0%16,380,3272.3%MedicalANNXAnnexon$38,050,5750.0%6,427,4622.2%MedicalCTLTCatalent$36,073,6750.0%595,5702.1%MedicalPLRXPliant Therapeutics$35,843,874$135,641 ▼-0.4%3,197,4912.1%MedicalSLNSilence Therapeutics$34,529,583$2,090,318 ▼-5.7%1,899,3172.0%MedicalKROSKeros Therapeutics$32,084,0230.0%552,5061.9%MedicalABSIAbsci$31,527,6670.0%8,253,3161.9%MedicalBSXBoston Scientific$27,727,157$4,976,044 ▼-15.2%330,8731.6%MedicalCLDXCelldex Therapeutics$22,337,378$2,092,016 ▼-8.6%657,1751.3%MedicalIDYAIDEAYA Biosciences$21,578,832$2,482,635 ▼-10.3%681,1501.3%MedicalSTTKShattuck Labs$19,598,0570.0%5,615,4891.2%MedicalBNTXBioNTech$18,344,739$18,344,739 ▲New Holding154,4561.1%MedicalIMVTImmunovant$18,309,949$2,222,298 ▼-10.8%642,2291.1%MedicalFDMT4D Molecular Therapeutics$13,643,193$2,039,361 ▲17.6%1,262,0900.8%MedicalISRGIntuitive Surgical$13,115,926$6,457,744 ▼-33.0%26,6980.8%MedicalSYKStryker$11,828,014$2,435,615 ▼-17.1%32,7410.7%MedicalETNB89bio$11,616,890$1,300,964 ▼-10.1%1,569,8500.7%MedicalARDXArdelyx$11,442,657$1,520,885 ▼-11.7%1,660,7630.7%MedicalESTAEstablishment Labs$11,328,216$2,110,667 ▲22.9%261,8030.7%MedicalORUKA THERAPEUTICS INC$10,091,453$10,091,453 ▲New Holding411,7280.6%COMPRMEPrime Medicine$8,027,7350.0%2,074,3500.5%MedicalALXOALX Oncology$6,982,568$363,772 ▼-5.0%3,836,5760.4%MedicalNUVBNuvation Bio$6,941,0110.0%3,031,0090.4%MedicalVERVVerve Therapeutics$6,695,491$387,394 ▼-5.5%1,383,3660.4%MedicalRPTXRepare Therapeutics$6,682,3890.0%1,942,5550.4%MedicalACIUAC Immune$6,403,951$429,170 ▼-6.3%1,694,1670.4%MedicalCYTKCytokinetics$5,127,725$778,853 ▼-13.2%97,1160.3%MedicalVTYXVentyx Biosciences$4,593,729$124,066 ▼-2.6%2,107,2150.3%MedicalSTXSStereotaxis$4,300,7670.0%2,108,2190.3%MedicalATARA BIOTHERAPEUTICS INC$3,676,9550.0%452,2700.2%COM NEWBOUNDLESS BIO INC$3,551,712$38,291 ▼-1.1%1,023,5480.2%COMLVTXLAVA Therapeutics$3,443,4580.0%2,074,3720.2%MedicalATXSAstria Therapeutics$3,422,833$3,422,833 ▲New Holding310,8840.2%MedicalIVVDInvivyd$3,127,0280.0%3,065,7140.2%MedicalXERSXeris Biopharma$2,982,7730.0%1,046,5870.2%MedicalGRTSGritstone bio$2,853,211$108,763 ▼-3.7%4,920,1780.2%MedicalPENPenumbra$2,690,611$2,690,611 ▲New Holding13,8470.2%MedicalCABACabaletta Bio$2,090,1390.0%442,8260.1%MedicalALLKAllakos$2,010,4370.0%3,077,8280.1%MedicalACHLAchilles Therapeutics$1,640,2510.0%1,608,0890.1%MedicalALVRAlloVir$1,542,5930.0%1,907,9690.1%MedicalRAPTRAPT Therapeutics$1,014,109$64,621 ▼-6.0%504,5320.1%MedicalADAPAdaptimmune Therapeutics$680,1130.0%715,6070.0%MedicalHOOKIPA PHARMA INC$457,417$457,417 ▲New Holding106,3760.0%COM NEWBPMCBlueprint Medicines$0$10,174,971 ▼-100.0%00.0%MedicalTRDAEntrada Therapeutics$0$7,993,837 ▼-100.0%00.0%MedicalLABStandard BioTools$0$728,587 ▼-100.0%00.0%MedicalHOOKHookipa Pharma$0$629,538 ▼-100.0%00.0%MedicalTKNOAlpha Teknova$0$211,677 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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