Redmile Group, LLC Top Holdings and 13F Report (2025) About Redmile Group, LLCInvestment ActivityRedmile Group, LLC has $1.43 billion in total holdings as of December 31, 2024.Redmile Group, LLC owns shares of 62 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.97% of the portfolio was purchased this quarter.About 14.31% of the portfolio was sold this quarter.This quarter, Redmile Group, LLC has purchased 63 new stocks and bought additional shares in 9 stocks.Redmile Group, LLC sold shares of 40 stocks and completely divested from 4 stocks this quarter.Largest Holdings Scholar Rock $196,645,857Krystal Biotech $117,992,396Nurix Therapeutics $78,989,093Zymeworks $70,864,378Amicus Therapeutics $66,457,064 Largest New Holdings this Quarter CERIBELL INC $11,263,985 HoldingInsulet $2,495,568 HoldingSolid Biosciences $2,460,984 Holding Largest Purchases this Quarter CERIBELL INC 435,239 shares (about $11.26M)RAPT Therapeutics 5,970,785 shares (about $9.43M)NEUROGENE INC 355,416 shares (about $8.12M)LivaNova 168,500 shares (about $7.80M)89bio 597,326 shares (about $4.67M) Largest Sales this Quarter Scholar Rock 688,956 shares (about $29.78M)Kymera Therapeutics 292,824 shares (about $11.78M)Amicus Therapeutics 1,191,702 shares (about $11.23M)Krystal Biotech 57,070 shares (about $8.94M)BioNTech 70,985 shares (about $8.09M) 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 PortfolioSectorSRRKScholar Rock$196,645,857$29,776,678 ▼-13.2%4,549,88113.7%MedicalKRYSKrystal Biotech$117,992,396$8,940,586 ▼-7.0%753,1758.2%MedicalNRIXNurix Therapeutics$78,989,093$1,664,589 ▼-2.1%4,192,6275.5%MedicalZYMEZymeworks$70,864,378$3,827,599 ▼-5.1%4,840,4634.9%MedicalFOLDAmicus Therapeutics$66,457,064$11,225,833 ▼-14.5%7,054,8904.6%MedicalREPLReplimune Group$59,405,932$1,505,806 ▲2.6%4,905,5274.1%MedicalIMNMImmunome$51,273,636$653,427 ▼-1.3%4,828,0263.6%MedicalSTOKStoke Therapeutics$50,667,728$1,322,276 ▼-2.5%4,593,6293.5%MedicalLIVNLivaNova$48,326,291$7,803,235 ▲19.3%1,043,5393.4%MedicalKYMRKymera Therapeutics$44,270,379$11,780,309 ▼-21.0%1,100,4323.1%MedicalPLRXPliant Therapeutics$38,133,445$3,977,511 ▼-9.4%2,895,4782.7%MedicalBEAMBeam Therapeutics$37,908,462$2,044,661 ▼-5.1%1,528,5672.6%MedicalRGNXREGENXBIO$37,063,649$758,483 ▼-2.0%4,794,7802.6%MedicalAKROAkero Therapeutics$34,363,514$4,236,151 ▼-11.0%1,235,2092.4%MedicalBHVNBiohaven$33,782,926$4,845,154 ▼-12.5%904,4962.4%MedicalANNXAnnexon$32,322,304$650,576 ▼-2.0%6,300,6442.3%MedicalADCTADC Therapeutics$31,176,795$4,947 ▼0.0%15,666,7312.2%MedicalNEUROGENE INC$30,169,782$8,124,810 ▲36.9%1,319,7632.1%COMBSXBoston Scientific$27,928,846$1,624,731 ▼-5.5%312,6831.9%MedicalCOGTCogent Biosciences$27,727,721$7,250,443 ▼-20.7%3,554,8361.9%MedicalABSIAbsci$21,623,6880.0%8,253,3161.5%MedicalFATEFate Therapeutics$21,240,361$488,583 ▼-2.2%12,872,9461.5%MedicalIGMSIGM Biosciences$18,037,520$735,320 ▼-3.9%2,952,1311.3%MedicalETNB89bio$16,947,316$4,671,089 ▲38.0%2,167,1761.2%MedicalSLNSilence Therapeutics$16,507,301$3,440,000 ▲26.3%2,399,3171.2%MedicalIDYAIDEAYA Biosciences$15,916,010$1,589,545 ▼-9.1%619,3001.1%MedicalCLDXCelldex Therapeutics$15,560,634$1,046,178 ▼-6.3%615,7751.1%MedicalESTAEstablishment Labs$14,749,264$2,688,000 ▲22.3%320,1491.0%MedicalIMVTImmunovant$14,164,080$1,743,932 ▼-11.0%571,8241.0%MedicalCERIBELL INC$11,263,985$11,263,985 ▲New Holding435,2390.8%COMSYKStryker$11,044,894$743,503 ▼-6.3%30,6760.8%MedicalRAPTRAPT Therapeutics$10,231,001$9,433,840 ▲1,183.4%6,475,3170.7%MedicalBNTXBioNTech$9,511,520$8,088,740 ▼-46.0%83,4710.7%MedicalISRGIntuitive Surgical$8,843,568$5,091,720 ▼-36.5%16,9430.6%MedicalKROSKeros Therapeutics$8,746,1700.0%552,5060.6%MedicalNUVBNuvation Bio$8,062,4840.0%3,031,0090.6%MedicalARDXArdelyx$7,991,633$428,435 ▼-5.1%1,576,2590.6%MedicalORUKA THERAPEUTICS INC$7,983,4060.0%411,7280.6%COMVERVVerve Therapeutics$7,434,445$367,739 ▼-4.7%1,318,1640.5%MedicalSTTKShattuck Labs$6,703,066$91,676 ▼-1.3%5,539,7240.5%MedicalFDMT4D Molecular Therapeutics$6,666,789$363,053 ▼-5.2%1,196,9100.5%MedicalALXOALX Oncology$6,161,650$245,432 ▼-3.8%3,689,6110.4%MedicalPENPenumbra$6,113,448$2,825,062 ▲85.9%25,7430.4%MedicalPRMEPrime Medicine$6,057,1020.0%2,074,3500.4%MedicalATARA BIOTHERAPEUTICS INC$5,879,040$140,673 ▼-2.3%441,7010.4%COM NEWCYTKCytokinetics$4,355,810$212,527 ▼-4.7%92,5980.3%MedicalSTXSStereotaxis$4,102,780$703,959 ▼-14.6%1,799,4650.3%MedicalALLKAllakos$3,648,267$75,905 ▼-2.0%3,015,0970.3%MedicalATXSAstria Therapeutics$3,095,725$316,422 ▲11.4%346,2780.2%MedicalACIUAC Immune$2,792,607$1,781,643 ▼-38.9%1,034,2990.2%MedicalRPTXRepare Therapeutics$2,510,077$34,670 ▼-1.4%1,916,0890.2%MedicalPODDInsulet$2,495,568$2,495,568 ▲New Holding9,5590.2%MedicalSLDBSolid Biosciences$2,460,984$2,460,984 ▲New Holding615,2460.2%MedicalBOUNDLESS BIO INC$2,146,592$821,698 ▼-27.7%740,2040.1%COMLVTXLAVA Therapeutics$1,972,7280.0%2,074,3720.1%MedicalACHLAchilles Therapeutics$1,833,2210.0%1,608,0890.1%MedicalXERSXeris Biopharma$1,529,226$2,018,705 ▼-56.9%451,0990.1%MedicalIVVDInvivyd$1,334,730$23,688 ▼-1.7%3,012,2540.1%MedicalALVRAlloVir$801,3470.0%1,907,9690.1%MedicalADAPAdaptimmune Therapeutics$385,4970.0%715,6070.0%MedicalVTYXVentyx Biosciences$271,950$4,342,854 ▼-94.1%124,1780.0%MedicalHOOKIPA PHARMA INC$213,8160.0%106,3760.0%COM NEWAUGXAugmedix$0$38,493,768 ▼-100.0%00.0%MedicalCTLTCatalent$0$36,073,675 ▼-100.0%00.0%MedicalGRTSGritstone bio$0$2,853,211 ▼-100.0%00.0%MedicalCABACabaletta Bio$0$2,090,139 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
