account_balance
Investment manager · 13F filer · SEC CIK 1425738
Redmile Group, LLC
Reported value$1.49Bas of Jun 30, 2026
Positions39 4 new, 0 sold out
Top 10 weight73.5%SRRK alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SRRKScholar Rock HLDG Corp
15.9%Trimmed −52%
KRYSKrystal Biotech Inc
15.8%Trimmed −6%
STOKStoke Therapeutics Inc
8.7%Trimmed −5%
IMNMImmunome Inc
7.0%Trimmed −12%
NRIXNurix Therapeutics Inc
6.6%Trimmed −47%
ABSIAbsci Corporation
5.2%Trimmed −18%
ANNXAnnexon Inc
4.6%Trimmed −18%
RGNXRegenxbio Inc
3.5%
STTKShattuck Labs Inc
3.2%Added +24%
NGNENeurogene Inc
3.0%Trimmed −3%
BEAMBeam Therapeutics Inc
2.7%Trimmed −6%
AGMBAgomab Therapeutics NV
2.4%Added +1650%
SRRKScholar Rock HLDG Corp
15.9%Trimmed −52%
KRYSKrystal Biotech Inc
15.8%Trimmed −6%
STOK8.7%IMNM7.0%NRIXNurix Therapeutics Inc
6.6%Trimmed −47%
ABSI5.2%ANNX4.6%RGNX3.5%STTK3.2%NGNE3.0%BEAM2.7%AGMB2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SRRK Scholar Rock HLDG Corp 15.9% Trimmed −52%KRYS Krystal Biotech Inc 15.8% Trimmed −6%STOK Stoke Therapeutics Inc 8.7% Trimmed −5%IMNM Immunome Inc 7.0% Trimmed −12%NRIX Nurix Therapeutics Inc 6.6% Trimmed −47%ABSI Absci Corporation 5.2% Trimmed −18%ANNX Annexon Inc 4.6% Trimmed −18%RGNX Regenxbio Inc 3.5% HeldSTTK Shattuck Labs Inc 3.2% Added +24%NGNE Neurogene Inc 3.0% Trimmed −3%BEAM Beam Therapeutics Inc 2.7% Trimmed −6%AGMB Agomab Therapeutics NV 2.4% Added +1650%
What changed