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Redmile Group, LLC

Q4 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    34

  • Value ($000)

    $1,357,911

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001425738
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SRRK

SCHOLAR ROCK HLDG CORP

COM
80706P103
$229.98M
17 %

5,220,846

K
KRYS

KRYSTAL BIOTECH INC

COM
501147102
$167.08M
12 %

677,705

N
NRIX

NURIX THERAPEUTICS INC

COM
67080M103
$153.54M
11 %

8,093,908

S
STOK

STOKE THERAPEUTICS INC

COM
86150R107
$128.04M
9 %

4,034,070

I
IMNM

IMMUNOME INC

COM
45257U108
$122.83M
9 %

5,718,385

R
RGNX

REGENXBIO INC

COM
75901B107
$62.91M
5 %

4,368,804

---

ADC THERAPEUTICS SA

SHS
H0036K147
$55.3M
4 %

15,666,731

C
COGT

COGENT BIOSCIENCES INC

COM
19240Q201
$51.07M
4 %

1,437,918

A
ANNX

ANNEXON INC

COM
03589W102
$50.45M
4 %

10,050,644

B
BEAM

BEAM THERAPEUTICS INC

COM
07373V105
$35.64M
3 %

1,285,859

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