Redmile Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Redmile Group, LLC reported 39 stock positions worth $1.5 billion. Its top holding was Scholar Rock (SRRK) at 15.9% of the portfolio, followed by Krystal Biotech (KRYS, 15.8%) and Stoke Therapeutics (STOK, 8.7%). Compared with Q1 2026, it opened 4 new positions, added to 5 and reduced 23. The biggest buy was Agomab Therapeutics (AGMB, shares +1650%) and the biggest sale Scholar Rock (SRRK, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001425738
- Portfolio Value
- $1.5B (Q2 2026)
- SEC Filing
- 0001104659-26-097182 ↗ filed Aug 14, 2026
Holdings Value
Holdings 39 stocks · $1.5B
| SRRK Scholar Rock Holding Corp. | 15.92% | 4,311,092 | $237.1M | Reduce -52.5% |
| KRYS Krystal Biotech Inc. | 15.77% | 632,005 | $234.9M | Reduce -6.2% |
| STOK Stoke Therapeutics Inc. | 8.67% | 3,945,920 | $129.1M | Reduce -5.2% |
| IMNM Immunome Inc. | 6.99% | 4,911,590 | $104.1M | Reduce -11.6% |
| NRIX Nurix Therapeutics Inc. | 6.64% | 4,073,787 | $98.8M | Reduce -47.3% |
| ABSI Absci Corp. | 5.24% | 6,739,675 | $78.1M | Reduce -18.3% |
| ANNX Annexon Inc. | 4.55% | 11,869,877 | $67.8M | Reduce -18.4% |
| RGNX Regenxbio Inc. | 3.51% | 4,368,804 | $52.3M | No change |
| STTK Shattuck Labs Inc. | 3.21% | 6,892,033 | $47.8M | Add +24.4% |
| NGNE Neurogene Inc. | 2.98% | 1,412,199 | $44.4M | Reduce -3.3% |
| BEAM Beam Therapeutics Inc. | 2.68% | 1,164,259 | $40.0M | Reduce -5.9% |
| AGMB Agomab Therapeutics NV | 2.38% | 2,733,926 | $35.5M | Add +1649.7% |
| FATE Fate Therapeutics Inc. | 2.33% | 12,872,946 | $34.8M | No change |
| IDYA Ideaya Biosciences Inc. | 1.60% | 640,202 | $23.9M | Add +22.9% |
| SLN Silence Therapeutics PLC-ADR | 1.60% | 2,164,777 | $23.8M | No change |
| COGT Cogent Biosciences Inc. | 1.31% | 503,321 | $19.5M | Reduce -26.9% |
| SLDB Solid Biosciences Inc. | 1.31% | 1,948,695 | $19.5M | Reduce -3.1% |
| NUVB Nuvation Bio Inc. | 1.16% | 3,031,009 | $17.2M | Reduce -3.9% |
| CLDX Celldex Therapeutics Inc. | 1.08% | 433,921 | $16.1M | Add +65.9% |
| CLYM Climb Bio Inc. | 1.07% | 1,226,330 | $16.0M | New |
| ALXO Alx Oncology Holdings Inc. | 1.03% | 7,392,504 | $15.3M | Reduce -7.2% |
| BMRN Biomarin Pharmaceutical Inc. | 1.02% | 265,169 | $15.2M | Add +52.5% |
| XENE Xenon Pharmaceuticals Inc. | 0.93% | 229,374 | $13.8M | Reduce -12.7% |
| ZYME Zymeworks Inc. | 0.86% | 491,654 | $12.9M | No change |
| ADCT Adc Therapeutics SA | 0.83% | 11,526,710 | $12.3M | Reduce -25.5% |
| AURA Aura Biosciences Inc. | 0.79% | 1,666,667 | $11.8M | New |
| ODTX Odyssey Therapeutics Inc. | 0.53% | 425,000 | $8.0M | New |
| LIVN Livanova PLC | 0.51% | 93,154 | $7.7M | Reduce -14.0% |
| ESTA Establishment Labs Holdings | 0.51% | 88,964 | $7.6M | Reduce -14.0% |
| CBLL Ceribell Inc. | 0.51% | 386,786 | $7.5M | No change |
| DBVT DBV Technologies SA-Spon ADR | 0.45% | 410,440 | $6.7M | Reduce -16.5% |
| INSM Insmed Inc. | 0.37% | 51,234 | $5.5M | New |
| PRME Prime Medicine Inc. | 0.34% | 1,389,632 | $5.1M | Reduce -12.7% |
| ATRA Atara Biotherapeutics Inc. | 0.34% | 441,701 | $5.1M | No change |
| EPRX Eupraxia Pharmaceuticals Inc. | 0.27% | 611,400 | $4.0M | Reduce -12.7% |
| ORIC Oric Pharmaceuticals Inc. | 0.26% | 362,010 | $3.9M | Reduce -12.9% |
| ARDX Ardelyx Inc. | 0.22% | 641,750 | $3.3M | Reduce -12.5% |
| IVVD Invivyd Inc. | 0.15% | 2,597,759 | $2.3M | Reduce -1.9% |
| PLRX Pliant Therapeutics Inc. | 0.06% | 772,126 | $880K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SRRK Scholar Rock Holding Corp. | Reduce -52.5% | 15.92% | −13.60 |
| ADCT Adc Therapeutics SA | Reduce -25.5% | 0.83% | −3.01 |
| NRIX Nurix Therapeutics Inc. | Reduce -47.3% | 6.64% | −1.30 |
| IMNM Immunome Inc. | Reduce -11.6% | 6.99% | −1.06 |
| ANNX Annexon Inc. | Reduce -18.4% | 4.55% | −0.79 |
| COGT Cogent Biosciences Inc. | Reduce -26.9% | 1.31% | −0.45 |
| STOK Stoke Therapeutics Inc. | Reduce -5.2% | 8.67% | −0.31 |
| DBVT DBV Technologies SA-Spon ADR | Reduce -16.5% | 0.45% | −0.23 |
| ORIC Oric Pharmaceuticals Inc. | Reduce -12.9% | 0.26% | −0.09 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -12.7% | 0.93% | −0.08 |
| IVVD Invivyd Inc. | Reduce -1.9% | 0.15% | −0.08 |
| ARDX Ardelyx Inc. | Reduce -12.5% | 0.22% | −0.07 |
| EPRX Eupraxia Pharmaceuticals Inc. | Reduce -12.7% | 0.27% | −0.06 |
| ALXO Alx Oncology Holdings Inc. | Reduce -7.2% | 1.03% | −0.03 |
| PRME Prime Medicine Inc. | Reduce -12.7% | 0.34% | −0.02 |
| LIVN Livanova PLC | Reduce -14.0% | 0.51% | +0.06 |
| ESTA Establishment Labs Holdings | Reduce -14.0% | 0.51% | +0.12 |
| NUVB Nuvation Bio Inc. | Reduce -3.9% | 1.16% | +0.26 |
| SLDB Solid Biosciences Inc. | Reduce -3.1% | 1.31% | +0.35 |
| BEAM Beam Therapeutics Inc. | Reduce -5.9% | 2.68% | +0.73 |
| NGNE Neurogene Inc. | Reduce -3.3% | 2.98% | +1.03 |
| ABSI Absci Corp. | Reduce -18.3% | 5.24% | +3.60 |
| KRYS Krystal Biotech Inc. | Reduce -6.2% | 15.77% | +4.25 |
Portfolio Buys Q1 2026 → Q2 2026
| AGMB Agomab Therapeutics NV | Add +1649.7% | 2.38% | +2.27 |
| CLYM Climb Bio Inc. | New | 1.07% | +1.07 |
| STTK Shattuck Labs Inc. | Add +24.4% | 3.21% | +0.85 |
| AURA Aura Biosciences Inc. | New | 0.79% | +0.79 |
| CLDX Celldex Therapeutics Inc. | Add +65.9% | 1.08% | +0.53 |
| ODTX Odyssey Therapeutics Inc. | New | 0.53% | +0.53 |
| IDYA Ideaya Biosciences Inc. | Add +22.9% | 1.60% | +0.45 |
| BMRN Biomarin Pharmaceutical Inc. | Add +52.5% | 1.02% | +0.37 |
| INSM Insmed Inc. | New | 0.37% | +0.37 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 39 | $1.5B | SRRK, KRYS, STOK, IMNM, NRIX |
| Q1 2026 | 35 | $1.5B | SRRK, KRYS, STOK, IMNM, NRIX |
| Q4 2025 | 34 | $1.4B | SRRK, KRYS, NRIX, STOK, IMNM |
| Q3 2025 | 40 | $1.0B | SRRK, KRYS, STOK, ZYME, ADCT |
| Q2 2025 | 48 | $939.6M | SRRK, KRYS, ZYME, STOK, IMNM |
| Q1 2025 | 56 | $1.1B | SRRK, KRYS, FOLD, ZYME, NRIX |
| Q4 2024 | 62 | $1.4B | SRRK, KRYS, NRIX, ZYME, FOLD |
| Q3 2024 | 63 | $1.7B | KRYS, NRIX, FOLD, IMNM, KYMR |
| Q2 2024 | 63 | $1.7B | KRYS, FOLD, NRIX, STOK, IMNM |
| Q1 2024 | 77 | $2.7B | KRYS, FOLD, IMNM, SRRK, FATE |