Redmile Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Redmile Group, LLC reported 77 stock positions worth $2.7 billion. Its top holding was Krystal Biotech (KRYS) at 9.8% of the portfolio, followed by Amicus Therapeutics (FOLD, 5.7%) and Immunome (IMNM, 4.4%). Compared with Q4 2023, it opened 16 new positions, sold out of 9, added to 22 and reduced 27. The biggest buy was Immunome (IMNM, shares +26%) and the biggest sale an exit from Immunogen (IMGN).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001425738
- Portfolio Value
- $2.7B (Q1 2024)
- SEC Filing
- 0001104659-24-062013 ↗ filed May 15, 2024
Holdings Value
Holdings 77 stocks · $2.7B
| KRYS Krystal Biotech Inc. | 9.85% | 1,508,250 | $268.4M | Reduce -13.0% |
| FOLD Amicus Therapeutics Inc. | 5.73% | 13,257,286 | $156.2M | Reduce -10.6% |
| IMNM Immunome Inc. | 4.43% | 4,889,554 | $120.7M | Add +26.0% |
| SRRK Scholar Rock Holding Corp. | 4.18% | 6,419,610 | $114.0M | Add +0.3% |
| FATE Fate Therapeutics Inc. | 3.55% | 13,169,057 | $96.7M | No change |
| RGNX Regenxbio Inc. | 3.52% | 4,551,556 | $95.9M | Add +21.0% |
| DCPH Deciphera Pharmaceuticals Inc. | 3.06% | 5,296,643 | $83.3M | Add +10.3% |
| KYMR Kymera Therapeutics Inc. | 2.56% | 1,734,089 | $69.7M | Reduce -4.9% |
| ADCT Adc Therapeutics SA | 2.52% | 15,269,217 | $68.6M | Reduce -0.4% |
| STOK Stoke Therapeutics Inc. | 2.51% | 5,073,049 | $68.5M | Add +93.2% |
| AUGX Augmedix Inc. | 2.46% | 16,380,327 | $67.0M | No change |
| NRIX Nurix Therapeutics Inc. | 2.42% | 4,483,016 | $65.9M | Add +37.7% |
| BHVN Biohaven Ltd. | 2.33% | 1,163,241 | $63.6M | Reduce -19.5% |
| BEAM Beam Therapeutics Inc. | 2.28% | 1,879,617 | $62.1M | Add +31.5% |
| ZYME Zymeworks Inc. | 2.15% | 5,560,798 | $58.5M | Reduce -4.0% |
| LIVN Livanova PLC | 2.13% | 1,037,780 | $58.1M | Reduce -8.7% |
| STTK Shattuck Labs Inc. | 1.84% | 5,615,489 | $50.2M | Reduce -0.1% |
| ALXO Alx Oncology Holdings Inc. | 1.77% | 4,326,509 | $48.2M | Add +18.2% |
| NGNE Neurogene Inc. | 1.75% | 935,252 | $47.6M | Reduce -1.2% |
| AKRO Akero Therapeutics Inc. | 1.72% | 1,858,702 | $47.0M | Add +67.5% |
| ABSI Absci Corp. | 1.72% | 8,253,316 | $46.9M | Add +2.8% |
| PLRX Pliant Therapeutics Inc. | 1.69% | 3,097,220 | $46.1M | Add +14.8% |
| SLN Silence Therapeutics PLC-ADR | 1.61% | 2,027,669 | $43.8M | New |
| IDYA Ideaya Biosciences Inc. | 1.49% | 922,678 | $40.5M | Reduce -1.4% |
| FDMT 4D Molecular Therapeutics Inc. | 1.48% | 1,261,427 | $40.2M | New |
| ANNX Annexon Inc. | 1.45% | 5,503,190 | $39.5M | No change |
| BSX Boston Scientific Corp. | 1.41% | 560,926 | $38.4M | Reduce -19.1% |
| CLDX Celldex Therapeutics Inc. | 1.38% | 896,454 | $37.6M | Reduce -9.8% |
| KROS Keros Therapeutics Inc. | 1.34% | 552,506 | $36.6M | New |
| CTLT Catalent Inc. | 1.31% | 632,464 | $35.7M | Reduce -42.5% |
| IMVT Immunovant Inc. | 1.15% | 969,621 | $31.3M | Reduce -0.8% |
| REPL Replimune Group Inc. | 1.12% | 3,729,983 | $30.5M | Reduce -3.5% |
| ABT Abbott Laboratories | 1.09% | 262,371 | $29.8M | Reduce -1.2% |
| IGMS Igm Biosciences Inc. | 1.09% | 3,072,478 | $29.6M | Add +3.4% |
| ALGN Align Technology Inc. | 1.05% | 87,255 | $28.6M | Add +74.2% |
| COGT Cogent Biosciences Inc. | 0.98% | 3,962,602 | $26.6M | Add +36.0% |
| ETNB 89BIO Inc. | 0.97% | 2,264,566 | $26.4M | Add +15.0% |
| CI The Cigna Group | 0.87% | 65,435 | $23.8M | New |
| EVH Evolent Health Inc. Class A | 0.82% | 679,172 | $22.3M | Reduce -18.7% |
| VERV Verve Therapeutics Inc. | 0.78% | 1,604,515 | $21.3M | Reduce -6.6% |
| TRDA Entrada Therapeutics Inc. | 0.67% | 1,283,735 | $18.2M | No change |
| HCA HCA Healthcare Inc. | 0.64% | 52,487 | $17.5M | Reduce -20.6% |
| ELV Elevance Health Inc. | 0.59% | 31,223 | $16.2M | Add +35.3% |
| ARDX Ardelyx Inc. | 0.59% | 2,194,560 | $16.0M | New |
| BOLD Boundless Bio Inc. | 0.58% | 1,114,034 | $15.9M | New |
| SYK Stryker Corp. | 0.57% | 43,246 | $15.5M | Reduce -18.6% |
| GRITSTONE BIO INC | 0.54% | 5,755,075 | $14.8M | Reduce -2.0% |
| PRME Prime Medicine Inc. | 0.53% | 2,074,350 | $14.5M | Add +56.6% |
| ICLR Icon PLC | 0.46% | 36,949 | $12.4M | New |
| PGNY Progyny Inc. | 0.45% | 320,864 | $12.2M | New |
| VTYX Ventyx Biosciences Inc. | 0.44% | 2,164,126 | $11.9M | Add +944.5% |
| ISRG Intuitive Surgical Inc. | 0.43% | 29,546 | $11.8M | Reduce -45.5% |
| CYTK Cytokinetics Inc. | 0.42% | 161,600 | $11.3M | New |
| DGX Quest Diagnostics Inc. | 0.41% | 83,849 | $11.2M | New |
| MCK McKesson Corp. | 0.41% | 20,707 | $11.1M | New |
| NUVB Nuvation Bio Inc. | 0.40% | 3,031,009 | $11.0M | No change |
| ELAN Elanco Animal Health Inc. | 0.40% | 676,039 | $11.0M | New |
| BPMC Blueprint Medicines Corp. | 0.39% | 113,060 | $10.7M | New |
| PEN Penumbra Inc. | 0.37% | 44,613 | $10.0M | Reduce -53.2% |
| RPTX Repare Therapeutics Inc. | 0.35% | 2,016,302 | $9.5M | Reduce -6.2% |
| APLS Apellis Pharmaceuticals Inc. | 0.33% | 155,000 | $9.1M | New |
| STXS Stereotaxis Inc. | 0.32% | 3,308,798 | $8.6M | Reduce -2.8% |
| CABA Cabaletta Bio Inc. | 0.28% | 442,826 | $7.6M | Reduce -67.8% |
| LVTX Lava Therapeutics NV | 0.25% | 2,074,372 | $6.9M | No change |
| ATRA Atara Biotherapeutics Inc. | 0.24% | 9,263,309 | $6.4M | Add +1.7% |
| IVVD Invivyd Inc. | 0.23% | 1,440,725 | $6.4M | No change |
| RAPT THERAPEUTICS INC | 0.22% | 662,398 | $5.9M | Add +80.6% |
| ACIU Ac Immune SA | 0.22% | 2,007,031 | $5.9M | Add +0.3% |
| ESTA Establishment Labs Holdings | 0.21% | 114,341 | $5.8M | New |
| ALLK Allakos LLC | 0.16% | 3,451,076 | $4.3M | Reduce -6.0% |
| XERS Xeris Biopharma Holdings Inc. | 0.08% | 1,046,587 | $2.3M | No change |
| ACHL Achilles Therapeutics PL-ADR | 0.07% | 1,608,089 | $2.0M | No change |
| ALLOVIR INC | 0.05% | 1,907,969 | $1.4M | No change |
| ADAPY Adaptimmune Therapeutics-ADR | 0.04% | 715,607 | $1.1M | No change |
| LAB Standard Biotools Inc. | 0.04% | 411,631 | $1.1M | New |
| HOOKIPA PHARMA INC | 0.03% | 1,063,769 | $757K | No change |
| TKNO Alpha Teknova Inc. | 0.02% | 171,453 | $434K | Add +6.5% |
Portfolio Sells Q4 2023 → Q1 2024
| IMGN Immunogen Inc. | Sold out | 0.00% | −17.42 |
| RYZB Rayzebio Inc. | Sold out | 0.00% | −4.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −2.42 |
| FOLD Amicus Therapeutics Inc. | Reduce -10.6% | 5.73% | −1.79 |
| CABA Cabaletta Bio Inc. | Reduce -67.8% | 0.28% | −0.84 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.73 |
| PEN Penumbra Inc. | Reduce -53.2% | 0.37% | −0.49 |
| CTLT Catalent Inc. | Reduce -42.5% | 1.31% | −0.46 |
| IMVT Immunovant Inc. | Reduce -0.8% | 1.15% | −0.32 |
| ISRG Intuitive Surgical Inc. | Reduce -45.5% | 0.43% | −0.22 |
| RPTX Repare Therapeutics Inc. | Reduce -6.2% | 0.35% | −0.21 |
| ALLK Allakos LLC | Reduce -6.0% | 0.16% | −0.20 |
| SNCE Science 37 Holdings Inc. | Sold out | 0.00% | −0.19 |
| EVH Evolent Health Inc. Class A | Reduce -18.7% | 0.82% | −0.17 |
| MDVLQ Medavail Holdings Inc. | Sold out | 0.00% | −0.11 |
| VERV Verve Therapeutics Inc. | Reduce -6.6% | 0.78% | −0.07 |
| REPL Replimune Group Inc. | Reduce -3.5% | 1.12% | −0.05 |
| SLGC Somalogic Inc. | Sold out | 0.00% | −0.03 |
| NVTAQ Invitae Corp. | Sold out | 0.00% | −0.03 |
| CLDX Celldex Therapeutics Inc. | Reduce -9.8% | 1.38% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -19.1% | 1.41% | −0.02 |
| ZYME Zymeworks Inc. | Reduce -4.0% | 2.15% | −0.00 |
| BCEL Atreca Inc. Class A | Sold out | 0.00% | −0.00 |
| SYK Stryker Corp. | Reduce -18.6% | 0.57% | −0.00 |
| HCA HCA Healthcare Inc. | Reduce -20.6% | 0.64% | +0.00 |
| LIVN Livanova PLC | Reduce -8.7% | 2.13% | +0.03 |
| ABT Abbott Laboratories | Reduce -1.2% | 1.09% | +0.05 |
| STXS Stereotaxis Inc. | Reduce -2.8% | 0.32% | +0.10 |
| GRITSTONE BIO INC | Reduce -2.0% | 0.54% | +0.11 |
| BHVN Biohaven Ltd. | Reduce -19.5% | 2.33% | +0.12 |
| IDYA Ideaya Biosciences Inc. | Reduce -1.4% | 1.49% | +0.30 |
| STTK Shattuck Labs Inc. | Reduce -0.1% | 1.84% | +0.41 |
| KYMR Kymera Therapeutics Inc. | Reduce -4.9% | 2.56% | +0.90 |
| NGNE Neurogene Inc. | Reduce -1.2% | 1.75% | +1.09 |
| ADCT Adc Therapeutics SA | Reduce -0.4% | 2.52% | +1.61 |
| KRYS Krystal Biotech Inc. | Reduce -13.0% | 9.85% | +2.16 |
Portfolio Buys Q4 2023 → Q1 2024
| IMNM Immunome Inc. | Add +26.0% | 4.43% | +2.94 |
| STOK Stoke Therapeutics Inc. | Add +93.2% | 2.51% | +2.02 |
| SLN Silence Therapeutics PLC-ADR | New | 1.61% | +1.61 |
| FDMT 4D Molecular Therapeutics Inc. | New | 1.48% | +1.48 |
| KROS Keros Therapeutics Inc. | New | 1.34% | +1.34 |
| NRIX Nurix Therapeutics Inc. | Add +37.7% | 2.42% | +1.22 |
| RGNX Regenxbio Inc. | Add +21.0% | 3.52% | +1.11 |
| BEAM Beam Therapeutics Inc. | Add +31.5% | 2.28% | +0.89 |
| CI The Cigna Group | New | 0.87% | +0.87 |
| AKRO Akero Therapeutics Inc. | Add +67.5% | 1.72% | +0.80 |
| ARDX Ardelyx Inc. | New | 0.59% | +0.59 |
| BOLD Boundless Bio Inc. | New | 0.58% | +0.58 |
| ALGN Align Technology Inc. | Add +74.2% | 1.05% | +0.56 |
| ABSI Absci Corp. | Add +2.8% | 1.72% | +0.51 |
| ICLR Icon PLC | New | 0.46% | +0.46 |
| PGNY Progyny Inc. | New | 0.45% | +0.45 |
| VTYX Ventyx Biosciences Inc. | Add +944.5% | 0.44% | +0.42 |
| CYTK Cytokinetics Inc. | New | 0.42% | +0.42 |
| DGX Quest Diagnostics Inc. | New | 0.41% | +0.41 |
| MCK McKesson Corp. | New | 0.41% | +0.41 |
| ELAN Elanco Animal Health Inc. | New | 0.40% | +0.40 |
| BPMC Blueprint Medicines Corp. | New | 0.39% | +0.39 |
| COGT Cogent Biosciences Inc. | Add +36.0% | 0.98% | +0.36 |
| APLS Apellis Pharmaceuticals Inc. | New | 0.33% | +0.33 |
| DCPH Deciphera Pharmaceuticals Inc. | Add +10.3% | 3.06% | +0.29 |
| ESTA Establishment Labs Holdings | New | 0.21% | +0.21 |
| ELV Elevance Health Inc. | Add +35.3% | 0.59% | +0.20 |
| IGMS Igm Biosciences Inc. | Add +3.4% | 1.09% | +0.20 |
| ETNB 89BIO Inc. | Add +15.0% | 0.97% | +0.18 |
| PRME Prime Medicine Inc. | Add +56.6% | 0.53% | +0.11 |
| ATRA Atara Biotherapeutics Inc. | Add +1.7% | 0.24% | +0.07 |
| LAB Standard Biotools Inc. | New | 0.04% | +0.04 |
| TKNO Alpha Teknova Inc. | Add +6.5% | 0.02% | −0.01 |
| PLRX Pliant Therapeutics Inc. | Add +14.8% | 1.69% | −0.05 |
| RAPT THERAPEUTICS INC | Add +80.6% | 0.22% | −0.11 |
| SRRK Scholar Rock Holding Corp. | Add +0.3% | 4.18% | −0.12 |
| ACIU Ac Immune SA | Add +0.3% | 0.22% | −0.14 |
| ALXO Alx Oncology Holdings Inc. | Add +18.2% | 1.77% | −0.18 |
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 |