Redmile Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Redmile Group, LLC reported 63 stock positions worth $1.7 billion. Its top holding was Krystal Biotech (KRYS) at 11.3% of the portfolio, followed by Amicus Therapeutics (FOLD, 6.4%) and Nurix Therapeutics (NRIX, 5.6%). Compared with Q1 2024, it opened 1 new position, sold out of 15, added to 9 and reduced 34. The biggest buy was Replimune (REPL, shares +49%) and the biggest sale an exit from Deciphera Pharmaceuticals (DCPH).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001425738
- Portfolio Value
- $1.7B (Q2 2024)
- SEC Filing
- 0001104659-24-089642 ↗ filed Aug 14, 2024
Holdings Value
Holdings 63 stocks · $1.7B
| KRYS Krystal Biotech Inc. | 11.34% | 1,021,078 | $187.5M | Reduce -32.3% |
| FOLD Amicus Therapeutics Inc. | 6.35% | 10,595,089 | $105.1M | Reduce -20.1% |
| NRIX Nurix Therapeutics Inc. | 5.58% | 4,423,616 | $92.3M | Reduce -1.3% |
| STOK Stoke Therapeutics Inc. | 3.86% | 4,721,054 | $63.8M | Reduce -6.9% |
| IMNM Immunome Inc. | 3.58% | 4,889,554 | $59.2M | No change |
| RGNX Regenxbio Inc. | 3.23% | 4,569,802 | $53.5M | Add +0.4% |
| LIVN Livanova PLC | 3.08% | 929,506 | $51.0M | Reduce -10.4% |
| REPL Replimune Group Inc. | 3.03% | 5,562,096 | $50.1M | Add +49.1% |
| ADCT Adc Therapeutics SA | 2.92% | 15,269,217 | $48.3M | No change |
| KYMR Kymera Therapeutics Inc. | 2.85% | 1,579,275 | $47.1M | Reduce -8.9% |
| SRRK Scholar Rock Holding Corp. | 2.75% | 5,453,083 | $45.4M | Reduce -15.1% |
| ZYME Zymeworks Inc. | 2.68% | 5,211,037 | $44.3M | Reduce -6.3% |
| FATE Fate Therapeutics Inc. | 2.61% | 13,169,057 | $43.2M | No change |
| COGT Cogent Biosciences Inc. | 2.45% | 4,799,973 | $40.5M | Add +21.1% |
| BEAM Beam Therapeutics Inc. | 2.41% | 1,703,061 | $39.9M | Reduce -9.4% |
| SLN Silence Therapeutics PLC-ADR | 2.31% | 2,014,296 | $38.3M | Reduce -0.7% |
| AKRO Akero Therapeutics Inc. | 2.29% | 1,614,473 | $37.9M | Reduce -13.1% |
| BHVN Biohaven Ltd. | 2.28% | 1,087,576 | $37.7M | Reduce -6.5% |
| NGNE Neurogene Inc. | 2.23% | 1,013,663 | $36.9M | Add +8.4% |
| PLRX Pliant Therapeutics Inc. | 2.09% | 3,209,591 | $34.5M | Add +3.6% |
| CTLT Catalent Inc. | 2.02% | 595,570 | $33.5M | Reduce -5.8% |
| ANNX Annexon Inc. | 1.90% | 6,427,462 | $31.5M | Add +16.8% |
| BSX Boston Scientific Corp. | 1.82% | 390,253 | $30.1M | Reduce -30.4% |
| IDYA Ideaya Biosciences Inc. | 1.61% | 759,516 | $26.7M | Reduce -17.7% |
| CLDX Celldex Therapeutics Inc. | 1.61% | 718,723 | $26.6M | Reduce -19.8% |
| ABSI Absci Corp. | 1.54% | 8,253,316 | $25.4M | No change |
| KROS Keros Therapeutics Inc. | 1.53% | 552,506 | $25.2M | No change |
| ALXO Alx Oncology Holdings Inc. | 1.47% | 4,036,451 | $24.3M | Reduce -6.7% |
| FDMT 4D Molecular Therapeutics Inc. | 1.36% | 1,073,435 | $22.5M | Reduce -14.9% |
| STTK Shattuck Labs Inc. | 1.31% | 5,615,489 | $21.7M | No change |
| IGMS Igm Biosciences Inc. | 1.28% | 3,072,478 | $21.1M | No change |
| IMVT Immunovant Inc. | 1.15% | 720,177 | $19.0M | Reduce -25.7% |
| ISRG Intuitive Surgical Inc. | 1.07% | 39,843 | $17.7M | Add +34.9% |
| AUGX Augmedix Inc. | 0.87% | 16,380,327 | $14.4M | No change |
| ETNB 89BIO Inc. | 0.85% | 1,745,656 | $14.0M | Reduce -22.9% |
| ARDX Ardelyx Inc. | 0.84% | 1,881,501 | $13.9M | Reduce -14.3% |
| SYK Stryker Corp. | 0.81% | 39,483 | $13.4M | Reduce -8.7% |
| PRME Prime Medicine Inc. | 0.64% | 2,074,350 | $10.7M | No change |
| BPMC Blueprint Medicines Corp. | 0.62% | 94,405 | $10.2M | Reduce -16.5% |
| ESTA Establishment Labs Holdings | 0.59% | 213,024 | $9.7M | Add +86.3% |
| NUVB Nuvation Bio Inc. | 0.54% | 3,031,009 | $8.9M | No change |
| TRDA Entrada Therapeutics Inc. | 0.48% | 560,971 | $8.0M | Reduce -56.3% |
| ACIU Ac Immune SA | 0.44% | 1,807,704 | $7.2M | Reduce -9.9% |
| VERV Verve Therapeutics Inc. | 0.43% | 1,463,406 | $7.1M | Reduce -8.8% |
| RPTX Repare Therapeutics Inc. | 0.39% | 1,942,555 | $6.4M | Reduce -3.7% |
| CYTK Cytokinetics Inc. | 0.37% | 111,867 | $6.1M | Reduce -30.8% |
| VTYX Ventyx Biosciences Inc. | 0.30% | 2,164,126 | $5.0M | No change |
| BOLD Boundless Bio Inc. | 0.24% | 1,034,583 | $4.0M | Reduce -7.1% |
| ATRA Atara Biotherapeutics Inc. | 0.23% | 452,270 | $3.8M | New |
| STXS Stereotaxis Inc. | 0.23% | 2,108,219 | $3.8M | Reduce -36.3% |
| LVTX Lava Therapeutics NV | 0.23% | 2,074,372 | $3.7M | No change |
| IVVD Invivyd Inc. | 0.20% | 3,065,714 | $3.4M | Add +112.8% |
| CABA Cabaletta Bio Inc. | 0.20% | 442,826 | $3.3M | No change |
| GRITSTONE BIO INC | 0.19% | 5,107,732 | $3.2M | Reduce -11.3% |
| ALLK Allakos LLC | 0.19% | 3,077,828 | $3.1M | Reduce -10.8% |
| XERS Xeris Biopharma Holdings Inc. | 0.14% | 1,046,587 | $2.4M | No change |
| RAPT THERAPEUTICS INC | 0.10% | 536,682 | $1.6M | Reduce -19.0% |
| ALLOVIR INC | 0.08% | 1,907,969 | $1.4M | No change |
| ACHL Achilles Therapeutics PL-ADR | 0.08% | 1,608,089 | $1.3M | No change |
| LAB Standard Biotools Inc. | 0.04% | 411,631 | $729K | No change |
| ADAPY Adaptimmune Therapeutics-ADR | 0.04% | 715,607 | $698K | No change |
| HOOKIPA PHARMA INC | 0.04% | 1,063,769 | $630K | No change |
| TKNO Alpha Teknova Inc. | 0.01% | 154,509 | $212K | Reduce -9.9% |
Portfolio Sells Q1 2024 → Q2 2024
| DCPH Deciphera Pharmaceuticals Inc. | Sold out | 0.00% | −3.06 |
| SRRK Scholar Rock Holding Corp. | Reduce -15.1% | 2.75% | −1.44 |
| ABT Abbott Laboratories | Sold out | 0.00% | −1.09 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −1.05 |
| CI The Cigna Group | Sold out | 0.00% | −0.87 |
| EVH Evolent Health Inc. Class A | Sold out | 0.00% | −0.82 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.64 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.59 |
| ICLR Icon PLC | Sold out | 0.00% | −0.46 |
| PGNY Progyny Inc. | Sold out | 0.00% | −0.45 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.41 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.41 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −0.40 |
| PEN Penumbra Inc. | Sold out | 0.00% | −0.37 |
| GRITSTONE BIO INC | Reduce -11.3% | 0.19% | −0.35 |
| VERV Verve Therapeutics Inc. | Reduce -8.8% | 0.43% | −0.35 |
| BOLD Boundless Bio Inc. | Reduce -7.1% | 0.24% | −0.34 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −0.33 |
| ALXO Alx Oncology Holdings Inc. | Reduce -6.7% | 1.47% | −0.30 |
| ATRA Atara Biotherapeutics Inc. | Sold out | 0.00% | −0.24 |
| TRDA Entrada Therapeutics Inc. | Reduce -56.3% | 0.48% | −0.18 |
| ETNB 89BIO Inc. | Reduce -22.9% | 0.85% | −0.12 |
| RAPT THERAPEUTICS INC | Reduce -19.0% | 0.10% | −0.12 |
| FDMT 4D Molecular Therapeutics Inc. | Reduce -14.9% | 1.36% | −0.11 |
| STXS Stereotaxis Inc. | Reduce -36.3% | 0.23% | −0.09 |
| BHVN Biohaven Ltd. | Reduce -6.5% | 2.28% | −0.05 |
| CYTK Cytokinetics Inc. | Reduce -30.8% | 0.37% | −0.05 |
| TKNO Alpha Teknova Inc. | Reduce -9.9% | 0.01% | −0.00 |
| IMVT Immunovant Inc. | Reduce -25.7% | 1.15% | −0.00 |
| ALLK Allakos LLC | Reduce -10.8% | 0.19% | +0.03 |
| RPTX Repare Therapeutics Inc. | Reduce -3.7% | 0.39% | +0.04 |
| IDYA Ideaya Biosciences Inc. | Reduce -17.7% | 1.61% | +0.13 |
| BEAM Beam Therapeutics Inc. | Reduce -9.4% | 2.41% | +0.13 |
| ACIU Ac Immune SA | Reduce -9.9% | 0.44% | +0.22 |
| BPMC Blueprint Medicines Corp. | Reduce -16.5% | 0.62% | +0.22 |
| CLDX Celldex Therapeutics Inc. | Reduce -19.8% | 1.61% | +0.23 |
| SYK Stryker Corp. | Reduce -8.7% | 0.81% | +0.24 |
| ARDX Ardelyx Inc. | Reduce -14.3% | 0.84% | +0.25 |
| KYMR Kymera Therapeutics Inc. | Reduce -8.9% | 2.85% | +0.29 |
| BSX Boston Scientific Corp. | Reduce -30.4% | 1.82% | +0.41 |
| ZYME Zymeworks Inc. | Reduce -6.3% | 2.68% | +0.53 |
| AKRO Akero Therapeutics Inc. | Reduce -13.1% | 2.29% | +0.57 |
| FOLD Amicus Therapeutics Inc. | Reduce -20.1% | 6.35% | +0.62 |
| SLN Silence Therapeutics PLC-ADR | Reduce -0.7% | 2.31% | +0.71 |
| CTLT Catalent Inc. | Reduce -5.8% | 2.02% | +0.71 |
| LIVN Livanova PLC | Reduce -10.4% | 3.08% | +0.95 |
| STOK Stoke Therapeutics Inc. | Reduce -6.9% | 3.86% | +1.34 |
| KRYS Krystal Biotech Inc. | Reduce -32.3% | 11.34% | +1.49 |
| NRIX Nurix Therapeutics Inc. | Reduce -1.3% | 5.58% | +3.16 |
Portfolio Buys Q1 2024 → Q2 2024
| REPL Replimune Group Inc. | Add +49.1% | 3.03% | +1.91 |
| COGT Cogent Biosciences Inc. | Add +21.1% | 2.45% | +1.47 |
| ISRG Intuitive Surgical Inc. | Add +34.9% | 1.07% | +0.64 |
| NGNE Neurogene Inc. | Add +8.4% | 2.23% | +0.48 |
| ANNX Annexon Inc. | Add +16.8% | 1.90% | +0.46 |
| PLRX Pliant Therapeutics Inc. | Add +3.6% | 2.09% | +0.39 |
| ESTA Establishment Labs Holdings | Add +86.3% | 0.59% | +0.37 |
| ATRA Atara Biotherapeutics Inc. | New | 0.23% | +0.23 |
| IVVD Invivyd Inc. | Add +112.8% | 0.20% | −0.03 |
| RGNX Regenxbio Inc. | Add +0.4% | 3.23% | −0.29 |
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 |