Filed: 2/14/2025ACC: 0001104659-25-014154
📋 What this filing means
REDMILE GROUP, LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $1.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$1.43B
Total AUM (reported)
153.62M
Total Shares
Allocation by class
COM$1.27B88.7%
SHS$84.27M5.9%
COM NEW$41.42M2.9%
ADS$16.51M1.2%
SPONSORED ADS$11.34M0.8%
COM CL A$8.06M0.6%
SPONDS ADR$385.5K0.0%
Portfolio Concentration
Top 3$393.63M27.4%
4–10$391.27M27.3%
11–25$424.93M29.6%
Rest$225.04M15.7%
Top 3 weight
27.4%
Top 10 weight
54.7%
Voting Authority Distribution
Total shares with voting rights: 153.62M
Sole
Full voting authority
153.62M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
SCHOLAR ROCK HLDG CORP
SOLEShares4.55M
TypeSH
Market value$196.65M
13.70%
Sole
4.55M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares753.17K
TypeSH
Market value$117.99M
8.22%
Sole
753.17K
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares4.19M
TypeSH
Market value$78.99M
5.50%
Sole
4.19M
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares4.84M
TypeSH
Market value$70.86M
4.94%
Sole
4.84M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares7.05M
TypeSH
Market value$66.46M
4.63%
Sole
7.05M
Shared
0.00
None
0.00
REPLIMUNE GROUP INC
SOLEShares4.91M
TypeSH
Market value$59.41M
4.14%
Sole
4.91M
Shared
0.00
None
0.00
IMMUNOME INC
SOLEShares4.83M
TypeSH
Market value$51.27M
3.57%
Sole
4.83M
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares4.59M
TypeSH
Market value$50.67M
3.53%
Sole
4.59M
Shared
0.00
None
0.00
LIVANOVA PLC
SOLEShares1.04M
TypeSH
Market value$48.33M
3.37%
Sole
1.04M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares1.10M
TypeSH
Market value$44.27M
3.09%
Sole
1.10M
Shared
0.00
None
0.00
PLIANT THERAPEUTICS INC
SOLEShares2.90M
TypeSH
Market value$38.13M
2.66%
Sole
2.90M
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares1.53M
TypeSH
Market value$37.91M
2.64%
Sole
1.53M
Shared
0.00
None
0.00
REGENXBIO INC
SOLEShares4.79M
TypeSH
Market value$37.06M
2.58%
Sole
4.79M
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares1.24M
TypeSH
Market value$34.36M
2.39%
Sole
1.24M
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares904.50K
TypeSH
Market value$33.78M
2.35%
Sole
904.50K
Shared
0.00
None
0.00
ANNEXON INC
SOLEShares6.30M
TypeSH
Market value$32.32M
2.25%
Sole
6.30M
Shared
0.00
None
0.00
ADC THERAPEUTICS SA
SOLEShares15.67M
TypeSH
Market value$31.18M
2.17%
Sole
15.67M
Shared
0.00
None
0.00
NEUROGENE INC
SOLEShares1.32M
TypeSH
Market value$30.17M
2.10%
Sole
1.32M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares312.68K
TypeSH
Market value$27.93M
1.95%
Sole
312.68K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares3.55M
TypeSH
Market value$27.73M
1.93%
Sole
3.55M
Shared
0.00
None
0.00
ABSCI CORPORATION
SOLEShares8.25M
TypeSH
Market value$21.62M
1.51%
Sole
8.25M
Shared
0.00
None
0.00
FATE THERAPEUTICS INC
SOLEShares12.87M
TypeSH
Market value$21.24M
1.48%
Sole
12.87M
Shared
0.00
None
0.00
IGM BIOSCIENCES INC
SOLEShares2.95M
TypeSH
Market value$18.04M
1.26%
Sole
2.95M
Shared
0.00
None
0.00
89BIO INC
SOLEShares2.17M
TypeSH
Market value$16.95M
1.18%
Sole
2.17M
Shared
0.00
None
0.00
SILENCE THERAPEUTICS PLC
SOLEShares2.40M
TypeSH
Market value$16.51M
1.15%
Sole
2.40M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHOLAR ROCK HLDG CORPSOLE | COM | 4.55M | SH | $196.65M 13.70% | 4.55M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 753.17K | SH | $117.99M 8.22% | 753.17K | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 4.19M | SH | $78.99M 5.50% | 4.19M | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 4.84M | SH | $70.86M 4.94% | 4.84M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 7.05M | SH | $66.46M 4.63% | 7.05M | 0.00 | 0.00 |
REPLIMUNE GROUP INCSOLE | COM | 4.91M | SH | $59.41M 4.14% | 4.91M | 0.00 | 0.00 |
IMMUNOME INCSOLE | COM | 4.83M | SH | $51.27M 3.57% | 4.83M | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 4.59M | SH | $50.67M 3.53% | 4.59M | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 1.04M | SH | $48.33M 3.37% | 1.04M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 1.10M | SH | $44.27M 3.09% | 1.10M | 0.00 | 0.00 |
PLIANT THERAPEUTICS INCSOLE | COM | 2.90M | SH | $38.13M 2.66% | 2.90M | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 1.53M | SH | $37.91M 2.64% | 1.53M | 0.00 | 0.00 |
REGENXBIO INCSOLE | COM | 4.79M | SH | $37.06M 2.58% | 4.79M | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 1.24M | SH | $34.36M 2.39% | 1.24M | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 904.50K | SH | $33.78M 2.35% | 904.50K | 0.00 | 0.00 |
ANNEXON INCSOLE | COM | 6.30M | SH | $32.32M 2.25% | 6.30M | 0.00 | 0.00 |
ADC THERAPEUTICS SASOLE | SHS | 15.67M | SH | $31.18M 2.17% | 15.67M | 0.00 | 0.00 |
NEUROGENE INCSOLE | COM | 1.32M | SH | $30.17M 2.10% | 1.32M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 312.68K | SH | $27.93M 1.95% | 312.68K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 3.55M | SH | $27.73M 1.93% | 3.55M | 0.00 | 0.00 |
ABSCI CORPORATIONSOLE | COM | 8.25M | SH | $21.62M 1.51% | 8.25M | 0.00 | 0.00 |
FATE THERAPEUTICS INCSOLE | COM | 12.87M | SH | $21.24M 1.48% | 12.87M | 0.00 | 0.00 |
IGM BIOSCIENCES INCSOLE | COM | 2.95M | SH | $18.04M 1.26% | 2.95M | 0.00 | 0.00 |
89BIO INCSOLE | COM | 2.17M | SH | $16.95M 1.18% | 2.17M | 0.00 | 0.00 |
SILENCE THERAPEUTICS PLCSOLE | ADS | 2.40M | SH | $16.51M 1.15% | 2.40M | 0.00 | 0.00 |
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