Filed: 8/14/2025ACC: 0001104659-25-078608
📋 What this filing means
REDMILE GROUP, LLC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $939.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$939.58M
Total AUM (reported)
119.50M
Total Shares
Allocation by class
COM$794.03M84.5%
SHS$86.79M9.2%
COM NEW$24.77M2.6%
CL A$15.53M1.7%
ADS$12.56M1.3%
COM CL A$5.91M0.6%
Portfolio Concentration
Top 3$282.46M30.1%
4–10$306.20M32.6%
11–25$259.84M27.7%
Rest$91.08M9.7%
Top 3 weight
30.1%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 119.50M
Sole
Full voting authority
119.50M
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)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
SCHOLAR ROCK HLDG CORP
SOLEShares3.93M
TypeSH
Market value$139.17M
14.81%
Sole
3.93M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares663.47K
TypeSH
Market value$91.20M
9.71%
Sole
663.47K
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares4.15M
TypeSH
Market value$52.09M
5.54%
Sole
4.15M
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares4.38M
TypeSH
Market value$49.67M
5.29%
Sole
4.38M
Shared
0.00
None
0.00
IMMUNOME INC
SOLEShares4.87M
TypeSH
Market value$45.31M
4.82%
Sole
4.87M
Shared
0.00
None
0.00
REPLIMUNE GROUP INC
SOLEShares4.66M
TypeSH
Market value$43.34M
4.61%
Sole
4.66M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares3.73M
TypeSH
Market value$42.52M
4.53%
Sole
3.73M
Shared
0.00
None
0.00
LIVANOVA PLC
SOLEShares934.27K
TypeSH
Market value$42.06M
4.48%
Sole
934.27K
Shared
0.00
None
0.00
ADC THERAPEUTICS SA
SOLEShares15.67M
TypeSH
Market value$41.99M
4.47%
Sole
15.67M
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares774.31K
TypeSH
Market value$41.32M
4.40%
Sole
774.31K
Shared
0.00
None
0.00
REGENXBIO INC
SOLEShares4.78M
TypeSH
Market value$39.21M
4.17%
Sole
4.78M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares803.29K
TypeSH
Market value$35.06M
3.73%
Sole
803.29K
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares1.42M
TypeSH
Market value$24.21M
2.58%
Sole
1.42M
Shared
0.00
None
0.00
ABSCI CORPORATION
SOLEShares8.25M
TypeSH
Market value$21.21M
2.26%
Sole
8.25M
Shared
0.00
None
0.00
NEUROGENE INC
SOLEShares1.28M
TypeSH
Market value$19.09M
2.03%
Sole
1.28M
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares300K
TypeSH
Market value$15.53M
1.65%
Sole
300K
Shared
0.00
None
0.00
89BIO INC
SOLEShares1.55M
TypeSH
Market value$15.17M
1.61%
Sole
1.55M
Shared
0.00
None
0.00
ANNEXON INC
SOLEShares6.30M
TypeSH
Market value$15.12M
1.61%
Sole
6.30M
Shared
0.00
None
0.00
FATE THERAPEUTICS INC
SOLEShares12.87M
TypeSH
Market value$14.42M
1.53%
Sole
12.87M
Shared
0.00
None
0.00
SILENCE THERAPEUTICS PLC
SOLEShares2.16M
TypeSH
Market value$12.56M
1.34%
Sole
2.16M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares1.45M
TypeSH
Market value$10.40M
1.11%
Sole
1.45M
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares729.51K
TypeSH
Market value$10.29M
1.10%
Sole
729.51K
Shared
0.00
None
0.00
SOLID BIOSCIENCES INC
SOLEShares1.92M
TypeSH
Market value$9.33M
0.99%
Sole
1.92M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares85.30K
TypeSH
Market value$9.16M
0.98%
Sole
85.30K
Shared
0.00
None
0.00
IDEAYA BIOSCIENCES INC
SOLEShares432.49K
TypeSH
Market value$9.09M
0.97%
Sole
432.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHOLAR ROCK HLDG CORPSOLE | COM | 3.93M | SH | $139.17M 14.81% | 3.93M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 663.47K | SH | $91.20M 9.71% | 663.47K | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 4.15M | SH | $52.09M 5.54% | 4.15M | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 4.38M | SH | $49.67M 5.29% | 4.38M | 0.00 | 0.00 |
IMMUNOME INCSOLE | COM | 4.87M | SH | $45.31M 4.82% | 4.87M | 0.00 | 0.00 |
REPLIMUNE GROUP INCSOLE | COM | 4.66M | SH | $43.34M 4.61% | 4.66M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 3.73M | SH | $42.52M 4.53% | 3.73M | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 934.27K | SH | $42.06M 4.48% | 934.27K | 0.00 | 0.00 |
ADC THERAPEUTICS SASOLE | SHS | 15.67M | SH | $41.99M 4.47% | 15.67M | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 774.31K | SH | $41.32M 4.40% | 774.31K | 0.00 | 0.00 |
REGENXBIO INCSOLE | COM | 4.78M | SH | $39.21M 4.17% | 4.78M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 803.29K | SH | $35.06M 3.73% | 803.29K | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 1.42M | SH | $24.21M 2.58% | 1.42M | 0.00 | 0.00 |
ABSCI CORPORATIONSOLE | COM | 8.25M | SH | $21.21M 2.26% | 8.25M | 0.00 | 0.00 |
NEUROGENE INCSOLE | COM | 1.28M | SH | $19.09M 2.03% | 1.28M | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 300K | SH | $15.53M 1.65% | 300K | 0.00 | 0.00 |
89BIO INCSOLE | COM | 1.55M | SH | $15.17M 1.61% | 1.55M | 0.00 | 0.00 |
ANNEXON INCSOLE | COM | 6.30M | SH | $15.12M 1.61% | 6.30M | 0.00 | 0.00 |
FATE THERAPEUTICS INCSOLE | COM | 12.87M | SH | $14.42M 1.53% | 12.87M | 0.00 | 0.00 |
SILENCE THERAPEUTICS PLCSOLE | ADS | 2.16M | SH | $12.56M 1.34% | 2.16M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 1.45M | SH | $10.40M 1.11% | 1.45M | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 729.51K | SH | $10.29M 1.10% | 729.51K | 0.00 | 0.00 |
SOLID BIOSCIENCES INCSOLE | COM NEW | 1.92M | SH | $9.33M 0.99% | 1.92M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 85.30K | SH | $9.16M 0.98% | 85.30K | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 432.49K | SH | $9.09M 0.97% | 432.49K | 0.00 | 0.00 |
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