Filed: 5/15/2026ACC: 0001104659-26-062579
📋 What this filing means
REDMILE GROUP, LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $1.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$1.51B
Total AUM (reported)
117.19M
Total Shares
Allocation by class
COM$1.38B91.6%
SHS$64.90M4.3%
COM NEW$24.87M1.6%
COM CL A$13.53M0.9%
SPONSORED ADS$11.90M0.8%
ADS$11.41M0.8%
Portfolio Concentration
Top 3$755.28M50.0%
4–10$481.78M31.9%
11–25$231.92M15.4%
Rest$41.17M2.7%
Top 3 weight
50.0%
Top 10 weight
81.9%
Voting Authority Distribution
Total shares with voting rights: 117.19M
Sole
Full voting authority
117.19M
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)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
SCHOLAR ROCK HLDG CORP
SOLEShares9.07M
TypeSH
Market value$445.72M
29.51%
Sole
9.07M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares673.50K
TypeSH
Market value$173.98M
11.52%
Sole
673.50K
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares4.16M
TypeSH
Market value$135.58M
8.98%
Sole
4.16M
Shared
0.00
None
0.00
IMMUNOME INC
SOLEShares5.56M
TypeSH
Market value$121.57M
8.05%
Sole
5.56M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares7.73M
TypeSH
Market value$119.86M
7.94%
Sole
7.73M
Shared
0.00
None
0.00
ANNEXON INC
SOLEShares14.55M
TypeSH
Market value$80.61M
5.34%
Sole
14.55M
Shared
0.00
None
0.00
ADC THERAPEUTICS SA
SOLEShares15.47M
TypeSH
Market value$58.01M
3.84%
Sole
15.47M
Shared
0.00
None
0.00
REGENXBIO INC
SOLEShares4.37M
TypeSH
Market value$36.61M
2.42%
Sole
4.37M
Shared
0.00
None
0.00
SHATTUCK LABS INC
SOLEShares5.54M
TypeSH
Market value$35.62M
2.36%
Sole
5.54M
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares1.24M
TypeSH
Market value$29.49M
1.95%
Sole
1.24M
Shared
0.00
None
0.00
NEUROGENE INC
SOLEShares1.46M
TypeSH
Market value$29.43M
1.95%
Sole
1.46M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares688.04K
TypeSH
Market value$26.48M
1.75%
Sole
688.04K
Shared
0.00
None
0.00
ABSCI CORPORATION
SOLEShares8.25M
TypeSH
Market value$24.76M
1.64%
Sole
8.25M
Shared
0.00
None
0.00
IDEAYA BIOSCIENCES INC
SOLEShares521.12K
TypeSH
Market value$17.36M
1.15%
Sole
521.12K
Shared
0.00
None
0.00
ALX ONCOLOGY HLDGS INC
SOLEShares7.96M
TypeSH
Market value$15.97M
1.06%
Sole
7.96M
Shared
0.00
None
0.00
FATE THERAPEUTICS INC
SOLEShares12.87M
TypeSH
Market value$15.45M
1.02%
Sole
12.87M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares262.67K
TypeSH
Market value$15.27M
1.01%
Sole
262.67K
Shared
0.00
None
0.00
SOLID BIOSCIENCES INC
SOLEShares2.01M
TypeSH
Market value$14.49M
0.96%
Sole
2.01M
Shared
0.00
None
0.00
NUVATION BIO INC
SOLEShares3.15M
TypeSH
Market value$13.53M
0.90%
Sole
3.15M
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares491.65K
TypeSH
Market value$12.31M
0.82%
Sole
491.65K
Shared
0.00
None
0.00
SILENCE THERAPEUTICS PLC
SOLEShares2.16M
TypeSH
Market value$11.41M
0.76%
Sole
2.16M
Shared
0.00
None
0.00
DBV TECHNOLOGIES S A
SOLEShares491.34K
TypeSH
Market value$10.26M
0.68%
Sole
491.34K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares173.86K
TypeSH
Market value$9.82M
0.65%
Sole
173.86K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares261.51K
TypeSH
Market value$8.30M
0.55%
Sole
261.51K
Shared
0.00
None
0.00
CERIBELL INC
SOLEShares386.79K
TypeSH
Market value$7.09M
0.47%
Sole
386.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHOLAR ROCK HLDG CORPSOLE | COM | 9.07M | SH | $445.72M 29.51% | 9.07M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 673.50K | SH | $173.98M 11.52% | 673.50K | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 4.16M | SH | $135.58M 8.98% | 4.16M | 0.00 | 0.00 |
IMMUNOME INCSOLE | COM | 5.56M | SH | $121.57M 8.05% | 5.56M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 7.73M | SH | $119.86M 7.94% | 7.73M | 0.00 | 0.00 |
ANNEXON INCSOLE | COM | 14.55M | SH | $80.61M 5.34% | 14.55M | 0.00 | 0.00 |
ADC THERAPEUTICS SASOLE | SHS | 15.47M | SH | $58.01M 3.84% | 15.47M | 0.00 | 0.00 |
REGENXBIO INCSOLE | COM | 4.37M | SH | $36.61M 2.42% | 4.37M | 0.00 | 0.00 |
SHATTUCK LABS INCSOLE | COM | 5.54M | SH | $35.62M 2.36% | 5.54M | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 1.24M | SH | $29.49M 1.95% | 1.24M | 0.00 | 0.00 |
NEUROGENE INCSOLE | COM | 1.46M | SH | $29.43M 1.95% | 1.46M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 688.04K | SH | $26.48M 1.75% | 688.04K | 0.00 | 0.00 |
ABSCI CORPORATIONSOLE | COM | 8.25M | SH | $24.76M 1.64% | 8.25M | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 521.12K | SH | $17.36M 1.15% | 521.12K | 0.00 | 0.00 |
ALX ONCOLOGY HLDGS INCSOLE | COM | 7.96M | SH | $15.97M 1.06% | 7.96M | 0.00 | 0.00 |
FATE THERAPEUTICS INCSOLE | COM | 12.87M | SH | $15.45M 1.02% | 12.87M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 262.67K | SH | $15.27M 1.01% | 262.67K | 0.00 | 0.00 |
SOLID BIOSCIENCES INCSOLE | COM NEW | 2.01M | SH | $14.49M 0.96% | 2.01M | 0.00 | 0.00 |
NUVATION BIO INCSOLE | COM CL A | 3.15M | SH | $13.53M 0.90% | 3.15M | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 491.65K | SH | $12.31M 0.82% | 491.65K | 0.00 | 0.00 |
SILENCE THERAPEUTICS PLCSOLE | ADS | 2.16M | SH | $11.41M 0.76% | 2.16M | 0.00 | 0.00 |
DBV TECHNOLOGIES S ASOLE | SPONSORED ADS | 491.34K | SH | $10.26M 0.68% | 491.34K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 173.86K | SH | $9.82M 0.65% | 173.86K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 261.51K | SH | $8.30M 0.55% | 261.51K | 0.00 | 0.00 |
CERIBELL INCSOLE | COM | 386.79K | SH | $7.09M 0.47% | 386.79K | 0.00 | 0.00 |
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