REDMILE GROUP, LLC

PrivateCIK: 1425738
Location

LARKSPUR, CA

39
Positions
$1.49B
Total AUM (reported)
105.72M
Total Shares

Allocation by class

TOTAL AUM$1.49B39 positions
COM$1.33B89.4%
SPONSORED ADS$42.22M2.8%
COM NEW$40.68M2.7%
ADS$23.77M1.6%
SHS$19.99M1.3%
COM CL A$17.22M1.2%
COMMON STOCK$7.95M0.5%

Portfolio Concentration

Top 340.4%4–1033.1%11–2521.2%Rest5.3%TOP 1073.5%0%100%
Top 3$601.12M40.4%
4–10$493.38M33.1%
11–25$315.64M21.2%
Rest$79.38M5.3%

Top 3 weight

40.4%

Top 10 weight

73.5%

Voting Authority Distribution

Total shares with voting rights: 105.72M

Sole

Full voting authority

105.72M

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)

Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:

SCHOLAR ROCK HLDG CORP

SOLE
COM
Shares4.31M
TypeSH
Market value$237.11M
15.92%
Sole
4.31M
Shared
0.00
None
0.00

KRYSTAL BIOTECH INC

SOLE
COM
Shares632K
TypeSH
Market value$234.90M
15.77%
Sole
632K
Shared
0.00
None
0.00

STOKE THERAPEUTICS INC

SOLE
COM
Shares3.95M
TypeSH
Market value$129.11M
8.67%
Sole
3.95M
Shared
0.00
None
0.00

IMMUNOME INC

SOLE
COM
Shares4.91M
TypeSH
Market value$104.08M
6.99%
Sole
4.91M
Shared
0.00
None
0.00

NURIX THERAPEUTICS INC

SOLE
COM
Shares4.07M
TypeSH
Market value$98.83M
6.64%
Sole
4.07M
Shared
0.00
None
0.00

ABSCI CORPORATION

SOLE
COM
Shares6.74M
TypeSH
Market value$78.11M
5.24%
Sole
6.74M
Shared
0.00
None
0.00

ANNEXON INC

SOLE
COM
Shares11.87M
TypeSH
Market value$67.78M
4.55%
Sole
11.87M
Shared
0.00
None
0.00

REGENXBIO INC

SOLE
COM
Shares4.37M
TypeSH
Market value$52.34M
3.51%
Sole
4.37M
Shared
0.00
None
0.00

SHATTUCK LABS INC

SOLE
COM
Shares6.89M
TypeSH
Market value$47.83M
3.21%
Sole
6.89M
Shared
0.00
None
0.00

NEUROGENE INC

SOLE
COM
Shares1.41M
TypeSH
Market value$44.41M
2.98%
Sole
1.41M
Shared
0.00
None
0.00

BEAM THERAPEUTICS INC

SOLE
COM
Shares1.16M
TypeSH
Market value$39.96M
2.68%
Sole
1.16M
Shared
0.00
None
0.00

AGOMAB THERAPEUTICS NV

SOLE
SPONSORED ADS
Shares2.73M
TypeSH
Market value$35.49M
2.38%
Sole
2.73M
Shared
0.00
None
0.00

FATE THERAPEUTICS INC

SOLE
COM
Shares12.87M
TypeSH
Market value$34.76M
2.33%
Sole
12.87M
Shared
0.00
None
0.00

IDEAYA BIOSCIENCES INC

SOLE
COM
Shares640.20K
TypeSH
Market value$23.86M
1.60%
Sole
640.20K
Shared
0.00
None
0.00

SILENCE THERAPEUTICS PLC

SOLE
ADS
Shares2.16M
TypeSH
Market value$23.77M
1.60%
Sole
2.16M
Shared
0.00
None
0.00

COGENT BIOSCIENCES INC

SOLE
COM
Shares503.32K
TypeSH
Market value$19.48M
1.31%
Sole
503.32K
Shared
0.00
None
0.00

SOLID BIOSCIENCES INC

SOLE
COM NEW
Shares1.95M
TypeSH
Market value$19.47M
1.31%
Sole
1.95M
Shared
0.00
None
0.00

NUVATION BIO INC

SOLE
COM CL A
Shares3.03M
TypeSH
Market value$17.22M
1.16%
Sole
3.03M
Shared
0.00
None
0.00

CELLDEX THERAPEUTICS INC NEW

SOLE
COM NEW
Shares433.92K
TypeSH
Market value$16.15M
1.08%
Sole
433.92K
Shared
0.00
None
0.00

CLIMB BIO INC

SOLE
COM
Shares1.23M
TypeSH
Market value$15.99M
1.07%
Sole
1.23M
Shared
0.00
None
0.00

ALX ONCOLOGY HLDGS INC

SOLE
COM
Shares7.39M
TypeSH
Market value$15.30M
1.03%
Sole
7.39M
Shared
0.00
None
0.00

BIOMARIN PHARMACEUTICAL INC

SOLE
COM
Shares265.17K
TypeSH
Market value$15.17M
1.02%
Sole
265.17K
Shared
0.00
None
0.00

XENON PHARMACEUTICALS INC

SOLE
COM
Shares229.37K
TypeSH
Market value$13.85M
0.93%
Sole
229.37K
Shared
0.00
None
0.00

ZYMEWORKS INC

SOLE
COM
Shares491.65K
TypeSH
Market value$12.85M
0.86%
Sole
491.65K
Shared
0.00
None
0.00

ADC THERAPEUTICS SA

SOLE
SHS
Shares11.53M
TypeSH
Market value$12.33M
0.83%
Sole
11.53M
Shared
0.00
None
0.00
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