Q2 2026 13F · SEC CIK 1425738

Redmile Group, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 39
Top holdings a year, 3 yrs: +18.4%
Assets under management: $4.7B

Redmile Group, LLC is a hedge fund that reported 39 positions worth $1.5B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Scholar Rock Hldg Corp (SRRK, 15.9%), Krystal Biotech Inc (KRYS, 15.8%), Stoke Therapeutics Inc (STOK, 8.7%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Redmile Group, LLC holdings all 39 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Redmile Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SRRKScholar Rock Hldg Corp	15.9%	29.5%	4,311,092	-52.5%	$237.1M
KRYSKrystal Biotech Inc	15.8%	11.5%	632,005	-6.2%	$234.9M
STOKStoke Therapeutics Inc	8.7%	9.0%	3,945,920	-5.2%	$129.1M
IMNMImmunome Inc	7.0%	8.1%	4,911,590	-11.6%	$104.1M
NRIXNurix Therapeutics Inc	6.6%	7.9%	4,073,787	-47.3%	$98.8M
ABSIAbsci Corporation	5.2%	1.6%	6,739,675	-18.3%	$78.1M
ANNXAnnexon Inc	4.5%	5.3%	11,869,877	-18.4%	$67.8M
RGNXRegenxbio Inc	3.5%	2.4%	4,368,804	+0.0%	$52.3M
STTKShattuck Labs Inc	3.2%	2.4%	6,892,033	+24.4%	$47.8M
NGNENeurogene Inc	3.0%	1.9%	1,412,199	-3.2%	$44.4M
BEAMBeam Therapeutics Inc	2.7%	2.0%	1,164,259	-5.9%	$40.0M
AGMBAgomab Therapeutics NV	2.4%	0.1%	2,733,926	+1649.7%	$35.5M
FATEFate Therapeutics Inc	2.3%	1.0%	12,872,946	+0.0%	$34.8M
IDYAIdeaya Biosciences Inc	1.6%	1.1%	640,202	+22.9%	$23.9M
SLNSilence Therapeutics PLC	1.6%	0.8%	2,164,777	+0.0%	$23.8M
COGTCogent Biosciences Inc	1.3%	1.8%	503,321	-26.8%	$19.5M
SLDBSolid Bioscience Inc.	1.3%	1.0%	1,948,695	-3.1%	$19.5M
NUVBNuvation Bio Inc	1.2%	0.9%	3,031,009	-3.9%	$17.2M
CLDXCelldex Therapeutics Inc New	1.1%	0.5%	433,921	+65.9%	$16.1M
CLYMClimb Bio Inc	1.1%	New	1,226,330	—	$16.0M
ALXOAlx Oncology Hldgs Inc	1.0%	1.1%	7,392,504	-7.2%	$15.3M
BMRNBiomarin Pharmaceutical Inc	1.0%	0.7%	265,169	+52.5%	$15.2M
XENEXenon Pharmaceuticals Inc	0.9%	1.0%	229,374	-12.7%	$13.8M
ZYMEZymeworks Inc	0.9%	0.8%	491,654	+0.0%	$12.9M
ADCTAdc Therapeutics SA	0.8%	3.8%	11,526,710	-25.5%	$12.3M
AURAAura Biosciences Inc	0.8%	New	1,666,667	—	$11.8M
ODTXOdyssey Therapeutics, Inc.	0.5%	New	425,000	—	$8.0M
LIVNLivanova PLC	0.5%	0.5%	93,154	-14.0%	$7.7M
ESTAEstablishment Labs Hldgs Inc	0.5%	0.4%	88,964	-14.0%	$7.6M
CBLLCeribell Inc	0.5%	0.5%	386,786	+0.0%	$7.5M
DBVTDbv Technologies S A	0.5%	0.7%	410,440	-16.5%	$6.7M
INSMInsmed Inc	0.4%	New	51,234	—	$5.5M
PRMEPrime Medicine Inc	0.3%	0.4%	1,389,632	-12.6%	$5.1M
ATRAAtara Biotherapeutics Inc	0.3%	0.1%	441,701	+0.0%	$5.1M
EPRXEupraxia Pharmaceuticals Inc	0.3%	0.3%	611,400	-12.7%	$4.0M
ORICOric Pharmaceuticals Inc	0.3%	0.3%	362,010	-12.9%	$3.9M
ARDXArdelyx Inc	0.2%	0.3%	641,750	-12.5%	$3.3M
IVVDInvivyd Inc	0.2%	0.2%	2,597,759	-1.9%	$2.3M
PLRXPliant Therapeutics Inc	0.1%	0.1%	772,126	+0.0%	$880K

What Redmile Group, LLC bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +86.6% /yr; S&P 500 +20.1%
3 years: +18.4% /yr; S&P 500 +20.4%
5 years: -7.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.5B	39
Q1 2026	$1.5B	35
Q4 2025	$1.4B	34
Q3 2025	$1.0B	40
Q2 2025	$939.6M	48
Q1 2025	$1.1B	56
Q4 2024	$1.4B	62
Q3 2024	$1.7B	63
Q2 2024	$1.7B	63
Q1 2024	$2.7B	77
Q4 2023	$2.8B	70
Q3 2023	$2.1B	68

Questions about Redmile Group, LLC's portfolio

What stocks does Redmile Group, LLC own?

Redmile Group, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 39 positions worth $1.5B. The largest are Scholar Rock Hldg Corp (SRRK) at 15.9%, Krystal Biotech Inc (KRYS) at 15.8%, Stoke Therapeutics Inc (STOK) at 8.7%, Immunome Inc (IMNM) at 7.0% and Nurix Therapeutics Inc (NRIX) at 6.6%.

What did Redmile Group, LLC buy last quarter?

In Q2 2026, Redmile Group, LLC added a new position in Climb Bio Inc (CLYM), a new position in Aura Biosciences Inc (AURA), a new position in Odyssey Therapeutics, Inc. (ODTX), a new position in Insmed Inc (INSM), Agomab Therapeutics NV (AGMB) (+1649.7% shares), Celldex Therapeutics Inc New (CLDX) (+65.9% shares) and Biomarin Pharmaceutical Inc (BMRN) (+52.5% shares), compared with its Q1 2026 filing.

What did Redmile Group, LLC sell last quarter?

In Q2 2026, Redmile Group, LLC Scholar Rock Hldg Corp (SRRK) (-52.5% shares), Nurix Therapeutics Inc (NRIX) (-47.3% shares) and Cogent Biosciences Inc (COGT) (-26.8% shares), compared with its Q1 2026 filing.

How has Redmile Group, LLC's portfolio performed?

A portfolio copying Redmile Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +86.6% against +20.1%. Over 5 years: -7.9% a year against +11.6%.

When is Redmile Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Redmile Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Redmile Group, LLC manage?

Redmile Group, LLC reported $4.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.5B.