13FBOX
Redmile Group, LLC · 13F Holdings
Options Calculator Rankings

Redmile Group, LLC

No.2152 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.49B
QoQ Change Q1 2026
-$20.6M-1.4%
Holdings
39
New Buys
4
Adds
5
Reduces
23
Exits
0
Unchanged
7
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SCHOLAR ROCK HLDG CORPSRRK
15.92%29.51%$237.1M4.3M$445.7M9.1M-4.8M-52.45%Reduce
KRYSTAL BIOTECH INCKRYS
15.77%11.52%$234.9M632,005$174.0M673,505-41,500-6.16%Reduce
STOKE THERAPEUTICS INCSTOK
8.67%8.98%$129.1M3.9M$135.6M4.2M-218,200-5.24%Reduce
IIMMUNOME INCIMNM
6.99%8.05%$104.1M4.9M$121.6M5.6M-647,295-11.64%Reduce
NURIX THERAPEUTICS INCNRIX
6.64%7.94%$98.8M4.1M$119.9M7.7M-3.7M-47.32%Reduce
AABSCI CORPORATION COMABSI
5.24%1.64%$78.1M6.7M$24.8M8.3M-1.5M-18.34%Reduce
ANNEXON INCANNX
4.55%5.34%$67.8M11.9M$80.6M14.5M-2.7M-18.42%Reduce
REGENXBIO INC COMRGNX
3.51%2.42%$52.3M4.4M$36.6M4.4M00.00%Unchanged
SSHATTUCK LABS INCSTTK
3.21%2.36%$47.8M6.9M$35.6M5.5M+1.4M+24.41%Add
NNEUROGENE INC COMNGNE
2.98%1.95%$44.4M1.4M$29.4M1.5M-47,400-3.25%Reduce
BBEAM THERAPEUTICS INCBEAM
2.68%1.95%$40.0M1.2M$29.5M1.2M-73,400-5.93%Reduce
AAGOMAB THERAPEUTICS NV SPONSORED ADSAGMB
2.38%0.11%$35.5M2.7M$1.6M156,250+2.6M+1,649.71%Add
FFATE THERAPEUTICS INC COMFATE
2.33%1.02%$34.8M12.9M$15.4M12.9M00.00%Unchanged
IDEAYA BIOSCIENCES INCIDYA
1.6%1.15%$23.9M640,202$17.4M521,117+119,085+22.85%Add
SSILENCE THERAPEUTICS PLCSLN
1.6%0.76%$23.8M2.2M$11.4M2.2M00.00%Unchanged
COGENT BIOSCIENCES INCCOGT
1.31%1.75%$19.5M503,321$26.5M688,036-184,715-26.85%Reduce
SOLID BIOSCIENCES INCSLDB
1.31%0.96%$19.5M1.9M$14.5M2.0M-63,200-3.14%Reduce
NNUVATION BIO INCNUVB
1.16%0.9%$17.2M3.0M$13.5M3.2M-122,247-3.88%Reduce
CCELLDEX THERAPEUTICS INC NEWCLDX
1.08%0.55%$16.1M433,921$8.3M261,508+172,413+65.93%Add
CCLIMB BIO INC COMCLYM
1.07%$16.0M1.2M$00+1.2MNew Buy
AALX ONCOLOGY HLDGS INCALXO
1.03%1.06%$15.3M7.4M$16.0M8.0M-571,684-7.18%Reduce
BIOMARIN PHARMACEUTICAL INCBMRN
1.02%0.65%$15.2M265,169$9.8M173,859+91,310+52.52%Add
XENON PHARMACEUTICALS INCXENE
0.93%1.01%$13.8M229,374$15.3M262,674-33,300-12.68%Reduce
ZYMEWORKS INCZYME
0.86%0.82%$12.9M491,654$12.3M491,65400.00%Unchanged
AADC THERAPEUTICS SA SHSADCT
0.83%3.84%$12.3M11.5M$58.0M15.5M-3.9M-25.49%Reduce
AAURA BIOSCIENCES INCAURA
0.79%$11.8M1.7M$00+1.7MNew Buy
OODYSSEY THERAPEUTICS INCODTX
0.53%$8.0M425,000$00+425,000New Buy
LIVANOVA PLCLIVN
0.51%0.46%$7.7M93,154$6.9M108,354-15,200-14.03%Reduce
EESTABLISHMENT LABS HLDGS INCESTA
0.51%0.39%$7.6M88,964$5.9M103,464-14,500-14.01%Reduce
CCERIBELL INC COMCBLL
0.51%0.47%$7.5M386,786$7.1M386,78600.00%Unchanged
DBV TECHNOLOGIES S ADBVT
0.45%0.68%$6.7M410,440$10.3M491,340-80,900-16.47%Reduce
INSMED INCINSM
0.37%$5.5M51,234$00+51,234New Buy
PPRIME MEDICINE INCPRME
0.34%0.37%$5.1M1.4M$5.5M1.6M-201,200-12.65%Reduce
AATARA BIOTHERAPEUTICS INCATRA
0.34%0.14%$5.1M441,701$2.1M441,70100.00%Unchanged
EUPRAXIA PHARMACEUTICALS INCEPRX
0.27%0.34%$4.0M611,400$5.1M700,000-88,600-12.66%Reduce
OORIC PHARMACEUTICALS INCORIC
0.26%0.35%$3.9M362,010$5.3M415,710-53,700-12.92%Reduce
AARDELYX INCARDX
0.22%0.29%$3.3M641,750$4.4M733,350-91,600-12.49%Reduce
IINVIVYD INCIVVD
0.15%0.23%$2.3M2.6M$3.4M2.6M-50,900-1.92%Reduce
PPLIANT THERAPEUTICS INCPLRX
0.06%0.06%$880,224772,126$972,879772,12600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow