Redmile Group, LLC

CIK 0001425738 · LARKSPUR, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Redmile Group, LLC reported 39 positions worth $1.49B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SRRK (15.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.49B
2026 Q2
Positions
39
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.5%
Est. Net Flow (Q)
2026 Q2
10 / 39 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SRRKSCHOLAR ROCK HLDG CORPSH$237.1M15.92%4,311,092
2KRYSKRYSTAL BIOTECH INCSH$234.9M15.77%632,005
3STOKSTOKE THERAPEUTICS INCSH$129.1M8.67%3,945,920
4IMNMIMMUNOME INCSH$104.1M6.99%4,911,590
5NRIXNURIX THERAPEUTICS INCSH$98.8M6.64%4,073,787
6ABSIABSCI CORPORATIONSH$78.1M5.24%6,739,675
7ANNXANNEXON INCSH$67.8M4.55%11,869,877
8RGNXREGENXBIO INCSH$52.3M3.51%4,368,804
9STTKSHATTUCK LABS INCSH$47.8M3.21%6,892,033
10NGNENEUROGENE INCSH$44.4M2.98%1,412,199

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Redmile Group, LLC hold as of Q2 2026?

Redmile Group, LLC reported 39 positions worth $1.49B in its Q2 2026 13F filing. Largest positions: SRRK (15.9%), KRYS (15.8%), STOK (8.7%), IMNM (7.0%) and NRIX (6.6%).

What did Redmile Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Redmile Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.