RG

Redmile Group, LLC

13F
Redmile Group, LLC
Last update 2025-05-16 56 Stocks (3 new)
Value $1.06 Bil Turnover 5 %
Countries:
Redmile Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SRRK
Scholar Rock Holding Corp
4,398,281
141,404.7
-3.33%
13.370
-0.46%
4.640
+36.70%
-14.41%
3,512.0
Biotechnology
KRYS
Krystal Biotech Inc
737,675
133,002.8
-2.06%
12.570
-0.17%
2.550
-11.45%
-4.95%
4,303.0
Biotechnology
FOLD
Amicus Therapeutics Inc
9,533,669
77,794.7
+35.14%
7.350
+1.91%
3.100
-6.82%
-31.85%
1,976.9
Biotechnology
ZYME
Zymeworks Inc
4,788,945
57,036.3
-1.06%
5.390
-0.05%
6.870
+35.70%
-7.31%
1,015.6
Biotechnology
NRIX
Nurix Therapeutics Inc
4,051,927
48,136.9
-3.36%
4.550
-0.18%
5.310
+37.29%
-30.04%
1,004.8
Biotechnology
REPL
Replimune Group Inc
4,898,527
47,760.6
-0.14%
4.510
-0.01%
6.360
+42.13%
-14.20%
800.9
Biotechnology
LIVN
LivaNova PLC
1,014,139
39,835.4
-2.82%
3.770
-0.09%
1.860
+32.05%
+1.86%
2,572.0
Medical Devices & Instruments
AKRO
Akero Therapeutics Inc
939,277
38,021.9
-23.96%
3.590
-0.57%
1.180
+36.86%
+83.79%
4,076.0
Biotechnology
IMNM
Immunome Inc
5,361,187
36,080.8
+11.04%
3.410
+0.34%
6.160
+43.16%
-16.29%
773.5
Biotechnology
RGNX
Regenxbio Inc
4,794,780
34,282.7
0%
3.240
0%
9.560
+55.16%
+18.63%
462.1
Biotechnology

Redmile Group, LLC's Historical Top Holdings Breakdowns

Redmile Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FOLD
Amicus Therapeutics Inc
2025-03-31
Add
Add
+1.91%
8.16 ($9.25) 9.85
$6.42
-30.59%
Add 35.14%
9,533,669
2,478,779
PLRX
Pliant Therapeutics Inc
2025-03-31
Reduce
Reduce
-0.77%
1.35 ($6.07) 13.53
$1.36
-77.59%
Reduce -29.08%
2,053,559
-841,919
SYK
Stryker Corp
2025-03-31
Sold Out
Sold Out
-0.77%
355.18 ($380.56) 399.9
$392.05
3.02%
Sold Out
0
-30,676
BSX
Boston Scientific Corp
2025-03-31
Reduce
Reduce
-0.74%
89.38 ($100.7) 106.18
$102.96
2.24%
Reduce -38.19%
193,283
-119,400
ISRG
Intuitive Surgical Inc
2025-03-31
Sold Out
Sold Out
-0.62%
476.78 ($553.02) 610.45
$528.13
-4.50%
Sold Out
0
-16,943
AKRO
Akero Therapeutics Inc
2025-03-31
Reduce
Reduce
-0.57%
21.87 ($42.39) 57.56
$51.13
20.62%
Reduce -23.96%
939,277
-295,932
IRTC
iRhythm Technologies Inc
2025-03-31
New Buy
New Buy
+0.56%
89.44 ($105.91) 119.44
$132.88
25.47%
New holding
56,844
56,844
ARDX
Ardelyx Inc
2025-03-31
Sold Out
Sold Out
-0.56%
4.91 ($5.37) 6.42
$4.60
-14.34%
Sold Out
0
-1,576,259
SLDB
Solid Biosciences Inc
2025-03-31
Add
Add
+0.49%
2.88 ($4.28) 6.47
$5.52
28.97%
Add 228.19%
2,019,171
1,403,925
SRRK
Scholar Rock Holding Corp
2025-03-31
Reduce
Reduce
-0.46%
32.15 ($38.47) 46.73
$36.99
-3.85%
Reduce -3.33%
4,398,281
-151,600

Redmile Group, LLC Total Holding History ($B)

To

Redmile Group, LLC's Asset Allocation

To

Redmile Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Redmile Group, LLC's Hypothetical Growth since 2025-03-31

Redmile Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Redmile Group, LLC's Holdings Heat Map

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Redmile Group, LLC's Holdings Bubble Chart

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