Redmile Group, LLC
CIK 1425738
13F filing for Q2 2026・No. 2,014
- Holdings
- US$1.49B
- Quarter change
- −US$20.64M
- Entries
- 39
- Net bought (estimate)
- −US$345.43M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 0
- Cut 23
- Added 5
- Corporate actions 0
- Unchanged 7
Largest holdings
39 stocks worth US$1.49B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHOLAR ROCK HLDG CORPCOM | Cut | 4,311,092 | US$237.11M | 15.92% |
| KRYSKRYSTAL BIOTECH INCCOM | Cut | 632,005 | US$234.9M | 15.77% |
| STOKE THERAPEUTICS INCCOM | Cut | 3,945,920 | US$129.11M | 8.67% |
| IMMUNOME INCCOM | Cut | 4,911,590 | US$104.08M | 6.99% |
| NRIXNURIX THERAPEUTICS INCCOM | Cut | 4,073,787 | US$98.83M | 6.64% |
| ABSIABSCI CORPORATIONCOM | Cut | 6,739,675 | US$78.11M | 5.24% |
| ANNEXON INCCOM | Cut | 11,869,877 | US$67.78M | 4.55% |
| REGENXBIO INCCOM | Unchanged | 4,368,804 | US$52.34M | 3.51% |
| SHATTUCK LABS INCCOM | Added | 6,892,033 | US$47.83M | 3.21% |
| NEUROGENE INCCOM | Cut | 1,412,199 | US$44.41M | 2.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.