StockDriftsStockDriftsTop 35 Redmile Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SRRK | SCHOLAR ROCK HLDG CORP | 29.51% | 9.07M | $445.7M | +73.66%(+3.85M) | $30.76(+78.40%) | 2026-03-31 | |
| KRYS | KRYSTAL BIOTECH INC | 11.52% | 673.5K | $174.0M | -0.62%(-4.20K) | $67.06(+459.29%) | 2026-03-31 | |
| STOK | STOKE THERAPEUTICS INC | 8.98% | 4.16M | $135.6M | +3.22%(+130.05K) | $11.42(+186.21%) | 2026-03-31 | |
| IMNM | IMMUNOME INC | 8.05% | 5.56M | $121.6M | -2.79%(-159.50K) | $11.63(+102.97%) | 2026-03-31 | |
| NRIX | NURIX THERAPEUTICS INC | 7.94% | 7.73M | $119.9M | -4.46%(-361.10K) | $19.18(+24.97%) | 2026-03-31 | |
| ANNX | ANNEXON INC | 5.34% | 14.55M | $80.6M | +44.76%(+4.50M) | $10.10(-45.94%) | 2026-03-31 | |
| ADCT | ADC THERAPEUTICS SA | 3.84% | 15.47M | $58.0M | -1.25%(-196.23K) | $21.87(-94.56%) | 2026-03-31 | |
| RGNX | REGENXBIO INC | 2.42% | 4.37M | $36.6M | +0.00%(+0) | $22.29(-40.43%) | 2026-03-31 | |
| STTK | SHATTUCK LABS INC | 2.36% | 5.54M | $35.6M | +0.00%(+0) | $52.41(-86.55%) | 2026-03-31 | |
| BEAM | BEAM THERAPEUTICS INC | 1.95% | 1.24M | $29.5M | -3.75%(-48.20K) | $23.94(+45.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.30% | +45.45% |
| Top 20 Holdings Unweighted | +19.25% | +69.60% |
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