StockDriftsStockDriftsTop 38 Redmile Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SRRK | SCHOLAR ROCK HLDG CORP | 15.92% | 4.31M | $237.1M | -52.45%(-4.76M) | $30.76(+70.73%) | 2026-06-30 | |
| KRYS | KRYSTAL BIOTECH INC | 15.77% | 632.0K | $234.9M | -6.16%(-41.50K) | $67.06(+395.47%) | 2026-06-30 | |
| STOK | STOKE THERAPEUTICS INC | 8.67% | 3.95M | $129.1M | -5.24%(-218.20K) | $11.42(+173.70%) | 2026-06-30 | |
| IMNM | IMMUNOME INC | 6.99% | 4.91M | $104.1M | -11.64%(-647.29K) | $11.63(+133.83%) | 2026-06-30 | |
| NRIX | NURIX THERAPEUTICS INC | 6.64% | 4.07M | $98.8M | -47.32%(-3.66M) | $19.18(+41.03%) | 2026-06-30 | |
| ABSI | ABSCI CORPORATION | 5.24% | 6.74M | $78.1M | -18.34%(-1.51M) | $11.45(-19.82%) | 2026-06-30 | |
| ANNX | ANNEXON INC | 4.55% | 11.87M | $67.8M | -18.42%(-2.68M) | $10.10(-47.62%) | 2026-06-30 | |
| RGNX | REGENXBIO INC | 3.51% | 4.37M | $52.3M | +0.00%(+0) | $22.29(-51.71%) | 2026-06-30 | |
| STTK | SHATTUCK LABS INC | 3.21% | 6.89M | $47.8M | +24.41%(+1.35M) | $43.39(-82.90%) | 2026-06-30 | |
| NGNE | NEUROGENE INC | 2.98% | 1.41M | $44.4M | -3.25%(-47.40K) | $22.50(+60.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.41% | +70.25% | -11.16% | -44.67% |
| Top 20 Holdings Unweighted | +31.78% | +128.86% | -0.46% | -2.30% |
Redmile Group LLC reports $1.49B in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are SRRK (15.9%), KRYS (15.8%) and STOK (8.7%). The top 20 holdings account for 90% of reported assets. Its disclosed equity book has returned +70.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Redmile Group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Redmile Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1425738). View Redmile Group LLC’s 13F filings on SEC