Redmile Group, LLC

LARKSPUR, CA · CIK 1425738 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2007 · limited liability company

Assets managed$4.7bn
Staff30 · 15 in investment roles
Main clients (by assets)Private funds 100%
Private funds20 (10 hedge) · $4.6bn gross assets
Websiteredmilegroup.com
Form ADV · 2026-08-28SEC adviser record

Legal entityREDMILE GROUP, LLC (US)

$1.5bn reported value -1.4% vs Q1 2026

39positions

73.5%in top 10

4 new 5 added 23 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHOLAR ROCK HLDG CORP COM SRRK	SRRK	4,311,092	$237.1m15.92%	15.92%	Reduced -4.8m	-4,755,529 -52.5%
2	KRYSTAL BIOTECH INC COM KRYS	KRYS	632,005	$234.9m15.77%	15.77%	Reduced -41.5k	-41,500 -6.2%
3	STOKE THERAPEUTICS INC COM STOK	STOK	3,945,920	$129.1m8.67%	8.67%	Reduced -218.2k	-218,200 -5.2%
4	IMMUNOME INC COM IMNM	IMNM	4,911,590	$104.1m6.99%	6.99%	Reduced -647.3k	-647,295 -11.6%
5	NURIX THERAPEUTICS INC COM NRIX	NRIX	4,073,787	$98.8m6.64%	6.64%	Reduced -3.7m	-3,659,021 -47.3%
6	ABSCI CORPORATION COM ABSI	ABSI	6,739,675	$78.1m5.24%	5.24%	Reduced -1.5m	-1,513,641 -18.3%
7	ANNEXON INC COM ANNX	ANNX	11,869,877	$67.8m4.55%	4.55%	Reduced -2.7m	-2,679,891 -18.4%
8	REGENXBIO INC COM RGNX	RGNX	4,368,804	$52.3m3.51%	3.51%	Unchanged
9	SHATTUCK LABS INC COM STTK	STTK	6,892,033	$47.8m3.21%	3.21%	Added +1.4m	+1,352,309 24.4%
10	NEUROGENE INC COM NGNE	NGNE	1,412,199	$44.4m2.98%	2.98%	Reduced -47.4k	-47,400 -3.2%
11	BEAM THERAPEUTICS INC COM BEAM	BEAM	1,164,259	$40.0m2.68%	2.68%	Reduced -73.4k	-73,400 -5.9%
12	AGOMAB THERAPEUTICS NV SPONSORED ADS AGMB	AGMB	2,733,926	$35.5m2.38%	2.38%	Added +2.6m	+2,577,676 1649.7%
13	FATE THERAPEUTICS INC COM FATE	FATE	12,872,946	$34.8m2.33%	2.33%	Unchanged
14	IDEAYA BIOSCIENCES INC COM IDYA	IDYA	640,202	$23.9m1.60%	1.60%	Added +119.1k	+119,085 22.9%
15	SILENCE THERAPEUTICS PLC ADS SLN	SLN	2,164,777	$23.8m1.60%	1.60%	Unchanged
16	COGENT BIOSCIENCES INC COM COGT	COGT	503,321	$19.5m1.31%	1.31%	Reduced -184.7k	-184,715 -26.9%
17	SOLID BIOSCIENCES INC COM NEW SLDB	SLDB	1,948,695	$19.5m1.31%	1.31%	Reduced -63.2k	-63,200 -3.1%
18	NUVATION BIO INC COM CL A NUVB	NUVB	3,031,009	$17.2m1.16%	1.16%	Reduced -122.2k	-122,247 -3.9%
19	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	433,921	$16.1m1.08%	1.08%	Added +172.4k	+172,413 65.9%
20	CLIMB BIO INC COM CLYM	CLYM	1,226,330	$16.0m1.07%	1.07%	New
21	ALX ONCOLOGY HLDGS INC COM ALXO	ALXO	7,392,504	$15.3m1.03%	1.03%	Reduced -571.7k	-571,684 -7.2%
22	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	265,169	$15.2m1.02%	1.02%	Added +91.3k	+91,310 52.5%
23	XENON PHARMACEUTICALS INC COM XENE	XENE	229,374	$13.8m0.93%	0.93%	Reduced -33.3k	-33,300 -12.7%
24	ZYMEWORKS INC COM ZYME	ZYME	491,654	$12.9m0.86%	0.86%	Unchanged
25	ADC THERAPEUTICS SA SHS ADCT	ADCT	11,526,710	$12.3m0.83%	0.83%	Reduced -3.9m	-3,943,792 -25.5%
26	AURA BIOSCIENCES INC COM AURA	AURA	1,666,667	$11.8m0.79%	0.79%	New
27	ODYSSEY THERAPEUTICS INC COMMON STOCK ODTX	ODTX	425,000	$8.0m0.53%	0.53%	New
28	LIVANOVA PLC SHS LIVN	LIVN	93,154	$7.7m0.51%	0.51%	Reduced -15.2k	-15,200 -14.0%
29	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	88,964	$7.6m0.51%	0.51%	Reduced -14.5k	-14,500 -14.0%
30	CERIBELL INC COM CBLL	CBLL	386,786	$7.5m0.51%	0.51%	Unchanged
31	DBV TECHNOLOGIES S A SPONSORED ADS DBVT	DBVT	410,440	$6.7m0.45%	0.45%	Reduced -80.9k	-80,900 -16.5%
32	INSMED INC COM PAR $.01 INSM	INSM	51,234	$5.5m0.37%	0.37%	New
33	PRIME MEDICINE INC COM PRME	PRME	1,389,632	$5.1m0.34%	0.34%	Reduced -201.2k	-201,200 -12.7%
34	ATARA BIOTHERAPEUTICS INC COM NEW ATRA	ATRA	441,701	$5.1m0.34%	0.34%	Unchanged
35	EUPRAXIA PHARMACEUTICALS INC COM EPRX	EPRX	611,400	$4.0m0.27%	0.27%	Reduced -88.6k	-88,600 -12.7%
36	ORIC PHARMACEUTICALS INC COM ORIC	ORIC	362,010	$3.9m0.26%	0.26%	Reduced -53.7k	-53,700 -12.9%
37	ARDELYX INC COM ARDX	ARDX	641,750	$3.3m0.22%	0.22%	Reduced -91.6k	-91,600 -12.5%
38	INVIVYD INC COM IVVD	IVVD	2,597,759	$2.3m0.15%	0.15%	Reduced -50.9k	-50,900 -1.9%
39	PLIANT THERAPEUTICS INC COM PLRX	PLRX	772,126	$880.2k0.06%	0.06%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
FATE THERAPEUTICS INC FATE · 13D · filed 2026-04-22	FATE	14.9%≈ $49.2m	no change	13D	2026-04-22
NEUROGENE INC NGNE · 13G · filed 2026-08-14	NGNE	9.9%≈ $49.4m	no change	13G	2026-08-14
ATARA BIOTHERAPEUTICS INC ATRA · 13D · filed 2026-07-24	ATRA	9.9%≈ $10.9m	no change	13D	2026-07-24
SHATTUCK LABS INC STTK · 13D · filed 2026-07-17	STTK	9.9%≈ $69.5m	no change	13D	2026-07-17
ANNEXON INC ANNX · 13G · filed 2026-07-08	ANNX	9.9%≈ $102.3m	no change	13G	2026-07-08
RAPT THERAPEUTICS INC RAPT · 13G · filed 2025-08-14	RAPT	9.9%		13G	2025-08-14
REGENXBIO INC RGNX · 13G · filed 2025-08-14	RGNX	9.9%≈ $60.6m		13G	2025-08-14
RAPT THERAPEUTICS INC 13G · filed 2025-02-14		9.9%		13G	2025-02-14
STOKE THERAPEUTICS INC STOK · 13G · filed 2026-05-15	STOK	6.7%≈ $136.3m	-1.3 pts	13G	2026-05-15
AGOMAB THERAPEUTICS NV AGMB · 13G · filed 2026-05-15	AGMB	5.6%	new	13G	2026-05-15

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-04-02	ADC THERAPEUTICS SA 10% owner	ADCT	Sold	2,634,506	$8.6m2.6m shares	-17%
2026-04-02	ADC THERAPEUTICS SA 10% owner	ADCT	Sold	2,529,491	$8.3m2.5m shares	-20%
2026-04-01	ADC THERAPEUTICS SA 10% owner · See Footnote	ADCT	Sold	169,265	$643.2k169.3k shares	-1%
2026-04-01	ADC THERAPEUTICS SA 10% owner	ADCT	Sold	162,517	$617.6k162.5k shares	-1%