Redmile Group portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Redmile Group reported a $1.5 bn portfolio of 39 positions to the SEC as of the end of Q2 2026. Its largest positions are SRRK, KRYS, STOK. During the quarter it opened Climb Bio and Aura Biosciences.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Redmile Group has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
- 13GElectra Therapeutics8.7 %
Stake reported in the company · event of Sep 21, 2026 · filed Sep 28, 2026 · filing ↗
Stake reported in the company · event of Jul 22, 2026 · filed Jul 24, 2026 · filing ↗
Stake reported in the company · event of Jul 15, 2026 · filed Jul 17, 2026 · filing ↗
Stake reported in the company · event of Jul 1, 2026 · filed Jul 8, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
What changed this quarter
31 positions with a change (3 new, 5 added to, 23 trimmed); also, 1 entered through an IPO. 10 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedOdyssey TherapeuticsODTX0.5% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Scholar Rock Holding−52%fewer sharesReduced29.5% → 15.9%
- Nurix Therapeutics−47%fewer sharesReduced7.9% → 6.6%
- AgomAb Therapeutics+1,650%more sharesIncreased0.1% → 2.4%
- Absci−18%fewer sharesReduced1.6% → 5.2%
- Climb Bio+1.1 ppof portfolioNew— → 1.1%
- Krystal Biotech−6.2%fewer sharesReduced11.5% → 15.8%
- Annexon−18%fewer sharesReduced5.3% → 4.6%
- Immunome−12%fewer sharesReduced8.1% → 7.0%
- Aura Biosciences+0.8 ppof portfolioNew— → 0.8%
- Shattuck Labs+24%more sharesIncreased2.4% → 3.2%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Scholar Rock HoldingSRRK15.9%
- Krystal BiotechKRYS15.8%
- Stoke TherapeuticsSTOK8.7%
- ImmunomeIMNM7.0%
- Nurix TherapeuticsNRIX6.6%
- AbsciABSI5.2%
- AnnexonANNX4.6%
- RegenxbioRGNX3.5%
- Shattuck LabsSTTK3.2%
- NeurogeneNGNE3.0%
- Beam TherapeuticsBEAM2.7%
- AgomAb TherapeuticsAGMB2.4%
- FATE TherapeuticsFATE2.3%
- IDEAYA BiosciencesIDYA1.6%
- Silence TherapeuticsSLN1.6%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Health Care 100%
How its portfolio changed (8 quarters)
Q2 2026: 39
Q2 2026: 73%
Q2 2026: 18.1%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Aug 28, 2026 (high confidence).
The data, as reported: REDMILE GROUP (CRD 143606): 7.B private funds: 10 hedge, 3 pe, 7 vc (gross assets $4.6 bn); 5.D assets by client type: pooled vehicles 100% (of $4.7 bn) · 13F: 53% of the portfolio was already held when the stock started trading
The type comes from a rule applied to that data. If it looks wrong, tell us.
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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