2026 Q1 Portfolio Activity
In 2026 Q1, Redmile Group, LLC maintained a portfolio of 39 distinct positions. The most significant new addition was BIOMARIN PHARMACEUTICAL INC, now representing 0.65% of the total fund value. They heavily accumulated shares in SCHOLAR ROCK HLDG CORP, increasing the position by 73.7%. Conversely, Redmile Group, LLC completely exited their position in RAPT THERAPEUTICS INC.
Position History
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Total Positions
39
Quarter
2026 Q1
Top Holding
SRRK (29.5%)
Top 10 Concentration
81.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-39 of 39
Redmile Group, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 29.51% | 16.94% |
#1
Prev: #1
|
9.0 |
—
|
3,845,775 | 73.7% |
P
S
|
9,066,621 | $445,715,088 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KRYS
KRYSTAL BIOTECH...
|
Healthcare | 11.52% | 12.30% |
#2
Prev: #2
|
6.0 |
—
|
-4,200 | -0.6% |
P
S
|
673,505 | $173,979,812 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STOK
STOKE THERAPEUT...
|
Healthcare | 8.98% | 9.43% |
#3
1
Prev: #4
|
5.1 |
—
|
130,050 | 3.2% |
P
S
|
4,164,120 | $135,583,747 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMNM
IMMUNOME INC
|
Healthcare | 8.05% | 9.05% |
#4
1
Prev: #5
|
4.2 |
—
|
-159,500 | -2.8% |
P
S
|
5,558,885 | $121,572,815 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 7.94% | 11.31% |
#5
2
Prev: #3
|
4.2 |
—
|
-361,100 | -4.5% |
P
S
|
7,732,808 | $119,858,524 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ANNX
ANNEXON INC
|
Healthcare | 5.34% | 3.72% |
#6
3
Prev: #9
|
4.6 |
—
|
4,499,124 | 44.8% |
P
S
|
14,549,768 | $80,605,715 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADCT
ADC THERAPEUTIC...
|
Healthcare | 3.84% | 4.07% |
#7
Prev: #7
|
2.0 |
—
|
-196,229 | -1.3% |
P
S
|
15,470,502 | $58,014,383 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RGNX
REGENXBIO INC
|
Healthcare | 2.42% | 4.63% |
#8
2
Prev: #6
|
2.0 |
—
|
no change | no change |
P
S
|
4,368,804 | $36,610,578 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STTK
SHATTUCK LABS I...
|
Healthcare | 2.36% | 1.49% |
#9
7
Prev: #16
|
1.9 |
—
|
no change | no change |
P
S
|
5,539,724 | $35,620,425 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BEAM
BEAM THERAPEUTI...
|
Healthcare | 1.95% | 2.62% |
#10
Prev: #10
|
1.3 |
—
|
-48,200 | -3.7% |
P
S
|
1,237,659 | $29,493,414 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NGNE
NEUROGENE INC
|
Healthcare | 1.95% | 2.21% |
#11
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
1,459,599 | $29,425,516 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 1.75% | 3.76% |
#12
4
Prev: #8
|
0.7 |
—
|
-749,882 | -52.2% |
P
S
|
688,036 | $26,482,506 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABSI
ABSCI CORPORATI...
|
Healthcare | 1.64% | 2.12% |
#13
Prev: #13
|
1.7 |
—
|
no change | no change |
P
S
|
8,253,316 | $24,759,948 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IDYA
IDEAYA BIOSCIEN...
|
Healthcare | 1.15% | 1.89% |
#14
1
Prev: #15
|
0.5 |
—
|
-220,900 | -29.8% |
P
S
|
521,117 | $17,363,618 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALXO
ALX ONCOLOGY HL...
|
Healthcare | 1.06% | 0.27% |
#15
16
Prev: #31
|
3.4 |
—
|
4,699,470 | 143.9% |
P
S
|
7,964,188 | $15,968,197 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FATE
FATE THERAPEUTI...
|
Healthcare | 1.02% | 0.93% |
#16
3
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
12,872,946 | $15,447,535 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 1.01% | 0.44% |
#17
12
Prev: #29
|
3.4 |
—
|
128,792 | 96.2% |
P
S
|
262,674 | $15,274,493 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLDB
SOLID BIOSCIENC...
|
Healthcare | 0.96% | 0.77% |
#18
4
Prev: #22
|
2.4 |
—
|
151,353 | 8.1% |
P
S
|
2,011,895 | $14,485,644 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NUVB
NUVATION BIO IN...
|
Healthcare | 0.90% | 2.09% |
#19
5
Prev: #14
|
0.9 |
—
|
-10,000 | -0.3% |
P
S
|
3,153,256 | $13,527,468 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZYME
ZYMEWORKS INC
|
Healthcare | 0.82% | 0.95% |
#20
2
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
491,654 | $12,311,016 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLN
SILENCE THERAPE...
|
Healthcare | 0.76% | 0.97% |
#21
4
Prev: #17
|
1.3 |
—
|
no change | no change |
P
S
|
2,164,777 | $11,408,375 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DBVT
DBV TECHNOLOGIE...
|
Healthcare | 0.68% | 0.78% |
#22
1
Prev: #21
|
0.8 |
—
|
-58,500 | -10.6% |
P
S
|
491,340 | $10,264,093 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 0.65% | — |
#23
Prev: #—
|
3.8 |
—
|
173,859 | — |
NEW
|
173,859 | $9,821,295 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 0.55% | 0.57% |
#24
2
Prev: #26
|
0.7 |
—
|
-21,800 | -7.7% |
P
S
|
261,508 | $8,295,034 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CBLL
CERIBELL INC
|
Healthcare | 0.47% | 0.70% |
#25
2
Prev: #23
|
0.7 |
—
|
-48,453 | -11.1% |
P
S
|
386,786 | $7,089,787 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LIVN
LIVANOVA PLC
|
Healthcare | 0.46% | 0.53% |
#26
1
Prev: #27
|
0.7 |
—
|
-9,700 | -8.2% |
P
S
|
108,354 | $6,886,980 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESTA
ESTABLISHMENT L...
|
Healthcare | 0.39% | 0.60% |
#27
3
Prev: #24
|
0.7 |
—
|
-9,200 | -8.2% |
P
S
|
103,464 | $5,874,686 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRME
PRIME MEDICINE ...
|
Healthcare | 0.37% | — |
#28
Prev: #—
|
3.6 |
—
|
1,590,832 | — |
NEW
|
1,590,832 | $5,536,095 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORIC
ORIC PHARMACEUT...
|
Healthcare | 0.35% | 0.27% |
#29
3
Prev: #32
|
0.6 |
—
|
-32,400 | -7.2% |
P
S
|
415,710 | $5,267,046 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EPRX
EUPRAXIA PHARMA...
|
Healthcare | 0.34% | — |
#30
Prev: #—
|
3.6 |
—
|
700,000 | — |
NEW
|
700,000 | $5,068,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARDX
ARDELYX INC
|
Healthcare | 0.29% | — |
#31
Prev: #—
|
3.6 |
—
|
733,350 | — |
NEW
|
733,350 | $4,392,767 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVVD
INVIVYD INC
|
Healthcare | 0.23% | 0.49% |
#32
4
Prev: #28
|
0.6 |
—
|
-32,500 | -1.2% |
P
S
|
2,648,659 | $3,443,257 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ATRA
ATARA BIOTHERAP...
|
Healthcare | 0.14% | 0.59% |
#33
8
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
441,701 | $2,089,246 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
AGOMAB THERAPEU...
|
|
Unknown | 0.11% | — |
#34
Prev: #—
|
3.5 |
—
|
156,250 | — |
NEW
|
156,250 | $1,639,063 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
PLRX
PLIANT THERAPEU...
|
Healthcare | 0.06% | 0.15% |
#35
2
Prev: #33
|
0.0 |
—
|
-844,102 | -52.2% |
P
S
|
772,126 | $972,879 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KLRS
KALARIS THERAPE...
|
Healthcare | 0.00% | 0.05% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-82,955 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RPTX
REPARE THERAPEU...
|
Unknown | 0.00% | 0.30% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-1,586,174 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
REPL
REPLIMUNE GROUP...
|
Healthcare | 0.00% | 0.79% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-1,099,756 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RAPT
RAPT THERAPEUTI...
|
Healthcare | 0.00% | 2.21% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-885,927 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-39 of 39 holdings