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Redmile Group Portfolio holdings
AUM
$1.49B
Turnover
10.26%
1-Year Est. Return
208.7%
This Fund
S&P 500
This Quarter Est. Return
+39.83%
1 Year Est. Return
+208.7%
3 Year Est. Return
+777.5%
5 Year Est. Return
+1,114.43%
10 Year Est. Return
+23,630.52%
AUM
$1.49B
AUM Growth
-$20.6M
(-1.4%)
Cap. Flow
-$290M
Cap. Flow % of AUM
Cap. Flow %
-19.48%
Top 10 Holdings %
Top 10 Hldgs %
73.48%
Holding
39
New
4
Increased
5
Reduced
23
Closed
–
Avg Time Held
3.9
years
Top 10 Avg Time Held
1.3
years
Top 20 Avg Time Held
1.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AgomAb Therapeutics NV
AGMB
|
+$29M |
| 2 |
Climb Bio
CLYM
|
+$12.7M |
| 3 |
Aura Biosciences
AURA
|
+$11.9M |
| 4 |
Shattuck Labs
STTK
|
+$8.43M |
| 5 |
Odyssey Therapeutics
ODTX
|
+$7.45M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Scholar Rock
SRRK
|
+$230M |
| 2 |
Nurix Therapeutics
NRIX
|
+$62.3M |
| 3 |
Annexon
ANNX
|
+$14.8M |
| 4 |
Immunome
IMNM
|
+$13.9M |
| 5 |
Krystal Biotech
KRYS
|
+$12.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Scholar Rock
SRRK
$4.86B
| $237M | 15.92% |
4,311,092
-4,755,529
| -52% | -$230M |
2018 Q2
32 quarters
|
|
|
2
Krystal Biotech
KRYS
$9.37B
| $235M | 15.77% |
632,005
-41,500
| -6% | -$12.4M |
2018 Q4
30 quarters
|
|
3
Stoke Therapeutics
STOK
$1.56B
| $129M | 8.67% |
3,945,920
-218,200
| -5% | -$7M |
2019 Q2
28 quarters
|
|
|
4
Immunome
IMNM
$1.94B
| $104M | 6.99% |
4,911,590
-647,295
| -12% | -$13.9M |
2023 Q4
10 quarters
|
|
|
5
Nurix Therapeutics
NRIX
$2.67B
| $98.8M | 6.64% |
4,073,787
-3,659,021
| -47% | -$62.3M |
2020 Q3
23 quarters
|
|
6
Absci
ABSI
$1.42B
| $78.1M | 5.24% |
6,739,675
-1,513,641
| -18% | -$8.53M |
2021 Q3
19 quarters
|
|
|
7
Annexon
ANNX
$646M
| $67.8M | 4.55% |
11,869,877
-2,679,891
| -18% | -$14.8M |
2020 Q3
23 quarters
|
|
8
Regenxbio
RGNX
$457M
| $52.3M | 3.51% |
4,368,804
| – | – |
2017 Q1
37 quarters
|
|
|
9
Shattuck Labs
STTK
$544M
| $47.8M | 3.21% |
6,892,033
+1,352,309
| +24% | +$8.43M |
2020 Q4
22 quarters
|
|
10
Neurogene
NGNE
$465M
| $44.4M | 2.98% |
1,412,199
-47,400
| -3% | -$1.3M |
2019 Q4
26 quarters
|
|
11
Beam Therapeutics
BEAM
$2.42B
| $40M | 2.68% |
1,164,259
-73,400
| -6% | -$2.22M |
2020 Q1
25 quarters
|
|
|
12
AgomAb Therapeutics NV
AGMB
$408M
| $35.5M | 2.38% |
2,733,926
+2,577,676
| +1,650% | +$29M |
2026 Q1
1 quarter
|
|
13
Fate Therapeutics
FATE
$214M
| $34.8M | 2.33% |
12,872,946
| – | – |
2015 Q2
44 quarters
|
|
14
IDEAYA Biosciences
IDYA
$3.17B
| $23.9M | 1.6% |
640,202
+119,085
| +23% | +$3.65M |
2023 Q4
10 quarters
|
|
15
Silence Therapeutics
SLN
$539M
| $23.8M | 1.6% |
2,164,777
| – | – |
2024 Q1
9 quarters
|
|
16
Cogent Biosciences
COGT
$5.12B
| $19.5M | 1.31% |
503,321
-184,715
| -27% | -$6.46M |
2023 Q2
12 quarters
|
|
17
Solid Biosciences
SLDB
$593M
| $19.5M | 1.31% |
1,948,695
-63,200
| -3% | -$479K |
2024 Q4
6 quarters
|
|
18
Nuvation Bio
NUVB
$1.56B
| $17.2M | 1.16% |
3,031,009
-122,247
| -4% | -$597K |
2021 Q1
21 quarters
|
|
19
Celldex Therapeutics
CLDX
$2.16B
| $16.1M | 1.08% |
433,921
+172,413
| +66% | +$5.57M |
2020 Q2
24 quarters
|
|
|
20
Climb Bio
CLYM
$564M
| $16M | 1.07% |
+1,226,330
| New | +$12.7M |
2026 Q2
0 quarters
|
|
21
ALX Oncology
ALXO
$147M
| $15.3M | 1.03% |
7,392,504
-571,684
| -7% | -$1.02M |
2020 Q3
23 quarters
|
|
22
BioMarin Pharmaceuticals
BMRN
$10.6B
| $15.2M | 1.02% |
265,169
+91,310
| +53% | +$5M |
2026 Q1
1 quarter
|
|
23
Xenon Pharmaceuticals
XENE
$3.24B
| $13.8M | 0.93% |
229,374
-33,300
| -13% | -$1.85M |
2025 Q4
2 quarters
|
|
24
Zymeworks
ZYME
$1.8B
| $12.9M | 0.86% |
491,654
| – | – |
2020 Q1
25 quarters
|
|
25
ADC Therapeutics
ADCT
$179M
| $12.3M | 0.83% |
11,526,710
-3,943,792
| -25% | -$11.5M |
2020 Q2
24 quarters
|
|
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Redmile Group's Q2 2026 Portfolio in Review
As of Q2 2026, Redmile Group held 39 positions worth $1.49B, down 1.4% from $1.51B the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Redmile Group withdrew a net $290M in Q2 2026, reducing 23 holdings. Its largest reduction was Scholar Rock, cutting an estimated $230M.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.
Against the trend, Redmile Group opened a new position in Climb Bio worth $16M.
- Redmile Group's largest Q2 2026 buy was Climb Bio: 1,226,330 shares worth $16M.
- Redmile Group added most to AgomAb Therapeutics NV in Q2 2026, an estimated $29M increase.
- Redmile Group's biggest Q2 2026 reduction was Scholar Rock, cutting an estimated $230M.
- Redmile Group's ten largest holdings make up 73% of its $1.49B portfolio in Q2 2026.
- Redmile Group opened 4 new positions and closed 0 in Q2 2026.
- Redmile Group's portfolio value fell 1.4% quarter-over-quarter to $1.49B.
Based on Redmile Group's 13F filing for Q2 2026, filed 14 Aug 2026.