Redmile Group’s Absci ABSI Stock Holding History

Redmile Group’s Portfolio ABSI Stock Details ABSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.1M	Sell	6,739,675 -1,513,641	-18%	-$8.53M	5.24%	6
2026 Q1	$24.8M	Hold	8,253,316	–	–	1.64%	13
2025 Q4	$28.8M	Hold	8,253,316	–	–	2.12%	13
2025 Q3	$25.1M	Hold	8,253,316	–	–	2.44%	13
2025 Q2	$21.2M	Hold	8,253,316	–	–	2.26%	14
2025 Q1	$20.7M	Hold	8,253,316	–	–	1.96%	16
2024 Q4	$21.6M	Hold	8,253,316	–	–	1.51%	21
2024 Q3	$31.5M	Hold	8,253,316	–	–	1.86%	26
2024 Q2	$25.4M	Hold	8,253,316	–	–	1.54%	26
2024 Q1	$46.9M	Buy	8,253,316 +222,222	+3%	+$1M	1.72%	21
2023 Q4	$33.7M	Hold	8,031,094	–	–	1.21%	24
2023 Q3	$10.6M	Hold	8,031,094	–	–	0.5%	43
2023 Q2	$12.2M	Hold	8,031,094	–	–	0.47%	46
2023 Q1	$14.1M	Hold	8,031,094	–	–	0.61%	48
2022 Q4	$16.9M	Hold	8,031,094	–	–	0.69%	41
2022 Q3	$25.1M	Hold	8,031,094	–	–	0.98%	33
2022 Q2	$26.7M	Hold	8,031,094	–	–	1.02%	27
2022 Q1	$67.7M	Hold	8,031,094	–	–	2.11%	13
2021 Q4	$65.9M	Hold	8,031,094	–	–	1.5%	16
2021 Q3	$93.4M	Buy	+8,031,094	New	+$156M	1.63%	21

Other funds holding ABSI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Redmile Group's ABSI Position: Q2 2026 in Review

Redmile Group reduced its Absci (ABSI) stake by 18% in Q2 2026, selling an estimated $8.53M and leaving 6,739,675 shares worth $78.1M. The position accounts for 5.24% of the portfolio, ranked #6.

Redmile Group first reported a position in ABSI in Q3 2021 and has held it in 20 quarters since. The position peaked at $93.4M in Q3 2021. 197 funds tracked by Wall St. Rank hold ABSI as of Q2 2026.

Redmile Group held 6,739,675 shares of Absci worth $78.1M as of Q2 2026.
Redmile Group sold 1,513,641 Absci shares in Q2 2026, an estimated $8.53M.
Absci made up 5.24% of Redmile Group's portfolio in Q2 2026, its #6 holding.
Redmile Group first reported a position in Absci in Q3 2021 and has held it in 20 quarters since.
Redmile Group's Absci position peaked at $93.4M in Q3 2021.
197 funds tracked by Wall St. Rank held Absci as of Q2 2026.

Based on Redmile Group's 13F filing for Q2 2026, filed 14 Aug 2026.