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Redmile Group’s ADC Therapeutics ADCT Stock Holding History

Redmile Group’s Portfolio ADCT Stock Details ADCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Sell
11,526,710
-3,943,792
-25% -$11.5M 0.83% 25
2026
Q1 		$58M Sell
15,470,502
-196,229
-1% -$774K 3.84% 7
2025
Q4 		$55.3M Hold
15,666,731
– – 4.07% 7
2025
Q3 		$62.7M Hold
15,666,731
– – 6.1% 5
2025
Q2 		$42M Hold
15,666,731
– – 4.47% 9
2025
Q1 		$22.1M Hold
15,666,731
– – 2.09% 14
2024
Q4 		$31.2M Sell
15,666,731
-2,486
-0% -$6.5K 2.17% 17
2024
Q3 		$49.4M Buy
15,669,217
+400,000
+3% +$1.26M 2.91% 12
2024
Q2 		$48.3M Hold
15,269,217
– – 2.92% 9
2024
Q1 		$68.6M Sell
15,269,217
-59,100
-0.4% -$218K 2.52% 9
2023
Q4 		$25.4M Buy
15,328,317
+1,150,272
+8% +$1.06M 0.91% 32
2023
Q3 		$12.7M Buy
14,178,045
+128,110
+0.9% +$170K 0.61% 38
2023
Q2 		$30.2M Buy
14,049,935
+484,686
+4% +$1.09M 1.16% 27
2023
Q1 		$26.5M Buy
13,565,249
+5,974,400
+79% +$22M 1.15% 32
2022
Q4 		$29.1M Buy
7,590,849
+78,820
+1% +$315K 1.19% 27
2022
Q3 		$36.2M Hold
7,512,029
– – 1.4% 22
2022
Q2 		$59.7M Buy
7,512,029
+79,600
+1% +$753K 2.28% 12
2022
Q1 		$109M Sell
7,432,429
-18,600
-0.2% -$295K 3.41% 7
2021
Q4 		$151M Sell
7,451,029
-78,300
-1% -$1.89M 3.42% 7
2021
Q3 		$204M Buy
7,529,329
+7,300
+0.1% +$187K 3.57% 5
2021
Q2 		$183M Buy
7,522,029
+213,611
+3% +$4.96M 2.71% 7
2021
Q1 		$178M Buy
7,308,418
+549,624
+8% +$15.9M 2.51% 9
2020
Q4 		$216M Buy
6,758,794
+405,700
+6% +$13.3M 2.62% 10
2020
Q3 		$210M Buy
6,353,094
+827,224
+15% +$35.8M 3.85% 7
2020
Q2 		$259M Buy
+5,525,870
New +$210M 4.78% 4

Other funds holding ADCT

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Redmile Group's ADCT Position: Q2 2026 in Review

Redmile Group reduced its ADC Therapeutics (ADCT) stake by 25% in Q2 2026, selling an estimated $11.5M and leaving 11,526,710 shares worth $12.3M. The position accounts for 0.83% of the portfolio, ranked #25.

Redmile Group first reported a position in ADCT in Q2 2020 and has held it in 25 quarters since. The position peaked at $259M in Q2 2020. 114 funds tracked by Wall St. Rank hold ADCT as of Q2 2026.

  • Redmile Group held 11,526,710 shares of ADC Therapeutics worth $12.3M as of Q2 2026.
  • Redmile Group sold 3,943,792 ADC Therapeutics shares in Q2 2026, an estimated $11.5M.
  • ADC Therapeutics made up 0.83% of Redmile Group's portfolio in Q2 2026, its #25 holding.
  • Redmile Group first reported a position in ADC Therapeutics in Q2 2020 and has held it in 25 quarters since.
  • Redmile Group's ADC Therapeutics position peaked at $259M in Q2 2020.
  • 114 funds tracked by Wall St. Rank held ADC Therapeutics as of Q2 2026.

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