RG
ANNX icon

Redmile Group’s Annexon ANNX Stock Holding History

Redmile Group’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.6M Buy
14,549,768
+4,499,124
+45% +$25.3M 5.34% 6
2025
Q4 		$50.5M Buy
10,050,644
+3,750,000
+60% +$14.3M 3.72% 9
2025
Q3 		$19.2M Hold
6,300,644
– – 1.87% 17
2025
Q2 		$15.1M Hold
6,300,644
– – 1.61% 18
2025
Q1 		$12.2M Hold
6,300,644
– – 1.15% 22
2024
Q4 		$32.3M Sell
6,300,644
-126,818
-2% -$780K 2.25% 16
2024
Q3 		$38.1M Hold
6,427,462
– – 2.24% 21
2024
Q2 		$31.5M Buy
6,427,462
+924,272
+17% +$4.78M 1.9% 22
2024
Q1 		$39.5M Hold
5,503,190
– – 1.45% 26
2023
Q4 		$25M Buy
5,503,190
+2,000,000
+57% +$4.95M 0.89% 33
2023
Q3 		$8.27M Hold
3,503,190
– – 0.39% 48
2023
Q2 		$12.3M Hold
3,503,190
– – 0.47% 45
2023
Q1 		$13.5M Hold
3,503,190
– – 0.59% 50
2022
Q4 		$18.1M Hold
3,503,190
– – 0.74% 39
2022
Q3 		$21.6M Hold
3,503,190
– – 0.84% 38
2022
Q2 		$13.2M Buy
3,503,190
+300,273
+9% +$917K 0.5% 46
2022
Q1 		$8.74M Sell
3,202,917
-26,000
-0.8% -$160K 0.27% 55
2021
Q4 		$37.1M Sell
3,228,917
-120,268
-4% -$1.94M 0.84% 35
2021
Q3 		$62.3M Sell
3,349,185
-75,853
-2% -$1.54M 1.09% 31
2021
Q2 		$77.1M Sell
3,425,038
-33,792
-1% -$749K 1.14% 30
2021
Q1 		$96.3M Buy
3,458,830
+10,800
+0.3% +$297K 1.36% 25
2020
Q4 		$86.3M Buy
3,448,030
+5,908
+0.2% +$152K 1.05% 32
2020
Q3 		$104M Buy
+3,442,122
New +$80.8M 1.91% 11

Other funds holding ANNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redmile Group's ANNX Position: Q1 2026 in Review

Redmile Group increased its Annexon (ANNX) stake by 45% in Q1 2026, buying an estimated $25.3M and bringing the position to 14,549,768 shares worth $80.6M. The position accounts for 5.34% of the portfolio, ranked #6.

Redmile Group first reported a position in ANNX in Q3 2020 and has held it in 23 quarters since. The position peaked at $104M in Q3 2020. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Redmile Group held 14,549,768 shares of Annexon worth $80.6M as of Q1 2026.
  • Redmile Group bought 4,499,124 Annexon shares in Q1 2026, an estimated $25.3M.
  • Annexon made up 5.34% of Redmile Group's portfolio in Q1 2026, its #6 holding.
  • Redmile Group first reported a position in Annexon in Q3 2020 and has held it in 23 quarters since.
  • Redmile Group's Annexon position peaked at $104M in Q3 2020.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Redmile Group's 13F filing for Q1 2026, filed 15 May 2026.