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Redmile Group’s Beam Therapeutics BEAM Stock Holding History

Redmile Group’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40M Sell
1,164,259
-73,400
-6% -$2.22M 2.68% 11
2026
Q1 		$29.5M Sell
1,237,659
-48,200
-4% -$1.34M 1.95% 10
2025
Q4 		$35.6M Sell
1,285,859
-101,700
-7% -$2.59M 2.62% 10
2025
Q3 		$33.7M Sell
1,387,559
-35,852
-3% -$713K 3.28% 11
2025
Q2 		$24.2M Sell
1,423,411
-186,918
-12% -$3.26M 2.58% 13
2025
Q1 		$31.4M Buy
1,610,329
+81,762
+5% +$2.14M 2.97% 11
2024
Q4 		$37.9M Sell
1,528,567
-82,446
-5% -$2.1M 2.64% 12
2024
Q3 		$39.5M Sell
1,611,013
-92,048
-5% -$2.38M 2.33% 19
2024
Q2 		$39.9M Sell
1,703,061
-176,556
-9% -$4.34M 2.41% 15
2024
Q1 		$62.1M Buy
1,879,617
+449,834
+31% +$14M 2.28% 14
2023
Q4 		$38.9M Sell
1,429,783
-39,942
-3% -$992K 1.39% 23
2023
Q3 		$35.3M Sell
1,469,725
-15,474
-1% -$415K 1.68% 19
2023
Q2 		$47.4M Sell
1,485,199
-126,895
-8% -$4.12M 1.82% 15
2023
Q1 		$49.4M Sell
1,612,094
-158,493
-9% -$6.25M 2.14% 14
2022
Q4 		$69.2M Sell
1,770,587
-2,400
-0.1% -$107K 2.83% 10
2022
Q3 		$84.5M Sell
1,772,987
-76,900
-4% -$4.39M 3.28% 7
2022
Q2 		$71.6M Buy
1,849,887
+13,837
+0.8% +$550K 2.73% 8
2022
Q1 		$105M Sell
1,836,050
-49,800
-3% -$3.27M 3.28% 9
2021
Q4 		$150M Sell
1,885,850
-89,156
-5% -$7.63M 3.42% 8
2021
Q3 		$172M Sell
1,975,006
-77,500
-4% -$7.79M 3% 9
2021
Q2 		$264M Sell
2,052,506
-480,017
-19% -$38.2M 3.91% 3
2021
Q1 		$203M Sell
2,532,523
-1,245,739
-33% -$119M 2.86% 6
2020
Q4 		$308M Buy
3,778,262
+451,000
+14% +$22.2M 3.74% 4
2020
Q3 		$81.9M Sell
3,327,262
-29,696
-0.9% -$737K 1.5% 21
2020
Q2 		$94M Sell
3,356,958
-2,300
-0.1% -$49.6K 1.74% 16
2020
Q1 		$60.5M Buy
+3,359,258
New +$73M 1.7% 17

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Redmile Group's BEAM Position: Q2 2026 in Review

Redmile Group reduced its Beam Therapeutics (BEAM) stake by 5.9% in Q2 2026, selling an estimated $2.22M and leaving 1,164,259 shares worth $40M. The position accounts for 2.68% of the portfolio, ranked #11.

Redmile Group first reported a position in BEAM in Q1 2020 and has held it in 26 quarters since. The position peaked at $308M in Q4 2020. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Redmile Group held 1,164,259 shares of Beam Therapeutics worth $40M as of Q2 2026.
  • Redmile Group sold 73,400 Beam Therapeutics shares in Q2 2026, an estimated $2.22M.
  • Beam Therapeutics made up 2.68% of Redmile Group's portfolio in Q2 2026, its #11 holding.
  • Redmile Group first reported a position in Beam Therapeutics in Q1 2020 and has held it in 26 quarters since.
  • Redmile Group's Beam Therapeutics position peaked at $308M in Q4 2020.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

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