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Redmile Group’s Krystal Biotech KRYS Stock Holding History

Redmile Group’s Portfolio KRYS Stock Details KRYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$174M Sell
673,505
-4,200
-0.6% -$1.12M 11.52% 2
2025
Q4 		$167M Buy
677,705
+16,317
+2% +$3.43M 12.3% 2
2025
Q3 		$117M Sell
661,388
-2,083
-0.3% -$312K 11.36% 2
2025
Q2 		$91.2M Sell
663,471
-74,204
-10% -$10.9M 9.71% 2
2025
Q1 		$133M Sell
737,675
-15,500
-2% -$2.61M 12.57% 2
2024
Q4 		$118M Sell
753,175
-57,070
-7% -$10.1M 8.22% 2
2024
Q3 		$147M Sell
810,245
-210,833
-21% -$40.7M 8.69% 1
2024
Q2 		$188M Sell
1,021,078
-487,172
-32% -$81.8M 11.34% 1
2024
Q1 		$268M Sell
1,508,250
-224,939
-13% -$31.2M 9.85% 1
2023
Q4 		$215M Sell
1,733,189
-270,178
-13% -$30M 7.69% 2
2023
Q3 		$232M Sell
2,003,367
-563,294
-22% -$68.7M 11.06% 2
2023
Q2 		$301M Buy
2,566,661
+653,381
+34% +$66.7M 11.57% 2
2023
Q1 		$153M Buy
1,913,280
+16,635
+0.9% +$1.31M 6.65% 2
2022
Q4 		$150M Sell
1,896,645
-2,900
-0.2% -$215K 6.15% 2
2022
Q3 		$132M Buy
1,899,545
+1,000
+0.1% +$72.2K 5.14% 3
2022
Q2 		$125M Buy
1,898,545
+82,847
+5% +$5.15M 4.76% 5
2022
Q1 		$121M Sell
1,815,698
-5,200
-0.3% -$325K 3.77% 5
2021
Q4 		$127M Sell
1,820,898
-161,534
-8% -$9.4M 2.9% 9
2021
Q3 		$104M Sell
1,982,432
-89,700
-4% -$5.31M 1.81% 19
2021
Q2 		$141M Buy
2,072,132
+12,000
+0.6% +$838K 2.09% 14
2021
Q1 		$159M Buy
2,060,132
+385,096
+23% +$28M 2.24% 13
2020
Q4 		$101M Buy
1,675,036
+173,091
+12% +$8.64M 1.22% 23
2020
Q3 		$64.7M Buy
1,501,945
+92,200
+7% +$4M 1.19% 29
2020
Q2 		$58.4M Buy
1,409,745
+357,945
+34% +$17.2M 1.08% 29
2020
Q1 		$45.5M Sell
1,051,800
-38,400
-4% -$2.01M 1.28% 28
2019
Q4 		$60.4M Buy
1,090,200
+11,900
+1% +$584K 1.44% 23
2019
Q3 		$37.4M Sell
1,078,300
-2,000
-0.2% -$89.4K 1.25% 25
2019
Q2 		$43.5M Buy
1,080,300
+755,800
+233% +$24.7M 1.23% 26
2019
Q1 		$10.7M Sell
324,500
-500
-0.2% -$11.8K 0.31% 53
2018
Q4 		$6.75M Buy
+325,000
New +$6.8M 0.27% 57

Other funds holding KRYS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Redmile Group's KRYS Position: Q1 2026 in Review

Redmile Group reduced its Krystal Biotech (KRYS) stake by 0.62% in Q1 2026, selling an estimated $1.12M and leaving 673,505 shares worth $174M. The position accounts for 11.52% of the portfolio, ranked #2.

Redmile Group first reported a position in KRYS in Q4 2018 and has held it in 30 quarters since. The position peaked at $301M in Q2 2023. 367 funds tracked by Wall St. Rank hold KRYS as of Q1 2026.

  • Redmile Group held 673,505 shares of Krystal Biotech worth $174M as of Q1 2026.
  • Redmile Group sold 4,200 Krystal Biotech shares in Q1 2026, an estimated $1.12M.
  • Krystal Biotech made up 11.52% of Redmile Group's portfolio in Q1 2026, its #2 holding.
  • Redmile Group first reported a position in Krystal Biotech in Q4 2018 and has held it in 30 quarters since.
  • Redmile Group's Krystal Biotech position peaked at $301M in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Krystal Biotech as of Q1 2026.

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