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Redmile Group’s Stoke Therapeutics STOK Stock Holding History

Redmile Group’s Portfolio STOK Stock Details STOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$136M Buy
4,164,120
+130,050
+3% +$4.27M 8.98% 3
2025
Q4 		$128M Sell
4,034,070
-141,472
-3% -$4.25M 9.43% 4
2025
Q3 		$98.1M Sell
4,175,542
-200,389
-5% -$3.43M 9.55% 3
2025
Q2 		$49.7M Sell
4,375,931
-110,050
-2% -$1.04M 5.29% 4
2025
Q1 		$29.8M Sell
4,485,981
-107,648
-2% -$1M 2.82% 12
2024
Q4 		$50.7M Sell
4,593,629
-119,880
-3% -$1.47M 3.53% 8
2024
Q3 		$57.9M Sell
4,713,509
-7,545
-0.2% -$107K 3.41% 7
2024
Q2 		$63.8M Sell
4,721,054
-351,995
-7% -$4.75M 3.86% 4
2024
Q1 		$68.5M Buy
5,073,049
+2,447,543
+93% +$14.8M 2.51% 10
2023
Q4 		$13.8M Sell
2,625,506
-1,247,190
-32% -$5.33M 0.49% 46
2023
Q3 		$15.3M Sell
3,872,696
-82,492
-2% -$542K 0.73% 33
2023
Q2 		$42M Sell
3,955,188
-190,208
-5% -$2.02M 1.61% 20
2023
Q1 		$34.5M Buy
4,145,396
+3,502,966
+545% +$31.6M 1.5% 23
2022
Q4 		$5.93M Sell
642,430
-193,400
-23% -$2.01M 0.24% 51
2022
Q3 		$10.7M Sell
835,830
-1,157,438
-58% -$18.4M 0.42% 50
2022
Q2 		$26.3M Sell
1,993,268
-31,100
-2% -$472K 1.01% 28
2022
Q1 		$42.6M Sell
2,024,368
-222,300
-10% -$4.45M 1.33% 20
2021
Q4 		$53.9M Sell
2,246,668
-135,290
-6% -$3.23M 1.23% 24
2021
Q3 		$60.6M Sell
2,381,958
-76,600
-3% -$2.14M 1.06% 32
2021
Q2 		$82.8M Sell
2,458,558
-85,504
-3% -$3.02M 1.22% 28
2021
Q1 		$98.8M Sell
2,544,062
-142,172
-5% -$8.09M 1.39% 23
2020
Q4 		$166M Buy
2,686,234
+136,728
+5% +$6.27M 2.01% 14
2020
Q3 		$85.4M Buy
2,549,506
+47,200
+2% +$1.35M 1.57% 20
2020
Q2 		$59.6M Buy
2,502,306
+336,368
+16% +$7.99M 1.1% 27
2020
Q1 		$49.6M Buy
2,165,938
+1,145,160
+112% +$28.3M 1.39% 24
2019
Q4 		$28.9M Buy
1,020,778
+3,300
+0.3% +$83K 0.69% 39
2019
Q3 		$21.9M Sell
1,017,478
-4,330
-0.4% -$121K 0.73% 42
2019
Q2 		$29.8M Buy
+1,021,808
New +$27.4M 0.84% 38

Other funds holding STOK

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
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
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Redmile Group's STOK Position: Q1 2026 in Review

Redmile Group increased its Stoke Therapeutics (STOK) stake by 3.2% in Q1 2026, buying an estimated $4.27M and bringing the position to 4,164,120 shares worth $136M. The position accounts for 8.98% of the portfolio, ranked #3.

Redmile Group first reported a position in STOK in Q2 2019 and has held it in 28 quarters since. The position peaked at $166M in Q4 2020. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

  • Redmile Group held 4,164,120 shares of Stoke Therapeutics worth $136M as of Q1 2026.
  • Redmile Group bought 130,050 Stoke Therapeutics shares in Q1 2026, an estimated $4.27M.
  • Stoke Therapeutics made up 8.98% of Redmile Group's portfolio in Q1 2026, its #3 holding.
  • Redmile Group first reported a position in Stoke Therapeutics in Q2 2019 and has held it in 28 quarters since.
  • Redmile Group's Stoke Therapeutics position peaked at $166M in Q4 2020.
  • 196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

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