Redmile Group’s Xenon Pharmaceuticals XENE Stock Holding History

Redmile Group’s Portfolio XENE Stock Details XENE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.8M	Sell	229,374 -33,300	-13%	-$1.85M	0.93%	23
2026 Q1	$15.3M	Buy	262,674 +128,792	+96%	+$5.93M	1.01%	17
2025 Q4	$6M	Buy	+133,882	New	+$5.62M	0.44%	29
2023 Q4	–	Sell	-419,568	Closed	-$14.3M	–	73
2023 Q3	$14.3M	Sell	419,568 -700,908	-63%	-$26.2M	0.68%	35
2023 Q2	$43.1M	Sell	1,120,476 -205,356	-15%	-$8.16M	1.66%	16
2023 Q1	$47.5M	Sell	1,325,832 -1,034,582	-44%	-$38.2M	2.06%	17
2022 Q4	$93.1M	Sell	2,360,414 -10,200	-0.4%	-$371K	3.81%	7
2022 Q3	$85.6M	Buy	2,370,614 +731,270	+45%	+$26.3M	3.32%	6
2022 Q2	$49.9M	Buy	+1,639,344	New	+$49.6M	1.9%	16

Other funds holding XENE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Jupiter Topco New York $245B AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Redmile Group's XENE Position: Q2 2026 in Review

Redmile Group reduced its Xenon Pharmaceuticals (XENE) stake by 13% in Q2 2026, selling an estimated $1.85M and leaving 229,374 shares worth $13.8M. The position accounts for 0.93% of the portfolio, ranked #23.

Redmile Group first reported a position in XENE in Q2 2022 and has held it in 9 quarters since. The position peaked at $93.1M in Q4 2022. 315 funds tracked by Wall St. Rank hold XENE as of Q2 2026.

Redmile Group held 229,374 shares of Xenon Pharmaceuticals worth $13.8M as of Q2 2026.
Redmile Group sold 33,300 Xenon Pharmaceuticals shares in Q2 2026, an estimated $1.85M.
Xenon Pharmaceuticals made up 0.93% of Redmile Group's portfolio in Q2 2026, its #23 holding.
Redmile Group first reported a position in Xenon Pharmaceuticals in Q2 2022 and has held it in 9 quarters since.
Redmile Group's Xenon Pharmaceuticals position peaked at $93.1M in Q4 2022.
315 funds tracked by Wall St. Rank held Xenon Pharmaceuticals as of Q2 2026.

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