RG
Redmile Group Portfolio holdings
AUM
$1.49B
Turnover
10.26%
1-Year Est. Return
208.7%
This Fund
S&P 500
This Quarter
Est. Return
+39.83%
1 Year Est. Return
+208.7%
3 Year Est. Return
+777.5%
5 Year Est. Return
+1,114.43%
10 Year Est. Return
+23,630.52%
AUM
$1.49B
AUM Growth
-$20.6M
(-1.4%)
Cap. Flow
-$290M
Cap. Flow
% of AUM
-19.48%
Top 10 Holdings %
Top 10 Hldgs %
73.48%
Holding
39
New
4
Increased
5
Reduced
23
Closed
–
Avg Time Held
3.9
years
Top 10 Avg Time Held
1.3
years
Top 20 Avg Time Held
1.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AgomAb Therapeutics NV
AGMB
|
+$29M |
| 2 |
Climb Bio
CLYM
|
+$12.7M |
| 3 |
Aura Biosciences
AURA
|
+$11.9M |
| 4 |
Shattuck Labs
STTK
|
+$8.43M |
| 5 |
Odyssey Therapeutics
ODTX
|
+$7.45M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Scholar Rock
SRRK
|
+$230M |
| 2 |
Nurix Therapeutics
NRIX
|
+$62.3M |
| 3 |
Annexon
ANNX
|
+$14.8M |
| 4 |
Immunome
IMNM
|
+$13.9M |
| 5 |
Krystal Biotech
KRYS
|
+$12.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
26
Aura Biosciences
AURA
$644M
| $11.8M | 0.79% |
+1,666,667
| New | +$11.9M |
2026 Q2
0 quarters
|
|
|
27
Odyssey Therapeutics
ODTX
$807M
| $7.95M | 0.53% |
+425,000
| New | +$7.45M |
2026 Q2
0 quarters
|
|
28
LivaNova
LIVN
$4.17B
| $7.66M | 0.51% |
93,154
-15,200
| -14% | -$1.07M |
2021 Q1
21 quarters
|
|
29
Establishment Labs
ESTA
$1.73B
| $7.63M | 0.51% |
88,964
-14,500
| -14% | -$1.04M |
2024 Q1
9 quarters
|
|
30
CeriBell Inc
CBLL
$1.02B
| $7.52M | 0.51% |
386,786
| – | – |
2024 Q4
6 quarters
|
|
31
DBV Technologies S.A. American Depositary Shares
DBVT
$566M
| $6.73M | 0.45% |
410,440
-80,900
| -16% | -$1.53M |
2025 Q4
2 quarters
|
|
32
Insmed
INSM
$21.2B
| $5.46M | 0.37% |
+51,234
| New | +$6.2M |
2026 Q2
0 quarters
|
|
33
Prime Medicine
PRME
$559M
| $5.13M | 0.34% |
1,389,632
-201,200
| -13% | -$668K |
2026 Q1
1 quarter
|
|
34
Atara Biotherapeutics
ATRA
$95.3M
| $5.07M | 0.34% |
441,701
| – | – |
2014 Q4
46 quarters
|
|
35
Eupraxia Pharmaceuticals
EPRX
$438M
| $4.04M | 0.27% |
611,400
-88,600
| -13% | -$611K |
2026 Q1
1 quarter
|
|
36
Oric Pharmaceuticals
ORIC
$1.2B
| $3.92M | 0.26% |
362,010
-53,700
| -13% | -$487K |
2025 Q4
2 quarters
|
|
37
Ardelyx
ARDX
$829M
| $3.27M | 0.22% |
641,750
-91,600
| -12% | -$559K |
2026 Q1
1 quarter
|
|
38
Invivyd
IVVD
$183M
| $2.27M | 0.15% |
2,597,759
-50,900
| -2% | -$63.8K |
2021 Q3
19 quarters
|
|
39
Pliant Therapeutics
PLRX
$55.9M
| $880K | 0.06% |
772,126
| – | – |
2020 Q2
24 quarters
|
|
Similar funds
FCM
MM
WA
ACB
LCS
GAM
MFWP
PMG
Redmile Group's Q2 2026 Portfolio in Review
As of Q2 2026, Redmile Group held 39 positions worth $1.49B, down 1.4% from $1.51B the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Redmile Group withdrew a net $290M in Q2 2026, reducing 23 holdings. Its largest reduction was Scholar Rock, cutting an estimated $230M.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.
Against the trend, Redmile Group opened a new position in Climb Bio worth $16M.
- Redmile Group's largest Q2 2026 buy was Climb Bio: 1,226,330 shares worth $16M.
- Redmile Group added most to AgomAb Therapeutics NV in Q2 2026, an estimated $29M increase.
- Redmile Group's biggest Q2 2026 reduction was Scholar Rock, cutting an estimated $230M.
- Redmile Group's ten largest holdings make up 73% of its $1.49B portfolio in Q2 2026.
- Redmile Group opened 4 new positions and closed 0 in Q2 2026.
- Redmile Group's portfolio value fell 1.4% quarter-over-quarter to $1.49B.
Based on Redmile Group's 13F filing for Q2 2026, filed 14 Aug 2026.