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RG

Redmile Group Portfolio holdings

AUM $1.49B
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
Cap. Flow
-$290M
Cap. Flow %
-19.48%
Top 10 Hldgs %
73.48%
Holding
39
New
4
Increased
5
Reduced
23
Closed
–

Top Buys

Rank Stock Value
1
AGMB
AgomAb Therapeutics NV
AGMB
+$29M
2
CLYM
Climb Bio
CLYM
+$12.7M
3
AURA icon
Aura Biosciences
AURA
+$11.9M
4
STTK icon
Shattuck Labs
STTK
+$8.43M
5
ODTX
Odyssey Therapeutics
ODTX
+$7.45M

Top Sells

Rank Stock Value
1
SRRK icon
Scholar Rock
SRRK
+$230M
2
NRIX icon
Nurix Therapeutics
NRIX
+$62.3M
3
ANNX icon
Annexon
ANNX
+$14.8M
4
IMNM icon
Immunome
IMNM
+$13.9M
5
KRYS icon
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
AURA icon
26
Aura Biosciences
AURA
$767M
$11.8M 0.79%
+1,666,667
New +$11.9M
ODTX
27
Odyssey Therapeutics
ODTX
$1.17B
$7.95M 0.53%
+425,000
New +$7.45M
LIVN icon
28
LivaNova
LIVN
$4.43B
$7.66M 0.51%
93,154
-15,200
-14% -$1.07M
ESTA icon
29
Establishment Labs
ESTA
$2.11B
$7.63M 0.51%
88,964
-14,500
-14% -$1.04M
CBLL
30
CeriBell Inc
CBLL
$911M
$7.52M 0.51%
386,786
– –
DBVT
31
DBV Technologies
DBVT
$851M
$6.73M 0.45%
410,440
-80,900
-16% -$1.53M
INSM icon
32
Insmed
INSM
$25.9B
$5.46M 0.37%
+51,234
New +$6.2M
PRME icon
33
Prime Medicine
PRME
$655M
$5.13M 0.34%
1,389,632
-201,200
-13% -$668K
ATRA icon
34
Atara Biotherapeutics
ATRA
$92.3M
$5.07M 0.34%
441,701
– –
EPRX
35
Eupraxia Pharmaceuticals
EPRX
$441M
$4.04M 0.27%
611,400
-88,600
-13% -$611K
ORIC icon
36
Oric Pharmaceuticals
ORIC
$1.37B
$3.92M 0.26%
362,010
-53,700
-13% -$487K
ARDX icon
37
Ardelyx
ARDX
$984M
$3.27M 0.22%
641,750
-91,600
-12% -$559K
IVVD icon
38
Invivyd
IVVD
$284M
$2.27M 0.15%
2,597,759
-50,900
-2% -$63.8K
PLRX icon
39
Pliant Therapeutics
PLRX
$68.7M
$880K 0.06%
772,126
– –
1
2

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ACB
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LCS
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GAM
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MFWP
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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.