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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
+39.57%
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
$1.03B
AUM Growth
+$88.2M
(+9.4%)
Cap. Flow
-$124M
Cap. Flow
% of AUM
-12.03%
Top 10 Holdings %
Top 10 Hldgs %
68.92%
Holding
48
New
–
Increased
4
Reduced
21
Closed
8
Avg Time Held
4.8
years
Top 10 Avg Time Held
1
year
Top 20 Avg Time Held
1.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cogent Biosciences
COGT
|
+$9.02M |
| 2 |
IDEAYA Biosciences
IDYA
|
+$7.49M |
| 3 |
Immunome
IMNM
|
+$1.5M |
| 4 |
Neurogene
NGNE
|
+$449K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kymera Therapeutics
KYMR
|
+$35.1M |
| 2 |
Replimune Group
REPL
|
+$26.4M |
| 3 |
Hinge Health
HNGE
|
+$15.5M |
| 4 |
Biohaven
BHVN
|
+$10.3M |
| 5 |
Boston Scientific
BSX
|
+$9.16M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Atara Biotherapeutics
ATRA
$96.9M
| $6.33M | 0.62% |
441,701
| – | – |
2014 Q4
43 quarters
|
|
27
DELISTED
Amicus Therapeutics
FOLD
| $6.12M | 0.6% |
777,178
-411,820
| -35% | -$2.93M |
2013 Q2
49 quarters
|
|
28
ALX Oncology
ALXO
$138M
| $6.1M | 0.59% |
3,332,983
-58,472
| -2% | -$50.6K |
2020 Q3
20 quarters
|
|
29
Establishment Labs
ESTA
$1.83B
| $5.3M | 0.52% |
129,364
-7,131
| -5% | -$291K |
2024 Q1
6 quarters
|
|
30
CeriBell Inc
CBLL
$1.06B
| $5M | 0.49% |
435,239
| – | – |
2024 Q4
3 quarters
|
|
31
Xeris Biopharma Holdings
XERS
$1.84B
| $3.67M | 0.36% |
451,099
| – | – |
2018 Q2
29 quarters
|
|
32
DELISTED
Ventyx Biosciences
VTYX
| $3.34M | 0.32% |
1,073,386
-41,143
| -4% | -$109K |
2022 Q3
12 quarters
|
|
33
DELISTED
LAVA Therapeutics
LVTX
| $3.24M | 0.31% |
2,074,372
| – | – |
2021 Q1
18 quarters
|
|
34
DELISTED
Repare Therapeutics
RPTX
| $2.79M | 0.27% |
1,586,174
| – | – |
2020 Q2
21 quarters
|
|
35
Invivyd
IVVD
$197M
| $2.51M | 0.24% |
2,285,320
| – | – |
2021 Q3
16 quarters
|
|
36
Pliant Therapeutics
PLRX
$60.2M
| $2.36M | 0.23% |
1,591,695
-40,882
| -3% | -$62.4K |
2020 Q2
21 quarters
|
|
|
37
Replimune Group
REPL
$1.11B
| $2.25M | 0.22% |
535,818
-4,128,973
| -89% | -$26.4M |
2018 Q3
28 quarters
|
|
38
Prime Medicine
PRME
$655M
| $483K | 0.05% |
87,118
-1,987,232
| -96% | -$8.07M |
2022 Q4
11 quarters
|
|
39
Kalaris Therapeutics
KLRS
$52.1M
| $479K | 0.05% |
82,955
| – | – |
2020 Q3
20 quarters
|
|
40
Boundless Bio
BOLD
$54.3M
| $302K | 0.03% |
245,458
-343,576
| -58% | -$397K |
2024 Q1
6 quarters
|
|
|
41
Biohaven
BHVN
$1.73B
| – | – |
-729,515
| Closed | -$10.3M | – |
|
|
42
Boston Scientific
BSX
$64B
| – | – |
-85,301
| Closed | -$9.16M | – |
|
43
4D Molecular Therapeutics
FDMT
$711M
| – | – |
-112,168
| Closed | -$416K | – |
|
44
DELISTED
IGM Biosciences
IGMS
| – | – |
-2,952,131
| Closed | -$3.31M | – |
|
|
45
Kymera Therapeutics
KYMR
$8.99B
| – | – |
-803,289
| Closed | -$35.1M | – |
|
46
Penumbra
PEN
$12.7B
| – | – |
-18,818
| Closed | -$4.83M | – |
|
47
DELISTED
Verve Therapeutics
VERV
| – | – |
-740,261
| Closed | -$8.31M | – |
|
|
48
Hinge Health
HNGE
$8.47B
| – | – |
-300,000
| Closed | -$15.5M | – |
|
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Redmile Group's Q3 2025 Portfolio in Review
As of Q3 2025, Redmile Group held 48 positions worth $1.03B, up 9.4% from $940M the previous quarter. Its ten largest holdings account for 69% of the portfolio.
Redmile Group withdrew a net $124M in Q3 2025, closing 8 positions and reducing 21 holdings. Its most notable exit was Kymera Therapeutics, an estimated $35.1M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.
Against the trend, Redmile Group added an estimated $9.02M to Cogent Biosciences.
- Redmile Group added most to Cogent Biosciences in Q3 2025, an estimated $9.02M increase.
- Redmile Group's biggest Q3 2025 reduction was Replimune Group, cutting an estimated $26.4M.
- Redmile Group fully exited Kymera Therapeutics in Q3 2025, selling an estimated $35.1M.
- Redmile Group's ten largest holdings make up 69% of its $1.03B portfolio in Q3 2025.
- Redmile Group opened 0 new positions and closed 8 in Q3 2025.
- Redmile Group's portfolio value rose 9.4% quarter-over-quarter to $1.03B.
Based on Redmile Group's 13F filing for Q3 2025, filed 14 Nov 2025.