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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
+19.66%
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
$940M
AUM Growth
-$118M
Cap. Flow
-$198M
Cap. Flow %
-21.11%
Top 10 Hldgs %
62.65%
Holding
57
New
1
Increased
–
Reduced
32
Closed
9
Avg Time Held
16.8 quarters
Top 10 Avg Time Held
3.5 quarters
Top 20 Avg Time Held
5.2 quarters

Top Buys

Rank Stock Value
1
HNGE icon
Hinge Health
HNGE
+$12.1M

Top Sells

Rank Stock Value
1
FOLD icon
Amicus Therapeutics
FOLD
+$53.9M
2
SRRK icon
Scholar Rock
SRRK
+$14.7M
3
BSX icon
Boston Scientific
BSX
+$10.9M
4
KRYS icon
Krystal Biotech
KRYS
+$10.9M
5
COGT icon
Cogent Biosciences
COGT
+$9.8M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SRRK icon
1
Scholar Rock
SRRK
$4.8B
$139M 14.81%
3,929,039
-469,242
-11% -$14.7M
2018 Q2
28 quarters
KRYS icon
2
Krystal Biotech
KRYS
$9.56B
$91.2M 9.71%
663,471
-74,204
-10% -$10.9M
2018 Q4
26 quarters
ZYME icon
3
Zymeworks
ZYME
$1.77B
$52.1M 5.54%
4,150,627
-638,318
-13% -$7.6M
2020 Q1
21 quarters
STOK icon
4
Stoke Therapeutics
STOK
$1.47B
$49.7M 5.29%
4,375,931
-110,050
-2% -$1.04M
2019 Q2
24 quarters
IMNM icon
5
Immunome
IMNM
$2.04B
$45.3M 4.82%
4,872,225
-488,962
-9% -$4.01M
2023 Q4
6 quarters
REPL icon
6
Replimune Group
REPL
$1.11B
$43.3M 4.61%
4,664,791
-233,736
-5% -$2.04M
2018 Q3
27 quarters
NRIX icon
7
Nurix Therapeutics
NRIX
$2.59B
$42.5M 4.53%
3,732,888
-319,039
-8% -$3.45M
2020 Q3
19 quarters
LIVN icon
8
LivaNova
LIVN
$4.17B
$42.1M 4.48%
934,271
-79,868
-8% -$3.3M
2021 Q1
17 quarters
ADCT icon
9
ADC Therapeutics
ADCT
$189M
$42M 4.47%
15,666,731
– –
2020 Q2
20 quarters
AKRO icon
10
DELISTED
Akero Therapeutics
AKRO
$41.3M 4.4%
774,311
-164,966
-18% -$7.5M
2019 Q2
24 quarters
RGNX icon
11
Regenxbio
RGNX
$459M
$39.2M 4.17%
4,775,717
-19,063
-0.4% -$160K
2017 Q1
33 quarters
KYMR icon
12
Kymera Therapeutics
KYMR
$8.85B
$35.1M 3.73%
803,289
-180,124
-18% -$6.2M
2020 Q3
19 quarters
BEAM icon
13
Beam Therapeutics
BEAM
$2.42B
$24.2M 2.58%
1,423,411
-186,918
-12% -$3.26M
2020 Q1
21 quarters
ABSI icon
14
Absci
ABSI
$1.53B
$21.2M 2.26%
8,253,316
– –
2021 Q3
15 quarters
NGNE icon
15
Neurogene
NGNE
$437M
$19.1M 2.03%
1,276,676
-31,387
-2% -$493K
2019 Q4
22 quarters
HNGE icon
16
Hinge Health
HNGE
$8.29B
$15.5M 1.65%
+300,000
New +$12.1M
2025 Q2
0 quarters
ETNB icon
17
DELISTED
89bio
ETNB
$15.2M 1.62%
1,545,208
-341,236
-18% -$2.83M
2023 Q1
9 quarters
ANNX icon
18
Annexon
ANNX
$711M
$15.1M 1.61%
6,300,644
– –
2020 Q3
19 quarters
FATE icon
19
Fate Therapeutics
FATE
$230M
$14.4M 1.53%
12,872,946
– –
2015 Q2
40 quarters
SLN icon
20
Silence Therapeutics
SLN
$553M
$12.6M 1.34%
2,164,777
-50,170
-2% -$215K
2024 Q1
5 quarters
COGT icon
21
Cogent Biosciences
COGT
$4.83B
$10.4M 1.11%
1,448,040
-1,767,986
-55% -$9.8M
2023 Q2
8 quarters
BHVN icon
22
Biohaven
BHVN
$1.64B
$10.3M 1.1%
729,515
-137,939
-16% -$2.46M
2023 Q3
7 quarters
SLDB icon
23
Solid Biosciences
SLDB
$592M
$9.33M 0.99%
1,915,926
-103,245
-5% -$365K
2024 Q4
2 quarters
BSX icon
24
Boston Scientific
BSX
$61.7B
$9.16M 0.98%
85,301
-107,982
-56% -$10.9M
2023 Q1
9 quarters
IDYA icon
25
IDEAYA Biosciences
IDYA
$3.29B
$9.09M 0.97%
432,494
-102,106
-19% -$1.96M
2023 Q4
6 quarters
1
2 3

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Redmile Group's Q2 2025 Portfolio in Review

As of Q2 2025, Redmile Group held 57 positions worth $940M, down 11% from $1.06B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Redmile Group withdrew a net $198M in Q2 2025, closing 9 positions and reducing 32 holdings. Its most notable exit was Immunovant, an estimated $8.38M 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 opened a new position in Hinge Health worth $15.5M.

  • Redmile Group's largest Q2 2025 buy was Hinge Health: 300,000 shares worth $15.5M.
  • Redmile Group's biggest Q2 2025 reduction was Amicus Therapeutics, cutting an estimated $53.9M.
  • Redmile Group fully exited Immunovant in Q2 2025, selling an estimated $8.38M.
  • Redmile Group's ten largest holdings make up 63% of its $940M portfolio in Q2 2025.
  • Redmile Group opened 1 new position and closed 9 in Q2 2025.
  • Redmile Group's portfolio value fell 11% quarter-over-quarter to $940M.

Based on Redmile Group's 13F filing for Q2 2025, filed 14 Aug 2025.