Redmile Group, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Redmile Group, LLC

CIK Number: 0001425738

939.58M
Market Value
53
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SRRK Scholar Rock Ho...
34.49
+2.28% 4.4M -3.33% 141.4M 12.8 13.37% Share
2 KRYS Krystal Biotech...
161.15
-0.52% 737.67K -2.06% 133M 66.33 12.57% Share
3 FOLD Amicus Therapeu...
8.32
-0.36% 9.53M +35.14% 77.79M 10.46 7.35% Share
4 ZYME Zymeworks Inc.
16.16
-0.86% 4.79M -1.06% 57.04M 7.92 5.39% Share
5 NRIX Nurix Therapeut...
8.33
-4.25% 4.05M -3.36% 48.14M 25.84 4.55% Share
6 REPL Replimune Group...
4.05
-2.64% 4.9M -0.14% 47.76M 17.76 4.51% Share
7 LIVN LivaNova PLC
52.28
-1.78% 1.01M -2.82% 39.84M 69.09 3.77% Share
8 AKRO Akero Therapeut...
46.22
-2.61% 939.28K -23.96% 38.02M 32.9 3.59% Share
9 IMNM Immunome, Inc.
10.15
-9.33% 5.36M +11.04% 36.08M 12.43 3.41% Share
10 RGNX REGENXBIO Inc.
9.36
-1.89% 4.79M 0.00% 34.28M 22.57 3.24% Share
11 BEAM Beam Therapeuti...
23.09
-2.12% 1.61M +5.35% 31.45M 26.96 2.97% Share
12 STOK Stoke Therapeut...
22.95
+0.44% 4.49M -2.34% 29.83M 11.49 2.82% Share
13 KYMR Kymera Therapeu...
53.73
+2.35% 983.41K -10.63% 26.92M 33.64 2.54% Share
14 ADCT ADC Therapeutic...
3.46
-2.81% 15.67M 0.00% 22.09M 21.02 2.09% Share
15 BHVN Biohaven Ltd.
13.82
+0.58% 867.45K -4.1% 20.85M 36.77 1.97% Share
16 ABSI Absci Corporati...
2.65
+6.43% 8.25M 0.00% 20.72M 11.47 1.96% Share
17 BSX Boston Scientif...
98.14
+0.08% 193.28K -38.19% 19.5M 52.55 1.84% Share
18 COGT Cogent Bioscien...
13.29
+0.30% 3.22M -9.53% 19.26M 9.19 1.82% Share
19 NGNE Neurogene Inc.
17.41
+0.90% 1.31M -0.89% 15.32M 21.52 1.45% Share
20 ETNB 89bio, Inc.
14.70
+0.03% 1.89M -12.95% 13.71M 11.19 1.30% Share
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