Redmile Group, LLC Portfolio Holdings

Redmile Group, LLC

  • $822 Million
  • Q2 2025

Redmile Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $822 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Scholar Rock Holding Corp with a value of $139M, Krystal Biotech, Inc. with a value of $91.2M, Stoke Therapeutics, Inc. with a value of $49.7M, Immunome Inc. with a value of $45.3M, and Replimune Group, Inc. with a value of $43.3M.

Examining the 13F form we can see an decrease of $130M in the current position value, from $952M to 822M.

Redmile Group, LLC is based out at San Francisco, CA

Below you can find more details about Redmile Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $822 Million
Healthcare: $817 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.45B
$139 Million 16.94% of portfolio
3,929,039
Q2 2025 Reduced 10.67%
$5.03B
$91.2 Million 11.1% of portfolio
663,471
Q2 2025 Reduced 10.06%
$1.37B
$49.7 Million 6.04% of portfolio
4,375,931
Q2 2025 Reduced 2.45%
$203M
$45.3 Million 5.51% of portfolio
4,872,225
Q2 2025 Reduced 9.12%
$441M
$43.3 Million 5.27% of portfolio
4,664,791
Q2 2025 Reduced 4.77%
$490M
$42.5 Million 5.17% of portfolio
3,732,888
Q2 2025 Reduced 7.87%
$2.9B
$42.1 Million 5.12% of portfolio
934,271
Q2 2025 Reduced 7.88%
$333M
$42 Million 5.11% of portfolio
15,666,731
Q4 2024 Reduced 0.02%
$2.5B
$41.3 Million 5.03% of portfolio
774,311
Q2 2025 Reduced 17.56%
$546M
$39.2 Million 4.77% of portfolio
4,775,717
Q2 2025 Reduced 0.4%
$3.31B
$35.1 Million 4.27% of portfolio
803,289
Q2 2025 Reduced 18.32%
$2.1B
$24.2 Million 2.95% of portfolio
1,423,411
Q2 2025 Reduced 11.61%
$430M
$21.2 Million 2.58% of portfolio
8,253,316
Q1 2024 Added 2.77%
$688M
$15.2 Million 1.85% of portfolio
1,545,208
Q2 2025 Reduced 18.09%
$150M
$15.1 Million 1.84% of portfolio
6,300,644
Q4 2024 Reduced 1.97%
$149M
$14.4 Million 1.75% of portfolio
12,872,946
Q4 2024 Reduced 2.25%
$1.09B
$10.4 Million 1.27% of portfolio
1,448,040
Q2 2025 Reduced 54.97%
$143B
$9.16 Million 1.11% of portfolio
85,301
Q2 2025 Reduced 55.87%
$1.47B
$9.09 Million 1.11% of portfolio
432,494
Q2 2025 Reduced 19.1%
$667M
$8.31 Million 1.01% of portfolio
740,261
Q2 2025 Reduced 38.68%
$505M
$7.56 Million 0.92% of portfolio
2,285,320
Q1 2025 Reduced 24.13%
$391M
$7.38 Million 0.9% of portfolio
552,506
Q1 2024 New
$1.29B
$6.98 Million 0.85% of portfolio
343,026
Q2 2025 Reduced 41.88%
$2.37B
$6.81 Million 0.83% of portfolio
1,188,998
Q2 2025 Reduced 87.53%
$804M
$5.91 Million 0.72% of portfolio
3,031,009
Q3 2022 Reduced 12.69%
$1.2B
$5.83 Million 0.71% of portfolio
136,495
Q2 2025 Reduced 59.3%
$616M
$5.12 Million 0.62% of portfolio
2,074,350
Q1 2024 Added 56.63%
$9.43B
$4.83 Million 0.59% of portfolio
18,818
Q2 2025 Reduced 17.62%
$83.9M
$4.38 Million 0.53% of portfolio
5,539,724
Q4 2024 Reduced 1.35%
$36.8M
$3.31 Million 0.4% of portfolio
2,952,131
Q4 2024 Reduced 3.92%
$37.9M
$2.74 Million 0.33% of portfolio
2,074,372
Q1 2023 Reduced 26.34%
$210M
$2.39 Million 0.29% of portfolio
1,114,529
Q2 2025 Reduced 29.0%
$78.8M
$2.2 Million 0.27% of portfolio
1,586,174
Q2 2025 Reduced 15.83%
$1.26B
$2.11 Million 0.26% of portfolio
451,099
Q4 2024 Reduced 56.9%
$89.6M
$1.89 Million 0.23% of portfolio
1,632,577
Q2 2025 Reduced 20.5%
$66.8M
$1.42 Million 0.17% of portfolio
3,391,455
Q2 2025 Reduced 6.85%
$358M
$416,000 0.05% of portfolio
112,168
Q2 2025 Reduced 88.75%
Hinge Health Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Atara Biotherapeutics Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.34%
Biohaven LTD
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 15.9%
Boundless Bio Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 18.78%
Ceribell Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Solid Biosciences Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 5.11%
Rapt Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Kalaris Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Neurogene Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.4%
Zymeworks Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 13.33%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $822 Million
  • Prior Value $952 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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