Redmile Group, LLC Portfolio Holdings

Redmile Group, LLC

  • $952 Million
  • Q1 2025

Redmile Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $952 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Scholar Rock Holding Corp with a value of $141M, Krystal Biotech, Inc. with a value of $133M, Amicus Therapeutics, Inc. with a value of $77.8M, Nurix Therapeutics, Inc. with a value of $48.1M, and Replimune Group, Inc. with a value of $47.8M.

Examining the 13F form we can see an decrease of $327M in the current position value, from $1.28B to 952M.

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 $952 Million
Healthcare: $948 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.83B
$141 Million 14.86% of portfolio
4,398,281
Q1 2025 Reduced 3.33%
$3.49B
$133 Million 13.97% of portfolio
737,675
Q1 2025 Reduced 2.06%
$1.69B
$77.8 Million 8.17% of portfolio
9,533,669
Q1 2025 Added 35.14%
$589M
$48.1 Million 5.06% of portfolio
4,051,927
Q1 2025 Reduced 3.36%
$481M
$47.8 Million 5.02% of portfolio
4,898,527
Q1 2025 Reduced 0.14%
$2.48B
$39.8 Million 4.18% of portfolio
1,014,139
Q1 2025 Reduced 2.82%
$2.54B
$38 Million 3.99% of portfolio
939,277
Q1 2025 Reduced 23.96%
$112M
$36.1 Million 3.79% of portfolio
5,361,187
Q1 2025 Added 11.04%
$361M
$34.3 Million 3.6% of portfolio
4,794,780
Q4 2024 Reduced 2.01%
$1.27B
$31.4 Million 3.3% of portfolio
1,610,329
Q1 2025 Added 5.35%
$429M
$29.8 Million 3.13% of portfolio
4,485,981
Q1 2025 Reduced 2.34%
$2.61B
$26.9 Million 2.83% of portfolio
983,413
Q1 2025 Reduced 10.63%
$267M
$22.1 Million 2.32% of portfolio
15,666,731
Q4 2024 Reduced 0.02%
$271M
$20.7 Million 2.18% of portfolio
8,253,316
Q1 2024 Added 2.77%
$142B
$19.5 Million 2.05% of portfolio
193,283
Q1 2025 Reduced 38.19%
$402M
$19.3 Million 2.02% of portfolio
3,216,026
Q1 2025 Reduced 9.53%
$923M
$13.7 Million 1.44% of portfolio
335,366
Q1 2025 Added 4.75%
$3.55B
$13.5 Million 1.42% of portfolio
490,394
Q1 2025 Reduced 14.24%
$130M
$12.2 Million 1.28% of portfolio
6,300,644
Q4 2024 Reduced 1.97%
$913M
$10.7 Million 1.13% of portfolio
590,175
Q1 2025 Reduced 4.16%
$147M
$10.2 Million 1.07% of portfolio
12,872,946
Q4 2024 Reduced 2.25%
$1.01B
$8.76 Million 0.92% of portfolio
534,600
Q1 2025 Reduced 13.68%
$30.2M
$7.9 Million 0.83% of portfolio
6,475,317
Q4 2024 Added 1,183.43%
$505M
$7.56 Million 0.79% of portfolio
2,285,320
Q1 2025 Reduced 24.13%
$20.7B
$7.12 Million 0.75% of portfolio
27,109
Q1 2025 Added 183.6%
$25.9B
$6.65 Million 0.7% of portfolio
73,071
Q1 2025 Reduced 12.46%
$198M
$6.25 Million 0.66% of portfolio
2,214,947
Q1 2025 Reduced 7.68%
$9.69B
$6.11 Million 0.64% of portfolio
22,843
Q1 2025 Reduced 11.27%
$4.43B
$5.95 Million 0.63% of portfolio
56,844
Q1 2025 New
$389M
$5.63 Million 0.59% of portfolio
552,506
Q1 2024 New
$343M
$5.52 Million 0.58% of portfolio
1,207,164
Q1 2025 Reduced 8.42%
$539M
$5.33 Million 0.56% of portfolio
3,031,009
Q3 2022 Reduced 12.69%
$48.3M
$5.26 Million 0.55% of portfolio
5,539,724
Q4 2024 Reduced 1.35%
$8.83B
$4.34 Million 0.46% of portfolio
26,062
Q1 2025 New
$113M
$4.13 Million 0.43% of portfolio
2,074,350
Q1 2024 Added 56.63%
$35.9M
$3.39 Million 0.36% of portfolio
2,952,131
Q4 2024 Reduced 3.92%
$3.12B
$3.3 Million 0.35% of portfolio
82,098
Q1 2025 Reduced 11.34%
$135M
$3.22 Million 0.34% of portfolio
997,235
Q1 2025 Reduced 16.68%
$79.8M
$2.77 Million 0.29% of portfolio
2,053,559
Q1 2025 Reduced 29.08%
$33.3M
$2.63 Million 0.28% of portfolio
2,074,372
Q1 2023 Reduced 26.34%
$617M
$2.48 Million 0.26% of portfolio
451,099
Q4 2024 Reduced 56.9%
$22M
$2.26 Million 0.24% of portfolio
3,640,834
Q1 2025 Reduced 1.32%
$62.5M
$1.87 Million 0.2% of portfolio
1,884,389
Q1 2025 Reduced 1.65%
$127M
$1.81 Million 0.19% of portfolio
1,569,793
Q1 2025 Added 1,164.15%
$75.1M
$1.44 Million 0.15% of portfolio
269,078
Q1 2025 Reduced 22.29%
$28M
$197,000 0.02% of portfolio
856,615
Q1 2025 Reduced 71.59%
Solid Biosciences Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 228.19%
Atara Biotherapeutics Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.34%
Biohaven LTD
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.1%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $952 Million
  • Prior Value $1.28 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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