Redmile Group, LLC Portfolio Holdings

Redmile Group, LLC

  • $1.28 Billion
  • Q4 2024

Redmile Group, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.28 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Scholar Rock Holding Corp with a value of $197M, Krystal Biotech, Inc. with a value of $118M, Nurix Therapeutics, Inc. with a value of $79M, Amicus Therapeutics, Inc. with a value of $66.5M, and Replimune Group, Inc. with a value of $59.4M.

Examining the 13F form we can see an decrease of $251M in the current position value, from $1.53B to 1.28B.

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 $1.28 Billion
Healthcare: $1.27 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$151B
$27.9 Million 2.18% of portfolio
312,683
Q4 2024 Reduced 5.5%
$147B
$11 Million 0.86% of portfolio
30,676
Q4 2024 Reduced 6.31%
$29B
$9.51 Million 0.74% of portfolio
83,471
Q4 2024 Reduced 45.96%
$11.5B
$6.11 Million 0.48% of portfolio
25,743
Q4 2024 Added 85.91%
$19.5B
$2.5 Million 0.2% of portfolio
9,559
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $1.28 Billion
  • Prior Value $1.53 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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