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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.2M
$4.38 Million 0.53% of portfolio
5,539,724
Q4 2024 Reduced 1.35%
$37.7M
$3.31 Million 0.4% of portfolio
2,952,131
Q4 2024 Reduced 3.92%
$39.5M
$2.74 Million 0.33% of portfolio
2,074,372
Q1 2023 Reduced 26.34%
$25.3M
$1.42 Million 0.17% of portfolio
3,391,455
Q2 2025 Reduced 6.85%

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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