Redmile Group, LLC Portfolio Holdings

Redmile Group, LLC

  • $908 Million
  • Q3 2025

Redmile Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $908 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Scholar Rock Holding Corp with a value of $146M, Krystal Biotech, Inc. with a value of $117M, Stoke Therapeutics, Inc. with a value of $98.1M, Adc Therapeutics Sa with a value of $62.7M, and Immunome Inc. with a value of $58.2M.

Examining the 13F form we can see an increase of $86.3M in the current position value, from $822M to 908M.

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 $908 Million
Healthcare: $908 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.95B
$146 Million 16.06% of portfolio
3,904,456
Q3 2025 Reduced 0.63%
$5.29B
$117 Million 12.86% of portfolio
661,388
Q3 2025 Reduced 0.31%
$1.05B
$98.1 Million 10.81% of portfolio
4,175,542
Q3 2025 Reduced 4.58%
$307M
$62.7 Million 6.9% of portfolio
15,666,731
Q4 2024 Reduced 0.02%
$208M
$58.2 Million 6.41% of portfolio
5,023,385
Q3 2025 Added 3.1%
$2.96B
$48.5 Million 5.35% of portfolio
926,799
Q3 2025 Reduced 0.8%
$498M
$45.3 Million 4.99% of portfolio
4,693,389
Q3 2025 Reduced 1.72%
$2.52B
$35.5 Million 3.91% of portfolio
747,818
Q3 2025 Reduced 3.42%
$603M
$34 Million 3.74% of portfolio
3,678,394
Q3 2025 Reduced 1.46%
$1.55B
$33.7 Million 3.71% of portfolio
1,387,559
Q3 2025 Reduced 2.52%
$2.21B
$31.7 Million 3.49% of portfolio
2,209,118
Q3 2025 Added 52.56%
$266M
$25.1 Million 2.76% of portfolio
8,253,316
Q1 2024 Added 2.77%
$690M
$21.6 Million 2.38% of portfolio
1,473,136
Q3 2025 Reduced 4.66%
$1.54B
$20.2 Million 2.22% of portfolio
742,017
Q3 2025 Added 71.57%
$136M
$18.8 Million 2.07% of portfolio
6,300,644
Q4 2024 Reduced 1.97%
$93.1M
$16.2 Million 1.79% of portfolio
12,872,946
Q4 2024 Reduced 2.25%
$1.06B
$11.2 Million 1.24% of portfolio
3,031,009
Q3 2022 Reduced 12.69%
$247M
$11.2 Million 1.24% of portfolio
2,164,777
Q2 2025 Reduced 2.27%
$445M
$8.74 Million 0.96% of portfolio
552,506
Q1 2024 New
$1.2B
$8.46 Million 0.93% of portfolio
327,008
Q3 2025 Reduced 4.67%
$505M
$7.56 Million 0.83% of portfolio
2,285,320
Q1 2025 Reduced 24.13%
$2.66B
$6.12 Million 0.67% of portfolio
777,178
Q3 2025 Reduced 34.64%
$52.2M
$6.1 Million 0.67% of portfolio
3,332,983
Q3 2025 Reduced 1.72%
$1.55B
$5.3 Million 0.58% of portfolio
129,364
Q3 2025 Reduced 5.22%
$986M
$3.65 Million 0.4% of portfolio
451,099
Q4 2024 Reduced 56.9%
$523M
$3.34 Million 0.37% of portfolio
1,073,386
Q3 2025 Reduced 3.69%
$42.8M
$3.24 Million 0.36% of portfolio
2,074,372
Q1 2023 Reduced 26.34%
$69.2M
$2.79 Million 0.31% of portfolio
1,586,174
Q2 2025 Reduced 15.83%
$84.2M
$2.36 Million 0.26% of portfolio
1,591,695
Q3 2025 Reduced 2.5%
$443M
$2.25 Million 0.25% of portfolio
535,818
Q3 2025 Reduced 88.51%
$323M
$482,000 0.05% of portfolio
87,118
Q3 2025 Reduced 95.8%
Rapt Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 12.38%
Ceribell Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Kalaris Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Boundless Bio Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 58.33%
Solid Biosciences Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.87%
Neurogene Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.75%
Atara Biotherapeutics Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.34%
Zymeworks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 10.72%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $908 Million
  • Prior Value $822 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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