Redmile Group, LLC
CIK 1425738 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- SRRK15.92%
- KRYS15.77%
- STOK8.67%
- IMNM6.99%
- NRIX6.64%
- ABSI5.24%
- ANNX4.55%
- RGNX3.51%
- STTK3.21%
- NGNE2.98%
Share classes counted separately73.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SRRKWeight decreased · -13.59 pp29.51% → 15.92%Shares -4.76M (-52.45%)
- KRYSWeight increased · +4.25 pp11.52% → 15.77%Shares -41.50K (-6.16%)
- ABSIWeight increased · +3.60 pp1.64% → 5.24%Shares -1.51M (-18.34%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SRRKSCHOLAR ROCK HOLDING CORP View history and evidence | $237.11M | 15.92% | 4.31M shares | 29.51% → 15.92%-13.59 pp -4.76M (-52.45%) | Reduced | ↗▾ |
| 02 | KRYSKRYSTAL BIOTECH INC View history and evidence | $234.90M | 15.77% | 632.00K shares | 11.52% → 15.77%+4.25 pp -41.50K (-6.16%) | Reduced | ↗▾ |
| 03 | STOKSTOKE THERAPEUTICS INC View history and evidence | $129.11M | 8.67% | 3.95M shares | 8.98% → 8.67%-0.31 pp -218.20K (-5.24%) | Reduced | ↗▾ |
| 04 | IMNMIMMUNOME INC View history and evidence | $104.08M | 6.99% | 4.91M shares | 8.05% → 6.99%-1.06 pp -647.29K (-11.64%) | Reduced | ↗▾ |
| 05 | NRIXNURIX THERAPEUTICS INC View history and evidence | $98.83M | 6.64% | 4.07M shares | 7.94% → 6.64%-1.30 pp -3.66M (-47.32%) | Reduced | ↗▾ |
| 06 | ABSIABSCI CORP View history and evidence | $78.11M | 5.24% | 6.74M shares | 1.64% → 5.24%+3.60 pp -1.51M (-18.34%) | Reduced | ↗▾ |
| 07 | ANNXANNEXON INC View history and evidence | $67.78M | 4.55% | 11.87M shares | 5.34% → 4.55%-0.79 pp -2.68M (-18.42%) | Reduced | ↗▾ |
| 08 | RGNXREGENXBIO INC View history and evidence | $52.34M | 3.51% | 4.37M shares | 2.42% → 3.51%+1.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | STTKSHATTUCK LABS INC View history and evidence | $47.83M | 3.21% | 6.89M shares | 2.36% → 3.21%+0.85 pp +1.35M (+24.41%) | Added | ↗▾ |
| 10 | NGNENEUROGENE INC View history and evidence | $44.41M | 2.98% | 1.41M shares | 1.95% → 2.98%+1.03 pp -47.40K (-3.25%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1425738 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1489508540
}Research all 39 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.