13F-HR filed by Redmile Group, LLC
Redmile Group, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 56 holding rows worth $1,057,997,904.
- Accession
- 0001104659-25-049578
- Filer
- CIK 1425738
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 56 entries on the cover page, a total value of $1,057,997,904 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,057,997,904 with VALUE read as dollars as filed, 13F file number 028-12776. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 4,398,281 | $141,404,734 | dollars as filed | |
| KRYSTAL BIOTECH INC COM | 501147102 | Stock | 737,675 | $133,002,803 | dollars as filed | |
| AMICUS THERAPEUTICS INC | 03152W109 | COM | 9,533,669 | $77,794,739 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 4,788,945 | $57,036,335 | dollars as filed | |
| NURIX THERAPEUTICS INC | 67080M103 | COMMON STOCK | 4,051,927 | $48,136,893 | dollars as filed | |
| REPLIMUNE GROUP INC | 76029N106 | COMMON STOCK | 4,898,527 | $47,760,638 | dollars as filed | |
| LIVANOVA PLC | G5509L101 | SHS | 1,014,139 | $39,835,380 | dollars as filed | |
| AKERO THERAPEUTICS INC | 00973Y108 | COM | 939,277 | $38,021,933 | dollars as filed | |
| IMMUNOME INC | 45257U108 | COM | 5,361,187 | $36,080,789 | dollars as filed | |
| REGENXBIO INC | 75901B107 | COM | 4,794,780 | $34,282,677 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 1,610,329 | $31,449,725 | dollars as filed | |
| STOKE THERAPEUTICS INC | 86150R107 | COM | 4,485,981 | $29,831,774 | dollars as filed | |
| KYMERA THERAPEUTICS INC | 501575104 | COM | 983,413 | $26,916,014 | dollars as filed | |
| ADC THERAPEUTICS SA | H0036K147 | COMMON STOCK | 15,666,731 | $22,090,091 | dollars as filed | |
| BIOHAVEN LTD | G1110E107 | COM | 867,454 | $20,853,594 | dollars as filed | |
| ABSCI CORPORATION | 00091E109 | COM | 8,253,316 | $20,715,823 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 193,283 | $19,498,389 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 3,216,026 | $19,263,996 | dollars as filed | |
| NEUROGENE INC | 64135M105 | COMMON STOCK | 1,308,063 | $15,317,418 | dollars as filed | |
| 89BIO INC | 282559103 | COM | 1,886,444 | $13,714,448 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 335,366 | $13,684,610 | dollars as filed | |
| ANNEXON INC | 03589W102 | COM | 6,300,644 | $12,160,243 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 590,175 | $10,711,676 | dollars as filed | |
| FATE THERAPEUTICS INC | 31189P102 | COM | 12,872,946 | $10,170,915 | dollars as filed | |
| IDEAYA BIOSCIENCES INC COM | 45166A102 | Stock | 534,600 | $8,756,748 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 490,394 | $8,380,833 | dollars as filed | |
| CERIBELL INC | 15678C102 | COMMON STOCK | 435,239 | $8,360,941 | dollars as filed | |
| RAPT THERAPEUTICS INC | 75382E109 | COM | 6,475,317 | $7,899,887 | dollars as filed | |
| SOLID BIOSCIENCES INC | 83422E204 | COMMON STOCK | 2,019,171 | $7,470,933 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 27,109 | $7,119,094 | dollars as filed | |
| BIONTECH SE SPONSORED ADS | 09075V102 | ADR | 73,071 | $6,653,845 | dollars as filed | |
| SILENCE THERAPEUTICS PLC | 82686Q101 | ADS | 2,214,947 | $6,246,151 | dollars as filed | |
| PENUMBRA INC COM | 70975L107 | Stock | 22,843 | $6,108,447 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 56,844 | $5,950,430 | dollars as filed | |
| KEROS THERAPEUTICS INC COM | 492327101 | Stock | 552,506 | $5,630,036 | dollars as filed | |
| VERVE THERAPEUTICS INC | 92539P101 | COM | 1,207,164 | $5,516,739 | dollars as filed | |
| NUVATION BIO INC COM CL A | 67080N101 | Stock | 3,031,009 | $5,334,576 | dollars as filed | |
| SHATTUCK LABS INC | 82024L103 | COMMON STOCK | 5,539,724 | $5,263,292 | dollars as filed | |
| MASIMO CORP COM | 574795100 | Stock | 26,062 | $4,341,929 | dollars as filed | |
| PRIME MEDICINE INC | 74168J101 | COM | 2,074,350 | $4,127,957 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 386,963 | $3,970,240 | dollars as filed | |
| IGM BIOSCIENCES INC | 449585108 | COM | 2,952,131 | $3,394,951 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 82,098 | $3,299,519 | dollars as filed | |
| 4D MOLECULAR THERAPEUTICS INC COM | 35104E100 | Stock | 997,235 | $3,221,069 | dollars as filed | |
| PLIANT THERAPEUTICS INC | 729139105 | COM | 2,053,559 | $2,772,305 | dollars as filed | |
| LAVA THERAPEUTICS NV | N51517105 | SHS | 2,074,372 | $2,634,452 | dollars as filed | |
| ATARA BIOTHERAPEUTICS INC | 046513206 | COM NEW | 441,701 | $2,623,704 | dollars as filed | |
| XERIS BIOPHARMA HOLDINGS INC | 98422E103 | COM | 451,099 | $2,476,534 | dollars as filed | |
| ALX ONCOLOGY HOLDINGS INC | 00166B105 | COMMON STOCK | 3,640,834 | $2,268,240 | dollars as filed | |
| REPARE THERAPEUTICS INC | 760273102 | COM | 1,884,389 | $1,857,819 | dollars as filed | |
| Ventyx Biosciences Inc | 92332V107 | Common Stock | 1,569,793 | $1,805,262 | dollars as filed | |
| ASTRIA THERAPEUTICS INC COM | 04635X102 | Stock | 269,078 | $1,436,877 | dollars as filed | |
| INVIVYD INC | 00534A102 | COMMON STOCK | 2,285,320 | $1,383,304 | dollars as filed | |
| BOUNDLESS BIO INC | 10170A100 | COM | 725,204 | $1,095,058 | dollars as filed | |
| KALARIS THERAPEUTICS INC | 482929106 | COM | 82,955 | $666,129 | dollars as filed | |
| ALLAKOS INC | 01671P100 | COM | 856,615 | $194,966 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-049578 | this filing | 2025-05-15 | acceptance time not in the bulk data set |