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Redmile Group, LLC

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13F filer, CIK 1425738, LARKSPUR, CA

Redmile Group, LLC reported $939,575,089 across 48 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 62.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-078608

Period
2025-06-30
Reported value
$940M
Holdings
48
Top 10 weight
62.65%
New
2
Sold out
10

Part of the filer group Redmile Group, LLC

  • Jeremy C. Green
  • Redmile Biopharma Investments II, L.P.
How groups are built

Stakes and trades reported after 2025-06-30

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

  • ELECTRA THERAPEUTICS INC: 13G 5,462,881 shares, 8.7% of the class, 13G filed 2026-09-28, 0001104659-26-111478
    Accepted , ingested

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HNGEnew+300,000$15.5M
RAPTnew+630,686$5.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FOLDreduced-8,344,671-$47.8M
SRRKreduced-469,242-$16.6M
COGTreduced-1,767,986-$12.7M
BSXreduced-107,982-$11.6M
KRYSreduced-74,204-$10.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001104659-25-078608, largest first. % of portfolio is the value over $939,575,089, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238,837 shares; 2024Q4: 4,549,881 shares; 2025Q1: 4,398,281 shares; 2025Q2: 3,929,039 shares 3,929,039$139M14.81%-469,242Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,245 shares; 2024Q4: 753,175 shares; 2025Q1: 737,675 shares; 2025Q2: 663,471 shares 663,471$91.2M9.71%-74,204Timeline
ZYMEZYMEWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101,911 shares; 2024Q4: 4,840,463 shares; 2025Q1: 4,788,945 shares; 2025Q2: 4,150,627 shares 4,150,627$52.1M5.54%-638,318Timeline
STOKSTOKE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713,509 shares; 2024Q4: 4,593,629 shares; 2025Q1: 4,485,981 shares; 2025Q2: 4,375,931 shares 4,375,931$49.7M5.29%-110,050Timeline
IMNMIMMUNOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889,554 shares; 2024Q4: 4,828,026 shares; 2025Q1: 5,361,187 shares; 2025Q2: 4,872,225 shares 4,872,225$45.3M4.82%-488,962Timeline
REPLREPLIMUNE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,781,183 shares; 2024Q4: 4,905,527 shares; 2025Q1: 4,898,527 shares; 2025Q2: 4,664,791 shares 4,664,791$43.3M4.61%-233,736Timeline
NRIXNURIX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280,981 shares; 2024Q4: 4,192,627 shares; 2025Q1: 4,051,927 shares; 2025Q2: 3,732,888 shares 3,732,888$42.5M4.53%-319,039Timeline
LIVNLIVANOVA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,039 shares; 2024Q4: 1,043,539 shares; 2025Q1: 1,014,139 shares; 2025Q2: 934,271 shares 934,271$42.1M4.48%-79,868Timeline
ADCTADC THERAPEUTICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,669,217 shares; 2024Q4: 15,666,731 shares; 2025Q1: 15,666,731 shares; 2025Q2: 15,666,731 shares 15,666,731$42M4.47%0Timeline
AKROAKERO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387,479 shares; 2024Q4: 1,235,209 shares; 2025Q1: 939,277 shares; 2025Q2: 774,311 shares 774,311$41.3M4.4%-164,966Timeline
RGNXREGENXBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892,902 shares; 2024Q4: 4,794,780 shares; 2025Q1: 4,794,780 shares; 2025Q2: 4,775,717 shares 4,775,717$39.2M4.17%-19,063Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393,256 shares; 2024Q4: 1,100,432 shares; 2025Q1: 983,413 shares; 2025Q2: 803,289 shares 803,289$35.1M3.73%-180,124Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611,013 shares; 2024Q4: 1,528,567 shares; 2025Q1: 1,610,329 shares; 2025Q2: 1,423,411 shares 1,423,411$24.2M2.58%-186,918Timeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,253,316 shares; 2024Q4: 8,253,316 shares; 2025Q1: 8,253,316 shares; 2025Q2: 8,253,316 shares 8,253,316$21.2M2.26%0Timeline
NGNENEUROGENE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964,347 shares; 2024Q4: 1,319,763 shares; 2025Q1: 1,308,063 shares; 2025Q2: 1,276,676 shares 1,276,676$19.1M2.03%-31,387Timeline
HNGEHINGE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,000 shares 300,000$15.5M1.65%newTimeline
89BIO INC89BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569,850 shares; 2024Q4: 2,167,176 shares; 2025Q1: 1,886,444 shares; 2025Q2: 1,545,208 shares 1,545,208$15.2M1.61%-341,236
ANNXANNEXON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,427,462 shares; 2024Q4: 6,300,644 shares; 2025Q1: 6,300,644 shares; 2025Q2: 6,300,644 shares 6,300,644$15.1M1.61%0Timeline
FATEFATE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,169,057 shares; 2024Q4: 12,872,946 shares; 2025Q1: 12,872,946 shares; 2025Q2: 12,872,946 shares 12,872,946$14.4M1.53%0Timeline
SLNSILENCE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899,317 shares; 2024Q4: 2,399,317 shares; 2025Q1: 2,214,947 shares; 2025Q2: 2,164,777 shares 2,164,777$12.6M1.34%-50,170Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484,380 shares; 2024Q4: 3,554,836 shares; 2025Q1: 3,216,026 shares; 2025Q2: 1,448,040 shares 1,448,040$10.4M1.11%-1,767,986Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,219 shares; 2024Q4: 904,496 shares; 2025Q1: 867,454 shares; 2025Q2: 729,515 shares 729,515$10.3M1.1%-137,939Timeline
SLDBSOLID BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 615,246 shares; 2025Q1: 2,019,171 shares; 2025Q2: 1,915,926 shares 1,915,926$9.33M0.99%-103,245Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,873 shares; 2024Q4: 312,683 shares; 2025Q1: 193,283 shares; 2025Q2: 85,301 shares 85,301$9.16M0.98%-107,982Timeline
IDYAIDEAYA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,150 shares; 2024Q4: 619,300 shares; 2025Q1: 534,600 shares; 2025Q2: 432,494 shares 432,494$9.09M0.97%-102,106Timeline
VERVE THERAPEUTICS INCVERVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383,366 shares; 2024Q4: 1,318,164 shares; 2025Q1: 1,207,164 shares; 2025Q2: 740,261 shares 740,261$8.31M0.88%-466,903
CBLLCERIBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435,239 shares; 2025Q1: 435,239 shares; 2025Q2: 435,239 shares 435,239$8.15M0.87%0Timeline
KROSKEROS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,506 shares; 2024Q4: 552,506 shares; 2025Q1: 552,506 shares; 2025Q2: 552,506 shares 552,506$7.38M0.79%0Timeline
CLDXCELLDEX THERAPEUTICS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,175 shares; 2024Q4: 615,775 shares; 2025Q1: 590,175 shares; 2025Q2: 343,026 shares 343,026$6.98M0.74%-247,149Timeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,246,592 shares; 2024Q4: 7,054,890 shares; 2025Q1: 9,533,669 shares; 2025Q2: 1,188,998 shares 1,188,998$6.81M0.73%-8,344,671Timeline
NUVBNUVATION BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031,009 shares; 2024Q4: 3,031,009 shares; 2025Q1: 3,031,009 shares; 2025Q2: 3,031,009 shares 3,031,009$5.91M0.63%0Timeline
ESTAESTABLISHMENT LABS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,803 shares; 2024Q4: 320,149 shares; 2025Q1: 335,366 shares; 2025Q2: 136,495 shares 136,495$5.83M0.62%-198,871Timeline
PRMEPRIME MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074,350 shares; 2024Q4: 2,074,350 shares; 2025Q1: 2,074,350 shares; 2025Q2: 2,074,350 shares 2,074,350$5.12M0.55%0Timeline
RAPTRAPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630,686 shares 630,686$5.05M0.54%newTimeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,847 shares; 2024Q4: 25,743 shares; 2025Q1: 22,843 shares; 2025Q2: 18,818 shares 18,818$4.83M0.51%-4,025Timeline
STTKSHATTUCK LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,615,489 shares; 2024Q4: 5,539,724 shares; 2025Q1: 5,539,724 shares; 2025Q2: 5,539,724 shares 5,539,724$4.39M0.47%0Timeline
ATRAATARA BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,270 shares; 2024Q4: 441,701 shares; 2025Q1: 441,701 shares; 2025Q2: 441,701 shares 441,701$3.41M0.36%0Timeline
IGM BIOSCIENCES INCIGM BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072,478 shares; 2024Q4: 2,952,131 shares; 2025Q1: 2,952,131 shares; 2025Q2: 2,952,131 shares 2,952,131$3.31M0.35%0
LAVA THERAPEUTICS NVLAVA THERAPEUTICS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074,372 shares; 2024Q4: 2,074,372 shares; 2025Q1: 2,074,372 shares; 2025Q2: 2,074,372 shares 2,074,372$2.74M0.29%0
VTYXVENTYX BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107,215 shares; 2024Q4: 124,178 shares; 2025Q1: 1,569,793 shares; 2025Q2: 1,114,529 shares 1,114,529$2.39M0.25%-455,264Timeline
REPARE THERAPEUTICS INCREPARE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942,555 shares; 2024Q4: 1,916,089 shares; 2025Q1: 1,884,389 shares; 2025Q2: 1,586,174 shares 1,586,174$2.2M0.23%-298,215
XERSXERIS BIOPHARMA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,587 shares; 2024Q4: 451,099 shares; 2025Q1: 451,099 shares; 2025Q2: 451,099 shares 451,099$2.11M0.22%0Timeline
PLRXPLIANT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197,491 shares; 2024Q4: 2,895,478 shares; 2025Q1: 2,053,559 shares; 2025Q2: 1,632,577 shares 1,632,577$1.89M0.2%-420,982Timeline
IVVDINVIVYD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065,714 shares; 2024Q4: 3,012,254 shares; 2025Q1: 2,285,320 shares; 2025Q2: 2,285,320 shares 2,285,320$1.63M0.17%0Timeline
ALXOALX ONCOLOGY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836,576 shares; 2024Q4: 3,689,611 shares; 2025Q1: 3,640,834 shares; 2025Q2: 3,391,455 shares 3,391,455$1.41M0.15%-249,379Timeline
BOLDBOUNDLESS BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,548 shares; 2024Q4: 740,204 shares; 2025Q1: 725,204 shares; 2025Q2: 589,034 shares 589,034$595K0.06%-136,170Timeline
FDMT4D MOLECULAR THERAPEUTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262,090 shares; 2024Q4: 1,196,910 shares; 2025Q1: 997,235 shares; 2025Q2: 112,168 shares 112,168$416K0.04%-885,067Timeline
KLRSKALARIS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,955 shares; 2025Q2: 82,955 shares 82,955$221K0.02%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IMVTIMMUNOVANT INC490,394$8.38Mshares
RAPT THERAPEUTICS INCRAPT THERAPEUTICS INC6,475,317$7.9Mshares
PODDINSULET CORP27,109$7.12Mshares
BNTXBIONTECH SE73,071$6.65Mshares
IRTCIRHYTHM HOLDINGS INC56,844$5.95Mshares
MASIMASIMO CORP26,062$4.34Mshares
ORKAORUKA THERAPEUTICS INC386,963$3.97Mshares
CYTKCYTOKINETICS INC82,098$3.3Mshares
ASTRIA THERAPEUTICS INCASTRIA THERAPEUTICS INC269,078$1.44Mshares
ALLAKOS INCALLAKOS INC856,615$195Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-078608 base2025-08-14acceptance time not in the bulk data set