Redmile Group, LLC
Annual return '25
+9.3%
SPY '25
+17.7%
Alpha
-8.4ptsvs SPY
Invested
$1.5B
Holdings
35
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SRRK
SCHOLAR ROCK HLDG CORP
Q4 2025: Exited (was 3.90M shares)
29.5%
02
$KRYS
KRYSTAL BIOTECH INC
Q4 2025: Exited (was 661.4k shares)
11.5%
03
$STOK
STOKE THERAPEUTICS INC
Q4 2025: Exited (was 4.18M shares)
9.0%
04
$IMNM
IMMUNOME INC
Q4 2025: Exited (was 5.02M shares)
8.1%
05
$NRIX
NURIX THERAPEUTICS INC
Q4 2025: Exited (was 3.68M shares)
7.9%
06
$ANNX
ANNEXON INC
Q4 2025: Exited (was 6.30M shares)
5.3%
07
$ADCT
ADC THERAPEUTICS SA
Q4 2025: Exited (was 15.67M shares)
3.8%
08
$RGNX
REGENXBIO INC
Q4 2025: Exited (was 4.69M shares)
2.4%
09
$STTK
SHATTUCK LABS INC
Q4 2025: Exited (was 5.54M shares)
2.4%
10
$BEAM
BEAM THERAPEUTICS INC
Q4 2025: Exited (was 1.39M shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.