Redmile Group Portfolio
13F Holdings & Position Changes — Last filed Aug 14, 2026
13F Holdings & Position Changes — Last filed Aug 14, 2026
Healthcare crossover fund investing from late-stage private rounds through public equity. Redmile manages a diversified book across biotech, medtech, and healthcare services, with a reputation for backing management teams through multiple rounds of financing.
Redmile Group is a $6B biotech-focused hedge fund managed by Jeremy Green. As of their latest 13F filing (Q2 2026), the fund holds 39 positions worth $1.5B. This quarter they initiated 4 new positions and exited 58. Their largest holding is SRRK ($237.1M).
Redmile initiated 4 new positions and increased 5 this quarter. Portfolio shrank -1.4% to $1.5B. 271 upcoming catalysts across holdings.
Portfolio Value (13F)
$1.5B
Holdings
39
Top 10 Concentration
73.5%
QoQ Change
-1.4%
Turnover
2.8%
Portfolio Value Trend
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| # | Ticker | Company | Change | Value | % of Portfolio | SI % Float ? | Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding Corp. | Decreased | $237.1M | 15.92% | 18.7% | |
| 2 | KRYS | Krystal Biotech Inc. | Decreased↓2Q | $234.9M | 15.77% | 17.7% | |
| 3 | STOK | Stoke Therapeutics, Inc. | Decreased | $129.1M | 8.67% | 20.9% | |
| 4 | IMNM | Immunome Inc. | Decreased↓2Q | $104.1M | 6.99% | 17.9% | |
| 5 | NRIX | Nurix Therapeutics Inc. | Decreased↓2Q | $98.8M | 6.64% | 17.5% | |
| 6 | ABSI | Absci Corp. | Decreased | $78.1M | 5.24% | 25.6% | |
| 7 | ANNX | Annexon Biosciences Inc. | Decreased | $67.8M | 4.55% | 18.2% | |
| 8 | RGNX | Regenxbio Inc. | $52.3M | 3.51% | 13.9% | ||
| 9 | STTK | Shattuck Labs, Inc. | Increased | $47.8M | 3.21% | 1.6% | |
| 10 | NGNE | Neurogene Inc. | Decreased | $44.4M | 2.98% | 18.0% |
Share changes reflect active decisions. Value changes include price moves.
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Redmile Group held 39 biotech stocks in their 13F portfolio this quarter. Their top positions include SRRK, KRYS, STOK, IMNM, NRIX. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
Redmile Group's tracked biotech portfolio is worth $1.5B across 39 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.
Redmile Group initiated 4 new positions this quarter, including CLYM, AURA, ODTX, INSM. They also increased 5 existing positions.
Redmile Group fully exited 58 positions this quarter, including MASI, KROS, BHVN, ELV, ICLR and 53 more. They also trimmed 23 existing positions.
Healthcare crossover fund investing from late-stage private rounds through public equity. Redmile manages a diversified book across biotech, medtech, and healthcare services, with a reputation for backing management teams through multiple rounds of financing.
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