Redmile Group ADCT Position
Active4-Fund ConvergenceRedmile Group held their position in ADC Therapeutics SA (ADCT) in Q4 2025, holding $55.3M worth of shares across 15,666,731 shares.
The position was first reported in Q1 2023 and has been tracked across 12 quarterly 13F filings.
ADCT is a convergence signal: 4 specialist biotech funds hold this stock, suggesting high institutional conviction.
There is an upcoming Phase 2 readout for Loncastuximab Tesirine in 15 days (May 1, 2026), making the timing of Redmile's position particularly relevant.
About ADC Therapeutics SA
ADC Therapeutics SA, a commercial-stage biotechnology company, develops antibody drug conjugates (ADC) for patients suffering from hematological malignancies and solid tumors. Its flagship product ZYNLONTA that is in Phase II clinical trial for the treatment of relapsed or refractory diffuse large B-cell lymphoma (DLBCL) and follicular lymphoma; Phase III clinical trial in combination with rituximab to treat relapsed or refractory DLBCL in second-line transplant-ineligible patients; and Phase I clinical trial for treatment of relapsed or refractory non-hodgkin lymphoma (NHL). The company is also developing camidanlumab tesirine, an ADC that has completed Phase I clinical trial to treat relapsed or refractory NHL; in Phase II clinical trial in relapsed or refractory hodgkin lymphoma; and in Phase Ib clinical trial for selected advanced solid tumors. In addition, it develops ADCT-602, which is in Phase Ia clinical trial for treatment of acute lymphoblastic leukemia; ADCT-601 and ADCT-901 that are in Phase Ia clinical trial for treatment of various solid tumors; and preclinical product candidates, including ADCT-701 and ADCT-901 for the treatment of solid tumors. It has a collaboration and license agreement with Genmab A/S, Bergenbio AS, Synaffix B.V., Mitsubishi Tanabe Pharma Corporation, Overland Pharmaceuticals, and MedImmune Limited. ADC Therapeutics SA was incorporated in 2011 and is headquartered in Epalinges, Switzerland.
Full company profile →Short Interest
4.6%
5.3 days to cover
Redmile Group ADCT Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2025 | Held | 15,666,731 | — | $55.3M |
| Q3 2025 | Held | 15,666,731 | — | $62.7M |
| Q2 2025 | Held | 15,666,731 | — | $42.0M |
| Q1 2025 | Held | 15,666,731 | — | $22.1M |
| Q4 2024 | Decreased | 15,666,731 | -2,486 | $31.2M |
| Q3 2024 | Increased | 15,669,217 | +400,000 | $49.4M |
| Q2 2024 | Held | 15,269,217 | — | $48.3M |
| Q1 2024 | Decreased | 15,269,217 | -59,100 | $68.6M |
| Q4 2023 | Increased | 15,328,317 | +1,150,272 | $25.4M |
| Q3 2023 | Increased | 14,178,045 | +128,110 | $12.7M |
| Q2 2023 | Increased | 14,049,935 | +484,686 | $30.2M |
| Q1 2023 | New | 13,565,249 | +13,565,249 | $26.5M |
Frequently Asked Questions
Does Redmile Group own ADCT?
Yes. As of Q4 2025, Redmile Group holds 15,666,731 shares of ADC Therapeutics SA (ADCT) valued at $55.3M. This data comes from their SEC 13F filing.
How many hedge funds own ADCT?
4 specialist biotech hedge funds currently hold ADCT, including OrbiMed Advisors, Eventide Asset Management, Perceptive Advisors. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Redmile Group first buy ADCT?
Redmile Group's position in ADCT was first reported in Q1 2023. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is Redmile Group's ADCT position increasing or decreasing?
Redmile Group held their ADCT position unchanged in the most recent quarter.
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