In Q1 2024, Redmile Group held 60 positions worth $2.4B. They initiated 14 new positions and exited 17. Their largest holding was KRYS ($268.4M). Portfolio value grew +30.8% versus the prior quarter.
Frequently asked questions
What stocks did Redmile Group own in Q1 2024?
Redmile Group held 60 biotech stocks in their 13F portfolio in Q1 2024. Their top positions include KRYS, FOLD, IMNM, FATE, RGNX. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was Redmile Group's portfolio worth in Q1 2024?
Redmile Group's tracked biotech portfolio was worth $2.4B across 60 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.
What did Redmile Group buy in Q1 2024?
Redmile Group initiated 14 new positions in Q1 2024, including SLNCF, FDMT, KROS, CI, ARDX and 9 more. They also increased 17 existing positions.
What did Redmile Group sell in Q1 2024?
Redmile Group fully exited 17 positions in Q1 2024, including IQV, GRFS, SPY, CRL, BMRN and 12 more. They also trimmed 22 existing positions.
Is Redmile Group a biotech fund?
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.
Want AI analysis, insider signals, and catalyst overlays for Redmile Group?
View latest Redmile Group portfolio →