In Q1 2025, Redmile Group held 49 positions worth $882.8M. They initiated 2 new positions and exited 37. Their largest holding was KRYS ($133.0M). Portfolio value shrank -26.8% versus the prior quarter.
Frequently asked questions
What stocks did Redmile Group own in Q1 2025?
Redmile Group held 49 biotech stocks in their 13F portfolio in Q1 2025. Their top positions include KRYS, FOLD, ZYME, NRIX, REPL. 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 2025?
Redmile Group's tracked biotech portfolio was worth $882.8M across 49 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 2025?
Redmile Group initiated 2 new positions in Q1 2025, including MASI, KLRS. They also increased 5 existing positions.
What did Redmile Group sell in Q1 2025?
Redmile Group fully exited 37 positions in Q1 2025, including MRSN, CABA, TKNO, ARGX, DXCM and 32 more. They also trimmed 29 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.
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