In Q1 2026, Redmile Group held 35 positions worth $1.5B. They initiated 2 new positions and exited 58. Their largest holding was SRRK ($445.7M). Portfolio value grew +14.1% versus the prior quarter.
Frequently asked questions
What stocks did Redmile Group own in Q1 2026?
Redmile Group held 35 biotech stocks in their 13F portfolio in Q1 2026. 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.
How much was Redmile Group's portfolio worth in Q1 2026?
Redmile Group's tracked biotech portfolio was worth $1.5B across 35 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 2026?
Redmile Group initiated 2 new positions in Q1 2026, including EPRX, AGMB. They also increased 9 existing positions.
What did Redmile Group sell in Q1 2026?
Redmile Group fully exited 58 positions in Q1 2026, including ALLK, FDMT, HNGE, IQV, CRL and 53 more. They also trimmed 16 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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