In Q4 2024, Redmile Group held 53 positions worth $1.2B. They initiated 3 new positions and exited 31. Their largest holding was KRYS ($118.0M). Portfolio value shrank -22.1% versus the prior quarter.
Frequently asked questions
What stocks did Redmile Group own in Q4 2024?
Redmile Group held 53 biotech stocks in their 13F portfolio in Q4 2024. Their top positions include KRYS, NRIX, ZYME, FOLD, 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 Q4 2024?
Redmile Group's tracked biotech portfolio was worth $1.2B across 53 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 Q4 2024?
Redmile Group initiated 3 new positions in Q4 2024, including CBLL, PODD, SLDB. They also increased 7 existing positions.
What did Redmile Group sell in Q4 2024?
Redmile Group fully exited 31 positions in Q4 2024, including BMRN, CRL, SPY, GRFS, IQV and 26 more. They also trimmed 37 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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