Redmile Group, LLC

Q1 2026 13F-HR Holdings

Location
Larkspur, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$1,510,149
Net value change ($000)
+152,238 (11.2%)
New positions
5
Sold out positions
4
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SRRK 215,737 93.8%
ANNX 30,152 59.8%
STTK 15,400 76.2%
ALXO 12,279 332.9%
BMRN 9,821 NEW
XENE 9,273 154.5%
STOK 7,543 5.9%
KRYS 6,899 4.1%
PRME 5,536 NEW
EPRX 5,068 NEW
Top Reduces (Value $000, Stocks/ETFs)
NRIX -33,682 -21.9%
RAPT -30,006 -100.0%
RGNX -26,300 -41.8%
COGT -24,592 -48.1%
NUVB -14,816 -52.3%
REPL -10,690 -100.0%
IDYA -8,288 -32.3%
BEAM -6,151 -17.3%
ATRA -5,901 -73.9%
RPTX -4,124 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type