1y return+95.2%S&P 500 +20.9%
3y return+53.6%S&P 500 +68.5%
5y return−34.3%S&P 500 +74.5%
10y return+161.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $262 against $357 in the S&P 500.2
Redmile Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SRRKScholar Rock Hldg Corp | $237.1M | 15.9% | −52.5% |
| KRYSKrystal Biotech Inc | $234.9M | 15.8% | −6.2% |
| STOKStoke Therapeutics Inc | $129.1M | 8.7% | −5.2% |
| IMNMImmunome Inc | $104.1M | 7.0% | −11.6% |
| NRIXNurix Therapeutics Inc | $98.8M | 6.6% | −47.3% |
| ABSIAbsci Corporation | $78.1M | 5.2% | −18.3% |
| ANNXAnnexon Inc | $67.8M | 4.6% | −18.4% |
| RGNXRegenxbio Inc | $52.3M | 3.5% | |
| STTKShattuck Labs Inc | $47.8M | 3.2% | +24.4% |
| NGNENeurogene Inc | $44.4M | 3.0% | −3.2% |
| BEAMBeam Therapeutics Inc | $40.0M | 2.7% | −5.9% |
| AGMBAgomab Therapeutics Nv | $35.5M | 2.4% | +1649.7% |
| FATEFate Therapeutics Inc | $34.8M | 2.3% | |
| IDYAIdeaya Biosciences Inc | $23.9M | 1.6% | +22.9% |
| SLNSilence Therapeutics PLC | $23.8M | 1.6% | |
| COGTCogent Biosciences Inc | $19.5M | 1.3% | −26.8% |
| SLDBSolid Biosciences Inc | $19.5M | 1.3% | −3.1% |
| NUVBNuvation Bio Inc | $17.2M | 1.2% | −3.9% |
| CLDXCelldex Therapeutics Inc New | $16.1M | 1.1% | +65.9% |
| CLYMClimb Bio Inc | $16.0M | 1.1% | New |
| ALXOAlx Oncology Hldgs Inc | $15.3M | 1.0% | −7.2% |
| BMRNBiomarin Pharmaceutical Inc | $15.2M | 1.0% | +52.5% |
| XENEXenon Pharmaceuticals Inc | $13.8M | 0.9% | −12.7% |
| ZYMEZymeworks Inc | $12.9M | 0.9% | |
| Adc Therapeutics SaCUSIP H0036K147 | $12.3M | 0.8% | −25.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| KRYSKrystal Biotech Inc | June 30, 2020 | +797.3% | $234.9M |
| ZYMEZymeworks Inc | December 31, 2022 | +232.6% | $12.9M |
| COGTCogent Biosciences Inc | June 30, 2023 | +226.9% | $19.5M |
| CLDXCelldex Therapeutics Inc New | June 30, 2020 | +186.2% | $16.1M |
| SLDBSolid Biosciences Inc | December 31, 2024 | +149.7% | $19.5M |
| IMNMImmunome Inc | December 31, 2023 | +98.0% | $104.1M |
| Establishment Labs Hldgs IncCUSIP G31249108 | March 31, 2024 | +68.6% | $7.6M |
| NGNENeurogene Inc | December 31, 2023 | +62.3% | $44.4M |
| STOKStoke Therapeutics Inc | June 30, 2020 | +37.3% | $129.1M |
| XENEXenon Pharmaceuticals Inc | December 31, 2025 | +34.7% | $13.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.7% | +14.8% |
| March 31, 2026 | −0.6% | −4.6% |
| December 31, 2025 | +34.7% | +2.4% |
| September 30, 2025 | +20.8% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −20.6% | −4.6% |
| December 31, 2024 | −17.4% | +2.1% |
| September 30, 2024 | +10.5% | +5.4% |
| June 30, 2024 | −21.3% | +4.0% |
| March 31, 2024 | +13.2% | +10.0% |
| December 31, 2023 | +25.8% | +11.2% |
| September 30, 2023 | −10.9% | −3.6% |
| June 30, 2023 | +8.5% | +8.3% |
| March 31, 2023 | −10.5% | +7.0% |
| December 31, 2022 | −3.4% | +7.1% |
| September 30, 2022 | +1.6% | −5.3% |
| June 30, 2022 | −22.5% | −16.5% |
| March 31, 2022 | −26.5% | −4.9% |
| December 31, 2021 | −11.6% | +10.7% |
| September 30, 2021 | −10.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Redmile Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1425738&type=13F-HR&dateb=&owner=include&count=40CIK 1425738
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1425738/000110465926097182/Filed August 14, 2026 · accession 0001104659-26-097182