Redmile Group, LLC
13F filer · CIK 1425738 · Larkspur, CA
Summary
Redmile Group, LLC reported $1.49B across 39 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SRRK (15.9%), KRYS (15.8%), STOK (8.7%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 5, trimmed 23 and sold out of 0.
Reported value$1.49B
Positions39
Report period2026 Q2
FiledAug 14, 2026
New positions4
Added5
Trimmed23
Sold out0
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.9%Value $237.11MPrice $47.75Shares 4.31M -52.45%Since Jun 30 -13.18%
Weight 15.8%Value $234.90MPrice $335.06Shares 632K -6.16%Since Jun 30 -9.85%
Weight 8.7%Value $129.11MPrice $25.88Shares 3.95M -5.24%Since Jun 30 -20.90%
Weight 7.0%Value $104.08MPrice $21.89Shares 4.91M -11.64%Since Jun 30 +3.30%
Weight 6.6%Value $98.83MPrice $23.67Shares 4.07M -47.32%Since Jun 30 -2.41%
Weight 5.2%Value $78.11MPrice $10.14Shares 6.74M -18.34%Since Jun 30 -12.51%
Weight 4.6%Value $67.78MPrice $4.13Shares 11.87M -18.42%Since Jun 30 -27.67%
Weight 3.5%Value $52.34MPrice $7.45Shares 4.37MSince Jun 30 -37.81%
Weight 3.2%Value $47.83MPrice $6.54Shares 6.89M +24.41%Since Jun 30 -5.76%
Weight 3.0%Value $44.41MPrice $28.39Shares 1.41M -3.25%Since Jun 30 -9.73%
Weight 2.7%Value $39.96MPrice $24.52Shares 1.16M -5.93%Since Jun 30 -28.55%
Weight 2.4%Value $35.49MPrice $10.53Shares 2.73M +1649.71%Since Jun 30 -18.88%
Weight 2.3%Value $34.76MPrice $2.38Shares 12.87MSince Jun 30 -11.85%
Weight 1.6%Value $23.86MPrice $37.86Shares 640K +22.85%Since Jun 30 +1.58%
Weight 1.6%Value $23.77MPrice $10.80Shares 2.16MSince Jun 30 -1.64%
Weight 1.3%Value $19.48MPrice $31.66Shares 503K -26.85%Since Jun 30 -18.19%
Weight 1.3%Value $19.47MPrice $7.16Shares 1.95M -3.14%Since Jun 30 -28.33%
Weight 1.2%Value $17.22MPrice $5.62Shares 3.03M -3.88%Since Jun 30 -1.06%
Weight 1.1%Value $16.15MPrice $31.64Shares 434K +65.93%Since Jun 30 -14.97%
Weight 1.1%Value $15.99MPrice $11.50Shares 1.23MSince Jun 30 -11.81%
Weight 1.0%Value $15.30MPrice $1.35Shares 7.39M -7.18%Since Jun 30 -34.78%
Weight 1.0%Value $15.17MPrice $59.87Shares 265K +52.52%Since Jun 30 +4.63%
Weight 0.9%Value $13.85MPrice $37.25Shares 229K -12.68%Since Jun 30 -38.29%
Weight 0.9%Value $12.85MPrice $27.20Shares 492KSince Jun 30 +4.06%
Weight 0.8%Value $12.33MPrice $1.23Shares 11.53M -25.49%Since Jun 30 +14.95%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.9% | $237.11M | -13.18% | -52.45% | Trim | |
| 15.8% | $234.90M | -9.85% | -6.16% | Trim | |
| 8.7% | $129.11M | -20.90% | -5.24% | Trim | |
| 7.0% | $104.08M | +3.30% | -11.64% | Trim | |
| 6.6% | $98.83M | -2.41% | -47.32% | Trim | |
| 5.2% | $78.11M | -12.51% | -18.34% | Trim | |
| 4.6% | $67.78M | -27.67% | -18.42% | Trim | |
| 3.5% | $52.34M | -37.81% | — | Hold | |
| 3.2% | $47.83M | -5.76% | +24.41% | Add | |
| 3.0% | $44.41M | -9.73% | -3.25% | Trim | |
| 2.7% | $39.96M | -28.55% | -5.93% | Trim | |
| 2.4% | $35.49M | -18.88% | +1649.71% | Add | |
| 2.3% | $34.76M | -11.85% | — | Hold | |
| 1.6% | $23.86M | +1.58% | +22.85% | Add | |
| 1.6% | $23.77M | -1.64% | — | Hold | |
| 1.3% | $19.48M | -18.19% | -26.85% | Trim | |
| 1.3% | $19.47M | -28.33% | -3.14% | Trim | |
| 1.2% | $17.22M | -1.06% | -3.88% | Trim | |
| 1.1% | $16.15M | -14.97% | +65.93% | Add | |
| 1.1% | $15.99M | -11.81% | — | New | |
| 1.0% | $15.30M | -34.78% | -7.18% | Trim | |
| 1.0% | $15.17M | +4.63% | +52.52% | Add | |
| 0.9% | $13.85M | -38.29% | -12.68% | Trim | |
| 0.9% | $12.85M | +4.06% | — | Hold | |
| 0.8% | $12.33M | +14.95% | -25.49% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.