Redmile Group, LLC holds a concentrated book of 35 stocks worth $1.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Biomarin Pharmaceutical Inc and trimmed Krystal Biotech Inc. Their largest long position is Scholar Rock Holding Corp at 30% of the equity book.
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Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Scholar Rock Hldg Corp COM | $445.7M | 9.07M | 29.5% | ▲+74% Added · +3.8M sh | |
| 2 | Krystal Biotech Inc COM | $174.0M | 673.5K | 11.5% | ▼−0.6% Reduced · −4K sh | |
| 3 | Stoke Therapeutics Inc COM | $135.6M | 4.16M | 9.0% | ▲+3.2% Added · +130K sh | |
| 4 | Immunome Inc COM | $121.6M | 5.56M | 8.1% | ▼−2.8% Reduced · −160K sh | |
| 5 | Nurix Therapeutics Inc COM | $119.9M | 7.73M | 7.9% | ▼−4.5% Reduced · −361K sh | |
| 6 | Annexon Inc COM | $80.6M | 14.55M | 5.3% | ▲+45% Added · +4.5M sh | |
| 7 | Adc Therapeutics Sa SHS | $58.0M | 15.47M | 3.8% | ▼−1.3% Reduced · −196K sh | |
| 8 | Regenxbio Inc COM | $36.6M | 4.37M | 2.4% | —Held | |
| 9 | Shattuck Labs Inc COM | $35.6M | 5.54M | 2.4% | —Held | |
| 10 | Beam Therapeutics Inc COM | $29.5M | 1.24M | 2.0% | ▼−3.7% Reduced · −48K sh | |
| 11 | Neurogene Inc COM | $29.4M | 1.46M | 1.9% | —Held | |
| 12 | Cogent Biosciences Inc COM | $26.5M | 688.0K | 1.8% | ▼−52% Reduced · −750K sh | |
| 13 | Absci Corporation COM | $24.8M | 8.25M | 1.6% | —Held | |
| 14 | Ideaya Biosciences Inc COM | $17.4M | 521.1K | 1.1% | ▼−30% Reduced · −221K sh | |
| 15 | Alx Oncology Hldgs Inc COM | $16.0M | 7.96M | 1.1% | ▲+144% Added · +4.7M sh | |
| 16 | Fate Therapeutics Inc COM | $15.4M | 12.87M | 1.0% | —Held | |
| 17 | Xenon Pharmaceuticals Inc COM | $15.3M | 262.7K | 1.0% | ▲+96% Added · +129K sh | |
| 18 | Solid Biosciences Inc COM NEW | $14.5M | 2.01M | 1.0% | ▲+8.1% Added · +151K sh | |
| 19 | Nuvation Bio Inc COM CL A | $13.5M | 3.15M | 0.9% | ▼−0.3% Reduced · −10K sh | |
| 20 | Zymeworks Inc COM | $12.3M | 491.7K | 0.8% | —Held | |
| 21 | Silence Therapeutics PLC ADS | $11.4M | 2.16M | 0.8% | —Held | |
| 22 | DBV Technologies S A SPONSORED ADS | $10.3M | 491.3K | 0.7% | ▼−11% Reduced · −59K sh | |
| 23 | Biomarin Pharmaceutical Inc COM | $9.8M | 173.9K | 0.7% | ▲New New position | |
| 24 | Celldex Therapeutics Inc New COM NEW | $8.3M | 261.5K | 0.5% | ▼−7.7% Reduced · −22K sh | |
| 25 | Ceribell Inc COM | $7.1M | 386.8K | 0.5% | ▼−11% Reduced · −48K sh | |
| 26 | Livanova PLC SHS | $6.9M | 108.4K | 0.5% | ▼−8.2% Reduced · −10K sh | |
| 27 | Establishment Labs Hldgs Inc COM | $5.9M | 103.5K | 0.4% | ▼−8.2% Reduced · −9K sh | |
| 28 | Prime Medicine Inc COM | $5.5M | 1.59M | 0.4% | ▲New New position | |
| 29 | Oric Pharmaceuticals Inc COM | $5.3M | 415.7K | 0.3% | ▼−7.2% Reduced · −32K sh | |
| 30 | Eupraxia Pharmaceuticals Inc COM | $5.1M | 700.0K | 0.3% | ▲New New position | |
| 31 | Ardelyx Inc COM | $4.4M | 733.4K | 0.3% | ▲New New position | |
| 32 | Invivyd Inc COM | $3.4M | 2.65M | 0.2% | ▼−1.2% Reduced · −33K sh | |
| 33 | Atara Biotherapeutics Inc COM NEW | $2.1M | 441.7K | 0.1% | —Held | |
| 34 | Agomab Therapeutics NV SPONSORED ADS | $1.6M | 156.3K | 0.1% | ▲New New position | |
| 35 | Pliant Therapeutics Inc COM | $973K | 772.1K | 0.1% | ▼−52% Reduced · −844K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.