Redmile Group Portfolio
13F Holdings & Position Changes — Last filed Feb 17, 2026
13F Holdings & Position Changes — Last filed Feb 17, 2026
Redmile Group is a $6B biotech-focused hedge fund managed by Jeremy Green. As of their latest 13F filing (Q4 2025), the fund holds 32 positions worth $1.3B. This quarter they initiated 4 new positions and exited 59. Their largest holding is SRRK ($230.0M).
Redmile initiated 4 new positions and increased 10 this quarter. Portfolio grew +55.1% to $1.3B. 269 upcoming catalysts across holdings. 1 insider buy detected in portfolio companies.
Track this fund’s next move
13F changes, conviction shifts, and catalyst alerts across all 20 specialist biotech funds — free Monday brief.
No charge for 14 days · Cancel anytime
Redmile Group held 32 biotech stocks in their 13F portfolio this quarter. Their top positions include SRRK, KRYS, NRIX, STOK, IMNM. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
Redmile Group's tracked biotech portfolio is worth $1.3B across 32 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.
Redmile Group initiated 4 new positions this quarter, including SRRK, DBVTF, ESTA, ORIC. They also increased 10 existing positions.
Redmile Group fully exited 59 positions this quarter, including ETNB, KYMR, TKNO, KROS, DXCM and 54 more. They also trimmed 9 existing positions.
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.
| 3 | NRIX | Increased | 8,093,908 | $153.5M |
| 4 | STOK | Decreased | 4,034,070 | $128.0M |
| 5 | IMNM | Increased | 5,718,385 | $122.8M |
| 6 | RGNX | Decreased | 4,368,804 | $62.9M |
| 7 | ADCT | 15,666,731 | $55.3M |
| 8 | COGT | Decreased | 1,437,918 | $51.1M |
| 9 | ANNX | Increased | 10,050,644 | $50.5M |
| 10 | BEAM | Decreased | 1,285,859 | $35.6M |
| 11 | NGNE | Increased | 1,459,599 | $30.1M |
| 12 | ABSI | 8,253,316 | $28.8M |
| 13 | NUVB | Increased | 3,163,256 | $28.3M |
| 14 | IDYA | 742,017 | $25.7M |
| 15 | STTK | 5,539,724 | $20.2M |
| 16 | SLNCF | 2,164,777 | $13.2M |
| 17 | ZYME | Decreased | 491,654 | $12.9M |
| 18 | FATE | 12,872,946 | $12.6M |
| 19 | REPL | Increased | 1,099,756 | $10.7M |
| 20 | DBVTF | New | 549,840 | $10.5M |
| 21 | SLDB | Decreased | 1,860,542 | $10.5M |
| 22 | CBLL | 435,239 | $9.5M |
| 23 | ESTA | New | 112,664 | $8.2M |
| 24 | ATRA | 441,701 | $8.0M |
| 25 | CLDX | Decreased | 283,308 | $7.7M |
| 26 | LIVN | Decreased | 118,054 | $7.3M |
| 27 | IVVD | Increased | 2,681,159 | $6.6M |
| 28 | XENE | Increased | 133,882 | $6.0M |
| 29 | ALXO | Decreased | 3,264,718 | $3.7M |
| 30 | ORIC | New | 448,110 | $3.7M |
| 31 | PLRX | Increased | 1,616,228 | $2.0M |
| 32 | KLRS | 82,955 | $700K |
| Q2 2025 |
| $782.2M |
| -11.4% |
| Q1 2025 | $882.8M | -26.8% |
| Q4 2024 | $1.2B | -22.1% |
| Q3 2024 | $1.5B | +1.3% |
| Q2 2024 | $1.5B | -35.9% |
| Q1 2024 | $2.4B | +30.8% |
| Q4 2023 | $1.8B | +20.8% |
| Q3 2023 | $1.5B | -22.7% |
| Q2 2023 | $2.0B | +6.7% |
| Q1 2023 | $1.8B | — |