13-F holdings, Q2 2026
Redmile Group, LLC
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $1.5B
- Positions
- 39
- Filed
- Data as of
These holdings are as of , 136 days ago.
13-Fs for Q3 2026 are due by .
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Top holdings
- SRRK$237.1M4,311,092 shares15.9% of the book
- KRYS$234.9M632,005 shares15.8% of the book
- STOK$129.1M3,945,920 shares8.7% of the book
- IMNM$104.1M4,911,590 shares7% of the book
- NRIX$98.8M4,073,787 shares6.6% of the book
- ABSI$78.1M6,739,675 shares5.2% of the book
- ANNX$67.8M11,869,877 shares4.6% of the book
- RGNX$52.3M4,368,804 shares3.5% of the book
- STTK$47.8M6,892,033 shares3.2% of the book
- NGNE$44.4M1,412,199 shares3% of the book
What changed this quarter
3 new positions and 0 sold out, against Q1 2026. Added and trimmed positions use the change in split-adjusted shares at the Q2 2026 implied price; full exits use their Q1 2026 reported value, not sale proceeds.
Largest buys
- AGMB
AGOMAB THERAPEUTICS NV
+$33.5M
+1,649.7% shares
Your stake and evidence for AGMB
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$33.5M. The current book reports 2,733,926 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
2,733,926 current shares − 156,250 prior shares on the same basis = +2,577,676 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 33458234.02743308 USD. Current reported shares: 2733926. Prior shares on current basis: 156250.
- CLYM
CLIMB BIO INC
+$16M
New
Your stake and evidence for CLYM
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q2 2026 book.
Displayed change: +$16M. The current book reports 1,226,330 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 15991343 USD. Current reported shares: 1226330. Prior shares on current basis: not recorded.
- AURA
AURA BIOSCIENCES INC
+$11.8M
New
Your stake and evidence for AURA
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q2 2026 book.
Displayed change: +$11.8M. The current book reports 1,666,667 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 11833336 USD. Current reported shares: 1666667. Prior shares on current basis: not recorded.
- STTK
SHATTUCK LABS INC
+$9.4M
+24.4% shares
Your stake and evidence for STTK
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$9.4M. The current book reports 6,892,033 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
6,892,033 current shares − 5,539,724 prior shares on the same basis = +1,352,309 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 9385024.456075732 USD. Current reported shares: 6892033. Prior shares on current basis: 5539724.
- CLDX
CELLDEX THERAPEUTICS INC NEW
+$6.4M
+65.9% shares
Your stake and evidence for CLDX
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$6.4M. The current book reports 433,921 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
433,921 current shares − 261,508 prior shares on the same basis = +172,413 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 6415487.567091705 USD. Current reported shares: 433921. Prior shares on current basis: 261508.
Largest sells
- SRRK
SCHOLAR ROCK HLDG CORP
−$261.6M
-52.5% shares
Your stake and evidence for SRRK
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$261.6M. The current book reports 4,311,092 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
4,311,092 current shares − 9,066,621 prior shares on the same basis = -4,755,529 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -261554095 USD. Current reported shares: 4311092. Prior shares on current basis: 9066621.
- NRIX
NURIX THERAPEUTICS INC
−$88.8M
-47.3% shares
Your stake and evidence for NRIX
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$88.8M. The current book reports 4,073,787 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
4,073,787 current shares − 7,732,808 prior shares on the same basis = -3,659,021 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -88767849.80131091 USD. Current reported shares: 4073787. Prior shares on current basis: 7732808.
- ABSI
ABSCI CORPORATION
−$17.5M
-18.3% shares
Your stake and evidence for ABSI
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$17.5M. The current book reports 6,739,675 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
6,739,675 current shares − 8,253,316 prior shares on the same basis = -1,513,641 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -17543099.13385334 USD. Current reported shares: 6739675. Prior shares on current basis: 8253316.
- KRYS
KRYSTAL BIOTECH INC
−$15.4M
-6.2% shares
Your stake and evidence for KRYS
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$15.4M. The current book reports 632,005 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
632,005 current shares − 673,505 prior shares on the same basis = -41,500 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -15424304.977017587 USD. Current reported shares: 632005. Prior shares on current basis: 673505.
- ANNX
ANNEXON INC
−$15.3M
-18.4% shares
Your stake and evidence for ANNX
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$15.3M. The current book reports 11,869,877 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
11,869,877 current shares − 14,549,768 prior shares on the same basis = -2,679,891 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -15302177.684504904 USD. Current reported shares: 11869877. Prior shares on current basis: 14549768.
Not counted as trades: ODTX (newly listed or spun off).
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.