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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.

Institutional Investor • Redmile Group
Value
$1.4B
Stocks
37 Stocks
Turnover
0.0%
Top Holdings
SRRK(16.40%) KRYS(16.24%) STOK(8.93%) IMNM(7.20%) NRIX(6.83%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| SRRK | None | Scholar Rock Holding Corporation | General | $237.1M | 0 | 16.4% | 0 | No Change |
| KRYS | None | Krystal Biotech, Inc. | Health Care | $234.9M | 0 | 16.2% | 0 | No Change |
| STOK | None | Stoke Therapeutics, Inc. | General | $129.1M | 0 | 8.9% | 0 | No Change |
| IMNM | None | Immunome | General | $104.1M | 0 | 7.2% | 0 | No Change |
| NRIX | None | NURIX THERAPEUTICS INC | General | $98.8M | 0 | 6.8% | 0 | No Change |
| ABSI | None | Absci Corp. | General | $78.1M | 0 | 5.4% | 0 | No Change |
| ANNX | None | ANNEXON INC | General | $67.8M | 0 | 4.7% | 0 | No Change |
| RGNX | None | REGENXBIO INC | General | $52.3M | 0 | 3.6% | 0 | No Change |
| STTK | None | SHATTUCK LABS INC | General | $47.8M | 0 | 3.3% | 0 | No Change |
| NGNE | None | NEUROGENE INC | General | $44.4M | 0 | 3.1% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 32 | $1154.8M | 79.9% |
| Health Care | 5 | $291.2M | 20.1% |