Redmile Group, LLC
Redmile Group, LLC is an investment management firm founded in March 2007, headquartered in San Francisco, California, with an additional office in New York. The firm specializes in investments in U.S. and non-U.S. healthcare companies, providing both hedge fund and private equity strategies. Redmile Group serves institutional and high-net-worth clients, managing assets across both public and private healthcare sectors with a focus on innovation and growth in healthcare.
Investment Strategy
Redmile Group focuses on investments in the healthcare sector, both in the U.S. and internationally, targeting innovative firms in biotechnology, pharmaceuticals, and related subsectors. The firm employs both hedge fund and private equity strategies, investing in early-stage and growth opportunities. Its philosophy emphasizes in-depth research, sector expertise, and identifying transformative healthcare trends to generate long-term value for its investors.
Latest 13F Filing Activity
Redmile Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 48 equity positions with a total 13F market value of $940M. The fund increased holdings in Adc Therapeutics SA, Stoke Therapeutics Inc., Hinge Health Inc. among other positions. Redmile Group, LLC reduced exposure to Amicus Therapeutics Inc., Krystal Biotech Inc., Biohaven LTD among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SRRK | SCHOLAR ROCK HLDG CORP | 14.81% | $139.2M | 3,929,039 | $12.80 | $35.42 | -$2.2M |
K KRYS | KRYSTAL BIOTECH INC | 9.71% | $91.2M | 663,471 | $66.33 | $137.46 | -$41.8M |
Z ZYME | ZYMEWORKS INC | 5.54% | $52.1M | 4,150,627 | $7.92 | $12.55 | -$4.9M |
S STOK | STOKE THERAPEUTICS INC | 5.29% | $49.7M | 4,375,931 | $11.49 | $11.35 | +$19.8M |
I IMNM | IMMUNOME INC | 4.82% | $45.3M | 4,872,225 | $12.43 | $9.30 | +$9.2M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Trader | Manhasset, NY , United States | |
 | Analyst | New York, NY , United States | |
 | Trader | New York, NY , United States | |
 | Trader | New York, NY , United States | |
M Michael Sahm | Vice President, Growth Equity | San Francisco, CA , United States | |
 | Analyst | New York, NY , United States | |
K Karim Bolous | Investment Associate | San Francisco, CA , United States |