Redmile Group, LLC

Portfolio Overview

Redmile Group, LLC reported a significant contraction in its 13F portfolio for the period ending September 30, 2025. The total portfolio value decreased by 13.4%, dropping from approximately $939.58 million to $813.98 million. This reduction was driven by a combination of active portfolio deleveraging and market performance rather than a simple exodus of capital, as evidenced by the distinct shift in position counts. The firm reduced the number of holdings from 48 in the ...