SCHEDULE: Redmile Group Discloses Scholar Rock Stake

Redmile Group, LLC and Jeremy C. Green have reported a beneficial ownership stake of 3.6% in Scholar Rock Holding Corporation, holding 4,311,092 shares.

Summary

• Redmile Group, LLC and Jeremy C. Green collectively hold 4,311,092 shares of Scholar Rock Holding Corporation's common stock, representing 3.6% of the outstanding shares.
• These shares are directly owned by investment vehicles managed by Redmile Group, LLC, with Redmile Group, LLC acting as the investment manager and Jeremy C. Green as the principal.
• RedCo II Master Fund, L.P. holds no shares.
• The filing is an amendment to a Schedule 13G, indicating a change or update in beneficial ownership.
• The reported percentage is based on 119,828,338 shares outstanding as of May 4, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting changes in beneficial ownership without new financial or strategic information.

Positives

• Significant ownership stake reported by a known investment manager, potentially indicating confidence in the company's long-term prospects.
• Clear disclosure of beneficial ownership, adhering to regulatory requirements.

Negatives

• No new financial performance data or strategic updates are provided in this filing.
• The filing does not offer insights into the reasons for the ownership level or future intentions.

Risks

• Potential for future stock sales by Redmile Group, LLC if their investment strategy changes, which could impact share price.
• Concentration of ownership by a single entity could lead to volatility if that entity decides to divest.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding the company's future performance.

Management Comments

• Redmile Group, LLC and Jeremy C. Green each disclaim beneficial ownership of these securities, except to the extent of its or his pecuniary interest in such securities, if any.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and investment managers to report significant stakes in public companies. This filing indicates Redmile Group's continued interest in Scholar Rock Holding Corporation, a biotechnology company focused on the treatment of diseases.

Stakeholder Impact

• Shareholders: May view the sustained stake by Redmile Group as a positive signal, but the lack of new information limits immediate impact.
• Management: The filing confirms a significant institutional investor's presence, which can influence board dynamics and strategic decisions.

Next Steps

• Continued monitoring of Redmile Group, LLC's ownership and trading activity in Scholar Rock Holding Corporation's stock.

Key Dates

Keywords

Scholar Rock Holding Corporation, Redmile Group, Jeremy C. Green, Schedule 13G, Beneficial Ownership, Investment Management, Shareholder