Redmile Group, LLC
- SEC CIK
- 0001425738
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 39
- 較 2026 年第 1 季 +4
- 總值
- $14.9 億
- 較 2026 年第 1 季 −$2,064.05 萬 (−1.4%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| SRRKSCHOLAR ROCK HLDG CORP | COM | 4,311,092 | $2.37 億 | 15.92% | −4,755,529−52.5% | 減碼 | 查看 |
| KRYSKRYSTAL BIOTECH INC | COM | 632,005 | $2.35 億 | 15.77% | −41,500−6.2% | 減碼 | 查看 |
| STOKSTOKE THERAPEUTICS INC | COM | 3,945,920 | $1.29 億 | 8.67% | −218,200−5.2% | 減碼 | 查看 |
| IMNMIMMUNOME INC | COM | 4,911,590 | $1.04 億 | 6.99% | −647,295−11.6% | 減碼 | 查看 |
| NRIXNURIX THERAPEUTICS INC | COM | 4,073,787 | $9,883.01 萬 | 6.64% | −3,659,021−47.3% | 減碼 | 查看 |
| ABSIABSCI CORPORATION | COM | 6,739,675 | $7,811.28 萬 | 5.24% | −1,513,641−18.3% | 減碼 | 查看 |
| ANNXANNEXON INC | COM | 11,869,877 | $6,777.7 萬 | 4.55% | −2,679,891−18.4% | 減碼 | 查看 |
| RGNXREGENXBIO INC | COM | 4,368,804 | $5,233.83 萬 | 3.51% | 00.0% | 不變 | 查看 |
| STTKSHATTUCK LABS INC | COM | 6,892,033 | $4,783.07 萬 | 3.21% | +1,352,309+24.4% | 加碼 | 查看 |
| NGNENEUROGENE INC | COM | 1,412,199 | $4,441.37 萬 | 2.98% | −47,400−3.2% | 減碼 | 查看 |
| BEAMBEAM THERAPEUTICS INC | COM | 1,164,259 | $3,995.74 萬 | 2.68% | −73,400−5.9% | 減碼 | 查看 |
| AGMBAGOMAB THERAPEUTICS NV | SPONSORED ADS | 2,733,926 | $3,548.64 萬 | 2.38% | +2,577,676+1,649.7% | 加碼 | 查看 |
| FATEFATE THERAPEUTICS INC | COM | 12,872,946 | $3,475.7 萬 | 2.33% | 00.0% | 不變 | 查看 |
| IDYAIDEAYA BIOSCIENCES INC | COM | 640,202 | $2,386.03 萬 | 1.60% | +119,085+22.9% | 加碼 | 查看 |
| SLNSILENCE THERAPEUTICS PLC | ADS | 2,164,777 | $2,376.93 萬 | 1.60% | 00.0% | 不變 | 查看 |
| COGTCOGENT BIOSCIENCES INC | COM | 503,321 | $1,947.85 萬 | 1.31% | −184,715−26.8% | 減碼 | 查看 |
| SLDBSOLID BIOSCIENCES INC | COM NEW | 1,948,695 | $1,946.75 萬 | 1.31% | −63,200−3.1% | 減碼 | 查看 |
| NUVBNUVATION BIO INC | COM CL A | 3,031,009 | $1,721.61 萬 | 1.16% | −122,247−3.9% | 減碼 | 查看 |
| CLDXCELLDEX THERAPEUTICS INC NEW | COM NEW | 433,921 | $1,614.62 萬 | 1.08% | +172,413+65.9% | 加碼 | 查看 |
| CLYMCLIMB BIO INC | COM | 1,226,330 | $1,599.13 萬 | 1.07% | +1,226,330 | 新進 | 查看 |
| ALXOALX ONCOLOGY HLDGS INC | COM | 7,392,504 | $1,530.25 萬 | 1.03% | −571,684−7.2% | 減碼 | 查看 |
| BMRNBIOMARIN PHARMACEUTICAL INC | COM | 265,169 | $1,517.3 萬 | 1.02% | +91,310+52.5% | 加碼 | 查看 |
| XENEXENON PHARMACEUTICALS INC | COM | 229,374 | $1,384.5 萬 | 0.93% | −33,300−12.7% | 減碼 | 查看 |
| ZYMEZYMEWORKS INC | COM | 491,654 | $1,285.18 萬 | 0.86% | 00.0% | 不變 | 查看 |
| ADCTADC THERAPEUTICS SA | SHS | 11,526,710 | $1,233.36 萬 | 0.83% | −3,943,792−25.5% | 減碼 | 查看 |
| AURAAURA BIOSCIENCES INC | COM | 1,666,667 | $1,183.33 萬 | 0.79% | +1,666,667 | 新進 | 查看 |
| ODTXODYSSEY THERAPEUTICS INC | COMMON STOCK | 425,000 | $795.18 萬 | 0.53% | +425,000 | 新進 | 查看 |
| LIVNLIVANOVA PLC | SHS | 93,154 | $766.01 萬 | 0.51% | −15,200−14.0% | 減碼 | 查看 |
| ESTAESTABLISHMENT LABS HLDGS INC | COM | 88,964 | $763.4 萬 | 0.51% | −14,500−14.0% | 減碼 | 查看 |
| CBLLCERIBELL INC | COM | 386,786 | $752.3 萬 | 0.51% | 00.0% | 不變 | 查看 |
| DBVTDBV TECHNOLOGIES S A | SPONSORED ADS | 410,440 | $673.12 萬 | 0.45% | −80,900−16.5% | 減碼 | 查看 |
| INSMINSMED INC | COM PAR $.01 | 51,234 | $546.26 萬 | 0.37% | +51,234 | 新進 | 查看 |
| PRMEPRIME MEDICINE INC | COM | 1,389,632 | $512.77 萬 | 0.34% | −201,200−12.6% | 減碼 | 查看 |
| ATRAATARA BIOTHERAPEUTICS INC | COM NEW | 441,701 | $507.07 萬 | 0.34% | 00.0% | 不變 | 查看 |
| EPRXEUPRAXIA PHARMACEUTICALS INC | COM | 611,400 | $404.14 萬 | 0.27% | −88,600−12.7% | 減碼 | 查看 |
| ORICORIC PHARMACEUTICALS INC | COM | 362,010 | $392.06 萬 | 0.26% | −53,700−12.9% | 減碼 | 查看 |
| ARDXARDELYX INC | COM | 641,750 | $327.29 萬 | 0.22% | −91,600−12.5% | 減碼 | 查看 |
| IVVDINVIVYD INC | COM | 2,597,759 | $226.63 萬 | 0.15% | −50,900−1.9% | 減碼 | 查看 |
| PLRXPLIANT THERAPEUTICS INC | COM | 772,126 | $88.02 萬 | 0.06% | 00.0% | 不變 | 查看 |