Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 86
- 2020 年第 4 季沒有 13F 資料
- 總值
- $71.0 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FATEFate Therapeutics Inc | COM | 12,957,222 | $10.7 億 | 15.0% | – | – | 歷史 |
| ALLKAllakos Inc. | COM | 2,419,418 | $2.78 億 | 3.9% | – | – | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,425,455 | $2.63 億 | 3.7% | – | – | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 849,845 | $2.34 億 | 3.3% | – | – | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 21,114,114 | $2.09 億 | 2.9% | – | – | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 2,532,523 | $2.03 億 | 2.9% | – | – | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 4,351,644 | $1.95 億 | 2.7% | – | – | 歷史 |
| NVTAInvitae Corp | COM | 4,852,163 | $1.85 億 | 2.6% | – | – | 歷史 |
| ADCTADC Therapeutics SA | SHS | 7,308,418 | $1.78 億 | 2.5% | – | – | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $1.64 億 | 2.3% | – | – | 歷史 |
| MDVLMedAvail Holdings, Inc. | COM | 11,724,726 | $1.64 億 | 2.3% | – | – | 歷史 |
| OSHOak Street Health, Inc. | COM | 2,930,411 | $1.59 億 | 2.2% | – | – | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 2,060,132 | $1.59 億 | 2.2% | – | – | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 829,159 | $1.36 億 | 1.9% | – | – | 歷史 |
| SGENSeagen Inc. | COM | 937,045 | $1.30 億 | 1.8% | – | – | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 3,207,193 | $1.26 億 | 1.8% | – | – | 歷史 |
| REPLReplimune Group, Inc. | COM | 4,118,212 | $1.26 億 | 1.8% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 979,108 | $1.16 億 | 1.6% | – | – | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 2,176,628 | $1.10 億 | 1.6% | – | – | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,314,117 | $1.03 億 | 1.5% | – | – | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,603,139 | $1.01 億 | 1.4% | – | – | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 6,885,233 | $9,887 萬 | 1.4% | – | – | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 2,544,062 | $9,881 萬 | 1.4% | – | – | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 2,221,044 | $9,637 萬 | 1.4% | – | – | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,458,830 | $9,629 萬 | 1.4% | – | – | 歷史 |
| Genmark Diagnostics Inc372309104 | COM | 3,589,342 | $8,579 萬 | 1.2% | – | – | – |
| LIVNLivaNova PLC | SHS | 1,119,830 | $8,257 萬 | 1.2% | – | – | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 2,665,496 | $8,180 萬 | 1.2% | – | – | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 2,751,815 | $8,000 萬 | 1.1% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 222,458 | $7,995 萬 | 1.1% | – | – | 歷史 |
| RGNXREGENXBIO Inc. | COM | 2,340,313 | $7,983 萬 | 1.1% | – | – | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 3,610,788 | $7,973 萬 | 1.1% | – | – | 歷史 |
| IMGNImmunoGen, Inc. | COM | 9,688,066 | $7,847 萬 | 1.1% | – | – | 歷史 |
| EPZMEpizyme, Inc. | COM | 8,824,366 | $7,686 萬 | 1.1% | – | – | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2,513,746 | $7,292 萬 | 1.0% | – | – | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 978,600 | $7,216 萬 | 1.0% | – | – | 歷史 |
| NVRONevro Corp | COM | 516,795 | $7,209 萬 | 1.0% | – | – | 歷史 |
| AVIRAtea Pharmaceuticals, Inc. | COM | 1,158,082 | $7,151 萬 | 1.0% | – | – | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,387,788 | $6,979 萬 | 1.0% | – | – | 歷史 |
| CICigna Group | Stock | 280,057 | $6,770 萬 | 1.0% | – | – | 歷史 |
| SLQTSelectQuote, Inc. | COM | 2,005,054 | $5,917 萬 | 0.8% | – | – | 歷史 |
| NGNENeurogene Inc. | COM | 4,117,569 | $5,069 萬 | 0.7% | – | – | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 166,679 | $4,831 萬 | 0.7% | – | – | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 4,541,009 | $4,745 萬 | 0.7% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 130,405 | $4,681 萬 | 0.7% | – | – | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 1,857,072 | $4,665 萬 | 0.7% | – | – | 歷史 |
| ICUIIcu Medical Inc | COM | 224,154 | $4,605 萬 | 0.6% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 162,847 | $4,556 萬 | 0.6% | – | – | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 1,943,587 | $4,548 萬 | 0.6% | – | – | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 1,332,212 | $4,374 萬 | 0.6% | – | – | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,824,409 | $4,290 萬 | 0.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 114,376 | $4,256 萬 | 0.6% | – | – | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,490,568 | $3,818 萬 | 0.5% | – | – | 歷史 |
| AMEDAmedisys Inc | COM | 132,980 | $3,521 萬 | 0.5% | – | – | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,088,089 | $3,456 萬 | 0.5% | – | – | – |
| RCELAVITA Medical, Inc. | COM | 1,668,327 | $3,307 萬 | 0.5% | – | – | 歷史 |
| CTLTCatalent, Inc. | COM | 311,619 | $3,282 萬 | 0.5% | – | – | 歷史 |
| ZYMEZymeworks Inc. | COM | 985,700 | $3,113 萬 | 0.4% | – | – | 歷史 |
| PPDPPD, Inc. | COM | 821,092 | $3,107 萬 | 0.4% | – | – | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 1,842,902 | $2,479 萬 | 0.3% | – | – | 歷史 |
| IMTXImmatics N.V. | SHS | 2,082,814 | $2,335 萬 | 0.3% | – | – | 歷史 |
| ARDXArdelyx, Inc. | COM | 3,514,100 | $2,326 萬 | 0.3% | – | – | 歷史 |
| GRTSGritstone bio, Inc. | COM | 2,448,158 | $2,309 萬 | 0.3% | – | – | 歷史 |
| BVSBioventus Inc. | COM CL A | 1,500,000 | $2,292 萬 | 0.3% | – | – | 歷史 |
| Itamar Med Ltd465437101 | SPONSORED ADS | 918,900 | $2,201 萬 | 0.3% | – | – | – |
| ONEM1Life Healthcare Inc | COM | 562,314 | $2,198 萬 | 0.3% | – | – | 歷史 |
| INNVInnovAge Holding Corp. | COM | 850,000 | $2,192 萬 | 0.3% | – | – | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 3,241,603 | $2,178 萬 | 0.3% | – | – | 歷史 |
| Vesper Healthcare Acqstn Cor92538T104 | COM CL A | 1,982,749 | $2,141 萬 | 0.3% | – | – | – |
| CTSOCytosorbents Corp | COM NEW | 2,127,631 | $1,847 萬 | 0.3% | – | – | 歷史 |
| QTRXQuanterix Corp | COM | 300,000 | $1,754 萬 | 0.2% | – | – | 歷史 |
| PROFProfound Medical Corp. | COM NEW | 845,674 | $1,703 萬 | 0.2% | – | – | 歷史 |
| KAKineta, Inc. | COM | 611,003 | $1,106 萬 | 0.2% | – | – | 歷史 |
| QUREuniQure N.V. | SHS | 284,160 | $957.3 萬 | 0.1% | – | – | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 882,814 | $867.8 萬 | 0.1% | – | – | 歷史 |
| CABACabaletta Bio, Inc. | COM | 696,378 | $773.0 萬 | 0.1% | – | – | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,712,304 | $772.2 萬 | 0.1% | – | – | 歷史 |
| AYLAOld Ayala, Inc | COM | 667,816 | $728.6 萬 | 0.1% | – | – | 歷史 |
| STIMNeuronetics, Inc. | COM | 500,000 | $618.5 萬 | 0.1% | – | – | 歷史 |
| TLISTalis Biomedical Corp | COM | 400,000 | $514.0 萬 | 0.1% | – | – | 歷史 |
| APREAprea Therapeutics, Inc. | COM | 694,918 | $354.4 萬 | <0.1% | – | – | 歷史 |
| SYRSSyros Pharmaceuticals, Inc. | COM | 212,291 | $158.8 萬 | <0.1% | – | – | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 121,950 | $49.0 萬 | <0.1% | – | – | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 79,018 | $44.3 萬 | <0.1% | – | – | 歷史 |
| TCDATricida, Inc. | COM | 54,758 | $29.0 萬 | <0.1% | – | – | 歷史 |
| CSLTCastlight Health, Inc. | CL B | 10,229 | $1.50 萬 | <0.1% | – | – | 歷史 |