Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 70
- 較 2021 年第 4 季 −1
- 總值
- $32.0 億
- 較 2021 年第 4 季 −$12.0 億 (−27.2%)
| 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 | $5.02 億 | 15.7% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 22,329,386 | $2.11 億 | 6.6% | −386,700−1.7% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 515,943 | $1.63 億 | 5.1% | −5,700−1.1% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 1,970,511 | $1.61 億 | 5.0% | −86,667−4.2% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 1,815,698 | $1.21 億 | 3.8% | −5,200−0.3% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,615,030 | $1.11 億 | 3.5% | +27,300+1.1% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 7,432,429 | $1.09 億 | 3.4% | −18,600−0.2% | 減碼 | 歷史 |
| SNCEScience 37 Holdings, Inc. | COM | 19,808,234 | $1.06 億 | 3.3% | 00.0% | 不變 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,836,050 | $1.05 億 | 3.3% | −49,800−2.6% | 減碼 | 歷史 |
| SKINSkinHealth Systems Inc. | COM CL A | 5,304,505 | $8,954 萬 | 2.8% | +221,700+4.4% | 加碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,334,355 | $8,913 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,046,269 | $6,970 萬 | 2.2% | −119,317−5.5% | 減碼 | 歷史 |
| ABSIAbsci Corp | COM | 8,031,094 | $6,770 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 1,976,923 | $6,561 萬 | 2.0% | +79,700+4.2% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 441,274 | $6,357 萬 | 2.0% | +69,435+18.7% | 加碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 3,691,312 | $6,268 萬 | 2.0% | −175,200−4.5% | 減碼 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 6,245,911 | $5,803 萬 | 1.8% | −191,866−3.0% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 648,837 | $5,463 萬 | 1.7% | +287,698+79.7% | 加碼 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 9,217,945 | $4,388 萬 | 1.4% | +959,600+11.6% | 加碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 2,024,368 | $4,261 萬 | 1.3% | −222,300−9.9% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,018,784 | $4,229 萬 | 1.3% | +60,500+2.0% | 加碼 | 歷史 |
| AUGXAugmedix, Inc. | COM | 14,380,327 | $4,228 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,835,328 | $4,188 萬 | 1.3% | +126,792+7.4% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 83,162 | $4,085 萬 | 1.3% | −27,127−24.6% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 2,732,996 | $3,892 萬 | 1.2% | −56,500−2.0% | 減碼 | 歷史 |
| ONEM1Life Healthcare Inc | COM | 3,404,835 | $3,773 萬 | 1.2% | +3,404,835 | 新進 | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,203,619 | $3,235 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 271,218 | $3,154 萬 | 1.0% | +271,218 | 新進 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 3,906,770 | $3,133 萬 | 1.0% | −236,000−5.7% | 減碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 2,407,326 | $3,103 萬 | 1.0% | −40,600−1.7% | 減碼 | 歷史 |
| NVTAInvitae Corp | COM | 3,805,403 | $3,033 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NVRONevro Corp | COM | 411,017 | $2,973 萬 | 0.9% | +140,901+52.2% | 加碼 | 歷史 |
| GRTSGritstone bio, Inc. | COM | 6,871,738 | $2,831 萬 | 0.9% | +3,442,567+100.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 53,445 | $2,726 萬 | 0.9% | −51,043−48.9% | 減碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 736,175 | $2,692 萬 | 0.8% | −29,500−3.9% | 減碼 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 1,485,800 | $2,501 萬 | 0.8% | −14,200−0.9% | 減碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $2,394 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 1,150,225 | $2,314 萬 | 0.7% | −20,000−1.7% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,602,285 | $2,274 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 3,080,801 | $2,160 萬 | 0.7% | −2,700−0.1% | 減碼 | 歷史 |
| ICUIIcu Medical Inc | COM | 96,869 | $2,157 萬 | 0.7% | −123,057−56.0% | 減碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 1,954,419 | $1,835 萬 | 0.6% | −10.0% | 減碼 | 歷史 |
| BVSBioventus Inc. | COM CL A | 1,296,739 | $1,828 萬 | 0.6% | −28,400−2.1% | 減碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,471,709 | $1,826 萬 | 0.6% | −199,300−5.4% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 114,764 | $1,787 萬 | 0.6% | +16,700+17.0% | 加碼 | 歷史 |
| STLNStarling Oncology, Inc. | COM | 2,414,432 | $1,722 萬 | 0.5% | −85,568−3.4% | 減碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 748,677 | $1,646 萬 | 0.5% | +748,677 | 新進 | 歷史 |
| ALLKAllakos Inc. | COM | 2,559,975 | $1,459 萬 | 0.5% | +482,100+23.2% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 2,114,197 | $1,385 萬 | 0.4% | +1,239,800+141.8% | 加碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 772,397 | $1,305 萬 | 0.4% | −9,700−1.2% | 減碼 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,816,196 | $1,239 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDVLMedAvail Holdings, Inc. | COM | 11,075,105 | $1,076 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 4,636,648 | $1,057 萬 | 0.3% | +2,251,512+94.4% | 加碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 1,920,960 | $876.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,202,917 | $874.4 萬 | 0.3% | −26,000−0.8% | 減碼 | 歷史 |
| TKNOAlpha Teknova, Inc. | COM | 567,800 | $784.1 萬 | 0.2% | −157,200−21.7% | 減碼 | 歷史 |
| NGNENeurogene Inc. | COM | 3,465,435 | $651.5 萬 | 0.2% | −25,400−0.7% | 減碼 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 664,817 | $616.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 725,000 | $579.3 萬 | 0.2% | −1,040,692−58.9% | 減碼 | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 823,371 | $555.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 1,487,495 | $554.8 萬 | 0.2% | −210,709−12.4% | 減碼 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $472.8 萬 | 0.1% | −480,000−23.0% | 減碼 | – |
| TCRRTCR2 Therapeutics Inc. | COM | 1,094,645 | $302.1 萬 | 0.1% | −251,413−18.7% | 減碼 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $267.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 800,306 | $253.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SONXSonendo, Inc. | COM | 498,131 | $199.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AYLAOld Ayala, Inc | COM | 449,731 | $179.0 萬 | 0.1% | −218,085−32.7% | 減碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 696,377 | $141.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 266,365 | $85.0 萬 | <0.1% | −450,879−62.9% | 減碼 | 歷史 |
| EPZMEpizyme, Inc. | COM | 454,475 | $52.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（4 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。