Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 71
- 較 2022 年第 1 季 +1
- 總值
- $26.2 億
- 較 2022 年第 1 季 −$5.85 億 (−18.2%)
| 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 | $3.21 億 | 12.3% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 22,158,891 | $2.38 億 | 9.1% | −170,495−0.8% | 減碼 | 歷史 |
| SGENSeagen Inc. | COM | 854,013 | $1.51 億 | 5.8% | +412,739+93.5% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 385,818 | $1.46 億 | 5.6% | −130,125−25.2% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 1,898,545 | $1.25 億 | 4.8% | +82,847+4.6% | 加碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 1,623,762 | $1.01 億 | 3.9% | −346,749−17.6% | 減碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 913,319 | $7,285 萬 | 2.8% | +913,319 | 新進 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,849,887 | $7,161 萬 | 2.7% | +13,837+0.8% | 加碼 | 歷史 |
| SKINSkinHealth Systems Inc. | COM CL A | 5,186,348 | $6,670 萬 | 2.5% | −118,157−2.2% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 3,645,309 | $6,372 萬 | 2.4% | −46,003−1.2% | 減碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,334,355 | $6,012 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 7,512,029 | $5,972 萬 | 2.3% | +79,600+1.1% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,070,288 | $5,582 萬 | 2.1% | +24,019+1.2% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 651,447 | $5,512 萬 | 2.1% | +2,610+0.4% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,607,130 | $5,133 萬 | 2.0% | −7,900−0.3% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,639,344 | $4,987 萬 | 1.9% | +1,639,344 | 新進 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 2,004,663 | $4,952 萬 | 1.9% | +27,740+1.4% | 加碼 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 6,242,756 | $4,863 萬 | 1.9% | −3,155−0.1% | 減碼 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 9,141,045 | $4,114 萬 | 1.6% | −76,900−0.8% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 83,987 | $4,053 萬 | 1.5% | +825+1.0% | 加碼 | 歷史 |
| SNCEScience 37 Holdings, Inc. | COM | 19,808,234 | $3,982 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| MDVLMedAvail Holdings, Inc. | COM | 25,192,751 | $3,855 萬 | 1.5% | +14,117,646+127.5% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,006,684 | $3,810 萬 | 1.5% | −12,100−0.4% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 2,720,996 | $3,807 萬 | 1.5% | −12,000−0.4% | 減碼 | 歷史 |
| ONEM1Life Healthcare Inc | COM | 4,521,825 | $3,545 萬 | 1.4% | +1,116,990+32.8% | 加碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,833,547 | $2,802 萬 | 1.1% | −1,781−0.1% | 減碼 | 歷史 |
| ABSIAbsci Corp | COM | 8,031,094 | $2,666 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 1,993,268 | $2,633 萬 | 1.0% | −31,100−1.5% | 減碼 | 歷史 |
| AUGXAugmedix, Inc. | COM | 14,380,327 | $2,589 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 300,000 | $2,486 萬 | 0.9% | +300,000 | 新進 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 3,069,001 | $2,458 萬 | 0.9% | −11,800−0.4% | 減碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 1,954,419 | $2,381 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $2,282 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,383,619 | $2,275 萬 | 0.9% | +180,000+15.0% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 3,835,818 | $2,033 萬 | 0.8% | +1,721,621+81.4% | 加碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 736,175 | $1,999 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 1,430,917 | $1,882 萬 | 0.7% | +766,100+115.2% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 3,403,926 | $1,869 萬 | 0.7% | +996,600+41.4% | 加碼 | 歷史 |
| NVRONevro Corp | COM | 405,517 | $1,777 萬 | 0.7% | −5,500−1.3% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 1,115,825 | $1,764 萬 | 0.7% | −34,400−3.0% | 減碼 | 歷史 |
| GRTSGritstone bio, Inc. | COM | 6,952,760 | $1,683 萬 | 0.6% | +81,022+1.2% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,587,285 | $1,500 萬 | 0.6% | −15,000−0.9% | 減碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 817,832 | $1,493 萬 | 0.6% | +69,155+9.2% | 加碼 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 1,518,900 | $1,461 萬 | 0.6% | +33,100+2.2% | 加碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 93,264 | $1,455 萬 | 0.6% | −21,500−18.7% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,503,190 | $1,321 萬 | 0.5% | +300,273+9.4% | 加碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,471,709 | $1,125 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 187,460 | $1,110 萬 | 0.4% | −83,758−30.9% | 減碼 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 2,088,639 | $944.1 萬 | 0.4% | −1,818,131−46.5% | 減碼 | 歷史 |
| NVTAInvitae Corp | COM | 3,805,403 | $928.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BVSBioventus Inc. | COM CL A | 1,306,339 | $890.9 萬 | 0.3% | +9,600+0.7% | 加碼 | 歷史 |
| STLNStarling Oncology, Inc. | COM | 1,736,116 | $878.5 萬 | 0.3% | −678,316−28.1% | 減碼 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,816,196 | $805.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 2,545,275 | $796.7 萬 | 0.3% | −14,700−0.6% | 減碼 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 4,562,248 | $743.6 萬 | 0.3% | −74,400−1.6% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 1,920,960 | $630.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 766,797 | $620.3 萬 | 0.2% | −5,600−0.7% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 206,113 | $600.2 萬 | 0.2% | +206,113 | 新進 | 歷史 |
| TKNOAlpha Teknova, Inc. | COM | 567,800 | $477.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $405.2 萬 | 0.2% | 00.0% | 不變 | – |
| IMTXImmatics N.V. | SHS | 449,661 | $391.7 萬 | 0.1% | −275,339−38.0% | 減碼 | 歷史 |
| NGNENeurogene Inc. | COM | 3,436,935 | $354.0 萬 | 0.1% | −28,500−0.8% | 減碼 | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 823,371 | $321.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 1,094,645 | $317.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 1,487,495 | $273.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $161.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 800,306 | $143.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SONXSonendo, Inc. | COM | 498,131 | $85.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 696,377 | $73.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 266,365 | $58.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AYLAOld Ayala, Inc | COM | 341,030 | $37.2 萬 | <0.1% | −108,701−24.2% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（3 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。