Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 70
- 較 2022 年第 2 季 −1
- 總值
- $25.8 億
- 較 2022 年第 2 季 −$4,077 萬 (−1.6%)
| 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 | $2.90 億 | 11.3% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 21,719,191 | $2.27 億 | 8.8% | −439,700−2.0% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 1,899,545 | $1.32 億 | 5.1% | +1,000+0.1% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 280,026 | $9,886 萬 | 3.8% | −105,792−27.4% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 4,508,204 | $9,418 萬 | 3.7% | +1,439,203+46.9% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 2,370,614 | $8,558 萬 | 3.3% | +731,270+44.6% | 加碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,772,987 | $8,447 萬 | 3.3% | −76,900−4.2% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 1,536,362 | $7,800 萬 | 3.0% | −87,400−5.4% | 減碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,334,355 | $7,582 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| ONEM1Life Healthcare Inc | COM | 4,087,625 | $7,010 萬 | 2.7% | −434,200−9.6% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 3,645,309 | $6,295 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,876,637 | $6,262 萬 | 2.4% | +269,507+10.3% | 加碼 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 3,399,900 | $6,099 萬 | 2.4% | +1,881,000+123.8% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,985,151 | $5,580 萬 | 2.2% | −85,137−4.1% | 減碼 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 2,973,029 | $5,500 萬 | 2.1% | +1,542,112+107.8% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,591,085 | $5,418 萬 | 2.1% | +3,800+0.2% | 加碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,505,126 | $5,170 萬 | 2.0% | −328,421−17.9% | 減碼 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 1,917,212 | $5,067 萬 | 2.0% | −87,451−4.4% | 減碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,365,000 | $4,765 萬 | 1.8% | +1,365,000 | 新進 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 8,548,145 | $4,086 萬 | 1.6% | −592,900−6.5% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,006,684 | $3,918 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 7,512,029 | $3,621 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 5,765,818 | $3,546 萬 | 1.4% | +1,930,000+50.3% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 178,792 | $3,390 萬 | 1.3% | +178,792 | 新進 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 2,684,396 | $3,256 萬 | 1.3% | −36,600−1.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 70,487 | $3,202 萬 | 1.2% | −13,500−16.1% | 減碼 | 歷史 |
| SNCEScience 37 Holdings, Inc. | COM | 19,808,234 | $3,189 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 525,575 | $3,187 萬 | 1.2% | −210,600−28.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 157,321 | $3,186 萬 | 1.2% | +157,321 | 新進 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 1,954,419 | $3,080 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| MDVLMedAvail Holdings, Inc. | COM | 34,604,516 | $2,685 萬 | 1.0% | +9,411,765+37.4% | 加碼 | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,061,295 | $2,602 萬 | 1.0% | −322,324−23.3% | 減碼 | 歷史 |
| ABSIAbsci Corp | COM | 8,031,094 | $2,514 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SKINSkinHealth Systems Inc. | COM CL A | 2,109,564 | $2,487 萬 | 1.0% | −3,076,784−59.3% | 減碼 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 6,242,756 | $2,360 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CNCCentene Corp | Stock | 282,460 | $2,198 萬 | 0.9% | −368,987−56.6% | 減碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 3,140,026 | $2,176 萬 | 0.8% | −263,900−7.8% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,503,190 | $2,165 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AUGXAugmedix, Inc. | COM | 14,380,327 | $2,085 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 784,832 | $1,888 萬 | 0.7% | −33,000−4.0% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 407,659 | $1,803 萬 | 0.7% | +407,659 | 新進 | 歷史 |
| GRTSGritstone bio, Inc. | COM | 6,952,760 | $1,787 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 946,825 | $1,604 萬 | 0.6% | −169,000−15.1% | 減碼 | 歷史 |
| ALLKAllakos Inc. | COM | 2,545,275 | $1,558 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $1,517 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $1,505 萬 | 0.6% | +1,084,598+131.7% | 加碼 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,816,196 | $1,287 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 625,000 | $1,233 萬 | 0.5% | +625,000 | 新進 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 81,464 | $1,086 萬 | 0.4% | −11,800−12.7% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 835,830 | $1,073 萬 | 0.4% | −1,157,438−58.1% | 減碼 | 歷史 |
| BVSBioventus Inc. | COM CL A | 1,299,139 | $909.4 萬 | 0.4% | −7,200−0.6% | 減碼 | 歷史 |
| CUTRCutera Inc | COM | 194,573 | $887.3 萬 | 0.3% | +194,573 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 16,961 | $822.9 萬 | 0.3% | +16,961 | 新進 | 歷史 |
| STLNStarling Oncology, Inc. | COM | 1,583,158 | $733.0 萬 | 0.3% | −152,958−8.8% | 減碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 752,097 | $719.8 萬 | 0.3% | −14,700−1.9% | 減碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $678.9 萬 | 0.3% | −440,700−12.7% | 減碼 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 4,562,248 | $611.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 1,920,960 | $601.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVTAInvitae Corp | COM | 2,280,403 | $561.0 萬 | 0.2% | −1,525,000−40.1% | 減碼 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,870,839 | $542.5 萬 | 0.2% | −217,800−10.4% | 減碼 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $363.4 萬 | 0.1% | 00.0% | 不變 | – |
| STXSStereotaxis, Inc. | COM NEW | 1,487,495 | $267.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 3,436,935 | $220.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 1,094,645 | $197.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TKNOAlpha Teknova, Inc. | COM | 558,099 | $186.4 萬 | 0.1% | −9,701−1.7% | 減碼 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $163.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 800,306 | $125.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONXSonendo, Inc. | COM | 498,131 | $53.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 696,377 | $45.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 266,365 | $36.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（8 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 854,013 | $1.51 億 | 5.8% | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 913,319 | $7,285 萬 | 2.8% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 300,000 | $2,486 萬 | 0.9% | 歷史 |
| NVRONevro Corp | COM | 405,517 | $1,777 萬 | 0.7% | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 187,460 | $1,110 萬 | 0.4% | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 206,113 | $600.2 萬 | 0.2% | 歷史 |
| IMTXImmatics N.V. | SHS | 449,661 | $391.7 萬 | 0.1% | 歷史 |
| AYLAOld Ayala, Inc | COM | 341,030 | $37.2 萬 | <0.1% | 歷史 |