Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 69
- 較 2022 年第 3 季 −1
- 總值
- $24.4 億
- 較 2022 年第 3 季 −$1.33 億 (−5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FOLDAmicus Therapeutics, Inc. | COM | 20,249,789 | $2.47 億 | 10.1% | −1,469,402−6.8% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 1,896,645 | $1.50 億 | 6.1% | −2,900−0.2% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2,632,912 | $1.44 億 | 5.9% | +1,041,827+65.5% | 加碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 4,831,709 | $1.31 億 | 5.4% | +1,186,400+32.5% | 加碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 12,957,222 | $1.31 億 | 5.3% | 00.0% | 不變 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 4,502,111 | $9,639 萬 | 3.9% | +1,102,211+32.4% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 2,360,414 | $9,307 萬 | 3.8% | −10,200−0.4% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,977,451 | $8,813 萬 | 3.6% | −7,700−0.4% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 3,878,599 | $7,497 萬 | 3.1% | −629,605−14.0% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,770,587 | $6,925 萬 | 2.8% | −2,400−0.1% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,673,837 | $6,674 萬 | 2.7% | −202,800−7.0% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 1,106,409 | $6,145 萬 | 2.5% | −429,953−28.0% | 減碼 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 3,593,317 | $5,889 萬 | 2.4% | +620,288+20.9% | 加碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,334,355 | $5,672 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 148,517 | $5,626 萬 | 2.3% | −131,509−47.0% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 318,945 | $5,081 萬 | 2.1% | +237,481+291.5% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 221,809 | $4,934 萬 | 2.0% | +43,017+24.1% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 6,175,918 | $4,854 萬 | 2.0% | +410,100+7.1% | 加碼 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 1,913,512 | $4,340 萬 | 1.8% | −3,700−0.2% | 減碼 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 8,532,817 | $4,232 萬 | 1.7% | −15,328−0.2% | 減碼 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 2,209,350 | $4,105 萬 | 1.7% | +2,209,350 | 新進 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 2,684,396 | $3,949 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| ONEM1Life Healthcare Inc | COM | 2,326,625 | $3,888 萬 | 1.6% | −1,761,000−43.1% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,000,784 | $3,295 萬 | 1.3% | −5,900−0.2% | 減碼 | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,420,617 | $3,056 萬 | 1.2% | +359,322+33.9% | 加碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 894,974 | $2,935 萬 | 1.2% | −470,026−34.4% | 減碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 7,590,849 | $2,915 萬 | 1.2% | +78,820+1.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 105,880 | $2,589 萬 | 1.1% | −51,441−32.7% | 減碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 1,854,108 | $2,507 萬 | 1.0% | −100,311−5.1% | 減碼 | 歷史 |
| GRTSGritstone bio, Inc. | COM | 6,931,460 | $2,391 萬 | 1.0% | −21,300−0.3% | 減碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,221,903 | $2,364 萬 | 1.0% | −283,223−18.8% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 281,260 | $2,307 萬 | 0.9% | −1,200−0.4% | 減碼 | 歷史 |
| AUGXAugmedix, Inc. | COM | 14,380,327 | $2,243 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 2,545,275 | $2,143 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 6,242,756 | $2,048 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 38,970 | $1,999 萬 | 0.8% | −31,517−44.7% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,088,131 | $1,931 萬 | 0.8% | +1,088,131 | 新進 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 2,095,820 | $1,897 萬 | 0.8% | −1,044,206−33.3% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,503,190 | $1,811 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 942,525 | $1,694 萬 | 0.7% | −4,300−0.5% | 減碼 | 歷史 |
| ABSIAbsci Corp | COM | 8,031,094 | $1,687 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 784,832 | $1,554 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 625,000 | $1,489 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $1,293 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MDVLMedAvail Holdings, Inc. | COM | 34,604,516 | $1,037 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 266,187 | $1,005 萬 | 0.4% | −141,472−34.7% | 減碼 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,816,196 | $985.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $978.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SNCEScience 37 Holdings, Inc. | COM | 19,808,234 | $822.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 607,470 | $684.6 萬 | 0.3% | −144,627−19.2% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 642,430 | $593.0 萬 | 0.2% | −193,400−23.1% | 減碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $582.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 464,252 | $429.4 萬 | 0.2% | −232,125−33.3% | 減碼 | 歷史 |
| NVTAInvitae Corp | COM | 2,280,403 | $424.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,500,000 | $376.5 萬 | 0.2% | −370,839−19.8% | 減碼 | 歷史 |
| TKNOAlpha Teknova, Inc. | COM | 558,099 | $314.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 1,487,495 | $307.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GRFSGrifols SA | SP ADR REP B NVT | 325,600 | $276.8 萬 | 0.1% | +325,600 | 新進 | 歷史 |
| STLNStarling Oncology, Inc. | COM | 1,583,158 | $261.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 3,114,768 | $252.3 萬 | 0.1% | −1,447,480−31.7% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 1,440,725 | $216.1 萬 | 0.1% | −480,235−25.0% | 減碼 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $144.7 萬 | 0.1% | 00.0% | 不變 | – |
| SONXSonendo, Inc. | COM | 498,131 | $141.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BVSBioventus Inc. | COM CL A | 535,950 | $139.9 萬 | 0.1% | −763,189−58.7% | 減碼 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $139.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 1,850,566 | $94.2 萬 | <0.1% | −1,586,369−46.2% | 減碼 | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 731,379 | $73.1 萬 | <0.1% | −363,266−33.2% | 減碼 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 266,365 | $41.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 442,653 | $35.4 萬 | <0.1% | −357,653−44.7% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（4 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。