Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 76
- 較 2022 年第 4 季 +7
- 總值
- $23.0 億
- 較 2022 年第 4 季 −$1.40 億 (−5.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FOLDAmicus Therapeutics, Inc. | COM | 18,346,861 | $2.03 億 | 8.8% | −1,902,928−9.4% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 1,913,280 | $1.53 億 | 6.6% | +16,635+0.9% | 加碼 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 4,205,206 | $1.02 億 | 4.4% | −296,905−6.6% | 減碼 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 5,582,105 | $8,624 萬 | 3.7% | +1,988,788+55.3% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2,044,389 | $7,822 萬 | 3.4% | −588,523−22.4% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 2,925,648 | $7,782 萬 | 3.4% | −952,951−24.6% | 減碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 12,957,222 | $7,386 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,410,769 | $7,143 萬 | 3.1% | −263,068−9.8% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,879,739 | $6,763 萬 | 2.9% | −97,712−4.9% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 3,811,988 | $6,732 萬 | 2.9% | −1,019,721−21.1% | 減碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 6,067,918 | $5,485 萬 | 2.4% | −108,000−1.7% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 187,992 | $5,239 萬 | 2.3% | −33,817−15.2% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 1,186,418 | $5,170 萬 | 2.2% | +80,009+7.2% | 加碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,612,094 | $4,936 萬 | 2.1% | −158,493−9.0% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 335,159 | $4,904 萬 | 2.1% | +16,214+5.1% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 130,540 | $4,864 萬 | 2.1% | −17,977−12.1% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,325,832 | $4,745 萬 | 2.1% | −1,034,582−43.8% | 減碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,334,355 | $4,581 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,061,295 | $4,105 萬 | 1.8% | −359,322−25.3% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 610,304 | $4,010 萬 | 1.7% | +610,304 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 336,048 | $3,904 萬 | 1.7% | +336,048 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 136,464 | $3,896 萬 | 1.7% | +30,584+28.9% | 加碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,145,396 | $3,453 萬 | 1.5% | +3,502,966+545.3% | 加碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 335,170 | $3,259 萬 | 1.4% | +335,170 | 新進 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 231,595 | $3,192 萬 | 1.4% | +231,595 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 449,442 | $3,115 萬 | 1.4% | +449,442 | 新進 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 1,640,725 | $3,103 萬 | 1.3% | −272,787−14.3% | 減碼 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 8,046,217 | $3,090 萬 | 1.3% | −486,600−5.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 66,398 | $3,053 萬 | 1.3% | +27,428+70.4% | 加碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 815,774 | $2,733 萬 | 1.2% | −79,200−8.8% | 減碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 1,831,608 | $2,656 萬 | 1.2% | −22,500−1.2% | 減碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 13,565,249 | $2,645 萬 | 1.1% | +5,974,400+78.7% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 52,079 | $2,528 萬 | 1.1% | +52,079 | 新進 | 歷史 |
| AUGXAugmedix, Inc. | COM | 14,380,327 | $2,502 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 3,124,226 | $2,499 萬 | 1.1% | +1,028,406+49.1% | 加碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 2,533,050 | $2,493 萬 | 1.1% | −151,346−5.6% | 減碼 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,992,843 | $2,451 萬 | 1.1% | −216,507−9.8% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 2,749,384 | $2,441 萬 | 1.1% | −251,400−8.4% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 901,932 | $2,336 萬 | 1.0% | −40,593−4.3% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 115,328 | $2,328 萬 | 1.0% | +115,328 | 新進 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,317,031 | $2,043 萬 | 0.9% | +228,900+21.0% | 加碼 | 歷史 |
| GRTSGritstone bio, Inc. | COM | 6,926,926 | $1,926 萬 | 0.8% | −4,534−0.1% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 277,351 | $1,753 萬 | 0.8% | −3,909−1.4% | 減碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $1,652 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 5,612,056 | $1,627 萬 | 0.7% | −630,700−10.1% | 減碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,120,679 | $1,616 萬 | 0.7% | −101,224−8.3% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 71,657 | $1,425 萬 | 0.6% | +71,657 | 新進 | 歷史 |
| ABSIAbsci Corp | COM | 8,031,094 | $1,405 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 900,000 | $1,371 萬 | 0.6% | +900,000 | 新進 | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,503,190 | $1,349 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 688,132 | $1,263 萬 | 0.5% | −96,700−12.3% | 減碼 | 歷史 |
| ALLKAllakos Inc. | COM | 2,286,177 | $1,017 萬 | 0.4% | −259,098−10.2% | 減碼 | 歷史 |
| MDVLMedAvail Holdings, Inc. | COM | 34,604,516 | $991.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 171,780 | $859.4 萬 | 0.4% | +171,780 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 33,496 | $778.9 萬 | 0.3% | +33,496 | 新進 | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $751.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SNCEScience 37 Holdings, Inc. | COM | 19,808,234 | $557.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GRFSGrifols SA | SP ADR REP B NVT | 720,784 | $531.2 萬 | 0.2% | +395,184+121.4% | 加碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $503.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,870,839 | $477.1 萬 | 0.2% | +370,839+24.7% | 加碼 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $344.3 萬 | 0.1% | −741,824−26.3% | 減碼 | 歷史 |
| NVTAInvitae Corp | COM | 2,280,403 | $307.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 1,487,495 | $303.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 586,977 | $265.3 萬 | 0.1% | −20,493−3.4% | 減碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 274,252 | $226.8 萬 | 0.1% | −190,000−40.9% | 減碼 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 2,552,949 | $187.9 萬 | 0.1% | −561,819−18.0% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 1,440,725 | $172.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $170.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $154.0 萬 | 0.1% | 00.0% | 不變 | – |
| NGNENeurogene Inc. | COM | 1,847,600 | $129.3 萬 | 0.1% | −2,966−0.2% | 減碼 | 歷史 |
| TKNOAlpha Teknova, Inc. | COM | 373,244 | $110.5 萬 | <0.1% | −184,855−33.1% | 減碼 | 歷史 |
| SONXSonendo, Inc. | COM | 498,131 | $99.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 658,336 | $98.8 萬 | <0.1% | −73,043−10.0% | 減碼 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 181,639 | $61.2 萬 | <0.1% | −84,726−31.8% | 減碼 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 442,653 | $50.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STLNStarling Oncology, Inc. | COM | 318,082 | $21.6 萬 | <0.1% | −1,265,076−79.9% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（4 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。