Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 72
- 較 2023 年第 1 季 −4
- 總值
- $26.1 億
- 較 2023 年第 1 季 +$3.01 億 (+13.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IMGNImmunoGen, Inc. | COM | 17,730,417 | $3.35 億 | 12.8% | +9,684,200+120.4% | 加碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 2,566,661 | $3.01 億 | 11.6% | +653,381+34.1% | 加碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 19,566,961 | $2.46 億 | 9.4% | +1,220,100+6.7% | 加碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 4,420,533 | $1.03 億 | 3.9% | +608,545+16.0% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,811,672 | $8,459 萬 | 3.2% | −232,717−11.4% | 減碼 | 歷史 |
| AUGXAugmedix, Inc. | COM | 15,630,327 | $7,518 萬 | 2.9% | +1,250,000+8.7% | 加碼 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 4,878,566 | $6,869 萬 | 2.6% | −703,539−12.6% | 減碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 13,124,427 | $6,247 萬 | 2.4% | +167,205+1.3% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,696,004 | $5,755 萬 | 2.2% | −183,735−9.8% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 1,100,492 | $5,660 萬 | 2.2% | −85,926−7.2% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 1,162,166 | $5,039 萬 | 1.9% | +551,862+90.4% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 5,661,230 | $4,891 萬 | 1.9% | −406,688−6.7% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 2,678,099 | $4,853 萬 | 1.9% | −247,549−8.5% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 138,970 | $4,781 萬 | 1.8% | −49,022−26.1% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,485,199 | $4,742 萬 | 1.8% | −126,895−7.9% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,120,476 | $4,314 萬 | 1.7% | −205,356−15.5% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 1,868,507 | $4,296 萬 | 1.6% | −542,262−22.5% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 489,208 | $4,240 萬 | 1.6% | +154,038+46.0% | 加碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 341,882 | $4,238 萬 | 1.6% | +6,723+2.0% | 加碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 3,955,188 | $4,204 萬 | 1.6% | −190,208−4.6% | 減碼 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 2,026,576 | $4,051 萬 | 1.6% | +385,851+23.5% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 289,161 | $3,716 萬 | 1.4% | −46,887−14.0% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,921,152 | $3,644 萬 | 1.4% | +604,121+45.9% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 78,313 | $3,479 萬 | 1.3% | +11,915+17.9% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 4,403,840 | $3,320 萬 | 1.3% | +1,279,614+41.0% | 加碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 940,493 | $3,085 萬 | 1.2% | +124,719+15.3% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 14,049,935 | $3,021 萬 | 1.2% | +484,686+3.6% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 2,857,309 | $2,854 萬 | 1.1% | +107,925+3.9% | 加碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 2,971,542 | $2,743 萬 | 1.1% | −362,813−10.9% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 85,899 | $2,621 萬 | 1.0% | −50,565−37.1% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 2,428,335 | $2,569 萬 | 1.0% | −104,715−4.1% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 2,053,333 | $2,431 萬 | 0.9% | +2,053,333 | 新進 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 114,351 | $2,404 萬 | 0.9% | −977−0.8% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 151,372 | $2,204 萬 | 0.8% | +151,372 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 94,409 | $2,122 萬 | 0.8% | +22,752+31.8% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 391,178 | $2,116 萬 | 0.8% | +219,398+127.7% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 46,310 | $2,071 萬 | 0.8% | −5,769−11.1% | 減碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,061,960 | $1,991 萬 | 0.8% | −58,719−5.2% | 減碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 1,311,572 | $1,986 萬 | 0.8% | −520,036−28.4% | 減碼 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,324,350 | $1,940 萬 | 0.7% | −668,493−33.5% | 減碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 1,370,299 | $1,769 萬 | 0.7% | +1,096,047+399.6% | 加碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,619,914 | $1,753 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 761,955 | $1,444 萬 | 0.6% | −138,045−15.3% | 減碼 | 歷史 |
| GRTSGritstone bio, Inc. | COM | 6,860,226 | $1,338 萬 | 0.5% | −66,700−1.0% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,503,190 | $1,233 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABSIAbsci Corp | COM | 8,031,094 | $1,221 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 2,283,594 | $995.6 萬 | 0.4% | −2,583−0.1% | 減碼 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 6,373,898 | $975.2 萬 | 0.4% | +4,886,403+328.5% | 加碼 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 6,048,123 | $973.7 萬 | 0.4% | +436,067+7.8% | 加碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 1,283,289 | $963.8 萬 | 0.4% | +696,312+118.6% | 加碼 | 歷史 |
| MDVLMedAvail Holdings, Inc. | COM | 34,604,516 | $848.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 431,919 | $807.7 萬 | 0.3% | −256,213−37.2% | 減碼 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 364,493 | $761.8 萬 | 0.3% | +364,493 | 新進 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 218,169 | $706.4 萬 | 0.3% | −683,763−75.8% | 減碼 | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $648.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 213,432 | $646.7 萬 | 0.2% | +213,432 | 新進 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,698,626 | $558.8 萬 | 0.2% | +1,698,626 | 新進 | 歷史 |
| GRFSGrifols SA | SP ADR REP B NVT | 600,684 | $550.2 萬 | 0.2% | −120,100−16.7% | 減碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $545.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,870,839 | $432.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $421.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SNCEScience 37 Holdings, Inc. | COM | 19,808,234 | $420.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 3,288,469 | $289.4 萬 | 0.1% | +735,520+28.8% | 加碼 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $274.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVTAInvitae Corp | COM | 2,280,403 | $257.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 2,912,228 | $241.7 萬 | 0.1% | +1,064,628+57.6% | 加碼 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $152.0 萬 | 0.1% | 00.0% | 不變 | – |
| IVVDInvivyd, Inc. | COM | 1,440,725 | $151.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TKNOAlpha Teknova, Inc. | COM | 308,852 | $82.5 萬 | <0.1% | −64,392−17.3% | 減碼 | 歷史 |
| SONXSonendo, Inc. | COM | 498,131 | $67.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 715,607 | $66.2 萬 | <0.1% | +715,607 | 新進 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 442,653 | $43.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（10 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ISEEIVERIC bio, Inc. | COM | 4,205,206 | $1.02 億 | 4.4% | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 130,540 | $4,864 萬 | 2.1% | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,061,295 | $4,105 萬 | 1.8% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 231,595 | $3,192 萬 | 1.4% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 449,442 | $3,115 萬 | 1.4% | 歷史 |
| CNCCentene Corp | Stock | 277,351 | $1,753 萬 | 0.8% | 歷史 |
| ILMNIllumina, Inc. | COM | 33,496 | $778.9 萬 | 0.3% | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 658,336 | $98.8 萬 | <0.1% | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 181,639 | $61.2 萬 | <0.1% | 歷史 |
| STLNStarling Oncology, Inc. | COM | 318,082 | $21.6 萬 | <0.1% | 歷史 |