Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 77
- 較 2023 年第 4 季 +7
- 總值
- $27.2 億
- 較 2023 年第 4 季 −$7,139 萬 (−2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KRYSKrystal Biotech, Inc. | COM | 1,508,250 | $2.68 億 | 9.8% | −224,939−13.0% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 13,257,286 | $1.56 億 | 5.7% | −1,571,035−10.6% | 減碼 | 歷史 |
| IMNMImmunome Inc. | COM | 4,889,554 | $1.21 億 | 4.4% | +1,010,139+26.0% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 6,419,610 | $1.14 億 | 4.2% | +17,105+0.3% | 加碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 13,169,057 | $9,666 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 4,551,556 | $9,590 萬 | 3.5% | +790,866+21.0% | 加碼 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 5,296,643 | $8,332 萬 | 3.1% | +495,103+10.3% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 1,734,089 | $6,971 萬 | 2.6% | −89,867−4.9% | 減碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 15,269,217 | $6,856 萬 | 2.5% | −59,100−0.4% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 5,073,049 | $6,849 萬 | 2.5% | +2,447,543+93.2% | 加碼 | 歷史 |
| AUGXAugmedix, Inc. | COM | 16,380,327 | $6,700 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 4,483,016 | $6,590 萬 | 2.4% | +1,226,497+37.7% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,163,241 | $6,362 萬 | 2.3% | −281,124−19.5% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,879,617 | $6,210 萬 | 2.3% | +449,834+31.5% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 5,560,798 | $5,850 萬 | 2.1% | −229,432−4.0% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 1,037,780 | $5,805 萬 | 2.1% | −99,288−8.7% | 減碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,615,489 | $5,020 萬 | 1.8% | −4,425−0.1% | 減碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 4,326,509 | $4,824 萬 | 1.8% | +667,245+18.2% | 加碼 | 歷史 |
| NGNENeurogene Inc. | COM | 935,252 | $4,760 萬 | 1.7% | −11,645−1.2% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,858,702 | $4,695 萬 | 1.7% | +749,226+67.5% | 加碼 | 歷史 |
| ABSIAbsci Corp | COM | 8,253,316 | $4,688 萬 | 1.7% | +222,222+2.8% | 加碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 3,097,220 | $4,615 萬 | 1.7% | +400,572+14.9% | 加碼 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 2,027,669 | $4,380 萬 | 1.6% | +2,027,669 | 新進 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 922,678 | $4,049 萬 | 1.5% | −13,185−1.4% | 減碼 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 1,261,427 | $4,019 萬 | 1.5% | +1,261,427 | 新進 | 歷史 |
| ANNXAnnexon, Inc. | COM | 5,503,190 | $3,946 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 560,926 | $3,842 萬 | 1.4% | −132,274−19.1% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 896,454 | $3,762 萬 | 1.4% | −97,349−9.8% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 552,506 | $3,658 萬 | 1.3% | +552,506 | 新進 | 歷史 |
| CTLTCatalent, Inc. | COM | 632,464 | $3,570 萬 | 1.3% | −468,002−42.5% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 969,621 | $3,133 萬 | 1.1% | −7,451−0.8% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 3,729,983 | $3,047 萬 | 1.1% | −135,275−3.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 262,371 | $2,982 萬 | 1.1% | −3,129−1.2% | 減碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,072,478 | $2,965 萬 | 1.1% | +100,936+3.4% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 87,255 | $2,861 萬 | 1.1% | +37,173+74.2% | 加碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 3,962,602 | $2,663 萬 | 1.0% | +1,048,580+36.0% | 加碼 | 歷史 |
| ETNB89bio, Inc. | COM | 2,264,566 | $2,636 萬 | 1.0% | +295,164+15.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 65,435 | $2,377 萬 | 0.9% | +65,435 | 新進 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 679,172 | $2,227 萬 | 0.8% | −156,365−18.7% | 減碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,604,515 | $2,131 萬 | 0.8% | −114,154−6.6% | 減碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 1,283,735 | $1,819 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 52,487 | $1,751 萬 | 0.6% | −13,613−20.6% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 31,223 | $1,619 萬 | 0.6% | +8,144+35.3% | 加碼 | 歷史 |
| ARDXArdelyx, Inc. | COM | 2,194,560 | $1,602 萬 | 0.6% | +2,194,560 | 新進 | 歷史 |
| BOLDBoundless Bio, Inc. | COM | 1,114,034 | $1,587 萬 | 0.6% | +1,114,034 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 43,246 | $1,548 萬 | 0.6% | −9,895−18.6% | 減碼 | 歷史 |
| GRTSGritstone bio, Inc. | COM | 5,755,075 | $1,479 萬 | 0.5% | −117,530−2.0% | 減碼 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 2,074,350 | $1,452 萬 | 0.5% | +750,000+56.6% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 36,949 | $1,241 萬 | 0.5% | +36,949 | 新進 | 歷史 |
| PGNYProgyny, Inc. | COM | 320,864 | $1,224 萬 | 0.4% | +320,864 | 新進 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 2,164,126 | $1,190 萬 | 0.4% | +1,956,923+944.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 29,546 | $1,179 萬 | 0.4% | −24,712−45.5% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 161,600 | $1,133 萬 | 0.4% | +161,600 | 新進 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 83,849 | $1,116 萬 | 0.4% | +83,849 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 20,707 | $1,112 萬 | 0.4% | +20,707 | 新進 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $1,103 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ELANElanco Animal Health Inc | COM | 676,039 | $1,101 萬 | 0.4% | +676,039 | 新進 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 113,060 | $1,072 萬 | 0.4% | +113,060 | 新進 | 歷史 |
| PENPenumbra Inc | COM | 44,613 | $995.7 萬 | 0.4% | −50,629−53.2% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 2,016,302 | $949.7 萬 | 0.3% | −132,446−6.2% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 155,000 | $911.1 萬 | 0.3% | +155,000 | 新進 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 3,308,798 | $863.6 萬 | 0.3% | −93,645−2.8% | 減碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 442,826 | $755.5 萬 | 0.3% | −931,363−67.8% | 減碼 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $690.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 9,263,309 | $642.9 萬 | 0.2% | +156,863+1.7% | 加碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 1,440,725 | $639.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 662,398 | $594.8 萬 | 0.2% | +295,622+80.6% | 加碼 | 歷史 |
| ACIUAC Immune SA | SHS | 2,007,031 | $594.1 萬 | 0.2% | +7,031+0.4% | 加碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 114,341 | $582.0 萬 | 0.2% | +114,341 | 新進 | 歷史 |
| ALLKAllakos Inc. | COM | 3,451,076 | $434.8 萬 | 0.2% | −219,371−6.0% | 減碼 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $231.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $201.0 萬 | 0.1% | 00.0% | 不變 | – |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $144.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 715,607 | $113.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LABStandard Biotools Inc. | COM | 411,631 | $111.6 萬 | <0.1% | +411,631 | 新進 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 1,063,769 | $75.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TKNOAlpha Teknova, Inc. | COM | 171,453 | $43.4 萬 | <0.1% | +10,448+6.5% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（9 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IMGNImmunoGen, Inc. | COM | 16,423,922 | $4.87 億 | 17.4% | 歷史 |
| RYZBRayzeBio, Inc. | COM | 1,857,706 | $1.15 億 | 4.1% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 142,500 | $6,773 萬 | 2.4% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 86,782 | $2,052 萬 | 0.7% | 歷史 |
| SNCEScience 37 Holdings, Inc. | COM NEW | 990,412 | $528.9 萬 | 0.2% | 歷史 |
| MDVLMedAvail Holdings, Inc. | COM NEW | 692,082 | $305.2 萬 | 0.1% | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 370,839 | $93.8 萬 | <0.1% | 歷史 |
| NVTAInvitae Corp | COM | 1,474,026 | $92.4 萬 | <0.1% | 歷史 |
| BCELAtreca, Inc. | CL A COM | 442,653 | $5.84 萬 | <0.1% | 歷史 |