Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 63
- 較 2024 年第 1 季 −14
- 總值
- $16.5 億
- 較 2024 年第 1 季 −$10.7 億 (−39.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KRYSKrystal Biotech, Inc. | COM | 1,021,078 | $1.88 億 | 11.3% | −487,172−32.3% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 10,595,089 | $1.05 億 | 6.4% | −2,662,197−20.1% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 4,423,616 | $9,232 萬 | 5.6% | −59,400−1.3% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,721,054 | $6,378 萬 | 3.9% | −351,995−6.9% | 減碼 | 歷史 |
| IMNMImmunome Inc. | COM | 4,889,554 | $5,916 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 4,569,802 | $5,347 萬 | 3.2% | +18,246+0.4% | 加碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 929,506 | $5,096 萬 | 3.1% | −108,274−10.4% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 5,562,096 | $5,006 萬 | 3.0% | +1,832,113+49.1% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 15,269,217 | $4,825 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 1,579,275 | $4,714 萬 | 2.9% | −154,814−8.9% | 減碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 5,453,083 | $4,542 萬 | 2.7% | −966,527−15.1% | 減碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 5,211,037 | $4,435 萬 | 2.7% | −349,761−6.3% | 減碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 13,169,057 | $4,319 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 4,799,973 | $4,046 萬 | 2.4% | +837,371+21.1% | 加碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,703,061 | $3,990 萬 | 2.4% | −176,556−9.4% | 減碼 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 2,014,296 | $3,827 萬 | 2.3% | −13,373−0.7% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,614,473 | $3,788 萬 | 2.3% | −244,229−13.1% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,087,576 | $3,775 萬 | 2.3% | −75,665−6.5% | 減碼 | 歷史 |
| NGNENeurogene Inc. | COM | 1,013,663 | $3,689 萬 | 2.2% | +78,411+8.4% | 加碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 3,209,591 | $3,450 萬 | 2.1% | +112,371+3.6% | 加碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 595,570 | $3,349 萬 | 2.0% | −36,894−5.8% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 6,427,462 | $3,149 萬 | 1.9% | +924,272+16.8% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 390,253 | $3,005 萬 | 1.8% | −170,673−30.4% | 減碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 759,516 | $2,667 萬 | 1.6% | −163,162−17.7% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 718,723 | $2,660 萬 | 1.6% | −177,731−19.8% | 減碼 | 歷史 |
| ABSIAbsci Corp | COM | 8,253,316 | $2,542 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 552,506 | $2,525 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 4,036,451 | $2,434 萬 | 1.5% | −290,058−6.7% | 減碼 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 1,073,435 | $2,253 萬 | 1.4% | −187,992−14.9% | 減碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,615,489 | $2,168 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,072,478 | $2,111 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 720,177 | $1,901 萬 | 1.1% | −249,444−25.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 39,843 | $1,772 萬 | 1.1% | +10,297+34.9% | 加碼 | 歷史 |
| AUGXAugmedix, Inc. | COM | 16,380,327 | $1,441 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 1,745,656 | $1,398 萬 | 0.8% | −518,910−22.9% | 減碼 | 歷史 |
| ARDXArdelyx, Inc. | COM | 1,881,501 | $1,394 萬 | 0.8% | −313,059−14.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 39,483 | $1,343 萬 | 0.8% | −3,763−8.7% | 減碼 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 2,074,350 | $1,066 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 94,405 | $1,017 萬 | 0.6% | −18,655−16.5% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 213,024 | $968.0 萬 | 0.6% | +98,683+86.3% | 加碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $885.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 560,971 | $799.4 萬 | 0.5% | −722,764−56.3% | 減碼 | 歷史 |
| ACIUAC Immune SA | SHS | 1,807,704 | $721.3 萬 | 0.4% | −199,327−9.9% | 減碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,463,406 | $714.1 萬 | 0.4% | −141,109−8.8% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 1,942,555 | $641.0 萬 | 0.4% | −73,747−3.7% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 111,867 | $606.1 萬 | 0.4% | −49,733−30.8% | 減碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 2,164,126 | $499.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BOLDBoundless Bio, Inc. | COM | 1,034,583 | $400.4 萬 | 0.2% | −79,451−7.1% | 減碼 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM NEW | 452,270 | $384.4 萬 | 0.2% | +81,738+22.1% | 加碼依 1 比 25 拆股換算 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 2,108,219 | $383.7 萬 | 0.2% | −1,200,579−36.3% | 減碼 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $373.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 3,065,714 | $337.2 萬 | 0.2% | +1,624,989+112.8% | 加碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 442,826 | $331.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GRTSGritstone bio, Inc. | COM | 5,107,732 | $315.6 萬 | 0.2% | −647,343−11.2% | 減碼 | 歷史 |
| ALLKAllakos Inc. | COM | 3,077,828 | $307.8 萬 | 0.2% | −373,248−10.8% | 減碼 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $235.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 536,682 | $163.7 萬 | 0.1% | −125,716−19.0% | 減碼 | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $138.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $131.1 萬 | 0.1% | 00.0% | 不變 | – |
| LABStandard Biotools Inc. | COM | 411,631 | $72.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 715,607 | $69.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 1,063,769 | $63.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TKNOAlpha Teknova, Inc. | COM | 154,509 | $21.2 萬 | <0.1% | −16,944−9.9% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（14 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 5,296,643 | $8,332 萬 | 3.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 262,371 | $2,982 萬 | 1.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 87,255 | $2,861 萬 | 1.1% | 歷史 |
| CICigna Group | Stock | 65,435 | $2,377 萬 | 0.9% | 歷史 |
| EVHEvolent Health, Inc. | CL A | 679,172 | $2,227 萬 | 0.8% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 52,487 | $1,751 萬 | 0.6% | 歷史 |
| ELVElevance Health, Inc. | Stock | 31,223 | $1,619 萬 | 0.6% | 歷史 |
| ICLRIcon PLC | COM | 36,949 | $1,241 萬 | 0.5% | 歷史 |
| PGNYProgyny, Inc. | COM | 320,864 | $1,224 萬 | 0.4% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 83,849 | $1,116 萬 | 0.4% | 歷史 |
| MCKMcKesson Corp | Stock | 20,707 | $1,112 萬 | 0.4% | 歷史 |
| ELANElanco Animal Health Inc | COM | 676,039 | $1,101 萬 | 0.4% | 歷史 |
| PENPenumbra Inc | COM | 44,613 | $995.7 萬 | 0.4% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 155,000 | $911.1 萬 | 0.3% | 歷史 |