Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 63
- 較 2024 年第 2 季 0
- 總值
- $17.0 億
- 較 2024 年第 2 季 +$4,345 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 | 810,245 | $1.47 億 | 8.7% | −210,833−20.6% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 4,280,981 | $9,619 萬 | 5.7% | −142,635−3.2% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 8,246,592 | $8,807 萬 | 5.2% | −2,348,497−22.2% | 減碼 | 歷史 |
| IMNMImmunome Inc. | COM | 4,889,554 | $7,149 萬 | 4.2% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 1,393,256 | $6,594 萬 | 3.9% | −186,019−11.8% | 減碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 5,101,911 | $6,403 萬 | 3.8% | −109,126−2.1% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,713,509 | $5,793 萬 | 3.4% | −7,545−0.2% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 4,781,183 | $5,240 萬 | 3.1% | −780,913−14.0% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,034,219 | $5,168 萬 | 3.0% | −53,357−4.9% | 減碼 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 4,892,902 | $5,133 萬 | 3.0% | +323,100+7.1% | 加碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,072,478 | $5,082 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 15,669,217 | $4,936 萬 | 2.9% | +400,000+2.6% | 加碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 4,484,380 | $4,843 萬 | 2.9% | −315,593−6.6% | 減碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 13,169,057 | $4,609 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| LIVNLivaNova PLC | SHS | 875,039 | $4,597 萬 | 2.7% | −54,467−5.9% | 減碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 5,238,837 | $4,196 萬 | 2.5% | −214,246−3.9% | 減碼 | 歷史 |
| NGNENeurogene Inc. | COM | 964,347 | $4,046 萬 | 2.4% | −49,316−4.9% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,387,479 | $3,981 萬 | 2.3% | −226,994−14.1% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,611,013 | $3,947 萬 | 2.3% | −92,048−5.4% | 減碼 | 歷史 |
| AUGXAugmedix, Inc. | COM | 16,380,327 | $3,849 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| ANNXAnnexon, Inc. | COM | 6,427,462 | $3,805 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| CTLTCatalent, Inc. | COM | 595,570 | $3,607 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 3,197,491 | $3,584 萬 | 2.1% | −12,100−0.4% | 減碼 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 1,899,317 | $3,453 萬 | 2.0% | −114,979−5.7% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 552,506 | $3,208 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| ABSIAbsci Corp | COM | 8,253,316 | $3,153 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 330,873 | $2,773 萬 | 1.6% | −59,380−15.2% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 657,175 | $2,234 萬 | 1.3% | −61,548−8.6% | 減碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 681,150 | $2,158 萬 | 1.3% | −78,366−10.3% | 減碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,615,489 | $1,960 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 154,456 | $1,834 萬 | 1.1% | +154,456 | 新進 | 歷史 |
| IMVTImmunovant, Inc. | COM | 642,229 | $1,831 萬 | 1.1% | −77,948−10.8% | 減碼 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 1,262,090 | $1,364 萬 | 0.8% | +188,655+17.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 26,698 | $1,312 萬 | 0.8% | −13,145−33.0% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 32,741 | $1,183 萬 | 0.7% | −6,742−17.1% | 減碼 | 歷史 |
| ETNB89bio, Inc. | COM | 1,569,850 | $1,162 萬 | 0.7% | −175,806−10.1% | 減碼 | 歷史 |
| ARDXArdelyx, Inc. | COM | 1,660,763 | $1,144 萬 | 0.7% | −220,738−11.7% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 261,803 | $1,133 萬 | 0.7% | +48,779+22.9% | 加碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 411,728 | $1,009 萬 | 0.6% | +411,728 | 新進 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 2,074,350 | $802.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 3,836,576 | $698.3 萬 | 0.4% | −199,875−5.0% | 減碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $694.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,383,366 | $669.5 萬 | 0.4% | −80,040−5.5% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 1,942,555 | $668.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ACIUAC Immune SA | SHS | 1,694,167 | $640.4 萬 | 0.4% | −113,537−6.3% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 97,116 | $512.8 萬 | 0.3% | −14,751−13.2% | 減碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 2,107,215 | $459.4 萬 | 0.3% | −56,911−2.6% | 減碼 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 2,108,219 | $430.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM NEW | 452,270 | $367.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BOLDBoundless Bio, Inc. | COM | 1,023,548 | $355.2 萬 | 0.2% | −11,035−1.1% | 減碼 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $344.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 310,884 | $342.3 萬 | 0.2% | +310,884 | 新進 | 歷史 |
| IVVDInvivyd, Inc. | COM | 3,065,714 | $312.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 1,046,587 | $298.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GRTSGritstone bio, Inc. | COM | 4,920,178 | $285.3 萬 | 0.2% | −187,554−3.7% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 13,847 | $269.1 萬 | 0.2% | +13,847 | 新進 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 442,826 | $209.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 3,077,828 | $201.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $164.0 萬 | 0.1% | 00.0% | 不變 | – |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $154.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 504,532 | $101.4 萬 | 0.1% | −32,150−6.0% | 減碼 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 715,607 | $68.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 106,376 | $45.7 萬 | <0.1% | 00.0% | 不變依 1 比 10 拆股換算 | 歷史 |
2024 年第 2 季之後清倉（4 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。