Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 62
- 較 2024 年第 3 季 −1
- 總值
- $14.3 億
- 較 2024 年第 3 季 −$2.63 億 (−15.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | 4,549,881 | $1.97 億 | 13.7% | −688,956−13.2% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 753,175 | $1.18 億 | 8.2% | −57,070−7.0% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 4,192,627 | $7,899 萬 | 5.5% | −88,354−2.1% | 減碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 4,840,463 | $7,086 萬 | 4.9% | −261,448−5.1% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 7,054,890 | $6,646 萬 | 4.6% | −1,191,702−14.5% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 4,905,527 | $5,941 萬 | 4.1% | +124,344+2.6% | 加碼 | 歷史 |
| IMNMImmunome Inc. | COM | 4,828,026 | $5,127 萬 | 3.6% | −61,528−1.3% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,593,629 | $5,067 萬 | 3.5% | −119,880−2.5% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 1,043,539 | $4,833 萬 | 3.4% | +168,500+19.3% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 1,100,432 | $4,427 萬 | 3.1% | −292,824−21.0% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 2,895,478 | $3,813 萬 | 2.7% | −302,013−9.4% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,528,567 | $3,791 萬 | 2.6% | −82,446−5.1% | 減碼 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 4,794,780 | $3,706 萬 | 2.6% | −98,122−2.0% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,235,209 | $3,436 萬 | 2.4% | −152,270−11.0% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 904,496 | $3,378 萬 | 2.4% | −129,723−12.5% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 6,300,644 | $3,232 萬 | 2.3% | −126,818−2.0% | 減碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 15,666,731 | $3,118 萬 | 2.2% | −2,4860.0% | 減碼 | 歷史 |
| NGNENeurogene Inc. | COM | 1,319,763 | $3,017 萬 | 2.1% | +355,416+36.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 312,683 | $2,793 萬 | 1.9% | −18,190−5.5% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 3,554,836 | $2,773 萬 | 1.9% | −929,544−20.7% | 減碼 | 歷史 |
| ABSIAbsci Corp | COM | 8,253,316 | $2,162 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 12,872,946 | $2,124 萬 | 1.5% | −296,111−2.2% | 減碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 2,952,131 | $1,804 萬 | 1.3% | −120,347−3.9% | 減碼 | 歷史 |
| ETNB89bio, Inc. | COM | 2,167,176 | $1,695 萬 | 1.2% | +597,326+38.0% | 加碼 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 2,399,317 | $1,651 萬 | 1.2% | +500,000+26.3% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 619,300 | $1,592 萬 | 1.1% | −61,850−9.1% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 615,775 | $1,556 萬 | 1.1% | −41,400−6.3% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 320,149 | $1,475 萬 | 1.0% | +58,346+22.3% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 571,824 | $1,416 萬 | 1.0% | −70,405−11.0% | 減碼 | 歷史 |
| CBLLCeribell, Inc. | COM | 435,239 | $1,126 萬 | 0.8% | +435,239 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 30,676 | $1,104 萬 | 0.8% | −2,065−6.3% | 減碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 6,475,317 | $1,023 萬 | 0.7% | +5,970,785+1,183.4% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 83,471 | $951.2 萬 | 0.7% | −70,985−46.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 16,943 | $884.4 萬 | 0.6% | −9,755−36.5% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 552,506 | $874.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $806.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ARDXArdelyx, Inc. | COM | 1,576,259 | $799.2 萬 | 0.6% | −84,504−5.1% | 減碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 411,728 | $798.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,318,164 | $743.4 萬 | 0.5% | −65,202−4.7% | 減碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,539,724 | $670.3 萬 | 0.5% | −75,765−1.3% | 減碼 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 1,196,910 | $666.7 萬 | 0.5% | −65,180−5.2% | 減碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 3,689,611 | $616.2 萬 | 0.4% | −146,965−3.8% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 25,743 | $611.3 萬 | 0.4% | +11,896+85.9% | 加碼 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 2,074,350 | $605.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM NEW | 441,701 | $587.9 萬 | 0.4% | −10,569−2.3% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 92,598 | $435.6 萬 | 0.3% | −4,518−4.7% | 減碼 | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 1,799,465 | $410.3 萬 | 0.3% | −308,754−14.6% | 減碼 | 歷史 |
| ALLKAllakos Inc. | COM | 3,015,097 | $364.8 萬 | 0.3% | −62,731−2.0% | 減碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 346,278 | $309.6 萬 | 0.2% | +35,394+11.4% | 加碼 | 歷史 |
| ACIUAC Immune SA | SHS | 1,034,299 | $279.3 萬 | 0.2% | −659,868−38.9% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 1,916,089 | $251.0 萬 | 0.2% | −26,466−1.4% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 9,559 | $249.6 萬 | 0.2% | +9,559 | 新進 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 615,246 | $246.1 萬 | 0.2% | +615,246 | 新進 | 歷史 |
| BOLDBoundless Bio, Inc. | COM | 740,204 | $214.7 萬 | 0.1% | −283,344−27.7% | 減碼 | 歷史 |
| LVTXLAVA Therapeutics NV | SHS | 2,074,372 | $197.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,608,089 | $183.3 萬 | 0.1% | 00.0% | 不變 | – |
| XERSXeris Biopharma Holdings, Inc. | COM | 451,099 | $152.9 萬 | 0.1% | −595,488−56.9% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 3,012,254 | $133.5 萬 | 0.1% | −53,460−1.7% | 減碼 | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 1,907,969 | $80.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 715,607 | $38.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 124,178 | $27.2 萬 | <0.1% | −1,983,037−94.1% | 減碼 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 106,376 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。