Redmile Group, LLC
- SEC CIK
- 0001425738
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 39
- 較 2026 年第 1 季 +4
- 總值
- $14.9 億
- 較 2026 年第 1 季 −$2,064 萬 (−1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | 4,311,092 | $2.37 億 | 15.9% | −4,755,529−52.5% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 632,005 | $2.35 億 | 15.8% | −41,500−6.2% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 3,945,920 | $1.29 億 | 8.7% | −218,200−5.2% | 減碼 | 歷史 |
| IMNMImmunome Inc. | COM | 4,911,590 | $1.04 億 | 7.0% | −647,295−11.6% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 4,073,787 | $9,883 萬 | 6.6% | −3,659,021−47.3% | 減碼 | 歷史 |
| ABSIAbsci Corp | COM | 6,739,675 | $7,811 萬 | 5.2% | −1,513,641−18.3% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 11,869,877 | $6,778 萬 | 4.6% | −2,679,891−18.4% | 減碼 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 4,368,804 | $5,234 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 6,892,033 | $4,783 萬 | 3.2% | +1,352,309+24.4% | 加碼 | 歷史 |
| NGNENeurogene Inc. | COM | 1,412,199 | $4,441 萬 | 3.0% | −47,400−3.2% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,164,259 | $3,996 萬 | 2.7% | −73,400−5.9% | 減碼 | 歷史 |
| AGMBAgomAb Therapeutics NV | SPONSORED ADS | 2,733,926 | $3,549 萬 | 2.4% | +2,577,676+1,649.7% | 加碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 12,872,946 | $3,476 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 640,202 | $2,386 萬 | 1.6% | +119,085+22.9% | 加碼 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 2,164,777 | $2,377 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 503,321 | $1,948 萬 | 1.3% | −184,715−26.8% | 減碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 1,948,695 | $1,947 萬 | 1.3% | −63,200−3.1% | 減碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 3,031,009 | $1,722 萬 | 1.2% | −122,247−3.9% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 433,921 | $1,615 萬 | 1.1% | +172,413+65.9% | 加碼 | 歷史 |
| CLYMClimb Bio, Inc. | COM | 1,226,330 | $1,599 萬 | 1.1% | +1,226,330 | 新進 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 7,392,504 | $1,530 萬 | 1.0% | −571,684−7.2% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 265,169 | $1,517 萬 | 1.0% | +91,310+52.5% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 229,374 | $1,385 萬 | 0.9% | −33,300−12.7% | 減碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 491,654 | $1,285 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 11,526,710 | $1,233 萬 | 0.8% | −3,943,792−25.5% | 減碼 | 歷史 |
| AURAAura Biosciences, Inc. | COM | 1,666,667 | $1,183 萬 | 0.8% | +1,666,667 | 新進 | 歷史 |
| ODTXOdyssey Therapeutics, Inc. | COMMON STOCK | 425,000 | $795.2 萬 | 0.5% | +425,000 | 新進 | 歷史 |
| LIVNLivaNova PLC | SHS | 93,154 | $766.0 萬 | 0.5% | −15,200−14.0% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 88,964 | $763.4 萬 | 0.5% | −14,500−14.0% | 減碼 | 歷史 |
| CBLLCeribell, Inc. | COM | 386,786 | $752.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 410,440 | $673.1 萬 | 0.5% | −80,900−16.5% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 51,234 | $546.3 萬 | 0.4% | +51,234 | 新進 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,389,632 | $512.8 萬 | 0.3% | −201,200−12.6% | 減碼 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM NEW | 441,701 | $507.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 611,400 | $404.1 萬 | 0.3% | −88,600−12.7% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 362,010 | $392.1 萬 | 0.3% | −53,700−12.9% | 減碼 | 歷史 |
| ARDXArdelyx, Inc. | COM | 641,750 | $327.3 萬 | 0.2% | −91,600−12.5% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 2,597,759 | $226.6 萬 | 0.2% | −50,900−1.9% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 772,126 | $88.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |