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Redmile Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Redmile Group, LLC
报告期 2026-03-31 · CIK 0001425738
持仓数
35
前50大市值合计
$1.51B
报告期
2026-03-31
当前持仓
调仓
前 35 大持仓
标的
类型
市值
股数
占比*
SRRK
SCHOLAR ROCK HLDG CORP
COM
$445.7M
9,066,621
29.5%
KRYS
KRYSTAL BIOTECH INC
COM
$174.0M
673,505
11.5%
STOK
STOKE THERAPEUTICS INC
COM
$135.6M
4,164,120
9.0%
IMNM
IMMUNOME INC
COM
$121.6M
5,558,885
8.1%
NRIX
NURIX THERAPEUTICS INC
COM
$119.9M
7,732,808
7.9%
ANNX
ANNEXON INC
COM
$80.6M
14,549,768
5.3%
—
ADC THERAPEUTICS SA
SHS
$58.0M
15,470,502
3.8%
RGNX
REGENXBIO INC
COM
$36.6M
4,368,804
2.4%
STTK
SHATTUCK LABS INC
COM
$35.6M
5,539,724
2.4%
BEAM
BEAM THERAPEUTICS INC
COM
$29.5M
1,237,659
2.0%
NGNE
NEUROGENE INC
COM
$29.4M
1,459,599
1.9%
COGT
COGENT BIOSCIENCES INC
COM
$26.5M
688,036
1.8%
ABSI
ABSCI CORPORATION
COM
$24.8M
8,253,316
1.6%
IDYA
IDEAYA BIOSCIENCES INC
COM
$17.4M
521,117
1.1%
ALXO
ALX ONCOLOGY HLDGS INC
COM
$16.0M
7,964,188
1.1%
FATE
FATE THERAPEUTICS INC
COM
$15.4M
12,872,946
1.0%
XENE
XENON PHARMACEUTICALS INC
COM
$15.3M
262,674
1.0%
SLDB
SOLID BIOSCIENCES INC
COM NEW
$14.5M
2,011,895
1.0%
NUVB
NUVATION BIO INC
COM CL A
$13.5M
3,153,256
0.9%
ZYME
ZYMEWORKS INC
COM
$12.3M
491,654
0.8%
SLN
SILENCE THERAPEUTICS PLC
ADS
$11.4M
2,164,777
0.8%
DBVT
DBV TECHNOLOGIES S A
SPONSORED ADS
$10.3M
491,340
0.7%
BMRN
BIOMARIN PHARMACEUTICAL INC
COM
$9.8M
173,859
0.7%
CLDX
CELLDEX THERAPEUTICS INC NEW
COM NEW
$8.3M
261,508
0.5%
CBLL
CERIBELL INC
COM
$7.1M
386,786
0.5%
—
LIVANOVA PLC
SHS
$6.9M
108,354
0.5%
—
ESTABLISHMENT LABS HLDGS INC
COM
$5.9M
103,464
0.4%
PRME
PRIME MEDICINE INC
COM
$5.5M
1,590,832
0.4%
ORIC
ORIC PHARMACEUTICALS INC
COM
$5.3M
415,710
0.3%
EPRX
EUPRAXIA PHARMACEUTICALS INC
COM
$5.1M
700,000
0.3%
ARDX
ARDELYX INC
COM
$4.4M
733,350
0.3%
IVVD
INVIVYD INC
COM
$3.4M
2,648,659
0.2%
ATRA
ATARA BIOTHERAPEUTICS INC
COM NEW
$2.1M
441,701
0.1%
AGMB
AGOMAB THERAPEUTICS NV
SPONSORED ADS
$1.6M
156,250
0.1%
PLRX
PLIANT THERAPEUTICS INC
COM
$972.9K
772,126
0.1%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
71%
前 6 大占比
SRRK
29.5%
KRYS
11.5%
STOK
9.0%
IMNM
8.1%
NRIX
7.9%
ANNX
5.3%
其他
28.7%
