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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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

23Q1 调仓2022-12-31 → 2023-03-31 · 共 63 项建仓 11增持 12减持 36清仓 4

方向

标的

Δ市值

现股数(环比)

减持

— AKERO THERAPEUTICS INC

-$66.1M

2,044,389 -22%

减持

REPL REPLIMUNE GROUP INC

-$64.1M

3,811,988 -21%

减持

XENE XENON PHARMACEUTICALS INC

-$45.6M

1,325,832 -44%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

— AMICUS THERAPEUTICS INC

-$43.8M

18,346,861 -9%

建仓

— CATALENT INC

+$40.1M

610,304

建仓

DXCM DEXCOM INC

+$39.0M

336,048

清仓

— 1LIFE HEALTHCARE INC

-$38.9M

0 -100%

建仓

BMRN BIOMARIN PHARMACEUTICAL INC

+$32.6M

335,170

建仓

SRPT SAREPTA THERAPEUTICS INC

+$31.9M

231,595

建仓

BMY BRISTOL-MYERS SQUIBB CO

+$31.2M

449,442

增持

STOK STOKE THERAPEUTICS INC

+$28.6M

4,145,396 +545%

增持

— DECIPHERA PHARMACEUTICALS IN

+$27.3M

5,582,105 +55%

建仓

HUM HUMANA INC

+$25.3M

52,079

建仓

CRL CHARLES RIV LABS INTL INC

+$23.3M

115,328

减持

CLDX CELLDEX THERAPEUTICS INC NEW

-$20.5M

1,879,739 -5%

减持

BEAM BEAM THERAPEUTICS INC

-$19.9M

1,612,094 -9%

减持

PRME PRIME MEDICINE INC

-$16.5M

1,992,843 -10%

清仓

RVMD REVOLUTION MEDICINES INC

-$14.9M

0 -100%

减持

RPTX REPARE THERAPEUTICS INC

-$14.6M

2,533,050 -6%

建仓

IQV IQVIA HLDGS INC

+$14.3M

71,657

建仓

— 89BIO INC

+$13.7M

900,000

增持

SYK STRYKER CORPORATION

+$13.1M

136,464 +29%

减持

RGNX REGENXBIO INC

-$12.4M

1,640,725 -14%

减持

— IMMUNOGEN INC

-$11.4M

8,046,217 -6%

减持

— ALLAKOS INC

-$11.3M

2,286,177 -10%

增持

ELV ELEVANCE HEALTH INC

+$10.5M

66,398 +70%

减持

— OAK STR HEALTH INC

+$10.5M

1,061,295 -25%

清仓

IONS IONIS PHARMACEUTICALS INC

-$10.1M

0 -100%

增持

— LIVANOVA PLC

-$9.7M

1,186,418 +7%

建仓

BSX BOSTON SCIENTIFIC CORP

+$8.6M

171,780

减持

NRIX NURIX THERAPEUTICS INC

-$8.5M

2,749,384 -8%

建仓

ILMN ILLUMINA INC

+$7.8M

33,496

减持

ARGX ARGENX SE

-$7.6M

130,540 -12%

减持

VERV VERVE THERAPEUTICS INC

-$7.5M

1,120,679 -8%

减持

— STEVANATO GROUP S P A

+$6.4M

901,932 -4%

减持

— LAVA THERAPEUTICS NV

-$6.4M

2,074,372 -26%

减持

ZYME ZYMEWORKS INC

+$6.3M

6,067,918 -2%

增持

SRRK SCHOLAR ROCK HLDG CORP

+$6.0M

3,124,226 +49%

减持

— IVERIC BIO INC

+$5.9M

4,205,206 -7%

减持

CNC CENTENE CORP DEL

-$5.5M

277,351 -1%

减持

KYMR KYMERA THERAPEUTICS INC

+$4.7M

2,410,769 -10%

减持

— GRITSTONE BIO INC

-$4.7M

6,926,926 -0%

减持

— ATARA BIOTHERAPEUTICS INC

-$4.2M

5,612,056 -10%

减持

ALXO ALX ONCOLOGY HLDGS INC

-$4.2M

586,977 -3%

减持

PEN PENUMBRA INC

+$3.0M

187,992 -15%

增持

KRYS KRYSTAL BIOTECH INC

+$2.9M

1,913,280 +1%

减持

— RAPT THERAPEUTICS INC

-$2.9M

688,132 -12%

减持

PLRX PLIANT THERAPEUTICS INC

+$2.8M

2,925,648 -25%

增持

— ADC THERAPEUTICS SA

-$2.7M

13,565,249 +79%

增持

GRFS GRIFOLS S A

+$2.5M

720,784 +121%

减持

TOI THE ONCOLOGY INSTITUTE INC

-$2.4M

318,082 -80%

减持

TKNO ALPHA TEKNOVA INC

-$2.0M

373,244 -33%

减持

CABA CABALETTA BIO INC

-$2.0M

274,252 -41%

减持

— VENTYX BIOSCIENCES INC

-$2.0M

815,774 -9%

增持

— JAZZ PHARMACEUTICALS PLC

-$1.8M

335,159 +5%

减持

TRDA ENTRADA THERAPEUTICS INC

+$1.5M

1,831,608 -1%

清仓

BVS BIOVENTUS INC

-$1.4M

0 -100%

增持

IMVT IMMUNOVANT INC

+$1.1M

1,317,031 +21%

增持

— SOMALOGIC INC

+$1.0M

1,870,839 +25%

减持

— HOOKIPA PHARMA INC

-$644.0K

2,552,949 -18%

减持

— NEOLEUKIN THERAPEUTICS INC

+$351.4K

1,847,600 -0%

减持

— TCR2 THERAPEUTICS INC

+$257.0K

658,336 -10%

减持

CTSO CYTOSORBENTS CORP

+$199.3K

181,639 -32%