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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 67 项建仓 6增持 24减持 27清仓 10

方向

标的

Δ市值

现股数(环比)

增持

— IMMUNOGEN INC

+$303.7M

17,730,417 +120%

增持

KRYS KRYSTAL BIOTECH INC

+$148.1M

2,566,661 +34%

清仓

— IVERIC BIO INC

-$102.3M

0 -100%

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。

增持

— AUGMEDIX INC

+$50.2M

15,630,327 +9%

清仓

ARGX ARGENX SE

-$48.6M

0 -100%

增持

— AMICUS THERAPEUTICS INC

+$42.3M

19,566,961 +7%

清仓

— OAK STR HEALTH INC

-$41.1M

0 -100%

增持

REPL REPLIMUNE GROUP INC

+$35.3M

4,420,533 +16%

清仓

SRPT SAREPTA THERAPEUTICS INC

-$31.9M

0 -100%

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$31.2M

0 -100%

减持

PLRX PLIANT THERAPEUTICS INC

-$29.3M

2,678,099 -8%

减持

KYMR KYMERA THERAPEUTICS INC

-$28.5M

1,868,507 -22%

建仓

COGT COGENT BIOSCIENCES INC

+$24.3M

2,053,333

建仓

ZBH ZIMMER BIOMET HOLDINGS INC

+$22.0M

151,372

减持

— IGM BIOSCIENCES INC

-$18.4M

2,971,542 -11%

减持

— DECIPHERA PHARMACEUTICALS IN

-$17.6M

4,878,566 -13%

清仓

CNC CENTENE CORP DEL

-$17.5M

0 -100%

减持

— STEVANATO GROUP S P A

-$16.3M

218,169 -76%

增持

IMVT IMMUNOVANT INC

+$16.0M

1,921,152 +46%

增持

CABA CABALETTA BIO INC

+$15.4M

1,370,299 +400%

减持

SYK STRYKER CORPORATION

-$12.7M

85,899 -37%

增持

BSX BOSTON SCIENTIFIC CORP

+$12.6M

391,178 +128%

增持

FATE FATE THERAPEUTICS INC

-$11.4M

13,124,427 +1%

增持

— CATALENT INC

+$10.3M

1,162,166 +90%

减持

CLDX CELLDEX THERAPEUTICS INC NEW

-$10.1M

1,696,004 -10%

增持

BMRN BIOMARIN PHARMACEUTICAL INC

+$9.8M

489,208 +46%

增持

RGNX REGENXBIO INC

+$9.5M

2,026,576 +24%

增持

SRRK SCHOLAR ROCK HLDG CORP

+$8.2M

4,403,840 +41%

清仓

ILMN ILLUMINA INC

-$7.8M

0 -100%

建仓

— ACELYRIN INC

+$7.6M

364,493

减持

STOK STOKE THERAPEUTICS INC

+$7.5M

3,955,188 -5%

增持

ALXO ALX ONCOLOGY HLDGS INC

+$7.0M

1,283,289 +119%

增持

IQV IQVIA HLDGS INC

+$7.0M

94,409 +32%

增持

STXS STEREOTAXIS INC

+$6.7M

6,373,898 +328%

减持

TRDA ENTRADA THERAPEUTICS INC

-$6.7M

1,311,572 -28%

增持

— JAZZ PHARMACEUTICALS PLC

-$6.7M

341,882 +2%

增持

— ATARA BIOTHERAPEUTICS INC

-$6.5M

6,048,123 +8%

建仓

EVH EVOLENT HEALTH INC

+$6.5M

213,432

减持

— AKERO THERAPEUTICS INC

+$6.4M

1,811,672 -11%

减持

ZYME ZYMEWORKS INC

-$5.9M

5,661,230 -7%

减持

— GRITSTONE BIO INC

-$5.9M

6,860,226 -1%

建仓

— MERSANA THERAPEUTICS INC

+$5.6M

1,698,626

减持

PRME PRIME MEDICINE INC

-$5.1M

1,324,350 -34%

减持

— LIVANOVA PLC

+$4.9M

1,100,492 -7%

减持

PEN PENUMBRA INC

-$4.6M

138,970 -26%

减持

HUM HUMANA INC

-$4.6M

46,310 -11%

减持

— RAPT THERAPEUTICS INC

-$4.6M

431,919 -37%

减持

XENE XENON PHARMACEUTICALS INC

-$4.3M

1,120,476 -15%

增持

ELV ELEVANCE HEALTH INC

+$4.3M

78,313 +18%

增持

NRIX NURIX THERAPEUTICS INC

+$4.1M

2,857,309 +4%

增持

— ADC THERAPEUTICS SA

+$3.8M

14,049,935 +4%

减持

VERV VERVE THERAPEUTICS INC

+$3.8M

1,061,960 -5%

增持

— VENTYX BIOSCIENCES INC

+$3.5M

940,493 +15%

减持

BEAM BEAM THERAPEUTICS INC

-$1.9M

1,485,199 -8%

减持

DXCM DEXCOM INC

-$1.9M

289,161 -14%

增持

— NEOLEUKIN THERAPEUTICS INC

+$1.1M

2,912,228 +58%

增持

— HOOKIPA PHARMA INC

+$1.0M

3,288,469 +29%

清仓

— TCR2 THERAPEUTICS INC

-$987.5K

0 -100%

减持

CRL CHARLES RIV LABS INTL INC

+$766.8K

114,351 -1%

减持

RPTX REPARE THERAPEUTICS INC

+$766.6K

2,428,335 -4%

减持

— 89BIO INC

+$732.0K

761,955 -15%

建仓

ADAPY ADAPTIMMUNE THERAPEUTICS PLC

+$661.9K

715,607

清仓

CTSO CYTOSORBENTS CORP

-$612.1K

0 -100%

减持

TKNO ALPHA TEKNOVA INC

-$280.2K

308,852 -17%

减持

— ALLAKOS INC

-$217.0K

2,283,594 -0%

清仓

TOI THE ONCOLOGY INSTITUTE INC

-$215.6K

0 -100%

减持

GRFS GRIFOLS S A

+$190.1K

600,684 -17%