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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 62 项建仓 9增持 21减持 25清仓 7

方向

标的

Δ市值

现股数(环比)

减持

— IMMUNOGEN INC

+$209.2M

16,423,922 -6%

增持

SRRK SCHOLAR ROCK HLDG CORP

+$86.8M

6,402,505 +35%

建仓

SPY SPDR S&P 500 ETF TR

+$67.7M

142,500

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

— AKERO THERAPEUTICS INC

-$63.6M

1,109,476 -37%

增持

ALXO ALX ONCOLOGY HLDGS INC

+$48.3M

3,659,264 +185%

增持

— BIOHAVEN LTD

+$48.3M

1,444,365 +178%

建仓

IMNM IMMUNOME INC

+$41.5M

3,879,415

减持

REPL REPLIMUNE GROUP INC

-$38.7M

3,865,258 -7%

建仓

IDYA IDEAYA BIOSCIENCES INC

+$33.3M

935,863

减持

— VENTYX BIOSCIENCES INC

-$31.8M

207,203 -78%

建仓

ABT ABBOTT LABS

+$29.2M

265,500

清仓

HUM HUMANA INC

-$29.1M

0 -100%

减持

ELV ELEVANCE HEALTH INC

-$26.3M

23,079 -73%

增持

RGNX REGENXBIO INC

+$25.1M

3,760,690 +46%

增持

ZYME ZYMEWORKS INC

+$24.3M

5,790,230 +2%

清仓

DXCM DEXCOM INC

-$22.8M

0 -100%

增持

FATE FATE THERAPEUTICS INC

+$21.4M

13,169,057 +0%

增持

— DECIPHERA PHARMACEUTICALS IN

+$20.5M

4,801,540 +7%

减持

KYMR KYMERA THERAPEUTICS INC

+$20.5M

1,823,956 -2%

建仓

NGNE NEUROGENE INC

+$18.4M

946,897

建仓

ISRG INTUITIVE SURGICAL INC

+$18.3M

54,258

减持

KRYS KRYSTAL BIOTECH INC

-$17.4M

1,733,189 -13%

增持

ANNX ANNEXON INC

+$16.7M

5,503,190 +57%

增持

— AUGMEDIX INC

+$15.3M

16,380,327 +5%

增持

EVH EVOLENT HEALTH INC

+$14.9M

835,537 +80%

清仓

XENE XENON PHARMACEUTICALS INC

-$14.3M

0 -100%

建仓

ALGN ALIGN TECHNOLOGY INC

+$13.7M

50,082

减持

PEN PENUMBRA INC

-$13.6M

95,242 -39%

减持

RPTX REPARE THERAPEUTICS INC

-$13.4M

2,148,748 -11%

增持

VERV VERVE THERAPEUTICS INC

+$13.2M

1,718,669 +112%

增持

— ADC THERAPEUTICS SA

+$12.7M

15,328,317 +8%

增持

HCA HCA HEALTHCARE INC

+$11.8M

66,100 +168%

增持

NRIX NURIX THERAPEUTICS INC

+$11.2M

3,256,519 +14%

增持

— 89BIO INC

+$10.2M

1,969,402 +158%

建仓

— AC IMMUNE SA

+$10.0M

2,000,000

减持

SYK STRYKER CORPORATION

-$10.0M

53,141 -44%

增持

— CATALENT INC

+$9.7M

1,100,466 +26%

清仓

— SCIENCE 37 HOLDINGS INC

-$7.9M

0 -100%

增持

CRL CHARLES RIV LABS INTL INC

+$7.5M

86,782 +31%

减持

CLDX CELLDEX THERAPEUTICS INC NEW

-$5.6M

993,803 -39%

建仓

— SCIENCE 37 HOLDINGS INC

+$5.3M

990,412

增持

— ATARA BIOTHERAPEUTICS INC

-$4.6M

9,106,446 +45%

减持

— AMICUS THERAPEUTICS INC

+$4.4M

14,828,321 -12%

减持

CABA CABALETTA BIO INC

+$4.2M

1,374,189 -23%

减持

BEAM BEAM THERAPEUTICS INC

+$3.6M

1,429,783 -3%

减持

STXS STEREOTAXIS INC

-$3.2M

3,402,443 -41%

增持

COGT COGENT BIOSCIENCES INC

-$2.9M

2,914,022 +42%

减持

— GRITSTONE BIO INC

-$2.7M

5,872,605 -31%

增持

PLRX PLIANT THERAPEUTICS INC

+$2.4M

2,696,648 +1%

清仓

— NEOLEUKIN THERAPEUTICS INC

-$2.3M

0 -100%

清仓

— CUTERA INC

-$2.0M

0 -100%

减持

— RAPT THERAPEUTICS INC

+$2.0M

366,776 -14%

减持

STOK STOKE THERAPEUTICS INC

-$1.4M

2,625,506 -32%

减持

IMVT IMMUNOVANT INC

-$1.2M

977,072 -11%

减持

TRDA ENTRADA THERAPEUTICS INC

-$915.6K

1,283,735 -0%

减持

BSX BOSTON SCIENTIFIC CORP

-$803.9K

693,200 -10%

增持

— LIVANOVA PLC

+$637.9K

1,137,068 +3%

减持

— ALLAKOS INC

+$633.7K

3,670,447 -11%

减持

NVTA INVITAE CORP

-$456.2K

1,474,026 -35%

清仓

— SONENDO INC

-$306.1K

0 -100%

减持

TKNO ALPHA TEKNOVA INC

-$193.4K

161,005 -43%

减持

— SOMALOGIC INC

-$16.4K

370,839 -7%