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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 74 项建仓 16增持 22减持 27清仓 9

方向

标的

Δ市值

现股数(环比)

清仓

— IMMUNOGEN INC

-$487.0M

0 -100%

清仓

— RAYZEBIO INC

-$115.5M

0 -100%

增持

IMNM IMMUNOME INC

+$79.2M

4,889,554 +26%

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。

清仓

SPY SPDR S&P 500 ETF TR

-$67.7M

0 -100%

增持

STOK STOKE THERAPEUTICS INC

+$54.7M

5,073,049 +93%

减持

— AMICUS THERAPEUTICS INC

-$54.2M

13,257,286 -11%

减持

KRYS KRYSTAL BIOTECH INC

+$53.3M

1,508,250 -13%

建仓

SLN SILENCE THERAPEUTICS PLC

+$43.8M

2,027,669

减持

— ADC THERAPEUTICS SA

+$43.1M

15,269,217 -0%

建仓

FDMT 4D MOLECULAR THERAPEUTICS IN

+$40.2M

1,261,427

建仓

KROS KEROS THERAPEUTICS INC

+$36.6M

552,506

增持

NRIX NURIX THERAPEUTICS INC

+$32.3M

4,483,016 +38%

减持

NGNE NEUROGENE INC

+$29.3M

935,252 -1%

增持

RGNX REGENXBIO INC

+$28.4M

4,551,556 +21%

建仓

CI THE CIGNA GROUP

+$23.8M

65,435

减持

CABA CABALETTA BIO INC

-$23.6M

442,826 -68%

减持

KYMR KYMERA THERAPEUTICS INC

+$23.3M

1,734,089 -5%

增持

BEAM BEAM THERAPEUTICS INC

+$23.2M

1,879,617 +31%

增持

— AKERO THERAPEUTICS INC

+$21.0M

1,858,702 +68%

清仓

CRL CHARLES RIV LABS INTL INC

-$20.5M

0 -100%

建仓

ARDX ARDELYX INC

+$16.0M

2,194,560

建仓

BOLD BOUNDLESS BIO INC

+$15.9M

1,114,034

增持

ALGN ALIGN TECHNOLOGY INC

+$14.9M

87,255 +74%

减持

PEN PENUMBRA INC

-$14.0M

44,613 -53%

减持

— CATALENT INC

-$13.7M

632,464 -43%

增持

ABSI ABSCI CORPORATION

+$13.1M

8,253,316 +3%

建仓

— ICON PLC

+$12.4M

36,949

建仓

PGNY PROGYNY INC

+$12.2M

320,864

增持

— VENTYX BIOSCIENCES INC

+$11.4M

2,164,126 +944%

建仓

CYTK CYTOKINETICS INC

+$11.3M

161,600

建仓

DGX QUEST DIAGNOSTICS INC

+$11.2M

83,849

建仓

MCK MCKESSON CORP

+$11.1M

20,707

建仓

ELAN ELANCO ANIMAL HEALTH INC

+$11.0M

676,039

建仓

— BLUEPRINT MEDICINES CORP

+$10.7M

113,060

减持

STTK SHATTUCK LABS INC

+$10.1M

5,615,489 -0%

减持

IMVT IMMUNOVANT INC

-$9.8M

969,621 -1%

增持

COGT COGENT BIOSCIENCES INC

+$9.5M

3,962,602 +36%

建仓

— APELLIS PHARMACEUTICALS INC

+$9.1M

155,000

减持

IDYA IDEAYA BIOSCIENCES INC

+$7.2M

922,678 -1%

减持

ISRG INTUITIVE SURGICAL INC

-$6.5M

29,546 -46%

增持

SRRK SCHOLAR ROCK HLDG CORP

-$6.4M

6,419,610 +0%

增持

ALXO ALX ONCOLOGY HLDGS INC

-$6.2M

4,326,509 +18%

减持

RPTX REPARE THERAPEUTICS INC

-$6.2M

2,016,302 -6%

增持

— DECIPHERA PHARMACEUTICALS IN

+$5.9M

5,296,643 +10%

建仓

— ESTABLISHMENT LABS HLDGS INC

+$5.8M

114,341

减持

— ALLAKOS INC

-$5.7M

3,451,076 -6%

减持

EVH EVOLENT HEALTH INC

-$5.3M

679,172 -19%

增持

ELV ELEVANCE HEALTH INC

+$5.3M

31,223 +35%

清仓

— SCIENCE 37 HOLDINGS INC

-$5.3M

0 -100%

增持

— IGM BIOSCIENCES INC

+$5.0M

3,072,478 +3%

增持

— 89BIO INC

+$4.4M

2,264,566 +15%

增持

— AC IMMUNE SA

-$4.1M

2,007,031 +0%

增持

— RAPT THERAPEUTICS INC

-$3.2M

662,398 +81%

清仓

— MEDAVAIL HOLDINGS INC

-$3.1M

0 -100%

减持

— GRITSTONE BIO INC

+$2.8M

5,755,075 -2%

增持

PRME PRIME MEDICINE INC

+$2.8M

2,074,350 +57%

增持

PLRX PLIANT THERAPEUTICS INC

-$2.7M

3,097,220 +15%

减持

STXS STEREOTAXIS INC

+$2.7M

3,308,798 -3%

减持

VERV VERVE THERAPEUTICS INC

-$2.7M

1,604,515 -7%

减持

REPL REPLIMUNE GROUP INC

-$2.1M

3,729,983 -3%

减持

— BIOHAVEN LTD

+$1.8M

1,163,241 -19%

减持

CLDX CELLDEX THERAPEUTICS INC NEW

-$1.8M

896,454 -10%

增持

— ATARA BIOTHERAPEUTICS INC

+$1.8M

9,263,309 +2%

减持

ZYME ZYMEWORKS INC

-$1.7M

5,560,798 -4%

减持

BSX BOSTON SCIENTIFIC CORP

-$1.7M

560,926 -19%

建仓

LAB STANDARD BIOTOOLS INC

+$1.1M

411,631

清仓

— SOMALOGIC INC

-$938.2K

0 -100%

清仓

NVTA INVITAE CORP

-$923.9K

0 -100%

减持

— LIVANOVA PLC

-$778.5K

1,037,780 -9%

减持

ABT ABBOTT LABS

+$597.5K

262,371 -1%

减持

SYK STRYKER CORPORATION

-$437.2K

43,246 -19%

减持

HCA HCA HEALTHCARE INC

-$386.0K

52,487 -21%

增持

TKNO ALPHA TEKNOVA INC

-$166.8K

171,453 +6%

清仓

— ATRECA INC

-$58.4K

0 -100%