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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 59 项建仓 1增持 9减持 34清仓 15

方向

标的

Δ市值

现股数(环比)

清仓

— DECIPHERA PHARMACEUTICALS IN

-$83.3M

0 -100%

减持

KRYS KRYSTAL BIOTECH INC

-$80.9M

1,021,078 -32%

减持

SRRK SCHOLAR ROCK HLDG CORP

-$68.6M

5,453,083 -15%

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

-$51.1M

10,595,089 -20%

增持

RGNX REGENXBIO INC

-$42.4M

4,569,802 +0%

清仓

ABT ABBOTT LABS

-$29.8M

0 -100%

清仓

ALGN ALIGN TECHNOLOGY INC

-$28.6M

0 -100%

减持

NRIX NURIX THERAPEUTICS INC

+$26.4M

4,423,616 -1%

减持

— BIOHAVEN LTD

-$25.9M

1,087,576 -7%

减持

ALXO ALX ONCOLOGY HLDGS INC

-$23.9M

4,036,451 -7%

清仓

CI THE CIGNA GROUP

-$23.8M

0 -100%

减持

KYMR KYMERA THERAPEUTICS INC

-$22.6M

1,579,275 -9%

清仓

EVH EVOLENT HEALTH INC

-$22.3M

0 -100%

减持

BEAM BEAM THERAPEUTICS INC

-$22.2M

1,703,061 -9%

增持

REPL REPLIMUNE GROUP INC

+$19.6M

5,562,096 +49%

减持

FDMT 4D MOLECULAR THERAPEUTICS IN

-$17.7M

1,073,435 -15%

清仓

HCA HCA HEALTHCARE INC

-$17.5M

0 -100%

清仓

ELV ELEVANCE HEALTH INC

-$16.2M

0 -100%

减持

VERV VERVE THERAPEUTICS INC

-$14.2M

1,463,406 -9%

减持

ZYME ZYMEWORKS INC

-$14.2M

5,211,037 -6%

增持

COGT COGENT BIOSCIENCES INC

+$13.8M

4,799,973 +21%

减持

IDYA IDEAYA BIOSCIENCES INC

-$13.8M

759,516 -18%

清仓

— ICON PLC

-$12.4M

0 -100%

减持

— 89BIO INC

-$12.4M

1,745,656 -23%

减持

IMVT IMMUNOVANT INC

-$12.3M

720,177 -26%

清仓

PGNY PROGYNY INC

-$12.2M

0 -100%

减持

BOLD BOUNDLESS BIO INC

-$11.9M

1,034,583 -7%

增持

PLRX PLIANT THERAPEUTICS INC

-$11.6M

3,209,591 +4%

减持

— GRITSTONE BIO INC

-$11.6M

5,107,732 -11%

清仓

DGX QUEST DIAGNOSTICS INC

-$11.2M

0 -100%

清仓

MCK MCKESSON CORP

-$11.1M

0 -100%

减持

CLDX CELLDEX THERAPEUTICS INC NEW

-$11.0M

718,723 -20%

清仓

ELAN ELANCO ANIMAL HEALTH INC

-$11.0M

0 -100%

增持

NGNE NEUROGENE INC

-$10.7M

1,013,663 +8%

减持

TRDA ENTRADA THERAPEUTICS INC

-$10.2M

560,971 -56%

清仓

PEN PENUMBRA INC

-$10.0M

0 -100%

清仓

— APELLIS PHARMACEUTICALS INC

-$9.1M

0 -100%

减持

— AKERO THERAPEUTICS INC

-$9.1M

1,614,473 -13%

减持

BSX BOSTON SCIENTIFIC CORP

-$8.4M

390,253 -30%

增持

ANNX ANNEXON INC

-$8.0M

6,427,462 +17%

减持

— LIVANOVA PLC

-$7.1M

929,506 -10%

清仓

— ATARA BIOTHERAPEUTICS INC

-$6.4M

0 -100%

增持

ISRG INTUITIVE SURGICAL INC

+$5.9M

39,843 +35%

减持

SLN SILENCE THERAPEUTICS PLC

-$5.5M

2,014,296 -1%

减持

CYTK CYTOKINETICS INC

-$5.3M

111,867 -31%

减持

STXS STEREOTAXIS INC

-$4.8M

2,108,219 -36%

减持

STOK STOKE THERAPEUTICS INC

-$4.7M

4,721,054 -7%

减持

— RAPT THERAPEUTICS INC

-$4.3M

536,682 -19%

增持

— ESTABLISHMENT LABS HLDGS INC

+$3.9M

213,024 +86%

建仓

ATRA ATARA BIOTHERAPEUTICS INC

+$3.8M

452,270

减持

RPTX REPARE THERAPEUTICS INC

-$3.1M

1,942,555 -4%

增持

IVVD INVIVYD INC

-$3.0M

3,065,714 +113%

减持

— CATALENT INC

-$2.2M

595,570 -6%

减持

ARDX ARDELYX INC

-$2.1M

1,881,501 -14%

减持

SYK STRYKER CORPORATION

-$2.0M

39,483 -9%

减持

— AC IMMUNE SA

+$1.3M

1,807,704 -10%

减持

— ALLAKOS INC

-$1.3M

3,077,828 -11%

减持

— BLUEPRINT MEDICINES CORP

-$549.9K

94,405 -17%

减持

TKNO ALPHA TEKNOVA INC

-$222.1K

154,509 -10%