Redmile Group, LLC
LARKSPUR CA · SEC CIK 0001425738
$15.10亿2026Q1 申报市值
35持仓数
81.9%前十大占比 · 第一大 29.5%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SRRK 加仓+$1.89亿
ANNX 加仓+$2,492.51万
BMRN 新建仓+$982.13万
ALXO 加仓+$942.24万
XENE 加仓+$748.93万
2026Q1 卖出最多 按季末市值估算
RAPT THERAPEUTIC 清仓-$3,000.63万
COGT 减仓-$2,886.30万
REPL 清仓-$1,068.96万
IDYA 减仓-$736.04万
NRIX 减仓-$559.71万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SRRK | SCHOLAR ROCK HLDG CORP | $4.46亿 | 29.51% | 9,066,621 | 3,845,775 | 73.7% | $1.89亿 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $1.74亿 | 11.52% | 673,505 | -4,200 | -0.6% | -$108.49万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $1.36亿 | 8.98% | 4,164,120 | 130,050 | 3.2% | $423.44万 | 加仓 |
| IMNM | IMMUNOME INC | $1.22亿 | 8.05% | 5,558,885 | -159,500 | -2.8% | -$348.83万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $1.20亿 | 7.94% | 7,732,808 | -361,100 | -4.5% | -$559.71万 | 减仓 |
| ANNX | ANNEXON INC | $8,060.57万 | 5.34% | 14,549,768 | 4,499,124 | 44.8% | $2,492.51万 | 加仓 |
| — | ADC THERAPEUTICS SA | $5,801.44万 | 3.84% | 15,470,502 | -196,229 | -1.3% | -$73.59万 | 减仓 |
| RGNX | REGENXBIO INC | $3,661.06万 | 2.42% | 4,368,804 | 0 | 0.0% | — | 不变 |
| STTK | SHATTUCK LABS INC | $3,562.04万 | 2.36% | 5,539,724 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $2,949.34万 | 1.95% | 1,237,659 | -48,200 | -3.7% | -$114.86万 | 减仓 |
| NGNE | NEUROGENE INC | $2,942.55万 | 1.95% | 1,459,599 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $2,648.25万 | 1.75% | 688,036 | -749,882 | -52.2% | -$2,886.30万 | 减仓 |
| ABSI | ABSCI CORPORATION | $2,475.99万 | 1.64% | 8,253,316 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $1,736.36万 | 1.15% | 521,117 | -220,900 | -29.8% | -$736.04万 | 减仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $1,596.82万 | 1.06% | 7,964,188 | 4,699,470 | 143.9% | $942.24万 | 加仓 |
| FATE | FATE THERAPEUTICS INC | $1,544.75万 | 1.02% | 12,872,946 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $1,527.45万 | 1.01% | 262,674 | 128,792 | 96.2% | $748.93万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $1,448.56万 | 0.96% | 2,011,895 | 151,353 | 8.1% | $108.97万 | 加仓 |
| NUVB | NUVATION BIO INC | $1,352.75万 | 0.90% | 3,153,256 | -10,000 | -0.3% | -$4.29万 | 减仓 |
| ZYME | ZYMEWORKS INC | $1,231.10万 | 0.82% | 491,654 | 0 | 0.0% | — | 不变 |
| SLN | SILENCE THERAPEUTICS PLC | $1,140.84万 | 0.76% | 2,164,777 | 0 | 0.0% | — | 不变 |
| DBVT | DBV TECHNOLOGIES S A | $1,026.41万 | 0.68% | 491,340 | -58,500 | -10.6% | -$122.21万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $982.13万 | 0.65% | 173,859 | 173,859 | — | $982.13万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $829.50万 | 0.55% | 261,508 | -21,800 | -7.7% | -$69.15万 | 减仓 |
| CBLL | CERIBELL INC | $708.98万 | 0.47% | 386,786 | -48,453 | -11.1% | -$88.81万 | 减仓 |
| LIVN | LIVANOVA PLC | $688.70万 | 0.46% | 108,354 | -9,700 | -8.2% | -$61.65万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $587.47万 | 0.39% | 103,464 | -9,200 | -8.2% | -$52.24万 | 减仓 |
| PRME | PRIME MEDICINE INC | $553.61万 | 0.37% | 1,590,832 | 1,503,714 | 1,726.1% | $523.29万 | 重新持有 |
| ORIC | ORIC PHARMACEUTICALS INC | $526.70万 | 0.35% | 415,710 | -32,400 | -7.2% | -$41.05万 | 减仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $506.80万 | 0.34% | 700,000 | 700,000 | — | $506.80万 | 新建仓 |
| ARDX | ARDELYX INC | $439.28万 | 0.29% | 733,350 | 733,350 | — | $439.28万 | 新建仓 |
| IVVD | INVIVYD INC | $344.33万 | 0.23% | 2,648,659 | -32,500 | -1.2% | -$4.23万 | 减仓 |
| — | ATARA BIOTHERAPEUTICS INC | $208.92万 | 0.14% | 441,701 | 0 | 0.0% | — | 不变 |
| AGMB | AGOMAB THERAPEUTICS NV | $163.91万 | 0.11% | 156,250 | 156,250 | — | $163.91万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $97.29万 | 0.06% | 772,126 | -844,102 | -52.2% | -$106.36万 | 减仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -885,927 | -100.0% | -$3,000.63万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -1,099,756 | -100.0% | -$1,068.96万 | 清仓 |
| — | REPARE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,586,174 | -100.0% | -$412.41万 | 清仓 |
| — | KALARIS THERAPEUTICS INC | $0 | 0.00% | 0 | -82,955 | -100.0% | -$70.01万 | 清仓 |