Redmile Group, LLC
LARKSPUR CA · SEC CIK 0001425738
$14.90亿2026Q2 申报市值
39持仓数
73.5%前十大占比 · 第一大 15.9%
4 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AGMB 加仓+$3,345.82万
CLYM 新建仓+$1,599.13万
AURA 新建仓+$1,183.33万
STTK 加仓+$938.50万
ODTX 新建仓+$795.17万
2026Q2 卖出最多 按季末市值估算
SRRK 减仓-$2.62亿
NRIX 减仓-$8,876.78万
ABSI 减仓-$1,754.31万
KRYS 减仓-$1,542.43万
ANNX 减仓-$1,530.22万
2026Q2 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 | $2.37亿 | 15.92% | 4,311,092 | -4,755,529 | -52.5% | -$2.62亿 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $2.35亿 | 15.77% | 632,005 | -41,500 | -6.2% | -$1,542.43万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $1.29亿 | 8.67% | 3,945,920 | -218,200 | -5.2% | -$713.95万 | 减仓 |
| IMNM | IMMUNOME INC | $1.04亿 | 6.99% | 4,911,590 | -647,295 | -11.6% | -$1,371.62万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $9,883.01万 | 6.64% | 4,073,787 | -3,659,021 | -47.3% | -$8,876.78万 | 减仓 |
| ABSI | ABSCI CORPORATION | $7,811.28万 | 5.24% | 6,739,675 | -1,513,641 | -18.3% | -$1,754.31万 | 减仓 |
| ANNX | ANNEXON INC | $6,777.70万 | 4.55% | 11,869,877 | -2,679,891 | -18.4% | -$1,530.22万 | 减仓 |
| RGNX | REGENXBIO INC | $5,233.83万 | 3.51% | 4,368,804 | 0 | 0.0% | — | 不变 |
| STTK | SHATTUCK LABS INC | $4,783.07万 | 3.21% | 6,892,033 | 1,352,309 | 24.4% | $938.50万 | 加仓 |
| NGNE | NEUROGENE INC | $4,441.37万 | 2.98% | 1,412,199 | -47,400 | -3.2% | -$149.07万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $3,995.74万 | 2.68% | 1,164,259 | -73,400 | -5.9% | -$251.91万 | 减仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $3,548.64万 | 2.38% | 2,733,926 | 2,577,676 | 1,649.7% | $3,345.82万 | 加仓 |
| FATE | FATE THERAPEUTICS INC | $3,475.70万 | 2.33% | 12,872,946 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $2,386.03万 | 1.60% | 640,202 | 119,085 | 22.9% | $443.83万 | 加仓 |
| SLN | SILENCE THERAPEUTICS PLC | $2,376.93万 | 1.60% | 2,164,777 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $1,947.85万 | 1.31% | 503,321 | -184,715 | -26.8% | -$714.85万 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $1,946.75万 | 1.31% | 1,948,695 | -63,200 | -3.1% | -$63.14万 | 减仓 |
| NUVB | NUVATION BIO INC | $1,721.61万 | 1.16% | 3,031,009 | -122,247 | -3.9% | -$69.44万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,614.62万 | 1.08% | 433,921 | 172,413 | 65.9% | $641.55万 | 加仓 |
| CLYM | CLIMB BIO INC | $1,599.13万 | 1.07% | 1,226,330 | 1,226,330 | — | $1,599.13万 | 新建仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $1,530.25万 | 1.03% | 7,392,504 | -571,684 | -7.2% | -$118.34万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,517.30万 | 1.02% | 265,169 | 91,310 | 52.5% | $522.48万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,384.50万 | 0.93% | 229,374 | -33,300 | -12.7% | -$201.00万 | 减仓 |
| ZYME | ZYMEWORKS INC | $1,285.18万 | 0.86% | 491,654 | 0 | 0.0% | — | 不变 |
| — | ADC THERAPEUTICS SA | $1,233.36万 | 0.83% | 11,526,710 | -3,943,792 | -25.5% | -$421.99万 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $1,183.33万 | 0.79% | 1,666,667 | 1,666,667 | — | $1,183.33万 | 新建仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $795.17万 | 0.53% | 425,000 | 425,000 | — | $795.17万 | 新建仓 |
| LIVN | LIVANOVA PLC | $766.01万 | 0.51% | 93,154 | -15,200 | -14.0% | -$124.99万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $763.40万 | 0.51% | 88,964 | -14,500 | -14.0% | -$124.42万 | 减仓 |
| CBLL | CERIBELL INC | $752.30万 | 0.51% | 386,786 | 0 | 0.0% | — | 不变 |
| DBVT | DBV TECHNOLOGIES S A | $673.12万 | 0.45% | 410,440 | -80,900 | -16.5% | -$132.68万 | 减仓 |
| INSM | INSMED INC | $546.26万 | 0.37% | 51,234 | 51,234 | — | $546.26万 | 新建仓 |
| PRME | PRIME MEDICINE INC | $512.77万 | 0.34% | 1,389,632 | -201,200 | -12.6% | -$74.24万 | 减仓 |
| — | ATARA BIOTHERAPEUTICS INC | $507.07万 | 0.34% | 441,701 | 0 | 0.0% | — | 不变 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $404.14万 | 0.27% | 611,400 | -88,600 | -12.7% | -$58.56万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $392.06万 | 0.26% | 362,010 | -53,700 | -12.9% | -$58.16万 | 减仓 |
| ARDX | ARDELYX INC | $327.29万 | 0.22% | 641,750 | -91,600 | -12.5% | -$46.72万 | 减仓 |
| IVVD | INVIVYD INC | $226.63万 | 0.15% | 2,597,759 | -50,900 | -1.9% | -$4.44万 | 减仓 |
| — | PLIANT THERAPEUTICS INC | $88.02万 | 0.06% | 772,126 | 0 | 0.0% | — | 不变 |