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Redmile Group, LLC · 13F 持仓分析
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Redmile Group, LLC

No.2152 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$14.90亿
环比变动 Q1 2026
-$2,064.1万-1.4%
持仓股票数
39
新买入
4
加仓
5
减仓
23
清仓
0
持股不变
7
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SCHOLAR ROCKSRRK
15.92%29.51%$2.37亿431.1万股$4.46亿906.7万股-475.6万股-52.45%减仓
KRYSTAL BIOTECHKRYS
15.77%11.52%$2.35亿63.2万股$1.74亿67.4万股-4.2万股-6.16%减仓
STOKE THERAPEUTICSSTOK
8.67%8.98%$1.29亿394.6万股$1.36亿416.4万股-21.8万股-5.24%减仓
IIMMUNOMEIMNM
6.99%8.05%$1.04亿491.2万股$1.22亿555.9万股-64.7万股-11.64%减仓
NURIX THERAPEUTICSNRIX
6.64%7.94%$9,883.0万407.4万股$1.20亿773.3万股-365.9万股-47.32%减仓
AABSCI CORPORATION COMABSI
5.24%1.64%$7,811.3万674.0万股$2,476.0万825.3万股-151.4万股-18.34%减仓
ANNEXONANNX
4.55%5.34%$6,777.7万1,187.0万股$8,060.6万1,455.0万股-268.0万股-18.42%减仓
REGENXBIO INC COMRGNX
3.51%2.42%$5,233.8万436.9万股$3,661.1万436.9万股00.00%持仓不变
SSHATTUCK LABSSTTK
3.21%2.36%$4,783.1万689.2万股$3,562.0万554.0万股+135.2万股+24.41%加仓
NNEUROGENE INC COMNGNE
2.98%1.95%$4,441.4万141.2万股$2,942.6万146.0万股-4.7万股-3.25%减仓
BBEAM THERAPEUTICSBEAM
2.68%1.95%$3,995.7万116.4万股$2,949.3万123.8万股-7.3万股-5.93%减仓
AAGOMAB THERAPEUTICS NV SPONSORED ADSAGMB
2.38%0.11%$3,548.6万273.4万股$163.9万15.6万股+257.8万股+1,649.71%加仓
FFATE THERAPEUTICS INC COMFATE
2.33%1.02%$3,475.7万1,287.3万股$1,544.8万1,287.3万股00.00%持仓不变
IDEAYA BIOSCIENCESIDYA
1.6%1.15%$2,386.0万64.0万股$1,736.4万52.1万股+11.9万股+22.85%加仓
SSILENCE THERAPEUTICS PLCSLN
1.6%0.76%$2,376.9万216.5万股$1,140.8万216.5万股00.00%持仓不变
COGENT BIOSCIENCESCOGT
1.31%1.75%$1,947.9万50.3万股$2,648.3万68.8万股-18.5万股-26.85%减仓
SOLID BIOSCIENCESSLDB
1.31%0.96%$1,946.7万194.9万股$1,448.6万201.2万股-6.3万股-3.14%减仓
NNUVATION BIONUVB
1.16%0.9%$1,721.6万303.1万股$1,352.7万315.3万股-12.2万股-3.88%减仓
CCELLDEX THERAPEUTICS NEWCLDX
1.08%0.55%$1,614.6万43.4万股$829.5万26.2万股+17.2万股+65.93%加仓
CCLIMB BIO INC COMCLYM
1.07%$1,599.1万122.6万股$00股+122.6万股新买入
AALX ONCOLOGYALXO
1.03%1.06%$1,530.2万739.3万股$1,596.8万796.4万股-57.2万股-7.18%减仓
BioMarin制药BMRN
1.02%0.65%$1,517.3万26.5万股$982.1万17.4万股+9.1万股+52.52%加仓
XENON PHARMACEUTICALSXENE
0.93%1.01%$1,384.5万22.9万股$1,527.4万26.3万股-3.3万股-12.68%减仓
ZYMEWORKSZYME
0.86%0.82%$1,285.2万49.2万股$1,231.1万49.2万股00.00%持仓不变
AADC THERAPEUTICS SA SHSADCT
0.83%3.84%$1,233.4万1,152.7万股$5,801.4万1,547.1万股-394.4万股-25.49%减仓
AAURA BIOSCIENCESAURA
0.79%$1,183.3万166.7万股$00股+166.7万股新买入
OODYSSEY THERAPEUTICS INCODTX
0.53%$795.2万42.5万股$00股+42.5万股新买入
LIVANOVALIVN
0.51%0.46%$766.0万9.3万股$688.7万10.8万股-1.5万股-14.03%减仓
EESTABLISHMENT LABSESTA
0.51%0.39%$763.4万8.9万股$587.5万10.3万股-1.5万股-14.01%减仓
CCERIBELL INC COMCBLL
0.51%0.47%$752.3万38.7万股$709.0万38.7万股00.00%持仓不变
DBV TECHNOLOGIESDBVT
0.45%0.68%$673.1万41.0万股$1,026.4万49.1万股-8.1万股-16.47%减仓
InsmedINSM
0.37%$546.3万5.1万股$00股+5.1万股新买入
PPRIME MEDICINEPRME
0.34%0.37%$512.8万139.0万股$553.6万159.1万股-20.1万股-12.65%减仓
AATARA BIOTHERAPEUTICSATRA
0.34%0.14%$507.1万44.2万股$208.9万44.2万股00.00%持仓不变
EUPRAXIA PHARMACEUTICALSEPRX
0.27%0.34%$404.1万61.1万股$506.8万70.0万股-8.9万股-12.66%减仓
OORIC PHARMACEUTICALSORIC
0.26%0.35%$392.1万36.2万股$526.7万41.6万股-5.4万股-12.92%减仓
AARDELYXARDX
0.22%0.29%$327.3万64.2万股$439.3万73.3万股-9.2万股-12.49%减仓
IINVIVYDIVVD
0.15%0.23%$226.6万259.8万股$344.3万264.9万股-5.1万股-1.92%减仓
PPLIANT THERAPEUTICSPLRX
0.06%0.06%$88.0万77.2万股$97.3万77.2万股00.00%持仓不变

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