Redmile Group, LLC 13F 持仓 · 2026年Q2
Redmile Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 14.90 亿美元。前几大持仓：SRRK（15.92%）、KRYS（15.77%）、STOK（8.67%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | $237.1M | 15.92% | 4.3M | 减持 |
| 2 | KRYS | KRYSTAL BIOTECH INC | $234.9M | 15.77% | 632,005 | 减持 |
| 3 | STOK | STOKE THERAPEUTICS INC | $129.1M | 8.67% | 3.9M | 减持 |
| 4 | IMNM | IMMUNOME INC | $104.1M | 6.99% | 4.9M | 减持 |
| 5 | NRIX | NURIX THERAPEUTICS INC | $98.8M | 6.64% | 4.1M | 减持 |
| 6 | ABSI | ABSCI CORPORATION | $78.1M | 5.24% | 6.7M | 减持 |
| 7 | ANNX | ANNEXON INC | $67.8M | 4.55% | 11.9M | 减持 |
| 8 | RGNX | REGENXBIO INC | $52.3M | 3.51% | 4.4M | 持平 |
| 9 | STTK | SHATTUCK LABS INC | $47.8M | 3.21% | 6.9M | 增持 |
| 10 | NGNE | NEUROGENE INC | $44.4M | 2.98% | 1.4M | 减持 |
| 11 | BEAM | BEAM THERAPEUTICS INC | $40.0M | 2.68% | 1.2M | 减持 |
| 12 | AGMB | AGOMAB THERAPEUTICS NV | $35.5M | 2.38% | 2.7M | 增持 |
| 13 | FATE | FATE THERAPEUTICS INC | $34.8M | 2.33% | 12.9M | 持平 |
| 14 | IDYA | IDEAYA BIOSCIENCES INC | $23.9M | 1.60% | 640,202 | 增持 |
| 15 | SLN | SILENCE THERAPEUTICS PLC | $23.8M | 1.60% | 2.2M | 持平 |
| 16 | COGT | COGENT BIOSCIENCES INC | $19.5M | 1.31% | 503,321 | 减持 |
| 17 | SLDB | SOLID BIOSCIENCES INC | $19.5M | 1.31% | 1.9M | 减持 |
| 18 | NUVB | NUVATION BIO INC | $17.2M | 1.16% | 3.0M | 减持 |
| 19 | CLDX | CELLDEX THERAPEUTICS INC NEW | $16.1M | 1.08% | 433,921 | 增持 |
| 20 | CLYM | CLIMB BIO INC | $16.0M | 1.07% | 1.2M | 新建仓 |
| 21 | ALXO | ALX ONCOLOGY HLDGS INC | $15.3M | 1.03% | 7.4M | 减持 |
| 22 | BMRN | BIOMARIN PHARMACEUTICAL INC | $15.2M | 1.02% | 265,169 | 增持 |
| 23 | XENE | XENON PHARMACEUTICALS INC | $13.8M | 0.93% | 229,374 | 减持 |
| 24 | ZYME | ZYMEWORKS INC | $12.9M | 0.86% | 491,654 | 持平 |
| 25 | ADCT | ADC THERAPEUTICS SA | $12.3M | 0.83% | 11.5M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR