Mga Batayang Estadistika
| Profil Orang Dalam | Redmile Group, LLC |
| Nilai Portofolio | $ 939,575,089 |
| Posisi Saat Ini | 48 |
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)
Redmile Group, LLC telah mengungkapkan total kepemilikan 48 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 939,575,089 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Redmile Group, LLC adalah Scholar Rock Holding Corporation (US:SRRK) , Krystal Biotech, Inc. (US:KRYS) , Zymeworks Inc. (US:ZYME) , Stoke Therapeutics, Inc. (US:STOK) , and Immunome, Inc. (US:IMNM) . Posisi baru Redmile Group, LLC meliputi: Hinge Health, Inc. (US:HNGE) , . Industri unggulan Redmile Group, LLC adalah "Agricultural Services" (sic 07) , "Business Services" (sic 73) , and "Wholesale Trade-non-durable Goods" (sic 51) .
Peningkatan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 4.38 | 49.67 | 5.2861 | 2.4664 | |
| 15.67 | 41.99 | 4.4687 | 2.3808 | |
| 0.30 | 15.53 | 1.6523 | 1.6523 | |
| 3.93 | 139.17 | 14.8116 | 1.4463 | |
| 4.87 | 45.31 | 4.8226 | 1.4123 | |
| 0.80 | 35.06 | 3.7310 | 1.1869 | |
| 4.78 | 39.21 | 4.1730 | 0.9327 | |
| 0.77 | 41.32 | 4.3974 | 0.8037 | |
| 2.16 | 12.56 | 1.3363 | 0.7459 | |
| 0.93 | 42.06 | 4.4766 | 0.7114 |
Penurunan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 1.19 | 6.81 | 0.7251 | -6.6279 | |
| 0.66 | 91.20 | 9.7066 | -2.8646 | |
| 0.73 | 10.29 | 1.0955 | -0.8755 | |
| 0.09 | 9.16 | 0.9751 | -0.8678 | |
| 1.45 | 10.40 | 1.1066 | -0.7142 | |
| 0.14 | 5.83 | 0.6205 | -0.6730 | |
| 1.42 | 24.21 | 2.5769 | -0.3956 | |
| 0.34 | 6.98 | 0.7430 | -0.2695 | |
| 0.11 | 0.42 | 0.0443 | -0.2602 | |
| 3.39 | 1.41 | 0.1498 | -0.0646 |
Pengajuan 13D/G
Ini adalah daftar pengajuan 13D dan 13G yang dibuat dalam setahun terakhir (jika ada). Klik ikon tautan untuk melihat riwayat transaksi lengkap. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup.
| Tanggal File | Formulir | Keamanan | Sebelumnya Saham |
Saat ini Saham |
ΔPersentase Saham | % Kepemilikan |
% ΔKepemilikan | |
|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | STTK / Shattuck Labs, Inc. | 5,652,660 | 6,379,095 | 12.85 | 9.90 | -16.10 | ||
| 2025-08-15 | IGMS / IGM Biosciences, Inc. | 3,291,092 | 0 | -100.00 | 0.00 | -100.00 | ||
| 2025-08-14 | ZYME / Zymeworks Inc. | 4,840,463 | 4,150,627 | -14.25 | 5.60 | -20.00 | ||
| 2025-08-14 | RGNX / REGENXBIO Inc. | 4,942,312 | 5,062,477 | 2.43 | 9.90 | 0.00 | ||
| 2025-08-14 | RAPT / RAPT Therapeutics, Inc. | 1,765,303 | 9.90 | |||||
| 2025-08-14 | ALXO / ALX Oncology Holdings Inc. | 4,909,264 | 4,641,455 | -5.46 | 8.50 | -11.46 | ||
| 2025-08-14 | ADCT / ADC Therapeutics SA | 15,669,217 | 15,666,731 | -0.02 | 14.00 | -13.58 | ||
| 2025-08-14 | STOK / Stoke Therapeutics, Inc. | 4,713,509 | 4,375,931 | -7.16 | 8.00 | -11.11 | ||
| 2025-07-03 | FATE / Fate Therapeutics, Inc. | 17,816,634 | 17,941,579 | 0.70 | 14.90 | 0.00 | ||
| 2025-05-23 | ATRA / Atara Biotherapeutics, Inc. | 601,243 | 705,207 | 17.29 | 9.90 | 0.00 | ||
| 2025-05-15 | IMNM / Immunome, Inc. | 4,889,554 | 5,361,187 | 9.65 | 6.20 | -23.46 | ||
| 2025-05-15 | SLNCF / Silence Therapeutics plc | 7,197,951 | 6,644,841 | -7.68 | 4.70 | -7.84 | ||
| 2025-05-15 | REPL / Replimune Group, Inc. | 4,604,483 | 4,898,527 | 6.39 | 6.40 | -13.51 | ||
| 2025-04-29 | ABSI / Absci Corporation | 8,282,016 | 8,335,116 | 0.64 | 6.50 | -12.16 | ||
| 2025-02-14 | PLRX / Pliant Therapeutics, Inc. | 3,197,491 | 2,895,478 | -9.45 | 4.80 | -9.43 | ||
| 2025-02-14 | GRTSQ / Gritstone bio, Inc. | 10,135,388 | 13,163,457 | 29.88 | 8.20 | -17.17 | ||
| 2025-02-14 | FOLD / Amicus Therapeutics, Inc. | 15,376,197 | 14,184,495 | -7.75 | 4.60 | -9.80 | ||
| 2025-02-14 | SRRK / Scholar Rock Holding Corporation | 8,301,187 | 9,885,124 | 19.08 | 9.90 | 0.00 | ||
| 2025-02-14 | NGNE / Neurogene Inc. | 1,050,304 | 1,479,766 | 40.89 | 9.90 | |||
| 2024-11-14 | NRIX / Nurix Therapeutics, Inc. | 5,021,886 | 6,970,307 | 38.80 | 9.90 | 0.00 | ||
| 2024-11-14 | KRYS / Krystal Biotech, Inc. | 1,733,189 | 810,245 | -53.25 | 2.80 | -54.10 | ||
| 2024-11-14 | RPTX / Repare Therapeutics Inc. | 2,148,748 | 1,942,555 | -9.60 | 4.60 | -9.80 | ||
| 2024-10-04 | AUGX / Augmedix, Inc. | 22,131,580 | 0 | -100.00 | 0.00 | -100.00 |
Pengajuan 13F dan Dana
Formulir ini diajukan pada 2025-08-14 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. 
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| Keamanan | Ketik | Harga Saham Rata-rata | Saham (MM) |
ΔSaham (%) |
ΔSaham (%) |
Nilai ($MM) |
Portpolyo (%) |
ΔPortofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| SRRK / Scholar Rock Holding Corporation | 3.93 | -10.67 | 139.17 | -1.58 | 14.8116 | 1.4463 | |||
| KRYS / Krystal Biotech, Inc. | 0.66 | -10.06 | 91.20 | -31.43 | 9.7066 | -2.8646 | |||
| ZYME / Zymeworks Inc. | 4.15 | -13.33 | 52.09 | -8.67 | 5.5440 | 0.1531 | |||
| STOK / Stoke Therapeutics, Inc. | 4.38 | -2.45 | 49.67 | 66.49 | 5.2861 | 2.4664 | |||
| IMNM / Immunome, Inc. | 4.87 | -9.12 | 45.31 | 25.58 | 4.8226 | 1.4123 | |||
| REPL / Replimune Group, Inc. | 4.66 | -4.77 | 43.34 | -9.27 | 4.6123 | 0.0980 | |||
| NRIX / Nurix Therapeutics, Inc. | 3.73 | -7.87 | 42.52 | -11.67 | 4.5252 | -0.0246 | |||
| LIVN / LivaNova PLC | 0.93 | -7.88 | 42.06 | 5.59 | 4.4766 | 0.7114 | |||
| ADCT / ADC Therapeutics SA | 15.67 | 0.00 | 41.99 | 90.07 | 4.4687 | 2.3808 | |||
| AKRO / Akero Therapeutics, Inc. | 0.77 | -17.56 | 41.32 | 8.67 | 4.3974 | 0.8037 | |||
| RGNX / REGENXBIO Inc. | 4.78 | -0.40 | 39.21 | 14.37 | 4.1730 | 0.9327 | |||
| KYMR / Kymera Therapeutics, Inc. | 0.80 | -18.32 | 35.06 | 30.24 | 3.7310 | 1.1869 | |||
| BEAM / Beam Therapeutics Inc. | 1.42 | -11.61 | 24.21 | -23.01 | 2.5769 | -0.3956 | |||
| ABSI / Absci Corporation | 8.25 | 0.00 | 21.21 | 2.39 | 2.2575 | 0.2995 | |||
| NGNE / Neurogene Inc. | 1.28 | -2.40 | 19.09 | 24.61 | 2.0314 | 0.5836 | |||
| HNGE / Hinge Health, Inc. | 0.30 | 15.53 | 1.6523 | 1.6523 | |||||
| ETNB / 89bio, Inc. | 1.55 | -18.09 | 15.17 | 10.64 | 1.6150 | 0.3187 | |||
| ANNX / Annexon, Inc. | 6.30 | 0.00 | 15.12 | 24.35 | 1.6094 | 0.4600 | |||
| FATE / Fate Therapeutics, Inc. | 12.87 | 0.00 | 14.42 | 41.76 | 1.5345 | 0.5732 | |||
| SLN / Silence Therapeutics plc - Depositary Receipt (Common Stock) | 2.16 | -2.27 | 12.56 | 101.01 | 1.3363 | 0.7459 | |||
| COGT / Cogent Biosciences, Inc. | 1.45 | -54.97 | 10.40 | -46.03 | 1.1066 | -0.7142 | |||
| BHVN / Biohaven Ltd. | 0.73 | -15.90 | 10.29 | -50.64 | 1.0955 | -0.8755 | |||
| SLDB / Solid Biosciences Inc. | 1.92 | -5.11 | 9.33 | 24.90 | 0.9931 | 0.2869 | |||
| BSX / Boston Scientific Corporation | 0.09 | -55.87 | 9.16 | -53.01 | 0.9751 | -0.8678 | |||
| IDYA / IDEAYA Biosciences, Inc. | 0.43 | -19.10 | 9.09 | 3.83 | 0.9676 | 0.1399 | |||
| VERV / Verve Therapeutics, Inc. | 0.74 | -38.68 | 8.31 | 50.71 | 0.8848 | 0.3633 | |||
| CBLL / CeriBell, Inc. | 0.44 | 0.00 | 8.15 | -2.49 | 0.8676 | 0.0774 | |||
| KROS / Keros Therapeutics, Inc. | 0.55 | 0.00 | 7.38 | 30.99 | 0.7850 | 0.2529 | |||
| CLDX / Celldex Therapeutics, Inc. | 0.34 | -41.88 | 6.98 | -34.83 | 0.7430 | -0.2695 | |||
| FOLD / Amicus Therapeutics, Inc. | 1.19 | -87.53 | 6.81 | -91.24 | 0.7251 | -6.6279 | |||
| NUVB / Nuvation Bio Inc. | 3.03 | 0.00 | 5.91 | 10.80 | 0.6291 | 0.1248 | |||
| ESTA / Establishment Labs Holdings Inc. | 0.14 | -59.30 | 5.83 | -57.40 | 0.6205 | -0.6730 | |||
| PRME / Prime Medicine, Inc. | 2.07 | 0.00 | 5.12 | 24.13 | 0.5453 | 0.1551 | |||
| RAPT / RAPT Therapeutics, Inc. | 0.63 | 5.05 | 0.0000 | ||||||
| PEN / Penumbra, Inc. | 0.02 | -17.62 | 4.83 | -20.94 | 0.5140 | -0.0634 | |||
| STTK / Shattuck Labs, Inc. | 5.54 | 0.00 | 4.39 | -16.66 | 0.4668 | -0.0306 | |||
| ATRA / Atara Biotherapeutics, Inc. | 0.44 | 0.00 | 3.41 | 29.97 | 0.3629 | 0.1149 | |||
| IGMS / IGM Biosciences, Inc. | 2.95 | 0.00 | 3.31 | -2.59 | 0.3519 | 0.0310 | |||
| LVTX / LAVA Therapeutics N.V. | 2.07 | 0.00 | 2.74 | 3.95 | 0.2914 | 0.0424 | |||
| VTYX / Ventyx Biosciences, Inc. | 1.11 | -29.00 | 2.39 | 32.13 | 0.2538 | 0.0832 | |||
| RPTX / Repare Therapeutics Inc. | 1.59 | -15.83 | 2.20 | 18.69 | 0.2347 | 0.0591 | |||
| XERS / Xeris Biopharma Holdings, Inc. | 0.45 | 0.00 | 2.11 | -14.94 | 0.2242 | -0.0099 | |||
| PLRX / Pliant Therapeutics, Inc. | 1.63 | -20.50 | 1.89 | -31.71 | 0.2016 | -0.0605 | |||
| IVVD / Invivyd, Inc. | 2.29 | 0.00 | 1.63 | 18.15 | 0.1739 | 0.0432 | |||
| ALXO / ALX Oncology Holdings Inc. | 3.39 | -6.85 | 1.41 | -37.96 | 0.1498 | -0.0646 | |||
| BOLD / Boundless Bio, Inc. | 0.59 | -18.78 | 0.59 | -45.75 | 0.0633 | -0.0402 | |||
| FDMT / 4D Molecular Therapeutics, Inc. | 0.11 | -88.75 | 0.42 | -87.08 | 0.0443 | -0.2602 | |||
| KLRS / Kalaris Therapeutics, Inc. | 0.08 | 0.00 | 0.22 | -66.82 | 0.0236 | -0.0394 | |||
| ATXS / Astria Therapeutics, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| ORKA / Oruka Therapeutics, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| PODD / Insulet Corporation | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| RAPT / RAPT Therapeutics, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| IRTC / iRhythm Technologies, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| ALLK / Allakos Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| IMVT / Immunovant, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| MASI / Masimo Corporation | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| CYTK / Cytokinetics, Incorporated | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| BNTX / BioNTech SE - Depositary Receipt (Common Stock) | 0.00 | -100.00 | 0.00 | 0.0000 |
