5AM Venture Management, LLC 13F 持仓 · 2026年Q2
5AM Venture Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 16 只证券，申报市值合计 2.88 亿美元。前几大持仓：MPLT（11.83%）、TYRA（11.42%）、TRDA（10.37%）。本季前 25 大持仓中：减持 1 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MPLT | MAPLIGHT THERAPEUTICS INC | $34.0M | 11.83% | 950,011 | 持平 |
| 2 | TYRA | TYRA BIOSCIENCES INC | $32.9M | 11.42% | 1.0M | 持平 |
| 3 | TRDA | ENTRADA THERAPEUTICS INC | $29.9M | 10.37% | 4.1M | 持平 |
| 4 | PHVS | PHARVARIS N V | $27.6M | 9.58% | 797,600 | 持平 |
| 5 | CAMP | CAMP4 THERAPEUTICS CORP | $25.6M | 8.91% | 5.9M | 持平 |
| 6 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $22.8M | 7.93% | 2.4M | 持平 |
| 7 | TECX | TECTONIC THERAPEUTIC INC | $20.9M | 7.24% | 606,660 | 持平 |
| 8 | ZNTL | ZENTALIS PHARMACEUTICALS INC | $19.1M | 6.65% | 3.9M | 持平 |
| 9 | CLDX | CELLDEX THERAPEUTICS INC NEW | $18.5M | 6.43% | 497,270 | 持平 |
| 10 | EYPT | EYEPOINT INC | $15.0M | 5.22% | 1.1M | 持平 |
| 11 | BHVN | BIOHAVEN LTD | $11.0M | 3.82% | 738,972 | 持平 |
| 12 | SRZN | SURROZEN INC | $7.0M | 2.44% | 271,250 | 减持 |
| 13 | SKYE | SKYE BIOSCIENCE INC | $6.7M | 2.33% | 9.7M | 持平 |
| 14 | ALXO | ALX ONCOLOGY HLDGS INC | $6.3M | 2.20% | 3.1M | 持平 |
| 15 | SLN | SILENCE THERAPEUTICS PLC | $5.2M | 1.82% | 476,200 | 持平 |
| 16 | TARA | PROTARA THERAPEUTICS INC | $5.2M | 1.82% | 1.4M | 持平 |
| 17 | CNTA | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | 清仓 |
| 18 | ERAS | ERASCA INC | $0 | 0.00% | 0 | 清仓 |
| 19 | GHRS | GH RESEARCH PLC | $0 | 0.00% | 0 | 清仓 |
| 20 | RLYB | RALLYBIO CORP | $0 | 0.00% | 0 | 清仓 |
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