ADAR1 Capital Management, LLC 13F 持仓 · 2026年Q2
ADAR1 Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 263 只证券，申报市值合计 21.85 亿美元。前几大持仓：ABVX（11.28%）、PTGX（5.39%）、SPY（5.27%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ABVX | ABIVAX SA | $246.4M | 11.28% | 1.8M | 增持 |
| 2 | PTGX | PROTAGONIST THERAPEUTICS INC | $117.8M | 5.39% | 960,863 | 减持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $115.1M | 5.27% | 154,087 | 增持 |
| 4 | ROIV | ROIVANT SCIENCES LTD | $111.7M | 5.11% | 3.2M | 减持 |
| 5 | IMVT | IMMUNOVANT INC | $89.8M | 4.11% | 2.3M | 减持 |
| 6 | ZLAB | ZAI LAB LTD | $64.0M | 2.93% | 3.4M | 增持 |
| 7 | AGIO | AGIOS PHARMACEUTICALS INC | $47.8M | 2.19% | 1.3M | 增持 |
| 8 | CRNX | CRINETICS PHARMACEUTICALS IN | $45.7M | 2.09% | 1.2M | 增持 |
| 9 | BOXX | EA SERIES TRUST | $39.5M | 1.81% | 337,125 | 持平 |
| 10 | CYTK | CYTOKINETICS INC | $39.0M | 1.79% | 457,907 | 减持 |
| 11 | SEPN | SEPTERNA INC | $31.5M | 1.44% | 940,747 | 减持 |
| 12 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $31.0M | 1.42% | 3.1M | 减持 |
| 13 | EDIT | EDITAS MEDICINE INC | $28.8M | 1.32% | 8.9M | 新建仓 |
| 14 | DNLI | DENALI THERAPEUTICS INC | $26.5M | 1.21% | 1.0M | 减持 |
| 15 | SYRE | SPYRE THERAPEUTICS INC | $25.2M | 1.15% | 283,982 | 减持 |
| 16 | VIR | VIR BIOTECHNOLOGY INC | $25.0M | 1.15% | 2.5M | 减持 |
| 17 | PRAX | PRAXIS PRECISION MEDICINES I | $24.9M | 1.14% | 74,253 | 增持 |
| 18 | INSM | INSMED INC | $24.4M | 1.12% | 228,520 | 增持 |
| 19 | CLDX | CELLDEX THERAPEUTICS INC NEW | $23.1M | 1.05% | 619,542 | 增持 |
| 20 | VKTX | VIKING THERAPEUTICS INC | $22.4M | 1.02% | 574,038 | 增持 |
| 21 | TSHA | TAYSHA GENE THERAPIES INC | $20.7M | 0.95% | 3.0M | 增持 |
| 22 | MNPR | MONOPAR THERAPEUTICS INC | $20.1M | 0.92% | 217,595 | 减持 |
| 23 | OVID | OVID THERAPEUTICS INC | $20.0M | 0.91% | 7.4M | 增持 |
| 24 | ELVN | ENLIVEN THERAPEUTICS INC | $19.7M | 0.90% | 387,718 | 增持 |
| 25 | ENTA | ENANTA PHARMACEUTICALS INC | $19.6M | 0.90% | 1.3M | 增持 |
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