Allostery Investments LP 13F 持仓 · 最近申报 2025年Q2
Allostery Investments 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 785.03 万美元。前几大持仓：ABVX（16.31%）、AKRO（15.29%）、AMLX（9.81%）。本季前 25 大持仓中：新建仓 5 只、增持 1 只、减持 14 只、清仓 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ABVX | ABIVAX SA | $1.3M | 16.31% | 167,350 | 减持 |
| 2 | AKRO | AKERO THERAPEUTICS INC | $1.2M | 15.29% | 22,500 | 增持 |
| 3 | AMLX | AMYLYX PHARMACEUTICALS INC | $769,963 | 9.81% | 120,119 | 减持 |
| 4 | CNTA | CENTESSA PHARMACEUTICALS PLC | $689,850 | 8.79% | 52,500 | 减持 |
| 5 | EOLS | EVOLUS INC | $552,600 | 7.04% | 60,000 | 减持 |
| 6 | RZLT | REZOLUTE INC | $532,051 | 6.78% | 119,294 | 新建仓 |
| 7 | MRUS | MERUS N V | $473,400 | 6.03% | 9,000 | 减持 |
| 8 | KALV | KALVISTA PHARMACEUTICALS INC | $452,200 | 5.76% | 40,000 | 减持 |
| 9 | FULC | FULCRUM THERAPEUTICS INC | $277,629 | 3.54% | 40,353 | 新建仓 |
| 10 | APGE | APOGEE THERAPEUTICS INC | $260,580 | 3.32% | 6,000 | 减持 |
| 11 | VRNA | VERONA PHARMA PLC | $236,450 | 3.01% | 2,500 | 减持 |
| 12 | TNGX | TANGO THERAPEUTICS INC | $204,800 | 2.61% | 40,000 | 新建仓 |
| 13 | BBIO | BRIDGEBIO PHARMA INC | $172,720 | 2.20% | 4,000 | 减持 |
| 14 | CYTK | CYTOKINETICS INC | $165,200 | 2.10% | 5,000 | 减持 |
| 15 | TRML | TOURMALINE BIO INC | $149,602 | 1.91% | 9,356 | 新建仓 |
| 16 | LEGN | LEGEND BIOTECH CORP | $141,960 | 1.81% | 4,000 | 减持 |
| 17 | NKTR | NEKTAR THERAPEUTICS | $103,360 | 1.32% | 4,000 | 新建仓 |
| 18 | PMN | PROMIS NEUROSCIENCES INC | $76,303 | 0.97% | 155,720 | 减持 |
| 19 | ACLX | ARCELLX INC | $65,850 | 0.84% | 1,000 | 减持 |
| 20 | AVTX | AVALO THERAPEUTICS INC | $44,910 | 0.57% | 9,000 | 减持 |
| 21 | ALKS | ALKERMES PLC | $0 | 0.00% | 0 | 清仓 |
| 22 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | CLYM | CLIMB BIO INC | $0 | 0.00% | 0 | 清仓 |
| 25 | CNTX | CONTEXT THERAPEUTICS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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