Altitude Crest Partners Inc. 13F 持仓 · 最近申报 2024年Q1
Altitude Crest Partners 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 2.34 亿美元。前几大持仓：LEGN（15.67%）、DHR（11.62%）、BBIO（8.10%）。本季前 25 大持仓中：新建仓 18 只、增持 2 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LEGN | LEGEND BIOTECH CORP | $36.6M | 15.67% | 652,732 | 增持 |
| 2 | DHR | DANAHER CORPORATION | $27.1M | 11.62% | 108,700 | 减持 |
| 3 | BBIO | BRIDGEBIO PHARMA INC | $18.9M | 8.10% | 612,060 | 减持 |
| 4 | STVN | STEVANATO GROUP S P A | $17.7M | 7.56% | 550,000 | 新建仓 |
| 5 | APLS | APELLIS PHARMACEUTICALS INC | $16.9M | 7.23% | 287,277 | 增持 |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | $10.7M | 4.58% | 18,400 | 新建仓 |
| 7 | AVBP | ARRIVENT BIOPHARMA INC | $9.9M | 4.25% | 555,555 | 新建仓 |
| 8 | GPCR | STRUCTURE THERAPEUTICS INC | $8.8M | 3.76% | 205,166 | 新建仓 |
| 9 | KNSA | KINIKSA PHARMACEUTICALS LTD | $7.9M | 3.38% | 400,441 | 减持 |
| 10 | JANX | JANUX THERAPEUTICS INC | $7.3M | 3.12% | 193,300 | 新建仓 |
| 11 | LLY | ELI LILLY & CO | $7.2M | 3.06% | 9,200 | 新建仓 |
| 12 | BHVN | BIOHAVEN LTD | $6.5M | 2.77% | 118,380 | 新建仓 |
| 13 | IMNM | IMMUNOME INC | $6.5M | 2.77% | 262,284 | 新建仓 |
| 14 | SWTX | SPRINGWORKS THERAPEUTICS INC | $6.3M | 2.71% | 128,842 | 新建仓 |
| 15 | GERN | GERON CORP | $5.1M | 2.16% | 1.5M | 新建仓 |
| 16 | ICLR | ICON PLC | $5.0M | 2.13% | 14,800 | 新建仓 |
| 17 | MRUS | MERUS N V | $4.9M | 2.12% | 109,837 | 新建仓 |
| 18 | ROIV | ROIVANT SCIENCES LTD | $4.8M | 2.05% | 454,766 | 减持 |
| 19 | DNLI | DENALI THERAPEUTICS INC | $4.3M | 1.84% | 209,613 | 新建仓 |
| 20 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $4.1M | 1.74% | 103,703 | 新建仓 |
| 21 | AGIO | AGIOS PHARMACEUTICALS INC | $3.3M | 1.42% | 113,100 | 新建仓 |
| 22 | DAWN | DAY ONE BIOPHARMACEUTICALS I | $3.2M | 1.38% | 195,497 | 新建仓 |
| 23 | ALGS | ALIGOS THERAPEUTICS INC | $2.8M | 1.19% | 2.8M | 持平 |
| 24 | ENGN | ENGENE HOLDINGS INC | $2.0M | 0.87% | 120,289 | 新建仓 |
| 25 | APLT | APPLIED THERAPEUTICS INC | $1.8M | 0.76% | 259,700 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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