Burrage Capital Management LLC 13F 持仓 · 最近申报 2021年Q2
Burrage Capital Management 在 2021年Q2（报告期截至 2021-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 9,974.00 万美元。前几大持仓：BCRX（13.71%）、NTLA（10.33%）、EPZM（6.97%）。本季前 25 大持仓中：新建仓 3 只、增持 3 只、减持 2 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BCRX | BIOCRYST PHARMACEUTICALS INC | $13.7M | 13.71% | 864,916 | 持平 |
| 2 | NTLA | INTELLIA THERAPEUTICS INC | $10.3M | 10.33% | 63,634 | 持平 |
| 3 | EPZM | EPIZYME INC | $7.0M | 6.97% | 836,802 | 增持 |
| 4 | EPIX | ESSA PHARMA INC | $6.8M | 6.80% | 237,442 | 持平 |
| 5 | NEO | NEOGENOMICS INC | $6.7M | 6.70% | 147,921 | 持平 |
| 6 | MEIP | MEI PHARMA INC | $6.6M | 6.66% | 2.3M | 持平 |
| 7 | CRNX | CRINETICS PHARMACEUTICALS IN | $5.6M | 5.57% | 294,620 | 增持 |
| 8 | CYTK | CYTOKINETICS INC | $4.8M | 4.85% | 244,673 | 持平 |
| 9 | FOLD | AMICUS THERAPEUTICS INC | $4.8M | 4.83% | 500,000 | 新建仓 |
| 10 | HRMY | HARMONY BIOSCIENCES HLDGS IN | $4.2M | 4.25% | 150,000 | 持平 |
| 11 | INZY | INOZYME PHARMA INC | $4.1M | 4.14% | 242,517 | 增持 |
| 12 | YMAB | Y-MABS THERAPEUTICS INC | $3.9M | 3.88% | 114,454 | 持平 |
| 13 | MIRM | MIRUM PHARMACEUTICALS INC | $3.6M | 3.57% | 205,866 | 持平 |
| 14 | ADCT | ADC THERAPEUTICS SA | $3.0M | 3.05% | 124,875 | 持平 |
| 15 | VSTM | VERASTEM INC | $2.9M | 2.88% | 705,585 | 新建仓 |
| 16 | MRUS | MERUS N V | $2.8M | 2.76% | 130,683 | 持平 |
| 17 | GERN | GERON CORP | $2.7M | 2.70% | 1.9M | 持平 |
| 18 | TECX | AVROBIO INC | $2.2M | 2.18% | 244,920 | 持平 |
| 19 | RVMD | REVOLUTION MEDICINES INC | $1.6M | 1.59% | 50,000 | 新建仓 |
| 20 | BDTX | BLACK DIAMOND THERAPEUTICS I | $1.3M | 1.35% | 110,447 | 持平 |
| 21 | GTHX | G1 THERAPEUTICS INC | $1.0M | 1.05% | 47,708 | 减持 |
| 22 | TPTX | TURNING POINT THERAPEUTICS I | $169,000 | 0.17% | 2,164 | 减持 |
| 23 | APLS | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | CARA | CARA THERAPEUTICS INC | $0 | 0.00% | 0 | 清仓 |
| 25 | FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2021-06-30
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