CHI Advisors LLC 13F 持仓 · 最近申报 2023年Q3
CHI Advisors 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 2.52 亿美元。前几大持仓：PLRX（20.74%）、RPTX（14.27%）、CGEM（12.25%）。本季前 25 大持仓中：新建仓 4 只、增持 9 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PLRX | PLIANT THERAPEUTICS INC | $52.3M | 20.74% | 3.2M | 减持 |
| 2 | RPTX | REPARE THERAPEUTICS INC | $36.0M | 14.27% | 3.0M | 增持 |
| 3 | CGEM | CULLINAN ONCOLOGY INC | $30.9M | 12.25% | 3.4M | 持平 |
| 4 | SLRN | ACELYRIN INC | $23.0M | 9.12% | 2.3M | 减持 |
| 5 | ORTX | ORCHARD THERAPEUTICS PLC | $14.0M | 5.56% | 12.3M | 增持 |
| 6 | LRMR | LARIMAR THERAPEUTICS INC | $13.5M | 5.35% | 3.4M | 持平 |
| 7 | KROS | KEROS THERAPEUTICS INC | $13.0M | 5.15% | 407,633 | 增持 |
| 8 | IKNA | IKENA ONCOLOGY INC | $9.4M | 3.74% | 2.2M | 增持 |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $7.7M | 3.04% | 215,000 | 增持 |
| 10 | CMPX | COMPASS THERAPEUTICS INC | $5.6M | 2.21% | 2.8M | 持平 |
| 11 | MLYS | MINERALYS THERAPEUTICS INC | $5.4M | 2.14% | 568,379 | 新建仓 |
| 12 | INZY | INOZYME PHARMA INC | $5.3M | 2.11% | 1.3M | 增持 |
| 13 | SYRS | SYROS PHARMACEUTICALS INC | $5.1M | 2.03% | 1.3M | 增持 |
| 14 | BPMC | BLUEPRINT MEDICINES CORP | $4.7M | 1.85% | 92,888 | 新建仓 |
| 15 | LABD | DIREXION SHS ETF TR | $4.6M | 1.84% | 225,000 | 减持 |
| 16 | TSVT | 2SEVENTY BIO INC | $3.9M | 1.56% | 1.0M | 增持 |
| 17 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $3.4M | 1.36% | 60,000 | 新建仓 |
| 18 | OVID | OVID THERAPEUTICS INC | $3.3M | 1.32% | 864,822 | 持平 |
| 19 | SGMT | SAGIMET BIOSCIENCES INC | $3.1M | 1.22% | 348,842 | 新建仓 |
| 20 | OMGA | OMEGA THERAPEUTICS INC | $2.3M | 0.90% | 1.1M | 持平 |
| 21 | BDTX | BLACK DIAMOND THERAPEUTICS I | $2.1M | 0.82% | 720,000 | 减持 |
| 22 | RLYB | RALLYBIO CORP | $1.3M | 0.52% | 390,734 | 减持 |
| 23 | IRON | DISC MEDICINE INC | $1.2M | 0.47% | 25,000 | 减持 |
| 24 | LENZ | GRAPHITE BIO INC | $572,726 | 0.23% | 230,938 | 持平 |
| 25 | BRLT | FREELINE THERAPEUTICS HLDGS | $372,613 | 0.15% | 86,654 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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