DAFNA Capital Management LLC 13F 持仓 · 2026年Q2
DAFNA Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 5.24 亿美元。前几大持仓：RVMD（20.09%）、XBI（5.93%）、CMPS（5.43%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $105.4M | 20.09% | 562,630 | 减持 |
| 2 | XBI | SPDR S&P BIOTECH ETF | $31.1M | 5.93% | 196,505 | 减持 |
| 3 | CMPS | COMPASS PATHWAYS PLC | $28.5M | 5.43% | 2.0M | 减持 |
| 4 | STXS | STEREOTAXIS INC | $23.5M | 4.49% | 13.7M | 持平 |
| 5 | NKTR | NEKTAR THERAPEUTICS | $22.2M | 4.24% | 318,380 | 增持 |
| 6 | DNLI | DENALI THERAPEUTICS INC | $19.0M | 3.62% | 739,014 | 增持 |
| 7 | IDYA | IDEAYA BIOSCIENCES INC | $18.5M | 3.53% | 497,240 | 增持 |
| 8 | ATRC | ATRICURE INC | $16.7M | 3.19% | 597,431 | 持平 |
| 9 | XENE | XENON PHARMACEUTICALS INC | $15.1M | 2.89% | 250,772 | 持平 |
| 10 | CYTK | CYTOKINETICS INC | $14.7M | 2.79% | 171,998 | 减持 |
| 11 | RCUS | ARCUS BIOSCIENCES INC | $13.6M | 2.60% | 441,829 | 减持 |
| 12 | ASND | ASCENDIS PHARMA A/S | $12.9M | 2.47% | 48,469 | 新建仓 |
| 13 | NBIX | NEUROCRINE BIOSCIENCES INC | $9.7M | 1.86% | 57,769 | 减持 |
| 14 | AXGN | AXOGEN INC | $9.7M | 1.84% | 208,960 | 减持 |
| 15 | PODD | INSULET CORP | $9.4M | 1.80% | 61,870 | 增持 |
| 16 | EWTX | EDGEWISE THERAPEUTICS INC | $9.2M | 1.76% | 226,819 | 增持 |
| 17 | BCAX | BICARA THERAPEUTICS INC | $8.5M | 1.61% | 284,955 | 减持 |
| 18 | IBB | ISHARES NASDAQ BIOTECH INDX | $8.1M | 1.54% | 42,595 | 减持 |
| 19 | SNDX | SYNDAX PHARMACEUTICALS INC | $7.3M | 1.40% | 335,255 | 增持 |
| 20 | LRMR | LARIMAR THERAPEUTICS INC | $6.1M | 1.17% | 2.0M | 减持 |
| 21 | MPLT | MAPLIGHT THERAPEUTICS INC | $6.1M | 1.17% | 171,006 | 持平 |
| 22 | IPSC | CENTURY THERAPEUTICS INC | $5.9M | 1.12% | 2.4M | 减持 |
| 23 | DXCM | DEXCOM INC | $5.8M | 1.11% | 86,279 | 持平 |
| 24 | IMVT | IMMUNOVANT INC | $5.8M | 1.10% | 149,524 | 减持 |
| 25 | INGN | INOGEN INC | $5.5M | 1.04% | 845,179 | 持平 |
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