EcoR1 Capital, LLC 13F 持仓 · 2026年Q2
EcoR1 Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 20.57 亿美元。前几大持仓：ZYME（29.19%）、ANAB（25.86%）、AKTS（7.56%）。本季前 25 大持仓中：新建仓 7 只、增持 3 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ZYME | ZYMEWORKS INC | $600.4M | 29.19% | 23.0M | 持平 |
| 2 | ANAB | ANAPTYSBIO INC | $531.9M | 25.86% | 7.9M | 持平 |
| 3 | AKTS | AKTIS ONCOLOGY INC | $155.5M | 7.56% | 4.8M | 持平 |
| 4 | CGON | CG ONCOLOGY INC | $146.1M | 7.10% | 2.1M | 增持 |
| 5 | ETON | ETON PHARMACEUTICALS INC | $78.6M | 3.82% | 2.2M | 持平 |
| 6 | CRSP | CRISPR THERAPEUTICS AG | $75.8M | 3.68% | 1.4M | 持平 |
| 7 | ORIC | ORIC PHARMACEUTICALS INC | $72.9M | 3.54% | 6.7M | 持平 |
| 8 | TRAX | FIRST TRACKS BIOTHERAPEUTICS | $63.9M | 3.11% | 3.2M | 新建仓 |
| 9 | LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $50.0M | 2.43% | 1.7M | 持平 |
| 10 | NGNE | NEUROGENE INC | $40.0M | 1.94% | 1.3M | 持平 |
| 11 | FULC | FULCRUM THERAPEUTICS INC | $24.0M | 1.17% | 6.5M | 新建仓 |
| 12 | STOK | STOKE THERAPEUTICS INC | $24.0M | 1.17% | 735,000 | 增持 |
| 13 | LEGN | LEGEND BIOTECH CORP | $23.1M | 1.12% | 800,000 | 新建仓 |
| 14 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $21.5M | 1.05% | 2.8M | 持平 |
| 15 | MBX | MBX BIOSCIENCES INC | $21.4M | 1.04% | 388,500 | 减持 |
| 16 | ZBIO | ZENAS BIOPHARMA INC | $20.0M | 0.97% | 789,500 | 持平 |
| 17 | ATRA | ATARA BIOTHERAPEUTICS INC | $17.8M | 0.87% | 1.6M | 增持 |
| 18 | RLAY | RELAY THERAPEUTICS INC | $13.1M | 0.63% | 697,948 | 减持 |
| 19 | AURA | AURA BIOSCIENCES INC | $11.8M | 0.58% | 1.7M | 新建仓 |
| 20 | ODTX | ODYSSEY THERAPEUTICS INC | $10.4M | 0.51% | 555,555 | 新建仓 |
| 21 | EIKN | EIKON THERAPEUTICS INC | $9.6M | 0.46% | 732,606 | 持平 |
| 22 | PHVS | PHARVARIS N V | $8.1M | 0.40% | 235,000 | 新建仓 |
| 23 | ZURA | ZURA BIO LTD | $7.0M | 0.34% | 1.2M | 持平 |
| 24 | PHAT | PHATHOM PHARMACEUTICALS INC | $6.8M | 0.33% | 625,000 | 持平 |
| 25 | NRIX | NURIX THERAPEUTICS INC | $6.6M | 0.32% | 270,000 | 新建仓 |
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