Exome Asset Management LLC 13F 持仓 · 2026年Q2
Exome Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 1.62 亿美元。前几大持仓：GH（6.25%）、PRAX（5.62%）、TGTX（5.59%）。本季前 25 大持仓中：新建仓 3 只、增持 1 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GH | GUARDANT HEALTH INC | $10.1M | 6.25% | 67,500 | 减持 |
| 2 | PRAX | PRAXIS PRECISION MEDICINES I | $9.1M | 5.62% | 27,205 | 减持 |
| 3 | TGTX | TG THERAPEUTICS INC | $9.1M | 5.59% | 164,915 | 新建仓 |
| 4 | COGT | COGENT BIOSCIENCES INC | $8.1M | 5.03% | 210,523 | 减持 |
| 5 | IONS | IONIS PHARMACEUTICALS INC | $7.0M | 4.31% | 88,177 | 减持 |
| 6 | LLY | ELI LILLY & CO | $6.6M | 4.06% | 5,492 | 减持 |
| 7 | ABVX | ABIVAX SA | $6.2M | 3.85% | 46,878 | 新建仓 |
| 8 | ALMS | ALUMIS INC | $5.8M | 3.55% | 204,418 | 减持 |
| 9 | CYTK | CYTOKINETICS INC | $5.1M | 3.16% | 60,056 | 减持 |
| 10 | ELVN | ENLIVEN THERAPEUTICS INC | $5.1M | 3.14% | 100,203 | 减持 |
| 11 | VERA | VERA THERAPEUTICS INC | $4.2M | 2.57% | 97,276 | 减持 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $4.0M | 2.46% | 9,612 | 减持 |
| 13 | TXG | 10X GENOMICS INC | $3.9M | 2.43% | 102,629 | 减持 |
| 14 | NTRA | NATERA INC | $3.7M | 2.31% | 13,800 | 减持 |
| 15 | QURE | UNIQURE NV | $3.7M | 2.30% | 81,056 | 新建仓 |
| 16 | RYTM | RHYTHM PHARMACEUTICALS INC | $3.6M | 2.21% | 32,209 | 减持 |
| 17 | MAZE | MAZE THERAPEUTICS INC | $3.4M | 2.11% | 114,692 | 增持 |
| 18 | GLUE | MONTE ROSA THERAPEUTICS INC | $3.3M | 2.05% | 137,115 | 减持 |
| 19 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $3.2M | 2.00% | 166,493 | 减持 |
| 20 | ALKS | ALKERMES PLC | $3.2M | 1.98% | 61,336 | 减持 |
| 21 | LQDA | LIQUIDIA CORPORATION | $3.1M | 1.93% | 39,224 | 减持 |
| 22 | UTHR | UNITED THERAPEUTICS CORP DEL | $2.9M | 1.81% | 5,410 | 减持 |
| 23 | GKOS | GLAUKOS CORP | $2.8M | 1.71% | 19,862 | 减持 |
| 24 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $2.6M | 1.62% | 32,214 | 减持 |
| 25 | AGIO | AGIOS PHARMACEUTICALS INC | $2.6M | 1.61% | 70,500 | 减持 |
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