Foresite Capital Management VI LLC 13F 持仓 · 2026年Q2
Foresite Capital Management VI 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 23 只证券,申报市值合计 6.43 亿美元。前几大持仓:CGON(26.20%)、ALMS(18.60%)、SPTX(6.02%)。本季前 25 大持仓中:新建仓 8 只、增持 6 只、减持 1 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGON | CG Oncology, Inc. | $168.4M | 26.20% | 2.4M | 增持 |
| 2 | ALMS | ALUMIS INC. | $119.5M | 18.60% | 4.2M | 持平 |
| 3 | SPTX | Seaport Therapeutics, Inc. | $38.7M | 6.02% | 1.8M | 新建仓 |
| 4 | DNLI | Denali Therapeutics Inc. | $35.9M | 5.59% | 1.4M | 增持 |
| 5 | CLDX | Celldex Therapeutics, Inc. | $32.7M | 5.09% | 879,713 | 增持 |
| 6 | AGIO | AGIOS PHARMACEUTICALS, INC. | $29.1M | 4.53% | 785,000 | 增持 |
| 7 | CRVS | Corvus Pharmaceuticals, Inc. | $27.4M | 4.26% | 1.8M | 持平 |
| 8 | PBLS | Parabilis Medicines, Inc. | $27.3M | 4.26% | 999,044 | 新建仓 |
| 9 | GHRS | GH Research PLC | $25.3M | 3.93% | 940,493 | 增持 |
| 10 | JBIO | Jade Biosciences, Inc. | $19.7M | 3.07% | 886,667 | 增持 |
| 11 | HNGE | Hinge Health, Inc. | $18.3M | 2.85% | 220,400 | 持平 |
| 12 | KYMR | Kymera Therapeutics, Inc. | $16.8M | 2.61% | 146,332 | 持平 |
| 13 | ATAI | AtaiBeckley Inc. | $14.5M | 2.26% | 2.8M | 持平 |
| 14 | VSTM | Verastem, Inc. | $12.0M | 1.87% | 3.1M | 持平 |
| 15 | BEAM | Beam Therapeutics Inc. | $11.3M | 1.76% | 330,000 | 新建仓 |
| 16 | NERV | Minerva Neurosciences, Inc. | $11.0M | 1.71% | 2.0M | 减持 |
| 17 | AVBP | ArriVent BioPharma, Inc. | $10.5M | 1.63% | 301,341 | 新建仓 |
| 18 | AURA | Aura Biosciences, Inc. | $9.5M | 1.47% | 1.3M | 新建仓 |
| 19 | CRNX | Crinetics Pharmaceuticals, Inc. | $7.9M | 1.23% | 212,010 | 持平 |
| 20 | RACC | Research Alliance Corp III | $3.2M | 0.50% | 300,000 | 新建仓 |
| 21 | ZURA | Zura Bio Ltd | $2.7M | 0.41% | 450,000 | 持平 |
| 22 | KLRA | Kailera Therapeutics, Inc. | $826,125 | 0.13% | 37,500 | 新建仓 |
| 23 | IRON | Disc Medicine, Inc. | $70,946 | 0.01% | 970 | 新建仓 |
| 24 | CNTA | Centessa Pharmaceuticals plc | $0 | 0.00% | 0 | 清仓 |
| 25 | OKUR | OnKure Therapeutics, Inc. | $0 | 0.00% | 0 | 清仓 |
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