Ishara Investments LP 13F 持仓 · 2026年Q2
Ishara Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 41 只证券，申报市值合计 1.36 亿美元。前几大持仓：ACAD（7.62%）、XERS（7.16%）、BMRN（6.03%）。本季前 25 大持仓中：新建仓 9 只、增持 11 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ACAD | ACADIA PHARMACEUTICALS INC | $10.4M | 7.62% | 410,000 | 增持 |
| 2 | XERS | XERIS BIOPHARMA HOLDINGS INC | $9.7M | 7.16% | 1.2M | 增持 |
| 3 | BMRN | BIOMARIN PHARMACEUTICAL INC | $8.2M | 6.03% | 143,500 | 增持 |
| 4 | PRAX | PRAXIS PRECISION MEDICINES I | $7.5M | 5.55% | 22,550 | 减持 |
| 5 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $6.8M | 5.03% | 205,000 | 增持 |
| 6 | AGIO | AGIOS PHARMACEUTICALS INC | $6.1M | 4.47% | 164,000 | 新建仓 |
| 7 | INSM | INSMED INC | $5.5M | 4.01% | 51,250 | 新建仓 |
| 8 | CRNX | CRINETICS PHARMACEUTICALS IN | $5.4M | 3.95% | 143,500 | 新建仓 |
| 9 | ZNTL | ZENTALIS PHARMACEUTICALS INC | $5.0M | 3.65% | 1.0M | 减持 |
| 10 | PCVX | VAXCYTE INC | $4.8M | 3.50% | 82,000 | 增持 |
| 11 | ANNX | ANNEXON INC | $4.7M | 3.44% | 820,000 | 增持 |
| 12 | TVTX | TRAVERE THERAPEUTICS INC | $4.7M | 3.42% | 82,000 | 减持 |
| 13 | TNXP | TONIX PHARMACEUTICALS HLDG C | $4.3M | 3.17% | 338,250 | 新建仓 |
| 14 | BBIO | BRIDGEBIO PHARMA INC | $4.3M | 3.14% | 57,400 | 新建仓 |
| 15 | AXSM | AXSOME THERAPEUTICS INC. | $4.0M | 2.95% | 16,400 | 减持 |
| 16 | CTNM | CONTINEUM THERAPEUTICS INC | $3.4M | 2.47% | 205,000 | 增持 |
| 17 | LXRX | LEXICON PHARMACEUTICALS INC | $3.1M | 2.24% | 1.3M | 增持 |
| 18 | KURA | KURA ONCOLOGY INC | $3.0M | 2.23% | 276,750 | 新建仓 |
| 19 | DBVT | DBV TECHNOLOGIES S A | $3.0M | 2.22% | 184,500 | 增持 |
| 20 | GMAB | GENMAB A/S | $2.8M | 2.07% | 102,500 | 增持 |
| 21 | CYTK | CYTOKINETICS INC | $2.8M | 2.05% | 32,800 | 新建仓 |
| 22 | MLYS | MINERALYS THERAPEUTICS INC | $2.8M | 2.03% | 102,500 | 增持 |
| 23 | SLN | SILENCE THERAPEUTICS PLC | $2.4M | 1.79% | 55,350 | 减持 |
| 24 | NUVB | NUVATION BIO INC | $2.1M | 1.54% | 369,000 | 新建仓 |
| 25 | WVE | WAVE LIFE SCIENCES LTD | $1.9M | 1.40% | 328,000 | 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