Jones Hill Capital LP 13F 持仓 · 2026年Q2
Jones Hill Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 4.70 亿美元。前几大持仓：BMRN（17.42%）、GILD（9.21%）、ARQT（6.07%）。本季前 25 大持仓中：新建仓 13 只、增持 5 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BMRN | BIOMARIN PHARMACEUTICAL INC | $81.9M | 17.42% | 1.4M | 增持 |
| 2 | GILD | GILEAD SCIENCES INC | $43.3M | 9.21% | 343,043 | 新建仓 |
| 3 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $28.6M | 6.07% | 1.1M | 新建仓 |
| 4 | MDGL | MADRIGAL PHARMACEUTICALS INC | $28.2M | 6.00% | 52,545 | 新建仓 |
| 5 | BCAX | BICARA THERAPEUTICS INC | $26.5M | 5.63% | 892,621 | 减持 |
| 6 | RLMD | RELMADA THERAPEUTICS INC | $25.3M | 5.38% | 3.7M | 增持 |
| 7 | TRVI | TREVI THERAPEUTICS INC | $25.0M | 5.31% | 1.3M | 增持 |
| 8 | PHVS | PHARVARIS N V | $23.4M | 4.98% | 677,879 | 增持 |
| 9 | XENE | XENON PHARMACEUTICALS INC | $22.2M | 4.72% | 367,900 | 新建仓 |
| 10 | ANIP | ANI PHARMACEUTICALS INC | $19.4M | 4.11% | 233,808 | 减持 |
| 11 | IMCR | IMMUNOCORE HLDGS PLC | $16.3M | 3.46% | 512,856 | 新建仓 |
| 12 | AMLX | AMYLYX PHARMACEUTICALS INC | $16.1M | 3.41% | 894,058 | 减持 |
| 13 | INSM | INSMED INC | $13.0M | 2.77% | 122,375 | 新建仓 |
| 14 | NUVL | NUVALENT INC | $12.2M | 2.58% | 98,442 | 减持 |
| 15 | CAPR | CAPRICOR THERAPEUTICS INC | $10.1M | 2.15% | 420,751 | 减持 |
| 16 | ACRS | ACLARIS THERAPEUTICS INC | $9.3M | 1.98% | 1.8M | 新建仓 |
| 17 | IMUX | IMMUNIC INC | $8.3M | 1.76% | 539,814 | 新建仓 |
| 18 | ORIC | ORIC PHARMACEUTICALS INC | $8.1M | 1.72% | 747,313 | 新建仓 |
| 19 | TNXP | TONIX PHARMACEUTICALS HLDG C | $8.0M | 1.70% | 625,428 | 增持 |
| 20 | SNDX | SYNDAX PHARMACEUTICALS INC | $7.4M | 1.58% | 340,000 | 新建仓 |
| 21 | OLMA | OLEMA PHARMACEUTICALS INC | $7.2M | 1.53% | 574,166 | 新建仓 |
| 22 | VIR | VIR BIOTECHNOLOGY INC | $6.7M | 1.43% | 659,213 | 减持 |
| 23 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $6.1M | 1.30% | 653,572 | 新建仓 |
| 24 | DNTH | DIANTHUS THERAPEUTICS INC | $5.6M | 1.18% | 57,100 | 新建仓 |
| 25 | VRTX | VERTEX PHARMACEUTICALS INC | $5.5M | 1.17% | 11,123 | 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