Knott David M Jr 13F 持仓 · 2026年Q2
Knott David M Jr 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 1.89 亿美元。前几大持仓：GOOG（17.07%）、APO（14.07%）、SNDX（5.05%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-Cl C | $32.3M | 17.07% | 91,420 | 持平 |
| 2 | APO | Apollo Global Management, Inc. | $26.6M | 14.07% | 225,000 | 持平 |
| 3 | SNDX | Syndax Pharmaceutical, Inc. | $9.6M | 5.05% | 437,245 | 增持 |
| 4 | XERS | Xeris Biopharma Holdings, Inc. | $8.4M | 4.44% | 1.1M | 持平 |
| 5 | TVTX | Travere Therapeutics, Inc. | $8.4M | 4.42% | 147,282 | 增持 |
| 6 | PTGX | Protagonist Therapeutics, Inc | $7.7M | 4.08% | 63,000 | 持平 |
| 7 | BBIO | Bridgebio Pharma, Inc. | $6.9M | 3.66% | 92,850 | 增持 |
| 8 | IOVA | Iovance Biotherapeutics, Inc. | $6.7M | 3.52% | 1.6M | 持平 |
| 9 | ALKS | Alkermes PLC | $6.4M | 3.37% | 121,759 | 增持 |
| 10 | JPM | JPMorgan Chase & Co. | $5.9M | 3.13% | 18,098 | 减持 |
| 11 | JAAA | Janus Henderson AAA CLO ETF | $4.7M | 2.50% | 93,528 | 持平 |
| 12 | LPL Financial Holdings Inc. | $4.6M | 2.46% | 16,500 | 持平 | |
| 13 | COGT | Cogent Biosciences Inc. | $4.3M | 2.27% | 111,081 | 增持 |
| 14 | TGTX | TG Therapeutics, Inc. | $3.7M | 1.94% | 66,839 | 减持 |
| 15 | CLST | Catalyst Pharmaceuticals, Inc. | $3.6M | 1.89% | 114,000 | 新建仓 |
| 16 | AGIO | Agios Pharmaceutical, Inc. | $3.5M | 1.86% | 95,058 | 增持 |
| 17 | VRDN | Viridian Therapeutics, Inc. | $3.3M | 1.76% | 181,000 | 持平 |
| 18 | RLMD | Relmada Therapeutics, Inc. | $3.1M | 1.65% | 451,000 | 增持 |
| 19 | RCUS | Arcus Biosciences, Inc. | $2.5M | 1.32% | 81,241 | 持平 |
| 20 | HELP | Cybin Inc | $2.4M | 1.29% | 370,000 | 增持 |
| 21 | XBI | SPDR S&P Biotech ETF | $2.4M | 1.25% | 15,000 | 持平 |
| 22 | RZLT | Rezolute, Inc. | $1.9M | 1.02% | 370,000 | 持平 |
| 23 | AB | AllianceBernstein Holding L.P. | $1.7M | 0.89% | 48,000 | 持平 |
| 24 | MDGL | Madrigal Pharmaaceuticals, Inc. | $1.6M | 0.85% | 3,000 | 增持 |
| 25 | ATRC | AtriCure, Inc. | $1.4M | 0.76% | 51,400 | 持平 |
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