NEA Management Company, LLC 13F 持仓 · 2026年Q2
NEA Management Company 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 15.88 亿美元。前几大持仓：TRVI（15.53%）、MBX（12.56%）、GLUE（11.72%）。本季前 25 大持仓中：新建仓 1 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TRVI | Trevi Therapeutics, Inc. | $246.6M | 15.53% | 13.2M | 持平 |
| 2 | MBX | MBX Biosciences, Inc. | $199.5M | 12.56% | 3.6M | 持平 |
| 3 | GLUE | Monte Rosa Therapeutics, Inc. | $186.2M | 11.72% | 7.7M | 持平 |
| 4 | CELC | Celcuity Inc. | $179.0M | 11.27% | 1.7M | 减持 |
| 5 | SGP | Spyglass Pharma, Inc. | $164.6M | 10.36% | 7.4M | 持平 |
| 6 | SVRA | Savara, Inc. | $150.7M | 9.49% | 24.5M | 持平 |
| 7 | ZBIO | Zenas BioPharma, Inc. | $102.1M | 6.43% | 4.0M | 持平 |
| 8 | COUR | Coursera, Inc. | $72.6M | 4.57% | 12.9M | 持平 |
| 9 | AUPH | Aurinia Pharmaceuticals, Inc. | $67.4M | 4.24% | 4.0M | 持平 |
| 10 | CRSP | CRISPR Therapeutics AG | $57.7M | 3.64% | 1.1M | 持平 |
| 11 | ORIC | ORIC Pharmaceuticals, Inc. | $44.6M | 2.81% | 4.1M | 持平 |
| 12 | PHAT | Phathom Pharmaceuticals, Inc. | $21.3M | 1.34% | 2.0M | 持平 |
| 13 | KRRO | Korro Bio, Inc. | $17.1M | 1.08% | 1.3M | 持平 |
| 14 | XFOR | X4 Pharmaceuticals, Inc. | $15.1M | 0.95% | 3.2M | 持平 |
| 15 | CSBR | Champions Oncology, Inc. | $10.6M | 0.66% | 1.7M | 持平 |
| 16 | NKTX | Nkarta, Inc. | $10.1M | 0.64% | 3.6M | 持平 |
| 17 | CVRX | CVRx, Inc. | $10.0M | 0.63% | 2.0M | 减持 |
| 18 | BDTX | Black Diamond Therapeutics, Inc. | $8.2M | 0.52% | 4.4M | 持平 |
| 19 | IVA | Inventiva SA | $5.5M | 0.35% | 1.5M | 持平 |
| 20 | KPTI | Karyopharm Therapeutics Inc. | $5.6M | 0.35% | 576,780 | 新建仓 |
| 21 | LONA | LeonaBio, Inc. | $4.3M | 0.27% | 464,398 | 持平 |
| 22 | SNTI | Senti Biosciences, Inc. | $4.2M | 0.26% | 3.8M | 持平 |
| 23 | MRKR | Marker Therapeutics, Inc. | $2.4M | 0.15% | 1.6M | 持平 |
| 24 | OKUR | OnKure Therapeutics, Inc. | $2.2M | 0.14% | 478,548 | 持平 |
| 25 | IMA | ImageneBio, Inc. | $295,030 | 0.02% | 50,005 | 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