NEXTBio Capital Management LP 13F 持仓 · 2026年Q2
NEXTBio Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 2.17 亿美元。前几大持仓：PTGX（12.37%）、STTK（11.90%）、CMPS（11.56%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 5 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PTGX | PROTAGONIST THERAPEUTICS INC | $26.9M | 12.37% | 219,333 | 减持 |
| 2 | STTK | SHATTUCK LABS INC | $25.9M | 11.90% | 3.7M | 增持 |
| 3 | CMPS | COMPASS PATHWAYS PLC | $25.1M | 11.56% | 1.8M | 减持 |
| 4 | GPCR | STRUCTURE THERAPEUTICS INC | $16.8M | 7.71% | 312,496 | 增持 |
| 5 | VOR | VOR BIOPHARMA INC | $16.4M | 7.53% | 889,164 | 减持 |
| 6 | RYTM | RHYTHM PHARMACEUTICALS INC | $14.6M | 6.73% | 131,758 | 增持 |
| 7 | PVLA | PALVELLA THERAPEUTICS INC NE | $13.7M | 6.32% | 89,909 | 增持 |
| 8 | XENE | XENON PHARMACEUTICALS INC | $11.1M | 5.09% | 183,225 | 持平 |
| 9 | ZBIO | ZENAS BIOPHARMA INC | $10.8M | 4.98% | 426,736 | 持平 |
| 10 | ORIC | ORIC PHARMACEUTICALS INC | $7.6M | 3.52% | 706,124 | 增持 |
| 11 | IVA | INVENTIVA SA | $6.8M | 3.11% | 1.8M | 增持 |
| 12 | CBIO | CRESCENT BIOPHARMA INC. | $6.7M | 3.09% | 372,856 | 持平 |
| 13 | PCVX | VAXCYTE INC | $6.2M | 2.87% | 107,223 | 增持 |
| 14 | COGT | COGENT BIOSCIENCES INC | $5.1M | 2.33% | 131,075 | 减持 |
| 15 | VSTM | VERASTEM INC | $5.0M | 2.30% | 1.3M | 持平 |
| 16 | IRON | DISC MEDICINE INC | $3.9M | 1.77% | 52,655 | 持平 |
| 17 | PHVS | PHARVARIS N V | $3.7M | 1.72% | 108,055 | 新建仓 |
| 18 | ZLAB | ZAI LAB LTD | $3.5M | 1.60% | 183,362 | 持平 |
| 19 | BIOA | BIOAGE LABS INC | $2.5M | 1.14% | 100,732 | 新建仓 |
| 20 | LBRX | LB PHARMACEUTICALS INC | $2.2M | 1.02% | 68,249 | 新建仓 |
| 21 | EVMN | EVOMMUNE INC | $1.6M | 0.73% | 119,063 | 减持 |
| 22 | ACET | ADICET BIO INC | $1.4M | 0.63% | 157,827 | 持平 |
| 23 | CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | KALV | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | 清仓 |
| 25 | OCS | OCULIS HOLDING AG | $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