Octagon Capital Advisors LP 13F 持仓 · 2026年Q2
Octagon Capital Advisors 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 11.13 亿美元。前几大持仓：DNTH（16.14%）、DFTX（12.47%）、ABVX（11.89%）。本季前 25 大持仓中：新建仓 5 只、增持 4 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DNTH | DIANTHUS THERAPEUTICS INC | $179.5M | 16.14% | 1.8M | 减持 |
| 2 | DFTX | DEFINIUM THERAPEUTICS INC | $138.8M | 12.47% | 3.0M | 增持 |
| 3 | ABVX | ABIVAX SA | $132.3M | 11.89% | 993,000 | 增持 |
| 4 | COGT | COGENT BIOSCIENCES INC | $90.9M | 8.17% | 2.4M | 持平 |
| 5 | ALMS | ALUMIS INC | $79.7M | 7.16% | 2.8M | 持平 |
| 6 | AVBP | ARRIVENT BIOPHARMA INC | $68.5M | 6.15% | 2.0M | 持平 |
| 7 | TSHA | TAYSHA GENE THERAPIES INC | $66.0M | 5.93% | 9.7M | 增持 |
| 8 | BIOA | BIOAGE LABS INC | $42.8M | 3.85% | 1.7M | 持平 |
| 9 | MIRM | MIRUM PHARMACEUTICALS INC | $39.7M | 3.57% | 338,900 | 持平 |
| 10 | KYMR | KYMERA THERAPEUTICS INC | $35.5M | 3.20% | 310,000 | 减持 |
| 11 | AKTS | AKTIS ONCOLOGY INC | $31.0M | 2.78% | 960,847 | 持平 |
| 12 | XENE | XENON PHARMACEUTICALS INC | $29.6M | 2.66% | 490,000 | 持平 |
| 13 | ERAS | ERASCA INC | $23.0M | 2.07% | 1.3M | 新建仓 |
| 14 | PALI | PALISADE BIO INC | $21.5M | 1.93% | 10.3M | 持平 |
| 15 | OCUL | OCULAR THERAPEUTIX INC | $20.4M | 1.83% | 2.1M | 减持 |
| 16 | IRON | DISC MEDICINE INC | $19.7M | 1.78% | 270,000 | 持平 |
| 17 | SMMT | SUMMIT THERAPEUTICS INC | $18.2M | 1.64% | 1.2M | 新建仓 |
| 18 | PHVS | PHARVARIS N V | $15.8M | 1.42% | 456,721 | 增持 |
| 19 | ANL | ADLAI NORTYE LTD | $10.7M | 0.97% | 934,716 | 新建仓 |
| 20 | DTIL | PRECISION BIOSCIENCES INC | $10.6M | 0.95% | 1.4M | 减持 |
| 21 | DBVT | DBV TECHNOLOGIES S A | $9.4M | 0.85% | 574,200 | 持平 |
| 22 | FTH | FAETH THERAPEUTICS INC | $9.0M | 0.81% | 361,010 | 新建仓 |
| 23 | GYRE | GYRE THERAPEUTICS INC | $6.3M | 0.57% | 954,416 | 新建仓 |
| 24 | TRVI | TREVI THERAPEUTICS INC | $5.9M | 0.53% | 315,000 | 减持 |
| 25 | UNCY | UNICYCIVE THERAPEUTICS INC | $4.7M | 0.42% | 1.0M | 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