Opaleye Management Inc. 13F 持仓 · 2026年Q2
Opaleye Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 11.04 亿美元。前几大持仓：LQDA（17.67%）、ETON（9.38%）、HROW（9.23%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LQDA | LIQUIDIA CORPORATION | $195.1M | 17.67% | 2.4M | 减持 |
| 2 | ETON | ETON PHARMACEUTICALS INC | $103.5M | 9.38% | 2.9M | 持平 |
| 3 | HROW | HARROW INC | $101.9M | 9.23% | 2.4M | 减持 |
| 4 | IRON | DISC MEDICINE INC | $62.5M | 5.66% | 855,000 | 增持 |
| 5 | URGN | UROGEN PHARMA LTD | $53.0M | 4.80% | 1.4M | 增持 |
| 6 | APGE | APOGEE THERAPEUTICS INC | $51.8M | 4.69% | 390,000 | 持平 |
| 7 | MGTX | MEIRAGTX HLDGS PLC | $48.0M | 4.34% | 3.5M | 增持 |
| 8 | SLGL | SOL-GEL TECHNOLOGIES LTD | $37.1M | 3.36% | 500,000 | 持平 |
| 9 | RZLT | REZOLUTE INC | $32.8M | 2.97% | 6.3M | 持平 |
| 10 | TGTX | TG THERAPEUTICS INC | $29.4M | 2.66% | 535,000 | 持平 |
| 11 | IMMX | IMMIX BIOPHARMA INC | $24.2M | 2.19% | 2.3M | 新建仓 |
| 12 | CBIO | CRESCENT BIOPHARMA INC. | $23.7M | 2.15% | 1.3M | 增持 |
| 13 | STOK | STOKE THERAPEUTICS INC | $22.9M | 2.07% | 700,000 | 持平 |
| 14 | ACOG | ALPHA COGNITION INC | $20.9M | 1.89% | 2.9M | 增持 |
| 15 | EWTX | EDGEWISE THERAPEUTICS INC | $20.3M | 1.84% | 500,000 | 持平 |
| 16 | RVMD | REVOLUTION MEDICINES INC | $18.7M | 1.70% | 100,000 | 持平 |
| 17 | GLUE | MONTE ROSA THERAPEUTICS INC | $18.0M | 1.63% | 745,000 | 新建仓 |
| 18 | ALMS | ALUMIS INC | $15.5M | 1.40% | 550,000 | 持平 |
| 19 | CDXS | CODEXIS INC | $15.3M | 1.39% | 6.8M | 持平 |
| 20 | REPL | REPLIMUNE GROUP INC | $15.3M | 1.39% | 1.4M | 新建仓 |
| 21 | MBX | MBX BIOSCIENCES INC | $14.4M | 1.30% | 260,000 | 持平 |
| 22 | XOMA | XOMA ROYALTY CORPORATION | $14.4M | 1.30% | 338,374 | 增持 |
| 23 | RYTM | RHYTHM PHARMACEUTICALS INC | $13.6M | 1.23% | 122,500 | 减持 |
| 24 | EDIT | EDITAS MEDICINE INC | $12.5M | 1.13% | 3.9M | 增持 |
| 25 | PTGX | PROTAGONIST THERAPEUTICS INC | $12.3M | 1.11% | 100,000 | 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