Patient Square Capital LP 13F 持仓 · 2026年Q2
Patient Square Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 6.46 亿美元。前几大持仓：ROIV（43.97%）、RVMD（8.01%）、MIRM（4.72%）。本季前 25 大持仓中：新建仓 6 只、增持 9 只、减持 8 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ROIV | ROIVANT SCIENCES LTD | $283.9M | 43.97% | 8.0M | 减持 |
| 2 | RVMD | REVOLUTION MEDICINES INC | $51.7M | 8.01% | 276,000 | 新建仓 |
| 3 | MIRM | MIRUM PHARMACEUTICALS INC | $30.5M | 4.72% | 260,500 | 增持 |
| 4 | ABVX | ABIVAX SA | $27.5M | 4.26% | 206,500 | 增持 |
| 5 | ONC | BEONE MEDICINES LTD | $25.7M | 3.97% | 90,020 | 增持 |
| 6 | PHVS | PHARVARIS N V | $23.2M | 3.60% | 671,209 | 增持 |
| 7 | ARGX | ARGENX SE | $21.3M | 3.31% | 23,000 | 减持 |
| 8 | UTHR | UNITED THERAPEUTICS CORP DEL | $20.1M | 3.12% | 37,120 | 新建仓 |
| 9 | BLTE | BELITE BIO INC | $16.9M | 2.62% | 110,000 | 减持 |
| 10 | COGT | COGENT BIOSCIENCES INC | $16.4M | 2.55% | 425,000 | 减持 |
| 11 | DBVT | DBV TECHNOLOGIES S A | $14.9M | 2.31% | 909,474 | 增持 |
| 12 | XENE | XENON PHARMACEUTICALS INC | $13.3M | 2.06% | 220,000 | 减持 |
| 13 | BNTX | BIONTECH SE | $12.5M | 1.94% | 134,429 | 新建仓 |
| 14 | RCUS | ARCUS BIOSCIENCES INC | $11.0M | 1.70% | 355,800 | 增持 |
| 15 | ELVN | ENLIVEN THERAPEUTICS INC | $10.8M | 1.67% | 212,500 | 增持 |
| 16 | ALLO | ALLOGENE THERAPEUTICS INC | $10.5M | 1.63% | 5.0M | 增持 |
| 17 | DNTH | DIANTHUS THERAPEUTICS INC | $10.5M | 1.63% | 108,000 | 增持 |
| 18 | EYPT | EYEPOINT INC | $10.3M | 1.59% | 720,000 | 减持 |
| 19 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $9.7M | 1.50% | 370,000 | 减持 |
| 20 | CCCC | C4 THERAPEUTICS INC | $7.5M | 1.16% | 1.6M | 新建仓 |
| 21 | IVA | INVENTIVA SA | $7.4M | 1.15% | 2.0M | 新建仓 |
| 22 | KYMR | KYMERA THERAPEUTICS INC | $5.4M | 0.84% | 47,500 | 减持 |
| 23 | FTH | FAETH THERAPEUTICS INC | $4.4M | 0.68% | 175,050 | 新建仓 |
| 24 | ASMB | ASSEMBLY BIOSCIENCES INC | $0 | 0.00% | 0 | 清仓 |
| 25 | CATX | PERSPECTIVE THERAPEUTICS INC | $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