Ra Capital Management, L.P. 13F 持仓 · 2026年Q2
Ra Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 115.08 亿美元。前几大持仓：ASND（23.83%）、PBLS（6.88%）、RYTM（6.43%）。本季前 25 大持仓中：新建仓 5 只、增持 2 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ASND | ASCENDIS PHARMA A/S | $2.74B | 23.83% | 10.3M | 新建仓 |
| 2 | PBLS | PARABILIS MEDICINES INC | $791.9M | 6.88% | 28.9M | 新建仓 |
| 3 | RYTM | RHYTHM PHARMACEUTICALS INC | $740.2M | 6.43% | 6.7M | 持平 |
| 4 | PCVX | VAXCYTE INC | $667.0M | 5.80% | 11.5M | 持平 |
| 5 | SION | SIONNA THERAPEUTICS INC | $435.7M | 3.79% | 9.9M | 持平 |
| 6 | TYRA | TYRA BIOSCIENCES INC | $389.6M | 3.39% | 12.2M | 持平 |
| 7 | EWTX | EDGEWISE THERAPEUTICS INC | $341.0M | 2.96% | 8.4M | 减持 |
| 8 | NAMS | NEWAMSTERDAM PHARMA CO NV | $323.7M | 2.81% | 9.6M | 持平 |
| 9 | COAG | HEMAB THERAPEUTICS HOLDINGS | $286.8M | 2.49% | 7.8M | 新建仓 |
| 10 | SEPN | SEPTERNA INC | $234.3M | 2.04% | 7.0M | 持平 |
| 11 | BCAX | BICARA THERAPEUTICS INC | $215.4M | 1.87% | 7.3M | 持平 |
| 12 | MLYS | MINERALYS THERAPEUTICS INC | $207.6M | 1.80% | 7.7M | 持平 |
| 13 | GHRS | GH RESEARCH PLC | $205.3M | 1.78% | 7.6M | 减持 |
| 14 | IRON | DISC MEDICINE INC | $179.2M | 1.56% | 2.5M | 持平 |
| 15 | SGP | SPYGLASS PHARMA INC | $178.6M | 1.55% | 8.0M | 持平 |
| 16 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $174.2M | 1.51% | 18.0M | 增持 |
| 17 | JANX | JANUX THERAPEUTICS INC | $171.9M | 1.49% | 11.2M | 持平 |
| 18 | TSHA | TAYSHA GENE THERAPIES INC | $160.4M | 1.39% | 23.6M | 持平 |
| 19 | BCRX | BIOCRYST PHARMACEUTICALS INC | $158.3M | 1.38% | 15.8M | 持平 |
| 20 | WVE | WAVE LIFE SCIENCES LTD | $156.7M | 1.36% | 27.0M | 持平 |
| 21 | NUVL | NUVALENT INC-A | $153.9M | 1.34% | 1.2M | 减持 |
| 22 | ABVX | ABIVAX SA-ADR | $150.9M | 1.31% | 1.1M | 新建仓 |
| 23 | ORKA | ORUKA THERAPEUTICS INC | $148.0M | 1.29% | 1.6M | 新建仓 |
| 24 | CLYM | CLIMB BIO INC | $147.4M | 1.28% | 11.3M | 持平 |
| 25 | SLDB | SOLID BIOSCIENCES INC | $120.2M | 1.04% | 12.0M | 增持 |
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