Springhill Fund Asset Management (HK) Co Ltd 13F 持仓 · 最近申报 2025年Q1
Springhill Fund Asset Management (HK) Co 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 2,086.74 万美元。前几大持仓：VRNA（19.32%）、SMMT（11.49%）、JANX（10.16%）。本季前 25 大持仓中：新建仓 13 只、增持 2 只、减持 4 只、清仓 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VRNA | VERONA PHARMA PLC | $4.0M | 19.32% | 63,499 | 减持 |
| 2 | SMMT | SUMMIT THERAPEUTICS INC | $2.4M | 11.49% | 124,307 | 新建仓 |
| 3 | JANX | JANUX THERAPEUTICS INC | $2.1M | 10.16% | 78,500 | 增持 |
| 4 | REGN | REGENERON PHARMACEUTICALS | $1.6M | 7.90% | 2,600 | 新建仓 |
| 5 | NBIX | NEUROCRINE BIOSCIENCES INC | $1.5M | 7.21% | 13,612 | 新建仓 |
| 6 | INSM | INSMED INC | $1.5M | 7.02% | 19,192 | 减持 |
| 7 | SLNO | SOLENO THERAPEUTICS INC | $1.4M | 6.80% | 19,858 | 增持 |
| 8 | JAZZ | JAZZ PHARMACEUTICALS PLC | $1.2M | 5.86% | 9,853 | 新建仓 |
| 9 | AKRO | AKERO THERAPEUTICS INC | $806,564 | 3.87% | 19,925 | 减持 |
| 10 | ARGX | ARGENX SE | $678,277 | 3.25% | 1,146 | 新建仓 |
| 11 | LLY | ELI LILLY & CO | $673,943 | 3.23% | 816 | 新建仓 |
| 12 | PTGX | PROTAGONIST THERAPEUTICS INC | $621,861 | 2.98% | 12,859 | 新建仓 |
| 13 | TGTX | TG THERAPEUTICS INC | $532,305 | 2.55% | 13,500 | 新建仓 |
| 14 | TARS | TARSUS PHARMACEUTICALS INC | $363,494 | 1.74% | 7,076 | 新建仓 |
| 15 | ASND | ASCENDIS PHARMA A/S | $338,684 | 1.62% | 2,173 | 新建仓 |
| 16 | RYTM | RHYTHM PHARMACEUTICALS INC | $332,493 | 1.59% | 6,277 | 新建仓 |
| 17 | BNTX | BIONTECH SE | $273,180 | 1.31% | 3,000 | 新建仓 |
| 18 | SWTX | SPRINGWORKS THERAPEUTICS INC | $260,235 | 1.25% | 5,897 | 新建仓 |
| 19 | COGT | COGENT BIOSCIENCES INC | $176,651 | 0.85% | 29,491 | 减持 |
| 20 | ABVX | ABIVAX SA | $0 | 0.00% | 0 | 清仓 |
| 21 | AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | 清仓 |
| 22 | BCYC | BICYCLE THERAPEUTICS PLC | $0 | 0.00% | 0 | 清仓 |
| 23 | CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | 清仓 |
| 25 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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