Squadron Capital Management LLC 13F 持仓 · 2026年Q2
Squadron Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 3.22 亿美元。前几大持仓：RLMD（15.78%）、CCCC（11.01%）、COGT（10.39%）。本季前 25 大持仓中：新建仓 10 只、增持 9 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RLMD | RELMADA THERAPEUTICS INC | $50.9M | 15.78% | 7.3M | 减持 |
| 2 | CCCC | C4 THERAPEUTICS INC | $35.5M | 11.01% | 7.6M | 增持 |
| 3 | COGT | COGENT BIOSCIENCES INC | $33.5M | 10.39% | 865,000 | 增持 |
| 4 | ZNTL | ZENTALIS PHARMACEUTICALS INC | $20.0M | 6.21% | 4.1M | 增持 |
| 5 | KOD | KODIAK SCIENCES INC | $19.5M | 6.05% | 500,000 | 增持 |
| 6 | RLAY | RELAY THERAPEUTICS INC | $18.1M | 5.63% | 970,000 | 增持 |
| 7 | EWTX | EDGEWISE THERAPEUTICS INC | $11.8M | 3.66% | 290,000 | 减持 |
| 8 | MAZE | MAZE THERAPEUTICS INC | $10.0M | 3.10% | 335,000 | 增持 |
| 9 | BIOA | BIOAGE LABS INC | $9.9M | 3.08% | 405,000 | 新建仓 |
| 10 | IVA | INVENTIVA SA | $9.2M | 2.86% | 2.4M | 增持 |
| 11 | ANL | ADLAI NORTYE LTD | $8.8M | 2.73% | 764,876 | 减持 |
| 12 | CMPS | COMPASS PATHWAYS PLC | $8.6M | 2.66% | 605,000 | 新建仓 |
| 13 | ELVN | ENLIVEN THERAPEUTICS INC | $8.1M | 2.52% | 160,000 | 新建仓 |
| 14 | RZLT | REZOLUTE INC | $6.8M | 2.10% | 1.3M | 新建仓 |
| 15 | AVBP | ARRIVENT BIOPHARMA INC | $6.4M | 1.97% | 183,000 | 增持 |
| 16 | PALI | PALISADE BIO INC | $6.3M | 1.95% | 3.0M | 持平 |
| 17 | IKT | INHIBIKASE THERAPEUTICS INC | $6.1M | 1.89% | 3.0M | 减持 |
| 18 | ADAG | ADAGENE INC | $5.2M | 1.63% | 1.2M | 新建仓 |
| 19 | FBRX | FORTE BIOSCIENCES INC | $4.8M | 1.48% | 225,000 | 新建仓 |
| 20 | IFRX | INFLARX NV | $4.5M | 1.39% | 2.0M | 新建仓 |
| 21 | ASMB | ASSEMBLY BIOSCIENCES INC | $4.4M | 1.36% | 160,000 | 新建仓 |
| 22 | PMN | PROMIS NEUROSCIENCES INC | $4.3M | 1.33% | 324,977 | 持平 |
| 23 | CTNM | CONTINEUM THERAPEUTICS INC | $4.3M | 1.32% | 260,000 | 新建仓 |
| 24 | DFTX | DEFINIUM THERAPEUTICS INC | $4.0M | 1.24% | 85,000 | 新建仓 |
| 25 | SLGL | SOL-GEL TECHNOLOGIES LTD | $3.9M | 1.20% | 52,000 | 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