Tang Capital Management LLC 13F 持仓 · 2026年Q2
Tang Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 41 只证券，申报市值合计 22.02 亿美元。前几大持仓：AUPH（10.05%）、SYRE（7.63%）、MIRM（6.57%）。本季前 25 大持仓中：新建仓 3 只、增持 6 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AUPH | AURINIA PHARMACEUTICALS INC | $221.4M | 10.05% | 13.0M | 增持 |
| 2 | SYRE | SPYRE THERAPEUTICS INC | $168.0M | 7.63% | 1.9M | 持平 |
| 3 | MIRM | MIRUM PHARMACEUTICALS INC | $144.7M | 6.57% | 1.2M | 持平 |
| 4 | KNSA | KINIKSA PHARMACEUTICALS INTL | $144.5M | 6.56% | 2.3M | 持平 |
| 5 | CELC | CELCUITY INC | $137.5M | 6.25% | 1.3M | 增持 |
| 6 | CORT | CORCEPT THERAPEUTICS INC | $130.4M | 5.92% | 1.5M | 持平 |
| 7 | PTCT | PTC THERAPEUTICS INC | $122.4M | 5.56% | 1.5M | 持平 |
| 8 | LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $113.5M | 5.16% | 3.8M | 持平 |
| 9 | CAPR | CAPRICOR THERAPEUTICS INC | $98.7M | 4.48% | 4.1M | 增持 |
| 10 | TARS | TARSUS PHARMACEUTICALS INC | $98.7M | 4.48% | 1.6M | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $91.9M | 4.17% | 123,000 | 减持 |
| 12 | ANAB | ANAPTYSBIO INC | $89.8M | 4.08% | 1.3M | 持平 |
| 13 | IMCR | IMMUNOCORE HLDGS PLC | $84.1M | 3.82% | 2.6M | 持平 |
| 14 | CMPS | COMPASS PATHWAYS PLC | $70.8M | 3.21% | 5.0M | 增持 |
| 15 | ANIP | ANI PHARMACEUTICALS INC | $58.6M | 2.66% | 707,500 | 持平 |
| 16 | BNTX | BIONTECH SE | $43.7M | 1.99% | 470,000 | 持平 |
| 17 | CMPX | COMPASS THERAPEUTICS INC | $39.4M | 1.79% | 18.0M | 增持 |
| 18 | PGEN | PRECIGEN INC | $36.6M | 1.66% | 6.4M | 持平 |
| 19 | VRDN | VIRIDIAN THERAPEUTICS INC | $32.9M | 1.50% | 1.8M | 持平 |
| 20 | NVCT | NUVECTIS PHARMA INC | $28.5M | 1.29% | 1.6M | 新建仓 |
| 21 | DNTH | DIANTHUS THERAPEUTICS INC | $25.8M | 1.17% | 264,692 | 持平 |
| 22 | FULC | FULCRUM THERAPEUTICS INC | $23.9M | 1.08% | 6.5M | 新建仓 |
| 23 | AVIR | ATEA PHARMACEUTICALS INC | $22.4M | 1.02% | 4.8M | 持平 |
| 24 | CBIO | CRESCENT BIOPHARMA INC. | $20.9M | 0.95% | 1.2M | 持平 |
| 25 | NNDM | NANO DIMENSION LTD | $20.7M | 0.94% | 14.3M | 新建仓 |
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