TCG Crossover Management, LLC 13F 持仓 · 2026年Q2
TCG Crossover Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 41.61 亿美元。前几大持仓：ABVX（19.24%）、TNGX（6.82%）、CGON（6.27%）。本季前 25 大持仓中：新建仓 3 只、增持 1 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ABVX | ABIVAX SA AMERICAN DEPOSITARY SHARES | $800.6M | 19.24% | 6.0M | 减持 |
| 2 | TNGX | TANGO THERAPEUTICS INC | $283.9M | 6.82% | 9.1M | 减持 |
| 3 | CGON | CG ONCOLOGY INC | $260.8M | 6.27% | 3.7M | 持平 |
| 4 | COGT | COGENT BIOSCIENCES INC | $187.9M | 4.52% | 4.9M | 减持 |
| 5 | IMVT | IMMUNOVANT INC | $171.8M | 4.13% | 4.5M | 持平 |
| 6 | SYRE | SPYRE THERAPEUTICS INC | $168.7M | 4.06% | 1.9M | 持平 |
| 7 | DNTH | DIANTHUS THERAPEUTICS INC | $163.4M | 3.93% | 1.7M | 持平 |
| 8 | MIRM | MIRUM PHARMACEUTICALS INC | $124.3M | 2.99% | 1.1M | 持平 |
| 9 | ZLAB | ZAI LAB LTD-ADR | $116.6M | 2.80% | 6.1M | 新建仓 |
| 10 | AMLX | AMYLYX PHARMACEUTICALS INC | $112.1M | 2.70% | 6.2M | 持平 |
| 11 | GLUE | MONTE ROSA THERAPEUTICS INC | $111.9M | 2.69% | 4.6M | 持平 |
| 12 | BCRX | BIOCRYST PHARMACEUTICALS INC | $110.2M | 2.65% | 11.0M | 持平 |
| 13 | VOR | VOR BIOPHARMA INC | $104.4M | 2.51% | 5.7M | 持平 |
| 14 | TYRA | TYRA BIOSCIENCES INC | $103.8M | 2.49% | 3.2M | 持平 |
| 15 | DYN | DYNE THERAPEUTICS INC | $102.5M | 2.46% | 4.6M | 持平 |
| 16 | IRON | DISC MEDICINE INC | $98.1M | 2.36% | 1.3M | 持平 |
| 17 | RLAY | RELAY THERAPEUTICS INC | $80.0M | 1.92% | 4.3M | 持平 |
| 18 | SVRA | SAVARA INC | $76.2M | 1.83% | 12.4M | 持平 |
| 19 | AURA | AURA BIOSCIENCES INC | $67.7M | 1.63% | 9.5M | 新建仓 |
| 20 | RVMD | REVOLUTION MEDICINES INC | $63.8M | 1.53% | 340,899 | 减持 |
| 21 | TRAX | FIRST TRACKS BIOTHERAPEUTICS | $58.3M | 1.40% | 2.9M | 新建仓 |
| 22 | KOD | KODIAK SCIENCES INC | $56.3M | 1.35% | 1.4M | 持平 |
| 23 | AVTX | AVALO THERAPEUTICS INC | $55.8M | 1.34% | 3.0M | 增持 |
| 24 | LBRX | LB PHARMACEUTICALS INC | $47.0M | 1.13% | 1.4M | 减持 |
| 25 | IPSC | CENTURY THERAPEUTICS INC | $43.4M | 1.04% | 17.8M | 持平 |
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