Trails Edge Capital Partners, LP 13F 持仓 · 2026年Q2
Trails Edge Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 6.30 亿美元。前几大持仓：LBRX（7.85%）、NRIX（6.06%）、IMCR（5.36%）。本季前 25 大持仓中：新建仓 8 只、增持 10 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LBRX | LB PHARMACEUTICALS INC | $49.4M | 7.85% | 1.5M | 增持 |
| 2 | NRIX | NURIX THERAPEUTICS INC | $38.2M | 6.06% | 1.6M | 减持 |
| 3 | IMCR | IMMUNOCORE HLDGS PLC | $33.8M | 5.36% | 1.1M | 增持 |
| 4 | TRAX | FIRST TRACKS BIOTHERAPEUTICS | $30.5M | 4.84% | 1.5M | 新建仓 |
| 5 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $29.6M | 4.70% | 2.2M | 增持 |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | $29.3M | 4.65% | 512,000 | 新建仓 |
| 7 | DSGN | DESIGN THERAPEUTICS INC | $29.0M | 4.60% | 2.0M | 增持 |
| 8 | XENE | XENON PHARMACEUTICALS INC | $26.6M | 4.22% | 440,000 | 减持 |
| 9 | MIRM | MIRUM PHARMACEUTICALS INC | $26.1M | 4.15% | 223,312 | 减持 |
| 10 | CYTK | CYTOKINETICS INC | $24.5M | 3.90% | 288,089 | 减持 |
| 11 | INSM | INSMED INC | $24.6M | 3.90% | 230,331 | 新建仓 |
| 12 | SNDX | SYNDAX PHARMACEUTICALS INC | $24.3M | 3.85% | 1.1M | 增持 |
| 13 | NGNE | NEUROGENE INC | $22.5M | 3.57% | 714,885 | 减持 |
| 14 | KLRA | KAILERA THERAPEUTICS INC | $21.7M | 3.44% | 984,786 | 新建仓 |
| 15 | RVMD | REVOLUTION MEDICINES INC | $21.7M | 3.44% | 115,750 | 减持 |
| 16 | IKT | INHIBIKASE THERAPEUTICS INC | $18.4M | 2.92% | 9.1M | 增持 |
| 17 | INCY | INCYTE CORP | $17.6M | 2.79% | 155,000 | 新建仓 |
| 18 | AVTX | AVALO THERAPEUTICS INC | $16.5M | 2.62% | 891,881 | 新建仓 |
| 19 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $14.6M | 2.32% | 750,000 | 新建仓 |
| 20 | FTH | FAETH THERAPEUTICS INC | $12.9M | 2.05% | 515,335 | 增持 |
| 21 | XFOR | X4 PHARMACEUTICALS INC | $12.0M | 1.91% | 2.6M | 持平 |
| 22 | IRD | OPUS GENETICS INC | $11.3M | 1.79% | 2.7M | 增持 |
| 23 | SLGL | SOL-GEL TECHNOLOGIES LTD | $10.3M | 1.64% | 139,445 | 增持 |
| 24 | AURA | AURA BIOSCIENCES INC | $10.2M | 1.63% | 1.4M | 新建仓 |
| 25 | IPSC | CENTURY THERAPEUTICS INC | $10.1M | 1.61% | 4.1M | 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