VHCP Management II, LLC 13F 持仓 · 最近申报 2019年Q4
VHCP Management II 在 2019年Q4（报告期截至 2019-12-31）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 3.79 亿美元。前几大持仓：TXG（35.91%）、AXSM（21.42%）、CNST（18.64%）。本季前 25 大持仓中：新建仓 8 只、增持 1 只、减持 7 只、清仓 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TXG | 10X Genomics Inc. | $136.2M | 35.91% | 1.8M | 持平 |
| 2 | AXSM | Axsome Therapeutics Inc | $81.2M | 21.42% | 785,981 | 减持 |
| 3 | CNST | Constellation Pharmaceuticals | $70.7M | 18.64% | 1.5M | 增持 |
| 4 | BHVN1 | Biohaven Pharmaceuticals | $25.2M | 6.64% | 462,903 | 减持 |
| 5 | SWAV | Shockwave Medical Inc | $12.7M | 3.34% | 288,838 | 减持 |
| 6 | ISEE | Iveric Bio Inc | $8.6M | 2.27% | 1.0M | 新建仓 |
| 7 | KALV | Kalvista Pharmaceuticals | $6.5M | 1.72% | 366,268 | 减持 |
| 8 | OBSVF | Obseva SA | $6.0M | 1.58% | 1.6M | 减持 |
| 9 | MRSN | Mersana Therapeutics Inc | $5.3M | 1.39% | 922,514 | 新建仓 |
| 10 | SPRO | Spero Therapeutics Inc | $4.6M | 1.20% | 474,015 | 持平 |
| 11 | RLMD | Relmada Therapeutics Inc | $4.5M | 1.18% | 114,876 | 新建仓 |
| 12 | ADVM | Adverum Biotechnologies Inc | $4.4M | 1.16% | 383,620 | 新建仓 |
| 13 | MRNS | Marinus Pharmaceuticals Inc | $3.2M | 0.85% | 1.5M | 持平 |
| 14 | FTSV | Forty Seven Inc | $3.1M | 0.81% | 77,714 | 新建仓 |
| 15 | MIST | Milestone Pharmaceuticals Inc | $2.4M | 0.63% | 148,560 | 持平 |
| 16 | NXTC | Nextcure Inc | $2.0M | 0.54% | 36,249 | 新建仓 |
| 17 | MYOV | Myovant Sciences Ltd | $1.2M | 0.31% | 76,768 | 新建仓 |
| 18 | ETNB | 89Bio Inc | $1.1M | 0.29% | 41,235 | 新建仓 |
| 19 | BLPH | Bellerophon Therapeutics | $230,000 | 0.06% | 659,087 | 减持 |
| 20 | PTGX | Protagonist Therapeutics Inc | $227,000 | 0.06% | 32,211 | 减持 |
| 21 | ASND | Ascendis Pharma A/S | $0 | 0.00% | 0 | 清仓 |
| 22 | BCRX | BioCryst Pharmaceuticals Inc | $0 | 0.00% | 0 | 清仓 |
| 23 | KA | Proteostasis Therapeutics Inc | $0 | 0.00% | 0 | 清仓 |
| 24 | KNSA | Kiniksa Pharmaceuticals Ltd | $0 | 0.00% | 0 | 清仓 |
| 25 | LJPC | La Jolla Pharmaceuticals | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2019-12-31
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