VHCP Management III, LLC 13F 持仓 · 最近申报 2019年Q4
VHCP Management III 在 2019年Q4（报告期截至 2019-12-31）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 5.04 亿美元。前几大持仓：AXSM（31.77%）、CNST（23.54%）、MIST（6.57%）。本季前 25 大持仓中：新建仓 9 只、增持 2 只、减持 5 只、清仓 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AXSM | Axsome Therapeutics Inc | $160.0M | 31.77% | 1.5M | 减持 |
| 2 | CNST | Constellation Pharmaceuticals | $118.5M | 23.54% | 2.5M | 增持 |
| 3 | MIST | Milestone Pharmaceuticals Inc | $33.1M | 6.57% | 2.1M | 持平 |
| 4 | RLMD | Relmada Therapeutics Inc | $29.9M | 5.95% | 767,938 | 新建仓 |
| 5 | ETNB | 89Bio Inc | $25.2M | 5.00% | 958,765 | 新建仓 |
| 6 | TXG | 10X Genomics Inc. | $22.9M | 4.54% | 300,000 | 持平 |
| 7 | FTSV | Forty Seven Inc | $20.3M | 4.04% | 516,381 | 新建仓 |
| 8 | ITCI | Intra-Cellular Therapies Inc | $19.7M | 3.92% | 575,000 | 新建仓 |
| 9 | ISEE | Iveric Bio Inc | $14.6M | 2.90% | 1.7M | 新建仓 |
| 10 | KALV | Kalvista Pharmaceuticals | $11.0M | 2.19% | 619,905 | 减持 |
| 11 | ADVM | Adverum Biotechnologies Inc | $10.9M | 2.16% | 946,234 | 新建仓 |
| 12 | MRNS | Marinus Pharmaceuticals Inc | $10.8M | 2.15% | 5.0M | 增持 |
| 13 | MRSN | Mersana Therapeutics Inc | $8.9M | 1.78% | 1.6M | 新建仓 |
| 14 | MYOV | Myovant Sciences Ltd | $7.1M | 1.40% | 455,255 | 新建仓 |
| 15 | NXTC | Nextcure Inc | $6.7M | 1.34% | 119,693 | 新建仓 |
| 16 | OBSVF | Obseva SA | $3.1M | 0.61% | 810,264 | 减持 |
| 17 | PTGX | Protagonist Therapeutics Inc | $571,000 | 0.11% | 80,929 | 减持 |
| 18 | BLPH | Bellerophon Therapeutics | $134,000 | 0.03% | 383,955 | 减持 |
| 19 | BCRX | BioCryst Pharmaceuticals Inc | $0 | 0.00% | 0 | 清仓 |
| 20 | KA | Proteostasis Therapeutics Inc | $0 | 0.00% | 0 | 清仓 |
| 21 | KNSA | Kiniksa Pharmaceuticals Ltd | $0 | 0.00% | 0 | 清仓 |
| 22 | LJPC | La Jolla Pharmaceuticals | $0 | 0.00% | 0 | 清仓 |
| 23 | PRVL | Prevail Therapeutics Inc | $0 | 0.00% | 0 | 清仓 |
| 24 | RARX | Ra Pharmaceuticals | $0 | 0.00% | 0 | 清仓 |
| 25 | RDUS1 | Radius Health Inc | $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