Vivo Capital, LLC 13F 持仓 · 2026年Q2
Vivo Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 10.95 亿美元。前几大持仓：TRVI（8.68%）、PRAX（8.29%）、ERAS（6.90%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TRVI | Trevi Therapeutics Inc | $95.0M | 8.68% | 5.1M | 持平 |
| 2 | PRAX | Praxis Precision Medicines | $90.8M | 8.29% | 271,116 | 减持 |
| 3 | ERAS | Erasca Inc | $75.6M | 6.90% | 4.1M | 减持 |
| 4 | AVBP | Arrivent BioPharma Inc | $58.4M | 5.34% | 1.7M | 增持 |
| 5 | ABVX | Abivax SA - ADR | $55.3M | 5.05% | 414,899 | 增持 |
| 6 | TNGX | Tango Therapeutics Inc | $43.1M | 3.94% | 1.4M | 减持 |
| 7 | CRVS | Corvus Pharmaceuticals Inc | $41.9M | 3.83% | 2.8M | 持平 |
| 8 | DRUG | Bright Minds Biosciences Inc | $39.1M | 3.57% | 557,172 | 持平 |
| 9 | SVA | Sinovac Biotech Ltd. | $38.2M | 3.49% | 5.9M | 持平 |
| 10 | TENX | Tenax Therapeutics Inc | $36.4M | 3.32% | 2.5M | 增持 |
| 11 | ACRS | Aclaris Therapeutics, Inc. | $35.4M | 3.23% | 6.7M | 增持 |
| 12 | DYN | Dyne Therapeutics Inc | $34.6M | 3.16% | 1.6M | 持平 |
| 13 | DNTH | Dianthus Therapeutics Inc | $34.5M | 3.15% | 353,998 | 持平 |
| 14 | ANRO | Alto Neuroscience Inc | $31.9M | 2.91% | 1.2M | 增持 |
| 15 | DBVT | DBV Technologies SA | $30.3M | 2.76% | 1.8M | 减持 |
| 16 | SABS | SAB Biotherapeutics Inc | $28.5M | 2.60% | 7.3M | 减持 |
| 17 | MLTX | Moonlake Immunotherapeutics | $27.3M | 2.49% | 1.4M | 增持 |
| 18 | LBRX | LB Pharmaceuticals Inc | $26.0M | 2.37% | 800,000 | 持平 |
| 19 | NERV | Minerva Neurosciences Inc | $24.0M | 2.19% | 4.3M | 持平 |
| 20 | DSGN | Design Therapeutics Inc | $23.3M | 2.13% | 1.6M | 持平 |
| 21 | ORIC | Oric Pharmaceuticals Inc | $20.0M | 1.83% | 1.8M | 持平 |
| 22 | CAMP | CAMP4 Therapeutics Corporation | $18.6M | 1.69% | 4.2M | 持平 |
| 23 | FTH | Faeth Therapeutics Inc | $18.1M | 1.65% | 722,020 | 持平 |
| 24 | ACHV | Achieve Life Sciences Inc. | $18.0M | 1.64% | 2.8M | 新建仓 |
| 25 | CMPX | Compass Therapeutics Inc | $17.0M | 1.55% | 7.8M | 减持 |
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