Vr Adviser, LLC 13F 持仓 · 2026年Q2
Vr Adviser 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 32.98 亿美元。前几大持仓：APGE（34.18%）、ORKA（11.97%）、ERAS（9.94%）。本季前 25 大持仓中：增持 4 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APGE | APOGEE THERAPEUTICS INC | $1.13B | 34.18% | 8.5M | 持平 |
| 2 | ORKA | ORUKA THERAPEUTICS INC | $394.8M | 11.97% | 4.1M | 持平 |
| 3 | ERAS | ERASCA INC | $327.8M | 9.94% | 17.9M | 增持 |
| 4 | SYRE | SPYRE THERAPEUTICS INC | $265.0M | 8.04% | 3.0M | 减持 |
| 5 | DNTH | DIANTHUS THERAPEUTICS INC | $115.0M | 3.49% | 1.2M | 持平 |
| 6 | OCUL | OCULAR THERAPEUTIX INC | $101.6M | 3.08% | 10.3M | 持平 |
| 7 | DMRA | DAMORA THERAPEUTICS INC | $93.7M | 2.84% | 3.6M | 持平 |
| 8 | SVRA | SAVARA INC | $90.8M | 2.75% | 14.7M | 增持 |
| 9 | JBIO | JADE BIOSCIENCES INC | $71.6M | 2.17% | 3.2M | 持平 |
| 10 | COGT | COGENT BIOSCIENCES INC | $63.6M | 1.93% | 1.6M | 减持 |
| 11 | VRDN | VIRIDIAN THERAPEUTICS INC | $59.8M | 1.81% | 3.3M | 减持 |
| 12 | VOR | VOR BIOPHARMA INC | $56.0M | 1.70% | 3.0M | 持平 |
| 13 | DYN | DYNE THERAPEUTICS INC | $48.3M | 1.46% | 2.2M | 持平 |
| 14 | MAZE | MAZE THERAPEUTICS INC | $47.8M | 1.45% | 1.6M | 持平 |
| 15 | RLMD | RELMADA THERAPEUTICS INC | $47.4M | 1.44% | 6.8M | 增持 |
| 16 | ORIC | ORIC PHARMACEUTICALS INC | $46.8M | 1.42% | 4.3M | 持平 |
| 17 | CBIO | CRESCENT BIOPHARMA INC. | $38.4M | 1.16% | 2.1M | 持平 |
| 18 | ZURA | ZURA BIO LTD | $38.0M | 1.15% | 6.4M | 持平 |
| 19 | ANL | ADLAI NORTYE LTD | $36.9M | 1.12% | 3.2M | 持平 |
| 20 | ELVN | ENLIVEN THERAPEUTICS INC | $26.7M | 0.81% | 526,331 | 减持 |
| 21 | HELP | CYBIN INC | $25.5M | 0.77% | 3.9M | 持平 |
| 22 | CGEM | CULLINAN THERAPEUTICS INC | $25.1M | 0.76% | 1.4M | 持平 |
| 23 | IPSC | CENTURY THERAPEUTICS INC | $21.3M | 0.65% | 8.7M | 持平 |
| 24 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $19.8M | 0.60% | 2.0M | 增持 |
| 25 | CTMX | CYTOMX THERAPEUTICS INC | $18.7M | 0.57% | 5.0M | 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