第一手 SEC EDGAR 13F-HR 機構持倉:依市值排序的前 25 大持有人，以及本季增持 / 減持最多的機構。季度 2026-03-31。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
Redmile Group, LLCCIK 0001425738 | 14,549,768 | $80.61M | +4,499,124 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 10,938,509 | $60.60M | +1,978,075 | ↑ INC |
FMR LLCCIK 0000315066 | 10,635,648 | $58.92M | +413,178 | ↑ INC |
BVF INC/ILCIK 0001056807 | 8,698,173 | $48.19M | -429,907 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 6,919,255 | $38.33M | +2,267,070 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 5,956,589 | $33.00M | +5,956,589 | NEW |
Bain Capital Life Sciences Investors, LLCCIK 0001703031 | 5,212,674 | $28.88M | -36,395 | ↓ DEC |
Bellevue Group AGCIK 0001674546 | 5,157,290 | $28.57M | – | no_change |
MAK CAPITAL ONE LLCCIK 0001385702 | 4,724,043 | $26.17M | +1,765,516 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 4,259,995 | $23.60M | +2,654,414 | ↑ INC |
Nuveen, LLCCIK 0001871926 | 4,246,330 | $23.52M | +1,331,006 | ↑ INC |
Siren, L.L.C.CIK 0002005245 | 3,958,646 | $21.93M | +3,958,646 | NEW |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 3,886,909 | $21.53M | +587,653 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 3,449,121 | $19.11M | -899,661 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 3,377,823 | $18.72M | +474,927 | ↑ INC |
Qube Research & Technologies LtdCIK 0001729829 | 3,114,314 | $17.25M | +732,835 | ↑ INC |
Palo Alto Investors LPCIK 0001306923 | 2,948,090 | $16.33M | +563,898 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,735,970 | $15.16M | -120,173 | ↓ DEC |
GREAT POINT PARTNERS LLCCIK 0001281446 | 2,500,000 | $13.85M | +2,500,000 | NEW |
Woodline Partners LPCIK 0001784547 | 2,337,137 | $12.95M | -1,662,937 | ↓ DEC |
Opaleye Management Inc.CIK 0001595855 | 2,331,761 | $12.92M | -268,239 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 2,152,880 | $11.93M | +384,135 | ↑ INC |
Point72 Asset Management, L.P.CIK 0001603466 | 1,871,795 | $10.37M | +1,500,605 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 1,483,090 | $8.22M | +1,483,090 | NEW |
Y-Intercept (Hong Kong) LtdCIK 0001772875 | 1,319,913 | $7.31M | +1,253,995 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +5,956,589 | $33.00M |
Redmile Group, LLC↑ INC | +4,499,124 | $80.61M |
Siren, L.L.C.NEW | +3,958,646 | $21.93M |
BANK OF AMERICA CORP /DE/↑ INC | +2,654,414 | $23.60M |
GREAT POINT PARTNERS LLCNEW | +2,500,000 | $13.85M |
STATE STREET CORP↑ INC | +2,267,070 | $38.33M |
BlackRock, Inc.↑ INC | +1,978,075 | $60.60M |
MAK CAPITAL ONE LLC↑ INC | +1,765,516 | $26.17M |
Point72 Asset Management, L.P.↑ INC | +1,500,605 | $10.37M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +1,483,090 | $8.22M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Longaeva Partners L.P.↓ DEC | -2,479,599 | $3.44M |
Woodline Partners LP↓ DEC | -1,662,937 | $12.95M |
Pictet Asset Management Holding SA↓ DEC | -1,627,890 | $92.52K |
MILLENNIUM MANAGEMENT LLC↓ DEC | -1,598,179 | $6.86M |
AMERIPRISE FINANCIAL INC↓ DEC | -899,661 | $19.11M |
J. Goldman & Co LP↓ DEC | -822,978 | $946.33K |
Tetragon Partners GP Ltd↓ DEC | -740,000 | $7.16M |
Vontobel Holding Ltd.↓ DEC | -636,400 | $80.39K |
Ishara Investments LP↓ DEC | -575,750 | $965.35K |
JACOBS LEVY EQUITY MANAGEMENT, INC↓ DEC | -534,938 | $825.13K |