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 |
|---|---|---|---|---|
ORBIMED ADVISORS LLCCIK 0001055951 | 7,959,538 | $312.01M | – | no_change |
FMR LLCCIK 0000315066 | 6,829,246 | $267.71M | -278,389 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 3,684,707 | $144.44M | +71,381 | ↑ INC |
Commodore Capital LPCIK 0001831942 | 3,275,000 | $128.38M | -1,417,809 | ↓ DEC |
Vestal Point Capital, LPCIK 0001974915 | 3,250,000 | $127.40M | -580,000 | ↓ DEC |
Bellevue Group AGCIK 0001674546 | 2,320,867 | $90.98M | +2,320,867 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 2,168,162 | $84.99M | +2,168,162 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 1,871,515 | $73.36M | +429,471 | ↑ INC |
Fairmount Funds Management LLCCIK 0001802528 | 1,855,644 | $72.74M | -1,855,800 | ↓ DEC |
Venrock Adviser, LLCCIK 0001615982 | 1,726,331 | $67.67M | -1,500,000 | ↓ DEC |
Novo Holdings A/SCIK 0001388325 | 1,280,000 | $50.18M | -200,000 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 1,091,106 | $42.77M | +38,244 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,066,420 | $41.81M | +17,698 | ↑ INC |
Caption Management, LLCCIK 0001706766 | 956,500 | $37.49M | +956,500 | NEW |
Pictet Asset Management Holding SACIK 0001993888 | 929,544 | $36.44M | -373,691 | ↓ DEC |
BAKER BROS. ADVISORS LPCIK 0001263508 | 905,191 | $35.48M | +633,785 | ↑ INC |
Rock Springs Capital Management LPCIK 0001595725 | 826,500 | $32.40M | +28,095 | ↑ INC |
Siren, L.L.C.CIK 0002005245 | 746,226 | $29.25M | +746,226 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 681,715 | $26.71M | +282,822 | ↑ INC |
First Turn Management, LLCCIK 0001993440 | 623,839 | $24.45M | -159,572 | ↓ DEC |
Candriam S.C.A.CIK 0001537014 | 594,079 | $23.29M | +141,060 | ↑ INC |
Jones Hill Capital LPCIK 0002102314 | 593,040 | $23.25M | +593,040 | NEW |
Affinity Asset Advisors, LLCCIK 0001773195 | 586,904 | $23.01M | +186,904 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 518,572 | $20.33M | +106,749 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 473,115 | $18.55M | +235,911 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Bellevue Group AGNEW | +2,320,867 | $90.98M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +2,168,162 | $84.99M |
Caption Management, LLCNEW | +956,500 | $37.49M |
Siren, L.L.C.NEW | +746,226 | $29.25M |
ALLIANCEBERNSTEIN L.P.↑ INC | +735,045 | $11.89M |
BAKER BROS. ADVISORS LP↑ INC | +633,785 | $35.48M |
Jones Hill Capital LPNEW | +593,040 | $23.25M |
CITADEL ADVISORS LLC↑ INC | +429,471 | $73.36M |
Capricorn Fund Managers LtdNEW | +369,400 | $14.48M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +330,964 | $12.97M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Fairmount Funds Management LLC↓ DEC | -1,855,800 | $72.74M |
Venrock Adviser, LLC↓ DEC | -1,500,000 | $67.67M |
Point72 Asset Management, L.P.↓ DEC | -1,465,001 | $1.55M |
Commodore Capital LP↓ DEC | -1,417,809 | $128.38M |
Soleus Capital Management, L.P.↓ DEC | -794,131 | $9.05M |
Vestal Point Capital, LP↓ DEC | -580,000 | $127.40M |
Pictet Asset Management Holding SA↓ DEC | -373,691 | $36.44M |
FMR LLC↓ DEC | -278,389 | $267.71M |
Ikarian Capital, LLC↓ DEC | -205,838 | $3.28M |
Novo Holdings A/S↓ DEC | -200,000 | $50.18M |