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 |
|---|---|---|---|---|
NEA Management Company, LLCCIK 0001512848 | 7,692,298 | $126.54M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 5,637,684 | $92.74M | +1,456,523 | ↑ INC |
TCG Crossover Management, LLCCIK 0001839948 | 4,622,151 | $76.03M | – | no_change |
BVF INC/ILCIK 0001056807 | 4,460,886 | $73.38M | +625,000 | ↑ INC |
BAKER BROS. ADVISORS LPCIK 0001263508 | 4,345,736 | $71.49M | – | no_change |
SUVRETTA CAPITAL MANAGEMENT, LLCCIK 0001569064 | 4,226,809 | $69.53M | +866,809 | ↑ INC |
Vestal Point Capital, LPCIK 0001974915 | 3,603,465 | $59.28M | +2,828,465 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 3,353,980 | $55.17M | +1,246,500 | ↑ INC |
BRAIDWELL LPCIK 0001920938 | 3,206,574 | $52.75M | +2,258,258 | ↑ INC |
Versant Venture Management, LLCCIK 0001560009 | 3,180,780 | $52.32M | -1,201,907 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 3,100,245 | $51.00M | +3,100,245 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 2,809,647 | $46.22M | +1,480,028 | ↑ INC |
SILVERARC CAPITAL MANAGEMENT, LLCCIK 0001816307 | 2,002,040 | $32.93M | +972,974 | ↑ INC |
Aisling Capital Management LPCIK 0001766721 | 1,555,664 | $25.59M | +83,333 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,540,812 | $25.35M | +335,968 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 1,433,152 | $23.58M | +1,034,262 | ↑ INC |
Bellevue Group AGCIK 0001674546 | 1,250,000 | $20.56M | +1,250,000 | NEW |
MPM BioImpact LLCCIK 0001687078 | 1,176,928 | $19.36M | +3,552 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,041,372 | $17.12M | +473,005 | ↑ INC |
FMR LLCCIK 0000315066 | 1,024,304 | $16.85M | -275,792 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,001,527 | $16.48M | +705,649 | ↑ INC |
Frazier Life Sciences Management, L.P.CIK 0001892134 | 1,000,000 | $16.45M | +1,000,000 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 826,624 | $13.60M | +129,590 | ↑ INC |
Alphabet Inc.CIK 0001652044 | 684,275 | $11.26M | -60,673 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 684,063 | $11.25M | -121,467 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +3,100,245 | $51.00M |
Vestal Point Capital, LP↑ INC | +2,828,465 | $59.28M |
BRAIDWELL LP↑ INC | +2,258,258 | $52.75M |
PRICE T ROWE ASSOCIATES INC /MD/↑ INC | +1,601,284 | $110.55K |
AMERICAN CENTURY COMPANIES INC↑ INC | +1,480,028 | $46.22M |
BlackRock, Inc.↑ INC | +1,456,523 | $92.74M |
Bellevue Group AGNEW | +1,250,000 | $20.56M |
STATE STREET CORP↑ INC | +1,246,500 | $55.17M |
MARSHALL WACE, LLP↑ INC | +1,034,262 | $23.58M |
Frazier Life Sciences Management, L.P.NEW | +1,000,000 | $16.45M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Cormorant Asset Management, LP↓ DEC | -2,493,717 | $6.58M |
Versant Venture Management, LLC↓ DEC | -1,201,907 | $52.32M |
Woodline Partners LP↓ DEC | -436,855 | $1.23M |
FMR LLC↓ DEC | -275,792 | $16.85M |
Invesco Ltd.↓ DEC | -260,016 | $1.68M |
Parkwood LLC↓ DEC | -203,000 | $8.31K |
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -169,342 | $1.29K |
Nuveen, LLC↓ DEC | -164,987 | $1.99M |
BALYASNY ASSET MANAGEMENT L.P.↓ DEC | -151,809 | $4.22M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -140,556 | $2.40M |