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 |
|---|---|---|---|---|
RTW INVESTMENTS, LPCIK 0001493215 | 13,300,620 | $278.25M | +11,809,392 | ↑ INC |
Boxer Capital Management, LLCCIK 0002018299 | 10,876,219 | $227.53M | – | no_change |
TCG Crossover Management, LLCCIK 0001839948 | 10,531,071 | $220.31M | -2,231,023 | ↓ DEC |
FMR LLCCIK 0000315066 | 9,905,919 | $207.23M | +7,038,371 | ↑ INC |
FARALLON CAPITAL MANAGEMENT, L.L.C.CIK 0000909661 | 9,097,411 | $190.32M | -3,964,000 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 8,748,045 | $183.01M | +207,248 | ↑ INC |
Woodline Partners LPCIK 0001784547 | 8,000,013 | $167.36M | -2,072,212 | ↓ DEC |
Nextech Invest, Ltd.CIK 0001595430 | 7,266,081 | $152.01M | – | no_change |
TRV GP IV, LLCCIK 0001688325 | 6,374,574 | $133.36M | -1,500,000 | ↓ DEC |
Siren, L.L.C.CIK 0002005245 | 5,657,105 | $118.35M | -2,508,269 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 5,161,431 | $107.98M | +5,161,431 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 5,076,392 | $106.20M | +133,978 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 4,651,894 | $97.32M | -1,566,673 | ↓ DEC |
DEERFIELD MANAGEMENT COMPANY, L.P.CIK 0001009258 | 4,146,813 | $86.75M | +1,239,867 | ↑ INC |
Paradigm Biocapital Advisors LPCIK 0001855655 | 4,009,679 | $83.88M | +923,495 | ↑ INC |
Holocene Advisors, LPCIK 0001700574 | 3,932,603 | $82.27M | +3,932,603 | NEW |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 3,826,659 | $80.05M | -1,451,921 | ↓ DEC |
Deep Track Capital, LPCIK 0001856083 | 2,750,000 | $57.53M | +295,438 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 2,675,777 | $55.99M | +122,121 | ↑ INC |
Caligan Partners LPCIK 0001727492 | 2,408,798 | $50.39M | -1,321,097 | ↓ DEC |
Bellevue Group AGCIK 0001674546 | 2,400,000 | $50.21M | -1,527,670 | ↓ DEC |
Vivo Capital, LLCCIK 0001674712 | 2,154,780 | $45.08M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 1,477,488 | $30.91M | +55,694 | ↑ INC |
Cormorant Asset Management, LPCIK 0001583977 | 1,425,000 | $29.81M | -2,691,949 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 1,296,283 | $27.12M | -101,774 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RTW INVESTMENTS, LP↑ INC | +11,809,392 | $278.25M |
FMR LLC↑ INC | +7,038,371 | $207.23M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +5,161,431 | $107.98M |
Holocene Advisors, LPNEW | +3,932,603 | $82.27M |
DEERFIELD MANAGEMENT COMPANY, L.P.↑ INC | +1,239,867 | $86.75M |
Paradigm Biocapital Advisors LP↑ INC | +923,495 | $83.88M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +901,466 | $18.86M |
PRICE T ROWE ASSOCIATES INC /MD/↑ INC | +830,966 | $18.61K |
VANGUARD FIDUCIARY TRUST CONEW | +662,921 | $13.87M |
Candriam S.C.A.↑ INC | +560,434 | $26.55M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
FARALLON CAPITAL MANAGEMENT, L.L.C.↓ DEC | -3,964,000 | $190.32M |
Cormorant Asset Management, LP↓ DEC | -2,691,949 | $29.81M |
Siren, L.L.C.↓ DEC | -2,508,269 | $118.35M |
TCG Crossover Management, LLC↓ DEC | -2,231,023 | $220.31M |
Woodline Partners LP↓ DEC | -2,072,212 | $167.36M |
STATE STREET CORP↓ DEC | -1,566,673 | $97.32M |
Bellevue Group AG↓ DEC | -1,527,670 | $50.21M |
TRV GP IV, LLC↓ DEC | -1,500,000 | $133.36M |
BALYASNY ASSET MANAGEMENT L.P.↓ DEC | -1,451,921 | $80.05M |
Point72 Asset Management, L.P.↓ DEC | -1,440,098 | $11.17M |