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 |
|---|---|---|---|---|
FMR LLCCIK 0000315066 | 7,747,648 | $296.73M | +7,735,085 | ↑ INC |
Nextech Invest, Ltd.CIK 0001595430 | 4,055,861 | $155.34M | – | no_change |
Alta Partners Management Company, L.P.CIK 0002054419 | 3,823,425 | $146.44M | – | no_change |
FARALLON CAPITAL MANAGEMENT, L.L.C.CIK 0000909661 | 3,580,818 | $137.15M | +1,514,000 | ↑ INC |
TCG Crossover Management, LLCCIK 0001839948 | 3,248,980 | $124.44M | +350,877 | ↑ INC |
Commodore Capital LPCIK 0001831942 | 2,475,000 | $94.79M | -900,000 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 2,217,929 | $84.95M | +131,506 | ↑ INC |
Paradigm Biocapital Advisors LPCIK 0001855655 | 2,054,991 | $78.71M | +2,054,991 | NEW |
BVF INC/ILCIK 0001056807 | 1,976,196 | $75.69M | -151,469 | ↓ DEC |
Caligan Partners LPCIK 0001727492 | 1,276,968 | $48.91M | +332,711 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 1,216,078 | $46.58M | +466,615 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,125,970 | $43.12M | +1,125,970 | NEW |
5AM Venture Management, LLCCIK 0001799883 | 1,029,298 | $39.42M | – | no_change |
BARCLAYS PLCCIK 0000312069 | 833,399 | $31.92M | +757,090 | ↑ INC |
Canaan Partners XI LLCCIK 0001850694 | 750,000 | $28.73M | -2,624,329 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 658,482 | $25.23M | +726 | ↑ INC |
JENNISON ASSOCIATES LLCCIK 0000053417 | 632,432 | $24.22M | +474,245 | ↑ INC |
Sio Capital Management, LLCCIK 0001482416 | 605,439 | $23.19M | +79,437 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 550,334 | $21.08M | +367,947 | ↑ INC |
DEERFIELD MANAGEMENT COMPANY, L.P.CIK 0001009258 | 549,000 | $21.03M | -76,000 | ↓ DEC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 351,479 | $13.46M | -466,847 | ↓ DEC |
Elmind Capital, LPCIK 0002052213 | 350,000 | $13.40M | – | no_change |
Woodline Partners LPCIK 0001784547 | 301,040 | $11.53M | +200,932 | ↑ INC |
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230 | 273,274 | $10.47M | +52,097 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 261,581 | $10.02M | +147,193 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
FMR LLC↑ INC | +7,735,085 | $296.73M |
Paradigm Biocapital Advisors LPNEW | +2,054,991 | $78.71M |
FARALLON CAPITAL MANAGEMENT, L.L.C.↑ INC | +1,514,000 | $137.15M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,125,970 | $43.12M |
PRICE T ROWE ASSOCIATES INC /MD/↑ INC | +971,629 | $37.77K |
BARCLAYS PLC↑ INC | +757,090 | $31.92M |
JENNISON ASSOCIATES LLC↑ INC | +474,245 | $24.22M |
STATE STREET CORP↑ INC | +466,615 | $46.58M |
GOLDMAN SACHS GROUP INC↑ INC | +367,947 | $21.08M |
TCG Crossover Management, LLC↑ INC | +350,877 | $124.44M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Canaan Partners XI LLC↓ DEC | -2,624,329 | $28.73M |
Vestal Point Capital, LP↓ DEC | -2,371,000 | $2.07M |
Commodore Capital LP↓ DEC | -900,000 | $94.79M |
Point72 Asset Management, L.P.↓ DEC | -655,242 | $8.39M |
MARSHALL WACE, LLP↓ DEC | -514,143 | $7.57M |
BALYASNY ASSET MANAGEMENT L.P.↓ DEC | -466,847 | $13.46M |
Walleye Capital LLC↓ DEC | -279,093 | $716.78K |
Eversept Partners, LP↓ DEC | -251,509 | $1.04M |
BVF INC/IL↓ DEC | -151,469 | $75.69M |
Soleus Capital Management, L.P.↓ DEC | -115,000 | $383.00K |