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Trails Edge Capital Partners, LP · 13F 持仓分析
期权收益计算器 机构排行

Trails Edge Capital Partners, LP

No.3683 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.30亿
环比变动 Q1 2026
+$1.93亿+44.3%
持仓股票数
35
新买入
13
加仓
10
减仓
8
清仓
4
持股不变
4
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LLB PHARMACEUTICALSLBRX
7.85%7.45%$4,943.0万152.3万股$3,253.5万131.9万股+20.4万股+15.44%加仓
NURIX THERAPEUTICSNRIX
6.06%6.19%$3,816.6万157.3万股$2,702.0万174.3万股-17.0万股-9.75%减仓
IIMMUNOCOREIMCR
5.36%4.71%$3,375.8万106.3万股$2,058.0万68.3万股+38.1万股+55.76%加仓
FFIRST TRACKS BIOTHERAPEUTICSTRAX
4.84%$3,046.2万151.4万股$00股+151.4万股新买入
4D MOLECULAR THERAPEUTICS INFDMT
4.7%2.78%$2,963.1万222.8万股$1,213.0万130.3万股+92.5万股+70.99%加仓
BioMarin制药BMRN
4.65%$2,929.7万51.2万股$00股+51.2万股新买入
DESIGN THERAPEUTICS INC COMDSGN
4.6%2.08%$2,895.9万200.1万股$906.5万85.2万股+114.9万股+134.89%加仓
XENON PHARMACEUTICALSXENE
4.22%8.53%$2,655.8万44.0万股$3,721.6万64.0万股-20.0万股-31.25%减仓
MMIRUM PHARMACEUTICALSMIRM
4.15%7.05%$2,614.3万22.3万股$3,079.1万33.3万股-11.0万股-33.00%减仓
InsmedINSM
3.9%$2,455.8万23.0万股$00股+23.0万股新买入
CYTOKINETICSCYTK
3.9%4.53%$2,454.2万28.8万股$1,977.3万30.0万股-1.2万股-3.97%减仓
SYNDAX PHARMACEUTICALSSNDX
3.85%3.76%$2,426.5万111.0万股$1,639.5万70.2万股+40.8万股+58.16%加仓
NNEUROGENE INC COMNGNE
3.57%3.62%$2,248.3万71.5万股$1,578.1万78.3万股-6.8万股-8.67%减仓
KKAILERA THERAPEUTICS INCKLRA
3.44%$2,169.5万98.5万股$00股+98.5万股新买入
RREVOLUTION MEDICINES COMRVMD
3.44%5.46%$2,167.8万11.6万股$2,382.6万24.5万股-12.9万股-52.76%减仓
IINHIBIKASE THERAPEUTICS INC COM NEWIKT
2.92%3.1%$1,837.4万905.1万股$1,353.6万805.7万股+99.4万股+12.34%加仓
因赛特INCY
2.79%$1,757.1万15.5万股$00股+15.5万股新买入
AVALO THERAPEUTICSAVTX
2.62%$1,648.2万89.2万股$00股+89.2万股新买入
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
2.32%$1,460.3万75.0万股$00股+75.0万股新买入
FFAETH THERAPEUTICS INCFTH
2.05%0.9%$1,288.3万51.5万股$394.0万12.5万股+39.0万股+312.27%加仓
XX4 Pharmaceuticals IncXFOR
1.91%2.43%$1,200.9万257.1万股$1,062.0万257.1万股00.00%持仓不变
OOPUS GENETICSIRD
1.79%0.52%$1,127.6万274.4万股$227.5万50.0万股+224.4万股+448.73%加仓
SSOL-GEL TECHNOLOGIESSLGL
1.64%1.55%$1,033.8万13.9万股$677.3万8.5万股+5.4万股+63.10%加仓
AAURA BIOSCIENCESAURA
1.63%$1,024.8万144.3万股$00股+144.3万股新买入
CCENTURY THERAPEUTICS INC COMIPSC
1.61%1.27%$1,013.1万413.5万股$553.7万245.0万股+168.5万股+68.77%加仓
IINVENTIVAIVA
1.6%3.38%$1,004.7万265.8万股$1,475.2万265.8万股00.00%持仓不变
CCAMP4 THERAPEUTICSCAMP
1.34%1.96%$844.7万193.3万股$855.3万194.0万股-6,626股-0.34%减仓
ALTIMMUNEALT
1.28%$808.6万266.0万股$00股+266.0万股新买入
MMINERVA NEUROSCIENCESNERV
1.25%1.96%$787.5万141.9万股$854.9万141.9万股00.00%持仓不变
PPROMIS NEUROSCIENCESPMN
1.16%1.62%$733.1万55.7万股$707.5万55.7万股00.00%持仓不变
OONKURE THERAPEUTICSOKUR
1.04%$655.9万143.8万股$00股+143.8万股新买入
FFORTE BIOSCIENCESFBRX
0.92%$580.5万27.3万股$00股+27.3万股新买入
RRESEARCH ALLIANCE CORP III
0.85%$535.0万50.0万股$00股+50.0万股新买入
VVTV THERAPEUTICS INCVTVT
0.51%1.27%$320.7万8.5万股$553.6万14.0万股-5.4万股-38.96%减仓
IIMAGENEBIOIMA
0.26%$166.4万28.2万股$00股+28.2万股新买入

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