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Ishara Investments LP · 13F 持仓分析
期权收益计算器 机构排行

Ishara Investments LP

No.8417 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.38亿
环比变动 Q1 2026
+$3,271.0万+31.0%
持仓股票数
41
新买入
16
加仓
13
减仓
9
清仓
11
持股不变
3
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
AACADIA PHARMACEUTICALS INC COMACAD
7.5%2.59%$1,037.3万41.0万股$273.8万12.3万股+28.7万股+233.33%加仓
XERIS BIOPHARMA HLDGS INXERS
7.04%5.63%$974.2万123.0万股$594.5万102.5万股+20.5万股+20.00%加仓
BioMarin制药BMRN
5.94%4.39%$821.1万14.4万股$463.2万8.2万股+6.2万股+75.00%加仓
PRAXIS PRECISION MEDICINES IPRAX
5.46%13.13%$755.0万2.3万股$1,387.0万4.3万股-2.1万股-47.62%减仓
UULTRAGENYX PHARMACEUTICAL INRARE
4.95%3.46%$684.5万20.5万股$365.1万17.4万股+3.1万股+17.65%加仓
AGIOS PHARMACEUTICALSAGIO
4.4%$608.6万16.4万股$00股+16.4万股新买入
InsmedINSM
3.95%$546.4万5.1万股$00股+5.1万股新买入
SSIONNA THERAPEUTICSSION
3.91%1.87%$541.2万12.3万股$197.2万4.9万股+7.4万股+150.00%加仓
CCRINETICS PHARMACEUTICALS INCRNX
3.88%$537.0万14.4万股$00股+14.4万股新买入
ZZENTALIS PHARMACEUTICALS INC COMZNTL
3.59%2.72%$497.1万102.5万股$287.8万123.0万股-20.5万股-16.67%减仓
VAXCYTEPCVX
3.45%3.16%$476.7万8.2万股$333.6万5.7万股+2.5万股+42.86%加仓
ANNEXONANNX
3.38%0.91%$468.2万82.0万股$96.5万17.4万股+64.6万股+370.59%加仓
TTRAVERE THERAPEUTICSTVTX
3.37%3.11%$465.8万8.2万股$328.9万11.1万股-2.9万股-25.93%减仓
TTONIX PHARMACEUTICALS HLDG CO COM NEWTNXP
3.12%$431.6万33.8万股$00股+33.8万股新买入
BridgeBioBBIO
3.09%$427.5万5.7万股$00股+5.7万股新买入
AXSOME THERAPEUTICSAXSM
2.9%6.56%$401.4万1.6万股$693.0万4.1万股-2.5万股-60.00%减仓
CONTINEUM THERAPEUTICSCTNM
2.43%1.76%$336.0万20.5万股$185.5万14.2万股+6.3万股+44.37%加仓
LLEXICON PHARMACEUTICALS INC COM NEWLXRX
2.21%1.33%$305.0万127.1万股$140.7万90.2万股+36.9万股+40.91%加仓
KKURA ONCOLOGYKURA
2.19%$303.6万27.7万股$00股+27.7万股新买入
DBV TECHNOLOGIESDBVT
2.19%2.03%$302.6万18.5万股$214.1万10.3万股+8.2万股+80.00%加仓
GGENMAB A/S SPONSORED ADSGMAB
2.04%2.08%$281.6万10.3万股$220.0万8.2万股+2.1万股+25.00%加仓
CYTOKINETICSCYTK
2.02%$279.4万3.3万股$00股+3.3万股新买入
MINERALYS THERAPEUTICSMLYS
2%2.1%$276.5万10.3万股$222.1万8.2万股+2.1万股+25.00%加仓
NNUVATION BIONUVB
1.52%$209.6万36.9万股$00股+36.9万股新买入
WAVE LIFE SCIENCESWVE
1.38%$190.6万32.8万股$00股+32.8万股新买入
NEKTAR THERAPEUTICS COM NEWNKTR
1.34%$186.0万2.7万股$00股+2.7万股新买入
SCHOLAR ROCKSRRK
1.22%2.67%$169.1万3.1万股$282.2万5.7万股-2.7万股-46.43%减仓
EENLIVEN THERAPEUTICSELVN
1.2%$166.5万3.3万股$00股+3.3万股新买入
阿里拉姆制药ALNY
1.12%1.61%$154.3万5,125股$169.6万5,125股00.00%持仓不变
BBEAM THERAPEUTICSBEAM
1.02%1.29%$140.7万4.1万股$136.8万5.7万股-1.6万股-28.57%减仓
OORIC PHARMACEUTICALSORIC
0.96%1.23%$133.2万12.3万股$129.9万10.3万股+2.1万股+20.00%加仓
NNEWAMSTERDAM PHARMANAMS
0.9%1.12%$125.1万3.7万股$118.1万3.7万股00.00%持仓不变
福泰制药VRTX
0.88%$122.2万2,460股$00股+2,460股新买入
AARS PHARMACEUTICALSSPRY
0.83%$114.9万14.3万股$00股+14.3万股新买入
MMONOPAR THERAPEUTICSMNPR
0.82%$113.9万1.2万股$00股+1.2万股新买入
EERASCAERAS
0.54%$75.1万4.1万股$00股+4.1万股新买入
SSILENCE THERAPEUTICS PLCSLN
0.44%0.7%$60.9万5.5万股$74.0万14.1万股-8.5万股-60.60%减仓
VVERA THERAPEUTICSVERA
0.32%3.12%$44.0万1.0万股$329.9万8.2万股-7.2万股-87.50%减仓
IMMATICS N.VIMTX
0.23%1.43%$31.1万3.1万股$151.3万15.4万股-12.3万股-80.00%减仓
MMEREO BIOPHARMA GROUP FUNSPONSORED ADR 1 ADR REPS 5 ORD SHSMREO
0.18%$24.4万76.9万股$00股+76.9万股新买入
GGOSSAMER BIO INC COMGOSS
0.1%0.26%$13.5万82.0万股$26.9万82.0万股00.00%持仓不变

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