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DAFNA Capital Management LLC · 13F 持仓分析
期权收益计算器 机构排行

DAFNA Capital Management LLC

No.4121 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.24亿
环比变动 Q1 2026
+$8,476.7万+19.3%
持仓股票数
88
新买入
15
加仓
18
减仓
27
清仓
10
持股不变
28
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
RREVOLUTION MEDICINES COMRVMD
20.09%12.85%$1.05亿56.3万股$5,647.1万58.1万股-1.8万股-3.11%减仓
S道富·EET SPDR S&P BIOTECH ETFXBI
5.93%9.25%$3,109.7万19.7万股$4,068.3万31.9万股-12.2万股-38.30%减仓
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS
5.43%3.04%$2,846.9万201.2万股$1,337.6万241.9万股-40.7万股-16.82%减仓
SSTEREOTAXISSTXS
4.49%5.73%$2,353.1万1,368.1万股$2,517.2万1,368.1万股00.00%持仓不变
NEKTAR THERAPEUTICS COM NEWNKTR
4.24%2.7%$2,222.6万31.8万股$1,188.5万16.5万股+15.3万股+92.75%加仓
DENALI THERAPEUTICSDNLI
3.62%1.39%$1,900.7万73.9万股$611.5万31.9万股+42.1万股+132.03%加仓
IDEAYA BIOSCIENCESIDYA
3.53%3.61%$1,853.2万49.7万股$1,588.5万47.7万股+2.1万股+4.30%加仓
AATRICUREATRC
3.19%3.88%$1,671.6万59.7万股$1,704.5万59.7万股00.00%持仓不变
XENON PHARMACEUTICALSXENE
2.89%3.32%$1,513.7万25.1万股$1,458.2万25.1万股00.00%持仓不变
CYTOKINETICSCYTK
2.79%3.26%$1,465.3万17.2万股$1,433.5万21.7万股-4.5万股-20.92%减仓
ARCUS BIOSCIENCESRCUS
2.6%2.18%$1,362.2万44.2万股$958.7万44.4万股-2,000股-0.45%减仓
AASCENDIS PHARMA A/S SPONSORED ADRASND
2.47%1.21%$1,292.8万4.8万股$530.1万2.3万股+2.5万股+109.13%加仓
NeurocrineNBIX
1.86%2.12%$973.6万5.8万股$930.3万7.1万股-1.3万股-18.19%减仓
AXOGENAXGN
1.84%1.88%$965.2万20.9万股$828.1万25.0万股-4.1万股-16.40%减仓
InsuletPODD
1.8%0.52%$942.0万6.2万股$228.1万1.1万股+5.1万股+469.18%加仓
EDGEWISE THERAPEUTICSEWTX
1.76%0.8%$921.6万22.7万股$353.5万11.2万股+11.5万股+102.09%加仓
BBICARA THERAPEUTICSBCAX
1.61%1.91%$846.0万28.5万股$838.8万42.2万股-13.7万股-32.43%减仓
IiShares安硕·BIOTECHNOLOGYIBB
1.54%2.39%$810.1万4.3万股$1,048.5万6.2万股-2.0万股-31.40%减仓
SYNDAX PHARMACEUTICALSSNDX
1.4%1.16%$732.9万33.5万股$507.7万21.7万股+11.8万股+54.24%加仓
MMAPLIGHT THERAPEUTICSMPLT
1.17%0.79%$612.9万17.1万股$347.7万17.1万股00.00%持仓不变
LLARIMAR THERAPEUTICS INC COMLRMR
1.17%2.08%$612.5万200.8万股$913.1万202.9万股-2.1万股-1.03%减仓
CCENTURY THERAPEUTICS INC COMIPSC
1.12%1.25%$588.1万240.0万股$550.2万243.4万股-3.4万股-1.39%减仓
德康医疗DXCM
1.11%1.23%$581.1万8.6万股$541.8万8.6万股00.00%持仓不变
IIMMUNOVANTIMVT
1.1%0.85%$576.1万15.0万股$373.9万15.1万股-1,000股-0.66%减仓
IINOGEN INC COMINGN
1.04%1.19%$545.1万84.5万股$522.3万84.5万股00.00%持仓不变
TTANDEM DIABETES CARETNDM
1.02%1.55%$536.0万35.5万股$680.9万35.5万股00.00%持仓不变
ALKERMESALKS
1.01%1.12%$530.6万10.1万股$493.2万13.9万股-3.8万股-27.40%减仓
STOKE THERAPEUTICSSTOK
0.82%0.97%$428.2万13.1万股$426.1万13.1万股00.00%持仓不变
AALLOGENE THERAPEUTICS INC COMALLO
0.79%0.76%$416.0万200.0万股$334.3万137.0万股+63.0万股+45.97%加仓
BIOCRYST PHARMACEUTICALSBCRX
0.76%0.93%$400.2万40.0万股$409.6万43.0万股-3.0万股-6.97%减仓
LLAKEFRONT BIOTHERAPEUTICS NVLKFT
0.74%0.89%$390.3万13.0万股$390.5万13.0万股00.00%持仓不变
OORTHOPEDIATRICS COMKIDS
0.69%0.35%$361.8万18.9万股$151.8万9.6万股+9.3万股+97.71%加仓
CCYBINHELP
0.65%0.54%$339.8万51.4万股$239.2万49.8万股+1.6万股+3.15%加仓
RRAPPORT THERAPEUTICSRAPP
0.6%0.53%$312.5万7.5万股$234.7万7.5万股00.00%持仓不变
KYMERA THERAPEUTICSKYMR
0.59%$309.6万2.7万股$00股+2.7万股新买入
PPROQR THRAPEUTICS
0.54%0.58%$284.6万153.0万股$253.9万156.8万股-3.7万股-2.37%减仓
NNEUROGENE INC COMNGNE
0.53%0.26%$280.0万8.9万股$114.2万5.7万股+3.2万股+57.20%加仓
AADLAI NORYTE LTDANL
0.53%$275.5万24.0万股$00股+24.0万股新买入
PROCEPT BIOROBOTICSPRCT
0.52%0.68%$271.0万12.0万股$300.1万12.0万股00.00%持仓不变
AQUESTIVE THERAPEUTICSAQST
0.51%0.35%$268.7万64.6万股$152.9万36.8万股+27.8万股+75.32%加仓
CCELLDEX THERAPEUTICS NEWCLDX
0.49%0.49%$255.0万6.9万股$217.3万6.9万股00.00%持仓不变
STRUCTURE THERAPEUTICSGPCR
0.48%0.51%$249.6万4.7万股$224.1万4.7万股00.00%持仓不变
ALIGN TECHNOLOGY INC COM USD0.0001ALGN
0.45%0.58%$236.1万1.4万股$257.1万1.5万股-1,000股-6.67%减仓
VVIKING THERAPEUTICSVKTX
0.44%0.44%$232.2万6.0万股$193.7万6.0万股00.00%持仓不变
NNERVGEN PHARMA CORP COMNGEN
0.41%$216.3万105.0万股$00股+105.0万股新买入
BIOHAVENBHVN
0.39%1.63%$204.7万13.8万股$715.5万84.6万股-70.8万股-83.73%减仓
MMAZE THERAPEUTICSMAZE
0.37%0.24%$194.0万6.5万股$104.5万3.5万股+3.0万股+85.71%加仓
AALECTOR INC COMALEC
0.35%0.44%$182.6万90.8万股$195.3万90.8万股00.00%持仓不变
LEXEO THERAPEUTICSLXEO
0.33%0.49%$175.5万37.7万股$216.4万37.7万股00.00%持仓不变
PROFOUND MED CORPORATION COM NEW (CANADA)PROF
0.33%0.39%$173.1万26.0万股$170.4万26.3万股-2,645股-1.01%减仓

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