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EcoR1 Capital, LLC · 13F 持仓分析
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EcoR1 Capital, LLC

No.1714 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$20.57亿
环比变动 Q1 2026
-$3.00亿-12.7%
持仓股票数
31
新买入
9
加仓
3
减仓
4
清仓
7
持股不变
15
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
ZYMEWORKSZYME
29.2%24.41%$6.00亿2,297.0万股$5.75亿2,297.0万股00.00%持仓不变
AANAPTYSBIOANAB
25.86%18.55%$5.32亿788.0万股$4.37亿788.0万股00.00%持仓不变
AAKTIS ONCOLOGYAKTS
7.56%3.66%$1.55亿482.4万股$8,631.0万482.4万股00.00%持仓不变
CG ONCOLOGYCGON
7.1%3.17%$1.46亿205.6万股$7,458.3万110.2万股+95.4万股+86.55%加仓
EETON PHARMACEUTICALS INC COMETON
3.82%2.27%$7,862.4万217.2万股$5,360.3万217.2万股00.00%持仓不变
CRISPR THERAPEUTICSCRSP
3.68%2.8%$7,577.1万138.9万股$6,608.8万138.9万股00.00%持仓不变
OORIC PHARMACEUTICALSORIC
3.54%3.62%$7,286.5万672.8万股$8,524.5万672.8万股00.00%持仓不变
FFIRST TRACKS BIOTHERAPEUTICSTRAX
3.11%$6,387.1万317.5万股$00股+317.5万股新买入
LLAKEFRONT BIOTHERAPEUTICS NVLKFT
2.43%2.12%$4,998.0万166.7万股$5,001.4万166.7万股00.00%持仓不变
NNEUROGENE INC COMNGNE
1.94%1.09%$3,998.4万127.1万股$2,563.0万127.1万股00.00%持仓不变
STOKE THERAPEUTICSSTOK
1.17%0.14%$2,404.9万73.5万股$325.6万10.0万股+63.5万股+635.00%加仓
FULCRUM THERAPEUTICS INC COMFULC
1.17%$2,397.3万655.0万股$00股+655.0万股新买入
LLEGEND BIOTECHLEGN
1.12%$2,310.4万80.0万股$00股+80.0万股新买入
BBRIDGEBIO ONCOLOGY THERAPEUTBBOT
1.05%1.07%$2,151.2万282.3万股$2,526.7万282.3万股00.00%持仓不变
MMBX BIOSCIENCESMBX
1.04%0.98%$2,144.5万38.9万股$2,319.3万77.7万股-38.9万股-50.00%减仓
ZZENAS BIOPHARMAZBIO
0.97%0.66%$2,003.8万79.0万股$1,543.5万79.0万股00.00%持仓不变
AATARA BIOTHERAPEUTICSATRA
0.87%0.02%$1,781.7万155.2万股$47.1万10.0万股+145.2万股+1,458.34%加仓
RELAY THERAPEUTICSRLAY
0.63%0.8%$1,305.9万69.8万股$1,895.2万190.5万股-120.7万股-63.36%减仓
AAURA BIOSCIENCESAURA
0.58%$1,183.3万166.7万股$00股+166.7万股新买入
OODYSSEY THERAPEUTICS INCODTX
0.51%$1,039.4万55.6万股$00股+55.6万股新买入
EEIKON THERAPEUTICSEIKN
0.46%0.33%$956.1万73.3万股$775.1万73.3万股00.00%持仓不变
PHARVARISPHVS
0.4%$812.6万23.5万股$00股+23.5万股新买入
ZURA BIO LTD CLASS A ORD SHSZURA
0.34%0.3%$696.0万118.0万股$701.9万118.0万股00.00%持仓不变
PPHATHOM PHARMACEUTICALSPHAT
0.33%0.29%$678.1万62.5万股$694.4万62.5万股00.00%持仓不变
NURIX THERAPEUTICSNRIX
0.32%$655.0万27.0万股$00股+27.0万股新买入
EERASCAERAS
0.29%0.62%$604.6万33.0万股$1,456.2万90.0万股-57.0万股-63.33%减仓
EELOXX PHARMACEUTICALS INCELOX
0.27%$555.2万40.0万股$00股+40.0万股新买入
AAARDVARK THERAPEUTICS INC COMAARD
0.12%$236.7万41.1万股$00股+41.1万股新买入
HHELIX ACQUISITION IIIHLXC
0.1%0.09%$212.8万20.0万股$203.2万20.0万股00.00%持仓不变
MMEREO BIOPHARMA GROUP FUNSPONSORED ADR 1 ADR REPS 5 ORD SHSMREO
0.02%0.19%$31.8万100.0万股$441.2万1,336.9万股-1,236.9万股-92.52%减仓
SSURROZENSRZN
<0.01%0.01%$734,444股$12.9万4,444股00.00%持仓不变

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