13FBOX
RA资本管理 · 13F 持仓分析
期权收益计算器 机构排行

RA资本管理

RA CAPITAL MANAGEMENT, L.P.No.534 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$115.08亿
环比变动 Q1 2026
+$20.70亿+21.9%
持仓股票数
84
新买入
16
加仓
10
减仓
10
清仓
17
持股不变
48
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
AASCENDIS PHARMA A/S SPONSORED ADRASND
23.83%24.92%$27.42亿1,028.1万股$23.52亿1,028.1万股00.00%持仓不变
PPARABILIS MEDICINES INCPBLS
6.88%$7.92亿2,893.3万股$00股+2,893.3万股新买入
RHYTHM PHARMACEUTICALSRYTM
6.43%6.14%$7.40亿666.7万股$5.80亿666.7万股00.00%持仓不变
VAXCYTEPCVX
5.8%7.07%$6.67亿1,147.5万股$6.67亿1,147.5万股00.00%持仓不变
SSIONNA THERAPEUTICSSION
3.79%4.21%$4.36亿990.5万股$3.97亿990.5万股00.00%持仓不变
TTYRA BIOSCIENCESTYRA
3.39%4.95%$3.90亿1,219.9万股$4.67亿1,219.9万股00.00%持仓不变
EDGEWISE THERAPEUTICSEWTX
2.96%3.48%$3.41亿839.3万股$3.28亿1,042.8万股-203.6万股-19.52%减仓
NNEWAMSTERDAM PHARMANAMS
2.81%3.24%$3.24亿955.0万股$3.06亿955.0万股00.00%持仓不变
HHEMAB THERAPEUTICS HLDGS INCCOAG
2.49%$2.87亿780.9万股$00股+780.9万股新买入
SSEPTERNASEPN
2.04%1.78%$2.34亿699.6万股$1.68亿699.6万股00.00%持仓不变
BBICARA THERAPEUTICSBCAX
1.87%1.53%$2.15亿725.6万股$1.44亿725.6万股00.00%持仓不变
MINERALYS THERAPEUTICSMLYS
1.8%2.21%$2.08亿769.3万股$2.08亿769.3万股00.00%持仓不变
GH RESEARCH ORDINARY SHARESGHRS
1.78%1.14%$2.05亿763.7万股$1.08亿767.7万股-4.0万股-0.52%减仓
DISC MEDICINEIRON
1.56%1.66%$1.79亿245.0万股$1.57亿245.0万股00.00%持仓不变
SSPYGLASS PHARMASGP
1.55%2.2%$1.79亿802.1万股$2.08亿802.1万股00.00%持仓不变
AARTIVA BIOTHERAPEUTICSARTV
1.51%0.67%$1.74亿1,795.6万股$6,345.5万985.3万股+810.2万股+82.23%加仓
JANUX THERAPEUTICSJANX
1.49%1.65%$1.72亿1,119.0万股$1.56亿1,119.0万股00.00%持仓不变
TAYSHA GENE THERAPIESTSHA
1.39%1.12%$1.60亿2,355.6万股$1.05亿2,355.6万股00.00%持仓不变
BIOCRYST PHARMACEUTICALSBCRX
1.38%1.6%$1.58亿1,582.7万股$1.51亿1,582.7万股00.00%持仓不变
WAVE LIFE SCIENCESWVE
1.36%2.07%$1.57亿2,697.6万股$1.96亿2,697.6万股00.00%持仓不变
NNUVALENTNUVL
1.34%2.75%$1.54亿124.6万股$2.60亿253.4万股-128.8万股-50.81%减仓
ABIVAXABVX
1.31%$1.51亿113.3万股$00股+113.3万股新买入
OORUKA THERAPEUTICS INC COMORKA
1.29%$1.48亿155.5万股$00股+155.5万股新买入
CCLIMB BIO INC COMCLYM
1.28%0.82%$1.47亿1,130.1万股$7,741.1万1,130.1万股00.00%持仓不变
SOLID BIOSCIENCESSLDB
1.04%0.71%$1.20亿1,203.6万股$6,724.8万934.0万股+269.6万股+28.87%加仓
ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB
0.95%1.14%$1.09亿574.4万股$1.07亿570.7万股+3.6万股+0.64%加仓
AARS PHARMACEUTICALSSPRY
0.76%0.92%$8,699.6万1,086.1万股$8,721.4万1,086.1万股00.00%持仓不变
XXENCORXNCR
0.74%0.63%$8,491.6万527.4万股$5,906.1万489.7万股+37.7万股+7.70%加仓
JADE BIOSCIENCESJBIO
0.71%0.55%$8,157.1万367.1万股$5,157.9万367.1万股00.00%持仓不变
IINTELLIA THERAPEUTICSNTLA
0.67%$7,659.6万452.7万股$00股+452.7万股新买入
LLB PHARMACEUTICALSLBRX
0.62%0.58%$7,168.0万220.9万股$5,446.4万220.9万股00.00%持仓不变
DDEFINIUM THERAPEUTICSDFTX
0.61%$7,056.0万150.0万股$00股+150.0万股新买入
AACLARIS THERAPEUTICS INC COMACRS
0.58%0.27%$6,730.5万1,272.3万股$2,551.5万680.4万股+591.9万股+86.99%加仓
4D MOLECULAR THERAPEUTICS INFDMT
0.58%0.5%$6,716.2万505.0万股$4,701.3万505.0万股00.00%持仓不变
SSANA BIOTECHNOLOGYSANA
0.57%$6,543.8万1,875.0万股$00股+1,875.0万股新买入
DDAMORA THERAPEUTICSDMRA
0.54%0.66%$6,241.6万240.0万股$6,214.2万239.9万股+392股+0.02%加仓
MMONOPAR THERAPEUTICSMNPR
0.54%0.39%$6,177.7万66.7万股$3,655.6万66.7万股00.00%持仓不变
AACUMEN PHARMACEUTICALSABOS
0.49%0.52%$5,605.0万2,099.3万股$4,954.3万2,099.3万股00.00%持仓不变
GGERONGERN
0.48%1.01%$5,479.6万4,281.0万股$9,501.9万6,377.1万股-2,096.2万股-32.87%减仓
REZOLUTERZLT
0.43%0.3%$4,911.4万944.5万股$2,799.9万918.0万股+26.5万股+2.89%加仓
EEVOMMUNEEVMN
0.4%0.85%$4,644.4万349.5万股$8,034.2万349.5万股00.00%持仓不变
VVOR BIOPHARMAVOR
0.38%1.02%$4,422.3万240.2万股$9,642.5万540.5万股-300.3万股-55.56%减仓
CCENTURY THERAPEUTICS INC COMIPSC
0.38%0.43%$4,349.8万1,775.4万股$4,012.5万1,775.4万股00.00%持仓不变
AAKTIS ONCOLOGYAKTS
0.37%0.28%$4,236.3万131.4万股$2,689.0万150.3万股-18.9万股-12.55%减仓
BBIOAGE LABSBIOA
0.36%0.31%$4,097.2万167.2万股$2,887.0万165.1万股+2.1万股+1.27%加仓
CC4 THERAPEUTICS INC COM STKCCCC
0.32%0.22%$3,736.0万800.0万股$2,104.0万800.0万股00.00%持仓不变
MMIRUM PHARMACEUTICALSMIRM
0.32%0.31%$3,729.3万31.9万股$2,942.8万31.9万股00.00%持仓不变
CCAPRICOR THERAPEUTICS INC COM NEWCAPR
0.32%0.49%$3,630.9万150.8万股$4,583.8万150.8万股00.00%持仓不变
PPEPGENPEPG
0.31%0.38%$3,611.6万2,006.5万股$3,551.4万2,006.5万股00.00%持仓不变
PPRELUDE THERAPEUTICS INC COMPRLD
0.3%$3,451.6万647.6万股$00股+647.6万股新买入

🧭 机构资金流板块热力图

净流出 净流入