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

No.2620 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.95亿
环比变动 Q1 2026
-$1.08亿-9.0%
持仓股票数
47
新买入
7
加仓
6
减仓
8
清仓
6
持股不变
26
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
TREVI THERAPEUTICSTRVI
8.68%5.05%$9,501.6万509.5万股$6,077.9万509.5万股00.00%持仓不变
PRAXIS PRECISION MEDICINES IPRAX
8.29%9.08%$9,076.7万27.1万股$1.09亿33.9万股-6.8万股-20.00%减仓
EERASCAERAS
6.9%16.34%$7,561.4万412.7万股$1.97亿1,215.1万股-802.4万股-66.03%减仓
AARRIVENT BIOPHARMAAVBP
5.34%1.7%$5,843.6万168.2万股$2,043.8万88.6万股+79.6万股+89.87%加仓
ABIVAXABVX
5.05%2.22%$5,528.9万41.5万股$2,667.3万24.0万股+17.5万股+73.21%加仓
TTANGO THERAPEUTICSTNGX
3.94%3.75%$4,313.2万138.0万股$4,507.8万215.5万股-77.5万股-35.97%减仓
CORVUS PHARMACEUTICALS ICRVS
3.83%3.41%$4,191.9万280.6万股$4,104.9万280.6万股00.00%持仓不变
BBRIGHT MINDS BIOSCIENCESDRUG
3.57%3.38%$3,911.3万55.7万股$4,065.7万55.7万股00.00%持仓不变
SSINOVAC BIOTECH LTDSVA
3.49%3.17%$3,819.2万590.3万股$3,819.2万590.3万股00.00%持仓不变
TTENAX THERAPEUTICSTENX
3.32%0.28%$3,637.5万250.0万股$333.1万20.8万股+229.2万股+1,100.00%加仓
AACLARIS THERAPEUTICS INC COMACRS
3.23%2.08%$3,541.5万669.5万股$2,500.0万666.7万股+2.8万股+0.42%加仓
DDYNE THERAPEUTICSDYN
3.16%2.35%$3,459.1万155.7万股$2,823.7万155.7万股00.00%持仓不变
DDIANTHUS THERAPEUTICSDNTH
3.15%2.47%$3,450.8万35.4万股$2,970.8万35.4万股00.00%持仓不变
AALTO NEUROSCIENCE INC COM SHSANRO
2.91%1.94%$3,190.2万120.9万股$2,327.9万103.6万股+17.3万股+16.74%加仓
DBV TECHNOLOGIESDBVT
2.76%4.63%$3,025.4万184.5万股$5,572.6万266.8万股-82.3万股-30.84%减仓
SSAB BIOTHERAPEUTICSSABS
2.6%3.64%$2,847.0万730.0万股$4,373.9万1,142.0万股-412.0万股-36.08%减仓
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
2.49%1.55%$2,725.8万140.0万股$1,864.0万100.0万股+40.0万股+40.00%加仓
LLB PHARMACEUTICALSLBRX
2.37%1.64%$2,596.4万80.0万股$1,972.8万80.0万股00.00%持仓不变
MMINERVA NEUROSCIENCESNERV
2.19%2.17%$2,399.1万432.3万股$2,604.5万432.3万股00.00%持仓不变
DESIGN THERAPEUTICS INC COMDSGN
2.13%1.43%$2,333.9万161.3万股$1,716.1万161.3万股00.00%持仓不变
OORIC PHARMACEUTICALSORIC
1.83%1.95%$2,002.2万184.9万股$2,342.4万184.9万股00.00%持仓不变
CCAMP4 THERAPEUTICSCAMP
1.69%1.56%$1,855.8万424.7万股$1,872.7万424.7万股00.00%持仓不变
FFAETH THERAPEUTICS INCFTH
1.65%1.89%$1,805.1万72.2万股$2,275.8万72.2万股00.00%持仓不变
AACHIEVE LIFE SCIENCEACHV
1.64%$1,796.4万275.1万股$00股+275.1万股新买入
CCOMPASS THERAPEUTICSCMPX
1.55%4.2%$1,698.8万775.7万股$5,049.6万954.5万股-178.8万股-18.74%减仓
AAN2 THERAPEUTICSANTX
1.39%0.9%$1,526.4万315.4万股$1,078.5万315.4万股00.00%持仓不变
EEDITAS MEDICINEEDIT
1.05%$1,151.9万355.5万股$00股+355.5万股新买入
GGERONGERN
1.01%1.07%$1,110.0万867.2万股$1,292.1万867.2万股00.00%持仓不变
OODYSSEY THERAPEUTICS INCODTX
0.98%$1,075.8万57.5万股$00股+57.5万股新买入
EUPRAXIA PHARMACEUTICALSEPRX
0.81%0.81%$892.4万135.0万股$977.4万135.0万股00.00%持仓不变
OONKURE THERAPEUTICSOKUR
0.8%0.66%$879.0万192.8万股$798.1万192.8万股00.00%持仓不变
OOLEMA PHARMACEUTICALS INC COMOLMA
0.77%0.83%$840.5万67.2万股$1,001.7万67.2万股00.00%持仓不变
MMONOPAR THERAPEUTICSMNPR
0.77%0.41%$837.9万9.1万股$495.8万9.1万股00.00%持仓不变
AAURA BIOSCIENCESAURA
0.76%$828.3万116.7万股$00股+116.7万股新买入
SurrozenSRZN
0.62%0.63%$674.7万26.0万股$757.4万26.0万股00.00%持仓不变
AALX ONCOLOGYALXO
0.6%0.53%$659.2万318.5万股$638.5万318.5万股00.00%持仓不变
SSATELLOS BIOSCIENCEMSLE
0.58%0.38%$632.6万81.4万股$458.1万81.4万股00.00%持仓不变
AVALO THERAPEUTICSAVTX
0.46%$508.2万27.5万股$00股+27.5万股新买入
PPEPGENPEPG
0.38%0.34%$418.5万232.5万股$411.5万232.5万股00.00%持仓不变
VVALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHSVALN
0.36%$399.2万76.3万股$00股+76.3万股新买入
SSERA PROGNOSTICSSERA
0.27%0.28%$300.4万165.0万股$335.0万165.0万股00.00%持仓不变
UUNICYCIVE THERAPEUTICSUNCY
0.24%0.98%$258.0万55.0万股$1,177.8万179.0万股-124.0万股-69.27%减仓
IInstil Bio IncTIL
0.21%0.2%$225.1万29.3万股$241.2万29.3万股00.00%持仓不变
IINMED PHARMACEUTICALS INCINM
0.11%$123.7万79.8万股$00股+79.8万股新买入
BBOLT BIOTHERAPEUTICS INCBOLT
0.03%0.02%$27.9万7.2万股$29.3万7.2万股00.00%持仓不变
PPASITHEA THERAPEUTICSKTTA
0.02%0.13%$24.0万46.5万股$155.8万210.0万股-163.5万股-77.83%减仓
PPRECISION BIOSCIENCES INCORPORATED COM NEWDTIL
<0.01%<0.01%$3.7万4,675股$2.6万4,675股00.00%持仓不变

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