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Patient Square Capital LP · 13F 持仓分析
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Patient Square Capital LP

No.3632 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.46亿
环比变动 Q1 2026
+$8,191.7万+14.5%
持仓股票数
23
新买入
6
加仓
9
减仓
8
清仓
12
持股不变
0
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
ROIVANT SCIENCESROIV
43.97%40.13%$2.84亿802.1万股$2.26亿816.6万股-14.5万股-1.78%减仓
RREVOLUTION MEDICINES COMRVMD
8.01%$5,168.9万27.6万股$00股+27.6万股新买入
MMIRUM PHARMACEUTICALSMIRM
4.72%3.77%$3,049.7万26.1万股$2,124.7万23.0万股+3.1万股+13.26%加仓
ABIVAXABVX
4.26%2.4%$2,751.8万20.7万股$1,350.1万12.1万股+8.5万股+70.32%加仓
BBEONE MEDICINESONC
3.97%4.24%$2,565.3万9.0万股$2,391.9万8.1万股+9,478股+11.77%加仓
PHARVARISPHVS
3.6%2.47%$2,321.0万67.1万股$1,392.7万49.3万股+17.8万股+36.15%加仓
ARGENX SPONSORED ADRARGX
3.31%4.76%$2,133.9万2.3万股$2,681.3万3.7万股-1.4万股-37.36%减仓
United TherapeuticsUTHR
3.12%$2,011.3万3.7万股$00股+3.7万股新买入
BELITE BIOBLTE
2.62%3.3%$1,693.8万11.0万股$1,860.4万11.7万股-6,684股-5.73%减仓
COGENT BIOSCIENCESCOGT
2.55%4.07%$1,644.8万42.5万股$2,294.0万59.6万股-17.1万股-28.69%减仓
DBV TECHNOLOGIESDBVT
2.31%2.57%$1,491.5万90.9万股$1,448.8万69.4万股+21.6万股+31.14%加仓
XENON PHARMACEUTICALSXENE
2.06%2.34%$1,327.9万22.0万股$1,320.0万22.7万股-7,000股-3.08%减仓
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX
1.94%$1,250.9万13.4万股$00股+13.4万股新买入
ARCUS BIOSCIENCESRCUS
1.7%0.75%$1,096.9万35.6万股$421.2万19.5万股+16.1万股+82.46%加仓
EENLIVEN THERAPEUTICSELVN
1.67%1.39%$1,078.4万21.3万股$784.0万20.0万股+1.3万股+6.25%加仓
DDIANTHUS THERAPEUTICSDNTH
1.63%1.4%$1,052.8万10.8万股$787.9万9.4万股+1.4万股+15.04%加仓
AALLOGENE THERAPEUTICS INC COMALLO
1.63%1.49%$1,050.4万505.0万股$841.8万345.0万股+160.0万股+46.38%加仓
EEYEPOINTEYPT
1.59%1.82%$1,029.6万72.0万股$1,024.8万79.5万股-7.5万股-9.43%减仓
ARCUTIS BIOTHERAPEUTICSARQT
1.5%1.67%$970.1万37.0万股$943.9万40.1万股-3.1万股-7.65%减仓
CC4 THERAPEUTICS INC COM STKCCCC
1.16%$751.3万160.9万股$00股+160.9万股新买入
IINVENTIVAIVA
1.15%$743.6万196.7万股$00股+196.7万股新买入
KYMERA THERAPEUTICSKYMR
0.84%1.48%$544.7万4.8万股$832.9万10.0万股-5.3万股-52.50%减仓
FFAETH THERAPEUTICS INCFTH
0.68%$437.6万17.5万股$00股+17.5万股新买入

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