| 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 |
|---|---|---|---|---|---|---|---|---|---|
 RHYTHM PHARMACEUTICALSRYTM | 33.79% | 38.3% | $1.32亿 | 118.6万股 | $1.07亿 | 122.7万股 | -4.1万股-3.36% | 减仓 | |
 ARGENX SPONSORED ADRARGX | 31.25% | 40.1% | $1.22亿 | 13.1万股 | $1.12亿 | 15.3万股 | -2.2万股-14.19% | 减仓 | |
| RREVOLUTION MEDICINES COMRVMD | 19.72% | 9.16% | $7,685.1万 | 41.0万股 | $2,553.2万 | 26.3万股 | +14.8万股+56.30% | 加仓 | |
 CYTOKINETICSCYTK | 10.38% | 4.26% | $4,046.5万 | 47.5万股 | $1,186.4万 | 18.0万股 | +29.5万股+163.89% | 加仓 | |
 DISC MEDICINEIRON | 4.51% | 6.58% | $1,756.3万 | 24.0万股 | $1,832.9万 | 28.7万股 | -4.7万股-16.23% | 减仓 | |
 TREVI THERAPEUTICSTRVI | 0.36% | 0.21% | $139.9万 | 7.5万股 | $59.7万 | 5.0万股 | +2.5万股+50.00% | 加仓 |
