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NEXTBio Capital Management LP · 13F 持仓分析
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NEXTBio Capital Management LP

No.6849 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.17亿
环比变动 Q1 2026
+$202.7万+0.9%
持仓股票数
22
新买入
3
加仓
7
减仓
5
清仓
5
持股不变
7
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
PPROTAGONIST THERAPEUTICSPTGX
12.37%11.24%$2,688.6万21.9万股$2,420.2万23.0万股-1.0万股-4.48%减仓
SSHATTUCK LABSSTTK
11.9%9.4%$2,586.8万372.7万股$2,025.4万315.0万股+57.7万股+18.33%加仓
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS
11.56%5.19%$2,512.7万177.6万股$1,117.8万202.1万股-24.6万股-12.15%减仓
STRUCTURE THERAPEUTICSGPCR
7.71%2.98%$1,677.2万31.2万股$642.2万13.3万股+17.9万股+134.54%加仓
VVOR BIOPHARMAVOR
7.53%8.28%$1,637.0万88.9万股$1,783.9万100.0万股-11.1万股-11.08%减仓
RHYTHM PHARMACEUTICALSRYTM
6.73%5.09%$1,462.9万13.2万股$1,096.5万12.6万股+5,680股+4.51%加仓
PALVELLA THERAPEUTICS NEPVLA
6.32%4.79%$1,374.0万9.0万股$1,030.7万8.3万股+7,223股+8.74%加仓
XENON PHARMACEUTICALSXENE
5.09%4.95%$1,105.9万18.3万股$1,065.5万18.3万股00.00%持仓不变
ZZENAS BIOPHARMAZBIO
4.98%3.87%$1,083.1万42.7万股$834.3万42.7万股00.00%持仓不变
OORIC PHARMACEUTICALSORIC
3.52%3.08%$764.7万70.6万股$663.4万52.4万股+18.3万股+34.85%加仓
IINVENTIVAIVA
3.11%3.44%$675.9万178.8万股$740.1万133.3万股+45.5万股+34.08%加仓
CCrescent BiopharmaCBIO
3.09%3.18%$671.1万37.3万股$684.9万37.3万股00.00%持仓不变
VAXCYTEPCVX
2.87%2.57%$623.3万10.7万股$553.3万9.5万股+1.2万股+12.60%加仓
COGENT BIOSCIENCESCOGT
2.33%2.34%$507.3万13.1万股$504.9万13.1万股-113股-0.09%减仓
VVERASTEM INC COM NEWVSTM
2.3%3.22%$499.2万130.7万股$692.6万130.7万股00.00%持仓不变
DISC MEDICINEIRON
1.77%1.56%$385.1万5.3万股$336.7万5.3万股00.00%持仓不变
PHARVARISPHVS
1.72%$373.7万10.8万股$00股+10.8万股新买入
ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB
1.6%1.6%$348.4万18.3万股$344.9万18.3万股00.00%持仓不变
BBIOAGE LABSBIOA
1.14%$246.9万10.1万股$00股+10.1万股新买入
LLB PHARMACEUTICALSLBRX
1.02%$221.5万6.8万股$00股+6.8万股新买入
EEVOMMUNEEVMN
0.73%1.96%$158.2万11.9万股$423.2万18.4万股-6.5万股-35.31%减仓
AADICET BIOACET
0.63%0.5%$136.4万15.8万股$107.5万15.8万股00.00%持仓不变

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