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ABIVAX · 13F 机构持仓分析
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ABIVAX

ABIVAX SAABVX
持有机构数
308
机构合计市值 (Q2 2026)
$87.25亿
机构合计股数 (Q2 2026)
6,657.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,687.5万股
195 · 96 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,277.3万股
134 · 38 清仓 · ≈
⚖️ 净额
+1,410.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$87.25亿
持有机构数
308
新买入
96
加仓
99
减仓
96
清仓
38
持股不变
17
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TCG Crossover 管理TCG Crossover Management, LLC
19.24%20.65%#1$8.01亿600.8万股$7.22亿648.1万股-47.3万股-7.30%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.05%0.02%#126$6.19亿464.8万股$1.43亿128.5万股+336.3万股+261.77%加仓
城堡顾问CITADEL ADVISORS LLC
0.06%0.02%#118$5.66亿424.4万股$1.49亿133.9万股+290.5万股+216.93%加仓
Helikon 投资Helikon Investments Ltd
11.1%4.26%#11$3.71亿278.7万股$1.13亿101.3万股+177.4万股+175.05%加仓
Darwin Global Management, Ltd.
9.26%9.34%#16$3.48亿362.2万股$3.52亿346.9万股+15.3万股+4.41%加仓
Vestal Point 资本Vestal Point Capital, LP
7.32%4.67%#19$3.13亿234.9万股$1.67亿150.0万股+84.9万股+56.63%加仓
木星资产管理Jupiter Topco LLC
0.1%#107$2.55亿191.4万股$00股+191.4万股新买入
瑞银集团UBS Group AG
0.03%0.08%#140$2.48亿186.1万股$5.06亿454.7万股-268.7万股-59.08%减仓
ADAR1 Capital Management, LLC
11.36%9.43%#9$2.46亿184.9万股$1.60亿143.8万股+41.1万股+28.59%加仓
Caligan Partners LP
9.77%10.83%#14$2.08亿155.8万股$1.63亿146.2万股+9.6万股+6.57%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#175$1.91亿143.2万股$1.25亿147.1万股-3.9万股-2.62%减仓
Westfield资本管理WESTFIELD CAPITAL MANAGEMENT CO LP
0.57%0.62%#72$1.75亿131.0万股$1.47亿132.3万股-1.3万股-0.99%减仓
RA资本管理RA CAPITAL MANAGEMENT, L.P.
1.31%#55$1.51亿113.3万股$00股+113.3万股新买入
挪威央行投资管理NORGES BANK
0.01%#163$1.47亿110.0万股$00股+110.0万股新买入
Logos Global Management LP
5.87%3.75%#23$1.36亿102.4万股$7,516.1万67.5万股+34.9万股+51.70%加仓
Octagon Capital Advisors LP
11.89%8.34%#8$1.32亿99.3万股$7,538.4万67.7万股+31.6万股+46.68%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#179$1.29亿97.1万股$8,192.3万73.6万股+23.6万股+32.04%加仓
Ikarian Capital, LLC
12.96%3.16%#5$1.22亿92.0万股$3,889.2万35.1万股+56.9万股+162.08%加仓
Eversept Partners, LP
6.32%5.49%#21$1.22亿91.4万股$1.04亿93.4万股-2.1万股-2.20%减仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%<0.01%#177$1.06亿79.3万股$3,883.9万34.9万股+44.4万股+127.27%加仓
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
5.59%7.23%#24$1.02亿76.5万股$8,528.5万76.6万股-583股-0.08%减仓
DIADEMA PARTNERS LP
12.56%5.19%#7$1.02亿76.5万股$3,048.7万27.6万股+48.9万股+177.32%加仓
布斯湾基金管理BOOTHBAY FUND MANAGEMENT, LLC
1.33%0.81%#54$9,974.1万74.8万股$6,227.4万55.9万股+18.9万股+33.83%加仓
奥比梅德顾问ORBIMED ADVISORS LLC
1.88%1.03%#46$9,948.2万74.7万股$5,185.6万46.6万股+28.1万股+60.30%加仓
LMR合伙人LMR Partners LLP
0.36%0.06%#82$9,483.5万71.2万股$2,536.0万22.8万股+48.4万股+212.47%加仓
Cormorant Asset Management, LP
4.57%4.25%#30$8,995.1万67.5万股$8,462.6万76.0万股-8.5万股-11.18%减仓
ExodusPoint资本ExodusPoint Capital Management, LP
0.54%#73$8,387.5万62.9万股$00股+62.9万股新买入
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
0.1%0.03%#108$8,321.3万62.4万股$2,379.4万21.4万股+41.1万股+192.22%加仓
Boxer Capital Management, LLC
6.07%2.92%#22$8,062.2万60.5万股$2,227.0万20.0万股+40.5万股+202.50%加仓
GREAT POINT PARTNERS LLC
15.22%#2$8,053.1万60.4万股$00股+60.4万股新买入
Siren, L.L.C.
1.55%#50$7,675.8万57.6万股$00股+57.6万股新买入
贝莱德BlackRock, Inc.
<0.01%<0.01%#239$7,649.9万57.4万股$4,758.4万42.7万股+14.7万股+34.34%加仓
峰会合伙人公共资产SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
1.34%#53$7,595.8万57.0万股$00股+57.0万股新买入
都铎投资TUDOR INVESTMENT CORP ET AL
0.1%0.02%#110$6,995.3万52.5万股$1,295.1万11.6万股+40.9万股+351.32%加仓
安本标准投资Aberdeen Group plc
0.1%0.08%#109$6,956.5万52.2万股$4,801.9万43.1万股+9.1万股+21.05%加仓
Saturn V Capital Management LP
9.91%10.94%#13$6,914.4万51.9万股$6,042.9万54.3万股-2.4万股-4.39%减仓
Artia Global Partners LP
12.7%13.39%#6$6,882.2万51.6万股$6,689.3万60.1万股-8.4万股-14.03%减仓
两海资本Two Seas Capital LP
1.35%#52$6,809.5万51.1万股$00股+51.1万股新买入
Ensign Peak顾问Ensign Peak Advisors, Inc
0.11%0.13%#105$6,722.6万50.4万股$7,035.5万63.2万股-12.7万股-20.16%减仓
百达资产管理Pictet Asset Management Holding SA
0.06%0.01%#120$6,557.3万49.2万股$1,120.2万10.4万股+38.9万股+375.22%加仓
First Turn Management, LLC
6.98%5.8%#20$6,528.3万49.0万股$5,187.5万46.6万股+2.4万股+5.16%加仓
Holocene顾问Holocene Advisors, LP
0.13%0.07%#101$5,579.0万41.9万股$2,880.1万25.9万股+16.0万股+61.86%加仓
Vivo Capital, LLC
5.05%2.22%#28$5,528.9万41.5万股$2,667.3万24.0万股+17.5万股+73.21%加仓
暮色资产管理EVENTIDE ASSET MANAGEMENT, LLC
0.7%0.59%#64$5,262.5万39.5万股$3,569.4万32.1万股+7.4万股+23.20%加仓
MPM BioImpact LLC
2.73%0.92%#36$4,482.2万33.6万股$1,194.4万10.7万股+22.9万股+213.56%加仓
Kite Lake Capital Management (UK) LLP
15.18%11.58%#3$4,401.6万33.0万股$1,444.2万13.0万股+20.1万股+154.66%加仓
Affinity Asset Advisors, LLC
1.99%2.33%#45$4,397.6万33.0万股$4,509.7万40.5万股-7.5万股-18.52%减仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.01%0.03%#164$4,099.6万30.8万股$6,915.9万62.1万股-31.3万股-50.47%减仓
Melqart Asset Management (UK) Ltd
3.9%#32$4,094.4万30.7万股$00股+30.7万股新买入
普信集团PRICE T ROWE ASSOCIATES INC /MD/
<0.01%0.01%#201$4,002.7万30.0万股$7,701.8万69.2万股-39.1万股-56.57%减仓

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