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PMV PHARMACEUTICALS · 13F 机构持仓分析
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PMV PHARMACEUTICALS

PMVP
持有机构数
65
机构合计市值 (Q2 2026)
$4,645.8万
机构合计股数 (Q2 2026)
3,468.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+162.1万股
20 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-315.1万股
28 · 8 清仓 · ≈
⚖️ 净额
-153.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,645.8万
持有机构数
65
新买入
4
加仓
16
减仓
20
清仓
8
持股不变
25
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
BML Capital Management, LLC
4.07%4.24%#1$714.2万533.0万股$659.7万532.0万股+1.0万股+0.19%加仓
TANG CAPITAL MANAGEMENT LLC
0.26%0.27%#6$568.8万424.5万股$526.4万424.5万股00.00%持仓不变
Sio Capital Management, LLC
0.58%0.55%#3$353.0万263.4万股$381.5万307.7万股-44.2万股-14.38%减仓
Euclidean Capital LLC
0.8%0.83%#2$352.1万262.8万股$325.8万262.8万股00.00%持仓不变
Adage资本合伙人ADAGE CAPITAL PARTNERS GP, L.L.C.
<0.01%<0.01%#19$316.2万236.0万股$230.6万186.0万股+50.0万股+26.88%加仓
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#21$296.9万221.6万股$274.7万221.6万股00.00%持仓不变
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#39$269.6万201.2万股$244.9万197.5万股+3.7万股+1.88%加仓
ArrowMark Colorado Holdings LLC
0.11%0.09%#10$262.6万196.0万股$356.2万287.3万股-91.3万股-31.79%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#23$261.9万195.4万股$233.7万188.5万股+7.0万股+3.69%加仓
Eversept Partners, LP
0.13%0.15%#7$253.4万189.1万股$291.2万234.8万股-45.7万股-19.48%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#48$123.3万92.0万股$108.4万87.4万股+4.5万股+5.20%加仓
Stonepine Capital Management, LLC
0.11%0.35%#9$71.8万53.6万股$87.8万70.8万股-17.2万股-24.29%减仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#46$63.5万47.3万股$61.5万49.6万股-2.3万股-4.59%减仓
Aldebaran Capital, LLC
0.47%0.45%#4$62.6万46.7万股$58.7万47.3万股-5,930股-1.25%减仓
桥道资本管理BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.01%0.01%#16$57.5万42.9万股$53.2万42.9万股00.00%持仓不变
BIT Capital GmbH
0.02%0.01%#12$54.6万40.8万股$15.3万12.4万股+28.4万股+229.86%加仓
Verdad Advisers, LP
0.47%0.25%#5$48.6万36.2万股$22.3万18.0万股+18.2万股+101.13%加仓
Walleye资本Walleye Capital LLC
<0.01%<0.01%#24$45.0万33.6万股$41.6万33.6万股00.00%持仓不变
Assenagon资产管理Assenagon Asset Management S.A.
<0.01%<0.01%#28$44.2万33.0万股$44.7万36.1万股-3.1万股-8.53%减仓
马歇尔·韦斯MARSHALL WACE, LLP
<0.01%<0.01%#32$43.1万32.2万股$53.8万43.4万股-11.2万股-25.91%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#37$34.1万25.5万股$37.0万29.8万股-4.3万股-14.54%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#44$33.4万25.0万股$16.0万12.9万股+12.0万股+93.27%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#47$32.2万24.0万股$29.8万24.1万股-421股-0.18%减仓
ADAR1 Capital Management, LLC
0.01%0.02%#14$26.9万20.1万股$28.6万23.1万股-3.0万股-12.99%减仓
道富集团STATE STREET CORP
<0.01%<0.01%#55$24.5万18.3万股$22.7万18.3万股00.00%持仓不变
RBF Capital, LLC
0.01%0.01%#17$21.7万16.2万股$20.1万16.2万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#50$18.4万13.7万股$14.2万11.5万股+2.2万股+19.27%加仓
MAI资本管理MAI Capital Management
<0.01%#26$17.8万13.3万股$00股+13.3万股新买入
EVOKE WEALTH, LLC
<0.01%<0.01%#22$16.5万13.3万股$16.5万13.3万股00.00%持仓不变
Rangeley Capital, LLC
0.13%0.08%#8$13.3万9.9万股$8.3万6.7万股+3.2万股+48.46%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#52$12.5万9.3万股$14.3万11.5万股-2.2万股-19.39%减仓
Ikarian Capital, LLC
0.01%0.01%#13$11.9万8.9万股$11.1万8.9万股00.00%持仓不变
Jacobs Levy股票管理JACOBS LEVY EQUITY MANAGEMENT, INC
<0.01%<0.01%#33$9.4万7.1万股$22.3万18.0万股-10.9万股-60.80%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#41$9.1万6.8万股$8.5万6.8万股-354股-0.52%减仓
正交资本Quadrature Capital Ltd
<0.01%<0.01%#25$8.3万6.2万股$7.6万6.1万股+896股+1.46%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#57$7.6万5.7万股$15.4万12.4万股-6.7万股-54.19%减仓
Seven Fleet Capital Management LP
0.01%0.02%#15$7.2万5.4万股$7.9万6.3万股-9,929股-15.64%减仓
Simplex交易SIMPLEX TRADING, LLC
<0.01%<0.01%#42$6.8万5.1万股$1.0万8,181股+4.3万股+523.40%加仓
HRT金融HRT FINANCIAL LP
<0.01%#35$6.8万5.1万股$00股+5.1万股新买入
Accurate Wealth Management, LLC
0.01%0.01%#18$6.2万5.0万股$6.7万5.0万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#60$5.6万4.2万股$4.5万3.2万股+9,289股+28.67%加仓
Algert全球ALGERT GLOBAL LLC
<0.01%<0.01%#27$5.3万4.0万股$5.2万4.2万股-1,737股-4.18%减仓
COOPER/HAIMS ADVISORS, LLC
0.02%#11$5.2万3.9万股$00股+3.9万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#58$5.0万3.8万股$00股+3.8万股新买入
Connor Clark & Lunn投资管理Connor, Clark & Lunn Investment Management Ltd.
<0.01%<0.01%#36$4.3万3.2万股$4.0万3.2万股00.00%持仓不变
SquarepointSquarepoint Ops LLC
<0.01%<0.01%#40$4.3万3.2万股$3.4万2.7万股+4,452股+16.26%加仓
汇丰控股HSBC HOLDINGS PLC
<0.01%<0.01%#49$4.1万3.1万股$3.8万3.1万股00.00%持仓不变
巴克莱BARCLAYS PLC
<0.01%<0.01%#56$3.7万2.8万股$3.4万2.8万股+225股+0.82%加仓
布斯湾基金管理BOOTHBAY FUND MANAGEMENT, LLC
<0.01%<0.01%#30$3.6万2.7万股$3.4万2.7万股00.00%持仓不变
先锋环球顾问Vanguard Global Advisers, LLC
<0.01%<0.01%#53$2.9万2.2万股$2.7万2.2万股00.00%持仓不变

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