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TANG CAPITAL MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TANG CAPITAL MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001232621
持仓数
51
前50大市值合计
$1.97B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 126 项
建仓 20
增持 33
减持 51
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
—
DYNAVAX TECHNOLOGIES CORP
-$55.2M
1,949,500
-66%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$29.0M
0
-100%
增持
VERA
VERA THERAPEUTICS INC CL A
+$28.2M
1,350,000
+800%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
MERUS N V
+$27.4M
600,000
+500%
清仓
—
ACELYRIN INC
-$24.3M
0
-100%
建仓
MTD
METTLER-TOLEDO INTERNATIONAL
+$22.9M
19,500
增持
—
ITEOS THERAPEUTICS INC
+$22.1M
3,826,692
+42%
增持
BA
BOEING CO
+$21.1M
105,662
+1641%
增持
CTMX
CYTOMX THERAPEUTICS INC
+$20.8M
11,065,662
+65%
增持
—
KINIKSA PHARMACEUTICALS INTL
+$17.4M
2,328,609
+10%
增持
SYRE
SPYRE THERAPEUTICS INC
+$14.8M
3,200,000
+56%
增持
CMPX
COMPASS THERAPEUTICS INC
+$14.1M
13,496,208
+22%
建仓
—
UROGEN PHARMA LTD
+$13.7M
1,000,000
增持
INSM
INSMED INC
+$12.5M
200,000
+100%
增持
LKFT
GALAPAGOS NV
+$12.2M
3,990,111
+1%
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$10.4M
700,000
清仓
ONC
BEIGENE LTD
-$10.1M
0
-100%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$9.2M
2,105,608
+10%
建仓
WGS
GENEDX HOLDINGS CORP
+$9.2M
100,000
清仓
—
CRISPR THERAPEUTICS AG
-$9.1M
0
-100%
减持
—
ASTRAZENECA PLC
-$7.9M
150,000
-40%
建仓
LLY
ELI LILLY & CO
+$7.8M
10,000
增持
KROS
KEROS THERAPEUTICS INC
+$7.7M
1,418,984
+29%
清仓
PHAT
PHATHOM PHARMACEUTICALS INC
-$7.5M
0
-100%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$7.2M
420,300
减持
MIRM
MIRUM PHARMACEUTICALS INC
+$7.2M
1,236,027
-0%
增持
LENZ
LENZ THERAPEUTICS INC
+$6.6M
897,616
+17%
增持
IDXX
IDEXX LABS INC
+$6.5M
16,000
+220%
建仓
ALMS
ALUMIS INC
+$6.0M
1,996,797
建仓
SMMT
SUMMIT THERAPEUTICS INC
+$5.3M
250,000
减持
SNY
SANOFI
-$5.3M
200,000
-26%
减持
NVDA
NVIDIA CORPORATION
+$5.2M
130,509
-8%
建仓
BHC
BAUSCH HEALTH COS INC
+$4.9M
736,827
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$4.5M
10,000
减持
LQDA
LIQUIDIA CORPORATION
-$3.4M
1,143,759
-5%
减持
META
META PLATFORMS INC
+$3.3M
26,008
-6%
增持
VKTX
VIKING THERAPEUTICS INC
+$3.3M
370,000
+37%
增持
AVIR
ATEA PHARMACEUTICALS INC
+$3.2M
4,889,200
+2%
清仓
VIR
VIR BIOTECHNOLOGY INC
-$3.2M
0
-100%
建仓
—
METSERA INC
+$2.8M
100,000
增持
PTCT
PTC THERAPEUTICS INC
+$2.8M
1,100,000
+10%
增持
BEAM
BEAM THERAPEUTICS INC
+$2.5M
205,000
+310%
建仓
CGON
CG ONCOLOGY INC
+$2.3M
87,500
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$2.1M
2,842,925
+2%
建仓
TSHA
TAYSHA GENE THERAPIES INC
+$2.1M
900,000
清仓
—
ALLAKOS INC
-$2.0M
0
-100%
清仓
—
BLUEBIRD BIO INC
-$2.0M
0
-100%
增持
—
SUTRO BIOPHARMA INC
+$1.7M
2,561,586
+1181%
增持
PYXS
PYXIS ONCOLOGY INC
+$1.7M
2,500,000
+127%
增持
—
MIND MEDICINE MINDMED INC
+$1.6M
600,200
+50%
清仓
—
BOLT BIOTHERAPEUTICS INC
-$1.5M
0
-100%
增持
KLRS
KALARIS THERAPEUTICS, INC
-$1.5M
360,859
+17%
增持
REPL
REPLIMUNE GROUP INC
+$1.5M
3,200,000
+10%
减持
OKUR
ONKURE THERAPEUTICS INC
-$1.3M
169,245
-58%
清仓
—
ELEVATION ONCOLOGY INC
-$1.2M
0
-100%
清仓
—
KRONOS BIO INC
-$1.1M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
2,721
-23%
建仓
BOLT
BOLT BIOTHERAPEUTICS INC
+$962.9K
166,879
增持
EWTX
EDGEWISE THERAPEUTICS INC
-$945.7K
431,300
+44%
建仓
TPST
TEMPEST THERAPEUTICS INC
+$944.9K
138,962
减持
ANAB
ANAPTYSBIO INC
+$821.1K
1,330,879
-14%
建仓
—
CRESCENT BIOPHARMA INC.
+$809.5K
50,152
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$764.8K
3,250
-26%
清仓
CAPR
CAPRICOR THERAPEUTICS INC
-$750.7K
0
-100%
增持
SEER
SEER INC
+$689.5K
1,344,423
+4%
减持
—
EXXON MOBIL CORP
-$610.2K
12,651
-24%
增持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$587.0K
1,550,000
+3%
减持
PG
PROCTER AND GAMBLE CO
-$586.9K
8,952
-24%
减持
JNJ
JOHNSON & JOHNSON
-$583.6K
9,472
-23%
减持
V
VISA INC
-$573.5K
4,869
-26%
增持
JANX
JANUX THERAPEUTICS INC
+$570.0K
200,000
+33%
减持
VZ
VERIZON COMMUNICATIONS INC
-$569.6K
36,266
-23%
增持
—
THERAVANCE BIOPHARMA INC
+$567.7K
264,308
+1%
清仓
LXRX
LEXICON PHARMACEUTICALS INC
-$530.0K
0
-100%
减持
KO
COCA COLA CO
-$524.7K
22,712
-24%
减持
HRTX
HERON THERAPEUTICS INC
-$497.6K
2,135,459
-4%
减持
GEV
GE VERNOVA INC
+$489.5K
2,421
-7%
清仓
OTLK
OUTLOOK THERAPEUTICS INC
-$488.0K
0
-100%
清仓
—
REVIVA PHARMACEUTCLS HLDGS I
-$486.8K
0
-100%
增持
DSGN
DESIGN THERAPEUTICS INC
-$486.7K
1,780,975
+6%
减持
DTIL
PRECISION BIOSCIENCES INC
-$466.5K
653,649
-3%
清仓
ATRA
ATARA BIOTHERAPEUTICS INC
-$446.7K
0
-100%
减持
INTC
INTEL CORP
-$445.9K
66,216
-22%
减持
HD
HOME DEPOT INC
-$440.8K
3,646
-25%
减持
PFE
PFIZER INC
-$407.0K
53,039
-21%
减持
WMT
WALMART INC
-$403.6K
17,242
-28%
减持
CMPS
COMPASS PATHWAYS PLC
-$364.0K
1,300,000
-7%
减持
JPM
JPMORGAN CHASE & CO.
-$342.0K
6,312
-29%
减持
VTRS
VIATRIS INC
-$325.6K
128,359
-24%
清仓
GRAL
GRAIL INC
-$288.6K
0
-100%
增持
ERAS
ERASCA INC
+$278.4K
1,502,915
+26%
减持
TMUS
T-MOBILE US INC
-$249.9K
3,796
-12%
清仓
—
QUINCE THERAPEUTICS INC COMMON STOCK
-$245.2K
0
-100%
减持
NFLX
NETFLIX INC
+$245.2K
1,089
-16%
减持
CLX
CLOROX CO DEL
-$230.3K
5,154
-11%
减持
TXN
TEXAS INSTRS INC
-$217.0K
7,415
-24%
减持
CVX
CHEVRON CORP NEW
-$202.9K
5,239
-8%
清仓
—
NEXTCURE INC
-$194.1K
0
-100%
减持
NKE
NIKE INC
-$193.9K
19,399
-22%
清仓
—
AEROVATE THERAPEUTICS INC COMMON STOCK
-$175.1K
0
-100%
减持
ULTA
ULTA BEAUTY INC
+$172.1K
2,410
-8%
建仓
FENC
FENNEC PHARMACEUTICALS INC
+$170.4K
20,527
减持
ALL
ALLSTATE CORP
-$155.2K
4,488
-12%
减持
PYPL
PAYPAL HLDGS INC
-$155.1K
17,323
-22%
建仓
MCRB
SERES THERAPEUTICS INC
+$154.7K
13,921
减持
MCD
MCDONALDS CORP
-$153.8K
2,925
-9%
减持
PAYX
PAYCHEX INC
-$152.1K
6,048
-10%
减持
GE
GE AEROSPACE
+$147.5K
4,986
-12%
清仓
—
SERES THERAPEUTICS INC
-$142.8K
0
-100%
增持
FLNA
CASSAVA SCIENCES INC COMMON STOCK
+$134.1K
239,820
+20%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$130.7K
40,002
-10%
减持
FDX
FEDEX CORP
-$122.8K
2,892
-10%
减持
SHW
SHERWIN WILLIAMS CO
-$120.1K
2,343
-12%
增持
MGX
METAGENOMI INC
+$112.4K
200,000
+48%
清仓
—
AFFIMED N V
-$107.3K
0
-100%
减持
HRL
HORMEL FOODS CORP
-$92.7K
28,094
-8%
减持
MSFT
MICROSOFT CORP
-$47.5K
3,546
-27%
减持
DIS
DISNEY WALT CO
-$41.1K
14,493
-22%
建仓
ACTU
ACTUATE THERAPEUTICS INC
+$32.0K
5,243
减持
WHR
WHIRLPOOL CORP
+$30.2K
7,553
-7%
建仓
GALT
GALECTIN THERAPEUTICS INC
+$27.2K
12,913
减持
UAL
UNITED AIRLS HLDGS INC
-$26.6K
10,065
-16%
减持
AXP
AMERICAN EXPRESS CO
+$24.1K
3,168
-14%
减持
—
SEALED AIR CORP NEW
-$21.6K
24,400
-9%
减持
AMZN
AMAZON COM INC
+$15.3K
4,314
-12%
减持
F
FORD MTR CO
-$1.9K
75,380
-8%