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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 90 项
建仓 12
增持 28
减持 32
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
CELC
CELCUITY INC
+$56.8M
1,150,000
建仓
PGEN
PRECIGEN INC
+$40.8M
12,400,000
增持
AUPH
AURINIA PHARMACEUTICALS INC
+$40.2M
11,329,500
+13%
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
PTCT
PTC THERAPEUTICS INC
+$38.3M
1,500,000
+36%
清仓
—
ITEOS THERAPEUTICS INC
-$38.2M
0
-100%
增持
NKE
NIKE INC
+$34.8M
519,399
+2577%
增持
LKFT
GALAPAGOS NV
+$32.1M
4,151,194
+4%
增持
IONS
IONIS PHARMACEUTICALS INC
+$30.1M
550,000
+267%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$26.9M
80,000
+700%
增持
CMPX
COMPASS THERAPEUTICS INC
+$23.8M
16,811,963
+25%
减持
BA
BOEING CO
-$21.4M
3,225
-97%
减持
MTD
METTLER-TOLEDO INTERNATIONAL
-$20.5M
1,969
-90%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$17.7M
2,305,608
+9%
增持
REPL
REPLIMUNE GROUP INC
-$15.5M
3,400,000
+6%
增持
VKTX
VIKING THERAPEUTICS INC
+$13.1M
870,000
+135%
清仓
—
CARGO THERAPEUTICS INC
-$12.6M
0
-100%
增持
JANX
JANUX THERAPEUTICS INC
+$12.5M
700,000
+250%
增持
EOLS
EVOLUS INC
-$12.3M
5,488,299
+10%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$11.4M
0
-100%
增持
ANAB
ANAPTYSBIO INC
+$11.3M
1,333,639
+0%
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$10.9M
400,000
清仓
—
HILLEVAX INC
-$9.8M
0
-100%
增持
CMPS
COMPASS PATHWAYS PLC
+$9.0M
2,200,000
+69%
增持
NUVB
NUVATION BIO INC
+$7.9M
4,200,000
+8%
清仓
—
ESSA PHARMA INC
-$7.3M
0
-100%
增持
—
CRESCENT BIOPHARMA INC.
+$7.3M
679,824
+1256%
建仓
PMVP
PMV PHARMACEUTICALS, INC.
+$6.7M
4,785,201
建仓
—
CRISPR THERAPEUTICS AG
+$6.5M
100,000
增持
SMMT
SUMMIT THERAPEUTICS INC
+$6.0M
550,000
+120%
增持
VSTM
VERASTEM INC
+$5.9M
789,810
+193%
增持
—
KALVISTA PHARMACEUTICALS INC
+$5.5M
5,041,798
+2%
清仓
—
THIRD HARMONIC BIO INC
-$5.0M
0
-100%
减持
SNY
SANOFI
-$4.9M
100,000
-50%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$4.4M
600,000
+43%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$4.2M
200,000
+300%
清仓
NVAX
NOVAVAX INC
-$3.8M
0
-100%
减持
AVIR
ATEA PHARMACEUTICALS INC
-$3.6M
4,826,200
-1%
清仓
—
SPRINGWORKS THERAPEUTICS INC
-$3.5M
0
-100%
增持
BHC
BAUSCH HEALTH COS INC
+$3.5M
1,300,000
+76%
增持
FENC
FENNEC PHARMACEUTICALS INC
+$3.0M
334,593
+1530%
清仓
—
METSERA INC
-$2.8M
0
-100%
增持
BEAM
BEAM THERAPEUTICS INC
+$2.7M
255,000
+24%
减持
ALT
ALTIMMUNE INC
-$2.6M
2,131,307
-22%
建仓
VOR
VOR BIOPHARMA INC
+$2.4M
50,000
建仓
GOSS
GOSSAMER BIO INC
+$2.1M
800,000
增持
PLRX
PLIANT THERAPEUTICS INC
+$1.9M
6,003,446
+0%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$1.9M
543,760
-70%
建仓
CGTX
COGNITION THERAPEUTICS INC
+$1.6M
1,200,000
增持
KLRS
KALARIS THERAPEUTICS, INC
+$1.5M
418,241
+16%
减持
ALMS
ALUMIS INC
-$1.3M
1,167,009
-42%
清仓
ALXO
ALX ONCOLOGY HLDGS INC
-$1.3M
0
-100%
清仓
ALGS
ALIGOS THERAPEUTICS INC
-$1.0M
0
-100%
清仓
TPST
TEMPEST THERAPEUTICS INC
-$944.9K
0
-100%
清仓
—
APPLIED THERAPEUTICS INC
-$755.4K
0
-100%
减持
NFLX
NETFLIX INC
-$638.7K
683
-37%
增持
—
SUTRO BIOPHARMA INC
+$627.7K
2,828,717
+10%
减持
BOLT
BOLT BIOTHERAPEUTICS INC
-$607.1K
66,879
-60%
建仓
PASG
PASSAGE BIO INC
+$602.3K
75,000
清仓
—
PASSAGE BIO INC
-$600.5K
0
-100%
减持
BLCO
BAUSCH PLUS LOMB CORP
-$457.4K
444,467
-19%
减持
HRL
HORMEL FOODS CORP
-$449.5K
16,181
-42%
减持
GEV
GE VERNOVA INC
-$433.8K
1,378
-43%
减持
PAYX
PAYCHEX INC
-$430.7K
3,542
-41%
减持
WHR
WHIRLPOOL CORP
-$425.3K
4,335
-43%
减持
FLNA
CASSAVA SCIENCES INC COMMON STOCK
-$413.5K
7,073
-97%
减持
GE
GE AEROSPACE
-$382.7K
2,994
-40%
减持
AMZN
AMAZON COM INC
-$379.4K
2,583
-40%
减持
ULTA
ULTA BEAUTY INC
-$370.9K
1,384
-43%
减持
AXP
AMERICAN EXPRESS CO
-$369.1K
1,931
-39%
减持
TMUS
T-MOBILE US INC
-$357.6K
2,285
-40%
建仓
—
GH RESEARCH PLC
+$343.6K
24,030
减持
MCD
MCDONALDS CORP
-$334.9K
1,710
-42%
减持
ALL
ALLSTATE CORP
-$323.8K
2,700
-40%
减持
SHW
SHERWIN WILLIAMS CO
-$320.3K
1,398
-40%
减持
F
FORD MTR CO
-$299.0K
43,381
-42%
减持
CVX
CHEVRON CORP NEW
-$280.8K
3,023
-42%
减持
FDX
FEDEX CORP
-$258.1K
1,693
-41%
减持
—
SEALED AIR CORP NEW
-$252.6K
14,274
-42%
建仓
LONA
ATHIRA PHARMA INC
+$248.4K
59,998
减持
CLX
CLOROX CO DEL
-$242.6K
3,052
-41%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$239.3K
23,563
-41%
减持
MGX
METAGENOMI INC
-$229.6K
28,008
-86%
减持
UAL
UNITED AIRLS HLDGS INC
-$193.9K
6,296
-37%
清仓
—
ATHIRA PHARMA INC
-$181.2K
0
-100%
清仓
MCRB
SERES THERAPEUTICS INC
-$154.7K
0
-100%
减持
OKUR
ONKURE THERAPEUTICS INC
-$84.4K
116,395
-31%
增持
HRTX
HERON THERAPEUTICS INC
-$73.4K
3,450,000
+62%
清仓
ACTU
ACTUATE THERAPEUTICS INC
-$32.0K
0
-100%
建仓
PACB
PACIFIC BIOSCIENCES CALIF IN
+$32.0K
25,000
清仓
GALT
GALECTIN THERAPEUTICS INC
-$27.2K
0
-100%