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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 11
减持 35
清仓 96
方向
标的
Δ市值
现股数(环比)
建仓
—
AVIDITY BIOSCIENCES INC
+$64.9M
900,000
清仓
—
MERUS N V
-$56.5M
0
-100%
建仓
CAPR
CAPRICOR THERAPEUTICS INC
+$49.1M
1,700,000
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。
减持
TARS
TARSUS PHARMACEUTICALS INC
-$48.6M
1,188,624
-52%
减持
CELC
CELCUITY INC
+$47.9M
1,050,000
-9%
清仓
RLAY
RELAY THERAPEUTICS INC
-$42.1M
0
-100%
清仓
VERA
VERA THERAPEUTICS INC CL A
-$39.2M
0
-100%
清仓
NKE
NIKE INC
-$36.2M
0
-100%
清仓
IONS
IONIS PHARMACEUTICALS INC
-$36.0M
0
-100%
清仓
CTMX
CYTOMX THERAPEUTICS INC
-$35.3M
0
-100%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$32.0M
0
-100%
减持
CMPX
COMPASS THERAPEUTICS INC
+$31.3M
16,790,809
-0%
减持
LENZ
LENZ THERAPEUTICS INC
-$28.0M
865,169
-4%
清仓
LEGN
LEGEND BIOTECH CORP
-$27.1M
0
-100%
清仓
LQDA
LIQUIDIA CORPORATION
-$26.0M
0
-100%
减持
EOLS
EVOLUS INC
-$25.4M
1,245,692
-77%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$25.0M
0
-100%
减持
ACAD
ACADIA PHARMACEUTICALS INC
-$24.0M
300,000
-80%
减持
ANAB
ANAPTYSBIO INC
+$23.7M
1,332,087
-0%
清仓
KROS
KEROS THERAPEUTICS INC
-$22.4M
0
-100%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$21.1M
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$20.5M
30,000
减持
NUVB
NUVATION BIO INC
+$19.0M
3,857,457
-8%
减持
INSM
INSMED INC
-$18.4M
60,000
-70%
增持
BNTX
BIONTECH SE
+$18.1M
470,000
+74%
减持
ZYME
ZYMEWORKS INC
-$17.9M
34,631
-97%
减持
PGEN
PRECIGEN INC
-$17.3M
5,617,500
-55%
清仓
JANX
JANUX THERAPEUTICS INC
-$17.1M
0
-100%
减持
—
VENTYX BIOSCIENCES INC
+$15.8M
2,814,000
-9%
减持
LKFT
GALAPAGOS NV
-$15.6M
3,921,219
-6%
清仓
ADMA
ADMA BIOLOGICS INC
-$15.4M
0
-100%
清仓
REPL
REPLIMUNE GROUP INC
-$14.2M
0
-100%
清仓
DSGN
DESIGN THERAPEUTICS INC
-$13.4M
0
-100%
清仓
ABCL
ABCELLERA BIOLOGICS INC
-$13.1M
0
-100%
清仓
CMPS
COMPASS PATHWAYS PLC
-$12.6M
0
-100%
增持
MRNA
MODERNA INC
+$12.5M
692,820
+127%
清仓
BABA
ALIBABA GROUP HOLDING LTD ADR
-$12.5M
0
-100%
减持
—
KALVISTA PHARMACEUTICALS INC
+$12.5M
4,573,530
-9%
减持
NKTX
NKARTA INC
-$11.9M
1,480,823
-79%
减持
—
UROGEN PHARMA LTD
-$11.8M
350,000
-65%
清仓
VNDA
VANDA PHARMACEUTICALS INC
-$11.7M
0
-100%
清仓
—
ASTRAZENECA PLC
-$11.5M
0
-100%
清仓
SMMT
SUMMIT THERAPEUTICS INC
-$11.4M
0
-100%
减持
—
DYNAVAX TECHNOLOGIES CORP
-$10.8M
556,359
-71%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$10.8M
200,000
清仓
HELP
CYBIN INC
-$10.8M
0
-100%
清仓
WGS
GENEDX HOLDINGS CORP
-$10.8M
0
-100%
清仓
IDXX
IDEXX LABS INC
-$10.2M
0
-100%
建仓
—
WAVE LIFE SCIENCES LTD
+$10.2M
600,000
清仓
BIOA
BIOAGE LABS INC
-$9.4M
0
-100%
增持
ANIP
ANI PHARMACEUTICALS INC
+$8.9M
481,437
+52%
清仓
BHC
BAUSCH HEALTH COS INC
-$8.4M
0
-100%
减持
SYRE
SPYRE THERAPEUTICS INC
+$8.4M
1,892,200
-41%
清仓
APGE
APOGEE THERAPEUTICS INC
-$7.9M
0
-100%
清仓
BDTX
BLACK DIAMOND THERAPEUTICS I
-$7.8M
0
-100%
清仓
LLY
ELI LILLY & CO
-$7.6M
0
-100%
清仓
MLYS
MINERALYS THERAPEUTICS INC
-$7.6M
0
-100%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$7.5M
2,628,538
+14%
清仓
—
MIND MEDICINE MINDMED INC
-$7.1M
0
-100%
清仓
EWTX
EDGEWISE THERAPEUTICS INC
-$7.0M
0
-100%
清仓
BLCO
BAUSCH PLUS LOMB CORP
-$6.7M
0
-100%
清仓
—
ADICET BIO INC
-$6.7M
0
-100%
清仓
CGEM
CULLINAN THERAPEUTICS INC
-$6.6M
0
-100%
清仓
—
CRISPR THERAPEUTICS AG
-$6.5M
0
-100%
清仓
BEAM
BEAM THERAPEUTICS INC
-$6.2M
0
-100%
清仓
GMAB
GENMAB A/S
-$6.1M
0
-100%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$5.6M
1,792,626
-37%
清仓
PYXS
PYXIS ONCOLOGY INC
-$5.5M
0
-100%
清仓
CYTK
CYTOKINETICS INC
-$5.5M
0
-100%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$5.5M
156,764
减持
VKTX
VIKING THERAPEUTICS INC
-$5.3M
500,000
-43%
建仓
ABEO
ABEONA THERAPEUTICS INC
+$5.3M
1,000,000
减持
ARVN
ARVINAS INC
-$5.1M
569,698
-59%
清仓
—
CENTESSA PHARMACEUTICALS PLC
-$4.8M
0
-100%
清仓
SNY
SANOFI
-$4.7M
0
-100%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$4.7M
450,000
+13%
清仓
ALMS
ALUMIS INC
-$4.7M
0
-100%
减持
CHRS
COHERUS ONCOLOGY INC
-$4.5M
2,724,509
-47%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$4.0M
349,220
-42%
增持
HRTX
HERON THERAPEUTICS INC
+$3.8M
6,250,000
+81%
减持
META
META PLATFORMS INC
-$3.7M
23,331
-10%
清仓
TGTX
TG THERAPEUTICS INC
-$3.6M
0
-100%
清仓
DTIL
PRECISION BIOSCIENCES INC
-$3.6M
0
-100%
清仓
CGON
CG ONCOLOGY INC
-$3.5M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
-$3.4M
15,640
-84%
清仓
—
SOLENO THERAPEUTICS INC
-$3.4M
0
-100%
减持
AVIR
ATEA PHARMACEUTICALS INC
+$3.2M
4,814,700
-0%
清仓
FENC
FENNEC PHARMACEUTICALS INC
-$3.1M
0
-100%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$3.1M
290,292
+3%
清仓
SNDX
SYNDAX PHARMACEUTICALS INC
-$3.1M
0
-100%
清仓
TSHA
TAYSHA GENE THERAPIES INC
-$2.9M
0
-100%
清仓
SEER
SEER INC
-$2.9M
0
-100%
清仓
TECX
TECTONIC THERAPEUTIC INC
-$2.8M
0
-100%
减持
—
KINIKSA PHARMACEUTICALS INTL
+$2.8M
2,259,889
-3%
增持
—
THERAVANCE BIOPHARMA INC
+$2.7M
351,252
+33%
清仓
LNTH
LANTHEUS HLDGS INC
-$2.6M
0
-100%
减持
GSK
GSK PLC
-$2.6M
300,000
-25%
清仓
—
SUTRO BIOPHARMA INC
-$2.5M
0
-100%
清仓
VOR
VOR BIOPHARMA INC
-$2.4M
0
-100%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$2.4M
100,000
-88%
清仓
KLRS
KALARIS THERAPEUTICS, INC
-$2.4M
0
-100%
清仓
MTD
METTLER-TOLEDO INTERNATIONAL
-$2.4M
0
-100%
清仓
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$2.3M
0
-100%
增持
—
CRESCENT BIOPHARMA INC.
+$2.3M
872,398
+28%
清仓
INTC
INTEL CORP
-$2.2M
0
-100%
减持
NUVL
NUVALENT INC
-$2.1M
21,880
-56%
清仓
GOSS
GOSSAMER BIO INC
-$2.1M
0
-100%
清仓
OPRX
OPTIMIZERX CORP
-$2.0M
0
-100%
清仓
CLYM
CLIMB BIO INC
-$2.0M
0
-100%
清仓
CCCC
C4 THERAPEUTICS INC
-$2.0M
0
-100%
清仓
JPM
JPMORGAN CHASE & CO.
-$2.0M
0
-100%
减持
PCVX
VAXCYTE INC
+$1.9M
275,000
-8%
清仓
MSFT
MICROSOFT CORP
-$1.8M
0
-100%
清仓
WMT
WALMART INC
-$1.8M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$1.8M
0
-100%
清仓
V
VISA INC
-$1.7M
0
-100%
清仓
DIS
DISNEY WALT CO
-$1.7M
0
-100%
清仓
KOD
KODIAK SCIENCES INC
-$1.6M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
0
-100%
清仓
CGTX
COGNITION THERAPEUTICS INC
-$1.6M
0
-100%
建仓
STRO
SUTRO BIOPHARMA INC
+$1.6M
139,617
清仓
CRBP
CORBUS PHARMACEUTICALS HLDGS
-$1.6M
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$1.6M
0
-100%
清仓
ENTA
ENANTA PHARMACEUTICALS INC
-$1.5M
0
-100%
清仓
KO
COCA COLA CO
-$1.5M
0
-100%
清仓
HD
HOME DEPOT INC
-$1.5M
0
-100%
清仓
CDNA
CAREDX INC
-$1.5M
0
-100%
清仓
—
EXXON MOBIL CORP
-$1.4M
0
-100%
增持
PLRX
PLIANT THERAPEUTICS INC
-$1.4M
6,143,132
+2%
清仓
PG
PROCTER AND GAMBLE CO
-$1.4M
0
-100%
减持
—
KEZAR LIFE SCIENCES INC
+$1.4M
664,314
-8%
清仓
TXN
TEXAS INSTRS INC
-$1.4M
0
-100%
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$1.4M
0
-100%
清仓
PFE
PFIZER INC
-$1.4M
0
-100%
增持
VSTM
VERASTEM INC
+$1.3M
1,069,810
+35%
清仓
VTRS
VIATRIS INC
-$1.3M
0
-100%
减持
FATE
FATE THERAPEUTICS INC
-$1.2M
1,167,773
-37%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$1.2M
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$1.2M
0
-100%
清仓
PBYI
PUMA BIOTECHNOLOGY INC
-$1.1M
0
-100%
减持
TCRX
TSCAN THERAPEUTICS INC
-$1.0M
46,131
-92%
清仓
AAT
AMERICAN ASSETS TR INC
-$1.0M
0
-100%
清仓
—
BIOATLA INC
-$945.2K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$939.5K
0
-100%
清仓
GE
GE AEROSPACE
-$900.8K
0
-100%
清仓
KURA
KURA ONCOLOGY INC
-$885.0K
0
-100%
清仓
GEV
GE VERNOVA INC
-$847.4K
0
-100%
清仓
FTRE
FORTREA HLDGS INC
-$842.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$819.3K
0
-100%
减持
NMRA
NEUMORA THERAPEUTICS INC.
-$816.6K
967,235
-31%