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RA CAPITAL MANAGEMENT, L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
RA CAPITAL MANAGEMENT, L.P.
报告期 2026-03-31 · CIK 0001346824
持仓数
85
前50大市值合计
$8.94B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4
23Q2
23Q1
22Q4
24Q2 调仓
2023-12-31 → 2024-06-30 · 共 75 项
建仓 30
增持 26
减持 5
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
IMMUNOGEN INC
-$704.2M
0
-100%
建仓
DYN
DYNE THERAPEUTICS INC
+$213.5M
6,049,204
增持
—
AVIDITY BIOSCIENCES INC
+$198.4M
5,400,408
+120%
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
CLYM
ELIEM THERAPEUTICS INC
+$187.9M
31,419,267
+139%
清仓
—
INHIBRX INC
-$179.5M
0
-100%
增持
—
AEROVATE THERAPEUTICS INC
-$171.8M
9,192,092
+11%
清仓
—
CYMABAY THERAPEUTICS INC
-$163.9M
0
-100%
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$160.5M
8,909,091
增持
PCVX
VAXCYTE INC
+$123.9M
8,203,754
+4%
建仓
RXRX
RECURSION PHARMACEUTICALS-A
+$115.4M
15,384,615
增持
PEPG
PEPGEN INC
+$115.3M
10,689,545
+31%
增持
—
ASCENDIS PHARMA A/S - ADR
+$105.6M
10,108,400
+0%
清仓
—
ICOSAVAX INC
-$94.0M
0
-100%
清仓
—
ALPINE IMMUNE SCIENCES INC
-$93.6M
0
-100%
增持
BIIB
BIOGEN INC
+$89.8M
982,139
+84%
建仓
—
LONGBOARD PHARMACEUTICALS IN
+$88.9M
3,289,119
建仓
—
ARCELLX INC
+$88.5M
1,604,014
增持
RXST
RXSIGHT INC
+$85.1M
3,694,825
+9%
增持
EVH
EVOLENT HEALTH INC - A
+$78.6M
8,514,862
+234%
建仓
LENZ
LENZ THERAPEUTICS INC
+$72.3M
4,178,823
增持
—
NEWAMSTERDAM PHARMA CO NV
+$67.1M
8,064,000
+3%
增持
TYRA
TYRA BIOSCIENCES INC
+$66.3M
10,416,609
+44%
清仓
CTKB
CYTEK BIOSCIENCES INC
-$62.1M
0
-100%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$60.4M
2,333,000
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$54.6M
1,896,772
+290%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$51.1M
1,235,599
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$47.3M
0
-100%
建仓
—
ASTRIA THERAPEUTICS INC
+$45.9M
5,043,756
增持
—
GH RESEARCH PLC
+$44.6M
6,601,689
+18%
增持
LEGN
LEGEND BIOTECH CORP-ADR
-$44.5M
7,506,934
+20%
建仓
CGON
CG ONCOLOGY INC
+$44.1M
1,397,433
建仓
LRMR
LARIMAR THERAPEUTICS INC
+$43.8M
6,045,351
增持
SPRY
ARS PHARMACEUTICALS INC
+$40.6M
10,860,977
+15%
建仓
—
TOURMALINE BIO INC
+$32.7M
2,538,925
增持
BCYC
BICYCLE THERAPEUTICS PLC-ADR
+$31.1M
2,253,000
+182%
减持
MGNX
MACROGENICS INC
-$30.1M
2,082,021
-49%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$29.4M
4,850,984
+53%
增持
ACRV
ACRIVON THERAPEUTICS INC
+$24.7M
8,340,508
+73%
增持
FDMT
4D MOLECULAR THERAPEUTICS IN
+$22.7M
5,098,211
+22%
建仓
ANRO
ALTO NEUROSCIENCE INC
+$22.3M
2,085,554
减持
APGE
APOGEE THERAPEUTICS INC
+$21.9M
1,961,863
-1%
建仓
—
IMMATICS NV
+$20.3M
1,750,000
建仓
SERA
SERA PROGNOSTICS INC-A
+$18.0M
3,032,808
清仓
—
HARPOON THERAPEUTICS INC
-$17.1M
0
-100%
增持
—
VERONA PHARMA PLC - ADR
-$15.2M
7,632,646
+21%
建仓
CRVO
CERVOMED INC
+$14.0M
817,120
增持
—
89BIO INC
-$14.0M
14,175,398
+24%
建仓
NRIX
NURIX THERAPEUTICS INC
+$13.6M
650,000
建仓
INSM
INSMED INC
+$13.4M
200,000
增持
NKTX
NKARTA INC
+$12.3M
10,805,129
+38%
建仓
—
CYBIN INC
+$11.9M
44,004,464
清仓
—
CUREVAC NV
-$11.6M
0
-100%
建仓
—
ZURA BIO LTD
+$11.3M
3,217,503
清仓
CMPS
COMPASS PATHWAYS PLC
-$11.3M
0
-100%
建仓
—
REGULUS THERAPEUTICS INC
+$11.2M
6,250,000
建仓
LXEO
LEXEO THERAPEUTICS INC
+$10.8M
672,712
清仓
BDTX
BLACK DIAMOND THERAPEUTICS I
-$9.9M
0
-100%
建仓
—
ADICET BIO INC
+$9.1M
7,541,000
建仓
NUVL
NUVALENT INC-A
+$9.1M
119,789
建仓
BOLD
BOUNDLESS BIO INC
+$8.4M
2,180,631
减持
TSHA
TAYSHA GENE THERAPIES INC
-$8.3M
10,872,503
-41%
清仓
—
IGM BIOSCIENCES INC
-$7.8M
0
-100%
建仓
—
PERCEPTIVE CAPITAL SOLUTIONS
+$7.5M
750,000
建仓
MGX
METAGENOMI INC
+$6.0M
1,477,749
增持
TNYA
TENAYA THERAPEUTICS INC
+$5.8M
7,622,347
+38%
增持
—
DAY ONE BIOPHARMACEUTICALS I
-$5.6M
7,871,721
+1%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$4.8M
6,084,412
+14%
建仓
TARA
PROTARA THERAPEUTIC INC
+$4.0M
1,900,000
减持
—
ITEOS THERAPEUTICS INC
+$3.8M
3,517,259
-20%
清仓
—
CONNECT BIOPHARMA HOLDINGS L
-$3.6M
0
-100%
增持
SLDB
SOLID BIOSCIENCES INC
+$3.5M
4,330,446
+26%
建仓
SRZN
SURROZEN INC
+$3.1M
282,580
减持
—
UNICYCIVE THERAPEUTICS INC
-$1.7M
2,632,200
-24%
清仓
SABS
SAB BIOTHERAPEUTICS INC
-$1.6M
0
-100%
建仓
—
SCILEX HOLDING CO
+$504.1K
261,179