Vivo Capital, LLC

报告期 2026-03-31 · CIK 0001674712

持仓数

前50大市值合计

$1.20B

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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 22 项建仓 6增持 3减持 8清仓 5

方向

标的

Δ市值

现股数(环比)

清仓

— Avadel Pharmaceuticals PLC

-$55.8M

0 -100%

建仓

— Avadel Pharmaceuticals PLC

+$35.2M

2,684,109

建仓

ZBIO Zenas Biopharma Inc

+$20.0M

1,183,260

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。

— Soleno Therapeutics Inc

减持

ALXO ALX Oncology Holdings Inc

-$18.1M

4,034,522 -4%

减持

DYN Dyne Therapeutics Inc

-$17.7M

1,114,960 -32%

增持

— Terns Pharmaceuticals Inc

+$15.4M

6,895,746 +12%

清仓

TARS Tarsus Pharmaceuticals Inc

-$15.4M

0 -100%

清仓

ZLAB Zai Lab Ltd

-$9.2M

0 -100%

建仓

CRVS Corvus Pharmaceuticals Holdings

+$7.9M

1,497,268

减持

COGT Cogent Biosciences Inc

-$6.8M

1,122,471 -50%

建仓

TRVI Trevi Therapeutics Inc

+$5.4M

1,612,903

减持

DCTH Delcath Systems, Inc.

-$4.9M

997,005 -40%

增持

ORIC Oric Pharmaceuticals Inc

+$4.1M

1,277,818 +1%

减持

— Astria Therapeutics Inc

-$4.1M

1,552,685 -33%

减持

OLMA Olema Pharmaceuticals Inc

-$2.3M

1,505,862 -20%

清仓

— Aligos Therapeutics Inc

-$1.2M

0 -100%

建仓

ALGS Aligos Therapeutics Inc

+$1.2M

141,879

减持

— Allakos Inc

-$1.1M

2,956,110 -1%

清仓

WHWK Aadi Bioscience Inc

-$744.0K

0 -100%

建仓

TENX Tenax Therapeutics Inc

+$720.8K

208,333

增持

— Unicycive Therapeutics

+$84.5K

4,470,152 +29%