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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 23 项建仓 8增持 10减持 2清仓 3

方向

标的

Δ市值

现股数(环比)

减持

— Soleno Therapeutics Inc

-$177.6M

2,278,203 -42%

增持

COGT Cogent Biosciences Inc

+$32.0M

2,789,137 +148%

建仓

ABVX Abivax SA - ADR

+$30.5M

359,305

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。

DRUG Bright Minds Biosciences Inc

建仓

SABS SAB Biotherapeutics Inc

+$23.0M

11,420,000

增持

DYN Dyne Therapeutics Inc

+$22.5M

2,614,960 +135%

增持

TRVI Trevi Therapeutics Inc

+$22.1M

5,094,668 +14%

增持

CMPX Compass Therapeutics Inc

+$17.7M

9,545,466 +58%

增持

VSTM Verastem Inc

+$17.0M

2,644,985 +72%

建仓

DNTH Dianthus Therapeutics Inc

+$13.9M

353,998

建仓

LBRX LB Pharmaceuticals Inc

+$12.6M

800,000

建仓

CAMP CAMP4 Therapeutics Inc

+$11.8M

3,921,568

增持

ERAS Erasca Inc

+$11.6M

9,273,428 +37%

建仓

PEPG Pepgen Inc

+$10.7M

2,325,000

清仓

CMPS Compass Pathway PLC

-$9.4M

0 -100%

清仓

IOBTQ IO Biotech Inc

-$8.6M

0 -100%

清仓

CELC Celcuity Inc

-$8.2M

0 -100%

建仓

EPRX Eupraxia Pharmaceuticals Inc

+$8.0M

1,350,000

建仓

MNPR Monopar Therapeutics Inc

+$7.4M

90,500

减持

CTMX Cytomx Therapeutics Inc

-$3.9M

2,884,615 -50%

增持

PRAX Praxis Precision Medicines

+$3.5M

198,895 +19%

增持

TNGX Tango Therapeutics Inc

+$3.5M

776,699 +29%

增持

UNCY Unicycive Therapeutics

+$2.4M

1,789,916 +57%