Blue Water Life Science Advisors, LLC

报告期 2026-03-31 · CIK 0001789778

持仓数

前50大市值合计

$124.7M

报告期

2026-03-31

当前持仓调仓

前 10 大持仓

标的

类型

市值

股数

占比*

TXG 10X GENOMICS INC

CL A COM

$23.1M

1,090,000

18.6%

GH GUARDANT HEALTH INC

COM

$22.4M

242,247

17.9%

CDNA CAREDX INC

COM

$16.2M

935,000

13.0%

ADPT ADAPTIVE BIOTECHNOLOGIES COR

COM

$14.0M

1,010,145

11.2%

TWST TWIST BIOSCIENCE CORP

COM

$13.1M

276,000

10.5%

PSNL PERSONALIS INC

COM

$10.7M

1,676,300

8.6%

NTRA NATERA INC

COM

$9.0M

44,794

7.2%

QTRX QUANTERIX CORP

COM

$7.5M

2,142,147

6.0%

TEM TEMPUS AI INC

CL A

$7.1M

156,412

5.7%

BLLN BILLIONTOONE INC

CL A

$1.6M

20,000

1.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

80%前 6 大占比

TXG18.6%GH17.9%CDNA13.0%ADPT11.2%TWST10.5%PSNL8.6%