M28 Capital Management LP

报告期 2026-03-31 · CIK 0001807489

持仓数

前50大市值合计

$53.8M

报告期

2026-03-31

当前持仓调仓

前 9 大持仓

标的

类型

市值

股数

占比*

— WAVE LIFE SCIENCES LTD

SHS

$33.3M

4,588,284

61.8%

IVVD INVIVYD INC

COM

$12.0M

9,248,250

22.3%

TGTX TG THERAPEUTICS INC

COM

$2.9M

88,354

5.5%

ARWR ARROWHEAD PHARMACEUTICALS IN

COM

$2.3M

36,851

4.3%

— PROQR THRAPEUTICS N V

SHS EURO

$971.7K

599,793

1.8%

GUTS FRACTYL HEALTH INC

COM

$849.7K

1,856,117

1.6%

RCKT ROCKET PHARMACEUTICALS INC

COM

$754.9K

210,871

1.4%

SLN SILENCE THERAPEUTICS PLC

ADS

$533.3K

101,203

1.0%

— CURIS INC

COM

$155.9K

284,889

0.3%

* 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

97%前 6 大占比

WAVE LIFE SCIENCES LTD61.8%IVVD22.3%TGTX5.5%ARWR4.3%PROQR THRAPEUTICS N V1.8%GUTS1.6%