Patient Square Capital LP

报告期 2026-03-31 · CIK 0001819257

持仓数

前50大市值合计

$563.6M

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 22Q4

24Q4 调仓2024-09-30 → 2024-12-31 · 共 20 项建仓 9增持 9减持 2

方向

标的

Δ市值

现股数(环比)

减持

LQDA LIQUIDIA CORPORATION

-$49.9M

1,860,371 -74%

增持

INSM INSMED INC

+$8.7M

307,167 +79%

增持

— ROIVANT SCIENCES LTD

+$6.5M

12,480,000 +2%

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。

— INTRA-CELLULAR THERAPIES INC.

建仓

GERN GERON CORPORATION

+$4.7M

1,321,268

建仓

AGIO AGIOS PHARMACEUTICALS, INC.

+$4.0M

121,732

建仓

IRON DISC MEDICINE, INC.

+$3.6M

56,400

建仓

— SPRINGWORKS THERAPEUTICS, INC.

+$3.4M

93,137

建仓

ALLO ALLOGENE THERAPEUTICS, INC.

+$3.2M

1,489,909

增持

CGEM CULLINAN THERAPEUTICS INC

-$3.1M

878,897 +7%

增持

ELVN ENLIVEN THERAPEUTICS INC

+$2.7M

224,038 +147%

建仓

MIRM MIRUM PHARMACEUTICALS, INC.

+$2.7M

64,900

增持

OCUL OCULAR THERAPEUTIX, INC.

+$2.0M

470,919 +100%

建仓

ARVN ARVINAS, INC.

+$1.7M

86,627

建仓

SRRK SCHOLAR ROCK HOLDING CORPORATION

+$1.4M

32,000

增持

NRIX NURIX THERAPEUTICS, INC.

+$1.1M

446,296 +37%

减持

— PHARVARIS N V

-$508.4K

207,603 -14%

增持

— ASTRIA THERAPEUTICS INC

+$505.2K

105,057 +166%

增持

EYPT EYEPOINT PHARMACEUTICALS

-$375.2K

1,410,331 +4%

增持

NTLA INTELLIA THERAPEUTICS, INC.

-$123.8K

215,981 +68%