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ADAR1 Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ADAR1 Capital Management, LLC
报告期 2026-03-31 · CIK 0001940272
持仓数
310
前50大市值合计
$1.27B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 41
增持 53
减持 31
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$63.2M
1,850
-100%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$32.8M
1,603,932
+104%
增持
INSM
INSMED INC
+$26.3M
393,017
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。
+23019%
增持
CYTK
CYTOKINETICS INC
+$23.7M
853,962
+165%
减持
SPY
SPDR S&P 500 ETF TR
-$22.8M
8,000
-85%
增持
BBIO
BRIDGEBIO PHARMA INC
+$15.1M
1,269,470
+130%
增持
—
ROIVANT SCIENCES LTD
+$14.4M
4,150,009
+49%
清仓
—
MERRIMACK PHARMACEUTICALS IN
-$13.3M
0
-100%
增持
IMVT
IMMUNOVANT INC
+$10.6M
476,543
+684%
增持
MRK
MERCK & CO INC
+$9.3M
75,750
+25150%
增持
—
ROYALTY PHARMA PLC
+$9.2M
1,181,332
+64%
建仓
RZLT
REZOLUTE INC
+$8.9M
2,063,962
建仓
—
PERCEPTIVE CAP SOLUTIONS COR
+$7.5M
750,000
建仓
TECX
TECTONIC THERAPEUTIC INC
+$5.9M
356,878
增持
SLDB
SOLID BIOSCIENCES INC
+$5.3M
1,420,422
+599%
清仓
—
AVROBIO INC
-$5.1M
0
-100%
增持
ABUS
ARBUTUS BIOPHARMA CORP
+$4.8M
3,289,260
+59%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$4.6M
436,608
+141%
增持
BOXX
EA SERIES TRUST
+$4.0M
351,482
+10%
增持
—
UNIQURE NV
+$4.0M
1,222,676
+318%
增持
ANAB
ANAPTYSBIO INC
+$3.9M
157,299
+5143%
清仓
—
FUSION PHARMACEUTICALS INC
-$3.8M
0
-100%
减持
—
ENDEAVOR GROUP HLDGS INC
-$3.7M
10,615
-93%
增持
VKTX
VIKING THERAPEUTICS INC
+$3.7M
91,227
+533%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$3.5M
4,450
-86%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$3.4M
74,850
减持
ONC
BEIGENE LTD
-$3.3M
11,100
-65%
减持
QQQ
INVESCO QQQ TR
-$3.0M
3,000
-70%
增持
—
CEREVEL THERAPEUTICS HLDNG I
+$2.7M
143,550
+93%
增持
SVRA
SAVARA INC
+$2.7M
679,598
+12036%
增持
KROS
KEROS THERAPEUTICS INC
+$2.7M
548,916
+62%
清仓
REGN
REGENERON PHARMACEUTICALS
-$2.2M
0
-100%
建仓
—
KALA BIO INC
+$2.2M
306,067
建仓
—
KINIKSA PHARMACEUTICALS INTL
+$2.1M
114,309
增持
—
ACASTI PHARMA INC
+$2.1M
959,571
+341%
增持
ABSI
ABSCI CORPORATION
+$1.9M
1,698,529
+189%
减持
LGND
LIGAND PHARMACEUTICALS INC
-$1.9M
890
-97%
减持
PFE
PFIZER INC
-$1.8M
39,950
-62%
减持
—
APPLIED THERAPEUTICS INC
-$1.8M
320,727
-34%
清仓
SDGR
SCHRODINGER INC
-$1.7M
0
-100%
建仓
BEAM
BEAM THERAPEUTICS INC
+$1.7M
72,800
建仓
—
SOLENO THERAPEUTICS INC
+$1.6M
39,929
建仓
—
MERUS N V
+$1.6M
26,850
减持
CTVA
CORTEVA INC
-$1.5M
11,400
-70%
建仓
AURA
AURA BIOSCIENCES INC
+$1.5M
203,237
清仓
LLY
ELI LILLY & CO
-$1.5M
0
-100%
增持
—
BEYOND AIR INC
-$1.4M
1,225,270
+2%
减持
GH
GUARDANT HEALTH INC
-$1.4M
34,000
-71%
减持
ACHV
ACHIEVE LIFE SCIENCES INC
-$1.4M
542,233
-38%
清仓
—
NGM BIOPHARMACEUTICALS INC
-$1.3M
0
-100%
增持
APGE
APOGEE THERAPEUTICS INC
+$1.2M
40,875
+581%
增持
—
ASTRIA THERAPEUTICS INC
+$1.2M
138,158
+2870%
清仓
—
KINIKSA PHARMACEUTICALS LTD
-$1.2M
0
-100%
减持
SYRE
SPYRE THERAPEUTICS INC
-$1.1M
35,180
-29%
增持
CNTX
CONTEXT THERAPEUTICS INC
+$1.0M
645,161
+213%
减持
IBIO
IBIO INC
-$989.7K
570,000
-5%
建仓
TH
TARGET HOSPITALITY CORP
+$989.7K
113,626
建仓
VIR
VIR BIOTECHNOLOGY INC
+$979.0K
110,000
建仓
CGEM
CULLINAN THERAPEUTICS INC
+$928.9K
53,261
建仓
—
ITEOS THERAPEUTICS INC
+$890.4K
60,000
增持
KYMR
KYMERA THERAPEUTICS INC
+$868.0K
50,626
+216%
清仓
—
GLOBAL STAR ACQUISITION INC
-$856.8K
0
-100%
增持
—
CELLECTAR BIOSCIENCES INC
-$852.1K
682,094
+6%
增持
DNLI
DENALI THERAPEUTICS INC
+$841.3K
38,000
+1800%
建仓
—
AVANGRID INC
+$817.2K
23,000
清仓
—
PERSPECTIVE THERAPEUTICS INC
-$805.3K
0
-100%
增持
FULC
FULCRUM THERAPEUTICS INC
-$800.1K
388,369
+14%
增持
PCVX
VAXCYTE INC
+$788.4K
12,250
+513%
清仓
—
KIORA PHARMACEUTICALS INC
-$776.6K
0
-100%
建仓
KPRX
KIORA PHARMACEUTICALS INC
+$724.9K
172,596
减持
—
APELLIS PHARMACEUTICALS INC
-$714.7K
20,750
-19%
减持
VYGR
VOYAGER THERAPEUTICS INC
-$704.8K
18,634
-80%
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$697.8K
69,985
建仓
CLYM
ELIEM THERAPEUTICS INC
+$694.6K
97,695
清仓
—
MORPHIC HLDG INC
-$693.5K
0
-100%
建仓
VXRT
VAXART INC
+$631.0K
945,568
减持
DCTH
DELCATH SYS INC
+$615.7K
198,347
-9%
建仓
IWM
ISHARES TR
+$608.7K
3,000
建仓
MRNA
MODERNA INC
+$593.8K
5,000
增持
ALEC
ALECTOR INC
+$570.7K
195,311
+272%
增持
—
AKERO THERAPEUTICS INC
+$552.7K
25,507
+1312%
增持
—
INDIVIOR PLC
+$537.3K
70,007
+154%
建仓
ARDX
ARDELYX INC
+$518.7K
70,000
增持
—
ALKERMES PLC
+$498.3K
196,577
+26%
建仓
—
DAY ONE BIOPHARMACEUTICALS I
+$483.7K
35,100
建仓
ABEO
ABEONA THERAPEUTICS INC
+$479.6K
113,125
清仓
VTGN
VISTAGEN THERAPEUTICS INC
-$474.9K
0
-100%
减持
TYRA
TYRA BIOSCIENCES INC
-$459.3K
300
-99%
减持
NRIX
NURIX THERAPEUTICS INC
-$450.4K
3,500
-90%
建仓
—
POLYPID LTD
+$447.0K
103,950
增持
—
KEZAR LIFE SCIENCES INC
+$438.6K
1,086,498
+359%
增持
TSHA
TAYSHA GENE THERAPIES INC
+$436.9K
250,800
+477%
建仓
RNXT
RENOVORX INC
+$401.4K
355,240
减持
SPRO
SPERO THERAPEUTICS INC
-$399.7K
918,929
-1%
建仓
TRIP
TRIPADVISOR INC
+$391.8K
22,000
建仓
—
MOVANO INC
+$386.9K
1,407,000
减持
QTTB
Q32 BIO INC
-$386.9K
156,504
-17%
减持
EQ
EQUILLIUM INC
-$378.6K
149,575
-28%
增持
GERN
GERON CORP
+$377.3K
90,000
+6850%
减持
GOSS
GOSSAMER BIO INC
-$366.6K
552,628
-25%
增持
CTMX
CYTOMX THERAPEUTICS INC
+$360.1K
572,170
+269%
清仓
BCYC
BICYCLE THERAPEUTICS PLC
-$359.3K
0
-100%
增持
—
ASCENDIS PHARMA A/S
-$353.2K
51,263
+6%
增持
—
GLYCOMIMETICS INC
-$341.3K
270,000
+94%
建仓
GRAL
GRAIL INC
+$328.9K
21,401
建仓
—
ARCA BIOPHARMA INC
+$324.3K
84,676
清仓
—
SCREAMING EAGLE ACQUISITN CO
-$321.0K
0
-100%
增持
CGON
CG ONCOLOGY INC
+$315.7K
12,850
+527%
清仓
GOOGL
ALPHABET INC
-$301.9K
0
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$300.4K
890
-41%
清仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$278.8K
0
-100%
建仓
MKSI
MKS INSTRS INC
+$261.2K
2,000
建仓
KRRO
KORRO BIO INC
+$244.2K
7,210
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$241.8K
103,121
+1%
清仓
—
VERU INC
-$235.3K
0
-100%
减持
ATNM
ACTINIUM PHARMACEUTICALS INC
-$227.0K
75,133
-25%
增持
OABI
OMNIAB INC
+$225.1K
712,560
+58%
建仓
OCUL
OCULAR THERAPEUTIX INC
+$225.0K
32,900
增持
ARVN
ARVINAS INC
-$219.0K
32,400
+24%
建仓
OLMA
OLEMA PHARMACEUTICALS INC
+$217.2K
20,076
建仓
VERV
VERVE THERAPEUTICS INC
+$214.7K
44,000
建仓
MREO
MEREO BIOPHARMA GROUP PLC
+$199.4K
55,400
增持
—
WAVE LIFE SCIENCES LTD
+$197.4K
76,651
+156%
减持
JANX
JANUX THERAPEUTICS INC
-$196.5K
7,891
-44%
减持
TXMD
THERAPEUTICSMD INC
-$188.3K
270,160
-1%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
-$188.2K
117,306
-19%
增持
—
ELEVATION ONCOLOGY INC
+$185.0K
84,927
+884%
增持
ABT
ABBOTT LABS
+$183.8K
3,300
+136%
建仓
XENE
XENON PHARMACEUTICALS INC
+$183.3K
4,700
建仓
BCRX
BIOCRYST PHARMACEUTICALS INC
+$181.7K
29,400
增持
SNY
SANOFI
+$174.2K
9,100
+65%
清仓
—
IMMATICS N.V
-$170.3K
0
-100%
减持
AIEV
THUNDER PWR HLDGS INC
-$160.6K
1,500
-90%
建仓
—
CHIMERIX INC
+$156.1K
178,229
增持
—
ARYA SCIENCES ACQU CORP IV
+$154.3K
53,527
+31%
清仓
CABA
CABALETTA BIO INC
-$151.8K
0
-100%
增持
RLMD
RELMADA THERAPEUTICS INC
+$149.0K
50,601
+8319%
减持
AQN
ALGONQUIN PWR UTILS CORP
-$145.9K
15,000
-59%
增持
ABVX
ABIVAX SA
+$142.4K
27,000
+80%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$136.2K
5,900
+883%
清仓
MCK
MCKESSON CORP
-$134.2K
0
-100%
增持
—
BOLT BIOTHERAPEUTICS INC
+$132.5K
185,999
+3620%
清仓
AVTX
AVALO THERAPEUTICS INC
-$130.5K
0
-100%
建仓
EGRX
EAGLE PHARMACEUTICALS INC
+$123.2K
22,000
增持
—
ACELYRIN INC
+$121.4K
50,521
+236%
清仓
—
BIOHAVEN LTD
-$120.3K
0
-100%
减持
—
GH RESEARCH PLC
-$112.6K
1,850
-85%
清仓
JD
JD.COM INC
-$109.6K
0
-100%
建仓
PLRX
PLIANT THERAPEUTICS INC
+$107.5K
10,000
清仓
FORL
FOUR LEAF ACQUISITION CORP
-$107.2K
0
-100%