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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 45
增持 40
减持 35
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
INSM
INSMED INC
-$26.1M
3,634
-99%
增持
IMVT
IMMUNOVANT INC
+$20.0M
1,141,907
+140%
增持
—
ASCENDIS PHARMA A/S
+$17.1M
161,402
+215%
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。
建仓
—
ZURA BIO LTD
+$15.3M
3,770,649
增持
ZLAB
ZAI LAB LTD
+$12.5M
532,454
+2320%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
-$11.4M
981,295
-39%
建仓
—
AA MISSION ACQUISITION CORP
+$10.1M
1,010,199
减持
MRK
MERCK & CO INC
-$9.2M
1,140
-98%
减持
—
ROIVANT SCIENCES LTD
-$9.0M
3,025,450
-27%
增持
—
KINIKSA PHARMACEUTICALS INTL
+$8.8M
436,668
+282%
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$8.8M
455,206
增持
MLYS
MINERALYS THERAPEUTICS INC
+$8.5M
729,401
+2776%
减持
EWTX
EDGEWISE THERAPEUTICS INC
-$7.4M
18,178
-96%
建仓
XNCR
XENCOR INC
+$6.9M
342,262
增持
RGNX
REGENXBIO INC
+$6.1M
586,808
+21634%
增持
—
MERUS N V
+$6.1M
153,286
+471%
清仓
—
CEREVEL THERAPEUTICS HLDNG I
-$5.9M
0
-100%
建仓
BIIB
BIOGEN INC
+$5.7M
29,625
增持
ABVX
ABIVAX SA
+$5.7M
521,612
+1832%
清仓
—
UNIQURE NV
-$5.5M
0
-100%
增持
CGON
CG ONCOLOGY INC
+$5.0M
143,104
+1014%
增持
BBIO
BRIDGEBIO PHARMA INC
+$4.7M
1,448,470
+14%
减持
VKTX
VIKING THERAPEUTICS INC
-$4.4M
7,100
-92%
清仓
SPY
SPDR S&P 500 ETF TR
-$4.4M
0
-100%
建仓
XBI
SPDR SER TR
+$4.0M
40,000
增持
NVO
NOVO-NORDISK A S
+$3.5M
30,000
+14900%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$3.3M
118,738
增持
—
ENDEAVOR GROUP HLDGS INC
+$3.2M
122,807
+1057%
增持
—
APPLIED THERAPEUTICS INC
+$3.1M
538,927
+68%
增持
OABI
OMNIAB INC
+$3.0M
1,337,302
+88%
增持
—
ITEOS THERAPEUTICS INC
+$3.0M
376,737
+528%
建仓
GRCE
ACASTI PHARMA INC
+$2.9M
959,571
清仓
—
ACASTI PHARMA INC
-$2.8M
0
-100%
清仓
VUSB
VANGUARD BD INDEX FDS
-$2.7M
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$2.7M
0
-100%
清仓
SHV
ISHARES TR
-$2.7M
0
-100%
减持
BOXX
EA SERIES TRUST
-$2.7M
323,382
-8%
减持
—
ALKERMES PLC
-$2.7M
74,431
-62%
增持
PLRX
PLIANT THERAPEUTICS INC
+$2.7M
246,128
+2361%
增持
CYTK
CYTOKINETICS INC
+$2.6M
926,282
+8%
减持
ACHV
ACHIEVE LIFE SCIENCES INC
-$2.5M
91
-100%
增持
ANAB
ANAPTYSBIO INC
+$2.5M
192,720
+23%
建仓
—
PIERIS PHARMACEUTICALS INC
+$2.4M
144,641
建仓
MCK
MCKESSON CORP
+$2.4M
4,850
减持
USFR
WISDOMTREE TR
-$2.2M
10,000
-81%
减持
FULC
FULCRUM THERAPEUTICS INC
-$2.2M
70,802
-82%
增持
GERN
GERON CORP
+$2.1M
557,159
+519%
减持
ABUS
ARBUTUS BIOPHARMA CORP
-$2.1M
2,089,321
-36%
增持
DNLI
DENALI THERAPEUTICS INC
+$2.1M
101,826
+168%
减持
TECX
TECTONIC THERAPEUTIC INC
-$2.0M
127,159
-64%
建仓
RVMD
REVOLUTION MEDICINES INC
+$2.0M
44,351
清仓
ULST
SSGA ACTIVE ETF TR
-$1.9M
0
-100%
减持
—
CENTESSA PHARMACEUTICALS PLC
-$1.9M
23,302
-91%
增持
APGE
APOGEE THERAPEUTICS INC
+$1.8M
57,183
+40%
建仓
ALDX
ALDEYRA THERAPEUTICS INC
+$1.6M
302,212
建仓
TIL
INSTIL BIO INC
+$1.6M
23,707
建仓
AACT
ARES ACQUISITION CORP II
+$1.5M
138,966
清仓
QQQ
INVESCO QQQ TR
-$1.4M
0
-100%
增持
VIR
VIR BIOTECHNOLOGY INC
+$1.4M
319,185
+190%
增持
KRRO
KORRO BIO INC
+$1.4M
49,451
+586%
减持
ABSI
ABSCI CORPORATION
-$1.4M
1,005,750
-41%
减持
DCTH
DELCATH SYS INC
-$1.4M
31,052
-84%
减持
ONC
BEIGENE LTD
-$1.4M
978
-91%
减持
RZLT
REZOLUTE INC
-$1.3M
1,571,705
-24%
建仓
BNTX
BIONTECH SE
+$1.2M
10,000
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$1.2M
88,425
+18%
减持
—
SOLENO THERAPEUTICS INC
-$1.1M
10,000
-75%
增持
ALEC
ALECTOR INC
+$1.1M
428,802
+120%
建仓
IRON
DISC MEDICINE INC
+$1.1M
22,564
建仓
NUVL
NUVALENT INC
+$1.1M
10,442
建仓
—
AVADEL PHARMACEUTICALS PLC
+$1.1M
80,900
建仓
—
KEZAR LIFE SCIENCES INC
+$1.0M
1,338,273
建仓
BCAX
BICARA THERAPEUTICS INC
+$1.0M
40,440
建仓
LLY
ELI LILLY & CO
+$1.0M
1,150
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$1.0M
30,900
增持
EXAS
EXACT SCIENCES CORP
+$1.0M
15,200
+2433%
减持
BIL
SPDR SER TR
-$982.7K
21,786
-33%
清仓
GH
GUARDANT HEALTH INC
-$981.9K
0
-100%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$980.5K
13,400
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$971.6K
23,457
+389%
减持
KYMR
KYMERA THERAPEUTICS INC
-$950.0K
11,856
-77%
建仓
AGIO
AGIOS PHARMACEUTICALS INC
+$946.4K
21,300
建仓
—
REVANCE THERAPEUTICS INC
+$945.4K
182,166
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$939.9K
24,100
建仓
REGN
REGENERON PHARMACEUTICALS
+$915.6K
871
增持
XENE
XENON PHARMACEUTICALS INC
+$915.3K
27,903
+494%
减持
AURA
AURA BIOSCIENCES INC
-$880.1K
73,663
-64%
清仓
ANGO
ANGIODYNAMICS INC
-$870.4K
0
-100%
建仓
—
AGRICULTURE & NAT SOL ACQ CO
+$831.7K
80,362
减持
KROS
KEROS THERAPEUTICS INC
+$777.1K
445,368
-19%
建仓
PTCT
PTC THERAPEUTICS INC
+$742.0K
20,000
增持
—
AKERO THERAPEUTICS INC
+$707.2K
45,507
+78%
清仓
CATX
PERSPECTIVE THERAPEUTICS INC
-$697.8K
0
-100%
建仓
—
POWERSCHOOL HOLDINGS INC
+$684.3K
30,000
清仓
—
KEZAR LIFE SCIENCES INC
-$651.9K
0
-100%
建仓
—
NABORS ENERGY TRANSITION COR
+$638.5K
59,900
清仓
VXRT
VAXART INC
-$631.0K
0
-100%
减持
BEAM
BEAM THERAPEUTICS INC
-$630.2K
43,900
-40%
清仓
CTVA
CORTEVA INC
-$614.9K
0
-100%
清仓
—
ARYA SCIENCES ACQU CORP IV
-$614.0K
0
-100%
清仓
IWM
ISHARES TR
-$608.7K
0
-100%
减持
—
INDIVIOR PLC
-$601.5K
54,057
-23%
清仓
MRNA
MODERNA INC
-$593.8K
0
-100%
建仓
KURA
KURA ONCOLOGY INC
+$586.2K
30,000
减持
CNTX
CONTEXT THERAPEUTICS INC
-$560.8K
373,835
-42%
清仓
ATNM
ACTINIUM PHARMACEUTICALS INC
-$556.0K
0
-100%
减持
—
BEYOND AIR INC
-$548.9K
282,131
-77%
清仓
RYTM
RHYTHM PHARMACEUTICALS INC
-$533.8K
0
-100%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
+$525.3K
230,906
+97%
增持
—
MASIMO CORP
+$514.4K
3,894
+10147%
清仓
YEAR
AB ACTIVE ETFS INC
-$505.1K
0
-100%
清仓
PULS
PGIM ETF TR
-$497.0K
0
-100%
增持
LXEO
LEXEO THERAPEUTICS INC
+$495.9K
57,166
+4297%
清仓
—
STEVANATO GROUP S P A
-$495.2K
0
-100%
建仓
VTGN
VISTAGEN THERAPEUTICS INC
+$490.9K
163,078
增持
—
CELLECTAR BIOSCIENCES INC
+$482.2K
1,022,161
+50%
减持
TH
TARGET HOSPITALITY CORP
-$478.2K
65,741
-42%
减持
ARDX
ARDELYX INC
-$474.6K
6,400
-91%
建仓
—
BLUEPRINT MEDICINES CORP
+$471.8K
5,100
减持
CRBP
CORBUS PHARMACEUTICALS HLDGS
-$460.5K
4,000
-67%
减持
SYRE
SPYRE THERAPEUTICS INC
-$457.7K
12,560
-64%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$449.6K
0
-100%
清仓
SNY
SANOFI
-$441.5K
0
-100%
建仓
—
SAGE THERAPEUTICS INC
+$441.5K
61,150
建仓
—
BIOMX INC
+$441.4K
432,700
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$435.8K
6,200
建仓
—
MOVANO INC
+$416.5K
1,159,826
增持
SVRA
SAVARA INC
+$410.0K
742,634
+9%
清仓
—
MOVANO INC
-$386.9K
0
-100%
建仓
ADGM
ADAGIO MED HLDGS INC
+$384.1K
148,861
清仓
—
WAVE LIFE SCIENCES LTD
-$382.5K
0
-100%
增持
CTMX
CYTOMX THERAPEUTICS INC
+$368.6K
903,959
+58%
减持
ARVN
ARVINAS INC
-$360.0K
20,400
-37%
增持
—
CASI PHARMACEUTICALS INC
+$354.1K
64,835
+687%
增持
AQN
ALGONQUIN PWR UTILS CORP
+$348.1K
80,000
+433%
清仓
ABT
ABBOTT LABS
-$342.9K
0
-100%
建仓
TXG
10X GENOMICS INC
+$338.7K
15,000
增持
ACAD
ACADIA PHARMACEUTICALS INC
+$334.2K
23,100
+1677%
减持
TRIP
TRIPADVISOR INC
-$333.9K
4,000
-82%
减持
ABEO
ABEONA THERAPEUTICS INC
-$325.9K
24,322
-78%
增持
—
ARCELLX INC
+$325.3K
3,962
+3862%
清仓
—
ARCA BIOPHARMA INC
-$324.3K
0
-100%
清仓
—
JVSPAC ACQUISITION CORP
-$312.6K
0
-100%
建仓
—
JVSPAC ACQUISITION CORP
+$310.2K
30,000
建仓
ABCL
ABCELLERA BIOLOGICS INC
+$299.0K
114,981
减持
—
APELLIS PHARMACEUTICALS INC
-$298.4K
17,252
-17%
建仓
JSPR
JASPER THERAPEUTICS INC
+$297.5K
15,816
增持
OPCH
OPTION CARE HEALTH INC
+$293.6K
20,000
+67%
建仓
—
VERONA PHARMA PLC
+$287.7K
10,000
建仓
ORKA
ORUKA THERAPEUTICS INC
+$274.2K
11,187