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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 30
增持 40
减持 44
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
—
ROYALTY PHARMA PLC
-$29.8M
49,963
-95%
减持
CYTK
CYTOKINETICS INC
-$28.7M
429,309
-54%
减持
KROS
KEROS THERAPEUTICS INC
-$25.5M
23,246
-95%
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。
减持
BBIO
BRIDGEBIO PHARMA INC
-$18.3M
678,857
-53%
建仓
IKT
INHIBIKASE THERAPEUTICS INC
+$16.6M
5,103,005
增持
ZLAB
ZAI LAB LTD
+$14.5M
1,045,837
+96%
减持
—
ASCENDIS PHARMA A/S
-$14.3M
71,402
-56%
减持
IMVT
IMMUNOVANT INC
-$13.0M
787,478
-31%
减持
—
ZURA BIO LTD
-$10.1M
2,077,251
-45%
增持
BIL
SPDR SER TR
+$10.0M
131,786
+505%
清仓
SNDX
SYNDAX PHARMACEUTICALS INC
-$8.8M
0
-100%
减持
—
KINIKSA PHARMACEUTICALS INTL
-$7.6M
166,406
-62%
减持
SLDB
SOLID BIOSCIENCES INC
-$7.4M
148,903
-87%
增持
—
ROIVANT SCIENCES LTD
+$6.6M
3,508,694
+16%
减持
ANAB
ANAPTYSBIO INC
-$6.1M
27,301
-86%
建仓
AVR
ANTERIS TECHNOLOGIES GLOBAL
+$5.9M
1,052,968
建仓
—
COHERUS BIOSCIENCES INC
+$5.5M
5,625,000
增持
RVMD
REVOLUTION MEDICINES INC
+$5.4M
170,000
+283%
减持
BIIB
BIOGEN INC
-$5.3M
3,045
-90%
增持
ABVX
ABIVAX SA
+$5.1M
1,513,393
+190%
建仓
—
OAKTREE ACQUISITION CORP III
+$5.1M
500,000
建仓
SNY
SANOFI
+$4.8M
99,600
减持
RGNX
REGENXBIO INC
-$4.7M
187,929
-68%
减持
OABI
OMNIAB INC
-$4.7M
278,108
-79%
减持
—
AA MISSION ACQUISITION CORP
-$4.5M
560,199
-45%
建仓
—
GOSSAMER BIO INC
+$4.4M
8,000,000
减持
—
MERUS N V
-$4.2M
81,460
-47%
减持
—
APPLIED THERAPEUTICS INC
-$4.1M
530,324
-2%
增持
—
89BIO INC
+$4.0M
515,138
+7753%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$4.0M
40,002
+463%
建仓
—
BRIDGEBIO PHARMA INC
+$3.9M
4,500,000
清仓
NVO
NOVO-NORDISK A S
-$3.6M
0
-100%
减持
ABSI
ABSCI CORPORATION
-$3.4M
157,665
-84%
增持
—
ENDEAVOR GROUP HLDGS INC
+$3.1M
210,729
+72%
减持
ABUS
ARBUTUS BIOPHARMA CORP
-$3.0M
1,554,802
-26%
清仓
QTTB
Q32 BIO INC
-$2.9M
0
-100%
减持
DNTH
DIANTHUS THERAPEUTICS INC
-$2.9M
17,683
-85%
建仓
MNPR
MONOPAR THERAPEUTICS INC
+$2.9M
130,037
减持
—
ITEOS THERAPEUTICS INC
-$2.8M
131,599
-65%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$2.6M
211,400
+4816%
清仓
—
PIERIS PHARMACEUTICALS INC
-$2.4M
0
-100%
清仓
MCK
MCKESSON CORP
-$2.4M
0
-100%
增持
—
AEROVATE THERAPEUTICS INC
+$2.2M
928,016
+721%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$2.2M
154,027
+561%
建仓
—
A SPAC III ACQUISITION CORP
+$2.2M
215,000
建仓
—
BRIDGEBIO PHARMA INC
+$2.1M
2,000,000
减持
DNLI
DENALI THERAPEUTICS INC
-$2.1M
44,826
-56%
减持
—
CELLECTAR BIOSCIENCES INC
-$2.0M
585,261
-43%
减持
VIR
VIR BIOTECHNOLOGY INC
-$1.9M
64,067
-80%
增持
—
RAPT THERAPEUTICS INC
+$1.8M
1,174,313
+15558%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$1.8M
53,125
-40%
减持
—
ALKERMES PLC
-$1.8M
10,188
-86%
建仓
PVLA
PALVELLA THERAPEUTICS INC NE
+$1.7M
144,641
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$1.7M
30,941
增持
CAPR
CAPRICOR THERAPEUTICS INC
+$1.7M
151,120
+522%
增持
AXSM
AXSOME THERAPEUTICS INC
+$1.6M
19,661
+3177%
增持
ALDX
ALDEYRA THERAPEUTICS INC
+$1.6M
647,960
+114%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$1.5M
841,541
+15%
增持
DCTH
DELCATH SYS INC
+$1.5M
149,385
+381%
减持
XNCR
XENCOR INC
-$1.5M
234,607
-31%
减持
APGE
APOGEE THERAPEUTICS INC
-$1.5M
41,274
-28%
建仓
—
AVID BIOSERVICES INC
+$1.5M
120,000
建仓
JNJ
JOHNSON & JOHNSON
+$1.4M
10,000
增持
PTCT
PTC THERAPEUTICS INC
+$1.4M
48,023
+140%
减持
GERN
GERON CORP
-$1.3M
337,676
-39%
减持
ALEC
ALECTOR INC
-$1.3M
368,330
-14%
建仓
—
POSEIDA THERAPEUTICS INC
+$1.3M
134,109
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$1.3M
146,671
+36%
增持
INSM
INSMED INC
+$1.3M
21,974
+505%
建仓
ACOG
ALPHA COGNITION INC
+$1.2M
204,348
清仓
BNTX
BIONTECH SE
-$1.2M
0
-100%
清仓
—
ENVVENO MEDICAL CORPORATION
-$1.2M
0
-100%
清仓
PCVX
VAXCYTE INC
-$1.2M
0
-100%
增持
—
SOLENO THERAPEUTICS INC
+$1.2M
36,830
+268%
减持
TECX
TECTONIC THERAPEUTIC INC
-$1.1M
58,708
-54%
增持
—
ACELYRIN INC
+$1.1M
444,967
+732%
增持
JANX
JANUX THERAPEUTICS INC
+$1.1M
31,509
+142%
清仓
NUVL
NUVALENT INC
-$1.1M
0
-100%
增持
—
VERONA PHARMA PLC
+$1.1M
29,100
+191%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$1.1M
0
-100%
增持
CTNM
CONTINEUM THERAPEUTICS INC
+$1.0M
82,234
+817%
清仓
BCAX
BICARA THERAPEUTICS INC
-$1.0M
0
-100%
增持
TIL
INSTIL BIO INC
-$990.6K
31,708
+34%
减持
PLRX
PLIANT THERAPEUTICS INC
-$983.8K
134,798
-45%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$980.5K
0
-100%
减持
RZLT
REZOLUTE INC
-$962.6K
1,359,208
-14%
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$957.9K
35,319
清仓
AGIO
AGIOS PHARMACEUTICALS INC
-$946.4K
0
-100%
清仓
—
REVANCE THERAPEUTICS INC
-$945.4K
0
-100%
清仓
MIRM
MIRUM PHARMACEUTICALS INC
-$939.9K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$918.2K
4,000
减持
CTMX
CYTOMX THERAPEUTICS INC
-$917.3K
145,036
-84%
清仓
CGEM
CULLINAN THERAPEUTICS INC
-$910.0K
0
-100%
增持
XENE
XENON PHARMACEUTICALS INC
+$882.9K
50,547
+81%
减持
IRON
DISC MEDICINE INC
-$842.8K
4,196
-81%
清仓
—
AVANGRID INC
-$823.2K
0
-100%
增持
CGON
CG ONCOLOGY INC
+$788.4K
215,750
+51%
减持
EXAS
EXACT SCIENCES CORP
-$754.5K
5,000
-67%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$746.9K
19,505
+63%
减持
CLYM
CLIMB BIO INC
-$745.3K
48,125
-71%
减持
TARS
TARSUS PHARMACEUTICALS INC
-$739.5K
5,000
-84%
建仓
NMRA
NEUMORA THERAPEUTICS INC.
+$727.2K
68,608
建仓
BIOA
BIOAGE LABS INC
+$712.4K
123,037
减持
AMLX
AMYLYX PHARMACEUTICALS INC
-$710.3K
10,000
-96%
清仓
—
POWERSCHOOL HOLDINGS INC
-$684.3K
0
-100%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$682.4K
2,900
建仓
—
CIDARA THERAPEUTICS INC
+$670.3K
24,938
增持
FULC
FULCRUM THERAPEUTICS INC
+$669.6K
196,248
+177%
增持
BOXX
EA SERIES TRUST
+$664.6K
325,450
+1%
清仓
AURA
AURA BIOSCIENCES INC
-$656.3K
0
-100%
建仓
TARA
PROTARA THERAPEUTICS INC
+$647.8K
122,690
清仓
OPCH
OPTION CARE HEALTH INC
-$626.0K
0
-100%
减持
SLN
SILENCE THERAPEUTICS PLC
-$608.6K
18,000
-55%
增持
LXEO
LEXEO THERAPEUTICS INC
+$598.6K
169,505
+197%
清仓
KURA
KURA ONCOLOGY INC
-$586.2K
0
-100%
清仓
—
TMT ACQUISITION CORP
-$562.0K
0
-100%
增持
KRRO
KORRO BIO INC
+$554.6K
57,978
+17%
增持
XBI
SPDR SER TR
+$551.0K
50,000
+25%
增持
OGN
ORGANON & CO
+$540.5K
40,200
+1197%
增持
PHAT
PHATHOM PHARMACEUTICALS INC
+$528.2K
65,500
+32650%
清仓
—
MASIMO CORP
-$519.2K
0
-100%
清仓
TH
TARGET HOSPITALITY CORP
-$511.5K
0
-100%
清仓
ARVN
ARVINAS INC
-$502.5K
0
-100%
清仓
EWTX
EDGEWISE THERAPEUTICS INC
-$485.2K
0
-100%
建仓
SDGR
SCHRODINGER INC
+$485.1K
25,147
增持
VYGR
VOYAGER THERAPEUTICS INC
+$481.2K
126,792
+212%
清仓
—
BLUEPRINT MEDICINES CORP
-$471.8K
0
-100%
清仓
—
BIOMX INC
-$441.4K
0
-100%
建仓
MRNA
MODERNA INC
+$374.2K
9,000
清仓
SYRE
SPYRE THERAPEUTICS INC
-$369.4K
0
-100%
建仓
AVIR
ATEA PHARMACEUTICALS INC
+$368.5K
110,000
减持
CNTX
CONTEXT THERAPEUTICS INC
-$364.1K
351,094
-6%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$355.3K
0
-100%
清仓
TXG
10X GENOMICS INC
-$338.7K
0
-100%
减持
—
SAGE THERAPEUTICS INC
-$337.2K
19,200
-69%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$336.6K
8,000
清仓
—
OAK WOODS ACQUISITION CORP
-$333.0K
0
-100%
增持
ONC
BEIGENE LTD
+$329.8K
2,974
+204%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$321.8K
1,152,333
+17%
减持
—
MOVANO INC
-$313.1K
19,146
-98%
建仓
CYPH
LEAP THERAPEUTICS INC
+$304.8K
106,000
减持
ADGM
ADAGIO MED HLDGS INC
-$303.5K
76,757
-48%
清仓
JSPR
JASPER THERAPEUTICS INC
-$297.5K
0
-100%
清仓
—
TOURMALINE BIO INC
-$289.5K
0
-100%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$289.0K
26,000
+182%
清仓
VYNE
VYNE THERAPEUTICS INC
-$287.4K
0
-100%
清仓
ORKA
ORUKA THERAPEUTICS INC
-$274.2K
0
-100%
建仓
—
ALVOTECH
+$272.5K
20,600
建仓
—
WAVE LIFE SCIENCES LTD
+$268.4K
21,700
减持
—
CASI PHARMACEUTICALS INC
-$268.3K
46,320
-29%