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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 33
增持 53
减持 29
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
KROS
KEROS THERAPEUTICS INC
+$14.8M
1,486,461
+6294%
建仓
—
SPRINGWORKS THERAPEUTICS INC
+$9.8M
222,778
增持
JANX
JANUX THERAPEUTICS INC
+$9.6M
418,667
+1229%
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
—
ASCENDIS PHARMA A/S
-$9.6M
1,402
-98%
建仓
SHY
ISHARES TR
+$8.5M
103,337
减持
BBIO
BRIDGEBIO PHARMA INC
-$6.9M
339,635
-50%
减持
ZLAB
ZAI LAB LTD
+$6.6M
940,858
-10%
清仓
—
ENDEAVOR GROUP HLDGS INC
-$6.6M
0
-100%
减持
—
ROIVANT SCIENCES LTD
-$6.4M
3,483,404
-1%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$6.3M
48,044
减持
MLYS
MINERALYS THERAPEUTICS INC
-$6.2M
263,425
-69%
增持
—
SAGE THERAPEUTICS INC
+$5.8M
742,495
+3767%
建仓
NVS
NOVARTIS AG
+$5.6M
50,000
增持
—
RAPT THERAPEUTICS INC
+$5.4M
5,970,768
+408%
增持
IKT
INHIBIKASE THERAPEUTICS INC
-$5.4M
5,122,105
+0%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
+$5.2M
1,471,587
+14616%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$4.8M
523,767
+257%
清仓
SNY
SANOFI
-$4.8M
0
-100%
清仓
XBI
SPDR SER TR
-$4.5M
0
-100%
减持
CYTK
CYTOKINETICS INC
-$4.5M
390,729
-9%
清仓
—
GOSSAMER BIO INC
-$4.4M
0
-100%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$4.2M
157,079
+705%
建仓
SEPN
SEPTERNA INC
+$4.2M
720,848
减持
RZLT
REZOLUTE INC
-$3.4M
1,116,047
-18%
增持
—
SOLENO THERAPEUTICS INC
+$3.3M
68,830
+87%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$3.0M
122,921
+207%
增持
IMVT
IMMUNOVANT INC
-$2.9M
968,866
+23%
增持
BIOA
BIOAGE LABS INC
+$2.9M
971,100
+689%
建仓
—
BRIDGEBIO PHARMA INC
+$2.7M
2,666,627
增持
ABVX
ABIVAX SA
+$2.7M
2,210,019
+46%
增持
—
ASTRIA THERAPEUTICS INC
+$2.6M
641,690
+605%
减持
—
KINIKSA PHARMACEUTICALS INTL
-$2.4M
41,412
-75%
增持
XENE
XENON PHARMACEUTICALS INC
+$2.3M
127,548
+152%
增持
ARDX
ARDELYX INC
+$2.3M
490,743
+1481%
建仓
—
DYNAVAX TECHNOLOGIES CORP
+$2.2M
170,000
建仓
ARVN
ARVINAS INC
+$2.2M
313,354
清仓
—
A SPAC III ACQUISITION CORP
-$2.2M
0
-100%
建仓
—
A SPAC III ACQUISITION CORP
+$2.2M
215,000
减持
GRCE
GRACE THERAPEUTICS INC
-$2.1M
343,512
-56%
清仓
CAPR
CAPRICOR THERAPEUTICS INC
-$2.1M
0
-100%
增持
APGE
APOGEE THERAPEUTICS INC
+$2.0M
104,853
+154%
减持
ALDX
ALDEYRA THERAPEUTICS INC
-$2.0M
211,579
-67%
建仓
SMMT
SUMMIT THERAPEUTICS INC
+$1.9M
100,000
增持
—
AKERO THERAPEUTICS INC
+$1.8M
71,143
+88%
增持
—
89BIO INC
+$1.8M
804,220
+56%
清仓
PLRX
PLIANT THERAPEUTICS INC
-$1.8M
0
-100%
清仓
PVLA
PALVELLA THERAPEUTICS INC NE
-$1.7M
0
-100%
增持
BOXX
EA SERIES TRUST
+$1.7M
337,125
+4%
清仓
AXSM
AXSOME THERAPEUTICS INC
-$1.7M
0
-100%
增持
TECX
TECTONIC THERAPEUTIC INC
-$1.6M
62,603
+7%
增持
—
ZURA BIO LTD
-$1.6M
2,801,184
+35%
清仓
—
AVID BIOSERVICES INC
-$1.5M
0
-100%
增持
ABUS
ARBUTUS BIOPHARMA CORP
+$1.5M
1,879,114
+21%
清仓
JNJ
JOHNSON & JOHNSON
-$1.4M
0
-100%
清仓
—
ACELYRIN INC
-$1.4M
0
-100%
建仓
—
CARGO THERAPEUTICS INC
+$1.4M
341,515
建仓
ORKA
ORUKA THERAPEUTICS INC
+$1.4M
132,780
清仓
—
POSEIDA THERAPEUTICS INC
-$1.3M
0
-100%
清仓
—
ROYALTY PHARMA PLC
-$1.3M
0
-100%
建仓
—
CHECKPOINT THERAPEUTICS INC
+$1.2M
305,800
增持
—
AEROVATE THERAPEUTICS INC
+$1.2M
1,461,234
+57%
清仓
ACOG
ALPHA COGNITION INC
-$1.2M
0
-100%
增持
CGON
CG ONCOLOGY INC
+$1.2M
301,134
+40%
增持
TSHA
TAYSHA GENE THERAPIES INC
+$1.2M
1,066,309
+500%
增持
RVMD
REVOLUTION MEDICINES INC
-$1.2M
177,136
+4%
增持
XNCR
XENCOR INC
-$1.2M
398,152
+70%
增持
VIR
VIR BIOTECHNOLOGY INC
+$1.1M
250,000
+290%
增持
—
HELIX ACQUISITION CORP II
+$1.1M
469,729
+16%
增持
VKTX
VIKING THERAPEUTICS INC
+$1.1M
59,413
+539%
减持
INSM
INSMED INC
-$1.1M
6,074
-72%
增持
RGNX
REGENXBIO INC
+$1.1M
350,352
+86%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$1.0M
241,800
+14%
清仓
IBIO
IBIO INC
-$1.0M
0
-100%
增持
KRRO
KORRO BIO INC
-$1.0M
68,715
+19%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
+$962.3K
939,669
-18%
清仓
BEAM
BEAM THERAPEUTICS INC
-$950.1K
0
-100%
建仓
SGRY
SURGERY PARTNERS INC
+$950.0K
40,000
清仓
DHR
DANAHER CORPORATION
-$918.2K
0
-100%
建仓
AGIO
AGIOS PHARMACEUTICALS INC
+$817.5K
27,900
减持
MNPR
MONOPAR THERAPEUTICS INC
+$808.4K
100,774
-23%
减持
GERN
GERON CORP
-$772.2K
266,176
-21%
增持
SVRA
SAVARA INC
+$733.4K
1,360,291
+38%
减持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$731.6K
5,424
-69%
减持
DNLI
DENALI THERAPEUTICS INC
-$725.0K
13,873
-69%
减持
NMRA
NEUMORA THERAPEUTICS INC.
-$701.1K
26,108
-62%
增持
VTGN
VISTAGEN THERAPEUTICS INC
+$693.6K
420,765
+246%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$682.4K
0
-100%
减持
OABI
OMNIAB INC
-$681.8K
126,108
-55%
清仓
—
INDIVIOR PLC
-$671.9K
0
-100%
增持
—
ARCELLX INC
+$612.1K
13,962
+252%
减持
—
MERUS N V
-$607.0K
66,960
-18%
建仓
NTRA
NATERA INC
+$601.0K
4,250
建仓
ZYME
ZYMEWORKS INC
+$595.5K
50,000
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$566.5K
79,000
+204%
清仓
ONC
BEIGENE LTD
-$549.3K
0
-100%
减持
LLY
ELI LILLY & CO
-$546.7K
600
-56%
建仓
—
BIOHAVEN LTD
+$544.3K
22,641
增持
—
CENTESSA PHARMACEUTICALS PLC
+$528.5K
216,166
+40%
增持
LXEO
LEXEO THERAPEUTICS INC
-$523.9K
170,448
+1%
减持
AACT
ARES ACQUISITION CORP II
-$517.2K
90,466
-35%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$493.5K
1,490
增持
FULC
FULCRUM THERAPEUTICS INC
+$490.4K
490,532
+150%
清仓
SDGR
SCHRODINGER INC
-$485.1K
0
-100%
建仓
PCVX
VAXCYTE INC
+$483.3K
12,800
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$474.7K
56,300
+336%
减持
SLDB
SOLID BIOSCIENCES INC
-$468.0K
34,479
-77%
减持
VYGR
VOYAGER THERAPEUTICS INC
-$463.6K
75,545
-40%
建仓
BNTX
BIONTECH SE
+$455.3K
5,000
清仓
—
APPLIED THERAPEUTICS INC
-$454.0K
0
-100%
减持
OGN
ORGANON & CO
-$450.9K
10,000
-75%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$449.6K
28,023
-47%
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$440.0K
20,000
清仓
—
CHIMERIX INC
-$425.4K
0
-100%
清仓
ABSI
ABSCI CORPORATION
-$413.1K
0
-100%
减持
—
ITEOS THERAPEUTICS INC
-$407.1K
101,096
-23%
增持
BIL
SPDR SER TR
+$388.0K
135,585
+3%
增持
PTCT
PTC THERAPEUTICS INC
+$381.4K
50,023
+4%
增持
—
AA MISSION ACQUISITION CORP
+$374.3K
578,359
+3%
清仓
MRNA
MODERNA INC
-$374.2K
0
-100%
清仓
AVIR
ATEA PHARMACEUTICALS INC
-$368.5K
0
-100%
清仓
ANAB
ANAPTYSBIO INC
-$361.5K
0
-100%
建仓
ARGX
ARGENX SE
+$355.1K
600
建仓
—
THIRD HARMONIC BIO INC
+$347.0K
100,000
建仓
ISRG
INTUITIVE SURGICAL INC
+$346.7K
700
增持
GPCR
STRUCTURE THERAPEUTICS INC
-$341.3K
35,619
+1%
减持
—
AGRICULTURE & NAT SOL ACQ CO
-$340.9K
47,062
-41%
清仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$336.6K
0
-100%
增持
—
OAKTREE ACQUISITION CORP III
+$327.1K
516,482
+3%
建仓
NGNE
NEUROGENE INC
+$327.0K
27,925
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$326.4K
8,000
建仓
DYN
DYNE THERAPEUTICS INC
+$314.8K
30,099
建仓
—
NORDSTROM INC
+$293.4K
12,000
清仓
—
ALKERMES PLC
-$293.0K
0
-100%
清仓
TARS
TARSUS PHARMACEUTICALS INC
-$276.9K
0
-100%
清仓
—
ALVOTECH
-$272.5K
0
-100%
增持
CYPH
LEAP THERAPEUTICS INC
-$270.9K
111,000
+5%
清仓
IRON
DISC MEDICINE INC
-$266.0K
0
-100%
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$265.0K
14,600
清仓
MRK
MERCK & CO INC
-$242.7K
0
-100%
建仓
SYRE
SPYRE THERAPEUTICS INC
+$242.6K
15,033
清仓
KOD
KODIAK SCIENCES INC
-$235.8K
0
-100%
增持
TENX
TENAX THERAPEUTICS INC
+$235.5K
68,741
+98%
增持
AVR
ANTERIS TECHNOLOGIES GLOBAL
+$232.6K
1,678,063
+59%
增持
ALEC
ALECTOR INC
-$228.3K
380,330
+3%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$222.0K
36,890
+19%
增持
RNXT
RENOVORX INC
+$220.6K
479,883
+143%
减持
—
CIDARA THERAPEUTICS INC
-$219.3K
20,938
-16%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$200.2K
52,900
-19%
建仓
STOK
STOKE THERAPEUTICS INC
+$200.1K
30,085
建仓
—
COLOMBIER ACQUISITION CORP I
+$197.2K
18,513