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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 31
增持 53
减持 40
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
KROS
KEROS THERAPEUTICS INC
+$56.8M
5,389,264
+263%
建仓
SPY
SPDR S&P 500 ETF TR
+$39.0M
63,184
建仓
—
PROTHENA CORP PLC
+$20.5M
3,375,009
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
—
ROIVANT SCIENCES LTD
-$13.3M
1,940,797
-44%
增持
ABVX
ABIVAX SA
+$9.7M
3,071,340
+39%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$8.7M
24,082
-89%
减持
IMVT
IMMUNOVANT INC
-$8.0M
535,066
-45%
清仓
—
RAPT THERAPEUTICS INC
-$7.3M
0
-100%
增持
CTMX
CYTOMX THERAPEUTICS INC
+$7.0M
3,081,414
+6451%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$7.0M
948,069
+1%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$6.3M
0
-100%
建仓
—
RAPT THERAPEUTICS INC
+$6.3M
783,217
增持
CGON
CG ONCOLOGY INC
+$6.2M
523,216
+74%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$5.9M
148,461
清仓
NVS
NOVARTIS AG
-$5.6M
0
-100%
清仓
—
COHERUS BIOSCIENCES INC
-$5.5M
0
-100%
增持
TSHA
TAYSHA GENE THERAPIES INC
+$5.5M
3,009,870
+182%
建仓
VERV
VERVE THERAPEUTICS INC
+$5.3M
469,018
增持
SEPN
SEPTERNA INC
+$4.8M
847,227
+18%
增持
SVRA
SAVARA INC
+$4.4M
3,600,670
+165%
增持
BIOA
BIOAGE LABS INC
+$4.3M
1,937,123
+99%
减持
ZLAB
ZAI LAB LTD
-$4.3M
850,437
-10%
减持
SHY
ISHARES TR
-$4.1M
53,337
-48%
减持
AVR
ANTERIS TECHNOLOGIES GLOBAL
-$4.1M
531,515
-68%
增持
XENE
XENON PHARMACEUTICALS INC
+$3.8M
259,503
+103%
减持
JANX
JANUX THERAPEUTICS INC
-$3.8M
326,988
-22%
清仓
—
AEROVATE THERAPEUTICS INC
-$3.7M
0
-100%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$3.6M
39,677
-75%
减持
XNCR
XENCOR INC
-$3.6M
85,826
-78%
增持
CYTK
CYTOKINETICS INC
+$3.5M
582,147
+49%
减持
—
SOLENO THERAPEUTICS INC
-$3.5M
17,330
-75%
增持
SRPT
SAREPTA THERAPEUTICS INC
-$3.3M
265,313
+116%
减持
APGE
APOGEE THERAPEUTICS INC
-$3.1M
18,070
-83%
增持
—
THIRD HARMONIC BIO INC
+$3.0M
622,873
+523%
增持
—
89BIO INC
+$2.8M
875,983
+9%
清仓
—
BRIDGEBIO PHARMA INC
-$2.7M
0
-100%
增持
PCVX
VAXCYTE INC
+$2.7M
98,032
+666%
减持
—
ZURA BIO LTD
-$2.6M
997,547
-64%
清仓
PTCT
PTC THERAPEUTICS INC
-$2.5M
0
-100%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
+$2.5M
1,205,101
-18%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$2.3M
345,878
-34%
增持
ABUS
ARBUTUS BIOPHARMA CORP
+$2.2M
2,825,773
+50%
建仓
CRMD
CORMEDIX INC
+$2.2M
175,000
减持
—
ASTRIA THERAPEUTICS INC
-$2.1M
249,646
-61%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$2.0M
112,359
增持
ALEC
ALECTOR INC
+$1.9M
1,723,526
+353%
建仓
—
BLUEPRINT MEDICINES CORP
+$1.9M
15,000
减持
—
MERUS N V
-$1.9M
18,313
-73%
增持
—
VERONA PHARMA PLC
+$1.4M
28,450
+42%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$1.4M
34,314
+533%
清仓
—
CARGO THERAPEUTICS INC
-$1.4M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
-$1.3M
134,136
-24%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$1.3M
170,598
+116%
建仓
NKTR
NEKTAR THERAPEUTICS
+$1.3M
50,796
建仓
—
ALKERMES PLC
+$1.3M
45,000
减持
ARVN
ARVINAS INC
-$1.3M
128,767
-59%
清仓
—
CHECKPOINT THERAPEUTICS INC
-$1.2M
0
-100%
增持
ARDX
ARDELYX INC
+$1.2M
915,130
+86%
减持
RZLT
REZOLUTE INC
+$1.2M
989,297
-11%
减持
—
AKERO THERAPEUTICS INC
-$1.1M
33,143
-53%
减持
FULC
FULCRUM THERAPEUTICS INC
-$1.0M
53,349
-89%
清仓
AACT
ARES ACQUISITION CORP II
-$1.0M
0
-100%
建仓
—
BEST SPAC I ACQUISITION CORP
+$1.0M
100,000
减持
—
KALA BIO INC
-$999.8K
149,830
-50%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$937.1K
275,800
+14%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$914.1K
45,390
+23%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$904.4K
57,466
+294%
建仓
NUVL
NUVALENT INC
+$903.5K
11,842
增持
ABOS
ACUMEN PHARMACEUTICALS INC
+$902.0K
916,183
+527%
增持
REGN
REGENERON PHARMACEUTICALS
+$901.3K
3,361
+147%
建仓
—
KEEN VISION ACQUISITION CORP
+$852.8K
75,000
清仓
—
KEEN VISION ACQUISITION CORP
-$841.5K
0
-100%
减持
RGNX
REGENXBIO INC
-$798.8K
207,818
-41%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$791.0K
296,766
+37%
增持
—
ESTABLISHMENT LABS HLDGS INC
+$741.3K
25,000
+213%
建仓
LRMR
LARIMAR THERAPEUTICS INC
+$686.7K
237,605
减持
—
SAGE THERAPEUTICS INC
+$678.1K
721,599
-3%
增持
—
KINIKSA PHARMACEUTICALS INTL
+$644.7K
56,540
+37%
增持
ARGX
ARGENX SE
+$614.5K
1,759
+193%
减持
—
HELIX ACQUISITION CORP II
-$607.4K
442,615
-6%
建仓
—
PHARVARIS N V
+$600.6K
34,124
增持
—
CIDARA THERAPEUTICS INC
+$597.3K
21,522
+3%
清仓
ZYME
ZYMEWORKS INC
-$595.5K
0
-100%
增持
—
WAVE LIFE SCIENCES LTD
+$559.6K
114,814
+397%
建仓
MRK
MERCK & CO INC
+$557.3K
7,040
建仓
LUNG
PULMONX CORP
+$529.6K
204,497
减持
BBIO
BRIDGEBIO PHARMA INC
-$529.1K
259,659
-24%
减持
CTNM
CONTINEUM THERAPEUTICS INC
-$515.8K
166,799
-1%
建仓
SNY
SANOFI
+$483.1K
10,000
清仓
INSM
INSMED INC
-$463.4K
0
-100%
清仓
BNTX
BIONTECH SE
-$455.3K
0
-100%
增持
SMMT
SUMMIT THERAPEUTICS INC
+$454.4K
112,000
+12%
减持
RNXT
RENOVORX INC
-$448.9K
19,889
-96%
增持
TENX
TENAX THERAPEUTICS INC
+$445.8K
155,557
+126%
增持
AVTX
AVALO THERAPEUTICS INC
+$442.5K
104,730
+947%
清仓
TIL
INSTIL BIO INC
-$422.3K
0
-100%
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$376.6K
35,900
+29%
增持
VKTX
VIKING THERAPEUTICS INC
+$362.2K
67,813
+14%
增持
TECX
TECTONIC THERAPEUTIC INC
+$351.8K
73,505
+17%
清仓
ISRG
INTUITIVE SURGICAL INC
-$346.7K
0
-100%
增持
KRRO
KORRO BIO INC
-$336.8K
68,815
+0%
减持
—
ITEOS THERAPEUTICS INC
-$335.0K
26,937
-73%
清仓
DNTH
DIANTHUS THERAPEUTICS INC
-$331.7K
0
-100%
清仓
—
JVSPAC ACQUISITION CORP
-$321.6K
0
-100%
增持
DNLI
DENALI THERAPEUTICS INC
+$311.1K
35,716
+157%
增持
KYMR
KYMERA THERAPEUTICS INC
+$309.6K
13,366
+34%
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$305.5K
15,000
-58%
建仓
INMB
INMUNE BIO INC
+$300.8K
130,200
减持
—
KALVISTA PHARMACEUTICALS INC
-$299.4K
10,000
-72%
清仓
—
NORDSTROM INC
-$293.4K
0
-100%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$291.8K
2,750
增持
PHAT
PHATHOM PHARMACEUTICALS INC
+$276.6K
63,424
+20%
增持
SYRE
SPYRE THERAPEUTICS INC
+$267.2K
34,051
+127%
增持
—
BIOHAVEN LTD
+$264.8K
57,341
+153%
增持
OABI
OMNIAB INC
+$264.8K
326,108
+159%
增持
ALDX
ALDEYRA THERAPEUTICS INC
-$259.4K
249,920
+18%
减持
GRCE
GRACE THERAPEUTICS INC
-$258.6K
176,627
-49%
建仓
ATYR
ATYR PHARMA INC
+$253.5K
50,000
增持
ORKA
ORUKA THERAPEUTICS INC
+$238.2K
142,780
+8%
清仓
EXAS
EXACT SCIENCES CORP
-$216.4K
0
-100%
建仓
BCAX
BICARA THERAPEUTICS INC
+$212.5K
22,875
减持
—
AGRICULTURE & NAT SOL ACQ CO
-$208.4K
27,062
-42%
增持
GERN
GERON CORP
+$198.8K
441,176
+66%
减持
NTRA
NATERA INC
-$178.6K
2,500
-41%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$174.6K
1,054
-29%
建仓
TRVI
TREVI THERAPEUTICS INC
+$164.1K
30,000
减持
SPRO
SPERO THERAPEUTICS INC
-$159.6K
143,917
-82%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$154.9K
55,200
-2%
增持
—
POLYPID LTD
+$149.9K
103,950
+30%
建仓
DSGN
DESIGN THERAPEUTICS INC
+$142.9K
42,408
建仓
—
UROGEN PHARMA LTD
+$137.0K
10,000
建仓
AVTR
AVANTOR INC
+$134.6K
10,000
清仓
IMNM
IMMUNOME INC
-$134.6K
0
-100%
清仓
SLDB
SOLID BIOSCIENCES INC
-$127.6K
0
-100%
清仓
—
SPRUCE BIOSCIENCES INC
-$117.1K
0
-100%
增持
NGNE
NEUROGENE INC
+$115.9K
29,625
+6%
建仓
—
PROCAP ACQUISITION CORP
+$114.5K
10,680
建仓
ALMS
ALUMIS INC
+$113.4K
37,788
清仓
VYNE
VYNE THERAPEUTICS INC
-$111.3K
0
-100%
减持
STOK
STOKE THERAPEUTICS INC
+$109.6K
27,285
-9%
建仓
—
TERNS PHARMACEUTICALS INC
+$106.0K
28,415
减持
LLY
ELI LILLY & CO
-$105.8K
500
-17%
减持
KPRX
KIORA PHARMACEUTICALS INC
-$104.7K
167,111
-14%
增持
NRIX
NURIX THERAPEUTICS INC
+$103.5K
31,200
+47%
清仓
AQN
ALGONQUIN PWR UTILS CORP
-$102.8K
0
-100%
清仓
—
BOLT BIOTHERAPEUTICS INC
-$98.0K
0
-100%
增持
RXRX
RECURSION PHARMACEUTICALS IN
+$97.8K
35,000
+133%
建仓
REPL
REPLIMUNE GROUP INC
+$96.6K
10,400
增持
MLYS
MINERALYS THERAPEUTICS INC
-$95.4K
302,125
+15%
建仓
PLRX
PLIANT THERAPEUTICS INC
+$95.3K
82,189