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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 44
增持 64
减持 29
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
KROS
KEROS THERAPEUTICS INC
-$84.9M
18,851
-100%
减持
ABVX
ABIVAX SA
+$63.0M
1,317,329
-2%
增持
—
AVIDITY BIOSCIENCES INC
+$37.1M
546,534
+919%
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。
清仓
—
89BIO INC
-$31.1M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$29.5M
54,684
-45%
增持
IMVT
IMMUNOVANT INC
+$26.9M
2,480,968
+11%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$25.9M
1,049,168
+6%
增持
—
ROIVANT SCIENCES LTD
+$23.8M
3,428,962
+2%
增持
—
TERNS PHARMACEUTICALS INC
+$21.8M
541,615
+5316%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$14.7M
646,767
+491%
减持
—
UNIQURE NV
-$13.1M
265,155
-20%
增持
ABUS
ARBUTUS BIOPHARMA CORP
+$12.9M
5,415,109
+87%
建仓
IVA
INVENTIVA SA
+$12.6M
2,709,846
增持
—
CIDARA THERAPEUTICS INC
+$11.1M
59,677
+177%
增持
FULC
FULCRUM THERAPEUTICS INC
+$11.1M
1,318,749
+217%
减持
SEPN
SEPTERNA INC
+$10.1M
1,157,611
-2%
建仓
TFX
TELEFLEX INCORPORATED
+$9.8M
80,627
建仓
IWM
ISHARES TR
+$9.7M
39,570
减持
BIOA
BIOAGE LABS INC
-$9.3M
135,560
-93%
增持
—
ESTABLISHMENT LABS HLDGS INC
+$8.8M
171,422
+89%
增持
IKT
INHIBIKASE THERAPEUTICS INC
+$8.0M
8,063,949
+54%
增持
REPL
REPLIMUNE GROUP INC
+$8.0M
1,266,322
+23%
清仓
—
METSERA INC
-$8.0M
0
-100%
减持
RZLT
REZOLUTE INC
-$7.6M
38,679
-95%
增持
ZLAB
ZAI LAB LTD
-$7.5M
1,246,520
+43%
建仓
—
CRESCENT BIOPHARMA INC.
+$7.2M
606,000
增持
OVID
OVID THERAPEUTICS INC
+$7.0M
4,285,000
+33257%
增持
PCVX
VAXCYTE INC
+$6.9M
315,642
+48%
增持
MAZE
MAZE THERAPEUTICS INC
+$6.8M
179,532
+589%
建仓
BLTE
BELITE BIO INC
+$6.4M
39,839
减持
SRPT
SAREPTA THERAPEUTICS INC
-$6.1M
28,866
-92%
增持
TARA
PROTARA THERAPEUTICS INC
+$5.9M
1,136,799
+3127%
建仓
DHR
DANAHER CORPORATION
+$5.9M
25,600
增持
CYTK
CYTOKINETICS INC
+$5.8M
540,166
+4%
增持
BHF
BRIGHTHOUSE FINL INC
+$5.7M
95,523
+855%
清仓
—
VERONA PHARMA PLC
-$5.5M
0
-100%
增持
CLYM
CLIMB BIO INC
+$5.5M
1,432,475
+973%
增持
CTMX
CYTOMX THERAPEUTICS INC
+$5.3M
4,282,769
+6%
增持
AVR
ANTERIS TECHNOLOGIES GLOBAL
+$5.3M
1,238,777
+527%
减持
JANX
JANUX THERAPEUTICS INC
-$5.2M
245,452
-30%
增持
RVMD
REVOLUTION MEDICINES INC
+$5.1M
145,079
+4%
建仓
SPRB
SPRUCE BIOSCIENCES INC
+$5.1M
58,000
建仓
PALI
PALISADE BIO INC
+$4.7M
2,004,845
增持
MNPR
MONOPAR THERAPEUTICS INC
+$4.7M
233,908
+80%
减持
TSHA
TAYSHA GENE THERAPIES INC
+$4.5M
2,495,809
-12%
清仓
—
BRIDGEBIO PHARMA INC
-$4.4M
0
-100%
增持
—
RAPT THERAPEUTICS INC
+$4.2M
509,679
+0%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$4.1M
309,368
+25%
清仓
XBI
SPDR SERIES TRUST
-$4.0M
0
-100%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$3.8M
1,900
-83%
增持
SPRY
ARS PHARMACEUTICALS INC
+$3.7M
369,569
+524%
减持
VKTX
VIKING THERAPEUTICS INC
-$3.7M
26,494
-85%
减持
LXEO
LEXEO THERAPEUTICS INC
+$3.7M
1,393,161
-9%
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$3.6M
188,000
+408%
建仓
CRVS
CORVUS PHARMACEUTICALS INC
+$3.6M
465,875
增持
—
AMERICAN EXCEPTIONALISM ACQU
+$3.5M
357,539
+615%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.5M
13,716
+96%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$3.2M
150,532
建仓
EVMN
EVOMMUNE INC
+$3.2M
184,062
清仓
—
MERUS N V
-$3.1M
0
-100%
增持
GUTS
FRACTYL HEALTH INC
+$3.1M
1,428,571
+10808%
减持
BBOT
BRIDGEBIO ONCOLOGY THERAPEUT
-$3.0M
226,248
-55%
建仓
OKUR
ONKURE THERAPEUTICS INC
+$2.9M
1,014,158
建仓
LONA
ATHIRA PHARMA INC
+$2.9M
393,701
增持
IONS
IONIS PHARMACEUTICALS INC
+$2.9M
147,130
+10%
清仓
—
BRIDGEBIO PHARMA INC
-$2.8M
0
-100%
建仓
ELDN
ELEDON PHARMACEUTICALS INC
+$2.8M
1,821,812
建仓
—
ENGENE HOLDINGS INC
+$2.7M
303,686
建仓
INO
INOVIO PHARMACEUTICALS INC
+$2.7M
1,560,508
增持
—
UROGEN PHARMA LTD
+$2.4M
165,375
+121%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$2.3M
69,589
+246%
增持
CTNM
CONTINEUM THERAPEUTICS INC
+$2.3M
278,961
+258%
清仓
—
A SPAC III ACQUISITION CORP
-$2.2M
0
-100%
增持
CRBP
CORBUS PHARMACEUTICALS HLDGS
+$2.2M
286,781
+2712%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$2.1M
58,200
+17%
减持
BBIO
BRIDGEBIO PHARMA INC
+$2.1M
213,414
-22%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$2.0M
136,231
+74%
减持
—
PERCEPTIVE CAP SOLUTIONS COR
-$2.0M
456,720
-39%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$2.0M
235,971
-12%
清仓
KRRO
KORRO BIO INC
-$1.9M
0
-100%
减持
—
ASCENDIS PHARMA A/S
-$1.8M
25,314
-30%
增持
BIIB
BIOGEN INC
+$1.8M
24,300
+35%
建仓
GMED
GLOBUS MED INC
+$1.8M
20,100
增持
HELP
CYBIN INC
+$1.8M
238,390
+616%
减持
—
KINIKSA PHARMACEUTICALS INTL
-$1.7M
28,728
-62%
建仓
ALEC
ALECTOR INC
+$1.7M
1,108,000
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$1.7M
895
-82%
建仓
OMER
OMEROS CORP
+$1.7M
100,000
增持
KRYS
KRYSTAL BIOTECH INC
+$1.7M
20,014
+8%
建仓
AQST
AQUESTIVE THERAPEUTICS INC
+$1.6M
254,000
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$1.6M
90,999
+127%
增持
XENE
XENON PHARMACEUTICALS INC
+$1.5M
203,969
+8%
减持
IVVD
INVIVYD INC
+$1.5M
3,899,397
-47%
增持
—
PHARVARIS N V
+$1.5M
85,528
+151%
增持
GOSS
GOSSAMER BIO INC
+$1.5M
710,831
+166%
增持
OLMA
OLEMA PHARMACEUTICALS INC
+$1.4M
81,399
+33%
减持
SVRA
SAVARA INC
+$1.4M
1,405,452
-29%
建仓
TNGX
TANGO THERAPEUTICS INC
+$1.2M
140,021
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$1.2M
0
-100%
建仓
ADGM
ADAGIO MED HLDGS INC
+$1.2M
1,159,614
增持
GRCE
GRACE THERAPEUTICS INC
+$1.2M
641,988
+83%
增持
ACRS
ACLARIS THERAPEUTICS INC
+$1.1M
613,986
+64%
建仓
ACET
ADICET BIO INC
+$1.1M
128,646
增持
NRIX
NURIX THERAPEUTICS INC
+$1.1M
72,070
+131%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
20,000
建仓
TNYA
TENAYA THERAPEUTICS INC
+$1.1M
1,505,300
增持
NKTR
NEKTAR THERAPEUTICS
-$1.1M
72,031
+0%
增持
—
JAZZ PHARMACEUTICALS PLC
+$1.0M
8,000
+220%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
-$1.0M
890,356
+3%
建仓
—
CHURCHILL CAP CORP X
+$1.0M
64,887
建仓
MCK
MCKESSON CORP
+$984.3K
1,200
增持
INSP
INSPIRE MED SYS INC
+$938.3K
15,000
+150%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$908.9K
118,623
+4%
建仓
PLYM
PLYMOUTH INDL REIT INC
+$898.5K
41,065
清仓
—
WAVE LIFE SCIENCES LTD
-$871.6K
0
-100%
减持
—
ASTRIA THERAPEUTICS INC
+$860.0K
173,557
-11%
减持
—
QUINCE THERAPEUTICS INC
-$851.5K
122,912
-84%
建仓
LQDA
LIQUIDIA CORPORATION
+$845.0K
24,500
建仓
KLRS
KALARIS THERAPEUTICS INC
+$844.0K
100,000
建仓
QNRX
QUOIN PHARMACEUTICALS LTD
+$840.3K
58,230
建仓
—
ASTRAZENECA PLC
+$827.4K
9,000
建仓
GILD
GILEAD SCIENCES INC
+$818.2K
6,666
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$797.7K
16,300
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$789.1K
29,742
+106%
建仓
STRO
SUTRO BIOPHARMA INC
+$776.1K
67,077
清仓
LLY
ELI LILLY & CO
-$763.0K
0
-100%
增持
IBIO
IBIO INC
+$760.3K
405,531
+1402%
建仓
VERA
VERA THERAPEUTICS INC
+$746.1K
14,733
增持
EQ
EQUILLIUM INC
+$741.7K
5,608,078
+1%
增持
FDMT
4D MOLECULAR THERAPEUTICS IN
+$730.1K
116,712
+598%
增持
CGON
CG ONCOLOGY INC
+$691.6K
258,139
+4%
增持
PFE
PFIZER INC
+$671.4K
72,400
+63%
建仓
FWRD
FORWARD AIR CORP
+$665.9K
26,635
建仓
ENTA
ENANTA PHARMACEUTICALS INC
+$652.2K
41,357
减持
XNCR
XENCOR INC
-$651.7K
56,165
-56%
减持
LITS
LITE STRATEGY INC
-$618.8K
67,292
-77%
建仓
ISRG
INTUITIVE SURGICAL INC
+$577.7K
1,020
增持
CMPX
COMPASS THERAPEUTICS INC
+$571.4K
139,000
+178%
减持
MRK
MERCK & CO INC
-$541.4K
9,640
-48%
清仓
LENZ
LENZ THERAPEUTICS INC
-$541.2K
0
-100%
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$539.8K
57,428
减持
SMMT
SUMMIT THERAPEUTICS INC
-$520.6K
91,869
-11%
建仓
CGEM
CULLINAN THERAPEUTICS INC
+$517.5K
50,000
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$501.3K
12,900
+163%
建仓
NTRA
NATERA INC
+$491.9K
2,147
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$490.2K
51,349
+4%
增持
AVTR
AVANTOR INC
+$490.2K
70,000
+180%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$476.8K
5,000
减持
REGN
REGENERON PHARMACEUTICALS
+$474.2K
12,051
-23%
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$462.0K
30,000
