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Exome Asset Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Exome Asset Management LLC

报告期 2026-03-31 · CIK 0002011932

持仓数

56

前50大市值合计

$190.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

PRAX PRAXIS PRECISION MEDICINES I

COM NEW

$14.6M

45,469

7.7%

COGT COGENT BIOSCIENCES INC

COM

$10.7M

278,533

5.6%

ELVN ENLIVEN THERAPEUTICS INC

COM

$8.6M

220,091

4.5%

IONS IONIS PHARMACEUTICALS INC

COM

$8.3M

110,064

4.3%

XBI SPDR SERIES TRUST

STATE STREET SPD · 认沽

$7.7M

60,000

4.0%

GH GUARDANT HEALTH INC

COM

$7.6M

82,736

4.0%

CYTK CYTOKINETICS INC

COM NEW

$6.8M

103,718

3.6%

LLY ELI LILLY & CO

COM

$6.4M

7,012

3.4%

ALMS ALUMIS INC

COM

$6.2M

279,176

3.2%

BBIO BRIDGEBIO PHARMA INC

COM

$5.0M

67,492

2.6%

VERA VERA THERAPEUTICS INC

CL A

$4.6M

114,991

2.4%

INSM INSMED INC

COM PAR $.01

$4.4M

26,651

2.3%

ELV ELEVANCE HEALTH INC FORMERLY

COM

$4.3M

14,677

2.3%

AGIO AGIOS PHARMACEUTICALS INC

COM

$4.2M

125,060

2.2%

UTHR UNITED THERAPEUTICS CORP DEL

COM

$4.2M

7,053

2.2%

MLTX MOONLAKE IMMUNOTHERAPEUTICS

CLASS A ORD

$4.0M

215,376

2.1%

— CYTOKINETICS INC

PUT · 认沽

$4.0M

60,000

2.1%

NTRA NATERA INC

COM

$3.7M

18,650

2.0%

RYTM RHYTHM PHARMACEUTICALS INC

COM

$3.5M

40,581

1.8%

UNH UNITEDHEALTH GROUP INC

COM

$3.5M

12,862

1.8%

— APELLIS PHARMACEUTICALS INC

COM

$3.4M

85,517

1.8%

VSTM VERASTEM INC

COM NEW

$3.4M

636,700

1.8%

TXG 10X GENOMICS INC

CL A COM

$3.3M

154,194

1.7%

BSX BOSTON SCIENTIFIC CORP

COM

$3.0M

48,347

1.6%

— ALKERMES PLC

SHS

$3.0M

84,103

1.6%

— BEONE MEDICINES LTD

CALL · 认购

$3.0M

10,000

1.6%

GLUE MONTE ROSA THERAPEUTICS INC

COM

$3.0M

179,484

1.5%

ISRG INTUITIVE SURGICAL INC

COM NEW

$2.9M

6,358

1.5%

ADAG ADAGENE INC

ADS

$2.9M

736,845

1.5%

ARWR ARROWHEAD PHARMACEUTICALS IN

COM

$2.9M

45,721

1.5%

— CRESCENT BIOPHARMA INC.

COM

$2.8M

153,191

1.5%

RLAY RELAY THERAPEUTICS INC

COM

$2.8M

278,302

1.5%

MAZE MAZE THERAPEUTICS INC

COM

$2.6M

88,510

1.4%

CTMX CYTOMX THERAPEUTICS INC.

COM

$2.5M

521,468

1.3%

AVTX AVALO THERAPEUTICS INC

COM NEW

$2.4M

159,341

1.2%

— ALUMIS INC

PUT · 认沽

$2.3M

105,000

1.2%

GKOS GLAUKOS CORP

COM

$2.2M

20,874

1.2%

CRBP CORBUS PHARMACEUTICALS HLDGS

COM NEW

$2.2M

234,136

1.2%

PEN PENUMBRA INC

COM

$2.1M

6,300

1.1%

— SOLENO THERAPEUTICS INC

COM

$2.1M

61,673

1.1%

LQDA LIQUIDIA CORPORATION

COM NEW

$1.7M

45,796

0.9%

ZBIO ZENAS BIOPHARMA INC

COM

$1.6M

80,730

0.8%

— LIQUIDIA CORPORATION

PUT · 认沽

$1.5M

40,000

0.8%

NBP NOVABRIDGE BIOSCIENCES

SPONSORED ADS

$1.4M

576,960

0.7%

— CENTESSA PHARMACEUTICALS PLC

PUT · 认沽

$1.4M

34,700

0.7%

— IDEAYA BIOSCIENCES INC

CALL · 认购

$1.3M

40,000

0.7%

— IDEAYA BIOSCIENCES INC

CALL · 认沽

$1.3M

40,000

0.7%

FDMT 4D MOLECULAR THERAPEUTICS IN

COM

$1.2M

130,564

0.6%

NXTC NEXTCURE INC

COM NEW

$1.2M

115,500

0.6%

PALI PALISADE BIO INC

COM

$1.1M

600,000

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

PRAX7.7%COGT5.6%ELVN4.5%IONS4.3%XBI4.0%GH4.0%