Seven Fleet Capital Management LP

报告期 2026-03-31 · CIK 0002092021

持仓数

114

前50大市值合计

$280.8M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 143 项建仓 58增持 24减持 32清仓 29

方向

标的

Δ市值

现股数(环比)

减持

CGON CG ONCOLOGY INC

-$120.7M

75,758 -97%

建仓

— CG ONCOLOGY INC

+$97.4M

1,439,393

减持

— SOLENO THERAPEUTICS INC

-$8.2M

115,770 -56%

清仓

— TERNS PHARMACEUTICALS INC

-$6.8M

0 -100%

增持

TNGX TANGO THERAPEUTICS INC

+$6.7M

502,012 +17%

建仓

IPSC CENTURY THERAPEUTICS INC

+$6.7M

2,947,826

建仓

— TANGO THERAPEUTICS INC

+$6.3M

300,648

清仓

EXEL EXELIXIS INC

-$6.0M

0 -100%

建仓

— AVALO THERAPEUTICS INC

+$5.4M

360,064

增持

AGIO AGIOS PHARMACEUTICALS INC

+$5.4M

209,547 +230%

建仓

— MINERVA NEUROSCIENCES INC

+$5.4M

889,254

增持

ELVN ENLIVEN THERAPEUTICS INC

+$4.7M

164,030 +47%

建仓

— PHARVARIS N V

+$4.1M

143,966

增持

PCVX VAXCYTE INC

+$4.0M

108,450 +114%

减持

COGT COGENT BIOSCIENCES INC

-$3.8M

149,399 -44%

建仓

— ENLIVEN THERAPEUTICS INC

+$3.7M

95,253

建仓

ERAS ERASCA INC

+$3.6M

222,468

建仓

— ROIVANT SCIENCES LTD

+$3.6M

128,168

减持

CMPX COMPASS THERAPEUTICS INC

-$3.4M

516,972 -55%

建仓

— CYTOMX THERAPEUTICS INC.

+$3.4M

714,000

增持

DNTH DIANTHUS THERAPEUTICS INC

+$3.3M

54,258 +85%

增持

TYRA TYRA BIOSCIENCES INC

+$3.3M

195,685 +23%

建仓

EPRX EUPRAXIA PHARMACEUTICALS INC

+$3.1M

433,515

增持

ABVX ABIVAX SA

+$3.0M

43,052 +219%

清仓

BLTE BELITE BIO INC

-$2.9M

0 -100%

建仓

IDYA IDEAYA BIOSCIENCES INC

+$2.9M

86,283

清仓

DYN DYNE THERAPEUTICS INC

-$2.7M

0 -100%

增持

CYTK CYTOKINETICS INC

+$2.7M

61,269 +196%

减持

RVMD REVOLUTION MEDICINES INC

-$2.6M

80,792 -39%

建仓

DMRA DAMORA THERAPEUTICS INC

+$2.6M

101,248

减持

XNCR XENCOR INC

-$2.4M

80,000 -63%

减持

AXSM AXSOME THERAPEUTICS INC.

-$2.4M

14,055 -46%

清仓

— AMICUS THERAPEUTICS INC

-$2.3M

0 -100%

减持

NUVL NUVALENT NC

-$2.3M

2,072 -92%

建仓

— COMPASS THERAPEUTICS INC

+$2.2M

423,566

建仓

— DIANTHUS THERAPEUTICS INC

+$2.2M

26,551

建仓

— EUPRAXIA PHARMACEUTICALS INC

+$2.0M

276,000

建仓

DFTX DEFINIUM THERAPEUTICS INC

+$1.9M

99,887

增持

— PHARVARIS N V

+$1.8M

172,731 +56%

建仓

— SOLENO THERAPEUTICS INC

+$1.8M

54,000

清仓

— ZURA BIO LTD

-$1.7M

0 -100%

减持

IKT INHIBIKASE THERAPEUTICS INC

-$1.6M

325,600 -69%

清仓

PRAX PRAXIS PRECISION MEDICINES I

-$1.6M

0 -100%

建仓

CATX PERSPECTIVE THERAPEUTICS INC

+$1.6M

379,082

建仓

— SAB BIOTHERAPEUTICS INC

+$1.5M

400,000

建仓

NERV MINERVA NEUROSCIENCES INC

+$1.5M

248,476

清仓

RLMD RELMADA THERAPEUTICS INC

-$1.5M

0 -100%

建仓

ZLAB ZAI LAB LTD

+$1.5M

77,858

减持

GERN GERON CORP

-$1.4M

424,180 -73%

清仓

— CIDARA THERAPEUTICS INC

-$1.3M

0 -100%

增持

RLAY RELAY THERAPEUTICS INC

+$1.3M

257,738 +77%

增持

CTMX CYTOMX THERAPEUTICS INC.

+$1.3M

371,398 +280%

建仓

CRVS CORVUS PHARMACEUTICALS INC

+$1.2M

82,890

减持

PALI PALISADE BIO INC

-$1.2M

213,100 -67%

建仓

— VAXCYTE INC

+$1.2M

20,000

建仓

AVBP ARRIVENT BIOPHARMA INC

+$1.2M

50,252

建仓

LRMR LARIMAR THERAPEUTICS INC

+$1.2M

256,585

清仓

MBX MBX BIOSCIENCES INC

-$1.1M

0 -100%

建仓

IVA INVENTIVA SA

+$1.1M

200,141

减持

ASMB ASSEMBLY BIOSCIENCES INC

-$1.1M

56,147 -28%

清仓

ZYME ZYMEWORKS INC

-$1.1M

0 -100%

增持

— KALVISTA PHARMACEUTICALS INC

+$1.0M

128,487 +33%

建仓

LPCN LIPOCINE INC NEW

+$998.3K

124,942

建仓

SYRE SPYRE THERAPEUTICS INC

+$993.2K

19,690

减持

PTGX PROTAGONIST THERAPEUTICS INC

-$975.8K

4,000 -75%

建仓

BCRX BIOCRYST PHARMACEUTICALS INC

+$975.7K

102,493

减持

SLN SILENCE THERAPEUTICS PLC

-$968.7K

156,759 -47%

减持

NKTR NEKTAR THERAPEUTICS

-$959.0K

4,300 -86%

增持

TSHA TAYSHA GENE THERAPIES INC

+$957.5K

625,708 +87%

减持

CELC CELCUITY INC

-$929.7K

6,000 -63%

建仓

CLDX CELLDEX THERAPEUTICS INC NEW

+$929.4K

29,300

建仓

REPL REPLIMUNE GROUP INC

+$921.1K

120,400

建仓

MAZE MAZE THERAPEUTICS INC

+$916.6K

30,707

清仓

VRDN VIRIDIAN THERAPEUTICS INC

-$912.1K

0 -100%

增持

AVTX AVALO THERAPEUTICS INC

+$891.7K

213,819 +69%

增持

SVRA SAVARA INC

+$857.5K

295,688 +136%

减持

KRYS KRYSTAL BIOTECH INC

-$857.4K

4,316 -46%

建仓

— ALKERMES PLC

+$854.7K

24,170

增持

LQDA LIQUIDIA CORPORATION

+$794.8K

187,876 +3%

减持

EOLS EVOLUS INC

-$769.8K

78,057 -52%

清仓

NRIX NURIX THERAPEUTICS INC

-$758.8K

0 -100%

建仓

ANTX AN2 THERAPEUTICS INC

+$683.0K

199,701

建仓

DNLI DENALI THERAPEUTICS INC

+$677.5K

35,286

清仓

PLRX PLIANT THERAPEUTICS INC

-$674.7K

0 -100%

建仓

LLY ELI LILLY & CO

+$662.2K

720

增持

TARS TARSUS PHARMACEUTICALS INC

+$652.0K

19,800 +120%

清仓

ACRS ACLARIS THERAPEUTICS INC

-$646.7K

0 -100%

建仓

— LIQUIDIA CORPORATION

+$641.6K

17,000

建仓

IRD OPUS GENETICS INC

+$610.8K

134,242

减持

UTHR UNITED THERAPEUTICS RP DEL

-$598.0K

1,128 -99%

建仓

CNTX CONTEXT THERAPEUTICS INC

+$499.9K

190,785

建仓

DRUG BRIGHT MINDS BIOSCIENCES INC

+$466.6K

6,395

建仓

VYGR VOYAGER THERAPEUTICS INC

+$444.7K

115,203

建仓

GPCR STRUCTURE THERAPEUTICS INC

+$433.8K

9,000

清仓

VKTX VIKING THERAPEUTICS INC

-$422.2K

0 -100%

增持

VSTM VERASTEM INC

+$420.3K

123,400 +308%

清仓

— UNIQURE NV

-$418.4K

0 -100%

减持

— PROTHENA CORP PLC

-$406.2K

43,300 -50%

建仓

NTLA INTELLIA THERAPEUTICS INC

+$403.8K

31,500

建仓

MIST MILESTONE PHARMACEUTICALS IN

+$396.7K

333,333

减持

MDGL MADRIGAL PHARMACEUTICALS INC

-$390.2K

3,393 -9%

建仓

SABS SAB BIOTHERAPEUTICS INC

+$383.0K

100,000

增持

— ASCENDIS PHARMA A/S

+$367.6K

12,179 +7%

建仓

UNCY UNICYCIVE THERAPEUTICS INC

+$366.5K

55,700

减持

SEPN SEPTERNA INC

-$363.2K

11,445 -50%

建仓

CTNM CONTINEUM THERAPEUTICS INC

+$353.3K

27,054

增持

CMPS COMPASS PATHWAYS PLC

+$321.9K

158,021 +98%

清仓

ORKA ORUKA THERAPEUTICS INC

-$317.6K

0 -100%

减持

— ENTERA BIO LTD

-$296.9K

205,542 -24%

建仓

FULC FULCRUM THERAPEUTICS INC

+$292.2K

38,100

减持

CLYM CLIMB BIO INC

+$283.8K

130,654 -14%

清仓

— NEWAMSTERDAM PHARMA COMPANY

-$280.6K

0 -100%

增持

EWTX EDGEWISE THERAPEUTICS INC

+$269.3K

11,701 +193%

清仓

ALXO ALX ONCOLOGY HLDGS INC

-$266.3K

0 -100%

建仓

ZNTL ZENTALIS PHARMACEUTICALS INC

+$257.4K

110,000

增持

GLUE MONTE ROSA THERAPEUTICS INC

+$245.2K

22,530 +182%

减持

LONA LEONABIO INC

-$244.3K

164,676 -36%

建仓

IRON DISC MEDICINE INC

+$206.6K

3,231

增持

MLYS MINERALYS THERAPEUTICS INC

-$193.6K

69,571 +21%

建仓

WHWK WHITEHAWK THERAPEUTICS INC

+$187.3K

54,296

清仓

— REGENCELL BIOSCIENCE HLDGS L

-$184.8K

0 -100%

建仓

INBX INHIBRX BIOSCIENCES INC

+$166.9K

2,482

清仓

— IMMUNIC INC

-$165.7K

0 -100%

减持

OCUL OCULAR THERAPEUTIX INC

-$150.1K

31,296 -8%

建仓

CCCC C4 THERAPEUTICS INC

+$150.1K

57,076

增持

TRVI TREVI THERAPEUTICS INC

+$145.9K

27,149 +91%

建仓

PMN PROMIS NEUROSCIENCES INC

+$134.6K

10,600

减持

CRBP CORBUS PHARMACEUTICALS HLDGS

-$119.3K

85,687 -25%

清仓

TRAW TRAWS PHARMA INC

-$111.3K

0 -100%

建仓

— TYRA BIOSCIENCES INC

+$111.1K

2,900

减持

APGE APOGEE THERAPEUTICS INC

-$106.0K

1,969 -45%

建仓

PEPG PEPGEN INC

+$105.3K

59,500

清仓

— ASTRIA THERAPEUTICS INC

-$104.7K

0 -100%

清仓

VTGN VISTAGEN THERAPEUTICS INC

-$83.0K

0 -100%

减持

PMVP PMV PHARMACEUTICALS INC

-$80.0K

63,498 -50%

清仓

ENTA ENANTA PHARMACEUTICALS INC

-$71.6K

0 -100%

减持

BEAM BEAM THERAPEUTICS INC

-$63.9K

8,804 -11%

清仓

— GENERATION BIO CO

-$61.1K

0 -100%

减持

AMLX AMYLYX PHARMACEUTICALS INC

-$47.8K

16,671 -28%

建仓

MGNX MACROGENICS INC

+$38.7K

13,387

减持

CGEM CULLINAN THERAPEUTICS INC

-$35.9K

1,844 -69%

清仓

ELDN ELEDON PHARMACEUTICALS ORD

-$18.1K

0 -100%

清仓

VIR VIR BIOTECHNOLOGY INC

-$2.4K

0 -100%

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。