TANG CAPITAL MANAGEMENT LLC
SAN DIEGO CA · SEC CIK 0001232621
$22.02亿2026Q2 申报市值
41持仓数
62.7%前十大占比 · 第一大 10.1%
5 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVCT 新建仓+$2,850.45万
CELC 加仓+$2,768.18万
TARS 加仓+$2,389.47万
FULC 新建仓+$2,386.84万
NANO DIMENSION L 新建仓+$2,072.46万
2026Q2 卖出最多 按季末市值估算
KALVISTA PHARMAC 清仓-$9,206.52万
SPY 减仓-$3,360.47万
INSM 减仓-$1,705.92万
JANX 清仓-$695.00万
STOK 减仓-$654.40万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AUPH | AURINIA PHARMACEUTICALS INC | $2.21亿 | 10.05% | 13,044,106 | 814,606 | 6.7% | $1,382.39万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1.68亿 | 7.63% | 1,892,200 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1.45亿 | 6.57% | 1,236,027 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1.45亿 | 6.56% | 2,259,889 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $1.38亿 | 6.25% | 1,314,594 | 264,594 | 25.2% | $2,768.18万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1.30亿 | 5.92% | 1,500,000 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $1.22亿 | 5.56% | 1,500,000 | 0 | 0.0% | — | 不变 |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $1.14亿 | 5.16% | 3,785,991 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $9,872.56万 | 4.48% | 4,099,900 | 700,000 | 20.6% | $1,685.60万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $9,870.67万 | 4.48% | 1,568,266 | 379,642 | 31.9% | $2,389.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,185.27万 | 4.17% | 123,000 | -45,000 | -26.8% | -$3,360.47万 | 减仓 |
| ANAB | ANAPTYSBIO INC | $8,983.43万 | 4.08% | 1,330,879 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $8,411.74万 | 3.82% | 2,649,368 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $7,075.00万 | 3.21% | 5,000,000 | 997,800 | 24.9% | $1,411.89万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $5,856.69万 | 2.66% | 707,500 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $4,373.35万 | 1.99% | 470,000 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $3,939.98万 | 1.79% | 17,990,782 | 1,199,973 | 7.1% | $262.79万 | 加仓 |
| PGEN | PRECIGEN INC | $3,657.97万 | 1.66% | 6,417,500 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $3,293.05万 | 1.50% | 1,792,626 | 0 | 0.0% | — | 不变 |
| NVCT | NUVECTIS PHARMA INC | $2,850.45万 | 1.29% | 1,550,000 | 1,550,000 | — | $2,850.45万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2,580.22万 | 1.17% | 264,692 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $2,386.84万 | 1.08% | 6,521,412 | 6,521,412 | — | $2,386.84万 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $2,238.84万 | 1.02% | 4,814,700 | 0 | 0.0% | — | 不变 |
| CBIO | CRESCENT BIOPHARMA INC. | $2,088.00万 | 0.95% | 1,160,000 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD | $2,072.46万 | 0.94% | 14,292,813 | 14,292,813 | — | $2,072.46万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,950.50万 | 0.89% | 500,000 | 0 | 0.0% | — | 不变 |
| NUVB | NUVATION BIO INC | $1,874.15万 | 0.85% | 3,299,557 | 150,000 | 4.8% | $85.20万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $1,677.15万 | 0.76% | 450,000 | 0 | 0.0% | — | 不变 |
| — | GOSSAMER BIO INC | $1,146.84万 | 0.52% | 17,841,000 | 17,841,000 | — | $1,146.84万 | 新建仓 |
| — | JOURNEY MED CORP | $1,139.88万 | 0.52% | 1,610,000 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $1,066.20万 | 0.48% | 100,000 | -160,000 | -61.5% | -$1,705.92万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $981.60万 | 0.45% | 300,000 | -200,000 | -40.0% | -$654.40万 | 减仓 |
| — | PLIANT THERAPEUTICS INC | $700.10万 | 0.32% | 6,141,261 | -1,871 | -0.0% | -$2,133 | 减仓 |
| — | BOUNDLESS BIO INC | $639.97万 | 0.29% | 2,559,875 | 2,559,875 | — | $639.97万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $568.84万 | 0.26% | 4,245,085 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $350.15万 | 0.16% | 50,000 | -50,000 | -50.0% | -$350.15万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $348.60万 | 0.16% | 600,000 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $266.75万 | 0.12% | 6,250,000 | 0 | 0.0% | — | 不变 |
| LENZ | LENZ THERAPEUTICS INC | $256.23万 | 0.12% | 451,114 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $202.47万 | 0.09% | 666,022 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $34.20万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4,573,530 | -100.0% | -$9,206.52万 | 清仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$695.00万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$641.65万 | 清仓 |
| URGN | UROGEN PHARMA LTD | $0 | 0.00% | 0 | -350,000 | -100.0% | -$629.30万 | 清仓 |
| ARVN | ARVINAS INC | $0 | 0.00% | 0 | -538,658 | -100.0% | -$570.98万 | 清仓 |
| — | KEZAR LIFE SCIENCES INC | $0 | 0.00% | 0 | -664,314 | -100.0% | -$492.92万 | 清仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$338.30万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$323.60万 | 清仓 |
| — | COHERUS ONCOLOGY INC | $0 | 0.00% | 0 | -1,886,748 | -100.0% | -$318.86万 | 清仓 |
| NKTX | NKARTA INC | $0 | 0.00% | 0 | -1,480,823 | -100.0% | -$312.45万 | 清仓 |
| EOLS | EVOLUS INC | $0 | 0.00% | 0 | -483,021 | -100.0% | -$198.52万 | 清仓 |
| ABEO | ABEONA THERAPEUTICS INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$179.20万 | 清仓 |
| FATE | FATE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,167,773 | -100.0% | -$140.13万 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 0 | -439,878 | -100.0% | -$85.78万 | 清仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -399,700 | -100.0% | -$62.35万 | 清仓 |