TANG CAPITAL MANAGEMENT LLC
SAN DIEGO CA · SEC CIK 0001232621
$19.69亿2026Q1 申报市值
51持仓数
57.9%前十大占比 · 第一大 9.2%
2 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPY 加仓+$8,974.69万
CORT 加仓+$5,414.58万
CAPR 加仓+$5,167.70万
INSM 加仓+$3,270.40万
ANIP 加仓+$1,738.42万
2026Q1 卖出最多 按季末市值估算
AVIDITY BIOSCIEN 清仓-$6,491.70万
VRTX 清仓-$3,626.88万
MRNA 减仓-$3,011.53万
TVTX 清仓-$2,674.70万
VENTYX BIOSCIENC 清仓-$2,541.04万
2026Q1 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 | $1.81亿 | 9.20% | 12,229,500 | 900,000 | 7.9% | $1,333.80万 | 加仓 |
| CELC | CELCUITY INC | $1.20亿 | 6.09% | 1,050,000 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1.14亿 | 5.80% | 1,236,027 | 0 | 0.0% | — | 不变 |
| LKFT | GALAPAGOS NV | $1.14亿 | 5.77% | 3,785,991 | -135,228 | -3.4% | -$405.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.09亿 | 5.55% | 168,000 | 138,000 | 460.0% | $8,974.69万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1.09亿 | 5.53% | 2,259,889 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $1.03亿 | 5.25% | 3,399,900 | 1,699,900 | 100.0% | $5,167.70万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $1.02亿 | 5.19% | 1,500,000 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $9,544.26万 | 4.85% | 1,892,200 | 0 | 0.0% | — | 不变 |
| — | KALVISTA PHARMACEUTICALS INC | $9,206.52万 | 4.68% | 4,573,530 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $8,882.34万 | 4.51% | 16,790,809 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC | $8,338.20万 | 4.23% | 1,188,624 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $7,987.84万 | 4.06% | 2,649,368 | 20,830 | 0.8% | $62.80万 | 加仓 |
| ANAB | ANAPTYSBIO INC | $7,381.05万 | 3.75% | 1,330,879 | -1,208 | -0.1% | -$6.70万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $6,046.50万 | 3.07% | 1,500,000 | 1,343,236 | 856.9% | $5,414.58万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $5,440.68万 | 2.76% | 707,500 | 226,063 | 47.0% | $1,738.42万 | 加仓 |
| INSM | INSMED INC | $4,251.52万 | 2.16% | 260,000 | 200,000 | 333.3% | $3,270.40万 | 加仓 |
| BNTX | BIONTECH SE | $4,177.36万 | 2.12% | 470,000 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $3,506.38万 | 1.78% | 1,792,626 | 0 | 0.0% | — | 不变 |
| AVIR | ATEA PHARMACEUTICALS INC | $2,590.31万 | 1.32% | 4,814,700 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $2,483.57万 | 1.26% | 6,417,500 | 800,000 | 14.2% | $309.60万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2,221.30万 | 1.13% | 264,692 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $2,213.22万 | 1.12% | 4,002,200 | 1,802,200 | 81.9% | $996.62万 | 重新持有 |
| CBIO | CRESCENT BIOPHARMA INC. | $2,130.92万 | 1.08% | 1,160,000 | 287,602 | 33.0% | $528.32万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $1,628.00万 | 0.83% | 500,000 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $1,627.00万 | 0.83% | 500,000 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $1,499.40万 | 0.76% | 450,000 | 0 | 0.0% | — | 不变 |
| NUVB | NUVATION BIO INC | $1,351.16万 | 0.69% | 3,149,557 | -707,900 | -18.4% | -$303.69万 | 减仓 |
| — | PLIANT THERAPEUTICS INC | $774.03万 | 0.39% | 6,143,132 | 0 | 0.0% | — | 不变 |
| — | JOURNEY MED CORP | $755.09万 | 0.38% | 1,610,000 | -244,596 | -13.2% | -$114.72万 | 减仓 |
| JANX | JANUX THERAPEUTICS INC | $695.00万 | 0.35% | 500,000 | -200,000 | -28.6% | -$278.00万 | 重新持有 |
| BIIB | BIOGEN INC | $641.65万 | 0.33% | 35,000 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $629.30万 | 0.32% | 350,000 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS INC | $570.98万 | 0.29% | 538,658 | -31,040 | -5.4% | -$32.90万 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $526.39万 | 0.27% | 4,245,085 | -694,915 | -14.1% | -$86.17万 | 减仓 |
| MRNA | MODERNA INC | $508.00万 | 0.26% | 100,000 | -592,820 | -85.6% | -$3,011.53万 | 减仓 |
| — | HERON THERAPEUTICS INC | $500.06万 | 0.25% | 6,250,000 | 0 | 0.0% | — | 不变 |
| — | KEZAR LIFE SCIENCES INC | $492.92万 | 0.25% | 664,314 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $435.00万 | 0.22% | 600,000 | 0 | 0.0% | — | 不变 |
| LENZ | LENZ THERAPEUTICS INC | $412.77万 | 0.21% | 451,114 | -414,055 | -47.9% | -$378.86万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $338.30万 | 0.17% | 100,000 | 100,000 | — | $338.30万 | 新建仓 |
| ERAS | ERASCA INC | $323.60万 | 0.16% | 200,000 | -700,000 | -77.8% | -$1,132.60万 | 减仓 |
| — | COHERUS ONCOLOGY INC | $318.86万 | 0.16% | 1,886,748 | -837,761 | -30.7% | -$141.58万 | 减仓 |
| NKTX | NKARTA INC | $312.45万 | 0.16% | 1,480,823 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $205.13万 | 0.10% | 666,022 | -1,465,285 | -68.8% | -$451.31万 | 减仓 |
| EOLS | EVOLUS INC | $198.52万 | 0.10% | 483,021 | -762,671 | -61.2% | -$313.46万 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC | $179.20万 | 0.09% | 400,000 | -600,000 | -60.0% | -$268.80万 | 减仓 |
| FATE | FATE THERAPEUTICS INC | $140.13万 | 0.07% | 1,167,773 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $85.78万 | 0.04% | 439,878 | -527,357 | -54.5% | -$102.83万 | 减仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $62.35万 | 0.03% | 399,700 | 399,700 | — | $62.35万 | 新建仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $35.80万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -900,000 | -100.0% | -$6,491.70万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$3,626.88万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -700,000 | -100.0% | -$2,674.70万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -2,814,000 | -100.0% | -$2,541.04万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -127,788 | -100.0% | -$2,383.25万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -23,331 | -100.0% | -$1,540.06万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,471.20万 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -275,000 | -100.0% | -$1,268.85万 | 清仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $0 | 0.00% | 0 | -290,292 | -100.0% | -$1,086.27万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,078.80万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -1,400,000 | -100.0% | -$980.00万 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -556,359 | -100.0% | -$855.68万 | 清仓 |
| VSTM | VERASTEM INC | $0 | 0.00% | 0 | -1,069,810 | -100.0% | -$825.89万 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$801.30万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -349,220 | -100.0% | -$751.52万 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | -351,252 | -100.0% | -$657.19万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -800,000 | -100.0% | -$624.00万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -8,000 | -100.0% | -$617.50万 | 清仓 |
| IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | -2,333,333 | -100.0% | -$462.00万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -21,880 | -100.0% | -$220.09万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -40,000 | -100.0% | -$195.76万 | 清仓 |
| STRO | SUTRO BIOPHARMA INC | $0 | 0.00% | 0 | -139,617 | -100.0% | -$161.54万 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | -140,000 | -100.0% | -$158.06万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -15,640 | -100.0% | -$124.57万 | 清仓 |
| ZYME | ZYMEWORKS INC | $0 | 0.00% | 0 | -34,631 | -100.0% | -$91.18万 | 清仓 |
| — | ADICET BIO INC | $0 | 0.00% | 0 | -6,158 | -100.0% | -$5.18万 | 清仓 |
| — | TSCAN THERAPEUTICS INC | $0 | 0.00% | 0 | -46,131 | -100.0% | -$4.61万 | 清仓 |
| — | CASSAVA SCIENCES INC | $0 | 0.00% | 0 | -7,073 | -100.0% | -$1.40万 | 清仓 |