RA CAPITAL MANAGEMENT, L.P.
BOSTON MA · SEC CIK 0001346824
$115.08亿2026Q2 申报市值
84持仓数
60.4%前十大占比 · 第一大 23.8%
17 / 18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
ASND 新建仓+$27.42亿
PBLS 新建仓+$7.92亿
COAG 新建仓+$2.87亿
ABVX 新建仓+$1.51亿
ORKA 新建仓+$1.48亿
2026Q2 卖出最多 按季末市值估算
ASND 清仓-$23.52亿
DNTH 清仓-$2.19亿
NUVALENT INC-A 减仓-$1.59亿
PRAX 清仓-$1.20亿
SRPT 清仓-$8,492.05万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ASND | ASCENDIS PHARMA A/S - ADR | $0 | 0.00% | 0 | -10,281,496 | -100.0% | -$23.52亿 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -2,611,733 | -100.0% | -$2.19亿 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -373,787 | -100.0% | -$1.20亿 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -3,902,596 | -100.0% | -$8,492.05万 | 清仓 |
| SYRE | SPYRE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,621,620 | -100.0% | -$8,179.45万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -6,053,960 | -100.0% | -$4,643.39万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,600,000 | -100.0% | -$3,876.60万 | 清仓 |
| DSGN | DESIGN THERAPEUTICS INC | $0 | 0.00% | 0 | -2,972,973 | -100.0% | -$3,163.24万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -746,841 | -100.0% | -$2,218.86万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -428,266 | -100.0% | -$2,213.28万 | 清仓 |
| RLMD | RELMADA THERAPEUTICS INC | $0 | 0.00% | 0 | -2,947,369 | -100.0% | -$2,051.37万 | 清仓 |
| STRO | SUTRO BIOPHARMA INC | $0 | 0.00% | 0 | -715,307 | -100.0% | -$1,781.83万 | 清仓 |
| CTNM | CONTINEUM THERAPEUTICS INC-A | $0 | 0.00% | 0 | -1,296,012 | -100.0% | -$1,692.59万 | 清仓 |
| INSP | INSPIRE MEDICAL SYSTEMS INC | $0 | 0.00% | 0 | -325,663 | -100.0% | -$1,679.77万 | 清仓 |
| HNGE | HINGE HEALTH INC-A | $0 | 0.00% | 0 | -364,613 | -100.0% | -$1,405.95万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -209,887 | -100.0% | -$1,347.89万 | 清仓 |
| RNA | ATRIUM THERAPEUTICS INC | $0 | 0.00% | 0 | -864,102 | -100.0% | -$1,155.30万 | 清仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $0 | 0.00% | 0 | -248,294 | -100.0% | -$504.78万 | 清仓 |
| — | PALATIN TECHNOLOGIES INC | $67.03万 | 0.01% | 62,124 | -7,876 | -11.3% | -$8.50万 | 减仓 |
| — | WEREWOLF THERAPEUTICS INC | $85.93万 | 0.01% | 2,387,744 | -4,293,563 | -64.3% | -$154.53万 | 减仓 |
| — | AMANAT ACQUISITION CORP CL A | $381.00万 | 0.03% | 375,000 | 375,000 | — | $381.00万 | 新建仓 |
| — | JATT II ACQUISITION CORP | $568.00万 | 0.05% | 500,000 | 500,000 | — | $568.00万 | 新建仓 |
| — | RANI THERAPEUTICS HOLDINGS-A | $646.34万 | 0.06% | 8,500,000 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC | $672.30万 | 0.06% | 450,000 | 0 | 0.0% | — | 不变 |
| — | NEWAMSTERDAM PHARMA CO NV-27 | $712.33万 | 0.06% | 333,333 | 0 | 0.0% | — | 不变 |
| — | ADICET BIO INC | $805.79万 | 0.07% | 932,624 | -250,000 | -21.1% | -$216.00万 | 减仓 |
| — | PERCEPTIVE CAPITAL SOLUTIONS | $816.00万 | 0.07% | 750,000 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $861.25万 | 0.07% | 1,864,176 | 0 | 0.0% | — | 不变 |
| EQ | EQUILLIUM INC | $990.83万 | 0.09% | 3,096,336 | 0 | 0.0% | — | 不变 |
| WAY | WAYSTAR HOLDING CORP | $1,086.86万 | 0.09% | 529,400 | 0 | 0.0% | — | 不变 |
| HLXC | HELIX ACQUISITION CORP-CL A | $1,330.00万 | 0.12% | 1,250,000 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $1,488.94万 | 0.13% | 7,124,116 | 0 | 0.0% | — | 不变 |
| SPTX | SEAPORT THERAPEUTICS INC | $1,520.40万 | 0.13% | 700,000 | 700,000 | — | $1,520.40万 | 新建仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $1,716.59万 | 0.15% | 4,401,500 | 0 | 0.0% | — | 不变 |
| AURA | AURA BIOSCIENCES INC | $1,775.00万 | 0.15% | 2,500,000 | 2,500,000 | — | $1,775.00万 | 新建仓 |
| FTH | FAETH THERAPEUTICS INC | $1,805.05万 | 0.16% | 722,020 | 722,020 | — | $1,805.05万 | 新建仓 |
| OKUR | ONKURE THERAPEUTICS INC-A | $1,823.24万 | 0.16% | 3,998,333 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $1,848.00万 | 0.16% | 1,000,000 | 337,032 | 50.8% | $622.84万 | 加仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $1,860.30万 | 0.16% | 265,000 | 0 | 0.0% | — | 不变 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $1,873.25万 | 0.16% | 1,917,354 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $1,976.00万 | 0.17% | 6,500,000 | 6,500,000 | — | $1,976.00万 | 新建仓 |
| — | ACRIVON THERAPEUTICS INC | $2,176.83万 | 0.19% | 12,229,396 | 3,888,888 | 46.6% | $692.22万 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC | $2,327.50万 | 0.20% | 5,000,000 | 0 | 0.0% | — | 不变 |
| LENZ | LENZ THERAPEUTICS INC | $2,373.57万 | 0.21% | 4,178,823 | 0 | 0.0% | — | 不变 |
| BNTC | BENITEC BIOPHARMA INC | $2,475.30万 | 0.22% | 1,850,000 | 0 | 0.0% | — | 不变 |
| ALXO | ALX ONCOLOGY HOLDINGS INC | $2,693.45万 | 0.23% | 13,011,849 | 0 | 0.0% | — | 不变 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $2,804.09万 | 0.24% | 1,020,410 | 0 | 0.0% | — | 不变 |
| OVID | OVID THERAPEUTICS INC | $2,824.76万 | 0.25% | 10,500,968 | -213,032 | -2.0% | -$57.31万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $2,880.04万 | 0.25% | 8,889,000 | 8,889,000 | — | $2,880.04万 | 新建仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $2,955.00万 | 0.26% | 3,000,000 | 0 | 0.0% | — | 不变 |
| QTTB | Q32 BIO INC | $2,971.55万 | 0.26% | 2,332,457 | 2,332,457 | — | $2,971.55万 | 新建仓 |
| NKTX | NKARTA INC | $3,057.85万 | 0.27% | 10,805,129 | 0 | 0.0% | — | 不变 |
| PRLD | PRELUDE THERAPEUTICS INC | $3,451.65万 | 0.30% | 6,475,882 | 6,475,882 | — | $3,451.65万 | 新建仓 |
| — | PEPGEN INC | $3,611.62万 | 0.31% | 20,064,545 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $3,630.89万 | 0.32% | 1,507,844 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,729.31万 | 0.32% | 318,554 | 0 | 0.0% | — | 不变 |
| CCCC | C4 THERAPEUTICS INC | $3,736.00万 | 0.32% | 8,000,000 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC | $4,097.21万 | 0.36% | 1,671,648 | 21,000 | 1.3% | $51.47万 | 加仓 |
| AKTS | AKTIS ONCOLOGY INC | $4,236.33万 | 0.37% | 1,314,405 | -188,679 | -12.6% | -$608.11万 | 减仓 |
| IPSC | CENTURY THERAPEUTICS INC | $4,349.84万 | 0.38% | 17,754,430 | 0 | 0.0% | — | 不变 |
| VOR | VOR BIOPHARMA INC | $4,422.26万 | 0.38% | 2,402,095 | -3,002,903 | -55.6% | -$5,528.34万 | 减仓 |
| EVMN | EVOMMUNE INC | $4,644.37万 | 0.40% | 3,494,638 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC | $4,911.42万 | 0.43% | 9,445,039 | 265,039 | 2.9% | $137.82万 | 加仓 |
| GERN | GERON CORP | $5,479.65万 | 0.48% | 42,809,751 | -20,961,615 | -32.9% | -$2,683.09万 | 减仓 |
| — | ACUMEN PHARMACEUTICALS INC | $5,605.04万 | 0.49% | 20,992,669 | 0 | 0.0% | — | 不变 |
| MNPR | MONOPAR THERAPEUTICS INC | $6,177.67万 | 0.54% | 667,207 | 0 | 0.0% | — | 不变 |
| DMRA | DAMORA THERAPEUTICS INC | $6,241.62万 | 0.54% | 2,399,702 | 392 | 0.0% | $1.02万 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $6,543.75万 | 0.57% | 18,750,000 | 18,750,000 | — | $6,543.75万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $6,716.21万 | 0.58% | 5,049,779 | 0 | 0.0% | — | 不变 |
| ACRS | ACLARIS THERAPEUTICS INC | $6,730.48万 | 0.58% | 12,723,026 | 5,918,954 | 87.0% | $3,131.13万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $7,056.00万 | 0.61% | 1,500,000 | 1,500,000 | — | $7,056.00万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $7,168.02万 | 0.62% | 2,208,604 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $7,659.56万 | 0.67% | 4,526,926 | 4,526,926 | — | $7,659.56万 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC | $8,157.15万 | 0.71% | 3,671,083 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $8,491.58万 | 0.74% | 5,274,274 | 377,037 | 7.7% | $607.03万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $8,699.64万 | 0.76% | 10,860,977 | 0 | 0.0% | — | 不变 |
| ZLAB | ZAI LAB LTD-ADR | $1.09亿 | 0.95% | 5,743,533 | 36,271 | 0.6% | $68.91万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $1.20亿 | 1.04% | 12,036,126 | 2,696,148 | 28.9% | $2,693.45万 | 加仓 |
| CLYM | CLIMB BIO INC | $1.47亿 | 1.28% | 11,300,939 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC | $1.48亿 | 1.29% | 1,554,597 | 1,554,597 | — | $1.48亿 | 新建仓 |
| ABVX | ABIVAX SA-ADR | $1.51亿 | 1.31% | 1,132,557 | 1,132,557 | — | $1.51亿 | 新建仓 |
| — | NUVALENT INC-A | $1.54亿 | 1.34% | 1,246,456 | -1,287,689 | -50.8% | -$1.59亿 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $1.57亿 | 1.36% | 26,975,505 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1.58亿 | 1.38% | 15,827,186 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $1.60亿 | 1.39% | 23,555,648 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC | $1.72亿 | 1.49% | 11,189,693 | 0 | 0.0% | — | 不变 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $1.74亿 | 1.51% | 17,955,642 | 8,102,340 | 82.2% | $7,859.27万 | 加仓 |
| SGP | SPYGLASS PHARMA INC | $1.79亿 | 1.55% | 8,021,117 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $1.79亿 | 1.56% | 2,450,221 | 0 | 0.0% | — | 不变 |
| GHRS | GH RESEARCH PLC | $2.05亿 | 1.78% | 7,636,813 | -39,884 | -0.5% | -$107.21万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $2.08亿 | 1.80% | 7,692,750 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $2.15亿 | 1.87% | 7,255,993 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $2.34亿 | 2.04% | 6,995,858 | 0 | 0.0% | — | 不变 |
| COAG | HEMAB THERAPEUTICS HOLDINGS | $2.87亿 | 2.49% | 7,808,627 | 7,808,627 | — | $2.87亿 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA CO NV | $3.24亿 | 2.81% | 9,550,191 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $3.41亿 | 2.96% | 8,392,730 | -2,035,707 | -19.5% | -$8,271.08万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $3.90亿 | 3.39% | 12,198,625 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $4.36亿 | 3.79% | 9,905,045 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $6.67亿 | 5.80% | 11,474,599 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $7.40亿 | 6.43% | 6,666,837 | 0 | 0.0% | — | 不变 |