RA CAPITAL MANAGEMENT, L.P.
BOSTON MA · SEC CIK 0001346824
$94.38亿2026Q1 申报市值
85持仓数
61.3%前十大占比 · 第一大 24.9%
23 / 10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
SGP 新建仓+$2.08亿
ZLAB 新建仓+$1.07亿
SRPT 新建仓+$8,492.05万
DNTH 加仓+$8,392.00万
NUVALENT INC-A 加仓+$6,701.13万
2026Q1 卖出最多 按季末市值估算
CIDARA THERAPEUT 清仓-$7.43亿
AVIDITY BIOSCIEN 清仓-$6.23亿
ARCELLX INC 清仓-$8,261.86万
BLTE 清仓-$6,918.01万
IVVD 清仓-$4,228.42万
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 |
|---|---|---|---|---|---|---|---|---|
| ASND | ASCENDIS PHARMA A/S - ADR | $23.52亿 | 24.92% | 10,281,496 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $6.67亿 | 7.07% | 11,474,599 | 750,000 | 7.0% | $4,358.25万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $5.80亿 | 6.14% | 6,666,837 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $4.67亿 | 4.95% | 12,198,625 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $3.97亿 | 4.21% | 9,905,045 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $3.28亿 | 3.48% | 10,428,437 | 0 | 0.0% | — | 不变 |
| NAMS | NEWAMSTERDAM PHARMA CO NV | $3.06亿 | 3.24% | 9,550,191 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC-A | $2.60亿 | 2.75% | 2,534,145 | 654,088 | 34.8% | $6,701.13万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2.19亿 | 2.32% | 2,611,733 | 1,000,000 | 62.0% | $8,392.00万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $2.08亿 | 2.21% | 7,692,750 | 369,000 | 5.0% | $999.62万 | 加仓 |
| SGP | SPYGLASS PHARMA INC | $2.08亿 | 2.20% | 8,021,117 | 8,021,117 | — | $2.08亿 | 新建仓 |
| WVE | WAVE LIFE SCIENCES LTD | $1.96亿 | 2.07% | 26,975,505 | 8,772,496 | 48.2% | $6,360.06万 | 加仓 |
| SEPN | SEPTERNA INC | $1.68亿 | 1.78% | 6,995,858 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $1.57亿 | 1.66% | 2,450,221 | 474,089 | 24.0% | $3,031.33万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $1.56亿 | 1.65% | 11,189,693 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1.51亿 | 1.60% | 15,827,186 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $1.44亿 | 1.53% | 7,255,993 | 300,000 | 4.3% | $596.70万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1.20亿 | 1.28% | 373,787 | 0 | 0.0% | — | 不变 |
| GHRS | GH RESEARCH PLC | $1.08亿 | 1.14% | 7,676,697 | 0 | 0.0% | — | 不变 |
| ZLAB | ZAI LAB LTD-ADR | $1.07亿 | 1.14% | 5,707,262 | 5,707,262 | — | $1.07亿 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $1.05亿 | 1.12% | 23,555,648 | 0 | 0.0% | — | 不变 |
| VOR | VOR BIOPHARMA INC | $9,642.52万 | 1.02% | 5,404,998 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $9,501.93万 | 1.01% | 63,771,366 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS INC | $8,721.36万 | 0.92% | 10,860,977 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $8,492.05万 | 0.90% | 3,902,596 | 3,902,596 | — | $8,492.05万 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC | $8,179.45万 | 0.87% | 1,621,620 | 0 | 0.0% | — | 不变 |
| EVMN | EVOMMUNE INC | $8,034.17万 | 0.85% | 3,494,638 | 35,868 | 1.0% | $82.46万 | 加仓 |
| CLYM | CLIMB BIO INC | $7,741.14万 | 0.82% | 11,300,939 | 7,111 | 0.1% | $4.87万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $6,724.78万 | 0.71% | 9,339,978 | 3,528,555 | 60.7% | $2,540.56万 | 加仓 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $6,345.53万 | 0.67% | 9,853,302 | 0 | 0.0% | — | 不变 |
| DMRA | DAMORA THERAPEUTICS INC | $6,214.21万 | 0.66% | 2,399,310 | 2,399,310 | — | $6,214.21万 | 新建仓 |
| XNCR | XENCOR INC | $5,906.07万 | 0.63% | 4,897,237 | 4,897,237 | — | $5,906.07万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $5,446.42万 | 0.58% | 2,208,604 | 0 | 0.0% | — | 不变 |
| JBIO | JADE BIOSCIENCES INC | $5,157.87万 | 0.55% | 3,671,083 | 0 | 0.0% | — | 不变 |
| — | ACUMEN PHARMACEUTICALS INC | $4,954.27万 | 0.52% | 20,992,669 | 6,060,606 | 40.6% | $1,430.30万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $4,701.34万 | 0.50% | 5,049,779 | -603,432 | -10.7% | -$561.80万 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $4,643.39万 | 0.49% | 6,053,960 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $4,583.85万 | 0.49% | 1,507,844 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS INC | $4,012.50万 | 0.43% | 17,754,430 | 17,754,430 | — | $4,012.50万 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $3,876.60万 | 0.41% | 2,600,000 | 0 | 0.0% | — | 不变 |
| LENZ | LENZ THERAPEUTICS INC | $3,823.62万 | 0.41% | 4,178,823 | 0 | 0.0% | — | 不变 |
| MNPR | MONOPAR THERAPEUTICS INC | $3,655.63万 | 0.39% | 667,207 | 0 | 0.0% | — | 不变 |
| — | PEPGEN INC | $3,551.42万 | 0.38% | 20,064,545 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $3,163.24万 | 0.34% | 2,972,973 | 1,511,592 | 103.4% | $1,608.33万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $2,942.80万 | 0.31% | 318,554 | 318,554 | — | $2,942.80万 | 新建仓 |
| BIOA | BIOAGE LABS INC | $2,886.98万 | 0.31% | 1,650,648 | 1,650,648 | — | $2,886.98万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $2,870.00万 | 0.30% | 5,000,000 | 0 | 0.0% | — | 不变 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $2,831.64万 | 0.30% | 1,020,410 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC | $2,799.90万 | 0.30% | 9,180,000 | 0 | 0.0% | — | 不变 |
| AKTS | AKTIS ONCOLOGY INC | $2,689.02万 | 0.28% | 1,503,084 | 1,503,084 | — | $2,689.02万 | 新建仓 |
| ALXO | ALX ONCOLOGY HOLDINGS INC | $2,608.88万 | 0.28% | 13,011,849 | 13,011,849 | — | $2,608.88万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $2,551.53万 | 0.27% | 6,804,072 | 6,804,072 | — | $2,551.53万 | 新建仓 |
| OVID | OVID THERAPEUTICS INC | $2,378.51万 | 0.25% | 10,714,000 | 0 | 0.0% | — | 不变 |
| NKTX | NKARTA INC | $2,279.88万 | 0.24% | 10,805,129 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC | $2,218.86万 | 0.24% | 746,841 | -403,159 | -35.1% | -$1,197.79万 | 重新持有 |
| GRAL | GRAIL INC | $2,213.28万 | 0.23% | 428,266 | 0 | 0.0% | — | 不变 |
| CCCC | C4 THERAPEUTICS INC | $2,104.00万 | 0.22% | 8,000,000 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $2,051.37万 | 0.22% | 2,947,369 | 2,947,369 | — | $2,051.37万 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $1,970.25万 | 0.21% | 1,850,000 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $1,933.70万 | 0.20% | 265,000 | 265,000 | — | $1,933.70万 | 新建仓 |
| STRO | SUTRO BIOPHARMA INC | $1,781.83万 | 0.19% | 715,307 | 715,307 | — | $1,781.83万 | 新建仓 |
| CTNM | CONTINEUM THERAPEUTICS INC-A | $1,692.59万 | 0.18% | 1,296,012 | -883,699 | -40.5% | -$1,154.11万 | 减仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $1,685.77万 | 0.18% | 4,401,500 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MEDICAL SYSTEMS INC | $1,679.77万 | 0.18% | 325,663 | 183,699 | 129.4% | $947.52万 | 加仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $1,665.00万 | 0.18% | 3,000,000 | 3,000,000 | — | $1,665.00万 | 新建仓 |
| OKUR | ONKURE THERAPEUTICS INC-A | $1,655.31万 | 0.18% | 3,998,333 | 3,998,333 | — | $1,655.31万 | 新建仓 |
| HNGE | HINGE HEALTH INC-A | $1,405.95万 | 0.15% | 364,613 | 284,500 | 355.1% | $1,097.03万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $1,347.89万 | 0.14% | 209,887 | 151,843 | 261.6% | $975.14万 | 加仓 |
| WAY | WAYSTAR HOLDING CORP | $1,276.38万 | 0.14% | 529,400 | 385,000 | 266.6% | $928.24万 | 加仓 |
| HLXC | HELIX ACQUISITION CORP-CL A | $1,270.00万 | 0.13% | 1,250,000 | 1,250,000 | — | $1,270.00万 | 新建仓 |
| PALI | PALISADE BIO INC | $1,246.72万 | 0.13% | 7,124,116 | 0 | 0.0% | — | 不变 |
| — | ACRIVON THERAPEUTICS INC | $1,159.33万 | 0.12% | 8,340,508 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $1,155.30万 | 0.12% | 864,102 | 864,102 | — | $1,155.30万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $1,067.97万 | 0.11% | 1,917,354 | 1,917,354 | — | $1,067.97万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $989.81万 | 0.10% | 662,968 | 0 | 0.0% | — | 不变 |
| — | PERCEPTIVE CAPITAL SOLUTIONS | $822.75万 | 0.09% | 750,000 | 0 | 0.0% | — | 不变 |
| — | ADICET BIO INC | $805.37万 | 0.09% | 1,182,624 | 234,375 | 24.7% | $159.61万 | 加仓 |
| — | NEWAMSTERDAM PHARMA CO NV-27 | $668.00万 | 0.07% | 333,333 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC | $658.35万 | 0.07% | 450,000 | 450,000 | — | $658.35万 | 新建仓 |
| — | RANI THERAPEUTICS HOLDINGS-A | $624.58万 | 0.07% | 8,500,000 | 0 | 0.0% | — | 不变 |
| EQ | EQUILLIUM INC | $619.27万 | 0.07% | 3,096,336 | 3,096,336 | — | $619.27万 | 新建仓 |
| — | WEREWOLF THERAPEUTICS INC | $556.29万 | 0.06% | 6,681,307 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $538.75万 | 0.06% | 1,864,176 | 1,864,176 | — | $538.75万 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $504.78万 | 0.05% | 248,294 | 248,294 | — | $504.78万 | 新建仓 |
| — | PALATIN TECHNOLOGIES INC | $121.94万 | 0.01% | 70,000 | 0 | 0.0% | — | 不变 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -3,365,523 | -100.0% | -$7.43亿 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -8,641,031 | -100.0% | -$6.23亿 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -1,267,156 | -100.0% | -$8,261.86万 | 清仓 |
| BLTE | BELITE BIO INC - ADR | $0 | 0.00% | 0 | -432,484 | -100.0% | -$6,918.01万 | 清仓 |
| IVVD | INVIVYD INC | $0 | 0.00% | 0 | -17,119,096 | -100.0% | -$4,228.42万 | 清仓 |
| MDLN | MEDLINE INC-CL A | $0 | 0.00% | 0 | -335,000 | -100.0% | -$1,407.00万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -96,628 | -100.0% | -$248.14万 | 清仓 |
| — | QIAGEN N.V. | $0 | 0.00% | 0 | -43,976 | -100.0% | -$208.17万 | 清仓 |
| KIDS | ORTHOPEDIATRICS CORP | $0 | 0.00% | 0 | -109,959 | -100.0% | -$195.29万 | 清仓 |
| — | HEALTH CATALYST INC | $0 | 0.00% | 0 | -793,749 | -100.0% | -$189.71万 | 清仓 |