NOVO HOLDINGS A/S
HELLERUP G7 · SEC CIK 0001388325
$17.22亿2026Q2 申报市值
25持仓数
73.5%前十大占比 · 第一大 12.6%
5 / 3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
COAG 新建仓+$1.54亿
AVLN 新建仓+$1.28亿
FND 新建仓+$4,730.99万
ALMS 新建仓+$3,095.40万
DYN 新建仓+$2,133.04万
2026Q2 卖出最多 按季末市值估算
APOGEE THERAPEUT 清仓-$3,787.65万
BMRN 清仓-$3,728.34万
MIRM 减仓-$2,341.40万
AVBP 减仓-$1,536.00万
ELVN 减仓-$1,421.00万
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 |
|---|---|---|---|---|---|---|---|---|
| EWTX | EDGEWISE THERAPEUTICS INC | $2.17亿 | 12.62% | 5,350,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $1.89亿 | 10.97% | 94,946 | 0 | 0.0% | — | 不变 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $1.54亿 | 8.92% | 4,180,550 | 4,180,550 | — | $1.54亿 | 新建仓 |
| BN | BROOKFIELD CORP | $1.50亿 | 8.68% | 3,496,245 | 0 | 0.0% | — | 不变 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $1.32亿 | 7.67% | 3,686,622 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1.32亿 | 7.65% | 1,125,000 | -200,000 | -15.1% | -$2,341.40万 | 减仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $1.28亿 | 7.42% | 3,883,289 | 3,883,289 | — | $1.28亿 | 新建仓 |
| CRM | SALESFORCE INC | $6,159.67万 | 3.58% | 393,187 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA INC | $5,211.00万 | 3.03% | 1,500,000 | -442,142 | -22.8% | -$1,536.00万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $5,075.00万 | 2.95% | 1,000,000 | -280,000 | -21.9% | -$1,421.00万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $4,939.44万 | 2.87% | 1,320,000 | -230,000 | -14.8% | -$860.66万 | 减仓 |
| PHVS | PHARVARIS N V | $4,841.20万 | 2.81% | 1,400,000 | -350,000 | -20.0% | -$1,210.30万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $4,730.99万 | 2.75% | 797,000 | 797,000 | — | $4,730.99万 | 新建仓 |
| PCVX | VAXCYTE INC | $4,650.40万 | 2.70% | 800,000 | -60,000 | -7.0% | -$348.78万 | 减仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $4,321.41万 | 2.51% | 3,249,178 | -401,559 | -11.0% | -$534.07万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $3,921.99万 | 2.28% | 2,135,000 | 135,000 | 6.8% | $248.00万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $3,814.03万 | 2.21% | 1,025,000 | -175,000 | -14.6% | -$651.17万 | 减仓 |
| ALMS | ALUMIS INC | $3,095.40万 | 1.80% | 1,100,000 | 1,100,000 | — | $3,095.40万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,930.10万 | 1.70% | 485,438 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $2,469.82万 | 1.43% | 257,327 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $2,133.04万 | 1.24% | 960,394 | 960,394 | — | $2,133.04万 | 新建仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $1,714.50万 | 1.00% | 2,250,000 | 64,077 | 2.9% | $48.83万 | 加仓 |
| INSM | INSMED INC | $1,287.15万 | 0.75% | 120,723 | -79,277 | -39.6% | -$845.25万 | 重新持有 |
| MQ | MARQETA INC | $717.09万 | 0.42% | 441,558 | 0 | 0.0% | — | 不变 |
| — | LANZATECH GLOBAL INC | $107.86万 | 0.06% | 158,148 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -450,000 | -100.0% | -$3,787.65万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -660,000 | -100.0% | -$3,728.34万 | 清仓 |
| — | VALNEVA SE | $0 | 0.00% | 0 | -1,057,421 | -100.0% | -$660.89万 | 清仓 |