NOVO HOLDINGS A/S
HELLERUP G7 · SEC CIK 0001388325
$12.34亿2026Q1 申报市值
22持仓数
73.9%前十大占比 · 第一大 13.7%
1 / 2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
XENE 新建仓+$2,822.82万
CRM 加仓+$1,176.02万
MIRM 加仓+$563.26万
BBOT 加仓+$201.02万
2026Q1 卖出最多 按季末市值估算
ZBIO 清仓-$5,264.95万
ASML 减仓-$2,509.58万
APOGEE THERAPEUT 减仓-$1,010.04万
ELVN 减仓-$784.00万
VALNEVA SE 减仓-$779.74万
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 |
|---|---|---|---|---|---|---|---|---|
| EWTX | EDGEWISE THERAPEUTICS INC | $1.69亿 | 13.65% | 5,350,000 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $1.41亿 | 11.46% | 3,496,245 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $1.25亿 | 10.16% | 94,946 | -19,000 | -16.7% | -$2,509.58万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1.22亿 | 9.92% | 1,325,000 | 60,972 | 4.8% | $563.26万 | 加仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $7,494.90万 | 6.07% | 3,686,622 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $7,339.62万 | 5.95% | 393,187 | 63,000 | 19.1% | $1,176.02万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $5,629.60万 | 4.56% | 1,550,000 | -75,000 | -4.6% | -$272.40万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $5,017.60万 | 4.07% | 1,280,000 | -200,000 | -13.5% | -$784.00万 | 减仓 |
| PCVX | VAXCYTE INC | $4,997.46万 | 4.05% | 860,000 | -56,160 | -6.1% | -$326.35万 | 减仓 |
| PHVS | PHARVARIS N V | $4,943.75万 | 4.01% | 1,750,000 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA INC | $4,480.52万 | 3.63% | 1,942,142 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $3,912.00万 | 3.17% | 2,000,000 | -380,000 | -16.0% | -$743.28万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $3,806.40万 | 3.08% | 1,200,000 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $3,787.65万 | 3.07% | 450,000 | -120,000 | -21.1% | -$1,010.04万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,728.34万 | 3.02% | 660,000 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $3,398.84万 | 2.75% | 3,650,737 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $3,228.42万 | 2.62% | 257,327 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $2,822.82万 | 2.29% | 485,438 | 485,438 | — | $2,822.82万 | 新建仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $1,956.40万 | 1.59% | 2,185,923 | 224,606 | 11.5% | $201.02万 | 加仓 |
| — | VALNEVA SE | $660.89万 | 0.54% | 1,057,421 | -1,247,579 | -54.1% | -$779.74万 | 减仓 |
| — | LANZATECH GLOBAL INC | $253.19万 | 0.21% | 158,148 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $180.16万 | 0.15% | 441,558 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $0 | 0.00% | 0 | -1,450,000 | -100.0% | -$5,264.95万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | IO BIOTECH INC | $0 | 0.00% | 0 | -2,512,453 | -100.0% | -$152.98万 | 清仓 |