DAFNA Capital Management LLC
LOS ANGELES CA · SEC CIK 0001389933
$4.40亿2026Q1 申报市值
83持仓数
52.4%前十大占比 · 第一大 12.8%
10 / 4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
CMPS 加仓+$889.13万
NKTR 加仓+$648.85万
LRMR 加仓+$490.50万
BCAX 加仓+$318.54万
FULC 新建仓+$157.24万
2026Q1 卖出最多 按季末市值估算
CYTK 减仓-$1,011.72万
AXGN 减仓-$751.61万
ASTRIA THERAPEUT 清仓-$398.95万
RVMD 减仓-$231.81万
XBI 减仓-$229.91万
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 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $5,647.09万 | 12.85% | 580,678 | -23,836 | -3.9% | -$231.81万 | 减仓 |
| XBI | SPDR S&P BIOTECH ETF | $4,068.26万 | 9.25% | 318,505 | -18,000 | -5.3% | -$229.91万 | 减仓 |
| — | STEREOTAXIS INC | $2,517.22万 | 5.73% | 13,680,554 | 0 | 0.0% | — | 不变 |
| — | DAY ONE BIOPHARMACEUTICALS I | $2,097.82万 | 4.77% | 978,463 | -20,700 | -2.1% | -$44.38万 | 减仓 |
| ATRC | ATRICURE INC | $1,704.47万 | 3.88% | 597,431 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $1,588.50万 | 3.61% | 476,740 | -30,000 | -5.9% | -$99.96万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,458.24万 | 3.32% | 250,772 | -37,167 | -12.9% | -$216.13万 | 减仓 |
| CYTK | CYTOKINETICS INC | $1,433.52万 | 3.26% | 217,497 | -153,500 | -41.4% | -$1,011.72万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $1,337.64万 | 3.04% | 2,418,882 | 1,607,836 | 198.2% | $889.13万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $1,188.46万 | 2.70% | 165,178 | 90,180 | 120.2% | $648.85万 | 加仓 |
| IBB | ISHARES NASDAQ BIOTECH INDX | $1,048.47万 | 2.39% | 62,095 | -6,000 | -8.8% | -$101.31万 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $958.67万 | 2.18% | 443,829 | 12,500 | 2.9% | $27.00万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $930.28万 | 2.12% | 70,615 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $913.12万 | 2.08% | 2,029,164 | 1,090,000 | 116.1% | $490.50万 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC | $838.83万 | 1.91% | 421,733 | 160,150 | 61.2% | $318.54万 | 加仓 |
| AXGN | AXOGEN INC | $828.12万 | 1.88% | 249,960 | -226,866 | -47.6% | -$751.61万 | 减仓 |
| BHVN | BIOHAVEN LTD | $715.49万 | 1.63% | 845,735 | -109,500 | -11.5% | -$92.64万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $680.93万 | 1.55% | 355,208 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $611.52万 | 1.39% | 318,500 | 0 | 0.0% | — | 不变 |
| — | ASCENDIS PHARMA A/S | $591.65万 | 1.35% | 4,000,000 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS INC | $550.16万 | 1.25% | 2,434,353 | -359,233 | -12.9% | -$81.19万 | 减仓 |
| DXCM | DEXCOM INC | $541.83万 | 1.23% | 86,279 | -2,000 | -2.3% | -$12.56万 | 减仓 |
| — | KALVISTA PHARMACEUTICALS INC | $538.28万 | 1.22% | 267,402 | -89,400 | -25.1% | -$179.96万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $530.13万 | 1.21% | 23,177 | -5,000 | -17.7% | -$114.36万 | 减仓 |
| MBX | MBX BIOSCIENCES INC | $523.76万 | 1.19% | 175,465 | 10,200 | 6.2% | $30.45万 | 加仓 |
| — | INOGEN INC | $522.32万 | 1.19% | 845,179 | 18,108 | 2.2% | $11.19万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $507.74万 | 1.16% | 217,355 | -60,500 | -21.8% | -$141.33万 | 减仓 |
| ALKS | ALKERMES PLC | $493.21万 | 1.12% | 139,482 | 9,234 | 7.1% | $32.65万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $426.13万 | 0.97% | 130,875 | 22,000 | 20.2% | $71.63万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $409.60万 | 0.93% | 430,248 | 11,993 | 2.9% | $11.42万 | 加仓 |
| LKFT | GALAPAGOS NV | $390.52万 | 0.89% | 130,175 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $373.90万 | 0.85% | 150,524 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $353.54万 | 0.80% | 112,236 | -47,500 | -29.7% | -$149.62万 | 减仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $347.66万 | 0.79% | 171,006 | 27,242 | 18.9% | $55.38万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $334.31万 | 0.76% | 1,370,118 | -10,000 | -0.7% | -$2.44万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $300.12万 | 0.68% | 120,000 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $257.14万 | 0.58% | 15,000 | -1,000 | -6.2% | -$17.14万 | 减仓 |
| — | PROQR THERAPEUTICS N V | $253.94万 | 0.58% | 1,567,561 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $239.21万 | 0.54% | 498,361 | 43,343 | 9.5% | $20.80万 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $234.68万 | 0.53% | 75,000 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $228.10万 | 0.52% | 10,870 | 4,000 | 58.2% | $83.94万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $224.13万 | 0.51% | 46,500 | 9,500 | 25.7% | $45.79万 | 加仓 |
| IMTX | IMMATICS NV | $222.25万 | 0.51% | 225,860 | -35,278 | -13.5% | -$34.71万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC | $217.34万 | 0.49% | 68,518 | 0 | 0.0% | — | 不变 |
| LXEO | LEXEO THERAPEUTICS INC | $216.43万 | 0.49% | 377,059 | 36,200 | 10.6% | $20.78万 | 加仓 |
| ALEC | ALECTOR INC | $195.30万 | 0.44% | 908,351 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $193.67万 | 0.44% | 59,516 | 0 | 0.0% | — | 不变 |
| KURA | KURA ONCOLOGY INC | $191.76万 | 0.44% | 235,868 | 0 | 0.0% | — | 不变 |
| — | PROFOUND MEDICAL CORP | $170.43万 | 0.39% | 263,005 | -22,705 | -7.9% | -$14.71万 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $157.24万 | 0.36% | 205,000 | 205,000 | — | $157.24万 | 新建仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $152.89万 | 0.35% | 368,415 | -7,500 | -2.0% | -$3.11万 | 减仓 |
| — | MEDIWOUND LTD | $152.09万 | 0.35% | 94,405 | -19,207 | -16.9% | -$30.94万 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP | $151.81万 | 0.35% | 95,659 | 95,659 | — | $151.81万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC | $128.00万 | 0.29% | 61,100 | 45,100 | 281.9% | $94.48万 | 加仓 |
| — | ENGENE HOLDINGS INC | $127.59万 | 0.29% | 187,353 | 23,708 | 14.5% | $16.15万 | 加仓 |
| NGNE | NEUROGENE INC | $114.18万 | 0.26% | 56,635 | 28,661 | 102.5% | $57.78万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $111.85万 | 0.25% | 139,285 | -50,780 | -26.7% | -$40.78万 | 减仓 |
| CTMX | CYTOMX THERAPEUTICS INC | $108.10万 | 0.25% | 230,000 | 230,000 | — | $108.10万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $104.47万 | 0.24% | 35,000 | 35,000 | — | $104.47万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $104.27万 | 0.24% | 38,490 | 0 | 0.0% | — | 不变 |
| — | SCYNEXIS INC | $99.66万 | 0.23% | 1,086,956 | 1,086,956 | — | $99.66万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $94.55万 | 0.22% | 98,724 | -42,321 | -30.0% | -$40.53万 | 减仓 |
| INSP | INSPIRE MEDICAL SYSTEMS INC | $93.88万 | 0.21% | 18,200 | 9,600 | 111.6% | $49.52万 | 加仓 |
| — | POLYPID LTD | $91.06万 | 0.21% | 207,900 | 0 | 0.0% | — | 不变 |
| — | TELA BIO INC | $89.34万 | 0.20% | 1,441,029 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $83.09万 | 0.19% | 42,500 | 42,500 | — | $83.09万 | 新建仓 |
| — | VERRICA PHARMACEUTICALS INC | $81.31万 | 0.18% | 153,712 | -19,739 | -11.4% | -$10.44万 | 减仓 |
| FATE | FATE THERAPEUTICS INC | $66.00万 | 0.15% | 550,000 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $65.27万 | 0.15% | 117,812 | -155,000 | -56.8% | -$85.87万 | 减仓 |
| — | ACCURAY INC | $65.22万 | 0.15% | 1,680,508 | 285,000 | 20.4% | $11.06万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA CO | $64.02万 | 0.15% | 20,000 | 20,000 | — | $64.02万 | 新建仓 |
| — | ADICET BIO INC | $63.89万 | 0.15% | 93,812 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $62.22万 | 0.14% | 7,000 | 0 | 0.0% | — | 不变 |
| — | PLIANT THERAPEUTICS INC | $61.36万 | 0.14% | 487,000 | 487,000 | — | $61.36万 | 新建仓 |
| — | COMPUGEN LTD | $54.91万 | 0.12% | 257,783 | -14,619 | -5.4% | -$3.11万 | 减仓 |
| — | ORCHESTRA BIOMED HOLDINGS INC | $53.91万 | 0.12% | 126,841 | 0 | 0.0% | — | 不变 |
| FHTX | FOGHORN THERAPEUTICS INC | $53.47万 | 0.12% | 111,859 | -15,000 | -11.8% | -$7.17万 | 减仓 |
| — | IBIO INC | $36.79万 | 0.08% | 193,638 | 193,638 | — | $36.79万 | 新建仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $29.92万 | 0.07% | 64,492 | 0 | 0.0% | — | 不变 |
| — | ADC THERAPEUTICS SA | $27.03万 | 0.06% | 72,081 | -5,000 | -6.5% | -$1.88万 | 减仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $25.51万 | 0.06% | 45,800 | -5,200 | -10.2% | -$2.90万 | 减仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $24.75万 | 0.06% | 179,316 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC | $13.65万 | 0.03% | 70,000 | 70,000 | — | $13.65万 | 新建仓 |
| — | ASTRIA THERAPEUTICS INC | $0 | 0.00% | 0 | -304,775 | -100.0% | -$398.95万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -254,436 | -100.0% | -$94.65万 | 清仓 |
| BWAY | BRAINSWAY LTD | $0 | 0.00% | 0 | -25,930 | -100.0% | -$24.66万 | 清仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$13.75万 | 清仓 |