NEA Management Company, LLC
TIMONIUM MD · SEC CIK 0001512848
$17.59亿2026Q1 申报市值
26持仓数
87.6%前十大占比 · 第一大 19.9%
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
SGP 新建仓+$1.92亿
ZBIO 加仓+$977.50万
KRRO 加仓+$234.44万
2026Q1 卖出最多 按季末市值估算
RYTM 清仓-$3.11亿
CELC 减仓-$1.43亿
Gossamer Bio, In 减仓-$561.51万
Synlogic, Inc. 清仓-$327.35万
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 |
|---|---|---|---|---|---|---|---|---|
| RYTM | Rhythm Pharmaceuticals, Inc. | $0 | 0.00% | 0 | -2,909,956 | -100.0% | -$3.11亿 | 清仓 |
| — | Synlogic, Inc. | $0 | 0.00% | 0 | -2,922,772 | -100.0% | -$327.35万 | 清仓 |
| — | ImageneBio, Inc. | $25.00万 | 0.01% | 50,005 | 0 | 0.0% | — | 不变 |
| — | Gossamer Bio, Inc. | $32.85万 | 0.02% | 1,000,000 | -17,093,034 | -94.5% | -$561.51万 | 减仓 |
| OKUR | OnKure Therapeutics, Inc. | $198.12万 | 0.11% | 478,548 | 0 | 0.0% | — | 不变 |
| — | Marker Therapeutics, Inc. | $211.34万 | 0.12% | 1,625,678 | 0 | 0.0% | — | 不变 |
| — | Senti Biosciences, Inc. | $306.58万 | 0.17% | 3,775,615 | 0 | 0.0% | — | 不变 |
| — | LeonaBio, Inc. | $477.40万 | 0.27% | 464,398 | 0 | 0.0% | — | 不变 |
| NKTX | Nkarta, Inc. | $753.01万 | 0.43% | 3,568,781 | 0 | 0.0% | — | 不变 |
| IVA | Inventiva SA | $802.96万 | 0.46% | 1,462,586 | 0 | 0.0% | — | 不变 |
| — | Black Diamond Therapeutics, Inc. | $947.59万 | 0.54% | 4,448,757 | 0 | 0.0% | — | 不变 |
| — | Champions Oncology, Inc. | $985.39万 | 0.56% | 1,713,720 | 0 | 0.0% | — | 不变 |
| — | X4 Pharmaceuticals, Inc. | $1,335.54万 | 0.76% | 3,233,743 | 0 | 0.0% | — | 不变 |
| KRRO | Korro Bio, Inc. | $1,469.21万 | 0.84% | 1,297,893 | 207,100 | 19.0% | $234.44万 | 加仓 |
| — | CVRx, Inc. | $1,916.67万 | 1.09% | 2,026,083 | 0 | 0.0% | — | 不变 |
| PHAT | Phathom Pharmaceuticals, Inc. | $2,177.75万 | 1.24% | 1,960,169 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR Therapeutics AG | $5,035.62万 | 2.86% | 1,058,570 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC Pharmaceuticals, Inc. | $5,218.29万 | 2.97% | 4,118,621 | 0 | 0.0% | — | 不变 |
| AUPH | Aurinia Pharmaceuticals, Inc. | $5,883.29万 | 3.34% | 3,969,834 | 0 | 0.0% | — | 不变 |
| COUR | Coursera, Inc. | $7,489.04万 | 4.26% | 12,867,769 | 0 | 0.0% | — | 不变 |
| ZBIO | Zenas BioPharma, Inc. | $7,865.39万 | 4.47% | 4,023,219 | 500,000 | 14.2% | $977.50万 | 加仓 |
| MBX | MBX Biosciences, Inc. | $1.08亿 | 6.13% | 3,614,486 | 0 | 0.0% | — | 不变 |
| GLUE | Monte Rosa Therapeutics, Inc. | $1.27亿 | 7.19% | 7,692,298 | 0 | 0.0% | — | 不变 |
| SVRA | Savara, Inc. | $1.34亿 | 7.60% | 24,471,264 | 0 | 0.0% | — | 不变 |
| TRVI | Trevi Therapeutics, Inc. | $1.58亿 | 8.97% | 13,222,228 | 0 | 0.0% | — | 不变 |
| SGP | Spyglass Pharma, Inc. | $1.92亿 | 10.89% | 7,392,301 | 7,392,301 | — | $1.92亿 | 新建仓 |
| CELC | Celcuity Inc. | $2.61亿 | 14.83% | 2,285,561 | -1,250,000 | -35.4% | -$1.43亿 | 减仓 |
| — | Arcellx, Inc. | $3.50亿 | 19.88% | 3,045,262 | 0 | 0.0% | — | 不变 |