Tetragon Partners GP Ltd
GRAND CAYMAN E9 · SEC CIK 0001515070
$5.15亿2026Q1 申报市值
36持仓数
82.0%前十大占比 · 第一大 54.3%
8 / 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
PATH 加仓+$8,610.97万
WARNER BROS DISC 新建仓+$2,536.55万
WK 加仓+$596.30万
DFTX 新建仓+$377.99万
SOLENO THERAPEUT 新建仓+$341.91万
2026Q1 卖出最多 按季末市值估算
TECX 重新持有-$637.18万
RAPT THERAPEUTIC 清仓-$446.31万
ANNX 减仓-$409.96万
AMICUS THERAPEUT 清仓-$371.34万
PRAX 减仓-$225.53万
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 |
|---|---|---|---|---|---|---|---|---|
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -131,770 | -100.0% | -$446.31万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -260,771 | -100.0% | -$371.34万 | 清仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $0 | 0.00% | 0 | -192,518 | -100.0% | -$172.50万 | 清仓 |
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -43,763 | -100.0% | -$94.31万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $27.85万 | 0.05% | 50,000 | 50,000 | — | $27.85万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $29.51万 | 0.06% | 52,984 | 52,984 | — | $29.51万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $82.70万 | 0.16% | 39,473 | 21,755 | 122.8% | $45.58万 | 重新持有 |
| TECX | TECTONIC THERAPEUTIC INC | $116.18万 | 0.23% | 37,588 | -206,140 | -84.6% | -$637.18万 | 重新持有 |
| — | AARDVARK THERAPEUTICS INC | $119.37万 | 0.23% | 316,621 | 316,621 | — | $119.37万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $150.82万 | 0.29% | 10,000 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $180.64万 | 0.35% | 181,543 | -41,580 | -18.6% | -$41.37万 | 重新持有 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $227.93万 | 0.44% | 112,115 | -52,410 | -31.9% | -$106.55万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $313.61万 | 0.61% | 41,764 | 41,764 | — | $313.61万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $321.92万 | 0.62% | 144,620 | 58,549 | 68.0% | $130.33万 | 重新持有 |
| SLN | SILENCE THERAPEUTICS PLC | $332.09万 | 0.64% | 630,161 | 264,792 | 72.5% | $139.55万 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $334.27万 | 0.65% | 119,340 | 36,516 | 44.1% | $102.28万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $339.04万 | 0.66% | 20,059 | -6,875 | -25.5% | -$116.20万 | 减仓 |
| — | SOLENO THERAPEUTICS INC | $341.91万 | 0.66% | 102,125 | 102,125 | — | $341.91万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $377.99万 | 0.73% | 199,994 | 199,994 | — | $377.99万 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $434.26万 | 0.84% | 145,480 | 2,153 | 1.5% | $6.43万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $441.85万 | 0.86% | 317,877 | 45,049 | 16.5% | $62.62万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $467.99万 | 0.91% | 258,132 | 10,135 | 4.1% | $18.37万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $508.06万 | 0.99% | 19,668 | 7,854 | 66.5% | $202.88万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $513.96万 | 1.00% | 15,952 | -7,000 | -30.5% | -$225.53万 | 减仓 |
| IMVT | IMMUNOVANT INC | $542.77万 | 1.05% | 218,507 | 52,320 | 31.5% | $129.96万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $557.65万 | 1.08% | 164,839 | 2,821 | 1.7% | $9.54万 | 加仓 |
| ALKS | ALKERMES PLC | $565.02万 | 1.10% | 159,791 | 18,619 | 13.2% | $65.84万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. 看涨期权 | $591.57万 | 1.15% | 35,000 | 35,000 | — | $591.57万 | 新建仓 |
| PHVS | PHARVARIS N V | $626.05万 | 1.22% | 221,611 | 26,999 | 13.9% | $76.27万 | 加仓 |
| ANNX | ANNEXON INC | $716.02万 | 1.39% | 1,292,455 | -740,000 | -36.4% | -$409.96万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $741.35万 | 1.44% | 103,037 | 33,750 | 48.7% | $242.83万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $797.53万 | 1.55% | 127,198 | 30,263 | 31.2% | $189.75万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $990.67万 | 1.92% | 312,316 | 68,516 | 28.1% | $217.33万 | 加仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $1,311.00万 | 2.55% | 9,500,000 | 0 | 0.0% | — | 不变 |
| CXM | SPRINKLR INC | $1,320.00万 | 2.56% | 2,200,000 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $1,330.00万 | 2.58% | 1,000,000 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $1,490.75万 | 2.89% | 250,000 | 100,000 | 66.7% | $596.30万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2,536.55万 | 4.92% | 923,725 | 923,725 | — | $2,536.55万 | 新建仓 |
| — | KOLIBRI GLOBAL ENERGY INC | $3,752.14万 | 7.28% | 6,834,504 | -100,000 | -1.4% | -$54.90万 | 减仓 |
| PATH | UIPATH INC | $2.80亿 | 54.32% | 25,207,628 | 7,757,628 | 44.5% | $8,610.97万 | 加仓 |