Tetragon Partners GP Ltd
GRAND CAYMAN E9 · SEC CIK 0001515070
$6.35亿2026Q2 申报市值
39持仓数
74.0%前十大占比 · 第一大 53.0%
10 / 7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
PATH 加仓+$6,241.96万
ALKT 新建仓+$1,087.71万
RLAY 加仓+$727.38万
CELC 新建仓+$670.72万
IONS 加仓+$439.34万
2026Q2 卖出最多 按季末市值估算
WARNER BROS DISC 减仓-$1,796.15万
PRAX 清仓-$513.96万
SOLENO THERAPEUT 清仓-$341.91万
AXSM 清仓-$339.04万
MPLT 清仓-$227.93万
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 |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -15,952 | -100.0% | -$513.96万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -102,125 | -100.0% | -$341.91万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $0 | 0.00% | 0 | -20,059 | -100.0% | -$339.04万 | 清仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $0 | 0.00% | 0 | -112,115 | -100.0% | -$227.93万 | 清仓 |
| — | AARDVARK THERAPEUTICS INC | $0 | 0.00% | 0 | -316,621 | -100.0% | -$119.37万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -39,473 | -100.0% | -$82.70万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $0 | 0.00% | 0 | -52,984 | -100.0% | -$29.51万 | 清仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC 看涨期权 | $15.27万 | 0.02% | 8,500 | 8,500 | — | $15.27万 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC 看涨期权 | $109.27万 | 0.17% | 75,100 | 75,100 | — | $109.27万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $135.65万 | 0.21% | 56,052 | 56,052 | — | $135.65万 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $159.90万 | 0.25% | 46,516 | 8,928 | 23.8% | $30.69万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC 看涨期权 | $185.55万 | 0.29% | 50,000 | 50,000 | — | $185.55万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $211.60万 | 0.33% | 400,000 | 400,000 | — | $211.60万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $244.54万 | 0.39% | 250,300 | 200,300 | 400.6% | $195.69万 | 加仓 |
| SNOW | SNOWFLAKE INC | $254.50万 | 0.40% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CUE BIOPHARMA INC | $296.09万 | 0.47% | 93,819 | 93,819 | — | $296.09万 | 新建仓 |
| SLN | SILENCE THERAPEUTICS PLC 看涨期权 | $329.40万 | 0.52% | 300,000 | 300,000 | — | $329.40万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN 看涨期权 | $333.90万 | 0.53% | 100,000 | 100,000 | — | $333.90万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $424.72万 | 0.67% | 167,875 | 23,255 | 16.1% | $58.84万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $535.08万 | 0.84% | 297,926 | -19,951 | -6.3% | -$35.83万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $607.32万 | 0.96% | 86,996 | -16,041 | -15.6% | -$111.98万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $666.50万 | 1.05% | 250,000 | -673,725 | -72.9% | -$1,796.15万 | 减仓 |
| CELC | CELCUITY INC | $670.72万 | 1.06% | 64,110 | 64,110 | — | $670.72万 | 新建仓 |
| ANNX | ANNEXON INC | $709.44万 | 1.12% | 1,242,455 | -50,000 | -3.9% | -$28.55万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $731.00万 | 1.15% | 19,668 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $731.97万 | 1.15% | 201,036 | 81,696 | 68.5% | $297.46万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $762.90万 | 1.20% | 205,579 | 40,740 | 24.7% | $151.19万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $770.48万 | 1.21% | 97,173 | 55,409 | 132.7% | $439.34万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $792.14万 | 1.25% | 356,657 | 98,525 | 38.2% | $218.82万 | 加仓 |
| SLN | SILENCE THERAPEUTICS PLC | $839.15万 | 1.32% | 764,256 | 134,095 | 21.3% | $147.24万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. 看涨期权 | $856.70万 | 1.35% | 35,000 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $986.11万 | 1.55% | 255,934 | 37,427 | 17.1% | $144.21万 | 加仓 |
| ALKS | ALKERMES PLC | $995.39万 | 1.57% | 189,979 | 30,188 | 18.9% | $158.17万 | 加仓 |
| PHVS | PHARVARIS N V | $1,022.28万 | 1.61% | 295,627 | 74,016 | 33.4% | $255.95万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,063.58万 | 1.67% | 130,484 | 3,286 | 2.6% | $26.78万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $1,067.05万 | 1.68% | 570,311 | 388,768 | 214.1% | $727.38万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,080.73万 | 1.70% | 290,441 | -21,875 | -7.0% | -$81.40万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $1,087.71万 | 1.71% | 600,284 | 600,284 | — | $1,087.71万 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $1,123.56万 | 1.77% | 203,543 | 58,063 | 39.9% | $320.51万 | 加仓 |
| CXM | SPRINKLR INC | $1,135.20万 | 1.79% | 2,200,000 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $1,212.75万 | 1.91% | 250,000 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,350.00万 | 2.13% | 286,990 | 86,996 | 43.5% | $409.23万 | 加仓 |
| LYFT | LYFT INC | $1,461.00万 | 2.30% | 1,000,000 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $1,520.00万 | 2.39% | 9,500,000 | 0 | 0.0% | — | 不变 |
| — | KOLIBRI GLOBAL ENERGY INC | $3,384.51万 | 5.33% | 6,834,504 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $3.36亿 | 52.98% | 30,950,000 | 5,742,372 | 22.8% | $6,241.96万 | 加仓 |