EcoR1 Capital, LLC
San Francisco CA · SEC CIK 0001587114
$23.56亿2026Q1 申报市值
30持仓数
88.9%前十大占比 · 第一大 24.4%
11 / 10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
CENTESSA PHARMAC 加仓+$1.15亿
AKTS 新建仓+$8,630.98万
CGON 加仓+$2,233.44万
RLAY 新建仓+$1,895.24万
ERAS 新建仓+$1,456.20万
2026Q1 卖出最多 按季末市值估算
IMNM 清仓-$6,133.81万
MBX 减仓-$4,019.61万
GPCR 清仓-$2,325.61万
PCVX 清仓-$2,076.30万
AQST 清仓-$1,695.75万
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 |
|---|---|---|---|---|---|---|---|---|
| ZYME | ZYMEWORKS INC | $5.75亿 | 24.41% | 22,970,388 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $4.37亿 | 18.55% | 7,880,094 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3.23亿 | 13.69% | 1,706,469 | 0 | 0.0% | — | 不变 |
| — | CENTESSA PHARMACEUTICALS PLC | $2.38亿 | 10.11% | 6,000,000 | 2,885,000 | 92.6% | $1.15亿 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $1.56亿 | 6.61% | 4,288,120 | 0 | 0.0% | — | 不变 |
| AKTS | AKTIS ONCOLOGY INC | $8,630.98万 | 3.66% | 4,824,469 | 4,824,469 | — | $8,630.98万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $8,524.52万 | 3.62% | 6,728,116 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $7,458.34万 | 3.17% | 1,102,000 | 330,000 | 42.7% | $2,233.44万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $6,608.79万 | 2.80% | 1,389,276 | 0 | 0.0% | — | 不变 |
| ETON | ETON PHARMACEUTICALS INC | $5,360.34万 | 2.28% | 2,171,938 | 141,394 | 7.0% | $348.96万 | 加仓 |
| LKFT | GALAPAGOS NV | $5,001.36万 | 2.12% | 1,667,119 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $2,632.70万 | 1.12% | 2,183,000 | -1,068,112 | -32.9% | -$1,288.14万 | 减仓 |
| NGNE | NEUROGENE INC | $2,563.03万 | 1.09% | 1,271,342 | 0 | 0.0% | — | 不变 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $2,526.70万 | 1.07% | 2,823,126 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $2,319.34万 | 0.98% | 777,000 | -1,346,604 | -63.4% | -$4,019.61万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $1,895.24万 | 0.80% | 1,904,762 | 1,904,762 | — | $1,895.24万 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS PLC 看涨期权 | $1,631.70万 | 0.69% | 410,800 | 410,800 | — | $1,631.70万 | 新建仓 |
| ZBIO | ZENAS BIOPHARMA INC | $1,543.47万 | 0.66% | 789,500 | 0 | 0.0% | — | 不变 |
| ERAS | ERASCA INC | $1,456.20万 | 0.62% | 900,000 | 900,000 | — | $1,456.20万 | 新建仓 |
| EIKN | EIKON THERAPEUTICS INC | $775.10万 | 0.33% | 732,606 | 732,606 | — | $775.10万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $765.00万 | 0.32% | 1,000,000 | 1,000,000 | — | $765.00万 | 新建仓 |
| ZURA | ZURA BIO LTD | $701.93万 | 0.30% | 1,179,715 | 1,179,715 | — | $701.93万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $694.38万 | 0.29% | 625,000 | 625,000 | — | $694.38万 | 新建仓 |
| — | MEREO BIOPHARMA GROUP PLC | $441.17万 | 0.19% | 13,368,855 | 5,512,389 | 70.2% | $181.91万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $325.60万 | 0.14% | 100,000 | 100,000 | — | $325.60万 | 新建仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $323.89万 | 0.14% | 947,049 | 947,049 | — | $323.89万 | 新建仓 |
| — | IBIO INC | $300.77万 | 0.13% | 1,583,000 | -645,000 | -28.9% | -$122.55万 | 减仓 |
| HLXC | HELIX ACQUISITION CORP III USD | $203.20万 | 0.09% | 200,000 | 200,000 | — | $203.20万 | 新建仓 |
| — | ATARA BIOTHERAPEUTICS INC | $47.11万 | 0.02% | 99,593 | -473,590 | -82.6% | -$224.01万 | 减仓 |
| — | SURROZEN INC | $71 | 0.00% | 4,444 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC | $0 | 0.00% | 0 | -2,855,590 | -100.0% | -$6,133.81万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | -334,380 | -100.0% | -$2,325.61万 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -450,000 | -100.0% | -$2,076.30万 | 清仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -2,625,000 | -100.0% | -$1,695.75万 | 清仓 |
| — | VOYAGER THERAPEUTICS INC | $0 | 0.00% | 0 | -4,002,847 | -100.0% | -$1,573.12万 | 清仓 |
| CGON | CG ONCOLOGY INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | -1,660,000 | -100.0% | -$941.22万 | 清仓 |
| EOLS | EVOLUS INC | $0 | 0.00% | 0 | -675,000 | -100.0% | -$448.88万 | 清仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $0 | 0.00% | 0 | -325,000 | -100.0% | -$199.22万 | 清仓 |
| XNCR | XENCOR INC 看涨期权 | $0 | 0.00% | 0 | -67,500 | -100.0% | -$103.34万 | 清仓 |
| — | NUVATION BIO INC | $0 | 0.00% | 0 | -963,333 | -100.0% | -$31.79万 | 清仓 |