EcoR1 Capital, LLC
San Francisco CA · SEC CIK 0001587114
$20.57亿2026Q2 申报市值
33持仓数
86.3%前十大占比 · 第一大 29.2%
10 / 8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
TRAX 新建仓+$6,387.13万
CGON 加仓+$2,787.29万
FULC 新建仓+$2,397.25万
LEGN 新建仓+$2,310.40万
STOK 加仓+$2,077.72万
2026Q2 卖出最多 按季末市值估算
JAZZ 清仓-$3.23亿
CENTESSA PHARMAC 清仓-$2.38亿
CRINETICS PHARMA 清仓-$1.56亿
XNCR 清仓-$2,632.70万
RLAY 减仓-$2,257.95万
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 |
|---|---|---|---|---|---|---|---|---|
| ZYME | ZYMEWORKS INC | $6.00亿 | 29.20% | 22,970,388 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $5.32亿 | 25.86% | 7,880,094 | 0 | 0.0% | — | 不变 |
| AKTS | AKTIS ONCOLOGY INC | $1.55亿 | 7.56% | 4,824,469 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $1.06亿 | 5.16% | 1,494,300 | 392,300 | 35.6% | $2,787.29万 | 加仓 |
| ETON | ETON PHARMACEUTICALS INC | $7,862.42万 | 3.82% | 2,171,938 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $7,577.11万 | 3.68% | 1,389,276 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $7,286.55万 | 3.54% | 6,728,116 | 0 | 0.0% | — | 不变 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $6,387.13万 | 3.11% | 3,174,519 | 3,174,519 | — | $6,387.13万 | 新建仓 |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $4,998.02万 | 2.43% | 1,667,119 | 0 | 0.0% | — | 不变 |
| NGNE | NEUROGENE INC | $3,998.37万 | 1.94% | 1,271,342 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC 看涨期权 | $3,989.46万 | 1.94% | 561,500 | 268,700 | 91.8% | $1,909.11万 | 重新持有 |
| STOK | STOKE THERAPEUTICS INC | $2,404.92万 | 1.17% | 735,000 | 635,000 | 635.0% | $2,077.72万 | 加仓 |
| FULC | FULCRUM THERAPEUTICS INC | $2,397.25万 | 1.17% | 6,549,866 | 6,549,866 | — | $2,397.25万 | 新建仓 |
| LEGN | LEGEND BIOTECH CORP | $2,310.40万 | 1.12% | 800,000 | 800,000 | — | $2,310.40万 | 新建仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $2,151.22万 | 1.05% | 2,823,126 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $2,144.52万 | 1.04% | 388,500 | -388,500 | -50.0% | -$2,144.52万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $2,003.75万 | 0.97% | 789,500 | 0 | 0.0% | — | 不变 |
| — | ATARA BIOTHERAPEUTICS INC | $1,781.70万 | 0.87% | 1,552,000 | 1,452,407 | 1,458.3% | $1,667.36万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $1,305.86万 | 0.63% | 697,948 | -1,206,814 | -63.4% | -$2,257.95万 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $1,183.33万 | 0.58% | 1,666,667 | 1,666,667 | — | $1,183.33万 | 新建仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $1,039.44万 | 0.51% | 555,555 | 555,555 | — | $1,039.44万 | 新建仓 |
| EIKN | EIKON THERAPEUTICS INC | $956.05万 | 0.46% | 732,606 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $812.63万 | 0.40% | 235,000 | 235,000 | — | $812.63万 | 新建仓 |
| ZURA | ZURA BIO LTD | $696.03万 | 0.34% | 1,179,715 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $678.12万 | 0.33% | 625,000 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $655.02万 | 0.32% | 270,000 | 270,000 | — | $655.02万 | 新建仓 |
| ERAS | ERASCA INC | $604.56万 | 0.29% | 330,000 | -570,000 | -63.3% | -$1,044.24万 | 减仓 |
| — | ELOXX PHARMACEUTICALS INC | $555.20万 | 0.27% | 400,000 | 400,000 | — | $555.20万 | 新建仓 |
| — | AARDVARK THERAPEUTICS INC | $228.21万 | 0.11% | 396,194 | 396,194 | — | $228.21万 | 新建仓 |
| HLXC | HELIX ACQUISITION CORP III USD | $212.80万 | 0.10% | 200,000 | 0 | 0.0% | — | 不变 |
| — | MEREO BIOPHARMA GROUP PLC | $31.77万 | 0.02% | 1,000,000 | -12,368,855 | -92.5% | -$392.96万 | 减仓 |
| — | AARDVARK THERAPEUTICS INC 看涨期权 | $8.47万 | 0.00% | 14,700 | 14,700 | — | $8.47万 | 新建仓 |
| — | SURROZEN INC | $73 | 0.00% | 4,444 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -1,706,469 | -100.0% | -$3.23亿 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -6,000,000 | -100.0% | -$2.38亿 | 清仓 |
| — | CRINETICS PHARMACEUTICALS IN | $0 | 0.00% | 0 | -4,288,120 | -100.0% | -$1.56亿 | 清仓 |
| XNCR | XENCOR INC | $0 | 0.00% | 0 | -2,183,000 | -100.0% | -$2,632.70万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC 看涨期权 | $0 | 0.00% | 0 | -410,800 | -100.0% | -$1,631.70万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$765.00万 | 清仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $0 | 0.00% | 0 | -947,049 | -100.0% | -$323.89万 | 清仓 |
| — | IBIO INC | $0 | 0.00% | 0 | -1,583,000 | -100.0% | -$300.77万 | 清仓 |