Opaleye Management Inc.
BOSTON MA · SEC CIK 0001595855
$7.59亿2026Q1 申报市值
54持仓数
61.5%前十大占比 · 第一大 13.2%
10 / 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
URGN 加仓+$2,088.52万
MGTX 加仓+$1,500.27万
CATX 加仓+$1,455.54万
IRON 加仓+$1,413.07万
QTTB 加仓+$669.52万
2026Q1 卖出最多 按季末市值估算
RYTM 减仓-$5,944.64万
HROW 减仓-$3,782.59万
CGON 减仓-$2,133.27万
ALKS 清仓-$1,371.02万
GOSSAMER BIO INC 清仓-$843.20万
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 |
|---|---|---|---|---|---|---|---|---|
| HROW | HARROW INC | $9,986.44万 | 13.15% | 2,832,230 | -1,072,770 | -27.5% | -$3,782.59万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $8,882.05万 | 11.70% | 2,545,000 | 110,000 | 4.5% | $383.90万 | 加仓 |
| ETON | ETON PHARMACEUTICALS INC | $7,058.48万 | 9.30% | 2,860,000 | 0 | 0.0% | — | 不变 |
| — | SOL-GEL TECHNOLOGIES LTD | $3,961.00万 | 5.22% | 500,000 | 46,261 | 10.2% | $366.48万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $3,532.32万 | 4.65% | 123,000 | -207,000 | -62.7% | -$5,944.64万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $3,282.63万 | 4.32% | 390,000 | 1,743 | 0.4% | $14.67万 | 加仓 |
| IRON | DISC MEDICINE INC | $2,691.87万 | 3.55% | 421,000 | 221,000 | 110.5% | $1,413.07万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $2,571.14万 | 3.39% | 1,430,000 | 1,161,577 | 432.7% | $2,088.52万 | 加仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $2,411.27万 | 3.18% | 1,312,615 | 134,315 | 11.4% | $246.74万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $2,279.20万 | 3.00% | 700,000 | 5,000 | 0.7% | $16.28万 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $1,949.47万 | 2.57% | 4,675,000 | 3,490,500 | 294.7% | $1,455.54万 | 加仓 |
| RZLT | REZOLUTE INC | $1,921.50万 | 2.53% | 6,300,000 | 12,844 | 0.2% | $3.92万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $1,838.74万 | 2.42% | 2,123,259 | 1,732,415 | 443.2% | $1,500.27万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $1,777.27万 | 2.34% | 535,000 | 0 | 0.0% | — | 不变 |
| — | SANUWAVE HEALTH INC | $1,696.61万 | 2.23% | 981,267 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1,575.00万 | 2.07% | 500,000 | 0 | 0.0% | — | 不变 |
| — | ALPHA COGNITION INC | $1,406.51万 | 1.85% | 2,561,950 | 491,166 | 23.7% | $269.65万 | 加仓 |
| ANNX | ANNEXON INC | $1,291.80万 | 1.70% | 2,331,761 | -268,239 | -10.3% | -$148.60万 | 减仓 |
| ALMS | ALUMIS INC | $1,211.65万 | 1.60% | 550,000 | 15,000 | 2.8% | $33.05万 | 加仓 |
| CDXS | CODEXIS INC | $1,105.95万 | 1.46% | 6,785,000 | -4,738 | -0.1% | -$7,723 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1,054.00万 | 1.39% | 100,000 | -5,000 | -4.8% | -$52.70万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $972.50万 | 1.28% | 100,000 | 0 | 0.0% | — | 不变 |
| — | XOMA ROYALTY CORPORATION | $941.10万 | 1.24% | 300,000 | 7,410 | 2.5% | $23.25万 | 加仓 |
| QTTB | Q32 BIO INC | $806.50万 | 1.06% | 1,256,228 | 1,042,865 | 488.8% | $669.52万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $776.10万 | 1.02% | 260,000 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $650.76万 | 0.86% | 935,000 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $641.61万 | 0.85% | 94,800 | -315,200 | -76.9% | -$2,133.27万 | 减仓 |
| JBIO | JADE BIOSCIENCES INC | $600.79万 | 0.79% | 427,608 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $508.20万 | 0.67% | 600,000 | -995,000 | -62.4% | -$842.76万 | 减仓 |
| — | ASSERTIO HOLDINGS INC | $506.44万 | 0.67% | 265,707 | 265,707 | — | $506.44万 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $475.97万 | 0.63% | 1,926,997 | 1,926,997 | — | $475.97万 | 新建仓 |
| STRO | SUTRO BIOPHARMA INC | $474.96万 | 0.63% | 190,671 | 0 | 0.0% | — | 不变 |
| — | JOURNEY MED CORP | $450.24万 | 0.59% | 960,000 | -15,000 | -1.5% | -$7.04万 | 减仓 |
| — | VOYAGER THERAPEUTICS INC | $443.90万 | 0.58% | 1,150,000 | -46,904 | -3.9% | -$18.10万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $411.70万 | 0.54% | 345,100 | 0 | 0.0% | — | 不变 |
| TECX | TECTONIC THERAPEUTIC INC | $380.19万 | 0.50% | 123,000 | -91,747 | -42.7% | -$283.59万 | 减仓 |
| CABA | CABALETTA BIO INC | $371.22万 | 0.49% | 1,380,000 | 480,000 | 53.3% | $129.12万 | 加仓 |
| — | BIODESIX INC | $345.17万 | 0.45% | 238,047 | 238,047 | — | $345.17万 | 新建仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $341.89万 | 0.45% | 955,000 | 0 | 0.0% | — | 不变 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $330.56万 | 0.44% | 1,412,656 | 11,750 | 0.8% | $2.75万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $314.09万 | 0.41% | 245,000 | 245,000 | — | $314.09万 | 新建仓 |
| — | FORTRESS BIOTECH INC | $290.72万 | 0.38% | 1,042,000 | -48,000 | -4.4% | -$13.39万 | 减仓 |
| IRD | OPUS GENETICS INC | $225.12万 | 0.30% | 1,120,000 | 0 | 0.0% | — | 不变 |
| RIGL | RIGEL PHARMACEUTICALS INC | $189.28万 | 0.25% | 70,000 | 0 | 0.0% | — | 不变 |
| AVIR | ATEA PHARMACEUTICALS INC | $173.56万 | 0.23% | 322,600 | 142,785 | 79.4% | $76.82万 | 加仓 |
| LYEL | LYELL IMMUNOPHARMA INC | $158.67万 | 0.21% | 79,097 | 79,097 | — | $158.67万 | 新建仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $157.88万 | 0.21% | 125,000 | 50,000 | 66.7% | $63.15万 | 加仓 |
| — | NEXTCURE INC | $150.78万 | 0.20% | 141,181 | 141,181 | — | $150.78万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $104.54万 | 0.14% | 112,291 | 112,291 | — | $104.54万 | 新建仓 |
| — | PERSPECTIVE THERAPEUTICS INC | $83.40万 | 0.11% | 200,000 | 200,000 | — | $83.40万 | 新建仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $73.78万 | 0.10% | 340,000 | -2,138,176 | -86.3% | -$463.98万 | 减仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $47.69万 | 0.06% | 53,282 | 53,282 | — | $47.69万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $35.77万 | 0.05% | 14,506 | 14,506 | — | $35.77万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $2.12万 | 0.00% | 18,444 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -490,000 | -100.0% | -$1,371.02万 | 清仓 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -2,720,000 | -100.0% | -$843.20万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $0 | 0.00% | 0 | -930,000 | -100.0% | -$684.48万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$508.05万 | 清仓 |
| ZYME | ZYMEWORKS INC | $0 | 0.00% | 0 | -108,929 | -100.0% | -$286.81万 | 清仓 |
| — | ASSERTIO HOLDINGS INC | $0 | 0.00% | 0 | -285,000 | -100.0% | -$258.50万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -251,932 | -100.0% | -$227.49万 | 清仓 |
| — | GENERATION BIO CO | $0 | 0.00% | 0 | -310,000 | -100.0% | -$176.08万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -18,319 | -100.0% | -$140.12万 | 清仓 |
| SLN | SILENCE THERAPEUTICS PLC | $0 | 0.00% | 0 | -78,926 | -100.0% | -$47.99万 | 清仓 |