Opaleye Management Inc.
BOSTON MA · SEC CIK 0001595855
$11.04亿2026Q2 申报市值
58持仓数
64.8%前十大占比 · 第一大 17.7%
13 / 9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
IRON 加仓+$3,174.28万
IMMX 新建仓+$2,417.70万
MGTX 加仓+$1,927.53万
GLUE 新建仓+$1,802.90万
REPL 新建仓+$1,533.19万
2026Q2 卖出最多 按季末市值估算
CATX 清仓-$1,949.47万
HROW 减仓-$1,835.68万
LQDA 减仓-$777.37万
SANUWAVE HEALTH 减仓-$675.13万
JBIO 减仓-$627.95万
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 |
|---|---|---|---|---|---|---|---|---|
| LQDA | LIQUIDIA CORPORATION | $1.95亿 | 17.67% | 2,447,500 | -97,500 | -3.8% | -$777.37万 | 减仓 |
| ETON | ETON PHARMACEUTICALS INC | $1.04亿 | 9.38% | 2,860,000 | 0 | 0.0% | — | 不变 |
| HROW | HARROW INC | $1.02亿 | 9.23% | 2,400,000 | -432,230 | -15.3% | -$1,835.68万 | 减仓 |
| IRON | DISC MEDICINE INC | $6,253.47万 | 5.66% | 855,000 | 434,000 | 103.1% | $3,174.28万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $5,299.19万 | 4.80% | 1,439,996 | 9,996 | 0.7% | $36.79万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $5,176.47万 | 4.69% | 390,000 | 0 | 0.0% | — | 不变 |
| MGTX | MEIRAGTX HLDGS PLC | $4,796.05万 | 4.34% | 3,550,000 | 1,426,741 | 67.2% | $1,927.53万 | 加仓 |
| — | SOL-GEL TECHNOLOGIES LTD | $3,707.00万 | 3.36% | 500,000 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC | $3,276.00万 | 2.97% | 6,300,000 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $2,939.29万 | 2.66% | 535,000 | 0 | 0.0% | — | 不变 |
| IMMX | IMMIX BIOPHARMA INC | $2,417.70万 | 2.19% | 2,345,000 | 2,345,000 | — | $2,417.70万 | 新建仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $2,374.83万 | 2.15% | 1,319,351 | 6,736 | 0.5% | $12.12万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $2,290.40万 | 2.07% | 700,000 | 0 | 0.0% | — | 不变 |
| — | ALPHA COGNITION INC | $2,090.53万 | 1.89% | 2,895,467 | 333,517 | 13.0% | $240.80万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $2,031.50万 | 1.84% | 500,000 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $1,872.80万 | 1.70% | 100,000 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,802.90万 | 1.63% | 745,000 | 745,000 | — | $1,802.90万 | 新建仓 |
| ALMS | ALUMIS INC | $1,547.70万 | 1.40% | 550,000 | 0 | 0.0% | — | 不变 |
| CDXS | CODEXIS INC | $1,533.41万 | 1.39% | 6,785,000 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $1,533.19万 | 1.39% | 1,384,993 | 1,384,993 | — | $1,533.19万 | 新建仓 |
| — | XOMA ROYALTY CORPORATION | $1,438.09万 | 1.30% | 338,374 | 38,374 | 12.8% | $163.09万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $1,435.20万 | 1.30% | 260,000 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,360.12万 | 1.23% | 122,500 | -500 | -0.4% | -$5.55万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $1,251.27万 | 1.13% | 3,861,930 | 1,934,933 | 100.4% | $626.92万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1,225.80万 | 1.11% | 100,000 | 0 | 0.0% | — | 不变 |
| CABA | CABALETTA BIO INC | $1,201.64万 | 1.09% | 3,863,800 | 2,483,800 | 180.0% | $772.46万 | 加仓 |
| QTTB | Q32 BIO INC | $1,186.09万 | 1.07% | 931,000 | -325,228 | -25.9% | -$414.34万 | 减仓 |
| ANNX | ANNEXON INC | $978.95万 | 0.89% | 1,714,451 | -617,310 | -26.5% | -$352.48万 | 减仓 |
| VSTM | VERASTEM INC | $687.60万 | 0.62% | 1,800,000 | 1,800,000 | — | $687.60万 | 新建仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $685.14万 | 0.62% | 1,412,656 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $647.02万 | 0.59% | 935,000 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $589.20万 | 0.53% | 600,000 | 0 | 0.0% | — | 不变 |
| TRVI | TREVI THERAPEUTICS INC | $578.15万 | 0.52% | 310,000 | -35,100 | -10.2% | -$65.46万 | 减仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $533.40万 | 0.48% | 700,000 | 646,718 | 1,213.8% | $492.80万 | 加仓 |
| LYEL | LYELL IMMUNOPHARMA INC | $483.36万 | 0.44% | 344,025 | 264,928 | 334.9% | $372.22万 | 加仓 |
| IRD | OPUS GENETICS INC | $462.38万 | 0.42% | 1,125,000 | 5,000 | 0.4% | $2.06万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $444.80万 | 0.40% | 334,437 | 222,146 | 197.8% | $295.45万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $423.00万 | 0.38% | 250,000 | 5,000 | 2.0% | $8.46万 | 加仓 |
| — | VOYAGER THERAPEUTICS INC | $414.75万 | 0.38% | 1,185,000 | 35,000 | 3.0% | $12.25万 | 加仓 |
| — | BIODESIX INC | $405.90万 | 0.37% | 180,000 | -58,047 | -24.4% | -$130.90万 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $342.00万 | 0.31% | 1,000,000 | 45,000 | 4.7% | $15.39万 | 加仓 |
| JBIO | JADE BIOSCIENCES INC | $322.19万 | 0.29% | 145,000 | -282,608 | -66.1% | -$627.95万 | 减仓 |
| — | SANUWAVE HEALTH INC | $306.14万 | 0.28% | 306,140 | -675,127 | -68.8% | -$675.13万 | 减仓 |
| — | FORTRESS BIOTECH INC | $272.34万 | 0.25% | 890,000 | -152,000 | -14.6% | -$46.51万 | 减仓 |
| — | JOURNEY MED CORP | $247.80万 | 0.22% | 350,000 | -610,000 | -63.5% | -$431.88万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $201.36万 | 0.18% | 185,589 | 185,589 | — | $201.36万 | 新建仓 |
| INBX | INHIBRX BIOSCIENCES INC | $192.26万 | 0.17% | 20,291 | 20,291 | — | $192.26万 | 新建仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $182.25万 | 0.17% | 125,000 | 0 | 0.0% | — | 不变 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $175.03万 | 0.16% | 47,652 | 47,652 | — | $175.03万 | 新建仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $130.78万 | 0.12% | 65,000 | 65,000 | — | $130.78万 | 新建仓 |
| CGON | CG ONCOLOGY INC | $126.39万 | 0.11% | 17,789 | -77,011 | -81.2% | -$547.16万 | 减仓 |
| BHVN | BIOHAVEN LTD | $115.94万 | 0.10% | 77,915 | 77,915 | — | $115.94万 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $109.28万 | 0.10% | 235,000 | -87,600 | -27.2% | -$40.73万 | 减仓 |
| — | PASITHEA THERAPEUTICS CORP | $105.66万 | 0.10% | 2,050,000 | 2,050,000 | — | $105.66万 | 新建仓 |
| — | ADC THERAPEUTICS SA | $74.90万 | 0.07% | 700,000 | 700,000 | — | $74.90万 | 新建仓 |
| — | OKYO PHARMA LTD | $56.28万 | 0.05% | 375,204 | 375,204 | — | $56.28万 | 新建仓 |
| — | PALATIN TECHNOLOGIES INC | $22.12万 | 0.02% | 20,500 | 20,500 | — | $22.12万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $1.34万 | 0.00% | 18,444 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -4,675,000 | -100.0% | -$1,949.47万 | 清仓 |
| — | ASSERTIO HOLDINGS INC | $0 | 0.00% | 0 | -265,707 | -100.0% | -$506.44万 | 清仓 |
| STRO | SUTRO BIOPHARMA INC | $0 | 0.00% | 0 | -190,671 | -100.0% | -$474.96万 | 清仓 |
| TECX | TECTONIC THERAPEUTIC INC | $0 | 0.00% | 0 | -123,000 | -100.0% | -$380.19万 | 清仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -70,000 | -100.0% | -$189.28万 | 清仓 |
| — | NEXTCURE INC | $0 | 0.00% | 0 | -141,181 | -100.0% | -$150.78万 | 清仓 |
| — | PERSPECTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$83.40万 | 清仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -340,000 | -100.0% | -$73.78万 | 清仓 |
| LBRX | LB PHARMACEUTICALS INC | $0 | 0.00% | 0 | -14,506 | -100.0% | -$35.77万 | 清仓 |