Vivo Capital, LLC
Palo Alto CA · SEC CIK 0001674712
$10.95亿2026Q2 申报市值
47持仓数
52.4%前十大占比 · 第一大 8.7%
7 / 6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
TENX 加仓+$3,334.38万
AVBP 加仓+$2,765.93万
ABVX 加仓+$2,336.85万
ACHV 新建仓+$1,796.42万
EDIT 新建仓+$1,151.90万
2026Q2 卖出最多 按季末市值估算
ERAS 减仓-$1.47亿
Terns Pharmaceut 清仓-$7,035.05万
TNGX 减仓-$2,422.68万
PRAX 减仓-$2,269.17万
MANE 清仓-$1,894.50万
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 |
|---|---|---|---|---|---|---|---|---|
| TRVI | Trevi Therapeutics Inc | $9,501.56万 | 8.68% | 5,094,668 | 0 | 0.0% | — | 不变 |
| PRAX | Praxis Precision Medicines | $9,076.69万 | 8.29% | 271,116 | -67,779 | -20.0% | -$2,269.17万 | 减仓 |
| ERAS | Erasca Inc | $7,561.42万 | 6.90% | 4,127,412 | -8,024,068 | -66.0% | -$1.47亿 | 减仓 |
| AVBP | Arrivent BioPharma Inc | $5,843.60万 | 5.34% | 1,682,097 | 796,181 | 89.9% | $2,765.93万 | 加仓 |
| ABVX | Abivax SA - ADR | $5,528.94万 | 5.05% | 414,899 | 175,360 | 73.2% | $2,336.85万 | 加仓 |
| TNGX | Tango Therapeutics Inc | $4,313.16万 | 3.94% | 1,379,769 | -775,011 | -36.0% | -$2,422.68万 | 减仓 |
| CRVS | Corvus Pharmaceuticals Inc | $4,191.89万 | 3.83% | 2,805,816 | 0 | 0.0% | — | 不变 |
| DRUG | Bright Minds Biosciences Inc | $3,911.35万 | 3.57% | 557,172 | 0 | 0.0% | — | 不变 |
| SVA | Sinovac Biotech Ltd. | $3,819.24万 | 3.49% | 5,903,000 | 0 | 0.0% | — | 不变 |
| TENX | Tenax Therapeutics Inc | $3,637.50万 | 3.32% | 2,500,000 | 2,291,667 | 1,100.0% | $3,334.38万 | 加仓 |
| ACRS | Aclaris Therapeutics, Inc. | $3,541.46万 | 3.23% | 6,694,637 | 27,971 | 0.4% | $14.80万 | 加仓 |
| DYN | Dyne Therapeutics Inc | $3,459.13万 | 3.16% | 1,557,466 | 0 | 0.0% | — | 不变 |
| DNTH | Dianthus Therapeutics Inc | $3,450.77万 | 3.15% | 353,998 | 0 | 0.0% | — | 不变 |
| ANRO | Alto Neuroscience Inc | $3,190.18万 | 2.91% | 1,208,858 | 173,307 | 16.7% | $457.36万 | 加仓 |
| DBVT | DBV Technologies SA | $3,025.40万 | 2.76% | 1,844,758 | -822,811 | -30.8% | -$1,349.41万 | 减仓 |
| SABS | SAB Biotherapeutics Inc | $2,846.96万 | 2.60% | 7,299,909 | -4,120,091 | -36.1% | -$1,606.84万 | 减仓 |
| MLTX | Moonlake Immunotherapeutics | $2,725.80万 | 2.49% | 1,400,000 | 400,000 | 40.0% | $778.80万 | 加仓 |
| LBRX | LB Pharmaceuticals Inc | $2,596.40万 | 2.37% | 800,000 | 0 | 0.0% | — | 不变 |
| NERV | Minerva Neurosciences Inc | $2,399.12万 | 2.19% | 4,322,747 | 0 | 0.0% | — | 不变 |
| DSGN | Design Therapeutics Inc | $2,333.87万 | 2.13% | 1,612,903 | 0 | 0.0% | — | 不变 |
| ORIC | Oric Pharmaceuticals Inc | $2,002.24万 | 1.83% | 1,848,786 | 0 | 0.0% | — | 不变 |
| CAMP | CAMP4 Therapeutics Corporation | $1,855.75万 | 1.69% | 4,246,568 | 0 | 0.0% | — | 不变 |
| FTH | Faeth Therapeutics Inc | $1,805.05万 | 1.65% | 722,020 | 0 | 0.0% | — | 不变 |
| ACHV | Achieve Life Sciences Inc. | $1,796.42万 | 1.64% | 2,751,032 | 2,751,032 | — | $1,796.42万 | 新建仓 |
| CMPX | Compass Therapeutics Inc | $1,698.80万 | 1.55% | 7,757,060 | -1,788,406 | -18.7% | -$391.66万 | 减仓 |
| — | AN2 Therapeutics Inc | $1,526.36万 | 1.39% | 3,153,640 | 0 | 0.0% | — | 不变 |
| EDIT | Editas Medicine Inc | $1,151.90万 | 1.05% | 3,555,250 | 3,555,250 | — | $1,151.90万 | 新建仓 |
| GERN | Geron Corp | $1,109.99万 | 1.01% | 8,671,797 | 0 | 0.0% | — | 不变 |
| ODTX | Odyssey Therapeutics Inc | $1,075.83万 | 0.98% | 575,000 | 575,000 | — | $1,075.83万 | 新建仓 |
| EPRX | Eupraxia Pharmaceuticals Inc | $892.35万 | 0.81% | 1,350,000 | 0 | 0.0% | — | 不变 |
| OKUR | Onkure Therapeutics Inc | $879.04万 | 0.80% | 1,927,710 | 0 | 0.0% | — | 不变 |
| OLMA | Olema Pharmaceuticals Inc | $840.48万 | 0.77% | 671,843 | 0 | 0.0% | — | 不变 |
| MNPR | Monopar Therapeutics Inc | $837.94万 | 0.77% | 90,500 | 0 | 0.0% | — | 不变 |
| AURA | Aura Biosciences Inc | $828.33万 | 0.76% | 1,166,667 | 1,166,667 | — | $828.33万 | 新建仓 |
| SRZN | Surrozen Inc | $674.70万 | 0.62% | 260,000 | 0 | 0.0% | — | 不变 |
| ALXO | ALX Oncology Holdings Inc | $659.24万 | 0.60% | 3,184,713 | 0 | 0.0% | — | 不变 |
| — | Satellos Bioscience Inc | $632.63万 | 0.58% | 813,666 | 0 | 0.0% | — | 不变 |
| AVTX | Avalo Therapeutics Inc | $508.20万 | 0.46% | 275,000 | 275,000 | — | $508.20万 | 新建仓 |
| — | Pepgen Inc | $418.50万 | 0.38% | 2,325,000 | 0 | 0.0% | — | 不变 |
| — | Valneva SE | $399.15万 | 0.36% | 763,199 | 763,199 | — | $399.15万 | 新建仓 |
| — | Sera Prognostics Inc | $300.38万 | 0.27% | 1,650,440 | 0 | 0.0% | — | 不变 |
| — | Unicycive Therapeutics | $257.95万 | 0.24% | 550,000 | -1,239,916 | -69.3% | -$581.52万 | 减仓 |
| — | Instil Bio Inc | $225.12万 | 0.21% | 292,743 | 0 | 0.0% | — | 不变 |
| — | InMed Pharmaceuticals Inc | $123.75万 | 0.11% | 798,377 | 798,377 | — | $123.75万 | 新建仓 |
| — | Bolt Biotherapeutics Inc | $27.88万 | 0.03% | 72,414 | 0 | 0.0% | — | 不变 |
| — | Pasithea Therapeutics Corp | $23.99万 | 0.02% | 465,471 | -2,684,529 | -85.2% | -$138.36万 | 减仓 |
| DTIL | Precision Biosciences Inc | $3.67万 | 0.00% | 4,675 | 0 | 0.0% | — | 不变 |
| — | Terns Pharmaceuticals Inc | $0 | 0.00% | 0 | -1,334,418 | -100.0% | -$7,035.05万 | 清仓 |
| MANE | Veradermics Inc | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,894.50万 | 清仓 |
| COGT | Cogent Biosciences Inc | $0 | 0.00% | 0 | -422,300 | -100.0% | -$1,625.43万 | 清仓 |
| — | Soleno Therapeutics Inc | $0 | 0.00% | 0 | -294,909 | -100.0% | -$987.36万 | 清仓 |
| VRDN | Viridian Therapeutics Inc | $0 | 0.00% | 0 | -166,288 | -100.0% | -$325.26万 | 清仓 |
| CMPS | Compass Pathway PLC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$110.60万 | 清仓 |