Vivo Capital, LLC
Palo Alto CA · SEC CIK 0001674712
$12.03亿2026Q1 申报市值
46持仓数
59.3%前十大占比 · 第一大 16.3%
8 / 9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
ERAS 加仓+$4,656.69万
FTH 新建仓+$2,275.81万
AVBP 新建仓+$2,043.81万
MANE 新建仓+$1,894.50万
AN2 Therapeutics 新建仓+$1,078.54万
2026Q1 卖出最多 按季末市值估算
Terns Pharmaceut 减仓-$2.12亿
Cidara Therapeut 清仓-$2.11亿
COGT 减仓-$7,608.29万
Avadel Pharmaceu 清仓-$5,784.25万
ZBIO 清仓-$3,099.04万
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 |
|---|---|---|---|---|---|---|---|---|
| ERAS | Erasca Inc | $1.97亿 | 16.34% | 12,151,480 | 2,878,052 | 31.0% | $4,656.69万 | 加仓 |
| PRAX | Praxis Precision Medicines | $1.09亿 | 9.08% | 338,895 | 10,000 | 3.0% | $322.19万 | 加仓 |
| — | Terns Pharmaceuticals Inc | $7,035.05万 | 5.85% | 1,334,418 | -4,012,510 | -75.0% | -$2.12亿 | 减仓 |
| TRVI | Trevi Therapeutics Inc | $6,077.94万 | 5.05% | 5,094,668 | 0 | 0.0% | — | 不变 |
| DBVT | DBV Technologies SA | $5,572.55万 | 4.63% | 2,667,569 | 205,943 | 8.4% | $430.21万 | 加仓 |
| CMPX | Compass Therapeutics Inc | $5,049.55万 | 4.20% | 9,545,466 | 0 | 0.0% | — | 不变 |
| TNGX | Tango Therapeutics Inc | $4,507.80万 | 3.75% | 2,154,780 | 0 | 0.0% | — | 不变 |
| SABS | SAB Biotherapeutics Inc | $4,373.86万 | 3.64% | 11,420,000 | 0 | 0.0% | — | 不变 |
| CRVS | Corvus Pharmaceuticals Holdings | $4,104.91万 | 3.41% | 2,805,816 | 571,250 | 25.6% | $835.74万 | 加仓 |
| DRUG | Bright Minds Biosciences Inc | $4,065.68万 | 3.38% | 557,172 | 55,555 | 11.1% | $405.38万 | 加仓 |
| SVA | Sinovac Biotech Ltd. | $3,819.24万 | 3.17% | 5,903,000 | 0 | 0.0% | — | 不变 |
| DNTH | Dianthus Therapeutics Inc | $2,970.75万 | 2.47% | 353,998 | 0 | 0.0% | — | 不变 |
| DYN | Dyne Therapeutics Inc | $2,823.69万 | 2.35% | 1,557,466 | -1,057,494 | -40.4% | -$1,917.24万 | 减仓 |
| ABVX | Abivax SA - ADR | $2,667.27万 | 2.22% | 239,539 | -119,766 | -33.3% | -$1,333.59万 | 减仓 |
| NERV | Minerva Neurosciences Inc | $2,604.46万 | 2.17% | 4,322,747 | 0 | 0.0% | — | 不变 |
| ACRS | Aclaris Therapeutics, Inc. | $2,500.00万 | 2.08% | 6,666,666 | -2,222,222 | -25.0% | -$833.33万 | 减仓 |
| ORIC | Oric Pharmaceuticals Inc | $2,342.41万 | 1.95% | 1,848,786 | -269,598 | -12.7% | -$341.58万 | 减仓 |
| ANRO | Alto Neuroscience Inc | $2,327.92万 | 1.94% | 1,035,551 | 0 | 0.0% | — | 不变 |
| FTH | Sensei Biotherapeutics Inc | $2,275.81万 | 1.89% | 722,020 | 722,020 | — | $2,275.81万 | 新建仓 |
| AVBP | Arrivent BioPharma Inc | $2,043.81万 | 1.70% | 885,916 | 885,916 | — | $2,043.81万 | 新建仓 |
| LBRX | LB Pharmaceuticals Inc | $1,972.80万 | 1.64% | 800,000 | 0 | 0.0% | — | 不变 |
| MANE | Veradermics Inc | $1,894.50万 | 1.57% | 300,000 | 300,000 | — | $1,894.50万 | 新建仓 |
| CAMP | CAMP4 Therapeutics Inc | $1,872.74万 | 1.56% | 4,246,568 | 0 | 0.0% | — | 不变 |
| MLTX | Moonlake Immunotherapeutics | $1,864.00万 | 1.55% | 1,000,000 | 0 | 0.0% | — | 不变 |
| DSGN | Design Therapeutics Inc | $1,716.13万 | 1.43% | 1,612,903 | 0 | 0.0% | — | 不变 |
| COGT | Cogent Biosciences Inc | $1,625.43万 | 1.35% | 422,300 | -1,976,693 | -82.4% | -$7,608.29万 | 减仓 |
| GERN | Geron Corp | $1,292.10万 | 1.07% | 8,671,797 | -18,553,495 | -68.1% | -$2,764.47万 | 减仓 |
| — | Unicycive Therapeutics | $1,177.76万 | 0.98% | 1,789,916 | 0 | 0.0% | — | 不变 |
| — | AN2 Therapeutics Inc | $1,078.54万 | 0.90% | 3,153,640 | 3,153,640 | — | $1,078.54万 | 新建仓 |
| OLMA | Olema Pharmaceuticals Inc | $1,001.72万 | 0.83% | 671,843 | 0 | 0.0% | — | 不变 |
| — | Soleno Therapeutics Inc | $987.36万 | 0.82% | 294,909 | -600,000 | -67.0% | -$2,008.80万 | 减仓 |
| EPRX | Eupraxia Pharmaceuticals Inc | $977.40万 | 0.81% | 1,350,000 | 0 | 0.0% | — | 不变 |
| OKUR | Onkure Therapeutics Inc | $798.07万 | 0.66% | 1,927,710 | 1,927,710 | — | $798.07万 | 新建仓 |
| SRZN | Surrozen Inc | $757.38万 | 0.63% | 260,000 | 0 | 0.0% | — | 不变 |
| ALXO | ALX Oncology Holdings Inc | $638.53万 | 0.53% | 3,184,713 | 3,184,713 | — | $638.53万 | 新建仓 |
| MNPR | Monopar Therapeutics Inc | $495.85万 | 0.41% | 90,500 | 0 | 0.0% | — | 不变 |
| — | Satellos Bioscience Inc | $458.09万 | 0.38% | 813,666 | 813,666 | — | $458.09万 | 新建仓 |
| — | Pepgen Inc | $411.52万 | 0.34% | 2,325,000 | 0 | 0.0% | — | 不变 |
| — | Sera Prognostics Inc | $335.04万 | 0.28% | 1,650,440 | 0 | 0.0% | — | 不变 |
| TENX | Tenax Therapeutics Inc | $333.12万 | 0.28% | 208,333 | 0 | 0.0% | — | 不变 |
| VRDN | Viridian Therapeutics Inc | $325.26万 | 0.27% | 166,288 | -816,288 | -83.1% | -$1,596.66万 | 减仓 |
| — | Instil Bio Inc | $241.22万 | 0.20% | 292,743 | 0 | 0.0% | — | 不变 |
| — | Pasithea Therapeutics Corp | $155.78万 | 0.13% | 2,100,000 | 0 | 0.0% | — | 不变 |
| CMPS | Compass Pathway PLC | $110.60万 | 0.09% | 200,000 | 200,000 | — | $110.60万 | 新建仓 |
| — | Bolt Therapeutics Inc | $29.26万 | 0.02% | 72,414 | 0 | 0.0% | — | 不变 |
| DTIL | Precision Biosciences Inc | $2.57万 | 0.00% | 4,675 | 0 | 0.0% | — | 不变 |
| — | Cidara Therapeutics, Inc. | $0 | 0.00% | 0 | -956,670 | -100.0% | -$2.11亿 | 清仓 |
| — | Avadel Pharmaceuticals PLC | $0 | 0.00% | 0 | -2,684,109 | -100.0% | -$5,784.25万 | 清仓 |
| ZBIO | Zenas Biopharma Inc | $0 | 0.00% | 0 | -853,495 | -100.0% | -$3,099.04万 | 清仓 |
| CTMX | Cytomx Therapeutics Inc | $0 | 0.00% | 0 | -2,884,615 | -100.0% | -$1,228.85万 | 清仓 |
| ABEO | Abeona Therapeutics, Inc. | $0 | 0.00% | 0 | -1,842,751 | -100.0% | -$971.13万 | 清仓 |
| VSTM | Verastem Inc | $0 | 0.00% | 0 | -1,106,524 | -100.0% | -$854.24万 | 清仓 |
| SLN | Silence Therapeutics PLC | $0 | 0.00% | 0 | -1,105,454 | -100.0% | -$672.12万 | 清仓 |
| PALI | Palisade Bio Inc | $0 | 0.00% | 0 | -2,293,578 | -100.0% | -$538.99万 | 清仓 |
| — | EnGene Holdings Inc | $0 | 0.00% | 0 | -285,046 | -100.0% | -$84.37万 | 清仓 |