SAMSARA BIOCAPITAL, LLC
PALO ALTO CA · SEC CIK 0001744967
$10.29亿2026Q1 申报市值
22持仓数
92.0%前十大占比 · 第一大 32.9%
3 / 2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
SGP 新建仓+$5,466.89万
STRO 加仓+$2,138.20万
ALMS 加仓+$1,295.88万
AGMB 新建仓+$629.40万
COHERUS ONCOLOGY 新建仓+$579.43万
2026Q1 卖出最多 按季末市值估算
PVLA 减仓-$827.49万
ABVX 减仓-$210.02万
CTNM 清仓-$82.58万
XFOR 减仓-$52.63万
NUVATION BIO INC 清仓-$4.10万
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 |
|---|---|---|---|---|---|---|---|---|
| CTNM | CONTINEUM THERAPEUTICS INC | $0 | 0.00% | 0 | -72,245 | -100.0% | -$82.58万 | 清仓 |
| — | NUVATION BIO INC | $0 | 0.00% | 0 | -124,119 | -100.0% | -$4.10万 | 清仓 |
| — | GOSSAMER BIO INC | $237.26万 | 0.23% | 7,222,559 | 0 | 0.0% | — | 不变 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $479.05万 | 0.47% | 38,432 | -66,385 | -63.3% | -$827.49万 | 减仓 |
| — | COHERUS ONCOLOGY INC | $579.43万 | 0.56% | 3,428,571 | 3,428,571 | — | $579.43万 | 新建仓 |
| — | RANI THERAPEUTICS HLDGS INC | $624.58万 | 0.61% | 8,500,000 | 0 | 0.0% | — | 不变 |
| AGMB | AGOMAB THERAPEUTICS NV | $629.40万 | 0.61% | 600,000 | 600,000 | — | $629.40万 | 新建仓 |
| ABVX | ABIVAX SA | $630.03万 | 0.61% | 56,581 | -18,861 | -25.0% | -$210.02万 | 减仓 |
| UPB | UPSTREAM BIO INC | $662.44万 | 0.64% | 736,047 | 0 | 0.0% | — | 不变 |
| — | ARCELLX INC | $698.94万 | 0.68% | 60,873 | 0 | 0.0% | — | 不变 |
| NKTX | NKARTA INC | $740.12万 | 0.72% | 3,507,666 | 0 | 0.0% | — | 不变 |
| XFOR | X4 PHARMACEUTICALS INC | $756.85万 | 0.74% | 1,832,566 | -127,434 | -6.5% | -$52.63万 | 减仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $1,037.50万 | 1.01% | 2,500,000 | 0 | 0.0% | — | 不变 |
| — | VTV THERAPEUTICS INC | $1,183.84万 | 1.15% | 298,496 | 0 | 0.0% | — | 不变 |
| JBIO | JADE BIOSCIENCES INC | $1,361.16万 | 1.32% | 968,798 | 0 | 0.0% | — | 不变 |
| STRO | SUTRO BIOPHARMA INC | $2,647.61万 | 2.57% | 1,062,872 | 858,369 | 419.7% | $2,138.20万 | 加仓 |
| IVA | INVENTIVA SA | $2,883.12万 | 2.80% | 5,194,805 | 0 | 0.0% | — | 不变 |
| NGNE | NEUROGENE INC | $3,461.73万 | 3.36% | 1,717,127 | 0 | 0.0% | — | 不变 |
| SGP | SPYGLASS PHARMA INC | $5,466.89万 | 5.31% | 2,109,953 | 2,109,953 | — | $5,466.89万 | 新建仓 |
| — | KALARIS THERAPEUTICS INC | $7,471.04万 | 7.26% | 12,948,081 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $7,567.35万 | 7.35% | 3,149,128 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $1.40亿 | 13.58% | 6,345,219 | 588,235 | 10.2% | $1,295.88万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $1.59亿 | 15.45% | 5,871,018 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $3.39亿 | 32.95% | 6,897,652 | 0 | 0.0% | — | 不变 |