SAMSARA BIOCAPITAL, LLC
PALO ALTO CA · SEC CIK 0001744967
$12.17亿2026Q2 申报市值
24持仓数
90.5%前十大占比 · 第一大 31.2%
4 / 2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
ALMR 新建仓+$6,719.16万
PBLS 新建仓+$1,521.89万
ARTV 新建仓+$926.22万
ELOXX PHARMACEUT 新建仓+$555.20万
IVA 加仓+$423.36万
2026Q2 卖出最多 按季末市值估算
ARCELLX INC 清仓-$698.94万
JBIO 减仓-$516.75万
PVLA 清仓-$479.05万
UPB 减仓-$264.57万
XFOR 减仓-$204.07万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ARCELLX INC | $0 | 0.00% | 0 | -60,873 | -100.0% | -$698.94万 | 清仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $0 | 0.00% | 0 | -38,432 | -100.0% | -$479.05万 | 清仓 |
| — | GOSSAMER BIO INC | $118.88万 | 0.10% | 7,222,559 | 0 | 0.0% | — | 不变 |
| UPB | UPSTREAM BIO INC | $244.77万 | 0.20% | 353,717 | -382,330 | -51.9% | -$264.57万 | 减仓 |
| — | COHERUS ONCOLOGY INC | $480.00万 | 0.39% | 3,428,571 | 0 | 0.0% | — | 不变 |
| — | ELOXX PHARMACEUTICALS INC | $555.20万 | 0.46% | 400,000 | 400,000 | — | $555.20万 | 新建仓 |
| XFOR | X4 PHARMACEUTICALS INC | $651.74万 | 0.54% | 1,395,587 | -436,979 | -23.8% | -$204.07万 | 减仓 |
| ABVX | ABIVAX SA | $734.20万 | 0.60% | 55,095 | -1,486 | -2.6% | -$19.80万 | 减仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $778.80万 | 0.64% | 600,000 | 0 | 0.0% | — | 不变 |
| — | RANI THERAPEUTICS HLDGS INC | $788.47万 | 0.65% | 10,369,159 | 1,869,159 | 22.0% | $142.13万 | 加仓 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $926.22万 | 0.76% | 954,861 | 954,861 | — | $926.22万 | 新建仓 |
| NKTX | NKARTA INC | $992.67万 | 0.82% | 3,507,666 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $1,040.00万 | 0.85% | 2,500,000 | 0 | 0.0% | — | 不变 |
| — | VTV THERAPEUTICS INC | $1,123.84万 | 0.92% | 298,496 | 0 | 0.0% | — | 不变 |
| PBLS | PARABILIS MEDICINES INC | $1,521.89万 | 1.25% | 556,044 | 556,044 | — | $1,521.89万 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC | $1,635.92万 | 1.34% | 736,237 | -232,561 | -24.0% | -$516.75万 | 减仓 |
| IVA | INVENTIVA SA | $2,387.00万 | 1.96% | 6,314,805 | 1,120,000 | 21.6% | $423.36万 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $3,528.74万 | 2.90% | 1,062,872 | 0 | 0.0% | — | 不变 |
| SGP | SPYGLASS PHARMA INC | $4,696.76万 | 3.86% | 2,109,953 | 0 | 0.0% | — | 不变 |
| — | KALARIS THERAPEUTICS INC | $5,242.64万 | 4.31% | 12,881,175 | -66,906 | -0.5% | -$27.23万 | 减仓 |
| NGNE | NEUROGENE INC | $5,400.36万 | 4.44% | 1,717,127 | 0 | 0.0% | — | 不变 |
| ALMR | ALAMAR BIOSCIENCES INC | $6,719.16万 | 5.52% | 2,480,310 | 2,480,310 | — | $6,719.16万 | 新建仓 |
| SEPN | SEPTERNA INC | $1.05亿 | 8.66% | 3,149,128 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $1.58亿 | 13.01% | 5,871,018 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $1.79亿 | 14.67% | 6,345,219 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $3.79亿 | 31.16% | 6,897,652 | 0 | 0.0% | — | 不变 |