Ikarian Capital, LLC
DALLAS TX · SEC CIK 0001778253
$9.35亿2026Q2 申报市值
156持仓数
36.7%前十大占比 · 第一大 5.1%
40 / 46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
ABVX 加仓+$3,574.99万
RCUS 新建仓+$1,555.56万
COGT 新建仓+$1,432.23万
CCCC 新建仓+$1,136.21万
ANIP 加仓+$1,034.75万
2026Q2 卖出最多 按季末市值估算
TERNS PHARMACEUT 清仓-$7,678.02万
CYTK 清仓-$1,869.02万
HROW 减仓-$1,729.68万
RVMD 清仓-$1,586.56万
ORKA 清仓-$1,187.11万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,456,378 | -100.0% | -$7,678.02万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC 看跌期权 | $0 | 0.00% | 0 | -1,200,000 | -100.0% | -$6,326.40万 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$5,771.80万 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$4,960.00万 | 清仓 |
| CYTK | CYTOKINETICS INC 看跌期权 | $0 | 0.00% | 0 | -550,500 | -100.0% | -$3,628.35万 | 清仓 |
| CYTK | CYTOKINETICS INC 看涨期权 | $0 | 0.00% | 0 | -408,400 | -100.0% | -$2,691.76万 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -283,572 | -100.0% | -$1,869.02万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -163,142 | -100.0% | -$1,586.56万 | 清仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $0 | 0.00% | 0 | -400,000 | -100.0% | -$1,470.00万 | 清仓 |
| ORKA | ORUKA THERAPEUTICS INC | $0 | 0.00% | 0 | -242,021 | -100.0% | -$1,187.11万 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,153.50万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -344,123 | -100.0% | -$1,152.12万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -127,038 | -100.0% | -$953.93万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC 看跌期权 | $0 | 0.00% | 0 | -95,000 | -100.0% | -$923.88万 | 清仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $0 | 0.00% | 0 | -64,626 | -100.0% | -$805.56万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -6,547 | -100.0% | -$602.17万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -401,500 | -100.0% | -$599.44万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -920,000 | -100.0% | -$512.44万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -920,000 | -100.0% | -$512.44万 | 清仓 |
| SRZN | SURROZEN INC | $0 | 0.00% | 0 | -173,107 | -100.0% | -$504.26万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC 看涨期权 | $0 | 0.00% | 0 | -58,500 | -100.0% | -$434.42万 | 清仓 |
| LEGN | LEGEND BIOTECH CORP | $0 | 0.00% | 0 | -226,888 | -100.0% | -$410.44万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $0 | 0.00% | 0 | -733,435 | -100.0% | -$408.52万 | 清仓 |
| ELVN | ENLIVEN THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -83,700 | -100.0% | -$328.10万 | 清仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $0 | 0.00% | 0 | -240,951 | -100.0% | -$264.32万 | 清仓 |
| VIR | VIR BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -293,258 | -100.0% | -$262.76万 | 清仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $0 | 0.00% | 0 | -270,231 | -100.0% | -$241.86万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -23,594 | -100.0% | -$241.72万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -158,500 | -100.0% | -$236.64万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -12,460 | -100.0% | -$235.56万 | 清仓 |
| REPL | REPLIMUNE GROUP INC 看跌期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$229.50万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -91,060 | -100.0% | -$148.88万 | 清仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $0 | 0.00% | 0 | -58,803 | -100.0% | -$111.14万 | 清仓 |
| — | KEZAR LIFE SCIENCES INC | $0 | 0.00% | 0 | -102,211 | -100.0% | -$75.84万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -674,662 | -100.0% | -$74.89万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -18,113 | -100.0% | -$71.94万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -35,119 | -100.0% | -$70.69万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -4,214 | -100.0% | -$68.91万 | 清仓 |
| — | PEPGEN INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$53.10万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -14,400 | -100.0% | -$42.98万 | 清仓 |
| — | CONNECT BIOPHARMA HLDGS LTD 看涨期权 | $0 | 0.00% | 0 | -144,600 | -100.0% | -$37.89万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -1,218,671 | -100.0% | -$30.09万 | 清仓 |
| — | VERU INC | $0 | 0.00% | 0 | -133,517 | -100.0% | -$29.51万 | 清仓 |
| — | IO BIOTECH INC | $0 | 0.00% | 0 | -1,386,565 | -100.0% | -$8.14万 | 清仓 |
| — | SHUTTLE PHARMACTCLS HLDGS IN | $0 | 0.00% | 0 | -68,993 | -100.0% | -$4.68万 | 清仓 |
| — | AUTONOMIX MED INC | $0 | 0.00% | 0 | -18,688 | -100.0% | -$7,290 | 清仓 |
| — | BIOMX INC | $6,773 | 0.00% | 19,473 | 0 | 0.0% | — | 不变 |
| — | JASPER THERAPEUTICS INC | $1.01万 | 0.00% | 24,093 | 0 | 0.0% | — | 不变 |
| — | AETHLON MED INC | $1.18万 | 0.00% | 14,364 | 0 | 0.0% | — | 不变 |
| — | GLUCOTRACK INC | $1.46万 | 0.00% | 45,830 | 0 | 0.0% | — | 不变 |
| — | THERIVA BIOLOGICS INC | $2.80万 | 0.00% | 112,076 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $3.94万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| — | MANGOCEUTICALS INC | $5.25万 | 0.01% | 138,146 | 0 | 0.0% | — | 不变 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $7.38万 | 0.01% | 16,398 | 0 | 0.0% | — | 不变 |
| — | NYXOAH S A | $8.00万 | 0.01% | 47,358 | 0 | 0.0% | — | 不变 |
| — | CHEMOMAB THERAPEUTICS LTD | $8.39万 | 0.01% | 51,793 | 0 | 0.0% | — | 不变 |
| — | VISTAGEN THERAPEUTICS INC | $11.73万 | 0.01% | 519,077 | 0 | 0.0% | — | 不变 |
| — | PMV PHARMACEUTICALS INC | $11.94万 | 0.01% | 89,136 | 0 | 0.0% | — | 不变 |
| — | ENVERIC BIOSCIENCES INC | $13.80万 | 0.01% | 100,002 | 100,002 | — | $13.80万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $16.76万 | 0.02% | 16,756 | 16,756 | — | $16.76万 | 新建仓 |
| — | VYNE THERAPEUTICS INC | $17.24万 | 0.02% | 264,912 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $18.57万 | 0.02% | 53,063 | 0 | 0.0% | — | 不变 |
| — | NEUPHORIA THERAPEUTICS INC | $20.73万 | 0.02% | 47,443 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $21.23万 | 0.02% | 15,000 | -660,000 | -97.8% | -$933.90万 | 减仓 |
| — | CARTESIAN THERAPEUTICS INC | $21.68万 | 0.02% | 20,807 | 0 | 0.0% | — | 不变 |
| — | EVAXION AS | $23.16万 | 0.02% | 74,698 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES INC | $23.61万 | 0.03% | 30,001 | 0 | 0.0% | — | 不变 |
| TENX | TENAX THERAPEUTICS INC 看跌期权 | $24.01万 | 0.03% | 16,500 | 16,500 | — | $24.01万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I 看跌期权 | $30.13万 | 0.03% | 900 | 900 | — | $30.13万 | 新建仓 |
| MGNX | MACROGENICS INC | $34.60万 | 0.04% | 74,893 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $37.91万 | 0.04% | 9,717 | 0 | 0.0% | — | 不变 |
| — | INMED PHARMACEUTICALS INC | $37.98万 | 0.04% | 245,025 | 245,025 | — | $37.98万 | 新建仓 |
| ANL | ADLAI NORTYE LTD | $38.98万 | 0.04% | 33,899 | 0 | 0.0% | — | 不变 |
| — | ELICIO THERAPEUTICS INC | $39.10万 | 0.04% | 100,000 | 100,000 | — | $39.10万 | 新建仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $39.52万 | 0.04% | 164,674 | 0 | 0.0% | — | 不变 |
| — | TRAWS PHARMA INC | $40.32万 | 0.04% | 478,142 | -200,000 | -29.5% | -$16.87万 | 减仓 |
| — | ELICIO THERAPEUTICS INC 看涨期权 | $41.88万 | 0.04% | 107,100 | 107,100 | — | $41.88万 | 新建仓 |
| — | ELICIO THERAPEUTICS INC 看跌期权 | $41.88万 | 0.04% | 107,100 | 107,100 | — | $41.88万 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC | $42.91万 | 0.05% | 42,956 | -221,453 | -83.8% | -$221.23万 | 减仓 |
| — | FORTE BIOSCIENCES INC | $44.57万 | 0.05% | 20,972 | -98,000 | -82.4% | -$208.25万 | 减仓 |
| — | NEXTCURE INC | $46.13万 | 0.05% | 288,303 | 50,000 | 21.0% | $8.00万 | 加仓 |
| — | PASSAGE BIO INC | $48.56万 | 0.05% | 99,517 | 31,393 | 46.1% | $15.32万 | 加仓 |
| IMTX | IMMATICS N.V | $49.20万 | 0.05% | 48,569 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $49.55万 | 0.05% | 85,285 | 0 | 0.0% | — | 不变 |
| LYEL | LYELL IMMUNOPHARMA INC | $57.72万 | 0.06% | 41,081 | 0 | 0.0% | — | 不变 |
| — | CNS PHARMACEUTICALS INC | $64.93万 | 0.07% | 135,830 | 90,000 | 196.4% | $43.02万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $71.09万 | 0.08% | 28,099 | 0 | 0.0% | — | 不变 |
| — | PEPGEN INC | $80.49万 | 0.09% | 447,165 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $81.59万 | 0.09% | 105,822 | 0 | 0.0% | — | 不变 |
| VSTM | VERASTEM INC | $81.70万 | 0.09% | 213,865 | 0 | 0.0% | — | 不变 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $86.06万 | 0.09% | 42,775 | 42,775 | — | $86.06万 | 新建仓 |
| — | CYBIN INC | $87.35万 | 0.09% | 132,153 | 0 | 0.0% | — | 不变 |
| — | FRACTYL HEALTH INC | $87.38万 | 0.09% | 1,100,000 | 0 | 0.0% | — | 不变 |
| FTH | FAETH THERAPEUTICS INC | $88.47万 | 0.09% | 35,386 | 29,035 | 457.2% | $72.59万 | 加仓 |
| — | NEURONETICS INC | $91.15万 | 0.10% | 701,182 | 0 | 0.0% | — | 不变 |
| EQ | EQUILLIUM INC | $97.14万 | 0.10% | 303,555 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC 看跌期权 | $97.28万 | 0.10% | 13,300 | 13,300 | — | $97.28万 | 新建仓 |
| IRON | DISC MEDICINE INC 看涨期权 | $97.28万 | 0.10% | 13,300 | 13,300 | — | $97.28万 | 新建仓 |
| — | QUOIN PHARMACEUTICALS LTD | $102.38万 | 0.11% | 211,538 | 0 | 0.0% | — | 不变 |
| IMUX | IMMUNIC INC | $103.69万 | 0.11% | 67,464 | 67,464 | — | $103.69万 | 新建仓 |