Blue Water Life Science Advisors, LP
LARKSPUR CA · SEC CIK 0001789778
$1.25亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 18.6%
2 / 1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
TXG 新建仓+$2,314.07万
CDNA 加仓+$737.80万
TEM 加仓+$316.54万
BLLN 新建仓+$157.88万
QTRX 加仓+$17.60万
2026Q1 卖出最多 按季末市值估算
NTRA 减仓-$1,933.90万
ADPT 减仓-$1,047.94万
GH 减仓-$1,041.93万
GRAL 清仓-$847.34万
TWST 减仓-$508.46万
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 |
|---|---|---|---|---|---|---|---|---|
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -99,000 | -100.0% | -$847.34万 | 清仓 |
| BLLN | BILLIONTOONE INC | $157.88万 | 1.27% | 20,000 | 20,000 | — | $157.88万 | 新建仓 |
| TEM | TEMPUS AI INC | $707.30万 | 5.67% | 156,412 | 70,000 | 81.0% | $316.54万 | 加仓 |
| QTRX | QUANTERIX CORP | $754.04万 | 6.05% | 2,142,147 | 50,000 | 2.4% | $17.60万 | 加仓 |
| NTRA | NATERA INC | $895.84万 | 7.18% | 44,794 | -96,700 | -68.3% | -$1,933.90万 | 减仓 |
| PSNL | PERSONALIS INC | $1,067.80万 | 8.56% | 1,676,300 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $1,311.55万 | 10.52% | 276,000 | -107,000 | -27.9% | -$508.46万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $1,402.08万 | 11.24% | 1,010,145 | -755,000 | -42.8% | -$1,047.94万 | 减仓 |
| CDNA | CAREDX INC | $1,623.16万 | 13.02% | 935,000 | 425,000 | 83.3% | $737.80万 | 加仓 |
| GH | GUARDANT HEALTH INC | $2,237.64万 | 17.94% | 242,247 | -112,800 | -31.8% | -$1,041.93万 | 减仓 |
| TXG | 10X GENOMICS INC | $2,314.07万 | 18.56% | 1,090,000 | 1,090,000 | — | $2,314.07万 | 新建仓 |