Blue Water Life Science Advisors, LP
LARKSPUR CA · SEC CIK 0001789778
$1.59亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 21.4%
0 / 1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
CDNA 加仓+$726.75万
BLLN 加仓+$599.90万
QTRX 加仓+$575.45万
2026Q2 卖出最多 按季末市值估算
GH 减仓-$1,912.88万
TXG 减仓-$1,717.63万
TWST 清仓-$1,311.55万
TEM 减仓-$295.44万
NTRA 减仓-$279.59万
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 |
|---|---|---|---|---|---|---|---|---|
| CDNA | CAREDX INC | $3,391.50万 | 21.36% | 1,190,000 | 255,000 | 27.3% | $726.75万 | 加仓 |
| TXG | 10X GENOMICS INC | $2,461.43万 | 15.50% | 642,000 | -448,000 | -41.1% | -$1,717.63万 | 减仓 |
| PSNL | PERSONALIS INC | $2,246.24万 | 14.15% | 1,676,300 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $2,166.76万 | 13.65% | 1,010,145 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $1,721.55万 | 10.84% | 114,747 | -127,500 | -52.6% | -$1,912.88万 | 减仓 |
| QTRX | QUANTERIX CORP | $1,500.86万 | 9.45% | 3,474,202 | 1,332,055 | 62.2% | $575.45万 | 加仓 |
| NTRA | NATERA INC | $936.34万 | 5.90% | 34,494 | -10,300 | -23.0% | -$279.59万 | 减仓 |
| BLLN | BILLIONTOONE INC | $839.86万 | 5.29% | 70,000 | 50,000 | 250.0% | $599.90万 | 加仓 |
| TEM | TEMPUS AI INC | $610.65万 | 3.85% | 105,412 | -51,000 | -32.6% | -$295.44万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | -276,000 | -100.0% | -$1,311.55万 | 清仓 |