Fairmount Funds Management LLC
WEST CONSHOHOCKEN PA · SEC CIK 0001802528
$13.84亿2026Q1 申报市值
12持仓数
97.1%前十大占比 · 第一大 16.3%
1 / 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
DMRA 新建仓+$2.26亿
DNTH 加仓+$3,356.80万
ZBIO 加仓+$293.25万
2026Q1 卖出最多 按季末市值估算
APOGEE THERAPEUT 减仓-$1.47亿
COGT 减仓-$1.35亿
NUVALENT INC 清仓-$7,318.56万
ELVN 减仓-$7,274.74万
KNSA 清仓-$5,443.71万
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 |
|---|---|---|---|---|---|---|---|---|
| DMRA | DAMORA THERAPEUTICS INC | $2.26亿 | 16.30% | 8,713,000 | 8,713,000 | — | $2.26亿 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2.13亿 | 15.38% | 2,537,191 | 400,000 | 18.7% | $3,356.80万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $2.12亿 | 15.30% | 5,503,418 | -3,500,000 | -38.9% | -$1.35亿 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $2.03亿 | 14.64% | 4,018,101 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC | $1.82亿 | 13.13% | 3,705,262 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $7,656.68万 | 5.53% | 3,914,458 | 0 | 0.0% | — | 不变 |
| ELVN | ENLIVEN THERAPEUTICS INC | $7,274.12万 | 5.25% | 1,855,644 | -1,855,800 | -50.0% | -$7,274.74万 | 减仓 |
| JBIO | JADE BIOSCIENCES INC | $6,397.66万 | 4.62% | 4,553,494 | 0 | 0.0% | — | 不变 |
| CBIO | CRESCENT BIOPHARMA INC. | $5,047.83万 | 3.65% | 2,747,866 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $4,611.89万 | 3.33% | 2,359,025 | 150,000 | 6.8% | $293.25万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $2,513.71万 | 1.82% | 298,647 | -1,750,000 | -85.4% | -$1.47亿 | 减仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $1,449.00万 | 1.05% | 8,625,000 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -727,563 | -100.0% | -$7,318.56万 | 清仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $0 | 0.00% | 0 | -1,319,688 | -100.0% | -$5,443.71万 | 清仓 |