M28 Capital Management LP
STAMFORD CT · SEC CIK 0001807489
$5,379.90万2026Q1 申报市值
9持仓数
100.0%前十大占比 · 第一大 61.8%
0 / 0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
本季没有买入
2026Q1 卖出最多 按季末市值估算
WVE 减仓-$780.29万
TGTX 减仓-$243.32万
ARWR 减仓-$191.54万
PROQR THRAPEUTIC 减仓-$67.99万
RCKT 减仓-$62.58万
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 |
|---|---|---|---|---|---|---|---|---|
| WVE | WAVE LIFE SCIENCES LTD | $3,326.51万 | 61.83% | 4,588,284 | -1,076,264 | -19.0% | -$780.29万 | 减仓 |
| IVVD | INVIVYD INC | $1,202.27万 | 22.35% | 9,248,250 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $293.51万 | 5.46% | 88,354 | -73,246 | -45.3% | -$243.32万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $231.06万 | 4.29% | 36,851 | -30,549 | -45.3% | -$191.54万 | 减仓 |
| — | PROQR THRAPEUTICS N V | $97.17万 | 1.81% | 599,793 | -419,705 | -41.2% | -$67.99万 | 减仓 |
| — | FRACTYL HEALTH INC | $84.97万 | 1.58% | 1,856,117 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $75.49万 | 1.40% | 210,871 | -174,809 | -45.3% | -$62.58万 | 减仓 |
| SLN | SILENCE THERAPEUTICS PLC | $53.33万 | 0.99% | 101,203 | -83,897 | -45.3% | -$44.21万 | 减仓 |
| — | CURIS INC | $15.59万 | 0.29% | 284,889 | -236,170 | -45.3% | -$12.93万 | 减仓 |