Patient Square Capital LP
MENLO PARK CA · SEC CIK 0001819257
$6.46亿2026Q2 申报市值
23持仓数
80.1%前十大占比 · 第一大 44.0%
6 / 12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
RVMD 新建仓+$5,168.93万
UTHR 新建仓+$2,011.27万
BNTX 新建仓+$1,250.86万
ABVX 加仓+$1,136.11万
CCCC 新建仓+$751.32万
2026Q2 卖出最多 按季末市值估算
INSM 清仓-$2,575.44万
LEGN 清仓-$1,790.91万
NKTR 清仓-$1,510.95万
ARGX 减仓-$1,272.71万
CELC 清仓-$1,084.33万
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 |
|---|---|---|---|---|---|---|---|---|
| ROIV | ROIVANT SCIENCES LTD | $2.84亿 | 43.97% | 8,020,928 | -145,119 | -1.8% | -$513.58万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $5,168.93万 | 8.01% | 276,000 | 276,000 | — | $5,168.93万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,049.67万 | 4.72% | 260,500 | 30,500 | 13.3% | $357.06万 | 加仓 |
| ABVX | ABIVAX SA | $2,751.82万 | 4.26% | 206,500 | 85,255 | 70.3% | $1,136.11万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $2,565.30万 | 3.97% | 90,020 | 9,478 | 11.8% | $270.09万 | 加仓 |
| PHVS | PHARVARIS N V | $2,321.04万 | 3.60% | 671,209 | 178,209 | 36.1% | $616.25万 | 加仓 |
| ARGX | ARGENX SE | $2,133.87万 | 3.31% | 23,000 | -13,718 | -37.4% | -$1,272.71万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,011.27万 | 3.12% | 37,120 | 37,120 | — | $2,011.27万 | 新建仓 |
| BLTE | BELITE BIO INC | $1,693.84万 | 2.62% | 110,000 | -6,684 | -5.7% | -$102.92万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1,644.75万 | 2.55% | 425,000 | -171,000 | -28.7% | -$661.77万 | 减仓 |
| DBVT | DBV TECHNOLOGIES S A | $1,491.54万 | 2.31% | 909,474 | 215,940 | 31.1% | $354.14万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,327.92万 | 2.06% | 220,000 | -7,000 | -3.1% | -$42.25万 | 减仓 |
| BNTX | BIONTECH SE | $1,250.86万 | 1.94% | 134,429 | 134,429 | — | $1,250.86万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $1,096.93万 | 1.70% | 355,800 | 160,800 | 82.5% | $495.75万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,078.44万 | 1.67% | 212,500 | 12,500 | 6.2% | $63.44万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,052.78万 | 1.63% | 108,000 | 14,118 | 15.0% | $137.62万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $1,050.40万 | 1.63% | 5,050,000 | 1,600,000 | 46.4% | $332.80万 | 加仓 |
| EYPT | EYEPOINT INC | $1,029.60万 | 1.59% | 720,000 | -75,000 | -9.4% | -$107.25万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $970.14万 | 1.50% | 370,000 | -30,645 | -7.6% | -$80.35万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $751.32万 | 1.16% | 1,608,815 | 1,608,815 | — | $751.32万 | 新建仓 |
| IVA | INVENTIVA SA | $743.59万 | 1.15% | 1,967,171 | 1,967,171 | — | $743.59万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $544.68万 | 0.84% | 47,500 | -52,500 | -52.5% | -$602.02万 | 减仓 |
| FTH | FAETH THERAPEUTICS INC | $437.62万 | 0.68% | 175,050 | 175,050 | — | $437.62万 | 新建仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -157,500 | -100.0% | -$2,575.44万 | 清仓 |
| LEGN | LEGEND BIOTECH CORP | $0 | 0.00% | 0 | -990,000 | -100.0% | -$1,790.91万 | 清仓 |
| NKTR | NEKTAR THERAPEUTICS | $0 | 0.00% | 0 | -210,000 | -100.0% | -$1,510.95万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -95,000 | -100.0% | -$1,084.33万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$962.32万 | 清仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,625,000 | -100.0% | -$677.62万 | 清仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $0 | 0.00% | 0 | -331,000 | -100.0% | -$625.59万 | 清仓 |
| HROW | HARROW INC | $0 | 0.00% | 0 | -165,209 | -100.0% | -$582.53万 | 清仓 |
| TARA | PROTARA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,030,846 | -100.0% | -$537.07万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -1,085,790 | -100.0% | -$510.32万 | 清仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $0 | 0.00% | 0 | -136,315 | -100.0% | -$378.27万 | 清仓 |
| SYRE | SPYRE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.04万 | 清仓 |