Patient Square Capital LP
MENLO PARK CA · SEC CIK 0001819257
$5.64亿2026Q1 申报市值
29持仓数
73.3%前十大占比 · 第一大 40.1%
7 / 6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
BLTE 新建仓+$1,860.41万
LEGN 新建仓+$1,790.91万
NKTR 新建仓+$1,510.95万
COGT 加仓+$1,072.44万
MRK 新建仓+$962.32万
2026Q1 卖出最多 按季末市值估算
INSM 减仓-$1,790.54万
TERNS PHARMACEUT 清仓-$1,292.80万
LQDA 清仓-$782.92万
SYRE 减仓-$751.56万
MIRM 减仓-$634.48万
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 |
|---|---|---|---|---|---|---|---|---|
| ROIV | ROIVANT SCIENCES LTD | $2.26亿 | 40.13% | 8,166,047 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $2,681.33万 | 4.76% | 36,718 | 10,718 | 41.2% | $782.68万 | 加仓 |
| INSM | INSMED INC | $2,575.44万 | 4.57% | 157,500 | -109,500 | -41.0% | -$1,790.54万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $2,391.86万 | 4.24% | 80,542 | 11,230 | 16.2% | $333.50万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $2,294.00万 | 4.07% | 596,000 | 278,628 | 87.8% | $1,072.44万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $2,124.74万 | 3.77% | 230,000 | -68,682 | -23.0% | -$634.48万 | 减仓 |
| BLTE | BELITE BIO INC | $1,860.41万 | 3.30% | 116,684 | 116,684 | — | $1,860.41万 | 新建仓 |
| LEGN | LEGEND BIOTECH CORP | $1,790.91万 | 3.18% | 990,000 | 990,000 | — | $1,790.91万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $1,510.95万 | 2.68% | 210,000 | 210,000 | — | $1,510.95万 | 新建仓 |
| DBVT | DBV TECHNOLOGIES S A | $1,448.79万 | 2.57% | 693,534 | 334,484 | 93.2% | $698.74万 | 加仓 |
| PHVS | PHARVARIS N V | $1,392.72万 | 2.47% | 493,000 | -49,696 | -9.2% | -$140.39万 | 减仓 |
| ABVX | ABIVAX SA | $1,350.06万 | 2.40% | 121,245 | -8,755 | -6.7% | -$97.49万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,320.01万 | 2.34% | 227,000 | 90,500 | 66.3% | $526.26万 | 加仓 |
| CELC | CELCUITY INC | $1,084.33万 | 1.92% | 95,000 | -25,000 | -20.8% | -$285.35万 | 减仓 |
| EYPT | EYEPOINT INC | $1,024.76万 | 1.82% | 795,000 | 15,000 | 1.9% | $19.34万 | 加仓 |
| MRK | MERCK & CO INC | $962.32万 | 1.71% | 80,000 | 80,000 | — | $962.32万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $943.92万 | 1.67% | 400,645 | 190,645 | 90.8% | $449.16万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $841.80万 | 1.49% | 3,450,000 | -1,513,756 | -30.5% | -$369.36万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $832.90万 | 1.48% | 100,000 | -39,000 | -28.1% | -$324.83万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $787.86万 | 1.40% | 93,882 | -56,118 | -37.4% | -$470.94万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $784.00万 | 1.39% | 200,000 | -108,141 | -35.1% | -$423.91万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $677.62万 | 1.20% | 1,625,000 | 492,185 | 43.4% | $205.24万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $625.59万 | 1.11% | 331,000 | 331,000 | — | $625.59万 | 新建仓 |
| HROW | HARROW INC | $582.53万 | 1.03% | 165,209 | 158,178 | 2,249.7% | $557.74万 | 加仓 |
| TARA | PROTARA THERAPEUTICS INC | $537.07万 | 0.95% | 1,030,846 | 1,030,846 | — | $537.07万 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $510.32万 | 0.91% | 1,085,790 | 1,085,790 | — | $510.32万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $421.20万 | 0.75% | 195,000 | 25,000 | 14.7% | $54.00万 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $378.27万 | 0.67% | 136,315 | 9,315 | 7.3% | $25.85万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $5.04万 | 0.01% | 1,000 | -149,000 | -99.3% | -$751.56万 | 减仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -320,000 | -100.0% | -$1,292.80万 | 清仓 |
| LQDA | LIQUIDIA CORPORATION | $0 | 0.00% | 0 | -227,000 | -100.0% | -$782.92万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -490,000 | -100.0% | -$594.86万 | 清仓 |
| IRON | DISC MEDICINE INC | $0 | 0.00% | 0 | -74,000 | -100.0% | -$587.63万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -311,966 | -100.0% | -$566.53万 | 清仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -350,000 | -100.0% | -$422.80万 | 清仓 |