Octagon Capital Advisors LP
NEW YORK NY · SEC CIK 0001839435
$9.04亿2026Q1 申报市值
29持仓数
68.6%前十大占比 · 第一大 18.1%
8 / 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
DFTX 新建仓+$4,611.60万
MIRM 新建仓+$3,130.76万
XENE 新建仓+$2,849.35万
TERNS PHARMACEUT 新建仓+$2,794.16万
IRON 新建仓+$1,726.38万
2026Q1 卖出最多 按季末市值估算
DNTH 减仓-$3,944.24万
MIND MEDICINE MI 清仓-$2,985.97万
CIDARA THERAPEUT 清仓-$2,208.90万
RAPT THERAPEUTIC 清仓-$1,944.14万
TRVI 减仓-$1,586.69万
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 |
|---|---|---|---|---|---|---|---|---|
| DNTH | DIANTHUS THERAPEUTICS INC | $1.63亿 | 18.08% | 1,946,667 | -470,000 | -19.4% | -$3,944.24万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $9,045.15万 | 10.01% | 2,350,000 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $7,538.40万 | 8.34% | 677,000 | -79,000 | -10.4% | -$879.66万 | 减仓 |
| ALMS | ALUMIS INC | $6,236.03万 | 6.90% | 2,830,700 | 300,000 | 11.9% | $660.90万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $4,611.60万 | 5.10% | 2,440,000 | 2,440,000 | — | $4,611.60万 | 新建仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $4,547.22万 | 5.03% | 1,971,054 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $3,960.38万 | 4.38% | 8,859,911 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $3,539.82万 | 3.92% | 425,000 | -110,000 | -20.6% | -$916.19万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,130.76万 | 3.46% | 338,900 | 338,900 | — | $3,130.76万 | 新建仓 |
| BIOA | BIOAGE LABS INC | $3,057.25万 | 3.38% | 1,748,000 | 150,000 | 9.4% | $262.35万 | 加仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $2,979.00万 | 3.30% | 750,000 | 0 | 0.0% | — | 不变 |
| — | KALVISTA PHARMACEUTICALS INC | $2,918.85万 | 3.23% | 1,450,000 | 176,667 | 13.9% | $355.63万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,849.35万 | 3.15% | 490,000 | 490,000 | — | $2,849.35万 | 新建仓 |
| — | TERNS PHARMACEUTICALS INC | $2,794.16万 | 3.09% | 530,000 | 530,000 | — | $2,794.16万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $2,682.11万 | 2.97% | 3,166,600 | 543,000 | 20.7% | $459.92万 | 加仓 |
| PALI | PALISADE BIO INC | $1,798.36万 | 1.99% | 10,276,317 | 708,419 | 7.4% | $123.97万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $1,771.61万 | 1.96% | 1,485,000 | -1,330,000 | -47.2% | -$1,586.69万 | 减仓 |
| IRON | DISC MEDICINE INC | $1,726.38万 | 1.91% | 270,000 | 270,000 | — | $1,726.38万 | 新建仓 |
| AKTS | AKTIS ONCOLOGY INC | $1,718.96万 | 1.90% | 960,847 | 960,847 | — | $1,718.96万 | 新建仓 |
| — | CONTEXT THERAPEUTICS INC | $1,375.50万 | 1.52% | 5,250,000 | 5,250,000 | — | $1,375.50万 | 新建仓 |
| DTIL | PRECISION BIOSCIENCES INC | $1,230.20万 | 1.36% | 2,236,732 | 318,737 | 16.6% | $175.31万 | 加仓 |
| DBVT | DBV TECHNOLOGIES S A | $1,199.50万 | 1.33% | 574,200 | 0 | 0.0% | — | 不变 |
| — | UNICYCIVE THERAPEUTICS INC | $658.00万 | 0.73% | 1,000,000 | 0 | 0.0% | — | 不变 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $643.50万 | 0.71% | 719,000 | -324,110 | -31.1% | -$290.08万 | 减仓 |
| LXEO | LEXEO THERAPEUTICS INC | $631.40万 | 0.70% | 1,100,000 | -625,000 | -36.2% | -$358.75万 | 减仓 |
| PHVS | PHARVARIS N V | $466.12万 | 0.52% | 165,000 | -506,465 | -75.4% | -$1,430.76万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $330.08万 | 0.37% | 791,555 | 791,555 | — | $330.08万 | 新建仓 |
| EVMN | EVOMMUNE INC | $329.84万 | 0.37% | 143,472 | -356,528 | -71.3% | -$819.66万 | 减仓 |
| — | GOSSAMER BIO INC | $254.59万 | 0.28% | 7,750,000 | -6,165,371 | -44.3% | -$202.53万 | 减仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -2,230,000 | -100.0% | -$2,985.97万 | 清仓 |
| CGON | CG ONCOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -600,000 | -100.0% | -$2,491.20万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$2,208.90万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -574,000 | -100.0% | -$1,944.14万 | 清仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $0 | 0.00% | 0 | -955,000 | -100.0% | -$777.37万 | 清仓 |
| — | PEPGEN INC | $0 | 0.00% | 0 | -700,000 | -100.0% | -$455.70万 | 清仓 |