Octagon Capital Advisors LP
NEW YORK NY · SEC CIK 0001839435
$11.13亿2026Q2 申报市值
27持仓数
78.5%前十大占比 · 第一大 16.1%
5 / 7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
ABVX 加仓+$4,211.02万
DFTX 加仓+$2,399.04万
SMMT 新建仓+$1,821.25万
ANL 新建仓+$1,074.92万
PHVS 加仓+$1,008.77万
2026Q2 卖出最多 按季末市值估算
CENTESSA PHARMAC 清仓-$2,979.00万
KALVISTA PHARMAC 清仓-$2,918.85万
TERNS PHARMACEUT 清仓-$2,794.16万
TRVI 减仓-$2,182.05万
KYMR 减仓-$1,318.70万
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 |
|---|---|---|---|---|---|---|---|---|
| DNTH | DIANTHUS THERAPEUTICS INC | $1.80亿 | 16.14% | 1,841,667 | -105,000 | -5.4% | -$1,023.54万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1.39亿 | 12.47% | 2,950,000 | 510,000 | 20.9% | $2,399.04万 | 加仓 |
| ABVX | ABIVAX SA | $1.32亿 | 11.89% | 993,000 | 316,000 | 46.7% | $4,211.02万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $9,094.50万 | 8.17% | 2,350,000 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $7,965.59万 | 7.16% | 2,830,700 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA INC | $6,847.44万 | 6.15% | 1,971,054 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $6,601.10万 | 5.93% | 9,693,244 | 833,333 | 9.4% | $567.50万 | 加仓 |
| BIOA | BIOAGE LABS INC | $4,284.35万 | 3.85% | 1,748,000 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,967.50万 | 3.57% | 338,900 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $3,554.77万 | 3.20% | 310,000 | -115,000 | -27.1% | -$1,318.70万 | 减仓 |
| AKTS | AKTIS ONCOLOGY INC | $3,096.81万 | 2.78% | 960,847 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $2,957.64万 | 2.66% | 490,000 | 0 | 0.0% | — | 不变 |
| — | ERASCA INC 看涨期权 | $2,299.16万 | 2.07% | 1,255,000 | 1,255,000 | — | $2,299.16万 | 新建仓 |
| PALI | PALISADE BIO INC | $2,147.75万 | 1.93% | 10,276,317 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $2,037.65万 | 1.83% | 2,075,000 | -1,091,600 | -34.5% | -$1,071.95万 | 减仓 |
| IRON | DISC MEDICINE INC | $1,974.78万 | 1.78% | 270,000 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $1,821.25万 | 1.64% | 1,250,000 | 1,250,000 | — | $1,821.25万 | 新建仓 |
| PHVS | PHARVARIS N V | $1,579.34万 | 1.42% | 456,721 | 291,721 | 176.8% | $1,008.77万 | 加仓 |
| ANL | ADLAI NORTYE LTD | $1,074.92万 | 0.97% | 934,716 | 934,716 | — | $1,074.92万 | 新建仓 |
| DTIL | PRECISION BIOSCIENCES INC | $1,061.10万 | 0.95% | 1,350,000 | -886,732 | -39.6% | -$696.97万 | 减仓 |
| DBVT | DBV TECHNOLOGIES S A | $941.69万 | 0.85% | 574,200 | 0 | 0.0% | — | 不变 |
| FTH | FAETH THERAPEUTICS INC | $902.52万 | 0.81% | 361,010 | 361,010 | — | $902.52万 | 新建仓 |
| — | GYRE THERAPEUTICS INC | $628.96万 | 0.57% | 954,416 | 954,416 | — | $628.96万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $587.48万 | 0.53% | 315,000 | -1,170,000 | -78.8% | -$2,182.05万 | 减仓 |
| — | UNICYCIVE THERAPEUTICS INC | $469.00万 | 0.42% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | CONTEXT THERAPEUTICS INC | $168.94万 | 0.15% | 3,050,000 | -2,200,000 | -41.9% | -$121.86万 | 减仓 |
| — | GOSSAMER BIO INC | $127.56万 | 0.11% | 7,750,000 | 0 | 0.0% | — | 不变 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -750,000 | -100.0% | -$2,979.00万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,450,000 | -100.0% | -$2,918.85万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -530,000 | -100.0% | -$2,794.16万 | 清仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $0 | 0.00% | 0 | -719,000 | -100.0% | -$643.50万 | 清仓 |
| LXEO | LEXEO THERAPEUTICS INC | $0 | 0.00% | 0 | -1,100,000 | -100.0% | -$631.40万 | 清仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -791,555 | -100.0% | -$330.08万 | 清仓 |
| EVMN | EVOMMUNE INC | $0 | 0.00% | 0 | -143,472 | -100.0% | -$329.84万 | 清仓 |