TCG Crossover Management, LLC
PALO ALTO CA · SEC CIK 0001839948
$41.61亿2026Q2 申报市值
54持仓数
57.4%前十大占比 · 第一大 19.2%
12 / 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
ZLAB 新建仓+$1.17亿
AURA 新建仓+$6,768.67万
TRAX 新建仓+$5,825.35万
AVTX 加仓+$4,211.11万
EDIT 新建仓+$3,600.00万
2026Q2 卖出最多 按季末市值估算
CENTESSA PHARMAC 清仓-$1.70亿
ABVX 减仓-$6,306.54万
TNGX 减仓-$4,532.29万
RVMD 减仓-$4,411.83万
BHVN 减仓-$4,242.83万
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 |
|---|---|---|---|---|---|---|---|---|
| ABVX | ABIVAX SA AMERICAN DEPOSITARY SHARES | $8.01亿 | 19.24% | 6,007,834 | -473,251 | -7.3% | -$6,306.54万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $2.84亿 | 6.82% | 9,081,201 | -1,449,870 | -13.8% | -$4,532.29万 | 减仓 |
| CGON | CG ONCOLOGY INC | $2.61亿 | 6.27% | 3,670,206 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $1.88亿 | 4.52% | 4,854,436 | -92,458 | -1.9% | -$357.81万 | 减仓 |
| IMVT | IMMUNOVANT INC | $1.72亿 | 4.13% | 4,457,988 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $1.69亿 | 4.06% | 1,900,582 | 0 | 0.0% | — | 不变 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1.63亿 | 3.93% | 1,676,624 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1.24亿 | 2.99% | 1,062,049 | 0 | 0.0% | — | 不变 |
| ZLAB | ZAI LAB LTD-ADR | $1.17亿 | 2.80% | 6,137,627 | 6,137,627 | — | $1.17亿 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.12亿 | 2.70% | 6,243,812 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1.12亿 | 2.69% | 4,622,151 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1.10亿 | 2.65% | 11,020,968 | 0 | 0.0% | — | 不变 |
| VOR | VOR BIOPHARMA INC | $1.04亿 | 2.51% | 5,673,078 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $1.04亿 | 2.49% | 3,248,980 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $1.03亿 | 2.46% | 4,615,144 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $9,814.38万 | 2.36% | 1,341,862 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $7,995.45万 | 1.92% | 4,273,356 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC | $7,615.12万 | 1.83% | 12,362,205 | 0 | 0.0% | — | 不变 |
| AURA | AURA BIOSCIENCES INC | $6,768.67万 | 1.63% | 9,533,333 | 9,533,333 | — | $6,768.67万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $6,384.36万 | 1.53% | 340,899 | -235,574 | -40.9% | -$4,411.83万 | 减仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $5,825.35万 | 1.40% | 2,895,304 | 2,895,304 | — | $5,825.35万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $5,631.82万 | 1.35% | 1,445,538 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $5,575.64万 | 1.34% | 3,017,120 | 2,278,737 | 308.6% | $4,211.11万 | 加仓 |
| LBRX | LB PHARMACEUTICALS INC | $4,697.24万 | 1.13% | 1,447,310 | -392,179 | -21.3% | -$1,272.82万 | 减仓 |
| IPSC | CENTURY THERAPEUTICS INC | $4,340.17万 | 1.04% | 17,754,430 | 0 | 0.0% | — | 不变 |
| TECX | TECTONIC THERAPEUTIC INC | $4,141.81万 | 1.00% | 1,204,891 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $3,947.94万 | 0.95% | 2,452,138 | 0 | 0.0% | — | 不变 |
| SRZN | SURROZEN INC | $3,822.70万 | 0.92% | 1,473,101 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $3,600.00万 | 0.87% | 11,111,111 | 11,111,111 | — | $3,600.00万 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $3,588.00万 | 0.86% | 650,000 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS BV | $3,486.46万 | 0.84% | 1,008,229 | 1,008,229 | — | $3,486.46万 | 新建仓 |
| SLN | SILENCE THERAPEUTICS PLC | $3,330.85万 | 0.80% | 3,033,560 | 0 | 0.0% | — | 不变 |
| IFRX | INFLARX N V | $3,248.00万 | 0.78% | 14,500,000 | 14,500,000 | — | $3,248.00万 | 新建仓 |
| ALT | ALTIMMUNE INC | $3,040.00万 | 0.73% | 10,000,000 | 10,000,000 | — | $3,040.00万 | 新建仓 |
| JANX | JANUX THERAPEUTICS INC | $2,748.85万 | 0.66% | 1,789,617 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $2,699.21万 | 0.65% | 7,915,567 | 0 | 0.0% | — | 不变 |
| AGMB | AGOMAB THERAPEUTICS NV | $2,665.10万 | 0.64% | 2,053,233 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $2,648.57万 | 0.64% | 1,779,952 | -2,851,365 | -61.6% | -$4,242.83万 | 减仓 |
| AKTS | AKTIS ONCOLOGY INC | $2,245.01万 | 0.54% | 696,560 | 696,560 | — | $2,245.01万 | 新建仓 |
| ALEC | ALECTOR INC | $2,010.00万 | 0.48% | 10,000,000 | 0 | 0.0% | — | 不变 |
| — | FORTE BIOSCIENCES INC | $1,955.00万 | 0.47% | 920,000 | 920,000 | — | $1,955.00万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $1,882.60万 | 0.45% | 203,327 | 71,224 | 53.9% | $659.46万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $1,618.09万 | 0.39% | 1,647,752 | 0 | 0.0% | — | 不变 |
| — | ADC THERAPEUTICS SA | $1,218.75万 | 0.29% | 11,390,175 | 0 | 0.0% | — | 不变 |
| ALXO | ALX ONCOLOGY HOLDINGS INC | $1,170.69万 | 0.28% | 5,655,487 | -7,356,362 | -56.5% | -$1,522.77万 | 减仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $780.33万 | 0.19% | 1,060,230 | -1,227,270 | -53.7% | -$903.27万 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $740.76万 | 0.18% | 406,786 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS HOLDING CO LLC | $587.60万 | 0.14% | 707,098 | -1,680,363 | -70.4% | -$1,396.38万 | 减仓 |
| KRRO | KORRO BIO INC | $548.68万 | 0.13% | 416,301 | 0 | 0.0% | — | 不变 |
| — | RESEARCH ALLIANCE CORP CL A | $535.00万 | 0.13% | 500,000 | 500,000 | — | $535.00万 | 新建仓 |
| — | LEONABIO INC | $426.78万 | 0.10% | 464,398 | 0 | 0.0% | — | 不变 |
| — | JATT II ACQUISITION CORP | $227.20万 | 0.05% | 200,000 | 200,000 | — | $227.20万 | 新建仓 |
| — | CONTEXT THERAPEUTICS INC | $148.59万 | 0.04% | 2,682,696 | 0 | 0.0% | — | 不变 |
| EIKN | EIKON THERAPEUTICS INC | $49.46万 | 0.01% | 37,902 | 37,902 | — | $49.46万 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -4,286,480 | -100.0% | -$1.70亿 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -5,250,000 | -100.0% | -$4,026.75万 | 清仓 |
| LQDA | LIQUIDIA TECHNOLOGIES INC | $0 | 0.00% | 0 | -403,048 | -100.0% | -$1,521.10万 | 清仓 |
| URGN | UROGEN PHARMA LTD | $0 | 0.00% | 0 | -405,365 | -100.0% | -$728.85万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | -140,411 | -100.0% | -$676.78万 | 清仓 |
| UPB | UPSTREAM BIO INC | $0 | 0.00% | 0 | -181,063 | -100.0% | -$162.96万 | 清仓 |
| — | VISTAGEN THERAPEUTICS INC | $0 | 0.00% | 0 | -2,676,580 | -100.0% | -$152.97万 | 清仓 |