TCG Crossover Management, LLC
PALO ALTO CA · SEC CIK 0001839948
$34.95亿2026Q1 申报市值
49持仓数
60.9%前十大占比 · 第一大 20.6%
10 / 5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
BCRX 新建仓+$1.05亿
VOR 新建仓+$9,649.91万
MIRM 加仓+$9,238.00万
IMVT 加仓+$6,947.88万
IRON 重新持有+$5,605.01万
2026Q1 卖出最多 按季末市值估算
RAPT THERAPEUTIC 清仓-$8,746.62万
ABVX 减仓-$7,020.74万
EYPT 清仓-$6,526.66万
LQDA 减仓-$4,932.75万
TNGX 减仓-$4,667.30万
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 |
|---|---|---|---|---|---|---|---|---|
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -2,582,408 | -100.0% | -$8,746.62万 | 清仓 |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,572,335 | -100.0% | -$6,526.66万 | 清仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,181,841 | -100.0% | -$3,216.97万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -173,816 | -100.0% | -$720.12万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -316,195 | -100.0% | -$285.52万 | 清仓 |
| — | VISTAGEN THERAPEUTICS INC | $152.97万 | 0.04% | 2,676,580 | 0 | 0.0% | — | 不变 |
| UPB | UPSTREAM BIO INC | $162.96万 | 0.05% | 181,063 | -562,823 | -75.7% | -$506.54万 | 减仓 |
| — | LEONABIO INC | $466.66万 | 0.13% | 464,398 | 0 | 0.0% | — | 不变 |
| KRRO | KORRO BIO INC | $471.25万 | 0.13% | 416,301 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $578.04万 | 0.17% | 406,786 | 406,786 | — | $578.04万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $676.78万 | 0.19% | 140,411 | -780,446 | -84.8% | -$3,761.75万 | 减仓 |
| — | CONTEXT THERAPEUTICS INC | $702.87万 | 0.20% | 2,682,696 | 2,682,696 | — | $702.87万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $723.79万 | 0.21% | 132,103 | -9,812 | -6.9% | -$53.76万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $728.85万 | 0.21% | 405,365 | -311,982 | -43.5% | -$560.94万 | 减仓 |
| AVTX | AVALO THERAPEUTICS INC | $1,102.41万 | 0.32% | 738,383 | 255,383 | 52.9% | $381.29万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $1,395.65万 | 0.40% | 1,647,752 | -4,092,479 | -71.3% | -$3,466.33万 | 减仓 |
| LQDA | LIQUIDIA TECHNOLOGIES INC | $1,521.10万 | 0.44% | 403,048 | -1,307,036 | -76.4% | -$4,932.75万 | 减仓 |
| SLN | SILENCE THERAPEUTICS PLC | $1,598.69万 | 0.46% | 3,033,560 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $1,940.25万 | 0.56% | 650,000 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $2,150.00万 | 0.62% | 10,000,000 | 0 | 0.0% | — | 不变 |
| AGMB | AGOMAB THERAPEUTICS NV | $2,153.84万 | 0.62% | 2,053,233 | 2,053,233 | — | $2,153.84万 | 新建仓 |
| JANX | JANUX THERAPEUTICS INC | $2,487.57万 | 0.71% | 1,789,617 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS HOLDING CO LLC | $2,530.71万 | 0.72% | 2,387,461 | -278,755 | -10.5% | -$295.48万 | 减仓 |
| ALXO | ALX ONCOLOGY HOLDINGS INC | $2,608.88万 | 0.75% | 13,011,849 | 13,011,849 | — | $2,608.88万 | 新建仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $2,886.82万 | 0.83% | 2,287,500 | 199,108 | 9.5% | $251.27万 | 加仓 |
| XNCR | XENCOR INC | $2,957.28万 | 0.85% | 2,452,138 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $3,300.79万 | 0.94% | 7,915,567 | 7,915,567 | — | $3,300.79万 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $3,724.32万 | 1.07% | 1,204,891 | 1,204,891 | — | $3,724.32万 | 新建仓 |
| IPSC | CENTURY THERAPEUTICS INC | $3,902.16万 | 1.12% | 17,754,430 | 17,754,430 | — | $3,902.16万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $3,918.09万 | 1.12% | 4,631,317 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $4,026.75万 | 1.15% | 5,250,000 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $4,251.99万 | 1.22% | 4,273,356 | 1,053,170 | 32.7% | $1,047.90万 | 加仓 |
| — | ADC THERAPEUTICS SA | $4,271.32万 | 1.22% | 11,390,175 | 0 | 0.0% | — | 不变 |
| SRZN | SURROZEN INC | $4,291.14万 | 1.23% | 1,473,101 | 1,473,101 | — | $4,291.14万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $4,527.96万 | 1.30% | 1,839,489 | 94,474 | 5.4% | $232.55万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $5,510.39万 | 1.58% | 1,445,538 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $5,606.20万 | 1.60% | 576,473 | 140,000 | 32.1% | $1,361.50万 | 加仓 |
| SVRA | SAVARA INC | $6,749.76万 | 1.93% | 12,362,205 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $7,603.44万 | 2.18% | 4,622,151 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $8,367.26万 | 2.39% | 4,615,144 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $8,579.87万 | 2.45% | 1,341,862 | 876,605 | 188.4% | $5,605.01万 | 重新持有 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $8,678.90万 | 2.48% | 6,243,812 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $9,586.54万 | 2.74% | 1,900,582 | 0 | 0.0% | — | 不变 |
| VOR | VOR BIOPHARMA INC | $9,649.91万 | 2.76% | 5,673,078 | 5,673,078 | — | $9,649.91万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $9,811.21万 | 2.81% | 1,062,049 | 1,000,000 | 1,611.6% | $9,238.00万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1.05亿 | 3.00% | 11,020,968 | 11,020,968 | — | $1.05亿 | 新建仓 |
| IMVT | IMMUNOVANT INC | $1.11亿 | 3.17% | 4,457,988 | 2,797,055 | 168.4% | $6,947.88万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $1.24亿 | 3.56% | 3,248,980 | 350,877 | 12.1% | $1,343.86万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1.41亿 | 4.03% | 1,676,624 | 0 | 0.0% | — | 不变 |
| — | CENTESSA PHARMACEUTICALS PLC | $1.70亿 | 4.87% | 4,286,480 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $1.90亿 | 5.45% | 4,946,894 | -921,268 | -15.7% | -$3,545.96万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $2.20亿 | 6.30% | 10,531,071 | -2,231,023 | -17.5% | -$4,667.30万 | 减仓 |
| CGON | CG ONCOLOGY INC | $2.48亿 | 7.11% | 3,670,206 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA AMERICAN DEPOSITARY SHARES | $7.22亿 | 20.65% | 6,481,085 | -630,511 | -8.9% | -$7,020.74万 | 减仓 |