ADAR1 Capital Management, LLC
AUSTIN TX · SEC CIK 0001940272
$16.98亿2026Q1 申报市值
310持仓数
39.7%前十大占比 · 第一大 9.1%
71 / 41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
DNLI 加仓+$3,493.13万
BEAM 新建仓+$3,446.71万
CRINETICS PHARMA 加仓+$3,014.43万
VIR 新建仓+$2,459.26万
DBVT 新建仓+$2,115.88万
2026Q1 卖出最多 按季末市值估算
AVIDITY BIOSCIEN 清仓-$3,942.15万
RAPT THERAPEUTIC 清仓-$1,726.28万
CIDARA THERAPEUT 清仓-$1,318.21万
ABUS 减仓-$1,026.87万
CBIO 减仓-$1,020.87万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| SGRY | SURGERY PARTNERS INC | $23.84万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $23.98万 | 0.01% | 5,000 | 5,000 | — | $23.98万 | 新建仓 |
| RBRK | RUBRIK INC. | $24.00万 | 0.01% | 4,900 | 4,900 | — | $24.00万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.99万 | 0.01% | 640 | 640 | — | $24.99万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $25.02万 | 0.01% | 19,517 | 19,517 | — | $25.02万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $25.65万 | 0.02% | 1,600 | 1,600 | — | $25.65万 | 新建仓 |
| RXST | RXSIGHT INC | $26.64万 | 0.02% | 43,250 | 21,447 | 98.4% | $13.21万 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC | $27.26万 | 0.02% | 13,705 | 0 | 0.0% | — | 不变 |
| — | PROCAP ACQUISITION CORP | $27.86万 | 0.02% | 26,940 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $28.07万 | 0.02% | 13,400 | 4,400 | 48.9% | $9.22万 | 重新持有 |
| JBIO | JADE BIOSCIENCES INC | $28.10万 | 0.02% | 20,000 | -1,000 | -4.8% | -$1.41万 | 减仓 |
| — | TRAWS PHARMA INC | $28.20万 | 0.02% | 154,098 | -333 | -0.2% | -$609 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $28.64万 | 0.02% | 231,008 | 130,000 | 128.7% | $16.12万 | 加仓 |
| JD | JD.COM INC | $29.57万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $29.80万 | 0.02% | 200,000 | -136,176 | -40.5% | -$20.29万 | 减仓 |
| ANNX | ANNEXON INC | $30.47万 | 0.02% | 55,000 | 7,000 | 14.6% | $3.88万 | 加仓 |
| KIDS | ORTHOPEDIATRICS CORP | $31.49万 | 0.02% | 19,845 | 0 | 0.0% | — | 不变 |
| UPB | UPSTREAM BIO INC | $31.50万 | 0.02% | 35,000 | 35,000 | — | $31.50万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $32.25万 | 0.02% | 8,000 | 8,000 | — | $32.25万 | 新建仓 |
| — | KIORA PHARMACEUTICALS INC | $32.41万 | 0.02% | 167,941 | 0 | 0.0% | — | 不变 |
| KURA | KURA ONCOLOGY INC | $32.52万 | 0.02% | 40,000 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $32.55万 | 0.02% | 44,900 | -74,167 | -62.3% | -$53.77万 | 重新持有 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS 看涨期权 | $32.87万 | 0.02% | 35,000 | 35,000 | — | $32.87万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $32.94万 | 0.02% | 2,500 | 2,500 | — | $32.94万 | 新建仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $33.08万 | 0.02% | 71,298 | 71,298 | — | $33.08万 | 新建仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $33.84万 | 0.02% | 144,636 | 64,636 | 80.8% | $15.12万 | 加仓 |
| SRZN | SURROZEN INC | $34.96万 | 0.02% | 12,000 | 12,000 | — | $34.96万 | 新建仓 |
| LEGN | LEGEND BIOTECH CORP | $36.18万 | 0.02% | 20,000 | 20,000 | — | $36.18万 | 新建仓 |
| — | ADICET BIO INC | $36.66万 | 0.02% | 53,827 | -74,819 | -58.2% | -$50.95万 | 减仓 |
| RGNX | REGENXBIO INC | $37.22万 | 0.02% | 44,416 | -100,432 | -69.3% | -$84.16万 | 减仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS 看涨期权 | $37.28万 | 0.02% | 20,000 | 3,000 | 17.6% | $5.59万 | 重新持有 |
| VSTM | VERASTEM INC | $37.68万 | 0.02% | 71,100 | 71,100 | — | $37.68万 | 新建仓 |
| MRK | MERCK & CO INC | $37.77万 | 0.02% | 3,140 | -6,500 | -67.4% | -$78.19万 | 减仓 |
| BHVN | BIOHAVEN LTD | $37.88万 | 0.02% | 44,777 | 10,500 | 30.6% | $8.88万 | 加仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $38.49万 | 0.02% | 30,500 | 30,500 | — | $38.49万 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $40.19万 | 0.02% | 13,001 | -17,006 | -56.7% | -$52.57万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $40.88万 | 0.02% | 17,500 | 5,500 | 45.8% | $12.85万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN 看涨期权 | $41.90万 | 0.02% | 20,000 | 10,000 | 100.0% | $20.95万 | 加仓 |
| — | THERAPEUTICSMD INC | $42.26万 | 0.02% | 209,210 | 0 | 0.0% | — | 不变 |
| — | VISTAGEN THERAPEUTICS INC | $42.93万 | 0.03% | 751,141 | 127,566 | 20.5% | $7.29万 | 加仓 |
| NTRA | NATERA INC | $42.94万 | 0.03% | 2,147 | 0 | 0.0% | — | 不变 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $44.33万 | 0.03% | 128,503 | 50,910 | 65.6% | $17.56万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $44.88万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $44.89万 | 0.03% | 3,578 | 0 | 0.0% | — | 不变 |
| — | POLYPID LTD | $45.53万 | 0.03% | 103,950 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $46.85万 | 0.03% | 895 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $47.66万 | 0.03% | 42,900 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S 看涨期权 | $47.77万 | 0.03% | 13,000 | 13,000 | — | $47.77万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $47.86万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| — | PULMONX CORP | $48.31万 | 0.03% | 374,497 | 19,087 | 5.4% | $2.46万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $48.33万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| ACRS | ACLARIS THERAPEUTICS INC | $49.66万 | 0.03% | 132,426 | -481,560 | -78.4% | -$180.59万 | 减仓 |
| USFR | WISDOMTREE TR | $50.34万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GLOBA TERRA ACQUISITION COR | $51.80万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| PRLD | PRELUDE THERAPEUTICS INC | $52.27万 | 0.03% | 152,825 | 152,825 | — | $52.27万 | 新建仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $55.35万 | 0.03% | 19,947 | 200 | 1.0% | $5,550 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $56.72万 | 0.03% | 3,000 | -5,000 | -62.5% | -$94.53万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $57.28万 | 0.03% | 6,200 | 6,200 | — | $57.28万 | 新建仓 |
| — | KALARIS THERAPEUTICS INC | $57.70万 | 0.03% | 100,000 | 0 | 0.0% | — | 不变 |
| — | KEZAR LIFE SCIENCES INC | $60.79万 | 0.04% | 81,933 | -35,507 | -30.2% | -$26.35万 | 减仓 |
| ARVN | ARVINAS INC | $61.05万 | 0.04% | 57,591 | -500 | -0.9% | -$5,300 | 减仓 |
| AVTR | AVANTOR INC | $62.72万 | 0.04% | 80,000 | 10,000 | 14.3% | $7.84万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $62.75万 | 0.04% | 10,000 | 5,000 | 100.0% | $31.38万 | 加仓 |
| — | VYNE THERAPEUTICS INC | $63.57万 | 0.04% | 1,063,899 | 810,108 | 319.2% | $48.40万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $64.50万 | 0.04% | 16,033 | 1,300 | 8.8% | $5.23万 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $64.86万 | 0.04% | 51,357 | 10,000 | 24.2% | $12.63万 | 加仓 |
| — | FRACTYL HEALTH INC 看涨期权 | $65.40万 | 0.04% | 1,428,571 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $66.64万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $71.05万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $71.12万 | 0.04% | 6,942 | 100 | 1.5% | $1.02万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $73.53万 | 0.04% | 139,000 | 0 | 0.0% | — | 不变 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $76.16万 | 0.04% | 136,736 | 86,736 | 173.5% | $48.31万 | 加仓 |
| REPL | REPLIMUNE GROUP INC 看涨期权 | $76.50万 | 0.05% | 100,000 | 75,000 | 300.0% | $57.38万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $77.00万 | 0.05% | 8,750 | 8,750 | — | $77.00万 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC | $77.10万 | 0.05% | 57,688 | 57,688 | — | $77.10万 | 新建仓 |
| — | WW INTL INC | $79.28万 | 0.05% | 57,700 | 600 | 1.1% | $8,244 | 加仓 |
| ANL | ADLAI NORTYE LTD | $81.59万 | 0.05% | 117,909 | 117,909 | — | $81.59万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $84.36万 | 0.05% | 1,830 | 810 | 79.4% | $37.34万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $86.05万 | 0.05% | 47,463 | 4,789 | 11.2% | $8.68万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $86.91万 | 0.05% | 56,070 | -16,000 | -22.2% | -$24.80万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $88.51万 | 0.05% | 6,351 | -315 | -4.7% | -$4.39万 | 减仓 |
| BNTX | BIONTECH SE | $88.88万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| — | IBIO INC | $89.28万 | 0.05% | 469,878 | 64,347 | 15.9% | $12.23万 | 加仓 |
| — | KEEN VISION ACQUISITION CORP 看涨期权 | $90.00万 | 0.05% | 75,000 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $90.52万 | 0.05% | 19,500 | 3,200 | 19.6% | $14.85万 | 加仓 |
| SLN | SILENCE THERAPEUTICS PLC | $90.73万 | 0.05% | 172,157 | 148,514 | 628.2% | $78.27万 | 加仓 |
| — | ENGENE HOLDINGS INC | $91.04万 | 0.05% | 133,686 | -170,000 | -56.0% | -$115.77万 | 减仓 |
| — | CONTEXT THERAPEUTICS INC | $91.99万 | 0.05% | 351,094 | 0 | 0.0% | — | 不变 |
| CBIO | CRESCENT BIOPHARMA INC. | $92.35万 | 0.05% | 50,273 | -555,727 | -91.7% | -$1,020.87万 | 减仓 |
| GH | GUARDANT HEALTH INC | $92.37万 | 0.05% | 10,000 | 3,000 | 42.9% | $27.71万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $99.96万 | 0.06% | 105,000 | 60,000 | 133.3% | $57.12万 | 加仓 |
| FULC | FULCRUM THERAPEUTICS INC | $100.14万 | 0.06% | 130,560 | -1,123,189 | -89.6% | -$861.49万 | 减仓 |
| — | ELECTRONIC ARTS INC | $100.63万 | 0.06% | 4,936 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC | $102.22万 | 0.06% | 20,840 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $102.81万 | 0.06% | 18,200 | 5,300 | 41.1% | $29.94万 | 加仓 |
| MCK | MCKESSON CORP | $103.84万 | 0.06% | 1,200 | 0 | 0.0% | — | 不变 |
| — | BEST SPAC I ACQUISITION CORP | $104.00万 | 0.06% | 100,000 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $104.40万 | 0.06% | 1,507,800 | 2,500 | 0.2% | $1,731 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $104.60万 | 0.06% | 50,000 | -90,021 | -64.3% | -$188.32万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $106.14万 | 0.06% | 17,500 | -2,500 | -12.5% | -$15.16万 | 减仓 |