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 |
|---|---|---|---|---|---|---|---|---|
| — | DAY ONE BIOPHARMACEUTICALS I | $107.03万 | 0.06% | 49,923 | 21,900 | 78.2% | $46.95万 | 重新持有 |
| KROS | KEROS THERAPEUTICS INC | $107.44万 | 0.06% | 97,318 | 78,467 | 416.2% | $86.63万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $108.66万 | 0.06% | 116,712 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $110.71万 | 0.07% | 705,190 | 3,000 | 0.4% | $4,710 | 加仓 |
| XNCR | XENCOR INC | $112.96万 | 0.07% | 93,665 | 37,500 | 66.8% | $45.23万 | 加仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $114.30万 | 0.07% | 205,200 | 205,200 | — | $114.30万 | 新建仓 |
| SDGR | SCHRODINGER INC | $115.30万 | 0.07% | 101,500 | 101,500 | — | $115.30万 | 新建仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $117.00万 | 0.07% | 750,000 | 750,000 | — | $117.00万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $121.09万 | 0.07% | 95,350 | 95,350 | — | $121.09万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $121.28万 | 0.07% | 33,000 | 33,000 | — | $121.28万 | 新建仓 |
| QURE | UNIQURE NV | $124.60万 | 0.07% | 76,206 | -158,949 | -67.6% | -$259.88万 | 减仓 |
| — | SATELLOS BIOSCIENCE INC | $125.30万 | 0.07% | 222,555 | 222,555 | — | $125.30万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $128.60万 | 0.08% | 87,901 | -377,974 | -81.1% | -$552.98万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $129.59万 | 0.08% | 26,913 | -1,815 | -6.3% | -$8.74万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $129.66万 | 0.08% | 15,000 | 15,000 | — | $129.66万 | 新建仓 |
| FWRD | FORWARD AIR CORP | $130.74万 | 0.08% | 78,241 | 51,606 | 193.8% | $86.23万 | 加仓 |
| — | ADAGIO MED HLDGS INC | $138.63万 | 0.08% | 1,205,447 | 45,833 | 4.0% | $5.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $148.85万 | 0.09% | 5,501 | 5,501 | — | $148.85万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $149.53万 | 0.09% | 50,095 | -129,437 | -72.1% | -$386.37万 | 减仓 |
| — | AMICUS THERAPEUTIC | $151.83万 | 0.09% | 105,000 | 105,000 | — | $151.83万 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $153.18万 | 0.09% | 38,566 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $153.22万 | 0.09% | 29,642 | -100 | -0.3% | -$5,169 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $154.84万 | 0.09% | 432,500 | -43,300 | -9.1% | -$15.50万 | 减仓 |
| — | COHEN CIRCLE ACQUISIT CORP I | $155.10万 | 0.09% | 150,000 | 0 | 0.0% | — | 不变 |
| — | SOLENO THERAPEUTICS INC | $156.79万 | 0.09% | 46,830 | 5,000 | 12.0% | $16.74万 | 加仓 |
| QURE | UNIQURE NV 看涨期权 | $163.50万 | 0.10% | 100,000 | 70,000 | 233.3% | $114.45万 | 加仓 |
| ALKS | ALKERMES PLC | $164.07万 | 0.10% | 46,400 | -17,300 | -27.2% | -$61.17万 | 减仓 |
| GMED | GLOBUS MED INC | $173.18万 | 0.10% | 20,100 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $174.18万 | 0.10% | 91,869 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST 看跌期权 | $191.59万 | 0.11% | 15,000 | -25,000 | -62.5% | -$319.32万 | 重新持有 |
| — | CONNECT BIOPHARMA HLDGS LTD | $194.51万 | 0.11% | 742,400 | 742,400 | — | $194.51万 | 新建仓 |
| BIIB | BIOGEN INC | $201.66万 | 0.12% | 11,000 | -13,300 | -54.7% | -$243.83万 | 减仓 |
| DCTH | DELCATH SYS INC | $208.23万 | 0.12% | 224,385 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $217.34万 | 0.13% | 77,400 | 5,000 | 6.9% | $14.04万 | 加仓 |
| ALEC | ALECTOR INC | $225.75万 | 0.13% | 1,050,000 | -58,000 | -5.2% | -$12.47万 | 减仓 |
| BIOA | BIOAGE LABS INC | $237.09万 | 0.14% | 135,560 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $247.37万 | 0.15% | 33,900 | 30,400 | 868.6% | $221.83万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $253.41万 | 0.15% | 21,186 | -59,441 | -73.7% | -$710.97万 | 减仓 |
| — | INOVIO PHARMACEUTICALS INC | $255.80万 | 0.15% | 1,470,108 | -14,900 | -1.0% | -$2.59万 | 减仓 |
| — | MASIMO CORP | $266.81万 | 0.16% | 15,000 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $275.40万 | 0.16% | 90,593 | 90,593 | — | $275.40万 | 新建仓 |
| — | PEPGEN INC | $284.55万 | 0.17% | 1,607,638 | 1,570,796 | 4,263.6% | $278.03万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $285.39万 | 0.17% | 90,599 | -400 | -0.4% | -$1.26万 | 减仓 |
| — | APELLIS PHARMACEUTICALS INC | $291.67万 | 0.17% | 72,500 | 52,500 | 262.5% | $211.21万 | 加仓 |
| PHVS | PHARVARIS N V | $298.12万 | 0.18% | 105,528 | 20,000 | 23.4% | $56.50万 | 加仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $300.12万 | 0.18% | 974,421 | -847,391 | -46.5% | -$261.00万 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $311.54万 | 0.18% | 331,781 | 45,000 | 15.7% | $42.26万 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $312.47万 | 0.18% | 749,335 | 654,142 | 687.2% | $272.78万 | 加仓 |
| RLMD | RELMADA THERAPEUTICS INC | $314.53万 | 0.19% | 451,918 | 421,052 | 1,364.1% | $293.05万 | 加仓 |
| — | ATAIBECKLEY INC | $323.29万 | 0.19% | 913,242 | 913,242 | — | $323.29万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $325.73万 | 0.19% | 2,585,126 | 2,511,307 | 3,402.0% | $316.42万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $327.16万 | 0.19% | 141,814 | 141,814 | — | $327.16万 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC | $341.33万 | 0.20% | 213,462 | 149,789 | 235.2% | $239.51万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $347.48万 | 0.20% | 11,701 | 11,701 | — | $347.48万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $354.91万 | 0.21% | 215,752 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $356.40万 | 0.21% | 20,000 | 0 | 0.0% | — | 重新持有 |
| CTNM | CONTINEUM THERAPEUTICS INC | $361.32万 | 0.21% | 276,661 | -2,300 | -0.8% | -$3.00万 | 减仓 |
| — | ARCELLX INC | $368.39万 | 0.22% | 32,084 | 600 | 1.9% | $6.89万 | 加仓 |
| ZURA | ZURA BIO LTD | $375.09万 | 0.22% | 630,403 | 68,338 | 12.2% | $40.66万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION 看跌期权 | $377.40万 | 0.22% | 100,000 | 75,500 | 308.2% | $284.94万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $379.71万 | 0.22% | 118,623 | 0 | 0.0% | — | 不变 |
| — | SPRUCE BIOSCIENCES INC | $382.95万 | 0.23% | 58,600 | 600 | 1.0% | $3.92万 | 加仓 |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $387.21万 | 0.23% | 357,539 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $396.35万 | 0.23% | 2,264,845 | 260,000 | 13.0% | $45.50万 | 加仓 |
| CLYM | CLIMB BIO INC | $409.40万 | 0.24% | 597,662 | -834,813 | -58.3% | -$571.85万 | 减仓 |
| JANX | JANUX THERAPEUTICS INC | $414.98万 | 0.24% | 298,546 | 53,094 | 21.6% | $73.80万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $419.04万 | 0.25% | 154,686 | 18,455 | 13.5% | $49.99万 | 加仓 |
| EVMN | EVOMMUNE INC | $423.16万 | 0.25% | 184,062 | 0 | 0.0% | — | 不变 |
| BLTE | BELITE BIO INC | $428.57万 | 0.25% | 26,880 | -12,959 | -32.5% | -$206.62万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $440.78万 | 0.26% | 70,300 | 12,100 | 20.8% | $75.87万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $461.56万 | 0.27% | 55,000 | 55,000 | — | $461.56万 | 新建仓 |
| LLY | ELI LILLY & CO | $465.40万 | 0.27% | 5,060 | 4,060 | 406.0% | $373.43万 | 重新持有 |
| AGIO | AGIOS PHARMACEUTICALS INC | $475.89万 | 0.28% | 140,672 | -47,328 | -25.2% | -$160.11万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $485.20万 | 0.29% | 30,000 | 30,000 | — | $485.20万 | 新建仓 |
| ABVX | ABIVAX SA 看涨期权 | $489.94万 | 0.29% | 44,000 | 44,000 | — | $489.94万 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $490.01万 | 0.29% | 940,512 | -196,287 | -17.3% | -$102.27万 | 减仓 |
| — | BHAV ACQUISITION CORP | $493.50万 | 0.29% | 495,000 | 495,000 | — | $493.50万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $494.30万 | 0.29% | 45,000 | 0 | 0.0% | — | 重新持有 |
| IVVD | INVIVYD INC | $496.92万 | 0.29% | 3,822,427 | -76,970 | -2.0% | -$10.01万 | 减仓 |
| — | ACUMEN PHARMACEUTICALS INC | $508.89万 | 0.30% | 2,156,334 | 1,265,151 | 142.0% | $298.58万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $517.00万 | 0.30% | 20,014 | 0 | 0.0% | — | 不变 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $548.04万 | 0.32% | 499,581 | 42,861 | 9.4% | $47.02万 | 加仓 |
| — | OAKTREE ACQUISITION CORP III | $550.05万 | 0.32% | 516,482 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $570.24万 | 0.34% | 262,058 | 233,192 | 807.8% | $507.43万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $571.99万 | 0.34% | 95,523 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $572.15万 | 0.34% | 25,014 | -300 | -1.2% | -$6.86万 | 减仓 |
| INSM | INSMED INC | $578.73万 | 0.34% | 35,392 | 35,392 | — | $578.73万 | 新建仓 |
| DHR | DANAHER CORP DEL | $586.47万 | 0.35% | 30,932 | 5,332 | 20.8% | $101.09万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $595.45万 | 0.35% | 304,422 | 227,224 | 294.3% | $444.45万 | 加仓 |
| KRRO | KORRO BIO INC | $611.34万 | 0.36% | 540,054 | 499,819 | 1,242.2% | $565.80万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $673.16万 | 0.40% | 15,075 | 1,359 | 9.9% | $60.68万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $682.00万 | 0.40% | 27,500 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $686.70万 | 0.40% | 1,973,282 | 1,973,282 | — | $686.70万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $700.21万 | 0.41% | 94,292 | -119,122 | -55.8% | -$884.60万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $711.04万 | 0.42% | 395,459 | 270,084 | 215.4% | $485.61万 | 加仓 |
| DMRA | DAMORA THERAPEUTICS INC | $722.61万 | 0.43% | 279,000 | 279,000 | — | $722.61万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $740.99万 | 0.44% | 227,717 | 201,223 | 759.5% | $654.78万 | 加仓 |
| EQ | EQUILLIUM INC | $745.33万 | 0.44% | 3,726,659 | -1,881,419 | -33.5% | -$376.28万 | 减仓 |
| — | LEONABIO INC | $747.85万 | 0.44% | 727,481 | 333,780 | 84.8% | $343.13万 | 加仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $762.19万 | 0.45% | 374,909 | 374,909 | — | $762.19万 | 新建仓 |