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 |
|---|---|---|---|---|---|---|---|---|
| SVRA | SAVARA INC | $799.64万 | 0.47% | 1,464,535 | 59,083 | 4.2% | $32.26万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $808.39万 | 0.48% | 268,391 | 32,420 | 13.7% | $97.65万 | 加仓 |
| IRD | OPUS GENETICS INC | $841.30万 | 0.50% | 1,849,004 | 1,809,004 | 4,522.5% | $823.10万 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC | $842.26万 | 0.50% | 1,467,350 | 74,189 | 5.3% | $42.58万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $852.10万 | 0.50% | 457,137 | 305,642 | 201.8% | $569.72万 | 重新持有 |
| REGN | REGENERON PHARMACEUTICALS | $939.07万 | 0.55% | 12,154 | 103 | 0.9% | $7.96万 | 加仓 |
| OKUR | ONKURE THERAPEUTICS INC | $1,008.07万 | 0.59% | 2,434,941 | 1,420,783 | 140.1% | $588.20万 | 加仓 |
| OVID | OVID THERAPEUTICS INC | $1,008.79万 | 0.59% | 4,544,113 | 259,113 | 6.0% | $57.52万 | 加仓 |
| HLXC | HELIX ACQUISITION CORP III | $1,030.00万 | 0.61% | 1,000,000 | 1,000,000 | — | $1,030.00万 | 新建仓 |
| — | TERNS PHARMACEUTICALS INC 看涨期权 | $1,054.40万 | 0.62% | 200,000 | 200,000 | — | $1,054.40万 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $1,093.31万 | 0.64% | 1,361,536 | 991,967 | 268.4% | $796.55万 | 加仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $1,109.90万 | 0.65% | 6,606,572 | -1,457,377 | -18.1% | -$244.84万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $1,160.21万 | 0.68% | 161,252 | 89,221 | 123.9% | $641.95万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,203.98万 | 0.71% | 160,338 | 13,208 | 9.0% | $99.18万 | 加仓 |
| IVA | INVENTIVA SA | $1,206.79万 | 0.71% | 2,174,398 | -535,448 | -19.8% | -$297.17万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $1,210.99万 | 0.71% | 1,582,987 | 341,665 | 27.5% | $261.37万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $1,212.10万 | 0.71% | 213,473 | 42,051 | 24.5% | $238.77万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,242.50万 | 0.73% | 135,585 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $1,256.81万 | 0.74% | 185,699 | -72,440 | -28.1% | -$490.27万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,291.80万 | 0.76% | 329,540 | 299,540 | 998.5% | $1,174.20万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,302.11万 | 0.77% | 133,893 | -11,186 | -7.7% | -$108.78万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $1,306.38万 | 0.77% | 524,441 | 457,364 | 681.8% | $1,139.29万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,331.05万 | 0.78% | 228,899 | 24,930 | 12.2% | $144.97万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $1,331.80万 | 0.78% | 2,979,429 | 483,620 | 19.4% | $216.18万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,357.03万 | 0.80% | 427,816 | -218,951 | -33.9% | -$694.51万 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1,390.84万 | 0.82% | 1,000,604 | 110,248 | 12.4% | $153.24万 | 加仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $1,409.93万 | 0.83% | 3,133,175 | -2,281,934 | -42.1% | -$1,026.87万 | 减仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $1,447.98万 | 0.85% | 264,278 | 30,370 | 13.0% | $166.40万 | 加仓 |
| PCVX | VAXCYTE INC | $1,505.85万 | 0.89% | 259,137 | -56,505 | -17.9% | -$328.35万 | 减仓 |
| SNY | SANOFI SA | $1,527.01万 | 0.90% | 316,939 | 253,465 | 399.3% | $1,221.19万 | 加仓 |
| PRTA | PROTHENA CORP PLC | $1,537.16万 | 0.91% | 1,581,443 | 123,679 | 8.5% | $120.22万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $1,602.79万 | 0.94% | 3,410,190 | -772,579 | -18.5% | -$363.11万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1,706.50万 | 1.01% | 338,323 | 304,272 | 893.6% | $1,534.75万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,838.98万 | 1.08% | 211,450 | 160,101 | 311.8% | $1,392.40万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $2,002.15万 | 1.18% | 407,273 | 337,684 | 485.3% | $1,660.05万 | 加仓 |
| INSP | INSPIRE MED SYS INC | $2,090.01万 | 1.23% | 405,197 | 390,197 | 2,601.3% | $2,012.64万 | 加仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $2,102.97万 | 1.24% | 3,789,132 | 2,550,355 | 205.9% | $1,415.45万 | 加仓 |
| DBVT | DBV TECHNOLOGIES S A | $2,115.88万 | 1.25% | 1,012,866 | 1,012,866 | — | $2,115.88万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $2,459.26万 | 1.45% | 2,744,714 | 2,744,714 | — | $2,459.26万 | 新建仓 |
| SEPN | SEPTERNA INC | $2,618.83万 | 1.54% | 1,089,818 | -67,793 | -5.9% | -$162.91万 | 减仓 |
| ZLAB | ZAI LAB LTD | $2,681.12万 | 1.58% | 1,425,367 | 178,847 | 14.3% | $336.41万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $3,446.71万 | 2.03% | 1,446,375 | 1,446,375 | — | $3,446.71万 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $3,593.19万 | 2.12% | 1,871,455 | 1,819,339 | 3,490.9% | $3,493.13万 | 加仓 |
| BOXX | EA SERIES TRUST | $3,920.43万 | 2.31% | 337,125 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $4,138.05万 | 2.44% | 1,139,331 | 829,963 | 268.3% | $3,014.43万 | 加仓 |
| CYTK | CYTOKINETICS INC | $4,169.18万 | 2.46% | 632,556 | 92,390 | 17.1% | $608.94万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $4,822.29万 | 2.84% | 914,699 | 373,084 | 68.9% | $1,966.90万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,938.68万 | 2.91% | 75,940 | 21,256 | 38.9% | $1,382.36万 | 加仓 |
| IMVT | IMMUNOVANT INC | $6,654.66万 | 3.92% | 2,679,010 | 198,042 | 8.0% | $491.94万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $9,101.96万 | 5.36% | 3,285,906 | -143,056 | -4.2% | -$396.27万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1.05亿 | 6.17% | 994,119 | -55,049 | -5.2% | -$580.22万 | 减仓 |
| ABVX | ABIVAX SA | $1.55亿 | 9.14% | 1,394,019 | 76,690 | 5.8% | $853.94万 | 加仓 |