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 |
|---|---|---|---|---|---|---|---|---|
| AVBP | ARRIVENT BIOPHARMA INC | $327.16万 | 0.19% | 141,814 | 141,814 | — | $327.16万 | 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 |
| — | ATAIBECKLEY INC | $323.29万 | 0.19% | 913,242 | 913,242 | — | $323.29万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $314.53万 | 0.19% | 451,918 | 421,052 | 1,364.1% | $293.05万 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $312.47万 | 0.18% | 749,335 | 654,142 | 687.2% | $272.78万 | 加仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $311.54万 | 0.18% | 331,781 | 45,000 | 15.7% | $42.26万 | 加仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $300.12万 | 0.18% | 974,421 | -847,391 | -46.5% | -$261.00万 | 减仓 |
| PHVS | PHARVARIS N V | $298.12万 | 0.18% | 105,528 | 20,000 | 23.4% | $56.50万 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $291.67万 | 0.17% | 72,500 | 52,500 | 262.5% | $211.21万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $285.39万 | 0.17% | 90,599 | -400 | -0.4% | -$1.26万 | 减仓 |
| — | PEPGEN INC | $284.55万 | 0.17% | 1,607,638 | 1,570,796 | 4,263.6% | $278.03万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $275.40万 | 0.16% | 90,593 | 90,593 | — | $275.40万 | 新建仓 |
| — | MASIMO CORP | $266.81万 | 0.16% | 15,000 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $255.80万 | 0.15% | 1,470,108 | -14,900 | -1.0% | -$2.59万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $253.41万 | 0.15% | 21,186 | -59,441 | -73.7% | -$710.97万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $247.37万 | 0.15% | 33,900 | 30,400 | 868.6% | $221.83万 | 加仓 |
| BIOA | BIOAGE LABS INC | $237.09万 | 0.14% | 135,560 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $225.75万 | 0.13% | 1,050,000 | -58,000 | -5.2% | -$12.47万 | 减仓 |
| PFE | PFIZER INC | $217.34万 | 0.13% | 77,400 | 5,000 | 6.9% | $14.04万 | 加仓 |
| DCTH | DELCATH SYS INC | $208.23万 | 0.12% | 224,385 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $201.66万 | 0.12% | 11,000 | -13,300 | -54.7% | -$243.83万 | 减仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $194.51万 | 0.11% | 742,400 | 742,400 | — | $194.51万 | 新建仓 |
| 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 |
| SMMT | SUMMIT THERAPEUTICS INC | $174.18万 | 0.10% | 91,869 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $173.18万 | 0.10% | 20,100 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $164.07万 | 0.10% | 46,400 | -17,300 | -27.2% | -$61.17万 | 减仓 |
| QURE | UNIQURE NV 看涨期权 | $163.50万 | 0.10% | 100,000 | 70,000 | 233.3% | $114.45万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $156.79万 | 0.09% | 46,830 | 5,000 | 12.0% | $16.74万 | 加仓 |
| — | COHEN CIRCLE ACQUISIT CORP I | $155.10万 | 0.09% | 150,000 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $154.84万 | 0.09% | 432,500 | -43,300 | -9.1% | -$15.50万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $153.22万 | 0.09% | 29,642 | -100 | -0.3% | -$5,169 | 减仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $153.18万 | 0.09% | 38,566 | 0 | 0.0% | — | 不变 |
| — | AMICUS THERAPEUTIC | $151.83万 | 0.09% | 105,000 | 105,000 | — | $151.83万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $149.53万 | 0.09% | 50,095 | -129,437 | -72.1% | -$386.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $148.85万 | 0.09% | 5,501 | 5,501 | — | $148.85万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $138.63万 | 0.08% | 1,205,447 | 45,833 | 4.0% | $5.27万 | 加仓 |
| FWRD | FORWARD AIR CORP | $130.74万 | 0.08% | 78,241 | 51,606 | 193.8% | $86.23万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $129.66万 | 0.08% | 15,000 | 15,000 | — | $129.66万 | 新建仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $129.59万 | 0.08% | 26,913 | -1,815 | -6.3% | -$8.74万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $128.60万 | 0.08% | 87,901 | -377,974 | -81.1% | -$552.98万 | 减仓 |
| — | SATELLOS BIOSCIENCE INC | $125.30万 | 0.07% | 222,555 | 222,555 | — | $125.30万 | 新建仓 |
| QURE | UNIQURE NV | $124.60万 | 0.07% | 76,206 | -158,949 | -67.6% | -$259.88万 | 减仓 |
| NVO | NOVO-NORDISK A S | $121.28万 | 0.07% | 33,000 | 33,000 | — | $121.28万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $121.09万 | 0.07% | 95,350 | 95,350 | — | $121.09万 | 新建仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $117.00万 | 0.07% | 750,000 | 750,000 | — | $117.00万 | 新建仓 |
| SDGR | SCHRODINGER INC | $115.30万 | 0.07% | 101,500 | 101,500 | — | $115.30万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $114.30万 | 0.07% | 205,200 | 205,200 | — | $114.30万 | 新建仓 |
| XNCR | XENCOR INC | $112.96万 | 0.07% | 93,665 | 37,500 | 66.8% | $45.23万 | 加仓 |
| OABI | OMNIAB INC | $110.71万 | 0.07% | 705,190 | 3,000 | 0.4% | $4,710 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $108.66万 | 0.06% | 116,712 | 0 | 0.0% | — | 不变 |
| KROS | KEROS THERAPEUTICS INC | $107.44万 | 0.06% | 97,318 | 78,467 | 416.2% | $86.63万 | 加仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $107.03万 | 0.06% | 49,923 | 21,900 | 78.2% | $46.95万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $106.14万 | 0.06% | 17,500 | -2,500 | -12.5% | -$15.16万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $104.60万 | 0.06% | 50,000 | -90,021 | -64.3% | -$188.32万 | 减仓 |
| — | TENAYA THERAPEUTICS INC | $104.40万 | 0.06% | 1,507,800 | 2,500 | 0.2% | $1,731 | 加仓 |
| — | BEST SPAC I ACQUISITION CORP | $104.00万 | 0.06% | 100,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $103.84万 | 0.06% | 1,200 | 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 |
| ORKA | ORUKA THERAPEUTICS INC | $102.22万 | 0.06% | 20,840 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $100.63万 | 0.06% | 4,936 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $100.14万 | 0.06% | 130,560 | -1,123,189 | -89.6% | -$861.49万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $99.96万 | 0.06% | 105,000 | 60,000 | 133.3% | $57.12万 | 加仓 |
| GH | GUARDANT HEALTH INC | $92.37万 | 0.05% | 10,000 | 3,000 | 42.9% | $27.71万 | 加仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $92.35万 | 0.05% | 50,273 | -555,727 | -91.7% | -$1,020.87万 | 减仓 |
| — | CONTEXT THERAPEUTICS INC | $91.99万 | 0.05% | 351,094 | 0 | 0.0% | — | 不变 |
| — | ENGENE HOLDINGS INC | $91.04万 | 0.05% | 133,686 | -170,000 | -56.0% | -$115.77万 | 减仓 |
| SLN | SILENCE THERAPEUTICS PLC | $90.73万 | 0.05% | 172,157 | 148,514 | 628.2% | $78.27万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $90.52万 | 0.05% | 19,500 | 3,200 | 19.6% | $14.85万 | 加仓 |
| — | KEEN VISION ACQUISITION CORP 看涨期权 | $90.00万 | 0.05% | 75,000 | 0 | 0.0% | — | 不变 |
| — | IBIO INC | $89.28万 | 0.05% | 469,878 | 64,347 | 15.9% | $12.23万 | 加仓 |
| BNTX | BIONTECH SE | $88.88万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $88.51万 | 0.05% | 6,351 | -315 | -4.7% | -$4.39万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $86.91万 | 0.05% | 56,070 | -16,000 | -22.2% | -$24.80万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $86.05万 | 0.05% | 47,463 | 4,789 | 11.2% | $8.68万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $84.36万 | 0.05% | 1,830 | 810 | 79.4% | $37.34万 | 加仓 |
| ANL | ADLAI NORTYE LTD | $81.59万 | 0.05% | 117,909 | 117,909 | — | $81.59万 | 新建仓 |
| — | WW INTL INC | $79.28万 | 0.05% | 57,700 | 600 | 1.1% | $8,244 | 加仓 |
| RNA | ATRIUM THERAPEUTICS INC | $77.10万 | 0.05% | 57,688 | 57,688 | — | $77.10万 | 新建仓 |
| ITGR | INTEGER HLDGS CORP | $77.00万 | 0.05% | 8,750 | 8,750 | — | $77.00万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC 看涨期权 | $76.50万 | 0.05% | 100,000 | 75,000 | 300.0% | $57.38万 | 加仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $76.16万 | 0.04% | 136,736 | 86,736 | 173.5% | $48.31万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $73.53万 | 0.04% | 139,000 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $71.12万 | 0.04% | 6,942 | 100 | 1.5% | $1.02万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $71.05万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $66.64万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| — | FRACTYL HEALTH INC 看涨期权 | $65.40万 | 0.04% | 1,428,571 | 0 | 0.0% | — | 不变 |
| ENTA | ENANTA PHARMACEUTICALS INC | $64.86万 | 0.04% | 51,357 | 10,000 | 24.2% | $12.63万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $64.50万 | 0.04% | 16,033 | 1,300 | 8.8% | $5.23万 | 加仓 |
| — | VYNE THERAPEUTICS INC | $63.57万 | 0.04% | 1,063,899 | 810,108 | 319.2% | $48.40万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $62.75万 | 0.04% | 10,000 | 5,000 | 100.0% | $31.38万 | 加仓 |
| AVTR | AVANTOR INC | $62.72万 | 0.04% | 80,000 | 10,000 | 14.3% | $7.84万 | 加仓 |
| ARVN | ARVINAS INC | $61.05万 | 0.04% | 57,591 | -500 | -0.9% | -$5,300 | 减仓 |
| — | KEZAR LIFE SCIENCES INC | $60.79万 | 0.04% | 81,933 | -35,507 | -30.2% | -$26.35万 | 减仓 |
| — | KALARIS THERAPEUTICS INC | $57.70万 | 0.03% | 100,000 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $57.28万 | 0.03% | 6,200 | 6,200 | — | $57.28万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $56.72万 | 0.03% | 3,000 | -5,000 | -62.5% | -$94.53万 | 减仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $55.35万 | 0.03% | 19,947 | 200 | 1.0% | $5,550 | 加仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $52.27万 | 0.03% | 152,825 | 152,825 | — | $52.27万 | 新建仓 |
| — | GLOBA TERRA ACQUISITION COR | $51.80万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $50.34万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |