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 |
|---|---|---|---|---|---|---|---|---|
| ACRS | ACLARIS THERAPEUTICS INC | $49.66万 | 0.03% | 132,426 | -481,560 | -78.4% | -$180.59万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $48.33万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| — | PULMONX CORP | $48.31万 | 0.03% | 374,497 | 19,087 | 5.4% | $2.46万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $47.86万 | 0.03% | 20,000 | 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 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $47.66万 | 0.03% | 42,900 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $46.85万 | 0.03% | 895 | 0 | 0.0% | — | 不变 |
| — | POLYPID LTD | $45.53万 | 0.03% | 103,950 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $44.89万 | 0.03% | 3,578 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $44.88万 | 0.03% | 30,000 | 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 |
| NTRA | NATERA INC | $42.94万 | 0.03% | 2,147 | 0 | 0.0% | — | 不变 |
| — | VISTAGEN THERAPEUTICS INC | $42.93万 | 0.03% | 751,141 | 127,566 | 20.5% | $7.29万 | 加仓 |
| — | THERAPEUTICSMD INC | $42.26万 | 0.02% | 209,210 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN 看涨期权 | $41.90万 | 0.02% | 20,000 | 10,000 | 100.0% | $20.95万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $40.88万 | 0.02% | 17,500 | 5,500 | 45.8% | $12.85万 | 加仓 |
| TECX | TECTONIC THERAPEUTIC INC | $40.19万 | 0.02% | 13,001 | -17,006 | -56.7% | -$52.57万 | 减仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $38.49万 | 0.02% | 30,500 | 30,500 | — | $38.49万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $37.88万 | 0.02% | 44,777 | 10,500 | 30.6% | $8.88万 | 加仓 |
| MRK | MERCK & CO INC | $37.77万 | 0.02% | 3,140 | -6,500 | -67.4% | -$78.19万 | 减仓 |
| VSTM | VERASTEM INC | $37.68万 | 0.02% | 71,100 | 71,100 | — | $37.68万 | 新建仓 |
| 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 |
| RGNX | REGENXBIO INC | $37.22万 | 0.02% | 44,416 | -100,432 | -69.3% | -$84.16万 | 减仓 |
| — | ADICET BIO INC | $36.66万 | 0.02% | 53,827 | -74,819 | -58.2% | -$50.95万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $36.18万 | 0.02% | 20,000 | 20,000 | — | $36.18万 | 新建仓 |
| SRZN | SURROZEN INC | $34.96万 | 0.02% | 12,000 | 12,000 | — | $34.96万 | 新建仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $33.84万 | 0.02% | 144,636 | 64,636 | 80.8% | $15.12万 | 加仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $33.08万 | 0.02% | 71,298 | 71,298 | — | $33.08万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $32.94万 | 0.02% | 2,500 | 2,500 | — | $32.94万 | 新建仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS 看涨期权 | $32.87万 | 0.02% | 35,000 | 35,000 | — | $32.87万 | 新建仓 |
| WVE | WAVE LIFE SCIENCES LTD | $32.55万 | 0.02% | 44,900 | -74,167 | -62.3% | -$53.77万 | 重新持有 |
| KURA | KURA ONCOLOGY INC | $32.52万 | 0.02% | 40,000 | 0 | 0.0% | — | 不变 |
| — | KIORA PHARMACEUTICALS INC | $32.41万 | 0.02% | 167,941 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $32.25万 | 0.02% | 8,000 | 8,000 | — | $32.25万 | 新建仓 |
| UPB | UPSTREAM BIO INC | $31.50万 | 0.02% | 35,000 | 35,000 | — | $31.50万 | 新建仓 |
| KIDS | ORTHOPEDIATRICS CORP | $31.49万 | 0.02% | 19,845 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $30.47万 | 0.02% | 55,000 | 7,000 | 14.6% | $3.88万 | 加仓 |
| GERN | GERON CORP | $29.80万 | 0.02% | 200,000 | -136,176 | -40.5% | -$20.29万 | 减仓 |
| JD | JD.COM INC | $29.57万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PMV PHARMACEUTICALS INC | $28.64万 | 0.02% | 231,008 | 130,000 | 128.7% | $16.12万 | 加仓 |
| — | TRAWS PHARMA INC | $28.20万 | 0.02% | 154,098 | -333 | -0.2% | -$609 | 减仓 |
| JBIO | JADE BIOSCIENCES INC | $28.10万 | 0.02% | 20,000 | -1,000 | -4.8% | -$1.41万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $28.07万 | 0.02% | 13,400 | 4,400 | 48.9% | $9.22万 | 重新持有 |
| — | PROCAP ACQUISITION CORP | $27.86万 | 0.02% | 26,940 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $27.26万 | 0.02% | 13,705 | 0 | 0.0% | — | 不变 |
| RXST | RXSIGHT INC | $26.64万 | 0.02% | 43,250 | 21,447 | 98.4% | $13.21万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $25.65万 | 0.02% | 1,600 | 1,600 | — | $25.65万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $25.02万 | 0.01% | 19,517 | 19,517 | — | $25.02万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.99万 | 0.01% | 640 | 640 | — | $24.99万 | 新建仓 |
| RBRK | RUBRIK INC. | $24.00万 | 0.01% | 4,900 | 4,900 | — | $24.00万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $23.98万 | 0.01% | 5,000 | 5,000 | — | $23.98万 | 新建仓 |
| SGRY | SURGERY PARTNERS INC | $23.84万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $23.74万 | 0.01% | 52,745 | -132,944 | -71.6% | -$59.82万 | 减仓 |
| EOLS | EVOLUS INC | $22.96万 | 0.01% | 55,859 | 20,000 | 55.8% | $8.22万 | 加仓 |
| QTTB | Q32 BIO INC | $22.47万 | 0.01% | 35,000 | 15,000 | 75.0% | $9.63万 | 加仓 |
| — | LONGEVERON INC | $20.80万 | 0.01% | 200,000 | 200,000 | — | $20.80万 | 新建仓 |
| ANAB | ANAPTYSBIO INC | $20.51万 | 0.01% | 3,698 | 3,698 | — | $20.51万 | 新建仓 |
| — | CANTOR EQUITY PARTNERS VI IN | $20.20万 | 0.01% | 20,000 | 20,000 | — | $20.20万 | 新建仓 |
| — | KALVISTA PHARMACEUTICALS INC | $20.13万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $19.36万 | 0.01% | 22,428 | -35,000 | -60.9% | -$30.21万 | 减仓 |
| NUVB | NUVATION BIO INC | $18.66万 | 0.01% | 43,500 | 43,500 | — | $18.66万 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $18.64万 | 0.01% | 17,500 | 17,500 | — | $18.64万 | 新建仓 |
| — | LIPOCINE INC NEW | $18.52万 | 0.01% | 23,180 | 23,180 | — | $18.52万 | 新建仓 |
| RLYB | RALLYBIO CORP | $18.42万 | 0.01% | 20,535 | 20,535 | — | $18.42万 | 新建仓 |
| RZLT | REZOLUTE INC | $17.90万 | 0.01% | 58,679 | 20,000 | 51.7% | $6.10万 | 加仓 |
| — | Q/C TECHNOLOGIES INC | $17.25万 | 0.01% | 50,000 | 50,000 | — | $17.25万 | 新建仓 |
| ERAS | ERASCA INC | $16.18万 | 0.01% | 10,000 | 10,000 | — | $16.18万 | 新建仓 |
| — | COYA THERAPEUTICS INC | $16.11万 | 0.01% | 40,900 | 40,900 | — | $16.11万 | 新建仓 |
| PSNL | PERSONALIS INC | $15.93万 | 0.01% | 25,000 | 25,000 | — | $15.93万 | 新建仓 |
| SIBN | SI BONE INC | $15.89万 | 0.01% | 12,580 | 12,580 | — | $15.89万 | 新建仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $15.35万 | 0.01% | 50,000 | 50,000 | — | $15.35万 | 新建仓 |
| — | CYBIN INC | $15.01万 | 0.01% | 31,278 | -207,112 | -86.9% | -$99.41万 | 减仓 |
| — | NEURONETICS INC | $14.50万 | 0.01% | 100,000 | 100,000 | — | $14.50万 | 新建仓 |
| ARDX | ARDELYX INC | $14.32万 | 0.01% | 23,900 | 23,900 | — | $14.32万 | 新建仓 |
| IFRX | INFLARX NV | $14.16万 | 0.01% | 158,271 | -1,208 | -0.8% | -$1,080 | 重新持有 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $14.05万 | 0.01% | 47,800 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $13.51万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| — | CHEMOMAB THERAPEUTICS LTD | $12.56万 | 0.01% | 80,000 | 0 | 0.0% | — | 不变 |
| — | JASPER THERAPEUTICS INC | $12.27万 | 0.01% | 140,000 | 0 | 0.0% | — | 不变 |
| — | NEUPHORIA THERAPEUTICS INC | $12.21万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $11.90万 | 0.01% | 100,000 | -100 | -0.1% | -$119 | 减仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $11.58万 | 0.01% | 15,000 | 15,000 | — | $11.58万 | 新建仓 |
| MGNX | MACROGENICS INC | $11.56万 | 0.01% | 40,000 | 40,000 | — | $11.56万 | 新建仓 |
| CCCC | C4 THERAPEUTICS INC | $11.31万 | 0.01% | 43,000 | 43,000 | — | $11.31万 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $10.74万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $10.64万 | 0.01% | 10,000 | 10,000 | — | $10.64万 | 新建仓 |
| — | GOSSAMER BIO INC | $9.45万 | 0.01% | 287,531 | 75,000 | 35.3% | $2.46万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $9.11万 | 0.01% | 10,000 | -40,000 | -80.0% | -$36.44万 | 减仓 |
| — | SOLIDION TECHNOLOGY INC 看涨期权 | $8.52万 | 0.01% | 13,500 | 0 | 0.0% | — | 不变 |
| — | LITE STRATEGY INC | $7.81万 | 0.00% | 67,292 | 0 | 0.0% | — | 不变 |
| — | VERU INC | $7.74万 | 0.00% | 35,000 | 0 | 0.0% | — | 不变 |
| — | KYNTRA BIO INC | $7.10万 | 0.00% | 10,469 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $7.04万 | 0.00% | 40,000 | -8,300 | -17.2% | -$1.46万 | 减仓 |
| — | BIOMEA FUSION INC | $6.64万 | 0.00% | 43,420 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $6.45万 | 0.00% | 33,100 | -17,500 | -34.6% | -$3.41万 | 减仓 |
| OGN | ORGANON & CO | $5.99万 | 0.00% | 10,000 | -25,000 | -71.4% | -$14.97万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $5.86万 | 0.00% | 21,400 | 21,400 | — | $5.86万 | 新建仓 |
| — | MEREO BIOPHARMA GROUP PLC | $4.95万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | AN2 THERAPEUTICS INC | $4.74万 | 0.00% | 13,861 | 13,861 | — | $4.74万 | 新建仓 |
| — | A SPAC III ACQUISITION CORP | $4.24万 | 0.00% | 215,000 | 0 | 0.0% | — | 不变 |