Exome Asset Management LLC
NEW YORK NY · SEC CIK 0002011932
$1.62亿2026Q2 申报市值
52持仓数
44.6%前十大占比 · 第一大 6.2%
15 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TGTX 新建仓+$906.04万
ABVX 新建仓+$624.70万
QURE 新建仓+$373.34万
AZN 新建仓+$225.41万
VKTX 新建仓+$186.71万
2026Q2 卖出最多 按季末市值估算
PRAX 减仓-$611.46万
ELVN 减仓-$608.43万
RLAY 减仓-$431.77万
ELV 清仓-$429.67万
CYTK 减仓-$371.96万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GH | GUARDANT HEALTH INC | $1,012.70万 | 6.25% | 67,500 | -15,236 | -18.4% | -$228.59万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $910.80万 | 5.62% | 27,205 | -18,264 | -40.2% | -$611.46万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $906.04万 | 5.59% | 164,915 | 164,915 | — | $906.04万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $814.72万 | 5.03% | 210,523 | -68,010 | -24.4% | -$263.20万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $699.16万 | 4.31% | 88,177 | -21,887 | -19.9% | -$173.54万 | 减仓 |
| LLY | ELI LILLY & CO | $658.73万 | 4.06% | 5,492 | -1,520 | -21.7% | -$182.31万 | 减仓 |
| ABVX | ABIVAX SA | $624.70万 | 3.85% | 46,878 | 46,878 | — | $624.70万 | 新建仓 |
| ALMS | ALUMIS INC | $575.23万 | 3.55% | 204,418 | -74,758 | -26.8% | -$210.37万 | 减仓 |
| CYTK | CYTOKINETICS INC | $511.62万 | 3.16% | 60,056 | -43,662 | -42.1% | -$371.96万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $508.53万 | 3.14% | 100,203 | -119,888 | -54.5% | -$608.43万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $417.41万 | 2.57% | 97,276 | -17,715 | -15.4% | -$76.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $399.50万 | 2.46% | 9,612 | -3,250 | -25.3% | -$135.08万 | 减仓 |
| TXG | 10X GENOMICS INC | $393.48万 | 2.43% | 102,629 | -51,565 | -33.4% | -$197.70万 | 减仓 |
| NTRA | NATERA INC | $374.60万 | 2.31% | 13,800 | -4,850 | -26.0% | -$131.65万 | 减仓 |
| QURE | UNIQURE NV | $373.34万 | 2.30% | 81,056 | 81,056 | — | $373.34万 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $357.62万 | 2.21% | 32,209 | -8,372 | -20.6% | -$92.95万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $342.24万 | 2.11% | 114,692 | 26,182 | 29.6% | $78.13万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $331.82万 | 2.05% | 137,115 | -42,369 | -23.6% | -$102.53万 | 减仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $324.16万 | 2.00% | 166,493 | -48,883 | -22.7% | -$95.18万 | 减仓 |
| ALKS | ALKERMES PLC | $321.37万 | 1.98% | 61,336 | -22,767 | -27.1% | -$119.29万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $312.73万 | 1.93% | 39,224 | -6,572 | -14.4% | -$52.40万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $293.13万 | 1.81% | 5,410 | -1,643 | -23.3% | -$89.02万 | 减仓 |
| GKOS | GLAUKOS CORP | $277.59万 | 1.71% | 19,862 | -1,012 | -4.8% | -$14.14万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $262.58万 | 1.62% | 32,214 | -13,507 | -29.5% | -$110.10万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $261.63万 | 1.61% | 70,500 | -54,560 | -43.6% | -$202.47万 | 减仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $229.98万 | 1.42% | 127,769 | -25,422 | -16.6% | -$45.76万 | 减仓 |
| AZN | ASTRAZENECA PLC | $225.41万 | 1.39% | 12,045 | 12,045 | — | $225.41万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $206.34万 | 1.27% | 48,347 | 0 | 0.0% | — | 不变 |
| — | ADAGENE INC | $205.08万 | 1.27% | 488,293 | -248,552 | -33.7% | -$104.39万 | 减仓 |
| PEN | PENUMBRA INC | $198.92万 | 1.23% | 6,300 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $195.18万 | 1.20% | 4,908 | -1,450 | -22.8% | -$57.66万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $186.71万 | 1.15% | 47,861 | 47,861 | — | $186.71万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $178.32万 | 1.10% | 181,588 | 181,588 | — | $178.32万 | 新建仓 |
| EQ | EQUILLIUM INC | $176.95万 | 1.09% | 552,956 | 552,956 | — | $176.95万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $175.32万 | 1.08% | 6,573 | 6,573 | — | $175.32万 | 新建仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $173.45万 | 1.07% | 184,914 | -49,222 | -21.0% | -$46.17万 | 减仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $172.53万 | 1.06% | 460,067 | -61,401 | -11.8% | -$23.03万 | 减仓 |
| VSTM | VERASTEM INC | $163.89万 | 1.01% | 429,041 | -207,659 | -32.6% | -$79.33万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $156.49万 | 0.97% | 22,417 | 22,417 | — | $156.49万 | 新建仓 |
| CLPT | CLEARPOINT NEURO INC | $149.21万 | 0.92% | 83,636 | 83,636 | — | $149.21万 | 新建仓 |
| INSM | INSMED INC | $147.91万 | 0.91% | 13,873 | -12,778 | -47.9% | -$136.24万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $139.32万 | 0.86% | 78,180 | 78,180 | — | $139.32万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $136.74万 | 0.84% | 18,359 | -49,133 | -72.8% | -$365.94万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $133.10万 | 0.82% | 52,443 | -28,287 | -35.0% | -$71.79万 | 减仓 |
| — | NOVABRIDGE BIOSCIENCES | $112.51万 | 0.69% | 576,960 | 0 | 0.0% | — | 不变 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $112.41万 | 0.69% | 13,100 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $88.93万 | 0.55% | 47,531 | -230,771 | -82.9% | -$431.77万 | 减仓 |
| GERN | GERON CORP | $79.88万 | 0.49% | 624,046 | 624,046 | — | $79.88万 | 新建仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $70.97万 | 0.44% | 10,110 | 10,110 | — | $70.97万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $60.48万 | 0.37% | 276,165 | 276,165 | — | $60.48万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $44.68万 | 0.28% | 40,361 | 40,361 | — | $44.68万 | 新建仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $24.08万 | 0.15% | 50,166 | -25,318 | -33.5% | -$12.15万 | 减仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$766.38万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -14,677 | -100.0% | -$429.67万 | 清仓 |
| — | CYTOKINETICS INC 看跌期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$395.46万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -85,517 | -100.0% | -$344.03万 | 清仓 |
| — | BEONE MEDICINES LTD 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$296.97万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -159,341 | -100.0% | -$237.90万 | 清仓 |
| — | ALUMIS INC 看跌期权 | $0 | 0.00% | 0 | -105,000 | -100.0% | -$231.31万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -61,673 | -100.0% | -$206.48万 | 清仓 |
| — | LIQUIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$150.96万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC 看跌期权 | $0 | 0.00% | 0 | -34,700 | -100.0% | -$137.83万 | 清仓 |
| — | IDEAYA BIOSCIENCES INC 看涨期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$133.28万 | 清仓 |
| — | IDEAYA BIOSCIENCES INC 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$133.28万 | 清仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $0 | 0.00% | 0 | -130,564 | -100.0% | -$121.56万 | 清仓 |
| — | NEXTCURE INC | $0 | 0.00% | 0 | -115,500 | -100.0% | -$121.51万 | 清仓 |
| PALI | PALISADE BIO INC | $0 | 0.00% | 0 | -600,000 | -100.0% | -$105.00万 | 清仓 |
| — | TRAVERE THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$59.42万 | 清仓 |
| — | LIPOCINE INC NEW | $0 | 0.00% | 0 | -60,861 | -100.0% | -$48.63万 | 清仓 |
| — | WAVE LIFE SCIENCES LTD 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$21.75万 | 清仓 |
| — | COMPASS THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -25,100 | -100.0% | -$13.28万 | 清仓 |