NEXTBio Capital Management LP
AUSTIN TX · SEC CIK 0002038158
$2.15亿2026Q1 申报市值
24持仓数
71.0%前十大占比 · 第一大 14.8%
1 / 0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
CMPS 加仓+$701.63万
RYTM 加仓+$508.70万
TERNS PHARMACEUT 加仓+$281.23万
ZBIO 加仓+$204.79万
GPCR 加仓+$187.00万
2026Q1 卖出最多 按季末市值估算
CMPX 减仓-$140.61万
ORIC 减仓-$116.69万
EVMN 减仓-$101.67万
XENE 减仓-$2.79万
PCVX 减仓-$1.52万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | TERNS PHARMACEUTICALS INC | $3,187.10万 | 14.80% | 604,534 | 53,344 | 9.7% | $281.23万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2,420.18万 | 11.24% | 229,619 | 0 | 0.0% | — | 不变 |
| STTK | SHATTUCK LABS INC | $2,025.39万 | 9.40% | 3,149,907 | 0 | 0.0% | — | 不变 |
| VOR | VOR BIOPHARMA INC | $1,783.94万 | 8.28% | 999,967 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $1,117.84万 | 5.19% | 2,021,407 | 1,268,776 | 168.6% | $701.63万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,096.50万 | 5.09% | 126,078 | 58,492 | 86.5% | $508.70万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,065.45万 | 4.95% | 183,225 | -479 | -0.3% | -$2.79万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $1,030.68万 | 4.79% | 82,686 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $834.27万 | 3.87% | 426,736 | 104,753 | 32.5% | $204.79万 | 加仓 |
| IVA | INVENTIVA SA | $740.08万 | 3.44% | 1,333,484 | 34,783 | 2.7% | $19.30万 | 加仓 |
| VSTM | VERASTEM INC | $692.60万 | 3.22% | 1,306,800 | -530 | -0.0% | -$2,809 | 减仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $684.94万 | 3.18% | 372,856 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $663.43万 | 3.08% | 523,619 | -92,101 | -15.0% | -$116.69万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $642.21万 | 2.98% | 133,239 | 38,796 | 41.1% | $187.00万 | 加仓 |
| PCVX | VAXCYTE INC | $553.34万 | 2.57% | 95,223 | -262 | -0.3% | -$1.52万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $504.94万 | 2.34% | 131,188 | 35,369 | 36.9% | $136.14万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $448.70万 | 2.08% | 848,204 | -265,801 | -23.9% | -$140.61万 | 减仓 |
| EVMN | EVOMMUNE INC | $423.16万 | 1.96% | 184,063 | -44,223 | -19.4% | -$101.67万 | 减仓 |
| OCS | OCULIS HOLDING AG | $397.77万 | 1.85% | 149,592 | -158 | -0.1% | -$4,201 | 减仓 |
| ZLAB | ZAI LAB LTD | $344.90万 | 1.60% | 183,362 | 20,000 | 12.2% | $37.62万 | 加仓 |
| IRON | DISC MEDICINE INC | $336.68万 | 1.56% | 52,655 | 9,877 | 23.1% | $63.15万 | 加仓 |
| — | KALVISTA PHARMACEUTICALS INC | $265.31万 | 1.23% | 131,796 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $170.10万 | 0.79% | 89,717 | 89,717 | — | $170.10万 | 新建仓 |
| — | ADICET BIO INC | $107.48万 | 0.50% | 157,827 | 0 | 0.0% | — | 不变 |