NEXTBio Capital Management LP
AUSTIN TX · SEC CIK 0002038158
$2.17亿2026Q2 申报市值
22持仓数
77.7%前十大占比 · 第一大 12.4%
3 / 5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
GPCR 加仓+$962.07万
STTK 加仓+$400.74万
PHVS 新建仓+$373.65万
BIOA 新建仓+$246.89万
LBRX 新建仓+$221.50万
2026Q2 卖出最多 按季末市值估算
TERNS PHARMACEUT 清仓-$3,187.10万
CMPX 清仓-$448.70万
OCS 清仓-$397.77万
CMPS 减仓-$347.59万
KALVISTA PHARMAC 清仓-$265.31万
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 |
|---|---|---|---|---|---|---|---|---|
| PTGX | PROTAGONIST THERAPEUTICS INC | $2,688.58万 | 12.37% | 219,333 | -10,286 | -4.5% | -$126.09万 | 减仓 |
| STTK | SHATTUCK LABS INC | $2,586.78万 | 11.90% | 3,727,348 | 577,441 | 18.3% | $400.74万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $2,512.70万 | 11.56% | 1,775,759 | -245,648 | -12.2% | -$347.59万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1,677.17万 | 7.71% | 312,496 | 179,257 | 134.5% | $962.07万 | 加仓 |
| VOR | VOR BIOPHARMA INC | $1,636.95万 | 7.53% | 889,164 | -110,803 | -11.1% | -$203.99万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,462.91万 | 6.73% | 131,758 | 5,680 | 4.5% | $63.07万 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $1,373.99万 | 6.32% | 89,909 | 7,223 | 8.7% | $110.38万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,105.95万 | 5.09% | 183,225 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $1,083.06万 | 4.98% | 426,736 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $764.73万 | 3.52% | 706,124 | 182,505 | 34.9% | $197.65万 | 加仓 |
| IVA | INVENTIVA SA | $675.86万 | 3.11% | 1,787,984 | 454,500 | 34.1% | $171.80万 | 加仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $671.14万 | 3.09% | 372,856 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $623.29万 | 2.87% | 107,223 | 12,000 | 12.6% | $69.76万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $507.26万 | 2.33% | 131,075 | -113 | -0.1% | -$4,373 | 减仓 |
| VSTM | VERASTEM INC | $499.20万 | 2.30% | 1,306,800 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $385.12万 | 1.77% | 52,655 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $373.65万 | 1.72% | 108,055 | 108,055 | — | $373.65万 | 新建仓 |
| ZLAB | ZAI LAB LTD | $348.39万 | 1.60% | 183,362 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC | $246.89万 | 1.14% | 100,732 | 100,732 | — | $246.89万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $221.50万 | 1.02% | 68,249 | 68,249 | — | $221.50万 | 新建仓 |
| EVMN | EVOMMUNE INC | $158.23万 | 0.73% | 119,063 | -65,000 | -35.3% | -$86.38万 | 减仓 |
| — | ADICET BIO INC | $136.36万 | 0.63% | 157,827 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -604,534 | -100.0% | -$3,187.10万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -848,204 | -100.0% | -$448.70万 | 清仓 |
| OCS | OCULIS HOLDING AG | $0 | 0.00% | 0 | -149,592 | -100.0% | -$397.77万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -131,796 | -100.0% | -$265.31万 | 清仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $0 | 0.00% | 0 | -89,717 | -100.0% | -$170.10万 | 清仓 |