Trails Edge Capital Partners, LP
ATLANTA GA · SEC CIK 0002077247
$4.37亿2026Q1 申报市值
27持仓数
62.8%前十大占比 · 第一大 8.8%
13 / 9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
DFTX 新建仓+$3,285.03万
MIRM 加仓+$2,784.80万
RVMD 新建仓+$2,382.62万
CYTK 新建仓+$1,977.30万
SNDX 新建仓+$1,639.45万
2026Q1 卖出最多 按季末市值估算
ACAD 清仓-$3,791.23万
MIND MEDICINE MI 清仓-$3,438.70万
TYRA 清仓-$1,840.30万
AMICUS THERAPEUT 清仓-$1,485.68万
APOGEE THERAPEUT 清仓-$1,449.22万
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 |
|---|---|---|---|---|---|---|---|---|
| PCVX | VAXCYTE INC | $3,849.61万 | 8.82% | 662,470 | -75,000 | -10.2% | -$435.83万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $3,285.03万 | 7.53% | 1,738,110 | 1,738,110 | — | $3,285.03万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $3,253.55万 | 7.45% | 1,319,362 | -76,246 | -5.5% | -$188.02万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,079.14万 | 7.05% | 333,312 | 301,450 | 946.1% | $2,784.80万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $2,701.99万 | 6.19% | 1,743,220 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $2,558.60万 | 5.86% | 440,000 | -157,092 | -26.3% | -$913.49万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,382.62万 | 5.46% | 245,000 | 245,000 | — | $2,382.62万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $2,263.54万 | 5.19% | 1,047,935 | 131,622 | 14.4% | $284.30万 | 加仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $2,058.03万 | 4.71% | 682,597 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $1,977.30万 | 4.53% | 300,000 | 300,000 | — | $1,977.30万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $1,639.45万 | 3.76% | 701,821 | 701,821 | — | $1,639.45万 | 新建仓 |
| NGNE | NEUROGENE INC | $1,578.10万 | 3.62% | 782,787 | -2,213 | -0.3% | -$4.46万 | 减仓 |
| IVA | INVENTIVA SA | $1,475.19万 | 3.38% | 2,657,997 | 0 | 0.0% | — | 不变 |
| IKT | INHIBIKASE THERAPEUTICS INC | $1,353.63万 | 3.10% | 8,057,345 | 1,879,221 | 30.4% | $315.71万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $1,213.02万 | 2.78% | 1,302,917 | 1,302,917 | — | $1,213.02万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC 看跌期权 | $1,163.00万 | 2.66% | 200,000 | 200,000 | — | $1,163.00万 | 新建仓 |
| XFOR | X4 PHARMACEUTICALS INC | $1,062.02万 | 2.43% | 2,571,478 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $1,028.51万 | 2.36% | 414,054 | 173,889 | 72.4% | $431.94万 | 加仓 |
| DSGN | DESIGN THERAPEUTICS INC | $906.54万 | 2.08% | 852,013 | 852,013 | — | $906.54万 | 新建仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $855.35万 | 1.96% | 1,939,563 | -44,423 | -2.2% | -$19.59万 | 减仓 |
| NERV | MINERVA NEUROSCIENCES INC | $854.95万 | 1.96% | 1,419,000 | 1,419,000 | — | $854.95万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $707.52万 | 1.62% | 557,103 | 557,103 | — | $707.52万 | 新建仓 |
| — | SOL-GEL TECHNOLOGIES LTD | $677.30万 | 1.55% | 85,496 | 85,496 | — | $677.30万 | 新建仓 |
| IPSC | CENTURY THERAPEUTICS INC | $553.70万 | 1.27% | 2,449,993 | 2,449,993 | — | $553.70万 | 新建仓 |
| — | VTV THERAPEUTICS INC | $553.57万 | 1.27% | 139,578 | -91,422 | -39.6% | -$362.58万 | 减仓 |
| FTH | SENSEI BIOTHERAPEUTICS INC | $394.00万 | 0.90% | 125,000 | 125,000 | — | $394.00万 | 新建仓 |
| IRD | OPUS GENETICS INC | $227.50万 | 0.52% | 500,000 | 500,000 | — | $227.50万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,419,406 | -100.0% | -$3,791.23万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -2,568,110 | -100.0% | -$3,438.70万 | 清仓 |
| TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -700,000 | -100.0% | -$1,840.30万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -1,043,313 | -100.0% | -$1,485.68万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -192,000 | -100.0% | -$1,449.22万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,212.00万 | 清仓 |
| MBX | MBX BIOSCIENCES INC | $0 | 0.00% | 0 | -315,158 | -100.0% | -$994.01万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -1,415,273 | -100.0% | -$760.00万 | 清仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $0 | 0.00% | 0 | -199,306 | -100.0% | -$306.93万 | 清仓 |