Trails Edge Capital Partners, LP
ATLANTA GA · SEC CIK 0002077247
$6.30亿2026Q2 申报市值
35持仓数
50.3%前十大占比 · 第一大 7.8%
13 / 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
TRAX 新建仓+$3,046.17万
BMRN 新建仓+$2,929.66万
INSM 新建仓+$2,455.79万
KLRA 新建仓+$2,169.48万
INCY 新建仓+$1,757.08万
2026Q2 卖出最多 按季末市值估算
PCVX 清仓-$3,849.61万
DFTX 清仓-$3,285.03万
RVMD 减仓-$2,420.59万
RCUS 清仓-$2,263.54万
MIRM 减仓-$1,287.77万
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 |
|---|---|---|---|---|---|---|---|---|
| LBRX | LB PHARMACEUTICALS INC | $4,942.97万 | 7.85% | 1,523,022 | 203,660 | 15.4% | $660.98万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $3,816.63万 | 6.06% | 1,573,220 | -170,000 | -9.8% | -$412.42万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $3,375.77万 | 5.36% | 1,063,234 | 380,637 | 55.8% | $1,208.52万 | 加仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $3,046.17万 | 4.84% | 1,514,000 | 1,514,000 | — | $3,046.17万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $2,963.13万 | 4.70% | 2,227,917 | 925,000 | 71.0% | $1,230.25万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,929.66万 | 4.65% | 512,000 | 512,000 | — | $2,929.66万 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $2,895.86万 | 4.60% | 2,001,282 | 1,149,269 | 134.9% | $1,662.99万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,655.84万 | 4.22% | 440,000 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $2,614.31万 | 4.15% | 223,312 | -110,000 | -33.0% | -$1,287.77万 | 减仓 |
| INSM | INSMED INC | $2,455.79万 | 3.90% | 230,331 | 230,331 | — | $2,455.79万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $2,454.23万 | 3.90% | 288,089 | -11,911 | -4.0% | -$101.47万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,426.46万 | 3.85% | 1,110,000 | 408,179 | 58.2% | $892.28万 | 加仓 |
| NGNE | NEUROGENE INC | $2,248.31万 | 3.57% | 714,885 | -67,902 | -8.7% | -$213.55万 | 减仓 |
| KLRA | KAILERA THERAPEUTICS INC | $2,169.48万 | 3.44% | 984,786 | 984,786 | — | $2,169.48万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,167.77万 | 3.44% | 115,750 | -129,250 | -52.8% | -$2,420.59万 | 减仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $1,837.42万 | 2.92% | 9,051,318 | 993,973 | 12.3% | $201.78万 | 加仓 |
| INCY | INCYTE CORP | $1,757.08万 | 2.79% | 155,000 | 155,000 | — | $1,757.08万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $1,648.20万 | 2.62% | 891,881 | 891,881 | — | $1,648.20万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1,460.25万 | 2.32% | 750,000 | 750,000 | — | $1,460.25万 | 新建仓 |
| FTH | FAETH THERAPEUTICS INC | $1,288.34万 | 2.05% | 515,335 | 390,335 | 312.3% | $975.84万 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $1,200.88万 | 1.91% | 2,571,478 | 0 | 0.0% | — | 不变 |
| IRD | OPUS GENETICS INC | $1,127.64万 | 1.79% | 2,743,658 | 2,243,658 | 448.7% | $922.14万 | 加仓 |
| — | SOL-GEL TECHNOLOGIES LTD | $1,033.85万 | 1.64% | 139,445 | 53,949 | 63.1% | $399.98万 | 加仓 |
| AURA | AURA BIOSCIENCES INC | $1,024.77万 | 1.63% | 1,443,333 | 1,443,333 | — | $1,024.77万 | 新建仓 |
| IPSC | CENTURY THERAPEUTICS INC | $1,013.07万 | 1.61% | 4,134,969 | 1,684,976 | 68.8% | $412.82万 | 加仓 |
| IVA | INVENTIVA SA | $1,004.72万 | 1.60% | 2,657,997 | 0 | 0.0% | — | 不变 |
| CAMP | CAMP4 THERAPEUTICS CORP | $844.69万 | 1.34% | 1,932,937 | -6,626 | -0.3% | -$2.90万 | 减仓 |
| ALT | ALTIMMUNE INC | $808.64万 | 1.28% | 2,660,000 | 2,660,000 | — | $808.64万 | 新建仓 |
| NERV | MINERVA NEUROSCIENCES INC | $787.54万 | 1.25% | 1,419,000 | 0 | 0.0% | — | 不变 |
| — | PROMIS NEUROSCIENCES INC | $733.15万 | 1.16% | 557,103 | 0 | 0.0% | — | 不变 |
| OKUR | ONKURE THERAPEUTICS INC | $655.94万 | 1.04% | 1,438,456 | 1,438,456 | — | $655.94万 | 新建仓 |
| — | FORTE BIOSCIENCES INC | $580.51万 | 0.92% | 273,181 | 273,181 | — | $580.51万 | 新建仓 |
| — | RESEARCH ALLIANCE CORP III | $535.00万 | 0.85% | 500,000 | 500,000 | — | $535.00万 | 新建仓 |
| — | VTV THERAPEUTICS INC | $320.75万 | 0.51% | 85,192 | -54,386 | -39.0% | -$204.76万 | 减仓 |
| — | IMAGENEBIO INC | $166.38万 | 0.26% | 282,004 | 282,004 | — | $166.38万 | 新建仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -662,470 | -100.0% | -$3,849.61万 | 清仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $0 | 0.00% | 0 | -1,738,110 | -100.0% | -$3,285.03万 | 清仓 |
| RCUS | ARCUS BIOSCIENCES INC | $0 | 0.00% | 0 | -1,047,935 | -100.0% | -$2,263.54万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,163.00万 | 清仓 |
| IMVT | IMMUNOVANT INC | $0 | 0.00% | 0 | -414,054 | -100.0% | -$1,028.51万 | 清仓 |