Seven Fleet Capital Management LP
MOUNTAIN VIEW CA · SEC CIK 0002092021
$3.18亿2026Q1 申报市值
115持仓数
51.3%前十大占比 · 第一大 30.6%
59 / 24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
CG ONCOLOGY INC 新建仓+$9,741.81万
IPSC 新建仓+$666.21万
TANGO THERAPEUTI 新建仓+$628.96万
AGIO 加仓+$601.53万
TNGX 加仓+$600.07万
2026Q1 卖出最多 按季末市值估算
CGON 减仓-$9,741.81万
TERNS PHARMACEUT 清仓-$526.87万
EXEL 清仓-$300.54万
COGT 减仓-$249.03万
BLTE 清仓-$146.54万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 | $0 | 0.00% | 0 | -130,413 | -100.0% | -$526.87万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -68,569 | -100.0% | -$300.54万 | 清仓 |
| BLTE | BELITE BIO INC | $0 | 0.00% | 0 | -9,161 | -100.0% | -$146.54万 | 清仓 |
| DYN | DYNE THERAPEUTICS INC | $0 | 0.00% | 0 | -70,180 | -100.0% | -$137.27万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -82,500 | -100.0% | -$117.48万 | 清仓 |
| ZURA | ZURA BIO LTD | $0 | 0.00% | 0 | -166,500 | -100.0% | -$87.25万 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RLMD | RELMADA THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -3,026 | -100.0% | -$66.84万 | 清仓 |
| MBX | MBX BIOSCIENCES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZYME | ZYMEWORKS INC | $0 | 0.00% | 0 | -20,600 | -100.0% | -$54.24万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -14,654 | -100.0% | -$45.60万 | 清仓 |
| NRIX | NURIX THERAPEUTICS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$37.94万 | 清仓 |
| — | PLIANT THERAPEUTICS INC | $0 | 0.00% | 0 | -276,500 | -100.0% | -$33.73万 | 清仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $0 | 0.00% | 0 | -107,419 | -100.0% | -$32.33万 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORKA | ORUKA THERAPEUTICS INC | $0 | 0.00% | 0 | -5,240 | -100.0% | -$15.88万 | 清仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $0 | 0.00% | 0 | -4,000 | -100.0% | -$14.03万 | 清仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $0 | 0.00% | 0 | -117,817 | -100.0% | -$13.31万 | 清仓 |
| — | REGENCELL BIOSCIENCE HLDGS L | $0 | 0.00% | 0 | -4,400 | -100.0% | -$9.24万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -155,223 | -100.0% | -$8.28万 | 清仓 |
| — | TRAWS PHARMA INC | $0 | 0.00% | 0 | -49,260 | -100.0% | -$5.57万 | 清仓 |
| — | ASTRIA THERAPEUTICS INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$5.24万 | 清仓 |
| — | VISTAGEN THERAPEUTICS INC | $0 | 0.00% | 0 | -62,701 | -100.0% | -$4.15万 | 清仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,270 | -100.0% | -$3.58万 | 清仓 |
| — | GENERATION BIO CO | $0 | 0.00% | 0 | -5,376 | -100.0% | -$3.05万 | 清仓 |
| ELDN | ELEDON PHARMACEUTICALS ORD | $0 | 0.00% | 0 | -6,000 | -100.0% | -$9,060 | 清仓 |
| VIR | VIR BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1,206 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $2.62万 | 0.01% | 1,844 | -1,156 | -38.5% | -$1.64万 | 减仓 |
| MGNX | MACROGENICS INC | $3.87万 | 0.01% | 13,387 | 13,387 | — | $3.87万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $7.87万 | 0.02% | 63,498 | 0 | 0.0% | — | 不变 |
| — | PEPGEN INC | $10.53万 | 0.03% | 59,500 | 59,500 | — | $10.53万 | 新建仓 |
| — | TYRA BIOSCIENCES INC | $11.11万 | 0.03% | 2,900 | 2,900 | — | $11.11万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $13.46万 | 0.04% | 10,600 | 10,600 | — | $13.46万 | 新建仓 |
| CCCC | C4 THERAPEUTICS INC | $15.01万 | 0.05% | 57,076 | 57,076 | — | $15.01万 | 新建仓 |
| — | APOGEE THERAPEUTICS INC | $16.57万 | 0.05% | 1,969 | 169 | 9.4% | $1.42万 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC | $16.69万 | 0.05% | 2,482 | 2,482 | — | $16.69万 | 新建仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $18.73万 | 0.06% | 54,296 | 54,296 | — | $18.73万 | 新建仓 |
| IRON | DISC MEDICINE INC | $20.66万 | 0.06% | 3,231 | 3,231 | — | $20.66万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $20.98万 | 0.07% | 8,804 | -733 | -7.7% | -$1.75万 | 减仓 |
| — | NUVALENT NC | $21.23万 | 0.07% | 2,072 | -10,529 | -83.6% | -$107.87万 | 减仓 |
| — | ENTERA BIO LTD | $22.82万 | 0.07% | 205,542 | 70,224 | 51.9% | $7.79万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $23.17万 | 0.07% | 16,671 | 5,100 | 44.1% | $7.09万 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $25.74万 | 0.08% | 110,000 | 110,000 | — | $25.74万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $26.51万 | 0.08% | 31,296 | 14,196 | 83.0% | $12.02万 | 加仓 |
| SEPN | SEPTERNA INC | $27.50万 | 0.09% | 11,445 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $29.22万 | 0.09% | 38,100 | 38,100 | — | $29.22万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $30.94万 | 0.10% | 4,300 | -10,700 | -71.3% | -$76.99万 | 减仓 |
| EOLS | EVOLUS INC | $32.08万 | 0.10% | 78,057 | -3,943 | -4.8% | -$1.62万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $32.39万 | 0.10% | 27,149 | 20,039 | 281.8% | $23.91万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $35.33万 | 0.11% | 27,054 | 27,054 | — | $35.33万 | 新建仓 |
| — | UNICYCIVE THERAPEUTICS INC | $36.65万 | 0.12% | 55,700 | 55,700 | — | $36.65万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $36.86万 | 0.12% | 11,701 | 9,701 | 485.1% | $30.56万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $37.06万 | 0.12% | 22,530 | 18,530 | 463.2% | $30.48万 | 加仓 |
| PALI | PALISADE BIO INC | $37.29万 | 0.12% | 213,100 | -114,400 | -34.9% | -$20.02万 | 减仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $38.30万 | 0.12% | 100,000 | 100,000 | — | $38.30万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $39.67万 | 0.12% | 333,333 | 333,333 | — | $39.67万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $40.38万 | 0.13% | 31,500 | 31,500 | — | $40.38万 | 新建仓 |
| PRTA | PROTHENA CORP PLC | $42.09万 | 0.13% | 43,300 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $42.16万 | 0.13% | 4,000 | -4,000 | -50.0% | -$42.16万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $43.38万 | 0.14% | 9,000 | 9,000 | — | $43.38万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $44.47万 | 0.14% | 115,203 | 115,203 | — | $44.47万 | 新建仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $46.66万 | 0.15% | 6,395 | 6,395 | — | $46.66万 | 新建仓 |
| — | CONTEXT THERAPEUTICS INC | $49.99万 | 0.16% | 190,785 | 190,785 | — | $49.99万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $54.70万 | 0.17% | 325,600 | -208,048 | -39.0% | -$34.95万 | 减仓 |
| IRD | OPUS GENETICS INC | $61.08万 | 0.19% | 134,242 | 134,242 | — | $61.08万 | 新建仓 |
| GERN | GERON CORP | $63.20万 | 0.20% | 424,180 | -353,700 | -45.5% | -$52.70万 | 减仓 |
| — | LIQUIDIA CORPORATION | $64.16万 | 0.20% | 17,000 | 17,000 | — | $64.16万 | 新建仓 |
| VSTM | VERASTEM INC | $65.40万 | 0.21% | 123,400 | 108,260 | 715.1% | $57.38万 | 加仓 |
| LLY | ELI LILLY & CO | $66.22万 | 0.21% | 720 | 720 | — | $66.22万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS RP DEL | $66.89万 | 0.21% | 1,128 | -172 | -13.2% | -$10.20万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $67.75万 | 0.21% | 35,286 | 35,286 | — | $67.75万 | 新建仓 |
| — | AN2 THERAPEUTICS INC | $68.30万 | 0.21% | 199,701 | 199,701 | — | $68.30万 | 新建仓 |
| CELC | CELCUITY INC | $68.48万 | 0.22% | 6,000 | -2,338 | -28.0% | -$26.69万 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $80.46万 | 0.25% | 85,687 | 28,937 | 51.0% | $27.17万 | 加仓 |
| SLN | SILENCE THERAPEUTICS PLC | $82.61万 | 0.26% | 156,759 | 9,159 | 6.2% | $4.83万 | 加仓 |
| ALKS | ALKERMES PLC | $85.47万 | 0.27% | 24,170 | 24,170 | — | $85.47万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $87.39万 | 0.27% | 158,021 | 118,021 | 295.1% | $65.27万 | 加仓 |
| CLYM | CLIMB BIO INC | $89.50万 | 0.28% | 130,654 | 54,254 | 71.0% | $37.16万 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC | $91.66万 | 0.29% | 30,707 | 30,707 | — | $91.66万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $92.11万 | 0.29% | 120,400 | 120,400 | — | $92.11万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $92.94万 | 0.29% | 29,300 | 29,300 | — | $92.94万 | 新建仓 |
| XNCR | XENCOR INC | $96.48万 | 0.30% | 80,000 | -29,554 | -27.0% | -$35.64万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $97.57万 | 0.31% | 102,493 | 102,493 | — | $97.57万 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC | $99.32万 | 0.31% | 19,690 | 19,690 | — | $99.32万 | 新建仓 |
| — | LIPOCINE INC NEW | $99.83万 | 0.31% | 124,942 | 124,942 | — | $99.83万 | 新建仓 |
| IVA | INVENTIVA SA | $111.08万 | 0.35% | 200,141 | 200,141 | — | $111.08万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $111.49万 | 0.35% | 4,316 | 316 | 7.9% | $8.16万 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $115.46万 | 0.36% | 256,585 | 256,585 | — | $115.46万 | 新建仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $115.93万 | 0.36% | 50,252 | 50,252 | — | $115.93万 | 新建仓 |
| — | VAXCYTE INC | $116.22万 | 0.37% | 20,000 | 20,000 | — | $116.22万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $121.27万 | 0.38% | 82,890 | 82,890 | — | $121.27万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $138.90万 | 0.44% | 19,800 | 15,300 | 340.0% | $107.33万 | 加仓 |
| ZLAB | ZAI LAB LTD | $146.45万 | 0.46% | 77,858 | 77,858 | — | $146.45万 | 新建仓 |
| NERV | MINERVA NEUROSCIENCES INC | $149.71万 | 0.47% | 248,476 | 248,476 | — | $149.71万 | 新建仓 |
| — | SAB BIOTHERAPEUTICS INC | $153.20万 | 0.48% | 400,000 | 400,000 | — | $153.20万 | 新建仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $155.81万 | 0.49% | 56,147 | -17,615 | -23.9% | -$48.88万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $158.08万 | 0.50% | 379,082 | 379,082 | — | $158.08万 | 新建仓 |
| SVRA | SAVARA INC | $161.45万 | 0.51% | 295,688 | 232,926 | 371.1% | $127.18万 | 加仓 |