Seven Fleet Capital Management LP
MOUNTAIN VIEW CA · SEC CIK 0002092021
$6.06亿2026Q2 申报市值
96持仓数
65.1%前十大占比 · 第一大 22.1%
19 / 43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
CGON 加仓+$1.29亿
TNGX 加仓+$8,078.46万
RVMD 加仓+$3,019.65万
PHVS 加仓+$2,080.92万
MIRM 新建仓+$1,292.37万
2026Q2 卖出最多 按季末市值估算
CG ONCOLOGY INC 清仓-$9,741.81万
TYRA 清仓-$749.47万
TANGO THERAPEUTI 清仓-$628.96万
AGIO 减仓-$566.47万
AVALO THERAPEUTI 清仓-$537.58万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | CG ONCOLOGY INC | $0 | 0.00% | 0 | -1,439,393 | -100.0% | -$9,741.81万 | 清仓 |
| TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -195,685 | -100.0% | -$749.47万 | 清仓 |
| — | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | -300,648 | -100.0% | -$628.96万 | 清仓 |
| — | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -360,064 | -100.0% | -$537.58万 | 清仓 |
| — | MINERVA NEUROSCIENCES INC | $0 | 0.00% | 0 | -889,254 | -100.0% | -$535.78万 | 清仓 |
| — | PHARVARIS N V | $0 | 0.00% | 0 | -143,966 | -100.0% | -$406.70万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -115,770 | -100.0% | -$387.60万 | 清仓 |
| — | ENLIVEN THERAPEUTICS INC | $0 | 0.00% | 0 | -95,253 | -100.0% | -$373.39万 | 清仓 |
| — | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -714,000 | -100.0% | -$335.58万 | 清仓 |
| — | CENTURY THERAPEUTICS INC | $0 | 0.00% | 0 | -1,400,000 | -100.0% | -$316.40万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -12,179 | -100.0% | -$278.57万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -128,487 | -100.0% | -$258.64万 | 清仓 |
| — | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -423,566 | -100.0% | -$224.07万 | 清仓 |
| — | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -26,551 | -100.0% | -$222.82万 | 清仓 |
| — | EUPRAXIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -276,000 | -100.0% | -$199.82万 | 清仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $0 | 0.00% | 0 | -69,571 | -100.0% | -$188.47万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -54,000 | -100.0% | -$180.79万 | 清仓 |
| — | SAB BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$153.20万 | 清仓 |
| — | VAXCYTE INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$116.22万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -120,400 | -100.0% | -$92.11万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -30,707 | -100.0% | -$91.66万 | 清仓 |
| CLYM | CLIMB BIO INC | $0 | 0.00% | 0 | -130,654 | -100.0% | -$89.50万 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -158,021 | -100.0% | -$87.39万 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -35,286 | -100.0% | -$67.75万 | 清仓 |
| UTHR | UNITED THERAPEUTICS RP DEL | $0 | 0.00% | 0 | -1,128 | -100.0% | -$66.89万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -720 | -100.0% | -$66.22万 | 清仓 |
| VSTM | VERASTEM INC | $0 | 0.00% | 0 | -123,400 | -100.0% | -$65.40万 | 清仓 |
| — | LIQUIDIA CORPORATION | $0 | 0.00% | 0 | -17,000 | -100.0% | -$64.16万 | 清仓 |
| — | CONTEXT THERAPEUTICS INC | $0 | 0.00% | 0 | -190,785 | -100.0% | -$49.99万 | 清仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $0 | 0.00% | 0 | -31,500 | -100.0% | -$40.38万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -11,701 | -100.0% | -$36.86万 | 清仓 |
| NKTR | NEKTAR THERAPEUTICS | $0 | 0.00% | 0 | -4,300 | -100.0% | -$30.94万 | 清仓 |
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | -11,445 | -100.0% | -$27.50万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -31,296 | -100.0% | -$26.51万 | 清仓 |
| — | NUVALENT NC | $0 | 0.00% | 0 | -2,072 | -100.0% | -$21.23万 | 清仓 |
| IRON | DISC MEDICINE INC | $0 | 0.00% | 0 | -3,231 | -100.0% | -$20.66万 | 清仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $0 | 0.00% | 0 | -54,296 | -100.0% | -$18.73万 | 清仓 |
| INBX | INHIBRX BIOSCIENCES INC | $0 | 0.00% | 0 | -2,482 | -100.0% | -$16.69万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,969 | -100.0% | -$16.57万 | 清仓 |
| — | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -2,900 | -100.0% | -$11.11万 | 清仓 |
| — | PEPGEN INC | $0 | 0.00% | 0 | -59,500 | -100.0% | -$10.53万 | 清仓 |
| MGNX | MACROGENICS INC | $0 | 0.00% | 0 | -13,387 | -100.0% | -$3.87万 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | -1,844 | -100.0% | -$2.62万 | 清仓 |
| QURE | UNIQURE NV | $1.53万 | 0.00% | 338 | -8,404 | -96.1% | -$37.93万 | 重新持有 |
| FULC | FULCRUM THERAPEUTICS INC | $6.62万 | 0.01% | 18,089 | -20,011 | -52.5% | -$7.32万 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $7.18万 | 0.01% | 53,569 | -9,929 | -15.6% | -$1.33万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $9.98万 | 0.02% | 19,048 | 19,048 | — | $9.98万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $13.95万 | 0.02% | 10,600 | 0 | 0.0% | — | 不变 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $20.10万 | 0.03% | 21,432 | -64,255 | -75.0% | -$60.27万 | 减仓 |
| — | LIPOCINE INC NEW | $20.18万 | 0.03% | 78,842 | -46,100 | -36.9% | -$11.80万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $25.19万 | 0.04% | 7,404 | 1,404 | 23.4% | $4.78万 | 重新持有 |
| STOK | STOKE THERAPEUTICS INC | $25.54万 | 0.04% | 7,745 | 7,745 | — | $25.54万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $26.11万 | 0.04% | 14,540 | -2,131 | -12.8% | -$3.83万 | 减仓 |
| AZN | ASTRAZENECA PLC | $26.55万 | 0.04% | 1,400 | 1,400 | — | $26.55万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $30.22万 | 0.05% | 8,804 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $33.12万 | 0.05% | 6,000 | -12,200 | -67.0% | -$67.34万 | 重新持有 |
| — | CUE BIOPHARMA INC | $33.78万 | 0.06% | 10,702 | 10,702 | — | $33.78万 | 新建仓 |
| — | ENTERA BIO LTD | $33.87万 | 0.06% | 191,354 | -14,188 | -6.9% | -$2.51万 | 减仓 |
| — | MILESTONE PHARMACEUTICALS IN | $36.21万 | 0.06% | 270,233 | -63,100 | -18.9% | -$8.46万 | 减仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $39.38万 | 0.06% | 31,476 | 31,476 | — | $39.38万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $40.66万 | 0.07% | 16,800 | -5,730 | -25.4% | -$13.87万 | 减仓 |
| PRTA | PROTHENA CORP PLC | $42.39万 | 0.07% | 43,300 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $44.89万 | 0.07% | 6,395 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $51.02万 | 0.08% | 51,024 | -51,469 | -50.2% | -$51.47万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $51.04万 | 0.08% | 233,066 | -283,906 | -54.9% | -$62.18万 | 减仓 |
| — | UNICYCIVE THERAPEUTICS INC | $52.11万 | 0.09% | 103,400 | 47,700 | 85.6% | $24.04万 | 加仓 |
| EOLS | EVOLUS INC | $54.17万 | 0.09% | 78,057 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $56.89万 | 0.09% | 272,204 | 59,104 | 27.7% | $12.35万 | 加仓 |
| IRD | OPUS GENETICS INC | $58.83万 | 0.10% | 143,137 | 8,895 | 6.6% | $3.66万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $65.93万 | 0.11% | 1,774 | -2,542 | -58.9% | -$94.48万 | 减仓 |
| SLN | SILENCE THERAPEUTICS PLC | $66.00万 | 0.11% | 60,107 | -96,652 | -61.7% | -$106.12万 | 减仓 |
| IHI | ISHARES TR | $68.19万 | 0.11% | 13,800 | 13,800 | — | $68.19万 | 新建仓 |
| NGNE | NEUROGENE INC | $69.38万 | 0.11% | 22,060 | 22,060 | — | $69.38万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $70.42万 | 0.12% | 346,900 | 21,300 | 6.5% | $4.32万 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $70.43万 | 0.12% | 230,921 | -25,664 | -10.0% | -$7.83万 | 减仓 |
| — | ENGENE THERAPEUTICS INC | $71.11万 | 0.12% | 411,065 | 411,065 | — | $71.11万 | 新建仓 |
| IVA | INVENTIVA SA | $75.65万 | 0.12% | 200,141 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $77.19万 | 0.13% | 230,406 | 115,203 | 100.0% | $38.59万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $83.34万 | 0.14% | 45,598 | 18,449 | 68.0% | $33.72万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $99.23万 | 0.16% | 60,541 | 33,487 | 123.8% | $54.89万 | 加仓 |
| — | AN2 THERAPEUTICS INC | $101.13万 | 0.17% | 208,946 | 9,245 | 4.6% | $4.47万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $109.09万 | 0.18% | 73,300 | 73,300 | — | $109.09万 | 新建仓 |
| OKUR | ONKURE THERAPEUTICS INC | $109.88万 | 0.18% | 240,963 | 240,963 | — | $109.88万 | 新建仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $113.42万 | 0.19% | 332,613 | -46,469 | -12.3% | -$15.85万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $118.08万 | 0.19% | 13,300 | -6,390 | -32.5% | -$56.73万 | 减仓 |
| ALKS | ALKERMES PLC | $122.00万 | 0.20% | 23,285 | -885 | -3.7% | -$4.64万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $123.84万 | 0.20% | 82,890 | 0 | 0.0% | — | 不变 |
| ANL | ADLAI NORYTE LTD | $130.19万 | 0.21% | 113,207 | 113,207 | — | $130.19万 | 新建仓 |
| GERN | GERON CORP | $135.33万 | 0.22% | 1,057,228 | 633,048 | 149.2% | $81.03万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $141.12万 | 0.23% | 37,865 | -48,418 | -56.1% | -$180.45万 | 减仓 |
| — | LEONABIO INC | $141.67万 | 0.23% | 154,153 | -10,523 | -6.4% | -$9.67万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $144.16万 | 0.24% | 26,800 | 17,800 | 197.8% | $95.75万 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $145.14万 | 0.24% | 317,600 | 207,600 | 188.7% | $94.87万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $164.50万 | 0.27% | 77,930 | 77,930 | — | $164.50万 | 新建仓 |
| CELC | CELCUITY INC | $170.03万 | 0.28% | 16,252 | 10,252 | 170.9% | $107.26万 | 加仓 |
| PCVX | VAXCYTE INC | $177.76万 | 0.29% | 29,800 | -78,650 | -72.5% | -$469.15万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $178.01万 | 0.29% | 381,169 | 324,093 | 567.8% | $151.35万 | 加仓 |
| SVRA | SAVARA INC | $190.41万 | 0.31% | 309,103 | 13,415 | 4.5% | $8.26万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $208.45万 | 0.34% | 33,300 | 33,300 | — | $208.45万 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $211.16万 | 0.35% | 56,900 | -152,647 | -72.8% | -$566.47万 | 减仓 |