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 |
|---|---|---|---|---|---|---|---|---|
| — | LEONABIO INC | $169.29万 | 0.53% | 164,676 | 36,725 | 28.7% | $37.75万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $174.56万 | 0.55% | 371,398 | 322,500 | 659.5% | $151.58万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $177.61万 | 0.56% | 3,393 | 1,533 | 82.4% | $80.25万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $180.79万 | 0.57% | 54,000 | 54,000 | — | $180.79万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $188.47万 | 0.59% | 69,571 | 27,546 | 65.5% | $74.62万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $188.79万 | 0.59% | 99,887 | 99,887 | — | $188.79万 | 新建仓 |
| — | EUPRAXIA PHARMACEUTICALS INC | $199.82万 | 0.63% | 276,000 | 276,000 | — | $199.82万 | 新建仓 |
| — | DIANTHUS THERAPEUTICS INC | $222.82万 | 0.70% | 26,551 | 26,551 | — | $222.82万 | 新建仓 |
| — | COMPASS THERAPEUTICS INC | $224.07万 | 0.70% | 423,566 | 423,566 | — | $224.07万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $237.56万 | 0.75% | 14,055 | 1,100 | 8.5% | $18.59万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $256.45万 | 0.81% | 257,738 | 184,738 | 253.1% | $183.81万 | 加仓 |
| — | KALVISTA PHARMACEUTICALS INC | $258.64万 | 0.81% | 128,487 | 80,075 | 165.4% | $161.19万 | 加仓 |
| DMRA | DAMORA THERAPEUTICS INC | $262.23万 | 0.82% | 101,248 | 101,248 | — | $262.23万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $273.48万 | 0.86% | 516,972 | -51,775 | -9.1% | -$27.39万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $278.57万 | 0.88% | 12,179 | 6,509 | 114.8% | $148.88万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $279.69万 | 0.88% | 625,708 | 458,485 | 274.2% | $204.94万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $287.50万 | 0.90% | 86,283 | 86,283 | — | $287.50万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $313.86万 | 0.99% | 433,515 | 433,515 | — | $313.86万 | 新建仓 |
| — | CENTURY THERAPEUTICS INC | $316.40万 | 0.99% | 1,400,000 | 1,400,000 | — | $316.40万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $319.23万 | 1.00% | 213,819 | 150,476 | 237.6% | $224.66万 | 加仓 |
| — | CYTOMX THERAPEUTICS INC. | $335.58万 | 1.05% | 714,000 | 714,000 | — | $335.58万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $355.03万 | 1.12% | 128,168 | 128,168 | — | $355.03万 | 新建仓 |
| ERAS | ERASCA INC | $359.95万 | 1.13% | 222,468 | 222,468 | — | $359.95万 | 新建仓 |
| — | ENLIVEN THERAPEUTICS INC | $373.39万 | 1.17% | 95,253 | 95,253 | — | $373.39万 | 新建仓 |
| — | SOLENO THERAPEUTICS INC | $387.60万 | 1.22% | 115,770 | -14,309 | -11.0% | -$47.91万 | 减仓 |
| CYTK | CYTOKINETICS INC | $403.82万 | 1.27% | 61,269 | 50,934 | 492.8% | $335.71万 | 加仓 |
| — | PHARVARIS N V | $406.70万 | 1.28% | 143,966 | 143,966 | — | $406.70万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $455.33万 | 1.43% | 54,258 | 39,607 | 270.3% | $332.38万 | 加仓 |
| ABVX | ABIVAX SA | $479.38万 | 1.51% | 43,052 | 29,553 | 218.9% | $329.07万 | 加仓 |
| PHVS | PHARVARIS N V | $487.97万 | 1.53% | 172,731 | 117,389 | 212.1% | $331.62万 | 加仓 |
| CGON | CG ONCOLOGY INC | $512.73万 | 1.61% | 75,758 | -1,439,393 | -95.0% | -$9,741.81万 | 减仓 |
| — | MINERVA NEUROSCIENCES INC | $535.78万 | 1.68% | 889,254 | 889,254 | — | $535.78万 | 新建仓 |
| — | AVALO THERAPEUTICS INC | $537.58万 | 1.69% | 360,064 | 360,064 | — | $537.58万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $575.04万 | 1.81% | 149,399 | -64,700 | -30.2% | -$249.03万 | 减仓 |
| — | TANGO THERAPEUTICS INC | $628.96万 | 1.98% | 300,648 | 300,648 | — | $628.96万 | 新建仓 |
| PCVX | VAXCYTE INC | $630.20万 | 1.98% | 108,450 | 83,085 | 327.6% | $482.81万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $643.00万 | 2.02% | 164,030 | 64,077 | 64.1% | $251.18万 | 加仓 |
| IPSC | CENTURY THERAPEUTICS INC | $666.21万 | 2.09% | 2,947,826 | 2,947,826 | — | $666.21万 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $708.90万 | 2.23% | 209,547 | 177,809 | 560.2% | $601.53万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $709.04万 | 2.23% | 187,876 | 96,609 | 105.9% | $364.60万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $749.47万 | 2.35% | 195,685 | 116,125 | 146.0% | $444.76万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $785.70万 | 2.47% | 80,792 | 14,992 | 22.8% | $145.80万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,050.21万 | 3.30% | 502,012 | 286,840 | 133.3% | $600.07万 | 加仓 |
| — | CG ONCOLOGY INC | $9,741.81万 | 30.61% | 1,439,393 | 1,439,393 | — | $9,741.81万 | 新建仓 |