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 |
|---|---|---|---|---|---|---|---|---|
| RLMD | RELMADA THERAPEUTICS INC | $241.00万 | 0.40% | 348,265 | 194,156 | 126.0% | $134.36万 | 重新持有 |
| PRAX | PRAXIS PRECISION MEDICINES I | $252.43万 | 0.42% | 7,540 | 4,840 | 179.3% | $162.04万 | 重新持有 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $267.03万 | 0.44% | 4,973 | 1,580 | 46.6% | $84.84万 | 加仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $287.07万 | 0.47% | 736,077 | 636,077 | 636.1% | $248.07万 | 加仓 |
| ZLAB | ZAI LAB LTD | $292.48万 | 0.48% | 136,016 | 58,158 | 74.7% | $125.06万 | 加仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $311.94万 | 0.51% | 403,545 | 403,545 | — | $311.94万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $316.57万 | 0.52% | 11,869 | 11,869 | — | $316.57万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $322.48万 | 0.53% | 86,664 | 57,364 | 195.8% | $213.45万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $333.45万 | 0.55% | 178,222 | -79,516 | -30.9% | -$148.77万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $379.42万 | 0.63% | 159,118 | 159,118 | — | $379.42万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $403.73万 | 0.67% | 610,785 | 177,270 | 40.9% | $117.18万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $407.02万 | 0.67% | 1,085,398 | 714,000 | 192.2% | $267.75万 | 加仓 |
| EDIT | EDITAS MEDICINE INC | $431.08万 | 0.71% | 1,330,500 | 1,330,500 | — | $431.08万 | 新建仓 |
| NERV | MINERVA NEUROSCIENCES INC | $555.76万 | 0.92% | 1,001,373 | 752,897 | 303.0% | $417.86万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $556.51万 | 0.92% | 45,400 | 41,400 | 1,035.0% | $507.48万 | 加仓 |
| ERAS | ERASCA INC | $564.27万 | 0.93% | 308,007 | 85,539 | 38.5% | $156.71万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $570.86万 | 0.94% | 147,510 | -1,889 | -1.3% | -$7.31万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $630.92万 | 1.04% | 64,723 | 10,465 | 19.3% | $102.01万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $699.24万 | 1.15% | 148,647 | 48,760 | 48.8% | $229.37万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC | $705.57万 | 1.16% | 28,826 | 14,771 | 105.1% | $361.55万 | 加仓 |
| DMRA | DAMORA THERAPEUTICS INC | $739.80万 | 1.22% | 284,430 | 183,182 | 180.9% | $476.46万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $779.03万 | 1.29% | 220,126 | 91,958 | 71.7% | $325.44万 | 加仓 |
| XNCR | XENCOR INC | $782.85万 | 1.29% | 368,305 | 288,305 | 360.4% | $612.81万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $790.99万 | 1.31% | 117,067 | 97,267 | 491.2% | $657.20万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $856.71万 | 1.41% | 246,606 | 196,354 | 390.7% | $682.13万 | 加仓 |
| MANE | VERADERMICS INC | $983.52万 | 1.62% | 80,000 | 80,000 | — | $983.52万 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $994.03万 | 1.64% | 1,504,400 | 878,692 | 140.4% | $580.60万 | 加仓 |
| CYTK | CYTOKINETICS INC | $1,007.29万 | 1.66% | 118,240 | 56,971 | 93.0% | $485.34万 | 加仓 |
| IPSC | CENTURY THERAPEUTICS INC | $1,065.22万 | 1.76% | 4,347,826 | 1,400,000 | 47.5% | $343.00万 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $1,190.29万 | 1.96% | 433,147 | 377,000 | 671.5% | $1,036.00万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,292.37万 | 2.13% | 110,393 | 110,393 | — | $1,292.37万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $1,424.37万 | 2.35% | 770,765 | 556,946 | 260.5% | $1,029.24万 | 加仓 |
| ABVX | ABIVAX SA | $1,483.64万 | 2.45% | 111,334 | 68,282 | 158.6% | $909.93万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,854.33万 | 3.06% | 365,386 | 201,356 | 122.8% | $1,021.88万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $2,045.90万 | 3.38% | 256,603 | 68,727 | 36.6% | $547.96万 | 加仓 |
| PHVS | PHARVARIS N V | $2,678.22万 | 4.42% | 774,501 | 601,770 | 348.4% | $2,080.92万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $4,532.72万 | 7.48% | 242,029 | 161,237 | 199.6% | $3,019.65万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $9,566.10万 | 15.79% | 3,228,144 | 2,726,132 | 543.0% | $8,078.46万 | 加仓 |
| CGON | CG ONCOLOGY INC | $1.34亿 | 22.12% | 1,886,236 | 1,810,478 | 2,389.8% | $1.29亿 | 加仓 |