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 |
|---|---|---|---|---|---|---|---|---|
| AMLX | AMYLYX PHARMACEUTICALS INC | $23.17万 | 0.07% | 16,671 | 5,100 | 44.1% | $7.09万 | 加仓 |
| — | ENTERA BIO LTD | $22.82万 | 0.07% | 205,542 | 70,224 | 51.9% | $7.79万 | 加仓 |
| — | NUVALENT NC | $21.23万 | 0.07% | 2,072 | -10,529 | -83.6% | -$107.87万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $20.98万 | 0.07% | 8,804 | -733 | -7.7% | -$1.75万 | 减仓 |
| IRON | DISC MEDICINE INC | $20.66万 | 0.06% | 3,231 | 3,231 | — | $20.66万 | 新建仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $18.73万 | 0.06% | 54,296 | 54,296 | — | $18.73万 | 新建仓 |
| INBX | INHIBRX BIOSCIENCES INC | $16.69万 | 0.05% | 2,482 | 2,482 | — | $16.69万 | 新建仓 |
| — | APOGEE THERAPEUTICS INC | $16.57万 | 0.05% | 1,969 | 169 | 9.4% | $1.42万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $15.01万 | 0.05% | 57,076 | 57,076 | — | $15.01万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $13.46万 | 0.04% | 10,600 | 10,600 | — | $13.46万 | 新建仓 |
| — | TYRA BIOSCIENCES INC | $11.11万 | 0.03% | 2,900 | 2,900 | — | $11.11万 | 新建仓 |
| — | PEPGEN INC | $10.53万 | 0.03% | 59,500 | 59,500 | — | $10.53万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $7.87万 | 0.02% | 63,498 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $3.87万 | 0.01% | 13,387 | 13,387 | — | $3.87万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $2.62万 | 0.01% | 1,844 | -1,156 | -38.5% | -$1.64万 | 减仓 |
| — | 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 |