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 |
|---|---|---|---|---|---|---|---|---|
| — | 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 |