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 |
|---|---|---|---|---|---|---|---|---|
| — | CG ONCOLOGY INC | $9,741.81万 | 30.61% | 1,439,393 | 1,439,393 | — | $9,741.81万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,050.21万 | 3.30% | 502,012 | 286,840 | 133.3% | $600.07万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $785.70万 | 2.47% | 80,792 | 14,992 | 22.8% | $145.80万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $749.47万 | 2.35% | 195,685 | 116,125 | 146.0% | $444.76万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $709.04万 | 2.23% | 187,876 | 96,609 | 105.9% | $364.60万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $708.90万 | 2.23% | 209,547 | 177,809 | 560.2% | $601.53万 | 加仓 |
| IPSC | CENTURY THERAPEUTICS INC | $666.21万 | 2.09% | 2,947,826 | 2,947,826 | — | $666.21万 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $643.00万 | 2.02% | 164,030 | 64,077 | 64.1% | $251.18万 | 加仓 |
| PCVX | VAXCYTE INC | $630.20万 | 1.98% | 108,450 | 83,085 | 327.6% | $482.81万 | 加仓 |
| — | TANGO THERAPEUTICS INC | $628.96万 | 1.98% | 300,648 | 300,648 | — | $628.96万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $575.04万 | 1.81% | 149,399 | -64,700 | -30.2% | -$249.03万 | 减仓 |
| — | AVALO THERAPEUTICS INC | $537.58万 | 1.69% | 360,064 | 360,064 | — | $537.58万 | 新建仓 |
| — | MINERVA NEUROSCIENCES INC | $535.78万 | 1.68% | 889,254 | 889,254 | — | $535.78万 | 新建仓 |
| CGON | CG ONCOLOGY INC | $512.73万 | 1.61% | 75,758 | -1,439,393 | -95.0% | -$9,741.81万 | 减仓 |
| PHVS | PHARVARIS N V | $487.97万 | 1.53% | 172,731 | 117,389 | 212.1% | $331.62万 | 加仓 |
| ABVX | ABIVAX SA | $479.38万 | 1.51% | 43,052 | 29,553 | 218.9% | $329.07万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $455.33万 | 1.43% | 54,258 | 39,607 | 270.3% | $332.38万 | 加仓 |
| — | PHARVARIS N V | $406.70万 | 1.28% | 143,966 | 143,966 | — | $406.70万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $403.82万 | 1.27% | 61,269 | 50,934 | 492.8% | $335.71万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $387.60万 | 1.22% | 115,770 | -14,309 | -11.0% | -$47.91万 | 减仓 |
| — | ENLIVEN THERAPEUTICS INC | $373.39万 | 1.17% | 95,253 | 95,253 | — | $373.39万 | 新建仓 |
| ERAS | ERASCA INC | $359.95万 | 1.13% | 222,468 | 222,468 | — | $359.95万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $355.03万 | 1.12% | 128,168 | 128,168 | — | $355.03万 | 新建仓 |
| — | CYTOMX THERAPEUTICS INC. | $335.58万 | 1.05% | 714,000 | 714,000 | — | $335.58万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $319.23万 | 1.00% | 213,819 | 150,476 | 237.6% | $224.66万 | 加仓 |
| — | CENTURY THERAPEUTICS INC | $316.40万 | 0.99% | 1,400,000 | 1,400,000 | — | $316.40万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $313.86万 | 0.99% | 433,515 | 433,515 | — | $313.86万 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $287.50万 | 0.90% | 86,283 | 86,283 | — | $287.50万 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $279.69万 | 0.88% | 625,708 | 458,485 | 274.2% | $204.94万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $278.57万 | 0.88% | 12,179 | 6,509 | 114.8% | $148.88万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $273.48万 | 0.86% | 516,972 | -51,775 | -9.1% | -$27.39万 | 减仓 |
| DMRA | DAMORA THERAPEUTICS INC | $262.23万 | 0.82% | 101,248 | 101,248 | — | $262.23万 | 新建仓 |
| — | KALVISTA PHARMACEUTICALS INC | $258.64万 | 0.81% | 128,487 | 80,075 | 165.4% | $161.19万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $256.45万 | 0.81% | 257,738 | 184,738 | 253.1% | $183.81万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $237.56万 | 0.75% | 14,055 | 1,100 | 8.5% | $18.59万 | 加仓 |
| — | COMPASS THERAPEUTICS INC | $224.07万 | 0.70% | 423,566 | 423,566 | — | $224.07万 | 新建仓 |
| — | DIANTHUS THERAPEUTICS INC | $222.82万 | 0.70% | 26,551 | 26,551 | — | $222.82万 | 新建仓 |
| — | EUPRAXIA PHARMACEUTICALS INC | $199.82万 | 0.63% | 276,000 | 276,000 | — | $199.82万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $188.79万 | 0.59% | 99,887 | 99,887 | — | $188.79万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $188.47万 | 0.59% | 69,571 | 27,546 | 65.5% | $74.62万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $180.79万 | 0.57% | 54,000 | 54,000 | — | $180.79万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $177.61万 | 0.56% | 3,393 | 1,533 | 82.4% | $80.25万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $174.56万 | 0.55% | 371,398 | 322,500 | 659.5% | $151.58万 | 加仓 |
| — | LEONABIO INC | $169.29万 | 0.53% | 164,676 | 36,725 | 28.7% | $37.75万 | 加仓 |
| SVRA | SAVARA INC | $161.45万 | 0.51% | 295,688 | 232,926 | 371.1% | $127.18万 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $158.08万 | 0.50% | 379,082 | 379,082 | — | $158.08万 | 新建仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $155.81万 | 0.49% | 56,147 | -17,615 | -23.9% | -$48.88万 | 减仓 |
| — | SAB BIOTHERAPEUTICS INC | $153.20万 | 0.48% | 400,000 | 400,000 | — | $153.20万 | 新建仓 |
| NERV | MINERVA NEUROSCIENCES INC | $149.71万 | 0.47% | 248,476 | 248,476 | — | $149.71万 | 新建仓 |
| ZLAB | ZAI LAB LTD | $146.45万 | 0.46% | 77,858 | 77,858 | — | $146.45万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $138.90万 | 0.44% | 19,800 | 15,300 | 340.0% | $107.33万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $121.27万 | 0.38% | 82,890 | 82,890 | — | $121.27万 | 新建仓 |
| — | VAXCYTE INC | $116.22万 | 0.37% | 20,000 | 20,000 | — | $116.22万 | 新建仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $115.93万 | 0.36% | 50,252 | 50,252 | — | $115.93万 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $115.46万 | 0.36% | 256,585 | 256,585 | — | $115.46万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $111.49万 | 0.35% | 4,316 | 316 | 7.9% | $8.16万 | 加仓 |
| IVA | INVENTIVA SA | $111.08万 | 0.35% | 200,141 | 200,141 | — | $111.08万 | 新建仓 |
| — | LIPOCINE INC NEW | $99.83万 | 0.31% | 124,942 | 124,942 | — | $99.83万 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC | $99.32万 | 0.31% | 19,690 | 19,690 | — | $99.32万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $97.57万 | 0.31% | 102,493 | 102,493 | — | $97.57万 | 新建仓 |
| XNCR | XENCOR INC | $96.48万 | 0.30% | 80,000 | -29,554 | -27.0% | -$35.64万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $92.94万 | 0.29% | 29,300 | 29,300 | — | $92.94万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $92.11万 | 0.29% | 120,400 | 120,400 | — | $92.11万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $91.66万 | 0.29% | 30,707 | 30,707 | — | $91.66万 | 新建仓 |
| CLYM | CLIMB BIO INC | $89.50万 | 0.28% | 130,654 | 54,254 | 71.0% | $37.16万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $87.39万 | 0.27% | 158,021 | 118,021 | 295.1% | $65.27万 | 加仓 |
| ALKS | ALKERMES PLC | $85.47万 | 0.27% | 24,170 | 24,170 | — | $85.47万 | 新建仓 |
| SLN | SILENCE THERAPEUTICS PLC | $82.61万 | 0.26% | 156,759 | 9,159 | 6.2% | $4.83万 | 加仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $80.46万 | 0.25% | 85,687 | 28,937 | 51.0% | $27.17万 | 加仓 |
| CELC | CELCUITY INC | $68.48万 | 0.22% | 6,000 | -2,338 | -28.0% | -$26.69万 | 减仓 |
| — | AN2 THERAPEUTICS INC | $68.30万 | 0.21% | 199,701 | 199,701 | — | $68.30万 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $67.75万 | 0.21% | 35,286 | 35,286 | — | $67.75万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS RP DEL | $66.89万 | 0.21% | 1,128 | -172 | -13.2% | -$10.20万 | 减仓 |
| LLY | ELI LILLY & CO | $66.22万 | 0.21% | 720 | 720 | — | $66.22万 | 新建仓 |
| VSTM | VERASTEM INC | $65.40万 | 0.21% | 123,400 | 108,260 | 715.1% | $57.38万 | 加仓 |
| — | LIQUIDIA CORPORATION | $64.16万 | 0.20% | 17,000 | 17,000 | — | $64.16万 | 新建仓 |
| GERN | GERON CORP | $63.20万 | 0.20% | 424,180 | -353,700 | -45.5% | -$52.70万 | 减仓 |
| IRD | OPUS GENETICS INC | $61.08万 | 0.19% | 134,242 | 134,242 | — | $61.08万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $54.70万 | 0.17% | 325,600 | -208,048 | -39.0% | -$34.95万 | 减仓 |
| — | CONTEXT THERAPEUTICS INC | $49.99万 | 0.16% | 190,785 | 190,785 | — | $49.99万 | 新建仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $46.66万 | 0.15% | 6,395 | 6,395 | — | $46.66万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $44.47万 | 0.14% | 115,203 | 115,203 | — | $44.47万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $43.38万 | 0.14% | 9,000 | 9,000 | — | $43.38万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $42.16万 | 0.13% | 4,000 | -4,000 | -50.0% | -$42.16万 | 减仓 |
| PRTA | PROTHENA CORP PLC | $42.09万 | 0.13% | 43,300 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $40.38万 | 0.13% | 31,500 | 31,500 | — | $40.38万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $39.67万 | 0.12% | 333,333 | 333,333 | — | $39.67万 | 新建仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $38.30万 | 0.12% | 100,000 | 100,000 | — | $38.30万 | 新建仓 |
| PALI | PALISADE BIO INC | $37.29万 | 0.12% | 213,100 | -114,400 | -34.9% | -$20.02万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $37.06万 | 0.12% | 22,530 | 18,530 | 463.2% | $30.48万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $36.86万 | 0.12% | 11,701 | 9,701 | 485.1% | $30.56万 | 加仓 |
| — | UNICYCIVE THERAPEUTICS INC | $36.65万 | 0.12% | 55,700 | 55,700 | — | $36.65万 | 新建仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $35.33万 | 0.11% | 27,054 | 27,054 | — | $35.33万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $32.39万 | 0.10% | 27,149 | 20,039 | 281.8% | $23.91万 | 加仓 |
| EOLS | EVOLUS INC | $32.08万 | 0.10% | 78,057 | -3,943 | -4.8% | -$1.62万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $30.94万 | 0.10% | 4,300 | -10,700 | -71.3% | -$76.99万 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $29.22万 | 0.09% | 38,100 | 38,100 | — | $29.22万 | 新建仓 |
| SEPN | SEPTERNA INC | $27.50万 | 0.09% | 11,445 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $26.51万 | 0.08% | 31,296 | 14,196 | 83.0% | $12.02万 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $25.74万 | 0.08% | 110,000 | 110,000 | — | $25.74万 | 新建仓 |