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 |
|---|---|---|---|---|---|---|---|---|
| CGON | CG ONCOLOGY INC | $1.34亿 | 22.12% | 1,886,236 | 1,810,478 | 2,389.8% | $1.29亿 | 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 |
| RVMD | REVOLUTION MEDICINES INC | $4,532.72万 | 7.48% | 242,029 | 161,237 | 199.6% | $3,019.65万 | 加仓 |
| PHVS | PHARVARIS N V | $2,678.22万 | 4.42% | 774,501 | 601,770 | 348.4% | $2,080.92万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $2,045.90万 | 3.38% | 256,603 | 68,727 | 36.6% | $547.96万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,854.33万 | 3.06% | 365,386 | 201,356 | 122.8% | $1,021.88万 | 加仓 |
| ABVX | ABIVAX SA | $1,483.64万 | 2.45% | 111,334 | 68,282 | 158.6% | $909.93万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $1,424.37万 | 2.35% | 770,765 | 556,946 | 260.5% | $1,029.24万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,292.37万 | 2.13% | 110,393 | 110,393 | — | $1,292.37万 | 新建仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $1,190.29万 | 1.96% | 433,147 | 377,000 | 671.5% | $1,036.00万 | 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 |
| CYTK | CYTOKINETICS INC | $1,007.29万 | 1.66% | 118,240 | 56,971 | 93.0% | $485.34万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $994.03万 | 1.64% | 1,504,400 | 878,692 | 140.4% | $580.60万 | 加仓 |
| MANE | VERADERMICS INC | $983.52万 | 1.62% | 80,000 | 80,000 | — | $983.52万 | 新建仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $856.71万 | 1.41% | 246,606 | 196,354 | 390.7% | $682.13万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $790.99万 | 1.31% | 117,067 | 97,267 | 491.2% | $657.20万 | 加仓 |
| XNCR | XENCOR INC | $782.85万 | 1.29% | 368,305 | 288,305 | 360.4% | $612.81万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $779.03万 | 1.29% | 220,126 | 91,958 | 71.7% | $325.44万 | 加仓 |
| DMRA | DAMORA THERAPEUTICS INC | $739.80万 | 1.22% | 284,430 | 183,182 | 180.9% | $476.46万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC | $705.57万 | 1.16% | 28,826 | 14,771 | 105.1% | $361.55万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $699.24万 | 1.15% | 148,647 | 48,760 | 48.8% | $229.37万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $630.92万 | 1.04% | 64,723 | 10,465 | 19.3% | $102.01万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $570.86万 | 0.94% | 147,510 | -1,889 | -1.3% | -$7.31万 | 减仓 |
| ERAS | ERASCA INC | $564.27万 | 0.93% | 308,007 | 85,539 | 38.5% | $156.71万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $556.51万 | 0.92% | 45,400 | 41,400 | 1,035.0% | $507.48万 | 加仓 |
| NERV | MINERVA NEUROSCIENCES INC | $555.76万 | 0.92% | 1,001,373 | 752,897 | 303.0% | $417.86万 | 加仓 |
| EDIT | EDITAS MEDICINE INC | $431.08万 | 0.71% | 1,330,500 | 1,330,500 | — | $431.08万 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $407.02万 | 0.67% | 1,085,398 | 714,000 | 192.2% | $267.75万 | 加仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $403.73万 | 0.67% | 610,785 | 177,270 | 40.9% | $117.18万 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $379.42万 | 0.63% | 159,118 | 159,118 | — | $379.42万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $333.45万 | 0.55% | 178,222 | -79,516 | -30.9% | -$148.77万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $322.48万 | 0.53% | 86,664 | 57,364 | 195.8% | $213.45万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $316.57万 | 0.52% | 11,869 | 11,869 | — | $316.57万 | 新建仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $311.94万 | 0.51% | 403,545 | 403,545 | — | $311.94万 | 新建仓 |
| ZLAB | ZAI LAB LTD | $292.48万 | 0.48% | 136,016 | 58,158 | 74.7% | $125.06万 | 加仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $287.07万 | 0.47% | 736,077 | 636,077 | 636.1% | $248.07万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $267.03万 | 0.44% | 4,973 | 1,580 | 46.6% | $84.84万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $252.43万 | 0.42% | 7,540 | 4,840 | 179.3% | $162.04万 | 重新持有 |
| RLMD | RELMADA THERAPEUTICS INC | $241.00万 | 0.40% | 348,265 | 194,156 | 126.0% | $134.36万 | 重新持有 |
| AGIO | AGIOS PHARMACEUTICALS INC | $211.16万 | 0.35% | 56,900 | -152,647 | -72.8% | -$566.47万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $208.45万 | 0.34% | 33,300 | 33,300 | — | $208.45万 | 新建仓 |
| SVRA | SAVARA INC | $190.41万 | 0.31% | 309,103 | 13,415 | 4.5% | $8.26万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $178.01万 | 0.29% | 381,169 | 324,093 | 567.8% | $151.35万 | 加仓 |
| PCVX | VAXCYTE INC | $177.76万 | 0.29% | 29,800 | -78,650 | -72.5% | -$469.15万 | 减仓 |
| CELC | CELCUITY INC | $170.03万 | 0.28% | 16,252 | 10,252 | 170.9% | $107.26万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $164.50万 | 0.27% | 77,930 | 77,930 | — | $164.50万 | 新建仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $145.14万 | 0.24% | 317,600 | 207,600 | 188.7% | $94.87万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $144.16万 | 0.24% | 26,800 | 17,800 | 197.8% | $95.75万 | 加仓 |
| — | LEONABIO INC | $141.67万 | 0.23% | 154,153 | -10,523 | -6.4% | -$9.67万 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $141.12万 | 0.23% | 37,865 | -48,418 | -56.1% | -$180.45万 | 减仓 |
| GERN | GERON CORP | $135.33万 | 0.22% | 1,057,228 | 633,048 | 149.2% | $81.03万 | 加仓 |
| ANL | ADLAI NORYTE LTD | $130.19万 | 0.21% | 113,207 | 113,207 | — | $130.19万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $123.84万 | 0.20% | 82,890 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $122.00万 | 0.20% | 23,285 | -885 | -3.7% | -$4.64万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $118.08万 | 0.19% | 13,300 | -6,390 | -32.5% | -$56.73万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $113.42万 | 0.19% | 332,613 | -46,469 | -12.3% | -$15.85万 | 减仓 |
| OKUR | ONKURE THERAPEUTICS INC | $109.88万 | 0.18% | 240,963 | 240,963 | — | $109.88万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $109.09万 | 0.18% | 73,300 | 73,300 | — | $109.09万 | 新建仓 |
| — | AN2 THERAPEUTICS INC | $101.13万 | 0.17% | 208,946 | 9,245 | 4.6% | $4.47万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $99.23万 | 0.16% | 60,541 | 33,487 | 123.8% | $54.89万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $83.34万 | 0.14% | 45,598 | 18,449 | 68.0% | $33.72万 | 加仓 |
| — | VOYAGER THERAPEUTICS INC | $77.19万 | 0.13% | 230,406 | 115,203 | 100.0% | $38.59万 | 加仓 |
| IVA | INVENTIVA SA | $75.65万 | 0.12% | 200,141 | 0 | 0.0% | — | 不变 |
| — | ENGENE THERAPEUTICS INC | $71.11万 | 0.12% | 411,065 | 411,065 | — | $71.11万 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $70.43万 | 0.12% | 230,921 | -25,664 | -10.0% | -$7.83万 | 减仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $70.42万 | 0.12% | 346,900 | 21,300 | 6.5% | $4.32万 | 加仓 |
| NGNE | NEUROGENE INC | $69.38万 | 0.11% | 22,060 | 22,060 | — | $69.38万 | 新建仓 |
| IHI | ISHARES TR | $68.19万 | 0.11% | 13,800 | 13,800 | — | $68.19万 | 新建仓 |
| SLN | SILENCE THERAPEUTICS PLC | $66.00万 | 0.11% | 60,107 | -96,652 | -61.7% | -$106.12万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $65.93万 | 0.11% | 1,774 | -2,542 | -58.9% | -$94.48万 | 减仓 |
| IRD | OPUS GENETICS INC | $58.83万 | 0.10% | 143,137 | 8,895 | 6.6% | $3.66万 | 加仓 |
| PALI | PALISADE BIO INC | $56.89万 | 0.09% | 272,204 | 59,104 | 27.7% | $12.35万 | 加仓 |
| EOLS | EVOLUS INC | $54.17万 | 0.09% | 78,057 | 0 | 0.0% | — | 不变 |
| — | UNICYCIVE THERAPEUTICS INC | $52.11万 | 0.09% | 103,400 | 47,700 | 85.6% | $24.04万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $51.04万 | 0.08% | 233,066 | -283,906 | -54.9% | -$62.18万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $51.02万 | 0.08% | 51,024 | -51,469 | -50.2% | -$51.47万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $44.89万 | 0.07% | 6,395 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $42.39万 | 0.07% | 43,300 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $40.66万 | 0.07% | 16,800 | -5,730 | -25.4% | -$13.87万 | 减仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $39.38万 | 0.06% | 31,476 | 31,476 | — | $39.38万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $36.21万 | 0.06% | 270,233 | -63,100 | -18.9% | -$8.46万 | 减仓 |
| — | ENTERA BIO LTD | $33.87万 | 0.06% | 191,354 | -14,188 | -6.9% | -$2.51万 | 减仓 |
| — | CUE BIOPHARMA INC | $33.78万 | 0.06% | 10,702 | 10,702 | — | $33.78万 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $33.12万 | 0.05% | 6,000 | -12,200 | -67.0% | -$67.34万 | 重新持有 |
| BEAM | BEAM THERAPEUTICS INC | $30.22万 | 0.05% | 8,804 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $26.55万 | 0.04% | 1,400 | 1,400 | — | $26.55万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $26.11万 | 0.04% | 14,540 | -2,131 | -12.8% | -$3.83万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $25.54万 | 0.04% | 7,745 | 7,745 | — | $25.54万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $25.19万 | 0.04% | 7,404 | 1,404 | 23.4% | $4.78万 | 重新持有 |
| — | LIPOCINE INC NEW | $20.18万 | 0.03% | 78,842 | -46,100 | -36.9% | -$11.80万 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $20.10万 | 0.03% | 21,432 | -64,255 | -75.0% | -$60.27万 | 减仓 |
| — | PROMIS NEUROSCIENCES INC | $13.95万 | 0.02% | 10,600 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $9.98万 | 0.02% | 19,048 | 19,048 | — | $9.98万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $7.18万 | 0.01% | 53,569 | -9,929 | -15.6% | -$1.33万 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $6.62万 | 0.01% | 18,089 | -20,011 | -52.5% | -$7.32万 | 减仓 |
| QURE | UNIQURE NV | $1.53万 | 0.00% | 338 | -8,404 | -96.1% | -$37.93万 | 重新持有 |
| — | CG ONCOLOGY INC | $0 | 0.00% | 0 | -1,439,393 | -100.0% | -$9,741.81万 | 清仓 |
| TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -195,685 | -100.0% | -$749.47万 | 清仓 |
| — | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | -300,648 | -100.0% | -$628.96万 | 清仓 |
| — | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -360,064 | -100.0% | -$537.58万 | 清仓 |