Jones Hill Capital LP
NEW YORK NY · SEC CIK 0002102314
$4.70亿2026Q2 申报市值
29持仓数
68.8%前十大占比 · 第一大 17.4%
15 / 12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
GILD 新建仓+$4,334.01万
ARQT 新建仓+$2,857.20万
MDGL 新建仓+$2,821.40万
RLMD 加仓+$2,292.13万
XENE 新建仓+$2,220.64万
2026Q2 卖出最多 按季末市值估算
VRTX 减仓-$4,842.12万
PCVX 清仓-$3,747.11万
ELVN 减仓-$2,756.69万
TERNS PHARMACEUT 清仓-$2,747.96万
NUVALENT INC 减仓-$2,499.49万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -644,831 | -100.0% | -$3,747.11万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -521,237 | -100.0% | -$2,747.96万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -1,165,557 | -100.0% | -$2,441.84万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -25,995 | -100.0% | -$1,898.28万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -1,771,926 | -100.0% | -$1,359.07万 | 清仓 |
| NUVB | NUVATION BIO INC | $0 | 0.00% | 0 | -2,383,031 | -100.0% | -$1,022.32万 | 清仓 |
| ORKA | ORUKA THERAPEUTICS INC | $0 | 0.00% | 0 | -140,843 | -100.0% | -$690.83万 | 清仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $0 | 0.00% | 0 | -513,053 | -100.0% | -$670.05万 | 清仓 |
| MANE | VERADERMICS INC | $0 | 0.00% | 0 | -100,843 | -100.0% | -$636.82万 | 清仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $0 | 0.00% | 0 | -374,010 | -100.0% | -$472.00万 | 清仓 |
| SLN | SILENCE THERAPEUTICS PLC | $0 | 0.00% | 0 | -301,604 | -100.0% | -$158.95万 | 清仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $0 | 0.00% | 0 | -45,809 | -100.0% | -$105.68万 | 清仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $17.47万 | 0.04% | 26,760 | 26,760 | — | $17.47万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $175.21万 | 0.37% | 161,486 | 161,486 | — | $175.21万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $217.72万 | 0.46% | 40,567 | -60,026 | -59.7% | -$322.16万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $252.99万 | 0.54% | 49,850 | -543,190 | -91.6% | -$2,756.69万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $552.51万 | 1.17% | 11,123 | -97,480 | -89.8% | -$4,842.12万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $556.61万 | 1.18% | 57,100 | 57,100 | — | $556.61万 | 新建仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $613.05万 | 1.30% | 653,572 | 653,572 | — | $613.05万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $671.74万 | 1.43% | 659,213 | -539,000 | -45.0% | -$549.24万 | 减仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $718.28万 | 1.53% | 574,166 | 574,166 | — | $718.28万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $743.24万 | 1.58% | 340,000 | 340,000 | — | $743.24万 | 新建仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $798.05万 | 1.70% | 625,428 | 173,312 | 38.3% | $221.15万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $809.34万 | 1.72% | 747,313 | 747,313 | — | $809.34万 | 新建仓 |
| IMUX | IMMUNIC INC | $829.69万 | 1.76% | 539,814 | 539,814 | — | $829.69万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $930.77万 | 1.98% | 1,759,492 | 1,759,492 | — | $930.77万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $1,013.17万 | 2.15% | 420,751 | -488,456 | -53.7% | -$1,176.20万 | 减仓 |
| — | NUVALENT INC | $1,215.76万 | 2.58% | 98,442 | -202,388 | -67.3% | -$2,499.49万 | 减仓 |
| INSM | INSMED INC | $1,304.76万 | 2.77% | 122,375 | 122,375 | — | $1,304.76万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1,605.73万 | 3.41% | 894,058 | -704,736 | -44.1% | -$1,265.71万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $1,628.32万 | 3.46% | 512,856 | 512,856 | — | $1,628.32万 | 新建仓 |
| ANIP | ANI PHARMACEUTICALS INC | $1,935.46万 | 4.11% | 233,808 | -84,783 | -26.6% | -$701.83万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,220.64万 | 4.72% | 367,900 | 367,900 | — | $2,220.64万 | 新建仓 |
| PHVS | PHARVARIS N V | $2,344.11万 | 4.98% | 677,879 | 510,865 | 305.9% | $1,766.57万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $2,497.63万 | 5.31% | 1,339,212 | 969,037 | 261.8% | $1,807.25万 | 加仓 |
| RLMD | RELMADA THERAPEUTICS INC | $2,529.31万 | 5.38% | 3,655,075 | 3,312,323 | 966.4% | $2,292.13万 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC | $2,650.19万 | 5.63% | 892,621 | -367,515 | -29.2% | -$1,091.15万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $2,821.40万 | 6.00% | 52,545 | 52,545 | — | $2,821.40万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $2,857.20万 | 6.07% | 1,089,701 | 1,089,701 | — | $2,857.20万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $4,334.01万 | 9.21% | 343,043 | 343,043 | — | $4,334.01万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $8,191.56万 | 17.42% | 1,431,590 | 163,200 | 12.9% | $933.83万 | 加仓 |