Ishara Investments LP
LOS ANGELES CA · SEC CIK 0002111609
$1.36亿2026Q2 申报市值
41持仓数
51.0%前十大占比 · 第一大 7.6%
11 / 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
ACAD 加仓+$726.11万
CRINETICS PHARMA 新建仓+$536.98万
AGIO 重新持有+$497.27万
INSM 重新持有+$439.81万
TONIX PHARMACEUT 新建仓+$431.61万
2026Q2 卖出最多 按季末市值估算
AXSM 减仓-$602.13万
KALVISTA PHARMAC 清仓-$557.10万
AMICUS THERAPEUT 清仓-$533.57万
VSTM 清仓-$434.60万
SLN 减仓-$374.57万
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 |
|---|---|---|---|---|---|---|---|---|
| ACAD | ACADIA PHARMACEUTICALS INC | $1,037.30万 | 7.62% | 410,000 | 287,000 | 233.3% | $726.11万 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $974.16万 | 7.16% | 1,230,000 | 205,000 | 20.0% | $162.36万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $821.11万 | 6.03% | 143,500 | 61,500 | 75.0% | $351.90万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $754.95万 | 5.55% | 22,550 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $684.50万 | 5.03% | 205,000 | 30,750 | 17.6% | $102.67万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $608.60万 | 4.47% | 164,000 | 134,000 | 446.7% | $497.27万 | 重新持有 |
| INSM | INSMED INC | $546.43万 | 4.01% | 51,250 | 41,250 | 412.5% | $439.81万 | 重新持有 |
| — | CRINETICS PHARMACEUTICALS IN | $536.98万 | 3.95% | 143,500 | 143,500 | — | $536.98万 | 新建仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $497.12万 | 3.65% | 1,025,000 | -205,000 | -16.7% | -$99.42万 | 减仓 |
| PCVX | VAXCYTE INC | $476.67万 | 3.50% | 82,000 | 24,600 | 42.9% | $143.00万 | 加仓 |
| ANNX | ANNEXON INC | $468.22万 | 3.44% | 820,000 | 645,750 | 370.6% | $368.72万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $465.84万 | 3.42% | 82,000 | -28,700 | -25.9% | -$163.04万 | 减仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $431.61万 | 3.17% | 338,250 | 338,250 | — | $431.61万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $427.52万 | 3.14% | 57,400 | 21,400 | 59.4% | $159.39万 | 重新持有 |
| AXSM | AXSOME THERAPEUTICS INC. | $401.42万 | 2.95% | 16,400 | -24,600 | -60.0% | -$602.13万 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $336.00万 | 2.47% | 205,000 | 63,000 | 44.4% | $103.26万 | 加仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $305.04万 | 2.24% | 1,271,000 | 369,000 | 40.9% | $88.56万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $303.59万 | 2.23% | 276,750 | 276,750 | — | $303.59万 | 新建仓 |
| DBVT | DBV TECHNOLOGIES S A | $302.58万 | 2.22% | 184,500 | 82,000 | 80.0% | $134.48万 | 加仓 |
| GMAB | GENMAB A/S | $281.57万 | 2.07% | 102,500 | 20,500 | 25.0% | $56.31万 | 加仓 |
| CYTK | CYTOKINETICS INC | $279.42万 | 2.05% | 32,800 | 32,800 | — | $279.42万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $276.55万 | 2.03% | 102,500 | 20,500 | 25.0% | $55.31万 | 加仓 |
| SLN | SILENCE THERAPEUTICS PLC | $243.48万 | 1.79% | 55,350 | -85,150 | -60.6% | -$374.57万 | 减仓 |
| NUVB | NUVATION BIO INC | $209.59万 | 1.54% | 369,000 | -31,000 | -7.8% | -$17.61万 | 重新持有 |
| WVE | WAVE LIFE SCIENCES LTD | $190.57万 | 1.40% | 328,000 | 328,000 | — | $190.57万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $186.04万 | 1.37% | 26,650 | 6,650 | 33.2% | $46.42万 | 重新持有 |
| SRRK | SCHOLAR ROCK HLDG CORP | $169.12万 | 1.24% | 30,750 | -26,650 | -46.4% | -$146.57万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $166.46万 | 1.22% | 32,800 | 32,800 | — | $166.46万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $154.28万 | 1.13% | 5,125 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $140.71万 | 1.03% | 41,000 | -16,400 | -28.6% | -$56.28万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $135.05万 | 0.99% | 123,000 | 73,800 | 150.0% | $81.03万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $133.21万 | 0.98% | 123,000 | 20,500 | 20.0% | $22.20万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $125.05万 | 0.92% | 36,900 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $122.20万 | 0.90% | 2,460 | 2,460 | — | $122.20万 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $114.94万 | 0.84% | 143,490 | 143,490 | — | $114.94万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $113.89万 | 0.84% | 12,300 | 12,300 | — | $113.89万 | 新建仓 |
| ERAS | ERASCA INC | $75.11万 | 0.55% | 41,000 | 41,000 | — | $75.11万 | 新建仓 |
| VERA | VERA THERAPEUTICS INC | $43.98万 | 0.32% | 10,250 | -71,750 | -87.5% | -$307.88万 | 减仓 |
| IMTX | IMMATICS N.V | $31.15万 | 0.23% | 30,750 | -123,000 | -80.0% | -$124.60万 | 减仓 |
| — | MEREO BIOPHARMA GROUP PLC | $24.42万 | 0.18% | 768,750 | 768,750 | — | $24.42万 | 新建仓 |
| — | GOSSAMER BIO INC | $13.50万 | 0.10% | 820,000 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I 看跌期权 | $0 | 0.00% | 0 | -20,500 | -100.0% | -$660.49万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -276,750 | -100.0% | -$557.10万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -369,000 | -100.0% | -$533.57万 | 清仓 |
| VSTM | VERASTEM INC | $0 | 0.00% | 0 | -820,000 | -100.0% | -$434.60万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -55,350 | -100.0% | -$347.04万 | 清仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $0 | 0.00% | 0 | -174,250 | -100.0% | -$324.80万 | 清仓 |
| ARDX | ARDELYX INC | $0 | 0.00% | 0 | -451,000 | -100.0% | -$270.15万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -82,000 | -100.0% | -$203.03万 | 清仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $0 | 0.00% | 0 | -8,200 | -100.0% | -$163.71万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -49,200 | -100.0% | -$154.98万 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | -24,600 | -100.0% | -$81.97万 | 清仓 |
| PTCT | PTC THERAPEUTICS INC | $0 | 0.00% | 0 | -10,250 | -100.0% | -$69.83万 | 清仓 |