EcoR1 Capital, LLC
- SEC CIK
- 0001587114
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 78
- 較 2022 年第 1 季 −8
- 總值
- $28.7 億
- 較 2022 年第 1 季 −$3.16 億 (−9.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PRTAProthena Corp Public Ltd Co | SHS | 11,584,280 | $3.15 億 | 10.9% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 5,183,431 | $2.34 億 | 8.2% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 2,868,145 | $2.15 億 | 7.5% | +798,511+38.6% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 1,008,628 | $1.78 億 | 6.2% | +1,008,628 | 新進 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 3,197,500 | $1.78 億 | 6.2% | +1,876+0.1% | 加碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 7,521,024 | $1.53 億 | 5.3% | 00.0% | 不變 | 歷史 |
| XNCRXencor Inc | COM | 5,282,416 | $1.45 億 | 5.0% | +313,660+6.3% | 加碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 3,123,300 | $1.31 億 | 4.6% | +1,619,371+107.7% | 加碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 6,638,371 | $1.22 億 | 4.2% | 00.0% | 不變 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 3,951,566 | $8,575 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 5,991,479 | $8,442 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| ZLABZai Lab Ltd | ADR | 2,431,885 | $8,434 萬 | 2.9% | +208,673+9.4% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 4,278,069 | $8,338 萬 | 2.9% | +3,003,972+235.8% | 加碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 3,723,541 | $6,237 萬 | 2.2% | +1,432,100+62.5% | 加碼 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 1,975,611 | $6,004 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 4,488,200 | $5,117 萬 | 1.8% | +4,488,200 | 新進 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 125,000 | $4,736 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 3,495,943 | $4,615 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 13,896,543 | $4,503 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| AVIRAtea Pharmaceuticals, Inc. | COM | 6,340,639 | $4,502 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| CERECerevel Therapeutics Holdings, Inc. | COM | 1,646,260 | $4,353 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 4,056,548 | $4,122 萬 | 1.4% | −1,681,900−29.3% | 減碼 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 2,759,505 | $4,010 萬 | 1.4% | 00.0% | 不變 | – |
| DSGNDesign Therapeutics, Inc. | COM | 2,634,178 | $3,688 萬 | 1.3% | +262,733+11.1% | 加碼 | 歷史 |
| VYGRVoyager Therapeutics, Inc. | COM | 4,753,907 | $2,810 萬 | 1.0% | +1,196,400+33.6% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,330,263 | $2,481 萬 | 0.9% | +540,054+68.3% | 加碼 | 歷史 |
| GERNGeron Corp | COM | 14,168,988 | $2,196 萬 | 0.8% | −116,726−0.8% | 減碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 895,503 | $1,908 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 2,359,808 | $1,878 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,421,319 | $1,735 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,300,000 | $1,590 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 3,418,068 | $1,531 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,169,889 | $1,500 萬 | 0.5% | +1,169,889 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 182,783 | $1,389 萬 | 0.5% | +182,783 | 新進 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 6,117,400 | $1,315 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 690,000 | $1,207 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 1,921,310 | $1,057 萬 | 0.4% | +361,600+23.2% | 加碼 | – |
| TNGXTango Therapeutics, Inc. | COM | 2,302,065 | $1,043 萬 | 0.4% | +1,540,094+202.1% | 加碼 | 歷史 |
| AKUSAkouos, Inc. | COM | 1,975,984 | $926.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 5,000,000 | $815.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DTILPrecision Biosciences Inc | COM | 5,035,971 | $805.8 萬 | 0.3% | +5,035,971 | 新進 | 歷史 |
| SURFSurface Oncology, Inc. | COM | 4,653,000 | $763.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 541,108 | $693.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FLACFrazier Lifesciences Acquisition Corp | CL A SHS | 587,615 | $580.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 279,999 | $576.8 萬 | 0.2% | +207,178+284.5% | 加碼 | 歷史 |
| JYACJiya Acquisition Corp. | COM CL A | 500,000 | $494.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 3,948,360 | $477.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 3,500,000 | $458.5 萬 | 0.2% | +3,500,000 | 新進 | 歷史 |
| AVEOAveo Pharmaceuticals, Inc. | COM NEW | 647,489 | $424.8 萬 | 0.1% | +647,489 | 新進 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 400,000 | $398.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ERASErasca, Inc. | COM | 678,441 | $377.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 1,162,179 | $319.6 萬 | 0.1% | +137,900+13.5% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 575,359 | $244.0 萬 | 0.1% | +245,822+74.6% | 加碼 | 歷史 |
| TPSTTempest Therapeutics, Inc. | COM | 1,031,268 | $221.7 萬 | 0.1% | +1,031,268 | 新進 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 175,000 | $220.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| 5 01 Acquisition Corp33836P105 | COM CL A | 200,000 | $198.0 萬 | 0.1% | 00.0% | 不變 | – |
| BCLS Acquisition CorpG0904B105 | COM CL A | 200,000 | $198.0 萬 | 0.1% | 00.0% | 不變 | – |
| Eucrates Biomedical Acqu CorG3141W106 | SHS | 200,000 | $198.0 萬 | 0.1% | 00.0% | 不變 | – |
| VERVVerve Therapeutics, Inc. | COM | 98,593 | $150.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 215,000 | $147.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 150,000 | $147.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 353,701 | $144.0 萬 | 0.1% | +353,701 | 新進 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 310,960 | $143.7 萬 | 0.1% | −15,618−4.8% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 292,320 | $142.4 萬 | <0.1% | −162,225−35.7% | 減碼 | 歷史 |
| ADVMAdverum Biotechnologies, Inc. | COM | 1,046,700 | $125.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRONKronos Bio, Inc. | COM | 326,780 | $118.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Turmeric Acquisition CorpG9127T108 | CL A | 100,000 | $99.3 萬 | <0.1% | 00.0% | 不變 | – |
| PRDSPardes Biosciences, Inc. | COM | 200,000 | $61.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM | 210,100 | $51.5 萬 | <0.1% | +210,100 | 新進 | 歷史 |
| Omega Alpha SpacG6749V107 | CL A | 50,000 | $49.3 萬 | <0.1% | 00.0% | 不變 | – |
| EVLOEvelo Biosciences, Inc. | COM | 200,417 | $42.3 萬 | <0.1% | +200,417 | 新進 | 歷史 |
| BOLTBolt Biotherapeutics, Inc. | COM | 150,000 | $30.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 963,333 | – | – | 00.0% | 不變 | – |
| Eucrates Biomedical Acqu CorG3141W122 | *W EXP 10/23/202 | 66,666 | – | – | +66,666 | 新進 | – |
| Frazier Lifesciences Acqu CoG3710A113 | *W EXP 11/30/202 | 66,665 | – | – | 00.0% | 不變 | – |
| Turmeric Acquisition CorpG9127T124 | *W EXP 10/08/202 | 33,333 | – | – | 00.0% | 不變 | – |
| CareMax, Inc.14171W111 | *W EXP 06/08/202 | 100,000 | – | – | 00.0% | 不變 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 66,665 | – | – | 00.0% | 不變 | – |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2022 年第 1 季之後清倉（20 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RCUSArcus Biosciences, Inc. | COM | 3,265,101 | $1.03 億 | 3.2% | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 500,622 | $4,116 萬 | 1.3% | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,304,741 | $3,151 萬 | 1.0% | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 547,453 | $2,402 萬 | 0.8% | 歷史 |
| EXELExelixis, Inc. | COM | 951,333 | $2,157 萬 | 0.7% | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 325,881 | $1,839 萬 | 0.6% | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 649,786 | $1,353 萬 | 0.4% | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 381,711 | $903.9 萬 | 0.3% | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 298,597 | $798.1 萬 | 0.3% | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 115,236 | $531.7 萬 | 0.2% | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 200,000 | $485.2 萬 | 0.2% | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 254,473 | $356.5 萬 | 0.1% | 歷史 |
| SLDBSolid Biosciences Inc. | COM | 2,565,102 | $307.8 萬 | 0.1% | 歷史 |
| MLTXMoonLake Immunotherapeutics | COM CL A | 200,000 | $222.0 萬 | 0.1% | 歷史 |
| ACIUAC Immune SA | SHS | 485,005 | $194.0 萬 | 0.1% | 歷史 |
| BCELAtreca, Inc. | CL A COM | 358,780 | $113.7 萬 | <0.1% | 歷史 |
| AMTIApplied Molecular Transport Inc. | COM | 131,693 | $99.0 萬 | <0.1% | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 50,000 | $71.2 萬 | <0.1% | 歷史 |
| CRBUCaribou Biosciences, Inc. | COM | 75,000 | $68.9 萬 | <0.1% | 歷史 |
| Radius Health, Inc.750469207 | COM NEW | 35,000 | $30.9 萬 | <0.1% | – |