Ikarian Capital, LLC
- SEC CIK
- 0001778253
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 81
- 較 2023 年第 1 季 −9
- 總值
- $2.83 億
- 較 2023 年第 1 季 +$4,257 萬 (+17.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SLRNACELYRIN, Inc. | COM | 2,918,426 | $6,100 萬 | 21.5% | +2,918,426 | 新進 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 133,800 | $1,219 萬 | 4.3% | +33,800+33.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 100,000 | $1,154 萬 | 4.1% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 490,893 | $1,154 萬 | 4.1% | +490,893 | 新進 | 歷史 |
| NUVLNuvalent, Inc. | COM | 272,752 | $1,150 萬 | 4.1% | +272,752 | 新進 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 240,031 | $1,066 萬 | 3.8% | +240,031 | 新進 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 485,000 | $1,023 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| BHVNBiohaven Ltd. | COM | 427,417 | $1,022 萬 | 3.6% | +25,091+6.2% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 475,000 | $856.0 萬 | 3.0% | +475,000 | 新進 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 447,700 | $844.8 萬 | 3.0% | +447,700 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 429,686 | $739.1 萬 | 2.6% | −165,000−27.7% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 140,000 | $699.2 萬 | 2.5% | −85,000−37.8% | 減碼 | 歷史 |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 611,932 | $664.6 萬 | 2.3% | +611,932 | 新進 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 275,875 | $605.5 萬 | 2.1% | +64,900+30.8% | 加碼 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 280,000 | $568.7 萬 | 2.0% | +50,000+21.7% | 加碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 121,658 | $561.2 萬 | 2.0% | +121,658 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 135,486 | $521.6 萬 | 1.8% | −25,000−15.6% | 減碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 203,037 | $518.2 萬 | 1.8% | −4,075−2.0% | 減碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 579,390 | $482.6 萬 | 1.7% | −290,000−33.4% | 減碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 130,000 | $463.6 萬 | 1.6% | +130,000 | 新進 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 978,626 | $402.2 萬 | 1.4% | +634,941+184.7% | 加碼 | 歷史 |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 504,253 | $370.1 萬 | 1.3% | +504,253 | 新進 | 歷史 |
| VYGRVoyager Therapeutics, Inc. | COM | 300,000 | $343.5 萬 | 1.2% | +300,000 | 新進 | 歷史 |
| ALLKAllakos Inc. | COM | 772,092 | $336.6 萬 | 1.2% | +772,092 | 新進 | 歷史 |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 654,945 | $315.0 萬 | 1.1% | +400,000+156.9% | 加碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 315,480 | $276.0 萬 | 1.0% | −405,861−56.3% | 減碼 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 545,103 | $275.3 萬 | 1.0% | +545,103 | 新進 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 174,510 | $245.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 1,705,605 | $237.1 萬 | 0.8% | +350,000+25.8% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 225,000 | $226.8 萬 | 0.8% | −350,000−60.9% | 減碼 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 200,163 | $207.6 萬 | 0.7% | −100,000−33.3% | 減碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 841,596 | $206.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BIVIBiovie Inc. | CL A NEW | 448,556 | $193.3 萬 | 0.7% | +100,000+28.7% | 加碼 | 歷史 |
| ICPTIntercept Pharmaceuticals, Inc. | COM | 160,200 | $177.2 萬 | 0.6% | +75,000+88.0% | 加碼 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 1,149,490 | $174.7 萬 | 0.6% | +1,149,490 | 新進 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 25,000 | $172.6 萬 | 0.6% | +25,000 | 新進 | 歷史 |
| MRUSMerus N.V. | COM | 63,125 | $166.2 萬 | 0.6% | −145,525−69.7% | 減碼 | 歷史 |
| IMUXImmunic, Inc. | COM | 650,000 | $163.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JSPRJasper Therapeutics, Inc. | COM | 1,125,087 | $154.1 萬 | 0.5% | −1,200−0.1% | 減碼 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 150,000 | $152.8 萬 | 0.5% | +150,000 | 新進 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 192,260 | $150.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BLUEbluebird bio, Inc. | COM | 412,628 | $135.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 460,416 | $131.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 140,000 | $126.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM | 155,819 | $102.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 35,000 | $96.7 萬 | 0.3% | +35,000 | 新進 | 歷史 |
| ARDXArdelyx, Inc. | COM | 278,825 | $94.5 萬 | 0.3% | −300,000−51.8% | 減碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 48,170 | $82.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TCONTracon Pharmaceuticals, Inc. | COM NEW | 2,765,530 | $80.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PRQRProQR Therapeutics N.V. | SHS EURO | 472,625 | $76.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 70,390 | $74.8 萬 | 0.3% | +70,390 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 62,766 | $74.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM | 400,000 | $71.6 萬 | 0.3% | +100,000+33.3% | 加碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 349,133 | $67.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 260,087 | $61.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 228,420 | $61.7 萬 | 0.2% | +228,420 | 新進 | 歷史 |
| IMTXImmatics N.V. | SHS | 49,031 | $56.6 萬 | 0.2% | −130,521−72.7% | 減碼 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 5,472 | $55.8 萬 | 0.2% | −75,092−93.2% | 減碼 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 600,000 | $52.8 萬 | 0.2% | +600,000 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 100,000 | $51.6 萬 | 0.2% | −100,000−50.0% | 減碼 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 188,664 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 62,527 | $43.1 萬 | 0.2% | −100,000−61.5% | 減碼 | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 189,935 | $39.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 156,203 | $34.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 221,830 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 891,676 | $30.0 萬 | 0.1% | +891,676 | 新進 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 213,392 | $28.0 萬 | 0.1% | −23,317−9.9% | 減碼 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 28,784 | $26.1 萬 | 0.1% | −110,781−79.4% | 減碼 | 歷史 |
| CNTBConnect Biopharma Holdings Ltd | ADS | 219,501 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 313,677 | $21.9 萬 | 0.1% | +85,000+37.2% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 2,090 | $18.7 萬 | 0.1% | +2,090 | 新進 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 50,000 | $16.5 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 65,491 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYBXSynlogic, Inc. | COM | 306,757 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 283,464 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 134,146 | $12.7 萬 | <0.1% | +134,146 | 新進 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 15,000 | $10.6 萬 | <0.1% | +15,000 | 新進 | 歷史 |
| FNCHFinch Therapeutics Group, Inc. | COM NEW | 7,917 | $6.75 萬 | <0.1% | 00.0% | 不變依 1 比 30 拆股換算 | 歷史 |
| Aslan Pharmaceuticals Ltd04522R200 | SPON ADS NEW | 164,088 | $2.98 萬 | <0.1% | 00.0% | 不變 | – |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 75 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Erytech Pharma29604W108 | SPONSORED ADR | 3,019 | $2,257 | <0.1% | −245,407−98.8% | 減碼 | – |
選擇權（30 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | $5,148 萬 | $1,481 萬 |
| TGTXTG Therapeutics, Inc. | COM | $2,052 萬 | $2,052 萬 |
| BMEABiomea Fusion, Inc. | COM | $629.3 萬 | $2,056 萬 |
| BBIOBridgeBio Pharma, Inc. | COM | $258.0 萬 | $2,115 萬 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | $1,123 萬 | $1,123 萬 |
| AZNAstraZeneca PLC | SPONSORED ADR | – | $1,789 萬 |
| SRPTSarepta Therapeutics, Inc. | COM | $1,398 萬 | $253.1 萬 |
| REPLReplimune Group, Inc. | COM | $808.5 萬 | $530.1 萬 |
| VTYXVentyx Biosciences, Inc. | COM | $1,227 萬 | – |
| APLSApellis Pharmaceuticals, Inc. | COM | $1,212 萬 | – |
| PTGXProtagonist Therapeutics, Inc | COM | $583.9 萬 | $552.4 萬 |
| RETAReata Pharmaceuticals Inc | CL A | – | $1,122 萬 |
| BMRNBiomarin Pharmaceutical Inc | COM | $866.8 萬 | – |
| ACRSAclaris Therapeutics, Inc. | COM | $825.8 萬 | – |
| IMVTImmunovant, Inc. | COM | $144.2 萬 | $618.8 萬 |
| IMGNImmunoGen, Inc. | COM | – | $660.5 萬 |
| NVAXNovavax Inc | COM NEW | $297.2 萬 | $297.2 萬 |
| BHVNBiohaven Ltd. | COM | – | $538.2 萬 |
| LEGNLegend Biotech Corp | SPONSORED ADS | – | $474.9 萬 |
| INSMINSMED Inc | COM PAR $.01 | – | $422.0 萬 |
| RCUSArcus Biosciences, Inc. | COM | – | $406.2 萬 |
| STOKStoke Therapeutics, Inc. | COM | – | $228.8 萬 |
| KYNBKyntra Bio, Inc. | COM | $102.4 萬 | $108.0 萬 |
| SLRNACELYRIN, Inc. | COM | – | $209.0 萬 |
| DICEDICE Therapeutics, Inc. | COM | $202.6 萬 | – |
| QUREuniQure N.V. | SHS | – | $176.9 萬 |
| TERNTerns Pharmaceuticals, Inc. | COM | – | $175.0 萬 |
| KRYSKrystal Biotech, Inc. | COM | $120.9 萬 | – |
| MRSNMersana Therapeutics, Inc. | COM | – | $36.4 萬 |
| NUVLNuvalent, Inc. | COM | – | $18.6 萬 |
2023 年第 1 季之後清倉（34 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RXDXPrometheus Biosciences, Inc. | COM | 125,926 | $1,351 萬 | 5.6% | 歷史 |
| IMVTImmunovant, Inc. | COM | 774,398 | $1,201 萬 | 5.0% | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 885,334 | $637.4 萬 | 2.6% | – |
| ISEEIVERIC bio, Inc. | COM | 213,521 | $519.5 萬 | 2.2% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 50,000 | $486.2 萬 | 2.0% | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 195,146 | $393.6 萬 | 1.6% | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 106,057 | $381.6 萬 | 1.6% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 27,469 | $355.6 萬 | 1.5% | – |
| ALTAltimmune, Inc. | COM NEW | 677,300 | $285.8 萬 | 1.2% | 歷史 |
| BTAIQBioXcel Therapeutics, Inc. | COM | 133,014 | $248.2 萬 | 1.0% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 65,000 | $217.8 萬 | 0.9% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 55,666 | $195.9 萬 | 0.8% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 50,000 | $191.3 萬 | 0.8% | 歷史 |
| MGNXMacrogenics Inc | COM | 250,000 | $179.3 萬 | 0.7% | 歷史 |
| MORFMorphic Holding, Inc. | COM | 45,873 | $172.7 萬 | 0.7% | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 46,462 | $139.7 萬 | 0.6% | – |
| MRTXMirati Therapeutics, Inc. | COM | 33,100 | $123.1 萬 | 0.5% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 8,324 | $114.7 萬 | 0.5% | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 60,000 | $112.9 萬 | 0.5% | 歷史 |
| DCTHDelcath Systems, Inc. | COM NEW | 360,569 | $107.9 萬 | 0.4% | 歷史 |
| IVAInventiva S.A. | ADS | 292,599 | $99.9 萬 | 0.4% | 歷史 |
| ACHVAchieve Life Sciences, Inc. | COM | 174,714 | $99.0 萬 | 0.4% | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 17,805 | $74.7 萬 | 0.3% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 43,156 | $71.9 萬 | 0.3% | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 10,000 | $29.3 萬 | 0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 962 | $26.7 萬 | 0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,519 | $18.2 萬 | 0.1% | – |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 448,101 | $14.8 萬 | 0.1% | – |
| SPPISpectrum Pharmaceuticals Inc | COM | 176,980 | $13.3 萬 | 0.1% | 歷史 |
| Genfit S A372279109 | ADS | 32,786 | $13.2 萬 | 0.1% | – |
| STSASatsuma Pharmaceuticals, Inc. | COM | 136,059 | $9.50 萬 | <0.1% | 歷史 |
| Rocket Pharmaceuticals, Inc.77313F114 | *W EXP 09/02/202 | 367,112 | $6.00 萬 | <0.1% | – |
| Bio Green Med Solution, Inc.23254L603 | COM | 275,000 | $1.10 萬 | <0.1% | – |
| GOSSGossamer Bio, Inc. | COM | 6,100 | $7,686 | <0.1% | 歷史 |