Ikarian Capital, LLC
- SEC CIK
- 0001778253
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 116
- 較 2025 年第 2 季 +13
- 總值
- $4.41 億
- 較 2025 年第 2 季 +$1.39 億 (+46.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | 396,098 | $3,342 萬 | 7.6% | +396,098 | 新進 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 415,163 | $2,716 萬 | 6.2% | +415,163 | 新進 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 277,704 | $2,659 萬 | 6.0% | −186,784−40.2% | 減碼 | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 740,825 | $1,921 萬 | 4.4% | +478,085+182.0% | 加碼 | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 280,551 | $1,722 萬 | 3.9% | +280,551 | 新進 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 615,000 | $1,586 萬 | 3.6% | +615,000 | 新進 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 346,001 | $1,362 萬 | 3.1% | +346,001 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 222,674 | $1,224 萬 | 2.8% | −10,790−4.6% | 減碼 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 1,289,225 | $1,186 萬 | 2.7% | +860,704+200.9% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 311,682 | $1,123 萬 | 2.5% | +6,682+2.2% | 加碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,372,616 | $1,076 萬 | 2.4% | +3,372,616 | 新進 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 77,800 | $1,025 萬 | 2.3% | +37,800+94.5% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 451,902 | $1,023 萬 | 2.3% | +376,902+502.5% | 加碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 249,473 | $1,005 萬 | 2.3% | +94,473+61.0% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 206,854 | $982.1 萬 | 2.2% | −13,146−6.0% | 減碼 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 2,132,322 | $923.3 萬 | 2.1% | +2,132,322 | 新進 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 967,600 | $736.3 萬 | 1.7% | +967,600 | 新進 | 歷史 |
| KODKodiak Sciences Inc. | COM | 413,841 | $677.5 萬 | 1.5% | −185,693−31.0% | 減碼 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 174,959 | $632.0 萬 | 1.4% | −34,979−16.7% | 減碼 | 歷史 |
| ACOGAlpha Cognition Inc. | COM NEW | 946,259 | $616.0 萬 | 1.4% | +28,392+3.1% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 130,902 | $545.2 萬 | 1.2% | −302,529−69.8% | 減碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 245,518 | $529.8 萬 | 1.2% | −224,431−47.8% | 減碼 | 歷史 |
| PHVSPharvaris N.V. | COM | 210,165 | $524.4 萬 | 1.2% | +210,165 | 新進 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 333,733 | $513.4 萬 | 1.2% | +333,733 | 新進 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 126,979 | $509.7 萬 | 1.2% | +126,979 | 新進 | 歷史 |
| DCTHDelcath Systems, Inc. | COM NEW | 431,251 | $463.6 萬 | 1.1% | +108,861+33.8% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 163,237 | $457.1 萬 | 1.0% | −19,848−10.8% | 減碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 190,781 | $456.0 萬 | 1.0% | +190,781 | 新進 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 300,000 | $450.0 萬 | 1.0% | −176,443−37.0% | 減碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 73,619 | $437.5 萬 | 1.0% | −122,917−62.5% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 24,421 | $431.1 萬 | 1.0% | +24,421 | 新進 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 5,942 | $430.3 萬 | 1.0% | +5,942 | 新進 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,309,604 | $407.3 萬 | 0.9% | +342,014+35.3% | 加碼 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 64,746 | $405.9 萬 | 0.9% | +64,746 | 新進 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 55,946 | $378.2 萬 | 0.9% | +55,946 | 新進 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 567,601 | $376.9 萬 | 0.9% | +17,572+3.2% | 加碼 | 歷史 |
| Direxion Shs ETF Tr25461H853 | DAILY S&P BIOTEC | 91,959 | $371.9 萬 | 0.8% | +91,959 | 新進 | – |
| RLMDRelmada Therapeutics, Inc. | COM | 1,843,060 | $370.5 萬 | 0.8% | +1,802,790+4,476.8% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 58,610 | $342.1 萬 | 0.8% | −61,376−51.2% | 減碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 593,374 | $338.8 萬 | 0.8% | −474,688−44.4% | 減碼 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 435,839 | $312.5 萬 | 0.7% | +435,839 | 新進 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 106,800 | $303.7 萬 | 0.7% | −100,000−48.4% | 減碼 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 161,113 | $303.1 萬 | 0.7% | +161,113 | 新進 | 歷史 |
| GUTSFractyl Health, Inc. | COM | 1,800,000 | $286.2 萬 | 0.6% | +1,800,000 | 新進 | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 245,231 | $284.0 萬 | 0.6% | +245,231 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 51,967 | $269.9 萬 | 0.6% | +51,967 | 新進 | 歷史 |
| PEPGPepGen Inc. | COM | 535,967 | $247.6 萬 | 0.6% | +385,967+257.3% | 加碼 | 歷史 |
| STIMNeuronetics, Inc. | COM | 905,716 | $247.3 萬 | 0.6% | −193,984−17.6% | 減碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 467,362 | $244.0 萬 | 0.6% | −275,946−37.1% | 減碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 159,854 | $234.3 萬 | 0.5% | +159,854 | 新進 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 116,388 | $229.3 萬 | 0.5% | −93,261−44.5% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 2,078,706 | $228.7 萬 | 0.5% | +2,078,706 | 新進 | 歷史 |
| ALECAlector, Inc. | COM | 760,000 | $225.0 萬 | 0.5% | −140,000−15.6% | 減碼 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 620,869 | $220.4 萬 | 0.5% | +19,166+3.2% | 加碼 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 159,777 | $203.1 萬 | 0.5% | +124,477+352.6% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 13,751 | $198.0 萬 | 0.4% | −150,000−91.6% | 減碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 226,257 | $192.8 萬 | 0.4% | −623,743−73.4% | 減碼 | 歷史 |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 264,642 | $190.8 萬 | 0.4% | +264,642 | 新進 | 歷史 |
| PRQRProQR Therapeutics N.V. | SHS EURO | 892,229 | $190.0 萬 | 0.4% | +24,160+2.8% | 加碼 | 歷史 |
| PTHSPelthos Therapeutics Inc. | COM SHS | 62,451 | $174.9 萬 | 0.4% | +62,451 | 新進 | 歷史 |
| CPIXCumberland Pharmaceuticals Inc | COM | 555,932 | $173.5 萬 | 0.4% | −40,000−6.7% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 28,571 | $151.4 萬 | 0.3% | −248,379−89.7% | 減碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 48,410 | $148.2 萬 | 0.3% | +32,748+209.1% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 113,837 | $144.0 萬 | 0.3% | −250,000−68.7% | 減碼 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 1,095,574 | $142.4 萬 | 0.3% | +1,095,574 | 新進 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 54,691 | $133.7 萬 | 0.3% | −75,000−57.8% | 減碼 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 900,784 | $130.6 萬 | 0.3% | +27,216+3.1% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 72,787 | $124.3 萬 | 0.3% | +47,787+191.1% | 加碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 164,202 | $123.3 萬 | 0.3% | +105,711+180.7% | 加碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 176,690 | $109.0 萬 | 0.2% | +176,690 | 新進 | 歷史 |
| IFRXInflaRx N.V. | COM | 722,066 | $96.8 萬 | 0.2% | +17,056+2.4% | 加碼 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 15,431 | $93.6 萬 | 0.2% | −50,000−76.4% | 減碼 | 歷史 |
| SGMOQSangamo Therapeutics, Inc | COM | 1,294,652 | $87.2 萬 | 0.2% | +34,473+2.7% | 加碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 48,071 | $84.1 萬 | 0.2% | +48,071 | 新進 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 150,000 | $83.1 萬 | 0.2% | +150,000 | 新進 | 歷史 |
| HELPHelus Pharma Inc. | COM NEW | 140,475 | $82.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMUXImmunic, Inc. | COM | 914,170 | $80.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 62,691 | $73.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LYELLyell Immunopharma, Inc. | COM NEW | 43,799 | $71.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 95,955 | $70.2 萬 | 0.2% | −65,182−40.5% | 減碼 | 歷史 |
| SONNSonnet BioTherapeutics Holdings, Inc. | COM NEW | 150,000 | $68.7 萬 | 0.2% | +150,000 | 新進 | 歷史 |
| IOBTIO Biotech, Inc. | COM | 1,525,893 | $55.4 萬 | 0.1% | +1,525,893 | 新進 | 歷史 |
| VERUVeru Inc. | COM NEW | 142,523 | $54.2 萬 | 0.1% | 00.0% | 不變依 1 比 10 拆股換算 | 歷史 |
| IBIOiBio, Inc. | COM NEW | 617,327 | $51.1 萬 | 0.1% | +17,414+2.9% | 加碼 | 歷史 |
| EQEquillium, Inc. | COM | 332,297 | $47.5 萬 | 0.1% | +332,297 | 新進 | 歷史 |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 265,769 | $45.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 110,000 | $44.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 49,396 | $42.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 106,901 | $41.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 157,720 | $39.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EVAXEvaxion A/S | ADR | 80,000 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 10,000 | $26.3 萬 | 0.1% | −90,000−90.0% | 減碼 | 歷史 |
| VYGRVoyager Therapeutics, Inc. | COM | 55,766 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 176,479 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NYXHNyxoah SA | COMMONSTOCK | 50,627 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM NEW | 22,166 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTHFaeth Therapeutics, Inc. | COM NEW | 22,497 | $21.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLSQTessera Defense & Homeland Security Inc. | COM NEW | 392,976 | $20.6 萬 | <0.1% | −500,000−56.0% | 減碼 | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 10,721 | $19.8 萬 | <0.1% | −164,279−93.9% | 減碼 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 27,257 | $17.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（43 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 |
|---|---|---|---|
| UTHRUnited Therapeutics Corp | COM | $8,795 萬 | $96.4 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $7,515 萬 | – |
| BMYBristol Myers Squibb Co | Stock | $3,608 萬 | – |
| Uniqure NVN90064901 | CALL | – | $3,126 萬 |
| INSMINSMED Inc | COM PAR $.01 | $1,440 萬 | $1,440 萬 |
| SRRKScholar Rock Holding Corp | COM | $358.2 萬 | $2,091 萬 |
| SLNOSoleno Therapeutics Inc | COM | $338.0 萬 | $1,190 萬 |
| HROWHarrow, Inc. | COM | – | $1,396 萬 |
| PTCTPTC Therapeutics, Inc. | COM | – | $1,307 萬 |
| Biohaven LtdG1110E907 | CALL | – | $1,195 萬 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | – | $1,073 萬 |
| ANABAnaptysbio, Inc | COM | $493.3 萬 | $493.3 萬 |
| Jazz Pharmaceuticals PLCG50871905 | CALL | – | $931.8 萬 |
| MTSRMetsera, Inc. | COM | $450.0 萬 | $450.0 萬 |
| NVONovo Nordisk A S | ADR | – | $832.4 萬 |
| APLSApellis Pharmaceuticals, Inc. | COM | – | $810.2 萬 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | $322.6 萬 | $438.9 萬 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | – | $746.2 萬 |
| MBXMBX Biosciences, Inc. | COM | $350.0 萬 | $350.0 萬 |
| CYTKCytokinetics Inc | COM NEW | – | $609.5 萬 |
| AGIOAgios Pharmaceuticals, Inc. | COM | – | $602.1 萬 |
| SPRYARS Pharmaceuticals, Inc. | COM | – | $565.2 萬 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | – | $530.0 萬 |
| TVTXTravere Therapeutics, Inc. | COM | – | $512.7 萬 |
| KALVKalVista Pharmaceuticals, Inc. | COM | – | $487.2 萬 |
| LQDALiquidia Corp | COM NEW | – | $454.8 萬 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | – | $451.3 萬 |
| RVMDRevolution Medicines, Inc. | COM | – | $443.6 萬 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | – | $418.7 萬 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $404.0 萬 |
| ALTAltimmune, Inc. | COM NEW | – | $377.0 萬 |
| SLDBSolid Biosciences Inc. | COM NEW | – | $288.8 萬 |
| RAREUltragenyx Pharmaceutical Inc. | COM | $278.5 萬 | – |
| PRMEPrime Medicine, Inc. | COM | $138.5 萬 | $138.5 萬 |
| SRPTSarepta Therapeutics, Inc. | COM | – | $264.0 萬 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | – | $229.2 萬 |
| AKROAkero Therapeutics, Inc. | COM | – | $197.5 萬 |
| LRMRLarimar Therapeutics, Inc. | COM | – | $177.1 萬 |
| CAPRCapricor Therapeutics, Inc. | COM NEW | $72.1 萬 | $72.1 萬 |
| IONSIonis Pharmaceuticals Inc | COM | – | $87.0 萬 |
| TVRDTvardi Therapeutics, Inc. | COM | – | $74.0 萬 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | – | $69.3 萬 |
| PCVXVaxcyte, Inc. | COM | – | $25.2 萬 |
2025 年第 2 季之後清倉（23 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 56,594 | $1,845 萬 | 6.1% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 146,831 | $1,389 萬 | 4.6% | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 232,047 | $1,008 萬 | 3.3% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 449,087 | $767.9 萬 | 2.5% | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 163,696 | $325.3 萬 | 1.1% | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 1,000,221 | $271.1 萬 | 0.9% | 歷史 |
| BIIBBiogen Inc. | COM | 21,516 | $270.2 萬 | 0.9% | 歷史 |
| GERNGeron Corp | COM | 1,600,000 | $225.6 萬 | 0.7% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 198,528 | $224.4 萬 | 0.7% | 歷史 |
| MTSRMetsera, Inc. | COM | 77,316 | $220.0 萬 | 0.7% | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 49,179 | $174.2 萬 | 0.6% | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 163,363 | $133.0 萬 | 0.4% | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 619,258 | $120.8 萬 | 0.4% | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 67,927 | $108.6 萬 | 0.4% | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 68,574 | $76.9 萬 | 0.3% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 5,755 | $72.8 萬 | 0.2% | – |
| INBXInhibrx Biosciences, Inc. | COM | 42,122 | $60.1 萬 | 0.2% | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 14,096 | $33.2 萬 | 0.1% | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 31,360 | $24.9 萬 | 0.1% | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 11,984 | $9.13 萬 | <0.1% | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM | 1,000,000 | $7.25 萬 | <0.1% | 歷史 |
| TKNOAlpha Teknova, Inc. | COM | 14,008 | $6.88 萬 | <0.1% | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 52,996 | $6.65 萬 | <0.1% | 歷史 |