Ikarian Capital, LLC
- SEC CIK
- 0001778253
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 126
- 較 2026 年第 1 季 −1
- 總值
- $6.11 億
- 較 2026 年第 1 季 −$8,814 萬 (−12.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | 328,635 | $4,335 萬 | 7.1% | +271,000+470.2% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 1,059,730 | $4,129 萬 | 6.8% | −206,065−16.3% | 減碼 | 歷史 |
| ALMSAlumis Inc. | COM | 870,548 | $2,450 萬 | 4.0% | −343,000−28.3% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 72,842 | $2,439 萬 | 4.0% | +1,261+1.8% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 388,682 | $2,259 萬 | 3.7% | −40,000−9.3% | 減碼 | 歷史 |
| ANIPAni Pharmaceuticals Inc | COM | 272,085 | $2,252 萬 | 3.7% | +125,000+85.0% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 478,500 | $1,780 萬 | 2.9% | +17,253+3.7% | 加碼 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 504,559 | $1,556 萬 | 2.5% | +504,559 | 新進 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 2,148,359 | $1,487 萬 | 2.4% | −540,000−20.1% | 減碼 | 歷史 |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 604,215 | $1,455 萬 | 2.4% | +76,200+14.4% | 加碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 370,084 | $1,432 萬 | 2.3% | +370,084 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 310,000 | $1,330 萬 | 2.2% | +110,000+55.0% | 加碼 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 807,874 | $1,324 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 787,600 | $1,146 萬 | 1.9% | −230,000−22.6% | 減碼 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 2,433,000 | $1,136 萬 | 1.9% | +2,433,000 | 新進 | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 378,999 | $1,131 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| BHVNBiohaven Ltd. | COM | 748,181 | $1,113 萬 | 1.8% | +335,700+81.4% | 加碼 | 歷史 |
| CNTBConnect Biopharma Holdings Ltd | SHS | 4,538,534 | $1,080 萬 | 1.8% | −849,952−15.8% | 減碼 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 407,338 | $1,075 萬 | 1.8% | −107,662−20.9% | 減碼 | 歷史 |
| PHVSPharvaris N.V. | COM | 308,856 | $1,068 萬 | 1.7% | −178,000−36.6% | 減碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 427,349 | $949.6 萬 | 1.6% | −85,000−16.6% | 減碼 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM NEW | 335,710 | $873.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 425,000 | $780.7 萬 | 1.3% | +425,000 | 新進 | 歷史 |
| PTHSPelthos Therapeutics Inc. | COM SHS | 256,598 | $725.1 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 1,218,492 | $718.9 萬 | 1.2% | +25,000+2.1% | 加碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 205,837 | $707.6 萬 | 1.2% | +48,300+30.7% | 加碼 | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM NEW | 121,356 | $655.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 188,381 | $653.1 萬 | 1.1% | +188,381 | 新進 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 126,541 | $642.2 萬 | 1.1% | +126,541 | 新進 | 歷史 |
| PRQRProQR Therapeutics N.V. | SHS EURO | 3,425,930 | $637.2 萬 | 1.0% | +1,933,701+129.6% | 加碼 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 88,951 | $624.4 萬 | 1.0% | −77,696−46.6% | 減碼 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 2,269,704 | $610.6 萬 | 1.0% | −625,000−21.6% | 減碼 | 歷史 |
| OCGNOcugen, Inc. | COM | 3,962,972 | $606.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ACOGAlpha Cognition Inc. | COM NEW | 836,259 | $603.8 萬 | 1.0% | −220,000−20.8% | 減碼 | 歷史 |
| HROWHarrow, Inc. | COM | 135,775 | $576.6 萬 | 0.9% | −407,272−75.0% | 減碼 | 歷史 |
| KZIAKazia Therapeutics Ltd | SPONSORED ADS | 396,201 | $557.9 萬 | 0.9% | +396,201 | 新進 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 165,617 | $553.0 萬 | 0.9% | −316,954−65.7% | 減碼 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 430,000 | $547.8 萬 | 0.9% | +430,000 | 新進 | 歷史 |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 809,741 | $535.2 萬 | 0.9% | −405,000−33.3% | 減碼 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 200,000 | $490.2 萬 | 0.8% | +200,000 | 新進 | 歷史 |
| RZLTRezolute, Inc. | COM NEW | 935,012 | $486.2 萬 | 0.8% | +918,533+5,574.0% | 加碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 383,281 | $479.5 萬 | 0.8% | −215,000−35.9% | 減碼 | 歷史 |
| MNPRMonopar Therapeutics | COM NEW | 47,861 | $443.1 萬 | 0.7% | +47,861 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 57,417 | $427.6 萬 | 0.7% | −102,703−64.1% | 減碼 | 歷史 |
| IVAInventiva S.A. | ADS | 1,129,101 | $415.3 萬 | 0.7% | −300,000−21.0% | 減碼 | 歷史 |
| ABSIAbsci Corp | COM | 353,772 | $410.0 萬 | 0.7% | +353,772 | 新進 | 歷史 |
| ALECAlector, Inc. | COM | 1,982,606 | $398.5 萬 | 0.7% | −100,000−4.8% | 減碼 | 歷史 |
| CLYMClimb Bio, Inc. | COM | 300,000 | $391.2 萬 | 0.6% | +300,000 | 新進 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 1,049,161 | $384.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CRDLCardiol Therapeutics Inc. | COM CL A | 3,325,000 | $352.4 萬 | 0.6% | +600,000+22.0% | 加碼 | 歷史 |
| CUECue Biopharma, Inc. | COM | 104,364 | $329.4 萬 | 0.5% | +104,364 | 新進 | 歷史 |
| CPIXCumberland Pharmaceuticals Inc | COM | 503,153 | $326.0 萬 | 0.5% | −50,000−9.0% | 減碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 38,278 | $312.0 萬 | 0.5% | +38,278 | 新進 | 歷史 |
| RNTXRein Therapeutics, Inc. | COM NEW | 2,950,000 | $306.8 萬 | 0.5% | +2,950,000 | 新進 | 歷史 |
| ARVNArvinas, Inc. | COM | 358,257 | $297.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 1,053,797 | $281.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PMNProMIS Neurosciences Inc. | COM SHS | 205,000 | $269.8 萬 | 0.4% | +150,000+272.7% | 加碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 430,244 | $245.7 萬 | 0.4% | −150,000−25.9% | 減碼 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 513,011 | $238.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DCTHDelcath Systems, Inc. | COM NEW | 185,667 | $233.8 萬 | 0.4% | −245,584−56.9% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 2,656,570 | $231.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 700,000 | $217.7 萬 | 0.4% | −200,000−22.2% | 減碼 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,278,408 | $217.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 117,500 | $211.0 萬 | 0.3% | +117,500 | 新進 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 31,166 | $196.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 830,784 | $182.8 萬 | 0.3% | −35,000−4.0% | 減碼 | 歷史 |
| DERMJourney Medical Corp | COM | 251,436 | $178.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 525,000 | $169.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBIOiBio, Inc. | COM NEW | 957,062 | $167.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 90,183 | $166.7 萬 | 0.3% | +90,183 | 新進 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 166,571 | $164.1 萬 | 0.3% | −200,000−54.6% | 減碼 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 750,000 | $156.8 萬 | 0.3% | +475,022+172.7% | 加碼 | 歷史 |
| AMANAmanat Acquisition Corp. | CL A ORD | 150,000 | $152.4 萬 | 0.2% | +150,000 | 新進 | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 360,000 | $146.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QNCXQuince Therapeutics, Inc. | Stock | 72,251 | $131.4 萬 | 0.2% | +72,251 | 新進 | 歷史 |
| LPCNLipocine Inc. | COM NEW | 508,556 | $130.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMNMImmunome Inc. | COM | 60,000 | $127.1 萬 | 0.2% | +60,000 | 新進 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 1,000,000 | $114.0 萬 | 0.2% | +1,000,000 | 新進 | 歷史 |
| IMUXImmunic, Inc. | COM NEW | 67,464 | $103.7 萬 | 0.2% | 00.0% | 不變依 1 比 10 拆股換算 | 歷史 |
| QNRXQuoin Pharmaceuticals Ltd. | ADR | 211,538 | $102.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EQEquillium, Inc. | COM | 303,555 | $97.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STIMNeuronetics, Inc. | COM | 701,182 | $91.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTHFaeth Therapeutics, Inc. | COM NEW | 35,386 | $88.5 萬 | 0.1% | +29,035+457.2% | 加碼 | 歷史 |
| GUTSFractyl Health, Inc. | COM | 1,100,000 | $87.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HELPHelus Pharma Inc. | COM NEW | 132,153 | $87.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRAXFirst Tracks Biotherapeutics, Inc. | ORD SHS | 42,775 | $86.1 萬 | 0.1% | +42,775 | 新進 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 213,865 | $81.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25461H853 | DAILY S&P BIOTEC | 105,822 | $81.6 萬 | 0.1% | 00.0% | 不變 | – |
| PEPGPepGen Inc. | COM | 447,165 | $80.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 28,099 | $71.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CNSPCNS Pharmaceuticals, Inc. | COM | 135,830 | $64.9 萬 | 0.1% | +90,000+196.4% | 加碼 | 歷史 |
| LYELLyell Immunopharma, Inc. | COM NEW | 41,081 | $57.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 85,285 | $49.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 48,569 | $49.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PASGPassage BIO, Inc. | COM | 99,517 | $48.6 萬 | 0.1% | +31,393+46.1% | 加碼 | 歷史 |
| NXTCNextCure, Inc. | COM NEW | 288,303 | $46.1 萬 | 0.1% | +50,000+21.0% | 加碼 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 20,972 | $44.6 萬 | 0.1% | −98,000−82.4% | 減碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 42,956 | $42.9 萬 | 0.1% | −221,453−83.8% | 減碼 | 歷史 |
| TRAWTraws Pharma, Inc. | COM NEW | 478,142 | $40.3 萬 | 0.1% | −200,000−29.5% | 減碼 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 164,674 | $39.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（23 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 |
|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | $3,332 萬 | $4,545 萬 |
| IONSIonis Pharmaceuticals Inc | COM | $2,379 萬 | $3,172 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $4,748 萬 | – |
| MRNAModerna, Inc. | Stock | $2,801 萬 | – |
| Newamsterdam Pharma CompanyN62509959 | PUT | $1,356 萬 | – |
| EYPTEyePoint, Inc. | COM NEW | $529.7 萬 | $529.7 萬 |
| ALMSAlumis Inc. | COM | – | $1,003 萬 |
| KODKodiak Sciences Inc. | COM | – | $848.2 萬 |
| CAPRCapricor Therapeutics, Inc. | COM NEW | – | $842.8 萬 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | $815.1 萬 | – |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | $30.1 萬 | $669.6 萬 |
| KYMRKymera Therapeutics, Inc. | COM | $577.9 萬 | – |
| TENXTenax Therapeutics, Inc. | COM NEW | $24.0 萬 | $542.9 萬 |
| SLSSELLAS Life Sciences Group, Inc. | COM NEW | $523.5 萬 | – |
| SIONSionna Therapeutics, Inc. | COM | $472.9 萬 | – |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $424.2 萬 | – |
| VERAVera Therapeutics, Inc. | CL A | – | $307.7 萬 |
| QTTBQ32 Bio Inc. | COM | $254.8 萬 | – |
| OLMAOlema Pharmaceuticals, Inc. | COM | – | $250.2 萬 |
| BMYBristol Myers Squibb Co | Stock | $244.9 萬 | – |
| Uniqure NVN90064901 | CALL | – | $229.4 萬 |
| IRONDisc Medicine, Inc. | COM | $97.3 萬 | $97.3 萬 |
| ELTXElicio Therapeutics, Inc. | COM | $41.9 萬 | $41.9 萬 |
2026 年第 1 季之後清倉（27 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TERNTerns Pharmaceuticals, Inc. | COM | 1,456,378 | $7,678 萬 | 11.0% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 283,572 | $1,869 萬 | 2.7% | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 163,142 | $1,587 萬 | 2.3% | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 242,021 | $1,187 萬 | 1.7% | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 344,123 | $1,152 萬 | 1.6% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 127,038 | $953.9 萬 | 1.4% | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 64,626 | $805.6 萬 | 1.2% | 歷史 |
| LLYEli Lilly & Co | Stock | 6,547 | $602.2 萬 | 0.9% | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 173,107 | $504.3 萬 | 0.7% | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 226,888 | $410.4 萬 | 0.6% | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 733,435 | $408.5 萬 | 0.6% | 歷史 |
| FRNMFreenome, Inc. | CL A ORD SHS | 240,951 | $264.3 萬 | 0.4% | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 293,258 | $262.8 萬 | 0.4% | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 270,231 | $241.9 萬 | 0.3% | 歷史 |
| NUVLNuvalent, Inc. | COM | 23,594 | $241.7 萬 | 0.3% | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 12,460 | $235.6 萬 | 0.3% | 歷史 |
| QUREuniQure N.V. | SHS | 91,060 | $148.9 萬 | 0.2% | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 58,803 | $111.1 萬 | 0.2% | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 102,211 | $75.8 萬 | 0.1% | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 18,113 | $71.9 萬 | 0.1% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 35,119 | $70.7 萬 | 0.1% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 4,214 | $68.9 萬 | 0.1% | 歷史 |
| SGMOQSangamo Therapeutics, Inc | COM | 1,218,671 | $30.1 萬 | <0.1% | 歷史 |
| VERUVeru Inc. | COM NEW | 133,517 | $29.5 萬 | <0.1% | 歷史 |
| IOBTIO Biotech, Inc. | COM | 1,386,565 | $8.14 萬 | <0.1% | 歷史 |
| SHPHShuttle Pharmaceuticals Holdings, Inc. | COM | 68,993 | $4.68 萬 | <0.1% | 歷史 |
| AMIXAutonomix Medical, Inc. | COM NEW | 18,688 | $7,290 | <0.1% | 歷史 |