TCG Crossover Management, LLC
- SEC CIK
- 0001839948
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 49
- 較 2025 年第 4 季 +6
- 總值
- $35.0 億
- 較 2025 年第 4 季 +$4.74 億 (+15.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | 6,481,085 | $7.22 億 | 20.6% | −630,511−8.9% | 減碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 3,670,206 | $2.48 億 | 7.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 10,531,071 | $2.20 億 | 6.3% | −2,231,023−17.5% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 4,946,894 | $1.90 億 | 5.4% | −921,268−15.7% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 4,286,480 | $1.70 億 | 4.9% | 00.0% | 不變 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 1,676,624 | $1.41 億 | 4.0% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 3,248,980 | $1.24 億 | 3.6% | +350,877+12.1% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 4,457,988 | $1.11 億 | 3.2% | +2,797,055+168.4% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 11,020,968 | $1.05 億 | 3.0% | +11,020,968 | 新進 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 1,062,049 | $9,811 萬 | 2.8% | +1,000,000+1,611.6% | 加碼 | 歷史 |
| VORVor Biopharma Inc. | COM NEW | 5,673,078 | $9,650 萬 | 2.8% | +5,673,078 | 新進 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,900,582 | $9,587 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 6,243,812 | $8,679 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,341,862 | $8,580 萬 | 2.5% | +1,341,862 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 4,615,144 | $8,367 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,622,151 | $7,603 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| SVRASavara Inc | COM | 12,362,205 | $6,750 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 576,473 | $5,606 萬 | 1.6% | +140,000+32.1% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 1,445,538 | $5,510 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 1,839,489 | $4,528 萬 | 1.3% | +94,474+5.4% | 加碼 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 1,473,101 | $4,291 萬 | 1.2% | +1,473,101 | 新進 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 11,390,175 | $4,271 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 4,273,356 | $4,252 萬 | 1.2% | +1,053,170+32.7% | 加碼 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 5,250,000 | $4,027 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BHVNBiohaven Ltd. | COM | 4,631,317 | $3,918 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 17,754,430 | $3,902 萬 | 1.1% | +17,754,430 | 新進 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 1,204,891 | $3,724 萬 | 1.1% | +1,204,891 | 新進 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 7,915,567 | $3,301 萬 | 0.9% | +7,915,567 | 新進 | 歷史 |
| XNCRXencor Inc | COM | 2,452,138 | $2,957 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 2,287,500 | $2,887 萬 | 0.8% | +199,108+9.5% | 加碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 13,011,849 | $2,609 萬 | 0.7% | +13,011,849 | 新進 | 歷史 |
| ARVNArvinas, Inc. | COM | 2,387,461 | $2,531 萬 | 0.7% | −278,755−10.5% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,789,617 | $2,488 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AGMBAgomAb Therapeutics NV | SPONSORED ADS | 2,053,233 | $2,154 萬 | 0.6% | +2,053,233 | 新進 | 歷史 |
| ALECAlector, Inc. | COM | 10,000,000 | $2,150 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 650,000 | $1,940 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 3,033,560 | $1,599 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LQDALiquidia Corp | COM NEW | 403,048 | $1,521 萬 | 0.4% | −1,307,036−76.4% | 減碼 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 1,647,752 | $1,396 萬 | 0.4% | −4,092,479−71.3% | 減碼 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 738,383 | $1,102 萬 | 0.3% | +255,383+52.9% | 加碼 | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 405,365 | $728.8 萬 | 0.2% | −311,982−43.5% | 減碼 | 歷史 |
| MNPRMonopar Therapeutics | COM NEW | 132,103 | $723.8 萬 | 0.2% | −9,812−6.9% | 減碼 | 歷史 |
| CNTXContext Therapeutics Inc. | COM | 2,682,696 | $702.9 萬 | 0.2% | +2,682,696 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 140,411 | $676.8 萬 | 0.2% | −780,446−84.8% | 減碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 406,786 | $578.0 萬 | 0.2% | +406,786 | 新進 | 歷史 |
| KRROKorro Bio, Inc. | COM | 416,301 | $471.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 464,398 | $466.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 181,063 | $163.0 萬 | <0.1% | −562,823−75.7% | 減碼 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 2,676,580 | $153.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（5 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RAPTRAPT Therapeutics, Inc. | COM NEW | 2,582,408 | $8,747 萬 | 2.9% | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 3,572,335 | $6,527 萬 | 2.2% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 1,181,841 | $3,217 萬 | 1.1% | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 173,816 | $720.1 萬 | 0.2% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 316,195 | $285.5 萬 | 0.1% | 歷史 |