Kymera Therapeutics, Inc.
KYMR- 交易所
- Nasdaq
- 產業
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001815442
近 90 天,Kymera Therapeutics, Inc. 內部人申報 0 筆公開市場買進、6 筆賣出;2026 年第 2 季末有 276 家機構在 13F 申報持有,市值合計 $110.9 億;沒有大師持有。
2025 年第 2 季 13F 持有人
Kymera Therapeutics, Inc. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 210
- 較 2025 年第 1 季 +37 家
- 持有股數
- 7,880 萬
- 較 2025 年第 1 季 +594.3 萬 (+8.2%)
- 總市值
- $34.4 億
- 較 2025 年第 1 季 +$14.4 億 (+72.2%)
- 新進機構
- 63
- 另有 70 家加碼
- 清倉機構
- 26
- 另有 52 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 KYMR 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 276 | $110.9 億 |
| 2026 年第 1 季 | 256 | $80.1 億 |
| 2025 年第 4 季 | 255 | $69.9 億 |
| 2025 年第 3 季 | 210 | $45.8 億 |
| 2025 年第 2 季 | 210 | $34.4 億 |
| 2025 年第 1 季 | 174 | $20.0 億 |
| 2024 年第 4 季 | 181 | $28.9 億 |
| 2024 年第 3 季 | 176 | $32.7 億 |
| 2024 年第 2 季 | 157 | $20.1 億 |
| 2024 年第 1 季 | 164 | $27.0 億 |
| 2023 年第 4 季 | 137 | $15.4 億 |
| 2023 年第 3 季 | 122 | $7.97 億 |
| 2023 年第 2 季 | 129 | $13.4 億 |
| 2023 年第 1 季 | 127 | $16.8 億 |
| 2022 年第 4 季 | 121 | $14.0 億 |
| 2022 年第 3 季 | 128 | $11.5 億 |
| 2022 年第 2 季 | 101 | $9.74 億 |
| 2022 年第 1 季 | 126 | $19.3 億 |
| 2021 年第 4 季 | 128 | $27.6 億 |
| 2021 年第 3 季 | 115 | $20.4 億 |
| 2021 年第 2 季 | 110 | $12.9 億 |
| 2021 年第 1 季 | 97 | $8.87 億 |
2025 年第 2 季持有機構
每家機構持有 Kymera Therapeutics, Inc. 的股數、市值與佔組合比重;股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 6,859,202 | $2.99 億 | 0.03% | +156,752+2.3% | 加碼 |
| Baker Bros. Advisors LP | 6,651,429 | $2.90 億 | 2.82% | +655,500+10.9% | 加碼 |
| Avoro Capital Advisors LLC | 6,555,555 | $2.86 億 | 5.01% | +95,555+1.5% | 加碼 |
| Vanguard Group Inc | 5,619,848 | $2.45 億 | 0.00% | +388,456+7.4% | 加碼 |
| BVF Inc | 5,502,710 | $2.40 億 | 8.58% | +340,909+6.6% | 加碼 |
| FMR LLC | 5,431,994 | $2.37 億 | 0.01% | +1,022,760+23.2% | 加碼 |
| Wellington Management Group LLP | 5,372,061 | $2.34 億 | 0.04% | −624,812−10.4% | 減碼 |
| Atlas Venture Life Science Advisors, LLC | 4,896,462 | $2.14 億 | 32.26% | 00.0% | 不變 |
| BlackRock, Inc. | 4,148,260 | $1.81 億 | 0.00% | −134,643−3.1% | 減碼 |
| Siren, L.L.C. | 3,428,150 | $1.50 億 | 7.74% | +187,837+5.8% | 加碼 |
| State Street Corp | 1,554,431 | $6,784 萬 | 0.00% | −206,276−11.7% | 減碼 |
| Capital Research Global Investors | 1,262,182 | $5,508 萬 | 0.01% | +896,992+245.6% | 加碼 |
| Geode Capital Management, LLC | 1,193,112 | $5,208 萬 | 0.00% | +59,347+5.2% | 加碼 |
| Driehaus Capital Management LLC | 933,890 | $4,075 萬 | 0.33% | −234,901−20.1% | 減碼 |
| Jennison Associates LLC | 825,025 | $3,600 萬 | 0.02% | +272,739+49.4% | 加碼 |
| UBS Asset Management Americas Inc | 818,927 | $3,574 萬 | 0.01% | −77,477−8.6% | 減碼 |
| Redmile Group, LLC | 803,289 | $3,506 萬 | 3.73% | −180,124−18.3% | 減碼 |
| Merck & Co., Inc. | 772,165 | $3,370 萬 | 15.63% | 00.0% | 不變 |
| Commodore Capital LP | 750,000 | $3,273 萬 | 2.31% | +750,000 | 新進 |
| Deerfield Management Company, L.P. (Series C) | 653,000 | $2,850 萬 | 0.52% | +60,000+10.1% | 加碼 |
| Dimensional Fund Advisors LP | 563,365 | $2,459 萬 | 0.01% | +167,897+42.5% | 加碼 |
| Eventide Asset Management, LLC | 562,990 | $2,457 萬 | 0.43% | +37,852+7.2% | 加碼 |
| UBS Group AG | 557,734 | $2,434 萬 | 0.01% | −35,872−6.0% | 減碼 |
| Citadel Advisors LLC | 518,887 | $2,264 萬 | 0.02% | +516,382+20,614.1% | 加碼 |
| Woodline Partners LP | 498,111 | $2,174 萬 | 0.11% | −27,134−5.2% | 減碼 |
| Frontier Capital Management Co LLC | 491,810 | $2,146 萬 | 0.20% | +359,847+272.7% | 加碼 |
| Massachusetts Financial Services Co | 487,961 | $2,129 萬 | 0.01% | +67,916+16.2% | 加碼 |
| AJU IB Investment Co., Ltd. | 457,059 | $1,995 萬 | 21.71% | 00.0% | 不變 |
| Rock Springs Capital Management LP | 450,374 | $1,965 萬 | 1.22% | −344,063−43.3% | 減碼 |
| Boxer Capital Management, LLC | 432,010 | $1,885 萬 | 9.49% | +107,010+32.9% | 加碼 |
| Charles Schwab Investment Management Inc | 429,304 | $1,873 萬 | 0.00% | +47,596+12.5% | 加碼 |
| Northern Trust Corp | 409,353 | $1,786 萬 | 0.00% | −12,307−2.9% | 減碼 |
| Nextech Invest, Ltd. | 340,909 | $1,488 萬 | 2.82% | +340,909 | 新進 |
| Gilder Gagnon Howe & Co LLC | 329,020 | $1,436 萬 | 0.15% | +10,639+3.3% | 加碼 |
| Deer Management Co. LLC | 325,895 | $1,422 萬 | 1.13% | −90,000−21.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 304,200 | $1,328 萬 | 0.02% | +304,200 | 新進 |
| Goldman Sachs Group Inc | 278,736 | $1,216 萬 | 0.00% | −65,501−19.0% | 減碼 |
| Suvretta Capital Management, LLC | 275,000 | $1,200 萬 | 0.45% | +275,000 | 新進 |
| Marshall Wace, LLP | 269,284 | $1,175 萬 | 0.01% | +67,384+33.4% | 加碼 |
| Octagon Capital Advisors LP | 266,000 | $1,161 萬 | 2.55% | +266,000 | 新進 |
| Polar Capital Holdings Plc | 250,000 | $1,091 萬 | 0.06% | +250,000 | 新進 |
| Morgan Stanley | 237,605 | $1,037 萬 | 0.00% | +65,523+38.1% | 加碼 |
| TD Asset Management Inc | 234,970 | $1,025 萬 | 0.01% | +32,878+16.3% | 加碼 |
| Two Sigma Advisers, LP | 224,300 | $978.8 萬 | 0.02% | +41,000+22.4% | 加碼 |
| Perceptive Advisors LLC | 210,106 | $916.9 萬 | 0.34% | +210,106 | 新進 |
| JPMorgan Chase & Co | 207,722 | $906.5 萬 | 0.00% | +160,848+343.1% | 加碼 |
| Point72 Asset Management, L.P. | 184,478 | $805.1 萬 | 0.02% | +184,478 | 新進 |
| Voloridge Investment Management, LLC | 162,315 | $708.3 萬 | 0.03% | +18,091+12.5% | 加碼 |
| Two Sigma Investments, LP | 159,163 | $694.6 萬 | 0.01% | +11,543+7.8% | 加碼 |
| Royal Bank of Canada | 156,253 | $681.9 萬 | 0.00% | +154,109+7,187.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 154,103 | $672.5 萬 | 0.04% | +154,103 | 新進 |
| Manufacturers Life Insurance Company, The | 152,165 | $664.0 萬 | 0.01% | +9,578+6.7% | 加碼 |
| Atika Capital Management LLC | 146,600 | $639.8 萬 | 0.67% | +146,600 | 新進 |
| Foresite Capital Management VI LLC | 146,332 | $638.6 萬 | 3.59% | 00.0% | 不變 |
| Barclays PLC | 143,181 | $624.8 萬 | 0.00% | +57,969+68.0% | 加碼 |
| Patient Square Capital LP | 140,000 | $611.0 萬 | 2.20% | −2,201−1.5% | 減碼 |
| Bank of America Corp | 134,939 | $588.9 萬 | 0.00% | +38,134+39.4% | 加碼 |
| Bank of New York Mellon Corp | 130,714 | $570.4 萬 | 0.00% | +3,837+3.0% | 加碼 |
| Yiheng Capital Management, L.P. | 122,605 | $535.0 萬 | 1.94% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 118,752 | $518.2 萬 | 0.06% | +118,752 | 新進 |
| Schroder Investment Management Group | 110,213 | $481.0 萬 | 0.00% | −48,125−30.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 107,438 | $468.9 萬 | 0.01% | +22,392+26.3% | 加碼 |
| Checkpoint Capital L.P. | 106,991 | $466.9 萬 | 2.18% | −29,614−21.7% | 減碼 |
| ExodusPoint Capital Management, LP | 100,997 | $440.8 萬 | 0.05% | +71,496+242.4% | 加碼 |
| Nuveen, LLC | 100,447 | $438.4 萬 | 0.00% | −42,791−29.9% | 減碼 |
| Ensign Peak Advisors, Inc | 91,897 | $401.0 萬 | 0.01% | +91,897 | 新進 |
| AXA S.A. | 90,971 | $397.0 萬 | 0.01% | −18,023−16.5% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 90,628 | $395.6 萬 | 0.00% | +90,628 | 新進 |
| Monashee Investment Management LLC | 85,000 | $370.9 萬 | 1.96% | +85,000 | 新進 |
| Burkehill Global Management, LP | 75,000 | $327.3 萬 | 0.24% | +75,000 | 新進 |
| Swiss National Bank | 74,400 | $324.7 萬 | 0.00% | −900−1.2% | 減碼 |
| Rhumbline Advisers | 71,058 | $310.1 萬 | 0.00% | +1,130+1.6% | 加碼 |
| Prudential Financial Inc | 64,170 | $280.0 萬 | 0.00% | −31,260−32.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 58,924 | $257.1 萬 | 0.02% | +10,764+22.4% | 加碼 |
| Susquehanna International Group, LLP | 57,456 | $250.7 萬 | 0.00% | −6,312−9.9% | 減碼 |
| Millennium Management LLC | 56,536 | $246.7 萬 | 0.00% | −453,944−88.9% | 減碼 |
| Deutsche Bank AG | 50,915 | $222.2 萬 | 0.00% | −3,092−5.7% | 減碼 |
| Weiss Asset Management LP | 50,787 | $221.6 萬 | 0.04% | +50,787 | 新進 |
| Trexquant Investment LP | 50,663 | $221.1 萬 | 0.02% | +50,663 | 新進 |
| Alyeska Investment Group, L.P. | 50,000 | $218.2 萬 | 0.01% | +50,000 | 新進 |
| Maven Securities LTD | 50,000 | $218.2 萬 | 0.57% | +50,000 | 新進 |
| Comerica Bank | 49,113 | $214.3 萬 | 0.01% | +27,739+129.8% | 加碼 |
| Invesco Ltd. | 47,884 | $209.0 萬 | 0.00% | +5,809+13.8% | 加碼 |
| Alliancebernstein L.P. | 47,040 | $205.3 萬 | 0.00% | +2,050+4.6% | 加碼 |
| Legal & General Group Plc | 41,523 | $181.2 萬 | 0.00% | +1,486+3.7% | 加碼 |
| Norges Bank | 41,370 | $180.5 萬 | 0.00% | −8,327−16.8% | 減碼 |
| Rafferty Asset Management, LLC | 40,138 | $175.2 萬 | 0.01% | −18,844−31.9% | 減碼 |
| Jain Global LLC | 38,705 | $168.9 萬 | 0.03% | +38,705 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 38,141 | $166.4 萬 | 0.01% | 00.0% | 不變 |
| California State Teachers Retirement System | 36,318 | $158.5 萬 | 0.00% | −521−1.4% | 減碼 |
| Moody Aldrich Partners LLC | 34,797 | $151.9 萬 | 0.29% | +34,797 | 新進 |
| Royce & Associates LP | 33,797 | $147.5 萬 | 0.02% | +33,797 | 新進 |
| Franklin Resources Inc | 33,649 | $146.8 萬 | 0.00% | +822+2.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 33,472 | $146.1 萬 | 0.06% | +2,594+8.4% | 加碼 |
| Squarepoint Ops LLC | 33,324 | $145.4 萬 | 0.00% | −15,865−32.3% | 減碼 |
| State of Wisconsin Investment Board | 32,772 | $143.0 萬 | 0.00% | −24,448−42.7% | 減碼 |
| Nan Fung Group Holdings Ltd | 30,875 | $134.7 萬 | 2.12% | 00.0% | 不變 |
| Voya Investment Management LLC | 29,786 | $130.0 萬 | 0.00% | −8,838−22.9% | 減碼 |
| Victory Capital Management Inc | 29,633 | $129.3 萬 | 0.00% | +16,593+127.2% | 加碼 |
| HRT Financial LP | 28,906 | $126.1 萬 | 0.01% | +28,906 | 新進 |