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Tang Capital Management Llc
kapitalforvalter · portefølje $2.20 mia. · 41 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 55
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Aurinia Pharmaceuticals Inc US:AUPH | 13 044 106 | $221 mio. | 10.11% | +814 606 |
| Spyre Therapeutics Inc. US:SYRE | 1 892 200 | $168 mio. | 7.67% | — |
| Mirum Pharmaceuticals Inc US:MIRM | 1 236 027 | $145 mio. | 6.61% | — |
| KINIKSA PHARMACEUTICALS INTL CUSIP G52694109 | 2 259 889 | $145 mio. | 6.60% | — |
| Celcuity LLC US:CELC | 1 314 594 | $138 mio. | 6.28% | +264 594 |
| Corcept Therapeutics Incorpo… US:CORT | 1 500 000 | $130 mio. | 5.95% | — |
| PTC Therapeutics Inc US:PTCT | 1 500 000 | $122 mio. | 5.59% | — |
| LAKEFRONT BIOTHERAPEUTICS NV US:LKFT · depotbevis | 3 785 991 | $114 mio. | 5.18% | — |
| Capricor Therapeutics Inc US:CAPR | 4 099 900 | $98.7 mio. | 4.51% | +700 000 |
| Tarsus Pharmaceuticals Inc US:TARS | 1 568 266 | $98.7 mio. | 4.51% | +379 642 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 123 000 | $91.9 mio. | 4.19% | −45 000 |
| AnaptysBio Inc US:ANAB | 1 330 879 | $89.8 mio. | 4.10% | — |
| Immunocore Holdings Ltd US:IMCR · depotbevis | 2 649 368 | $84.1 mio. | 3.84% | — |
| Compass Pathways Plc US:CMPS · depotbevis | 5 000 000 | $70.8 mio. | 3.23% | +997 800 |
| ANI Pharmaceuticals Inc US:ANIP | 707 500 | $58.6 mio. | 2.67% | — |
| BioNTech SE US:BNTX · depotbevis | 470 000 | $43.7 mio. | 2.00% | — |
| Compass Therapeutics, Inc. US:CMPX | 17 990 782 | $39.4 mio. | 1.80% | +1 199 973 |
| PRECIGEN, INC. US:PGEN | 6 417 500 | $36.6 mio. | 1.67% | — |
| Viridian Therapeutics Inc US:VRDN | 1 792 626 | $32.9 mio. | 1.50% | — |
| Nuvectis Pharma Inc US:NVCT | 1 550 000 | $28.5 mio. | 1.30% | ny |
| Dianthus Therapeutics Inc. US:DNTH | 264 692 | $25.8 mio. | 1.18% | — |
| Fulcrum Therapeutics Inc US:FULC | 6 521 412 | $23.9 mio. | 1.09% | ny |
| Atea Pharmaceuticals Inc US:AVIR | 4 814 700 | $22.4 mio. | 1.02% | — |
| CRESCENT BIOPHARMA INC. CUSIP G2545C104 | 1 160 000 | $20.9 mio. | 0.95% | — |
| Nano Dimension Ltd US:NNDM · depotbevis | 14 292 813 | $20.7 mio. | 0.95% | ny |
| Viking Therapeutics Inc US:VKTX | 500 000 | $19.5 mio. | 0.89% | — |
| Nuvation Bio Inc US:NUVB | 3 299 557 | $18.7 mio. | 0.86% | +150 000 |
| Ideaya Biosciences Inc US:IDYA | 450 000 | $16.8 mio. | 0.77% | — |
| Journey Medical Corp US:DERM | 1 610 000 | $11.4 mio. | 0.52% | — |
| Insmed Inc US:INSM | 100 000 | $10.7 mio. | 0.49% | −160 000 |
| Stoke Therapeutics, Inc. US:STOK | 300 000 | $9.82 mio. | 0.45% | −200 000 |
| Pliant Therapeutics Inc US:PLRX | 6 141 261 | $7.00 mio. | 0.32% | −1 871 |
| Boundless Bio, Inc. US:BOLD | 2 559 875 | $6.40 mio. | 0.29% | ny |
| Pmv Pharmaceuticals Inc US:PMVP | 4 245 085 | $5.69 mio. | 0.26% | — |
| Moderna Inc US:MRNA | 50 000 | $3.50 mio. | 0.16% | −50 000 |
| WAVE LIFE SCIENCES LTD CUSIP Y95308105 | 600 000 | $3.49 mio. | 0.16% | — |
| Heron Therapeuti US:HRTX | 6 250 000 | $2.67 mio. | 0.12% | — |
| LENZ Therapeutics Inc US:LENZ | 451 114 | $2.56 mio. | 0.12% | — |
| Altimmune Inc US:ALT | 666 022 | $2.02 mio. | 0.09% | — |
| Rocket Pharmaceuticals Inc US:RCKT | 100 000 | $342 t. | 0.02% | — |
| Agios Pharm US:AGIO | 0 (var 100 000) | — | — | solgt |
| Arvinas Inc US:ARVN | 0 (var 538 658) | — | — | solgt |
| Biogen Inc US:BIIB | 0 (var 35 000) | — | — | solgt |
| Coherus BioSciences Inc US:CHRS | 0 (var 1 886 748) | — | — | solgt |
| Erasca Inc US:ERAS | 0 (var 200 000) | — | — | solgt |
| Evolus Inc US:EOLS | 0 (var 483 021) | — | — | solgt |
| Fate Therapeutics Inc US:FATE | 0 (var 1 167 773) | — | — | solgt |
| Janux Therapeutics Inc US:JANX | 0 (var 500 000) | — | — | solgt |
| KALVISTA PHARMACEUTICALS INC CUSIP 483497103 | 0 (var 4 573 530) | — | — | solgt |
| KEZAR LIFE SCIENCES INC CUSIP 49372L209 | 0 (var 664 314) | — | — | solgt |
| Lexicon Pharmaceuticals Inc US:LXRX | 0 (var 399 700) | — | — | solgt |
| Neumora Therapeutics, Inc. US:NMRA | 0 (var 439 878) | — | — | solgt |
| Nkarta Inc US:NKTX | 0 (var 1 480 823) | — | — | solgt |
| UROGEN PHARMA LTD CUSIP M96088105 | 0 (var 350 000) | — | — | solgt |
| Abeona Therapeutics Inc US:ABEO | 0 (var 400 000) | — | — | solgt |
I virksomheder i vores database 2
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| AnaptysBio Inc | 4.45% | 1 330 879 | 2026-06-30 |
| Heron Therapeuti | 3.29% | 6 250 000 | 2026-06-30 |
annonce