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DISC MEDICINE · 13F 机构持仓分析
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DISC MEDICINE

DISC MEDICINE INCIRON
持有机构数
223
机构合计市值 (Q2 2026)
$31.62亿
机构合计股数 (Q2 2026)
4,319.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+473.3万股
122 · 43 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-379.7万股
87 · 24 清仓 · ≈
⚖️ 净额
+93.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$31.62亿
持有机构数
223
新买入
43
加仓
79
减仓
63
清仓
24
持股不变
38
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
富达投资FMR LLC
0.02%0.02%#72$3.58亿489.4万股$3.57亿558.7万股-69.2万股-12.39%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#105$1.81亿246.8万股$1.45亿227.4万股+19.4万股+8.53%加仓
RA资本管理RA CAPITAL MANAGEMENT, L.P.
1.56%1.66%#17$1.79亿245.0万股$1.57亿245.0万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#84$1.40亿187.6万股$8,335.9万137.1万股+50.4万股+36.77%加仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.01%0.01%#75$1.37亿187.5万股$9,906.7万154.9万股+32.6万股+21.04%加仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.02%0.02%#66$1.27亿174.1万股$1.11亿173.5万股+5,975股+0.34%加仓
道富集团STATE STREET CORP
<0.01%<0.01%#100$1.21亿164.9万股$1.09亿169.8万股-4.9万股-2.91%减仓
Vestal Point 资本Vestal Point Capital, LP
2.65%1.25%#10$1.13亿155.0万股$4,475.8万70.0万股+85.0万股+121.43%加仓
Atlas Venture Life Science Advisors, LLC
12.56%12.25%#1$1.11亿151.4万股$9,679.7万151.4万股00.00%持仓不变
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#117$1.00亿136.9万股$8,794.5万137.5万股-6,403股-0.47%减仓
Frazier Life Sciences 管理Frazier Life Sciences Management, L.P.
2.16%2.23%#13$9,909.4万135.5万股$8,662.9万135.5万股00.00%持仓不变
TCG Crossover 管理TCG Crossover Management, LLC
2.36%2.45%#11$9,814.4万134.2万股$8,579.9万134.2万股00.00%持仓不变
BVF INC/IL
2.16%2.59%#14$8,437.5万115.4万股$8,135.2万127.2万股-11.9万股-9.33%减仓
Woodline合伙人Woodline Partners LP
0.22%0.23%#34$7,008.9万95.8万股$6,127.2万95.8万股00.00%持仓不变
Siren, L.L.C.
1.31%1.75%#18$6,497.8万88.8万股$6,319.8万98.8万股-10.0万股-10.12%减仓
Logos Global Management LP
2.76%1.79%#9$6,399.8万87.5万股$3,580.6万56.0万股+31.5万股+56.25%加仓
Opaleye Management Inc.
5.66%3.55%#3$6,253.5万85.5万股$2,691.9万42.1万股+43.4万股+103.09%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#102$5,777.2万79.0万股$4,759.5万74.4万股+4.6万股+6.11%加仓
Deerfield管理DEERFIELD MANAGEMENT COMPANY, L.P.
0.5%0.5%#26$4,805.3万65.7万股$4,200.9万65.7万股00.00%持仓不变
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#85$4,162.2万56.9万股$2,521.2万39.4万股+17.5万股+44.26%加仓
Bellevue 集团Bellevue Group AG
0.86%0.7%#19$4,095.8万56.0万股$2,936.9万45.9万股+10.1万股+21.92%加仓
Saturn V Capital Management LP
5.5%5.21%#4$3,837.9万52.5万股$2,876.8万45.0万股+7.5万股+16.63%加仓
停战资本ARMISTICE CAPITAL, LLC
0.41%0.61%#28$3,364.4万46.0万股$3,427.2万53.6万股-7.6万股-14.18%减仓
詹尼森联营JENNISON ASSOCIATES LLC
0.02%0.03%#68$3,214.6万44.0万股$3,902.8万61.0万股-17.1万股-27.99%减仓
安本标准投资Aberdeen Group plc
0.04%0.04%#52$3,204.8万43.8万股$2,401.7万37.6万股+6.3万股+16.66%加仓
Palo Alto Investors LP
4.45%3.93%#6$3,047.3万41.7万股$2,568.6万40.2万股+1.5万股+3.72%加仓
暮色资产管理EVENTIDE ASSET MANAGEMENT, LLC
0.39%0.42%#29$2,893.8万39.6万股$2,529.2万39.6万股+79股+0.02%加仓
百达资产管理Pictet Asset Management Holding SA
0.03%0.03%#60$2,818.6万38.5万股$2,474.5万38.7万股-1,630股-0.42%减仓
Assenagon资产管理Assenagon Asset Management S.A.
0.04%0.05%#57$2,809.7万38.4万股$3,492.7万54.6万股-16.2万股-29.67%减仓
卢米斯塞勒斯LOOMIS SAYLES & CO L P
0.04%0.03%#56$2,793.0万38.2万股$2,028.3万31.7万股+6.5万股+20.38%加仓
Foresite Capital Management V, LLC
7.55%8.83%#2$2,735.9万37.4万股$2,391.8万37.4万股00.00%持仓不变
奥比梅德顾问ORBIMED ADVISORS LLC
0.49%1.35%#27$2,615.0万35.8万股$6,825.9万106.8万股-71.0万股-66.51%减仓
贝克兄弟顾问BAKER BROS. ADVISORS LP
0.13%0.13%#38$2,557.4万35.0万股$2,235.7万35.0万股00.00%持仓不变
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#138$2,062.1万28.2万股$1,581.5万24.7万股+3.5万股+13.99%加仓
Octagon Capital Advisors LP
1.78%1.91%#15$1,974.8万27.0万股$1,726.4万27.0万股00.00%持仓不变
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#116$1,938.1万26.5万股$1,580.6万24.7万股+1.8万股+7.20%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#112$1,882.5万25.7万股$1,606.1万25.1万股+6,187股+2.46%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#118$1,772.2万24.2万股$838.4万13.1万股+11.1万股+84.78%加仓
Checkpoint Capital L.P.
4.51%6.58%#5$1,756.3万24.0万股$1,832.9万28.7万股-4.7万股-16.23%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#99$1,647.1万22.5万股$1,390.3万21.7万股+7,762股+3.57%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#114$1,497.4万20.5万股$1,310.6万20.5万股-241股-0.12%减仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.01%<0.01%#88$1,350.9万18.5万股$816.8万12.8万股+5.7万股+44.59%加仓
Catalio Capital Management, LP
2.19%1.64%#12$1,165.7万15.9万股$786.3万12.3万股+3.6万股+29.60%加仓
Caption管理Caption Management, LLC
0.05%0.11%#49$1,097.1万15.0万股$1,918.2万30.0万股-15.0万股-50.00%减仓
Sofinnova Investments, Inc.
0.55%0.19%#25$1,069.6万14.6万股$500.8万7.8万股+6.8万股+86.72%加仓
Bain Capital Life Sciences Investors, LLC
0.61%0.81%#23$1,033.0万14.1万股$903.1万14.1万股00.00%持仓不变
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%#86$1,000.2万13.7万股$00股+13.7万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#156$988.2万13.5万股$1,066.4万16.7万股-3.2万股-18.99%减仓
Alyeska投资集团Alyeska Investment Group, L.P.
0.02%0.02%#64$914.3万12.5万股$799.3万12.5万股00.00%持仓不变
Ensign Peak顾问Ensign Peak Advisors, Inc
0.01%0.02%#74$893.1万12.2万股$1,224.4万19.1万股-6.9万股-36.23%减仓

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