Decheng Capital LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Decheng Capital LLC disclosed 28 US equity positions worth $466.2m in its Q4 2024 13F filing. The largest position was CGON at 39.2% of the reported book, followed by NUVB and UPB. Against the Q3 2024 filing, it opened 4 new positions, added to 10 and reduced 5 among the top 28 holdings.
What did Decheng Capital LLC own in Q4 2024? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CGON CG ONCOLOGY INC | Healthcare | 39.2% | $182.7m | 6,371,669 | 16% | added |
| 2 | NUVB Nuvation Bio Inc. | Healthcare | 14.8% | $69.0m | 25,954,439 | 0% | held |
| 3 | UPB Upstream Bio Inc. | 11.6% | $54.0m | 3,285,293 | – | new | |
| 4 | NEWAMSTERDAM PHARMA CO NV | 4.2% | $19.8m | 770,000 | 31% | added | |
| 5 | ILMN Illumnia, Inc. | Healthcare | 2.7% | $12.7m | 94,767 | 0% | held |
| 6 | RCUS Arcus Biosciences, Inc | Healthcare | 2.6% | $12.0m | 808,789 | -7% | reduced |
| 7 | KRYS KRYSTAL BIOTECH INC | Healthcare | 2.6% | $12.0m | 76,772 | 7% | added |
| 8 | RVMD REVOLUTION MEDICINES INC(NSM) | Healthcare | 2.1% | $9.9m | 226,000 | 11200% | added |
| 9 | MOONLAKE IMMUNOTHERAPEUTICS | 2.0% | $9.3m | 171,600 | 3% | added | |
| 10 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 1.8% | $8.6m | 167,958 | 6% | added | |
| 11 | BYSI BeyondSpring Inc. | 1.7% | $8.0m | 4,882,651 | -2% | reduced | |
| 12 | MERUS NV | 1.7% | $8.0m | 189,098 | 0% | held | |
| 13 | LYEL Lyell Immunopharma, Inc. | 1.6% | $7.6m | 11,909,341 | – | new | |
| 14 | ZNTL Zentalis Pharmaceuticals Inc. | Healthcare | 1.5% | $7.1m | 2,338,095 | -25% | reduced |
| 15 | ACLXGBX ARCELLX INC | 1.4% | $6.5m | 84,377 | 298% | added | |
| 16 | PHAT PHATHOM PHARMACEUTICALS INC | 1.2% | $5.6m | 694,254 | -44% | reduced | |
| 17 | ACRS Aclaris Therapeutics, Inc. | Healthcare | 1.2% | $5.6m | 2,266,667 | – | new |
| 18 | LEGN LEGEND BIOTECH CORP-ADR | Healthcare | 1.1% | $5.0m | 153,558 | 41% | added |
| 19 | CYTK CYTOKINETICS INC | Healthcare | 1.0% | $4.7m | 100,000 | 6% | added |
| 20 | BNTX Biontech SE-ADR | Healthcare | 1.0% | $4.6m | 40,000 | – | new |
| 21 | AURA Aura Biosciences, Inc. | 0.9% | $4.2m | 515,555 | 0% | held | |
| 22 | EQ Equillium Inc. | 0.7% | $3.3m | 4,447,308 | 0% | held | |
| 23 | FDMT 4D MOLECULAR THERAPEUTICS IN | 0.5% | $2.2m | 400,000 | 1% | added | |
| 24 | VERA VERA THERAPEUTICS INC | Healthcare | 0.5% | $2.1m | 49,767 | -29% | reduced |
| 25 | ATRC AtriCure Inc. | Healthcare | 0.2% | $818.9k | 26,797 | 0% | held |
| 26 | PYXS Pyxis Oncology, Inc (formerly Apexigen) | 0.1% | $509.8k | 326,810 | 0% | held | |
| 27 | GRAL GRAIL INC | 0.0% | $172.9k | 9,684 | 0% | held | |
| 28 | Nuvation Bio Inc. | 0.0% | $148.6k | 646,057 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.