13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001440771
申报总市值
US$1.8亿
US$1.8亿
52 檔
29.8%
根据最新整理的 13F 季度数据集，Stonepine Capital Management, LLC 于 Q4 2024 结束时的管理资产规模为 US$1.8亿。该机构在本季度申报了 52 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Stonepine Capital Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 22 个新仓位，并对 13 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Stonepine Capital Management, LLC 的前 5 大核心持股（包含 ADMA, EOLS, TELA 等）合计占整体申报市值的 29.8%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ADMA | Adma Biologics Inc | 股票-医疗保健 | 17.18% | +1.16% | -33.63% | |
| 2 | EOLS | Evolus Inc | 股票-其他 | 11.27% | +4.41% | -7.68% | |
| 3 | TELA | Tela Bio Inc | 股票-其他 | 5.74% | +0.48% | +111.99% | |
| 4 | LKFT | Lakefront Biotherapeutic-adr | 股票-其他 | 4.44% | — | -58.22% | |
| 5 | ZVRA | Zevra Therapeutics Inc | 股票-其他 | 4.02% | +0.30% | -14.61% | |
| 6 | VSTM | Verastem Inc | 股票-其他 | 3.63% | +0.21% | -33.60% | |
| 7 | ACAD | Acadia Pharmaceuticals Inc | 股票-医疗保健 | 3.26% | -0.89% | EXIT | |
| 8 | OPTNUSD | Optinose Inc | 股票-其他 | 3.17% | — | — | |
| 9 | ANIK | Anika Therapeutics Inc | 股票-其他 | 3.17% | — | +25.84% | |
| 10 | INDV | Indivior Pharmaceuticals, Inc. | 股票-其他 | 3.06% | — | +12.96% | |
| 11 | ✓ | Establishment Labs Holdings In | 股票-其他 | 2.98% | -1.27% | EXIT | |
| 12 | IKT | Inhibikase Therapeutics Inc | 股票-其他 | 2.97% | -0.19% | — | |
| 13 | URGN | UroGen Pharma Ltd. | 股票-其他 | 2.79% | — | +15.69% | |
| 14 | XOMA | Xoma Royalty Corporation | 股票-其他 | 2.67% | -0.87% | EXIT | |
| 15 | DAWNGBX | Day One Biopharmaceuticals I | 股票-其他 | 2.40% | — | +14.26% | |
| 16 | IRWD | Ironwood Pharmaceuticals Inc | 股票-其他 | 2.32% | — | -35.12% | |
| 17 | SCPH | Scpharmaceuticals Inc | 股票-其他 | 1.95% | — | -12.24% | |
| 18 | SRZN | Surrozen Inc | 股票-其他 | 1.59% | -0.38% | EXIT | |
| 19 | INO | Inovio Pharmaceuticals Inc | 股票-其他 | 1.55% | — | — | |
| 20 | ENTA | Enanta Pharmaceuticals Inc | 股票-其他 | 1.54% | — | — | |
| 21 | MYO | Myomo Inc | 股票-其他 | 1.43% | — | +174.43% | |
| 22 | CALC | Calcimedica Inc | 股票-其他 | 1.34% | +0.31% | NEW | |
| 23 | ACRS | Aclaris Therapeutics Inc | 股票-其他 | 1.33% | — | -73.02% | |
| 24 | PROF | Profound Medical CORP | 股票-其他 | 1.21% | — | — | |
| 25 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.99% | — | -81.82% | |
| 26 | VIR | Vir Biotechnology Inc | 股票-其他 | 0.97% | — | — | |
| 27 | MIST | Milestone Pharmaceuticals In | 股票-其他 | 0.95% | — | -49.99% | |
| 28 | ANIP | Ani Pharmaceuticals Inc | 股票-其他 | 0.91% | — | — | |
| 29 | HRTX | Heron Therapeutics Inc | 股票-其他 | 0.86% | +0.19% | — | |
| 30 | XGN | Exagen Inc | 股票-其他 | 0.83% | — | -53.02% | |
| 31 | TSVT* | 2seventy Bio Inc | 股票-其他 | 0.71% | — | +200.00% | |
| 32 | 2662247D | Iteos Therapeutics Inc | 股票-其他 | 0.68% | — | +266.67% | |
| 33 | PMVP | Pmv Pharmaceuticals Inc | 股票-其他 | 0.65% | +0.06% | — | |
| 34 | 2KZ0 | Kezar Life Sciences Inc | 股票-其他 | 0.60% | — | — | |
| 35 | AYTU | Aytu Biopharma Inc | 股票-其他 | 0.56% | +0.24% | -18.65% | |
| 36 | TORCEUR | Adicet Bio Inc | 股票-其他 | 0.54% | — | +14.86% | |
| 37 | KPRX | Kiora Pharmaceuticals Inc | 股票-其他 | 0.54% | — | -0.71% | |
| 38 | XERS | Xeris Biopharma Holdings Inc | 股票-其他 | 0.50% | +0.44% | — | |
| 39 | AQST | Aquestive Therapeutics Inc | 股票-其他 | 0.46% | — | — | |
| 40 | APRE | Aprea Therapeutics Inc | 股票-其他 | 0.40% | — | +8.78% | |
| 41 | ✓ | Acelyrin Inc | 股票-其他 | 0.34% | — | — | |
| 42 | CHRS | Coherus Oncology Inc | 股票-其他 | 0.28% | — | — | |
| 43 | ✓ | Polypid LTD | 股票-其他 | 0.25% | — | -25.15% | |
| 44 | ✓ | Hillevax Inc | 股票-其他 | 0.22% | — | — | |
| 45 | ANTX | An2 Therapeutics Inc | 股票-其他 | 0.22% | +0.53% | — | |
| 46 | VNDA | Vanda Pharmaceuticals Inc | 股票-其他 | 0.10% | — | — | |
| 47 | ✓ | Elevation Oncology Inc | 股票-其他 | 0.09% | — | — | |
| 48 | ABVX | Abivax Sa-adr | 股票-其他 | 0.09% | — | — | |
| 49 | ✓ | Alimera Sciences Inc Cvr | 股票-其他 | 0.09% | — | — | |
| 50 | ALLR | Allarity Therapeutics Inc | 股票-其他 | 0.06% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TELA | Tela Bio Inc | +4% | +111.99% | 加仓 |
| 2 | OPTNUSD | Optinose Inc | +3.2% | NEW | 新建仓 |
| 3 | IKT | Inhibikase Therapeutics Inc | +3% | NEW | 新建仓 |
| 4 | INO | Inovio Pharmaceuticals Inc | +1.6% | NEW | 新建仓 |
| 5 | ENTA | Enanta Pharmaceuticals Inc | +1.5% | NEW | 新建仓 |
| 6 | INDV | Indivior Pharmaceuticals, Inc. | +1.4% | +12.96% | 加仓 |
| 7 | ACAD | Acadia Pharmaceuticals Inc | +1.4% | +11.73% | 加仓 |
| 8 | CALC | Calcimedica Inc | +1.3% | NEW | 新建仓 |
| 9 | PROF | Profound Medical CORP | +1.2% | NEW | 新建仓 |
| 10 | MYO | Myomo Inc | +1.2% | +174.43% | 加仓 |
| 11 | VSTM | Verastem Inc | +1.2% | -33.60% | 减仓 |
| 12 | VIR | Vir Biotechnology Inc | +1% | NEW | 新建仓 |
| 13 | ZVRA | Zevra Therapeutics Inc | +1% | -14.61% | 减仓 |
| 14 | ✓ | Establishment Labs Holdings In | +0.9% | +6.67% | 加仓 |
| 15 | ANIP | Ani Pharmaceuticals Inc | +0.9% | NEW | 新建仓 |
| 16 | HRTX | Heron Therapeutics Inc | +0.9% | NEW | 新建仓 |
| 17 | SRZN | Surrozen Inc | +0.8% | +24.73% | 加仓 |
| 18 | PMVP | Pmv Pharmaceuticals Inc | +0.7% | NEW | 新建仓 |
| 19 | 2KZ0 | Kezar Life Sciences Inc | +0.6% | NEW | 新建仓 |
| 20 | DAWNGBX | Day One Biopharmaceuticals I | +0.6% | +14.26% | 加仓 |
| 21 | URGN | UroGen Pharma Ltd. | +0.5% | +15.69% | 加仓 |
| 22 | XERS | Xeris Biopharma Holdings Inc | +0.5% | NEW | 新建仓 |
| 23 | 2662247D | Iteos Therapeutics Inc | +0.5% | +266.67% | 加仓 |
| 24 | AQST | Aquestive Therapeutics Inc | +0.5% | NEW | 新建仓 |
| 25 | TSVT* | 2seventy Bio Inc | +0.4% | +200.00% | 加仓 |
| 26 | ✓ | Acelyrin Inc | +0.3% | NEW | 新建仓 |
| 27 | CHRS | Coherus Oncology Inc | +0.3% | NEW | 新建仓 |
| 28 | ANIK | Anika Therapeutics Inc | +0.2% | +25.84% | 加仓 |
| 29 | ✓ | Hillevax Inc | +0.2% | NEW | 新建仓 |
| 30 | ANTX | An2 Therapeutics Inc | +0.2% | NEW | 新建仓 |
| 31 | APRE | Aprea Therapeutics Inc | +0.2% | +8.78% | 加仓 |
| 32 | VNDA | Vanda Pharmaceuticals Inc | +0.1% | NEW | 新建仓 |
| 33 | ✓ | Elevation Oncology Inc | +0.1% | NEW | 新建仓 |
| 34 | ABVX | Abivax Sa-adr | +0.1% | NEW | 新建仓 |
| 35 | KPRX | Kiora Pharmaceuticals Inc | +0.1% | -0.71% | 减仓 |
| 36 | ALLR | Allarity Therapeutics Inc | +0.1% | NEW | 新建仓 |
| 37 | ✓ | Amarin Corp PLC | 0% | NEW | 新建仓 |
| 38 | ✓ | Alimera Sciences Inc Cvr | 0% | — | 不变 |
| 39 | MIST | Milestone Pharmaceuticals In | 0% | -49.99% | 减仓 |
| 40 | TORCEUR | Adicet Bio Inc | 0% | +14.86% | 加仓 |
| 41 | ✓ | Polypid LTD | -0.1% | -25.15% | 减仓 |
| 42 | RYI | Viracta Therapeutics Inc | -0.1% | EXIT | 清仓 |
| 43 | TENX | Tenax Therapeutics Inc | -0.1% | EXIT | 清仓 |
| 44 | AYTU | Aytu Biopharma Inc | -0.2% | -18.65% | 减仓 |
| 45 | XGN | Exagen Inc | -0.2% | -53.02% | 减仓 |
| 46 | IRWD | Ironwood Pharmaceuticals Inc | -0.3% | -35.12% | 减仓 |
| 47 | SCPH | Scpharmaceuticals Inc | -0.3% | -12.24% | 减仓 |
| 48 | ACRS | Aclaris Therapeutics Inc | -0.5% | -73.02% | 减仓 |
| 49 | FNAUSD | Paragon 28 Inc | -0.5% | EXIT | 清仓 |
| 50 | ARQT | Arcutis Biotherapeutics Inc | -0.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Stonepine Capital Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$1.8亿，共申报了 52 个公开持股仓位。
在 Q4 2024 季度，Stonepine Capital Management, LLC 按市值排列的前三大核心持股分别为：ADMA (17.2%)、EOLS (11.3%)、TELA (5.7%)。其中最大持股仓位 ADMA 占据整体投资组合约 17.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
OPTNUSD
市值: US$393.2万
本季最大获利了结 / 清仓标的
RPRX
前期市值: US$599.7万
在 Q4 2024 季度中，Stonepine Capital Management, LLC 共进行了 59 项持仓异动，包含新建仓 22 个仓位、加仓 13 个仓位、减仓 16 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 OPTNUSD。 本季清仓仓位包含 RPRX。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。