2026 Q1 Portfolio Activity
In 2026 Q1, Decheng Capital LLC maintained a portfolio of 19 distinct positions. The fund also reduced its exposure to NEWAMSTERDAM PHARMA CO NV by 45.1%.
Position History
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Total Positions
19
Quarter
2026 Q1
Top Holding
CGON (65.2%)
Top 10 Concentration
98.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-19 of 19
Decheng Capital LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CGON
CG ONCOLOGY INC
|
Healthcare | 65.21% | 35.59% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
6,371,669 | $431,234,558 |
$41.75
+61.6%
|
2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
NUVB
Nuvation Bio In...
|
Healthcare | 16.84% | 31.28% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
25,954,439 | $111,344,543 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UPB
Upstream Bio In...
|
Healthcare | 3.71% | 11.48% |
#3
Prev: #3
|
3.0 | -418,210 | -13.3% |
P
S
|
2,724,868 | $24,523,812 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ACRS
Aclaris Therape...
|
Healthcare | 2.29% | 1.64% |
#4
5
Prev: #9
|
2.4 | no change | no change |
P
S
|
4,041,736 | $15,156,510 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AARD
AARDVARK THERAP...
|
Healthcare | 2.23% | 6.92% |
#5
1
Prev: #4
|
2.4 | no change | no change |
P
S
|
3,917,299 | $14,768,217 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LYEL
Lyell Immunopha...
|
Healthcare | 2.10% | 2.87% |
#6
1
Prev: #5
|
1.8 | no change | no change |
P
S
|
692,050 | $13,882,523 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NAMS
NEWAMSTERDAM PH...
|
Healthcare | 1.57% | 2.79% |
#7
1
Prev: #6
|
0.6 | -267,000 | -45.1% |
P
S
|
325,057 | $10,405,075 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RCUS
Arcus Bioscienc...
|
Healthcare | 1.56% | 1.74% |
#8
Prev: #8
|
1.1 | -63,740 | -11.8% |
P
S
|
477,819 | $10,320,890 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 1.37% | 2.14% |
#9
2
Prev: #7
|
0.5 | -106,500 | -53.2% |
P
S
|
93,500 | $9,092,875 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EQ
Equillium Inc.
|
Healthcare | 1.34% | 0.93% |
#10
Prev: #10
|
1.5 | no change | no change |
P
S
|
4,447,308 | $8,894,616 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BYSI
BeyondSpring In...
|
Healthcare | 0.94% | 0.83% |
#11
Prev: #11
|
1.4 | no change | no change |
P
S
|
3,800,702 | $6,233,152 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ZNTL
Zentalis Pharma...
|
Healthcare | 0.47% | 0.24% |
#12
3
Prev: #15
|
1.2 | no change | no change |
P
S
|
1,323,327 | $3,096,585 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KRYS
KRYSTAL BIOTECH...
|
Healthcare | 0.29% | 0.57% |
#13
Prev: #13
|
0.1 | -10,000 | -57.8% |
P
S
|
7,300 | $1,885,736 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PYXS
Pyxis Oncology,...
|
Healthcare | 0.07% | 0.05% |
#14
2
Prev: #16
|
1.0 | no change | no change |
P
S
|
326,810 | $477,143 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RZLT
REZOLUTE INC
|
Healthcare | 0.00% | 0.02% |
Sold All 😨
(Was: #19) |
0.0 | -59,900 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NUVB/WS
Nuvation Bio In...
|
Bond/Debt | 0.00% | 0.03% |
Sold All 😨
(Was: #18) |
0.0 | -646,057 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FDMT
4D MOLECULAR TH...
|
Healthcare | 0.00% | 0.04% |
Sold All 😨
(Was: #17) |
0.0 | -44,311 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AURA
Aura Bioscience...
|
Healthcare | 0.00% | 0.26% |
Sold All 😨
(Was: #14) |
0.0 | -360,483 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CRNX
CRINETICS PHARM...
|
Healthcare | 0.00% | 0.58% |
Sold All 😨
(Was: #12) |
0.0 | -92,700 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-19 of 19 holdings