2026 Q2 Portfolio Activity
In 2026 Q2, Decheng Capital LLC maintained a portfolio of 15 distinct positions. The most significant new addition was TANGO THERAPEUTICS INC, now representing 0.09% of the total fund value. The fund also reduced its exposure to NEWAMSTERDAM PHARMA CO NV by 45.6%.
Position History
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Total Positions
15
Quarter
2026 Q2
Top Holding
CGON (61.9%)
Top 10 Concentration
98.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Decheng Capital LLC Full Holdings List — 2026 Q2
| 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 | 61.87% | 65.21% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
6,371,669 | $452,707,083 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NUVB
Nuvation Bio In...
|
Healthcare | 20.15% | 16.84% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
25,954,439 | $147,421,214 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AARD
AARDVARK THERAP...
|
Healthcare | 3.08% | 2.23% |
#3
2
Prev: #5
|
3.2 |
—
|
no change | no change |
P
S
|
3,917,299 | $22,563,642 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACRS
Aclaris Therape...
|
Healthcare | 2.92% | 2.29% |
#4
Prev: #4
|
2.7 |
—
|
no change | no change |
P
S
|
4,041,736 | $21,380,783 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UPB
Upstream Bio In...
|
Healthcare | 2.58% | 3.71% |
#5
2
Prev: #3
|
2.5 |
—
|
no change | no change |
P
S
|
2,724,868 | $18,856,087 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RCUS
Arcus Bioscienc...
|
Healthcare | 1.96% | 1.56% |
#6
2
Prev: #8
|
1.3 |
—
|
-13,040 | -2.7% |
P
S
|
464,779 | $14,329,137 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EQ
Equillium Inc.
|
Healthcare | 1.94% | 1.34% |
#7
3
Prev: #10
|
1.8 |
—
|
no change | no change |
P
S
|
4,447,308 | $14,231,386 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 1.35% | 1.37% |
#8
1
Prev: #9
|
0.5 |
—
|
-40,833 | -43.7% |
P
S
|
52,667 | $9,863,476 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LYEL
Lyell Immunopha...
|
Healthcare | 1.33% | 2.10% |
#9
3
Prev: #6
|
1.5 |
—
|
no change | no change |
P
S
|
692,050 | $9,723,303 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BYSI
BeyondSpring In...
|
Healthcare | 0.91% | 0.94% |
#10
1
Prev: #11
|
1.4 |
—
|
no change | no change |
P
S
|
3,800,702 | $6,651,229 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZNTL
Zentalis Pharma...
|
Healthcare | 0.88% | 0.47% |
#11
1
Prev: #12
|
1.4 |
—
|
no change | no change |
P
S
|
1,323,327 | $6,418,136 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NAMS
NEWAMSTERDAM PH...
|
Healthcare | 0.82% | 1.57% |
#12
5
Prev: #7
|
0.3 |
—
|
-148,170 | -45.6% |
P
S
|
176,887 | $5,994,700 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PYXS
Pyxis Oncology,...
|
Healthcare | 0.13% | 0.07% |
#13
1
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
326,810 | $983,698 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 0.09% | — |
#14
Prev: #—
|
3.5 |
—
|
20,000 | — |
NEW
|
20,000 | $625,200 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KRYS
KRYSTAL BIOTECH...
|
Healthcare | 0.00% | 0.29% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-7,300 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-15 of 15 holdings