PERCEPTIVE ADVISORS LLC
NEW YORK NY · SEC CIK 0001224962
$51.18亿2026Q1 申报市值
94持仓数
51.4%前十大占比 · 第一大 12.8%
20 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ASND 加仓+$1.03亿
CENTESSA PHARMAC 加仓+$9,299.52万
RLAY 加仓+$7,808.66万
BCRX 加仓+$4,066.47万
IONS 新建仓+$3,784.54万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$1.22亿
ARCELLX INC 清仓-$9,558.78万
AMICUS THERAPEUT 清仓-$9,072.09万
ASTRIA THERAPEUT 清仓-$8,489.41万
APOGEE THERAPEUT 减仓-$6,651.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XBI | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -1,200,487 | -100.0% | -$1.22亿 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -1,466,071 | -100.0% | -$9,558.78万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -6,370,851 | -100.0% | -$9,072.09万 | 清仓 |
| — | ASTRIA THERAPEUTICS INC | $0 | 0.00% | 0 | -6,485,420 | -100.0% | -$8,489.41万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -165,131 | -100.0% | -$3,647.58万 | 清仓 |
| IRON | DISC MEDICINE INC | $0 | 0.00% | 0 | -450,743 | -100.0% | -$3,579.35万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -110,529 | -100.0% | -$3,436.46万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -1,136,206 | -100.0% | -$3,065.48万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -825,890 | -100.0% | -$2,797.29万 | 清仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $0 | 0.00% | 0 | -266,287 | -100.0% | -$2,787.23万 | 清仓 |
| KOD | KODIAK SCIENCES INC | $0 | 0.00% | 0 | -848,900 | -100.0% | -$2,373.52万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ALDEYRA THERAPEUTICS INC | $0 | 0.00% | 0 | -4,185,632 | -100.0% | -$2,168.16万 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -237,342 | -100.0% | -$2,031.41万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -220,000 | -100.0% | -$1,745.92万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -140,000 | -100.0% | -$1,580.74万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -225,758 | -100.0% | -$1,498.36万 | 清仓 |
| SVRA | SAVARA INC | $0 | 0.00% | 0 | -2,400,000 | -100.0% | -$1,447.20万 | 清仓 |
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | -433,160 | -100.0% | -$1,207.65万 | 清仓 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -3,139,669 | -100.0% | -$973.30万 | 清仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $0 | 0.00% | 0 | -550,000 | -100.0% | -$966.08万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -200,791 | -100.0% | -$899.95万 | 清仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $0 | 0.00% | 0 | -285,000 | -100.0% | -$755.82万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BHVN | BIOHAVEN LTD 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$564.50万 | 清仓 |
| KYMR | KYMERA THERAPEUTICS INC | $0 | 0.00% | 0 | -69,935 | -100.0% | -$544.16万 | 清仓 |
| — | PEPGEN INC | $0 | 0.00% | 0 | -829,870 | -100.0% | -$540.25万 | 清仓 |
| TECX | TECTONIC THERAPEUTIC INC 看涨期权 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$521.50万 | 清仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -747,193 | -100.0% | -$482.69万 | 清仓 |
| KRYS | KRYSTAL BIOTECH INC | $0 | 0.00% | 0 | -17,500 | -100.0% | -$431.44万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -165,713 | -100.0% | -$414.28万 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -202,400 | -100.0% | -$361.89万 | 清仓 |
| IMMX | IMMIX BIOPHARMA INC | $0 | 0.00% | 0 | -338,941 | -100.0% | -$177.27万 | 清仓 |
| LXEO | LEXEO THERAPEUTICS INC | $0 | 0.00% | 0 | -139,835 | -100.0% | -$138.86万 | 清仓 |
| LENZ | LENZ THERAPEUTICS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$80.00万 | 清仓 |
| — | BIODESIX | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ENVVENO MEDICAL CORPORATION | $0 | 0.00% | 0 | -1,759,035 | -100.0% | -$56.43万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -152,714 | -100.0% | -$41.69万 | 清仓 |
| — | SURROZEN INC | $2,667 | 0.00% | 166,666 | 0 | 0.0% | — | 不变 |
| — | ENSYSCE BIOSCIENCES INC | $4.67万 | 0.00% | 86,666 | 0 | 0.0% | — | 不变 |
| — | EXAGEN INC | $34.47万 | 0.01% | 114,893 | 114,893 | — | $34.47万 | 新建仓 |
| — | REVOLUTION MEDICINES INC | $44.75万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| — | CUMBERLAND PHARMACEUTICALS I | $64.02万 | 0.01% | 196,978 | -144,109 | -42.2% | -$46.84万 | 减仓 |
| — | PALATIN TECHNOLOGIES INC | $107.91万 | 0.02% | 61,945 | -8,055 | -11.5% | -$14.03万 | 减仓 |
| MDLN | MEDLINE INC | $124.60万 | 0.02% | 28,000 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $201.55万 | 0.04% | 50,000 | 50,000 | — | $201.55万 | 新建仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $207.69万 | 0.04% | 792,696 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $208.52万 | 0.04% | 139,667 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $211.67万 | 0.04% | 152,500 | 152,500 | — | $211.67万 | 新建仓 |
| — | EDESA BIOTECH INC | $294.57万 | 0.06% | 563,239 | 563,239 | — | $294.57万 | 新建仓 |
| — | OUTSET MED INC | $320.00万 | 0.06% | 833,333 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $325.69万 | 0.06% | 80,956 | 80,956 | — | $325.69万 | 新建仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $380.15万 | 0.07% | 206,942 | -246,744 | -54.4% | -$453.27万 | 减仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $388.92万 | 0.08% | 2,315,000 | -3,106,568 | -57.3% | -$521.90万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $420.98万 | 0.08% | 467,233 | -416,235 | -47.1% | -$375.03万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC 看涨期权 | $423.50万 | 0.08% | 500,000 | 500,000 | — | $423.50万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $466.04万 | 0.09% | 121,082 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $528.90万 | 0.10% | 1,286,862 | 1,286,862 | — | $528.90万 | 新建仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $629.40万 | 0.12% | 600,000 | 600,000 | — | $629.40万 | 新建仓 |
| SRZN | SURROZEN INC | $668.22万 | 0.13% | 229,393 | 229,393 | — | $668.22万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $712.80万 | 0.14% | 150,000 | 150,000 | — | $712.80万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $724.76万 | 0.14% | 91,812 | 19,000 | 26.1% | $149.99万 | 加仓 |
| IRD | OPUS GENETICS INC | $835.31万 | 0.16% | 1,835,842 | -2,489,158 | -57.6% | -$1,132.57万 | 减仓 |
| BBNX | BETA BIONICS INC | $844.63万 | 0.17% | 842,944 | 240,000 | 39.8% | $240.48万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $856.97万 | 0.17% | 65,050 | -266,000 | -80.4% | -$3,504.28万 | 减仓 |
| OMDA | OMADA HEALTH INC | $988.42万 | 0.19% | 786,330 | -1,610,000 | -67.2% | -$2,023.77万 | 减仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $995.30万 | 0.19% | 5,104,097 | 5,104,097 | — | $995.30万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $1,027.67万 | 0.20% | 925,000 | 925,000 | — | $1,027.67万 | 新建仓 |
| EVMN | EVOMMUNE INC | $1,030.76万 | 0.20% | 448,350 | 448,350 | — | $1,030.76万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $1,101.24万 | 0.22% | 9,876,576 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $1,239.52万 | 0.24% | 105,026 | -2,974 | -2.8% | -$35.10万 | 减仓 |
| OCS | OCULIS HOLDING AG | $1,313.09万 | 0.26% | 493,827 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $1,562.43万 | 0.31% | 8,928,149 | -3,121,851 | -25.9% | -$546.32万 | 减仓 |
| CELC | CELCUITY INC | $1,587.58万 | 0.31% | 6,500,000 | 0 | 0.0% | — | 不变 |
| CTNM | CONTINEUM THERAPEUTICS INC | $1,639.80万 | 0.32% | 1,255,592 | -209,000 | -14.3% | -$272.95万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,690.66万 | 0.33% | 808,153 | 295,118 | 57.5% | $617.39万 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $1,781.83万 | 0.35% | 715,307 | 715,307 | — | $1,781.83万 | 新建仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $1,901.14万 | 0.37% | 3,425,476 | 1,750,000 | 104.4% | $971.25万 | 加仓 |
| — | LEONABIO INC | $1,911.38万 | 0.37% | 1,859,322 | 0 | 0.0% | — | 不变 |
| DBVT | DBV TECHNOLOGIES S A | $2,014.61万 | 0.39% | 964,391 | 964,391 | — | $2,014.61万 | 新建仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $2,108.71万 | 0.41% | 673,923 | 0 | 0.0% | — | 不变 |
| — | ORCHESTRA BIOMED HLDGS INC | $2,141.11万 | 0.42% | 5,037,906 | -89,350 | -1.7% | -$37.97万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $2,290.14万 | 0.45% | 1,170,829 | -1,871,874 | -61.5% | -$3,661.39万 | 减仓 |
| AXGN | AXOGEN INC | $2,310.19万 | 0.45% | 697,312 | -86,828 | -11.1% | -$287.66万 | 减仓 |
| TENX | TENAX THERAPEUTICS INC | $2,315.00万 | 0.45% | 1,447,782 | 1,008,640 | 229.7% | $1,612.82万 | 加仓 |
| BLTE | BELITE BIO INC | $2,423.15万 | 0.47% | 151,979 | -262,260 | -63.3% | -$4,181.47万 | 减仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $2,463.36万 | 0.48% | 6,431,743 | 5,628,533 | 700.8% | $2,155.73万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,514.89万 | 0.49% | 258,600 | 258,600 | — | $2,514.89万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $2,534.45万 | 0.50% | 149,950 | 1,050 | 0.7% | $17.75万 | 加仓 |
| SION | SIONNA THERAPEUTICS INC | $2,639.68万 | 0.52% | 658,439 | -520,659 | -44.2% | -$2,087.32万 | 减仓 |
| IVVD | INVIVYD INC | $2,711.71万 | 0.53% | 20,859,303 | -925,863 | -4.2% | -$120.36万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $2,754.94万 | 0.54% | 377,544 | -71,746 | -16.0% | -$523.53万 | 减仓 |
| GH | GUARDANT HEALTH INC | $2,771.10万 | 0.54% | 300,000 | 140,000 | 87.5% | $1,293.18万 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $2,782.65万 | 0.54% | 6,737,648 | 423,196 | 6.7% | $174.78万 | 加仓 |
| DMRA | DAMORA THERAPEUTICS INC | $3,167.57万 | 0.62% | 1,223,000 | 1,223,000 | — | $3,167.57万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,213.85万 | 0.63% | 170,000 | 0 | 0.0% | — | 不变 |