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 |
|---|---|---|---|---|---|---|---|---|
| RGEN | REPLIGEN CORP | $3,305.33万 | 0.65% | 280,541 | -35,000 | -11.1% | -$412.37万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $3,353.84万 | 0.66% | 2,292,441 | 1,600,000 | 231.1% | $2,340.80万 | 加仓 |
| ABVX | ABIVAX SA | $3,662.12万 | 0.72% | 328,884 | -129,459 | -28.2% | -$1,441.53万 | 减仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $3,764.43万 | 0.74% | 1,755,799 | 1,755,799 | — | $3,764.43万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $3,784.54万 | 0.74% | 504,000 | 504,000 | — | $3,784.54万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,937.73万 | 0.77% | 85,419 | -2,500 | -2.8% | -$115.25万 | 减仓 |
| IMVT | IMMUNOVANT INC | $3,967.90万 | 0.78% | 1,597,383 | -397,507 | -19.9% | -$987.41万 | 减仓 |
| — | ENGENE HOLDINGS INC | $3,968.53万 | 0.78% | 5,827,506 | -41,570 | -0.7% | -$28.31万 | 减仓 |
| ANRO | ALTO NEUROSCIENCE INC | $4,518.24万 | 0.88% | 2,009,893 | 225,500 | 12.6% | $506.92万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $4,746.45万 | 0.93% | 10,098,824 | 418,639 | 4.3% | $196.76万 | 加仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $4,886.55万 | 0.95% | 12,594,211 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC 看跌期权 | $5,080.00万 | 0.99% | 1,000,000 | 1,000,000 | — | $5,080.00万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $5,751.86万 | 1.12% | 3,710,877 | 155,000 | 4.4% | $240.25万 | 加仓 |
| AORT | ARTIVION INC | $5,995.76万 | 1.17% | 1,637,290 | -85,000 | -4.9% | -$311.27万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $6,844.93万 | 1.34% | 1,395,501 | -81,000 | -5.5% | -$397.30万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $7,077.20万 | 1.38% | 7,434,033 | 4,271,504 | 135.1% | $4,066.47万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $8,464.61万 | 1.65% | 4,668,839 | 1,189,895 | 34.2% | $2,157.28万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $8,572.79万 | 1.68% | 11,906,646 | 73,107 | 0.6% | $52.64万 | 加仓 |
| ZYME | ZYMEWORKS INC | $8,789.24万 | 1.72% | 3,510,078 | 248,228 | 7.6% | $621.56万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $8,931.29万 | 1.75% | 10,326,103 | 0 | 0.0% | — | 不变 |
| INBX | INHIBRX BIOSCIENCES INC | $9,699.32万 | 1.90% | 1,442,707 | -10,000 | -0.7% | -$67.23万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $9,702.39万 | 1.90% | 9,751,141 | 7,847,896 | 412.3% | $7,808.66万 | 加仓 |
| IMTX | IMMATICS N.V | $1.02亿 | 2.00% | 10,383,456 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.15亿 | 2.25% | 8,284,882 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC | $1.23亿 | 2.40% | 4,142,551 | -135,629 | -3.2% | -$402.95万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $1.30亿 | 2.53% | 1,540,384 | -790,267 | -33.9% | -$6,651.68万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1.30亿 | 2.54% | 1,230,879 | -119,546 | -8.9% | -$1,260.01万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1.39亿 | 2.72% | 4,423,974 | -34,000 | -0.8% | -$107.10万 | 减仓 |
| — | NUVALENT INC | $1.62亿 | 3.16% | 1,580,505 | -84,600 | -5.1% | -$866.73万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1.91亿 | 3.73% | 3,783,225 | 714,000 | 23.3% | $3,601.42万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $2.06亿 | 4.03% | 2,373,795 | -172,596 | -6.8% | -$1,501.07万 | 减仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $2.09亿 | 4.08% | 5,258,903 | 2,341,269 | 80.2% | $9,299.52万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $2.30亿 | 4.48% | 8,285,461 | 300,000 | 3.8% | $831.00万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $3.50亿 | 6.84% | 1,531,421 | 450,000 | 41.6% | $1.03亿 | 加仓 |
| CELC | CELCUITY INC | $3.57亿 | 6.97% | 3,127,200 | -33,000 | -1.0% | -$376.66万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $6.56亿 | 12.82% | 2,035,986 | 40,000 | 2.0% | $1,288.76万 | 加仓 |