PERCEPTIVE ADVISORS LLC
NEW YORK NY · SEC CIK 0001224962
$66.62亿2026Q2 申报市值
109持仓数
47.3%前十大占比 · 第一大 10.2%
22 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$3.10亿
KARD 新建仓+$1.96亿
AVLN 新建仓+$8,807.07万
RLAY 加仓+$8,148.29万
TNGX 加仓+$8,030.22万
2026Q2 卖出最多 按季末市值估算
ASND 清仓-$3.50亿
CENTESSA PHARMAC 清仓-$2.09亿
DYN 减仓-$4,396.70万
ENGENE HOLDINGS 清仓-$3,968.53万
GH 减仓-$3,880.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1.03亿 | 1.55% | 10,308,888 | 2,874,855 | 38.7% | $2,874.86万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $1.05亿 | 1.57% | 4,320,422 | 609,545 | 16.4% | $1,478.76万 | 加仓 |
| IMTX | IMMATICS N.V | $1.05亿 | 1.58% | 10,383,456 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $1.06亿 | 1.58% | 3,377,000 | 2,568,847 | 317.9% | $8,030.22万 | 加仓 |
| ZYME | ZYMEWORKS INC | $1.09亿 | 1.64% | 4,182,953 | 672,875 | 19.2% | $1,758.90万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $1.19亿 | 1.79% | 11,906,646 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1.20亿 | 1.81% | 981,879 | -249,000 | -20.2% | -$3,052.24万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $1.23亿 | 1.85% | 1,297,763 | -144,944 | -10.0% | -$1,373.34万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1.28亿 | 1.92% | 1,345,063 | -50,438 | -3.6% | -$480.02万 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $1.46亿 | 2.19% | 10,786,658 | 460,555 | 4.5% | $622.21万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.50亿 | 2.25% | 8,334,882 | 50,000 | 0.6% | $89.80万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $1.74亿 | 2.61% | 1,308,113 | -232,271 | -15.1% | -$3,082.93万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1.78亿 | 2.67% | 4,373,974 | -50,000 | -1.1% | -$203.15万 | 减仓 |
| — | NUVALENT INC | $1.95亿 | 2.93% | 1,580,505 | 0 | 0.0% | — | 不变 |
| KARD | KARDIGAN INC | $1.96亿 | 2.94% | 8,200,662 | 8,200,662 | — | $1.96亿 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $2.13亿 | 3.20% | 3,752,574 | -389,977 | -9.4% | -$2,215.46万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $2.64亿 | 3.96% | 14,106,187 | 4,355,046 | 44.7% | $8,148.29万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $2.86亿 | 4.30% | 8,085,461 | -200,000 | -2.4% | -$707.80万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $2.87亿 | 4.31% | 2,586,295 | 212,500 | 9.0% | $2,359.39万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $3.10亿 | 4.66% | 1,163,721 | 1,163,721 | — | $3.10亿 | 新建仓 |
| CELC | CELCUITY INC | $3.34亿 | 5.02% | 3,197,200 | 70,000 | 2.2% | $732.34万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $3.83亿 | 5.76% | 4,319,496 | 536,271 | 14.2% | $4,761.01万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $6.82亿 | 10.23% | 2,035,986 | 0 | 0.0% | — | 不变 |