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 |
|---|---|---|---|---|---|---|---|---|
| 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 |