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 |
|---|---|---|---|---|---|---|---|---|
| — | REVOLUTION MEDICINES INC | $234.50万 | 0.04% | 250,000 | 0 | 0.0% | — | 不变 |
| — | CONNECT BIOPHARMA HLDGS LTD | $188.66万 | 0.03% | 792,696 | 0 | 0.0% | — | 不变 |
| — | KIORA PHARMACEUTICALS INC | $115.32万 | 0.02% | 438,471 | 438,471 | — | $115.32万 | 新建仓 |
| MDLN | MEDLINE INC | $110.43万 | 0.02% | 28,000 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $95.22万 | 0.01% | 113,765 | -353,468 | -75.7% | -$295.85万 | 减仓 |
| — | CUMBERLAND PHARMACEUTICALS I | $62.84万 | 0.01% | 96,982 | -99,996 | -50.8% | -$64.80万 | 减仓 |
| — | EXAGEN INC | $53.43万 | 0.01% | 114,893 | 0 | 0.0% | — | 不变 |
| — | ENSYSCE BIOSCIENCES INC | $2.51万 | 0.00% | 86,666 | 0 | 0.0% | — | 不变 |
| — | SURROZEN INC | $2,750 | 0.00% | 166,666 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -1,531,421 | -100.0% | -$3.50亿 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -5,258,903 | -100.0% | -$2.09亿 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -5,827,506 | -100.0% | -$3,968.53万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -1,755,799 | -100.0% | -$3,764.43万 | 清仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $0 | 0.00% | 0 | -377,544 | -100.0% | -$2,754.94万 | 清仓 |
| BLTE | BELITE BIO INC | $0 | 0.00% | 0 | -151,979 | -100.0% | -$2,423.15万 | 清仓 |
| EVMN | EVOMMUNE INC | $0 | 0.00% | 0 | -448,350 | -100.0% | -$1,030.76万 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 0 | -5,104,097 | -100.0% | -$995.30万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -65,050 | -100.0% | -$856.97万 | 清仓 |
| IRD | OPUS GENETICS INC | $0 | 0.00% | 0 | -1,835,842 | -100.0% | -$835.31万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$423.50万 | 清仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $0 | 0.00% | 0 | -2,315,000 | -100.0% | -$388.92万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -80,956 | -100.0% | -$325.69万 | 清仓 |
| — | PALATIN TECHNOLOGIES INC | $0 | 0.00% | 0 | -61,945 | -100.0% | -$107.91万 | 清仓 |