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 |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | $6.56亿 | 12.82% | 2,035,986 | 40,000 | 2.0% | $1,288.76万 | 加仓 |
| CELC | CELCUITY INC | $3.57亿 | 6.97% | 3,127,200 | -33,000 | -1.0% | -$376.66万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $3.50亿 | 6.84% | 1,531,421 | 450,000 | 41.6% | $1.03亿 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $2.30亿 | 4.48% | 8,285,461 | 300,000 | 3.8% | $831.00万 | 加仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $2.09亿 | 4.08% | 5,258,903 | 2,341,269 | 80.2% | $9,299.52万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $2.06亿 | 4.03% | 2,373,795 | -172,596 | -6.8% | -$1,501.07万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1.91亿 | 3.73% | 3,783,225 | 714,000 | 23.3% | $3,601.42万 | 加仓 |
| — | NUVALENT INC | $1.62亿 | 3.16% | 1,580,505 | -84,600 | -5.1% | -$866.73万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1.39亿 | 2.72% | 4,423,974 | -34,000 | -0.8% | -$107.10万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1.30亿 | 2.54% | 1,230,879 | -119,546 | -8.9% | -$1,260.01万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $1.30亿 | 2.53% | 1,540,384 | -790,267 | -33.9% | -$6,651.68万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1.23亿 | 2.40% | 4,142,551 | -135,629 | -3.2% | -$402.95万 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.15亿 | 2.25% | 8,284,882 | 0 | 0.0% | — | 不变 |
| IMTX | IMMATICS N.V | $1.02亿 | 2.00% | 10,383,456 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $9,702.39万 | 1.90% | 9,751,141 | 7,847,896 | 412.3% | $7,808.66万 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC | $9,699.32万 | 1.90% | 1,442,707 | -10,000 | -0.7% | -$67.23万 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $8,931.29万 | 1.75% | 10,326,103 | 0 | 0.0% | — | 不变 |
| ZYME | ZYMEWORKS INC | $8,789.24万 | 1.72% | 3,510,078 | 248,228 | 7.6% | $621.56万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $8,572.79万 | 1.68% | 11,906,646 | 73,107 | 0.6% | $52.64万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $8,464.61万 | 1.65% | 4,668,839 | 1,189,895 | 34.2% | $2,157.28万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $7,077.20万 | 1.38% | 7,434,033 | 4,271,504 | 135.1% | $4,066.47万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $6,844.93万 | 1.34% | 1,395,501 | -81,000 | -5.5% | -$397.30万 | 减仓 |
| AORT | ARTIVION INC | $5,995.76万 | 1.17% | 1,637,290 | -85,000 | -4.9% | -$311.27万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $5,751.86万 | 1.12% | 3,710,877 | 155,000 | 4.4% | $240.25万 | 加仓 |
| 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 |
| — | NAUTILUS BIOTECHNOLOGY INC | $4,886.55万 | 0.95% | 12,594,211 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $4,746.45万 | 0.93% | 10,098,824 | 418,639 | 4.3% | $196.76万 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC | $4,518.24万 | 0.88% | 2,009,893 | 225,500 | 12.6% | $506.92万 | 加仓 |
| — | ENGENE HOLDINGS INC | $3,968.53万 | 0.78% | 5,827,506 | -41,570 | -0.7% | -$28.31万 | 减仓 |
| IMVT | IMMUNOVANT INC | $3,967.90万 | 0.78% | 1,597,383 | -397,507 | -19.9% | -$987.41万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,937.73万 | 0.77% | 85,419 | -2,500 | -2.8% | -$115.25万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $3,784.54万 | 0.74% | 504,000 | 504,000 | — | $3,784.54万 | 新建仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $3,764.43万 | 0.74% | 1,755,799 | 1,755,799 | — | $3,764.43万 | 新建仓 |
| ABVX | ABIVAX SA | $3,662.12万 | 0.72% | 328,884 | -129,459 | -28.2% | -$1,441.53万 | 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 |
| RGEN | REPLIGEN CORP | $3,305.33万 | 0.65% | 280,541 | -35,000 | -11.1% | -$412.37万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,213.85万 | 0.63% | 170,000 | 0 | 0.0% | — | 不变 |
| DMRA | DAMORA THERAPEUTICS INC | $3,167.57万 | 0.62% | 1,223,000 | 1,223,000 | — | $3,167.57万 | 新建仓 |
| XFOR | X4 PHARMACEUTICALS INC | $2,782.65万 | 0.54% | 6,737,648 | 423,196 | 6.7% | $174.78万 | 加仓 |
| GH | GUARDANT HEALTH INC | $2,771.10万 | 0.54% | 300,000 | 140,000 | 87.5% | $1,293.18万 | 加仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $2,754.94万 | 0.54% | 377,544 | -71,746 | -16.0% | -$523.53万 | 减仓 |
| IVVD | INVIVYD INC | $2,711.71万 | 0.53% | 20,859,303 | -925,863 | -4.2% | -$120.36万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $2,639.68万 | 0.52% | 658,439 | -520,659 | -44.2% | -$2,087.32万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $2,534.45万 | 0.50% | 149,950 | 1,050 | 0.7% | $17.75万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,514.89万 | 0.49% | 258,600 | 258,600 | — | $2,514.89万 | 新建仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $2,463.36万 | 0.48% | 6,431,743 | 5,628,533 | 700.8% | $2,155.73万 | 加仓 |
| BLTE | BELITE BIO INC | $2,423.15万 | 0.47% | 151,979 | -262,260 | -63.3% | -$4,181.47万 | 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 |
| AXGN | AXOGEN INC | $2,310.19万 | 0.45% | 697,312 | -86,828 | -11.1% | -$287.66万 | 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 |
| — | ORCHESTRA BIOMED HLDGS INC | $2,141.11万 | 0.42% | 5,037,906 | -89,350 | -1.7% | -$37.97万 | 减仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $2,108.71万 | 0.41% | 673,923 | 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 |
| — | LEONABIO INC | $1,911.38万 | 0.37% | 1,859,322 | 0 | 0.0% | — | 不变 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $1,901.14万 | 0.37% | 3,425,476 | 1,750,000 | 104.4% | $971.25万 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $1,781.83万 | 0.35% | 715,307 | 715,307 | — | $1,781.83万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,690.66万 | 0.33% | 808,153 | 295,118 | 57.5% | $617.39万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $1,639.80万 | 0.32% | 1,255,592 | -209,000 | -14.3% | -$272.95万 | 减仓 |
| CELC | CELCUITY INC | $1,587.58万 | 0.31% | 6,500,000 | 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 |
| OCS | OCULIS HOLDING AG | $1,313.09万 | 0.26% | 493,827 | 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 |
| — | ADAGIO MED HLDGS INC | $1,101.24万 | 0.22% | 9,876,576 | 0 | 0.0% | — | 不变 |
| EVMN | EVOMMUNE INC | $1,030.76万 | 0.20% | 448,350 | 448,350 | — | $1,030.76万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $1,027.67万 | 0.20% | 925,000 | 925,000 | — | $1,027.67万 | 新建仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $995.30万 | 0.19% | 5,104,097 | 5,104,097 | — | $995.30万 | 新建仓 |
| OMDA | OMADA HEALTH INC | $988.42万 | 0.19% | 786,330 | -1,610,000 | -67.2% | -$2,023.77万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $856.97万 | 0.17% | 65,050 | -266,000 | -80.4% | -$3,504.28万 | 减仓 |
| BBNX | BETA BIONICS INC | $844.63万 | 0.17% | 842,944 | 240,000 | 39.8% | $240.48万 | 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 |
| BLLN | BILLIONTOONE INC | $724.76万 | 0.14% | 91,812 | 19,000 | 26.1% | $149.99万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $712.80万 | 0.14% | 150,000 | 150,000 | — | $712.80万 | 新建仓 |
| SRZN | SURROZEN INC | $668.22万 | 0.13% | 229,393 | 229,393 | — | $668.22万 | 新建仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $629.40万 | 0.12% | 600,000 | 600,000 | — | $629.40万 | 新建仓 |
| EOLS | EVOLUS INC | $528.90万 | 0.10% | 1,286,862 | 1,286,862 | — | $528.90万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $466.04万 | 0.09% | 121,082 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC 看涨期权 | $423.50万 | 0.08% | 500,000 | 500,000 | — | $423.50万 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $420.98万 | 0.08% | 467,233 | -416,235 | -47.1% | -$375.03万 | 减仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $388.92万 | 0.08% | 2,315,000 | -3,106,568 | -57.3% | -$521.90万 | 减仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $380.15万 | 0.07% | 206,942 | -246,744 | -54.4% | -$453.27万 | 减仓 |
| — | APELLIS PHARMACEUTICALS INC | $325.69万 | 0.06% | 80,956 | 80,956 | — | $325.69万 | 新建仓 |
| — | OUTSET MED INC | $320.00万 | 0.06% | 833,333 | 0 | 0.0% | — | 不变 |
| — | EDESA BIOTECH INC | $294.57万 | 0.06% | 563,239 | 563,239 | — | $294.57万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $211.67万 | 0.04% | 152,500 | 152,500 | — | $211.67万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $208.52万 | 0.04% | 139,667 | 0 | 0.0% | — | 不变 |
| — | CONNECT BIOPHARMA HLDGS LTD | $207.69万 | 0.04% | 792,696 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $201.55万 | 0.04% | 50,000 | 50,000 | — | $201.55万 | 新建仓 |
| MDLN | MEDLINE INC | $124.60万 | 0.02% | 28,000 | 0 | 0.0% | — | 不变 |
| — | PALATIN TECHNOLOGIES INC | $107.91万 | 0.02% | 61,945 | -8,055 | -11.5% | -$14.03万 | 减仓 |
| — | CUMBERLAND PHARMACEUTICALS I | $64.02万 | 0.01% | 196,978 | -144,109 | -42.2% | -$46.84万 | 减仓 |
| — | REVOLUTION MEDICINES INC | $44.75万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| — | EXAGEN INC | $34.47万 | 0.01% | 114,893 | 114,893 | — | $34.47万 | 新建仓 |
| — | ENSYSCE BIOSCIENCES INC | $4.67万 | 0.00% | 86,666 | 0 | 0.0% | — | 不变 |
| — | SURROZEN INC | $2,667 | 0.00% | 166,666 | 0 | 0.0% | — | 不变 |
| 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 |