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 |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | $6.82亿 | 10.23% | 2,035,986 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $3.83亿 | 5.76% | 4,319,496 | 536,271 | 14.2% | $4,761.01万 | 加仓 |
| CELC | CELCUITY INC | $3.34亿 | 5.02% | 3,197,200 | 70,000 | 2.2% | $732.34万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $3.10亿 | 4.66% | 1,163,721 | 1,163,721 | — | $3.10亿 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $2.87亿 | 4.31% | 2,586,295 | 212,500 | 9.0% | $2,359.39万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $2.86亿 | 4.30% | 8,085,461 | -200,000 | -2.4% | -$707.80万 | 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 |
| TVTX | TRAVERE THERAPEUTICS INC | $2.13亿 | 3.20% | 3,752,574 | -389,977 | -9.4% | -$2,215.46万 | 减仓 |
| KARD | KARDIGAN INC | $1.96亿 | 2.94% | 8,200,662 | 8,200,662 | — | $1.96亿 | 新建仓 |
| — | NUVALENT INC | $1.95亿 | 2.93% | 1,580,505 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1.78亿 | 2.67% | 4,373,974 | -50,000 | -1.1% | -$203.15万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $1.74亿 | 2.61% | 1,308,113 | -232,271 | -15.1% | -$3,082.93万 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.50亿 | 2.25% | 8,334,882 | 50,000 | 0.6% | $89.80万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $1.46亿 | 2.19% | 10,786,658 | 460,555 | 4.5% | $622.21万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1.28亿 | 1.92% | 1,345,063 | -50,438 | -3.6% | -$480.02万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $1.23亿 | 1.85% | 1,297,763 | -144,944 | -10.0% | -$1,373.34万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1.20亿 | 1.81% | 981,879 | -249,000 | -20.2% | -$3,052.24万 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $1.19亿 | 1.79% | 11,906,646 | 0 | 0.0% | — | 不变 |
| ZYME | ZYMEWORKS INC | $1.09亿 | 1.64% | 4,182,953 | 672,875 | 19.2% | $1,758.90万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $1.06亿 | 1.58% | 3,377,000 | 2,568,847 | 317.9% | $8,030.22万 | 加仓 |
| IMTX | IMMATICS N.V | $1.05亿 | 1.58% | 10,383,456 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $1.05亿 | 1.57% | 4,320,422 | 609,545 | 16.4% | $1,478.76万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1.03亿 | 1.55% | 10,308,888 | 2,874,855 | 38.7% | $2,874.86万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $9,880.89万 | 1.48% | 527,600 | 269,000 | 104.0% | $5,037.83万 | 加仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $8,807.07万 | 1.32% | 2,675,296 | 2,675,296 | — | $8,807.07万 | 新建仓 |
| MRNA | MODERNA INC 看跌期权 | $7,003.00万 | 1.05% | 1,000,000 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $5,972.79万 | 0.90% | 2,689,235 | -1,979,604 | -42.4% | -$4,396.70万 | 减仓 |
| BIIB | BIOGEN INC | $5,966.99万 | 0.90% | 276,173 | 152,173 | 122.7% | $3,287.85万 | 重新持有 |
| IMVT | IMMUNOVANT INC | $5,230.00万 | 0.79% | 1,357,383 | -240,000 | -15.0% | -$924.72万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,854.81万 | 0.73% | 116,806 | 116,806 | — | $4,854.81万 | 新建仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $4,747.50万 | 0.71% | 300,000 | -800,000 | -72.7% | -$1.27亿 | 重新持有 |
| IONS | IONIS PHARMACEUTICALS INC | $4,487.81万 | 0.67% | 566,000 | 62,000 | 12.3% | $491.60万 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $4,332.09万 | 0.65% | 1,304,846 | 589,539 | 82.4% | $1,957.27万 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC | $4,248.51万 | 0.64% | 1,609,893 | -400,000 | -19.9% | -$1,055.60万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $4,096.49万 | 0.61% | 170,000 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC | $3,985.16万 | 0.60% | 2,667,441 | 375,000 | 16.4% | $560.25万 | 加仓 |
| SION | SIONNA THERAPEUTICS INC | $3,981.09万 | 0.60% | 905,000 | 246,561 | 37.4% | $1,084.62万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $3,914.69万 | 0.59% | 10,439,185 | 340,361 | 3.4% | $127.64万 | 加仓 |
| AORT | ARTIVION INC | $3,903.69万 | 0.59% | 1,737,290 | 100,000 | 6.1% | $224.70万 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $3,704.94万 | 0.56% | 7,933,491 | 1,195,843 | 17.7% | $558.46万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $3,463.96万 | 0.52% | 398,385 | 348,385 | 696.8% | $3,029.21万 | 加仓 |
| RGEN | REPLIGEN CORP | $3,386.60万 | 0.51% | 248,212 | -32,329 | -11.5% | -$441.10万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $3,374.09万 | 0.51% | 3,425,476 | 0 | 0.0% | — | 不变 |
| RAPP | RAPPORT THERAPEUTICS INC | $3,222.52万 | 0.48% | 773,342 | 99,419 | 14.8% | $414.28万 | 加仓 |
| DMRA | DAMORA THERAPEUTICS INC | $3,181.02万 | 0.48% | 1,223,000 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $3,175.06万 | 0.48% | 140,000 | 140,000 | — | $3,175.06万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $2,899.30万 | 0.44% | 118,450 | -31,500 | -21.0% | -$771.03万 | 减仓 |
| EYPT | EYEPOINT INC 看跌期权 | $2,860.00万 | 0.43% | 2,000,000 | 2,000,000 | — | $2,860.00万 | 新建仓 |
| DBVT | DBV TECHNOLOGIES S A | $2,711.49万 | 0.41% | 1,653,350 | 688,959 | 71.4% | $1,129.89万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $2,661.70万 | 0.40% | 223,766 | 118,740 | 113.1% | $1,412.41万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $2,611.16万 | 0.39% | 1,217,325 | 1,064,825 | 698.2% | $2,284.05万 | 加仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $2,584.73万 | 0.39% | 6,627,501 | 195,758 | 3.0% | $76.35万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,476.24万 | 0.37% | 130,000 | -70,000 | -35.0% | -$1,333.36万 | 重新持有 |
| TENX | TENAX THERAPEUTICS INC | $2,473.50万 | 0.37% | 1,700,000 | 252,218 | 17.4% | $366.98万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC 看涨期权 | $2,408.00万 | 0.36% | 1,000,000 | 757,900 | 313.1% | $1,825.02万 | 重新持有 |
| SLS | SELLAS LIFE SCIENCES GROUP I 看跌期权 | $2,214.00万 | 0.33% | 1,500,000 | 1,500,000 | — | $2,214.00万 | 新建仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $2,175.60万 | 0.33% | 11,634,211 | -960,000 | -7.6% | -$179.52万 | 减仓 |
| — | ORCHESTRA BIOMED HLDGS INC | $2,173.86万 | 0.33% | 5,037,906 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $2,063.32万 | 0.31% | 51,884 | -33,535 | -39.3% | -$1,333.62万 | 减仓 |
| ANL | ADLAI NORTYE LTD | $2,062.17万 | 0.31% | 1,793,190 | 1,793,190 | — | $2,062.17万 | 新建仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $2,057.92万 | 0.31% | 1,255,592 | 0 | 0.0% | — | 不变 |
| NVCT | NUVECTIS PHARMA INC | $1,839.00万 | 0.28% | 1,000,000 | 1,000,000 | — | $1,839.00万 | 新建仓 |
| PALI | PALISADE BIO INC | $1,760.84万 | 0.26% | 8,425,065 | -503,084 | -5.6% | -$105.14万 | 减仓 |
| OMDA | OMADA HEALTH INC | $1,725.99万 | 0.26% | 786,330 | 0 | 0.0% | — | 不变 |
| — | LEONABIO INC | $1,708.72万 | 0.26% | 1,859,322 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $1,706.74万 | 0.26% | 2,459,285 | 1,172,423 | 91.1% | $813.66万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY 看跌期权 | $1,694.50万 | 0.25% | 500,000 | 500,000 | — | $1,694.50万 | 新建仓 |
| IVVD | INVIVYD INC | $1,613.12万 | 0.24% | 18,490,636 | -2,368,667 | -11.4% | -$206.64万 | 减仓 |
| CELC | CELCUITY INC | $1,462.94万 | 0.22% | 6,500,000 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,350.88万 | 0.20% | 115,391 | -144,154 | -55.5% | -$1,687.61万 | 重新持有 |
| SRZN | SURROZEN INC | $1,307.84万 | 0.20% | 503,985 | 274,592 | 119.7% | $712.57万 | 加仓 |
| BBNX | BETA BIONICS INC | $1,305.22万 | 0.20% | 832,944 | -10,000 | -1.2% | -$15.67万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC 看跌期权 | $1,204.00万 | 0.18% | 500,000 | 500,000 | — | $1,204.00万 | 新建仓 |
| AXGN | AXOGEN INC | $1,142.33万 | 0.17% | 247,312 | -450,000 | -64.5% | -$2,078.55万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $1,140.80万 | 0.17% | 400,000 | 400,000 | — | $1,140.80万 | 新建仓 |
| OCS | OCULIS HOLDING AG | $1,121.84万 | 0.17% | 808,827 | 315,000 | 63.8% | $436.90万 | 加仓 |
| SPTX | SEAPORT THERAPEUTICS INC | $1,086.00万 | 0.16% | 500,000 | 500,000 | — | $1,086.00万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1,069.10万 | 0.16% | 581,980 | -588,849 | -50.3% | -$1,081.72万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,067.00万 | 0.16% | 250,000 | -729,000 | -74.5% | -$3,111.37万 | 重新持有 |
| BLLN | BILLIONTOONE INC | $1,041.57万 | 0.16% | 86,812 | -5,000 | -5.4% | -$59.99万 | 减仓 |
| ABVX | ABIVAX SA | $986.12万 | 0.15% | 74,000 | -254,884 | -77.5% | -$3,396.58万 | 减仓 |
| NTRA | NATERA INC | $941.63万 | 0.14% | 34,689 | 34,689 | — | $941.63万 | 新建仓 |
| — | ENGENE THERAPEUTICS INC | $834.24万 | 0.13% | 4,822,169 | 4,822,169 | — | $834.24万 | 新建仓 |
| — | RESEARCH ALLIANCE CORP III | $802.50万 | 0.12% | 750,000 | 750,000 | — | $802.50万 | 新建仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $778.80万 | 0.12% | 600,000 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $776.62万 | 0.12% | 426,478 | 426,478 | — | $776.62万 | 新建仓 |
| QURE | UNIQURE NV | $773.81万 | 0.12% | 168,000 | 168,000 | — | $773.81万 | 新建仓 |
| — | MOBIA MED INC | $701.70万 | 0.11% | 523,654 | 523,654 | — | $701.70万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $643.95万 | 0.10% | 9,876,586 | 10 | 0.0% | $7 | 加仓 |
| GH | GUARDANT HEALTH INC | $620.03万 | 0.09% | 41,327 | -258,673 | -86.2% | -$3,880.87万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $577.22万 | 0.09% | 532,000 | -393,000 | -42.5% | -$426.40万 | 减仓 |
| — | OUTLOOK THERAPEUTICS INC | $499.14万 | 0.07% | 3,139,216 | 3,139,216 | — | $499.14万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $468.59万 | 0.07% | 121,082 | 0 | 0.0% | — | 不变 |
| — | EDESA BIOTECH INC | $457.91万 | 0.07% | 563,239 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $406.21万 | 0.06% | 219,813 | 80,146 | 57.4% | $148.11万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $378.72万 | 0.06% | 36,812 | -113,188 | -75.5% | -$1,164.48万 | 减仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $372.50万 | 0.06% | 206,942 | 0 | 0.0% | — | 不变 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $369.87万 | 0.06% | 467,013 | 467,013 | — | $369.87万 | 新建仓 |
| — | OUTSET MED INC | $360.00万 | 0.05% | 833,333 | 0 | 0.0% | — | 不变 |
| — | BIODESIX INC | $245.10万 | 0.04% | 108,694 | 0 | 0.0% | — | 重新持有 |