Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/24 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 88
- 較 2023 年第 1 季 −10
- 總值
- $34.4 億
- 較 2023 年第 1 季 +$6,244 萬 (+1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FOLDAmicus Therapeutics, Inc. | COM | 27,662,917 | $3.47 億 | 10.1% | 00.0% | 不變 | 歷史 |
| CERECerevel Therapeutics Holdings, Inc. | COM | 10,088,385 | $3.21 億 | 9.3% | +3,576,658+54.9% | 加碼 | 歷史 |
| LIANYLianBio | SPONSORED ADS | 57,558,451 | $1.31 億 | 3.8% | 00.0% | 不變 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 4,016,397 | $1.27 億 | 3.7% | +174,658+4.5% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 4,873,919 | $1.05 億 | 3.1% | −1,160,725−19.2% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 14,036,410 | $9,882 萬 | 2.9% | −1,303,325−8.5% | 減碼 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 11,350,085 | $9,523 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 3,624,182 | $9,408 萬 | 2.7% | +8,799+0.2% | 加碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 4,397,116 | $9,296 萬 | 2.7% | +1,663,326+60.8% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 2,194,821 | $9,256 萬 | 2.7% | −105,227−4.6% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,940,675 | $9,061 萬 | 2.6% | +1,417,150+270.7% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,614,122 | $8,061 萬 | 2.3% | +444,122+38.0% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 11,331,103 | $7,615 萬 | 2.2% | +4,367,826+62.7% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 812,037 | $7,398 萬 | 2.1% | +256,693+46.2% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 302,987 | $6,999 萬 | 2.0% | −347,575−53.4% | 減碼 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 670,206 | $6,833 萬 | 2.0% | −1,499,070−69.1% | 減碼 | 歷史 |
| TMCITreace Medical Concepts, Inc. | COM | 2,217,250 | $5,672 萬 | 1.6% | −225,000−9.2% | 減碼 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 12,757,562 | $5,243 萬 | 1.5% | +3,610,832+39.5% | 加碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 1,958,264 | $4,804 萬 | 1.4% | +1,816,070+1,277.2% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 2,523,783 | $4,788 萬 | 1.4% | +1,231,925+95.4% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,223,377 | $4,710 萬 | 1.4% | −608,797−33.2% | 減碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 11,900,255 | $4,391 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 2,288,493 | $4,279 萬 | 1.2% | −3,115−0.1% | 減碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,776,386 | $4,226 萬 | 1.2% | +40,000+2.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 467,000 | $4,114 萬 | 1.2% | +467,000 | 新進 | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 3,733,255 | $4,088 萬 | 1.2% | −170,000−4.4% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 1,469,761 | $4,059 萬 | 1.2% | +504,609+52.3% | 加碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,537,431 | $4,031 萬 | 1.2% | −541,921−26.1% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 3,491,500 | $4,029 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 3,007,858 | $3,898 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 9,111,151 | $3,526 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,946,937 | $3,508 萬 | 1.0% | −1,607,950−45.2% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 742,838 | $3,298 萬 | 1.0% | +742,838 | 新進 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 3,131,736 | $3,157 萬 | 0.9% | +439,600+16.3% | 加碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 2,659,470 | $3,149 萬 | 0.9% | +377,146+16.5% | 加碼 | 歷史 |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 891,370 | $3,137 萬 | 0.9% | +791,370+791.4% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 1,748,933 | $3,008 萬 | 0.9% | −158,100−8.3% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 424,924 | $2,915 萬 | 0.8% | −42,933−9.2% | 減碼 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 5,038,983 | $2,907 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 145,000 | $2,719 萬 | 0.8% | +145,000 | 新進 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 69,000 | $2,689 萬 | 0.8% | +69,000 | 新進 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 719,103 | $2,598 萬 | 0.8% | −855,031−54.3% | 減碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,943,097 | $2,441 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 1,296,416 | $2,343 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,168,363 | $2,322 萬 | 0.7% | +300,631+34.6% | 加碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 263,207 | $2,281 萬 | 0.7% | −409,853−60.9% | 減碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 2,416,232 | $2,088 萬 | 0.6% | −962,266−28.5% | 減碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 1,545,000 | $1,995 萬 | 0.6% | +820,223+113.2% | 加碼 | 歷史 |
| OMOutset Medical, Inc. | COM | 902,360 | $1,973 萬 | 0.6% | −187,067−17.2% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 405,269 | $1,972 萬 | 0.6% | −301,945−42.7% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 271,493 | $1,951 萬 | 0.6% | +271,493 | 新進 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 3,495,933 | $1,832 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 2,189,462 | $1,824 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AORTArtivion, Inc. | COM | 931,352 | $1,601 萬 | 0.5% | −154,508−14.2% | 減碼 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 716,441 | $1,573 萬 | 0.5% | +391,441+120.4% | 加碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 245,800 | $1,556 萬 | 0.5% | +245,800 | 新進 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 601,566 | $1,556 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TCMDTactile Systems Technology Inc | COM | 602,377 | $1,502 萬 | 0.4% | −37,500−5.9% | 減碼 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 2,052,868 | $1,437 萬 | 0.4% | −225,358−9.9% | 減碼 | 歷史 |
| LONALeonaBio, Inc. | COM | 4,797,278 | $1,415 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AXGNAxogen, Inc. | COM | 1,464,822 | $1,337 萬 | 0.4% | +55,031+3.9% | 加碼 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 2,751,395 | $1,285 萬 | 0.4% | −8,541−0.3% | 減碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 184,615 | $1,261 萬 | 0.4% | −53,031−22.3% | 減碼 | 歷史 |
| CMAXCareMax, Inc. | COM CL A | 3,817,404 | $1,187 萬 | 0.3% | +241,364+6.7% | 加碼 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 2,207,753 | $947.1 萬 | 0.3% | +2,207,753 | 新進 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 100,050 | $943.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 81,074 | $928.5 萬 | 0.3% | −179,784−68.9% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 320,820 | $767.4 萬 | 0.2% | +320,820 | 新進 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 441,147 | $715.1 萬 | 0.2% | −430,600−49.4% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 3,545,454 | $687.8 萬 | 0.2% | −1,000,000−22.0% | 減碼 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 168,000 | $660.9 萬 | 0.2% | −332,000−66.4% | 減碼 | 歷史 |
| LABPLandos Biopharma, Inc. | COM NEW | 1,486,991 | $625.6 萬 | 0.2% | +1,486,991 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 360,000 | $613.1 萬 | 0.2% | −134,403−27.2% | 減碼 | 歷史 |
| NBTXNanobiotix S.A. | SPONSORED ADS | 1,059,800 | $537.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VBIVVBI Vaccines Inc/BC | COM | 1,381,355 | $454.5 萬 | 0.1% | −363,145−20.8% | 減碼依 1 比 30 拆股換算 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 200,000 | $418.0 萬 | 0.1% | +200,000 | 新進 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,500,000 | $346.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRONKronos Bio, Inc. | COM | 1,752,745 | $301.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QTRXQuanterix Corp | COM | 130,000 | $293.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVNOenVVeno Medical Corp | COMMON STOCK | 781,615 | $240.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM | 2,363,214 | $196.1 萬 | 0.1% | −919,061−28.0% | 減碼 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 586,733 | $183.6 萬 | 0.1% | −85,917−12.8% | 減碼依 1 比 10 拆股換算 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 90,748 | $139.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VERUVeru Inc. | COM | 89,878 | $10.7 萬 | <0.1% | −4,208,334−97.9% | 減碼 | 歷史 |
| MOTSMotus GI Holdings, Inc. | COM NEW | 90,027 | $6.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EQRx, Inc.26886C115 | *W EXP 12/17/202 | 250,000 | $4.25 萬 | <0.1% | 00.0% | 不變 | – |
| CareMax, Inc.14171W111 | *W EXP 06/08/202 | 60,000 | $2.34 萬 | <0.1% | 00.0% | 不變 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 166,666 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
選擇權（7 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| TERNTerns Pharmaceuticals, Inc. | COM | $940.6 萬 | – |
| ARQTArcutis Biotherapeutics, Inc. | COM | $141.8 萬 | – |
| MRTXMirati Therapeutics, Inc. | COM | – | $69.0 萬 |
| VRNAVerona Pharma plc | SPONSORED ADS | – | $67.5 萬 |
| PNTPOINT Biopharma Global Inc. | COM | $67.5 萬 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $13.8 萬 | – |
| BTAIQBioXcel Therapeutics, Inc. | COM | – | $1.10 萬 |
2023 年第 1 季之後清倉（20 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RXDXPrometheus Biosciences, Inc. | COM | 1,272,694 | $1.37 億 | 4.0% | 歷史 |
| SNYSanofi | SPONSORED ADR | 768,101 | $4,180 萬 | 1.2% | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 4,952,538 | $3,566 萬 | 1.1% | – |
| TERNTerns Pharmaceuticals, Inc. | COM | 1,350,000 | $1,598 萬 | 0.5% | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 1,648,215 | $1,441 萬 | 0.4% | – |
| ISRGIntuitive Surgical Inc | COM NEW | 50,000 | $1,277 萬 | 0.4% | 歷史 |
| CTKBCytek Biosciences, Inc. | COM | 1,289,534 | $1,185 萬 | 0.4% | 歷史 |
| LRMRLarimar Therapeutics, Inc. | COM | 2,280,709 | $1,033 萬 | 0.3% | 歷史 |
| MORFMorphic Holding, Inc. | COM | 256,737 | $966.4 萬 | 0.3% | 歷史 |
| BLPHBellerophon Therapeutics, Inc. | COM NEW | 930,000 | $733.8 萬 | 0.2% | 歷史 |
| HLVXHilleVax, Inc. | COM | 406,024 | $671.2 萬 | 0.2% | 歷史 |
| AVDLAvadel Pharmaceuticals PLC | SPONSORED ADR | 590,000 | $540.4 萬 | 0.2% | 歷史 |
| LABPLandos Biopharma, Inc. | COM | 14,869,915 | $443.1 萬 | 0.1% | 歷史 |
| ADCTADC Therapeutics SA | SHS | 1,495,805 | $291.7 萬 | 0.1% | 歷史 |
| CELLBruker Cellular Analysis, Inc. | COM | 2,506,442 | $290.7 萬 | 0.1% | 歷史 |
| DRIODarioHealth Corp. | COM NEW | 313,869 | $129.3 萬 | <0.1% | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 1,500,000 | $126.8 萬 | <0.1% | 歷史 |
| ATNXAthenex, Inc. | COM NEW | 776,623 | $103.3 萬 | <0.1% | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 290,051 | $90.8 萬 | <0.1% | 歷史 |
| PEARPear Therapeutics, Inc. | CLASS A COM | 900,548 | $23.0 萬 | <0.1% | 歷史 |