Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/26 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 97
- 較 2023 年第 3 季 +10
- 總值
- $44.7 億
- 較 2023 年第 3 季 +$15.0 億 (+50.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CERECerevel Therapeutics Holdings, Inc. | COM | 10,965,193 | $4.65 億 | 10.4% | +876,808+8.7% | 加碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 28,057,456 | $3.98 億 | 8.9% | +364,539+1.3% | 加碼 | 歷史 |
| LIANYLianBio | SPONSORED ADS | 57,558,451 | $2.57 億 | 5.8% | 00.0% | 不變 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 4,544,809 | $2.52 億 | 5.6% | +578,831+14.6% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 2,917,991 | $2.15 億 | 4.8% | +454,540+18.5% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 4,256,104 | $1.62 億 | 3.6% | 00.0% | 不變 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 3,074,542 | $1.24 億 | 2.8% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 2,154,110 | $9,902 萬 | 2.2% | +1,773,282+465.6% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 2,328,082 | $9,808 萬 | 2.2% | −1,486,609−39.0% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 11,979,415 | $9,739 萬 | 2.2% | +16,477+0.1% | 加碼 | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 4,024,400 | $9,506 萬 | 2.1% | −18,791−0.5% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 1,038,019 | $8,262 萬 | 1.8% | +556,370+115.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 976,652 | $8,046 萬 | 1.8% | +389,652+66.4% | 加碼 | 歷史 |
| CRGXCARGO Therapeutics, Inc. | COM | 3,436,600 | $7,956 萬 | 1.8% | +3,436,600 | 新進 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 11,331,103 | $7,954 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 3,866,214 | $7,686 萬 | 1.7% | −140,983−3.5% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,725,047 | $7,383 萬 | 1.7% | +973,227+129.4% | 加碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,957,246 | $7,144 萬 | 1.6% | +436,830+28.7% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 1,748,933 | $7,060 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,088,486 | $6,836 萬 | 1.5% | −254,265−18.9% | 減碼 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 12,757,562 | $6,685 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,023,045 | $5,909 萬 | 1.3% | +127,404+14.2% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 2,606,679 | $5,610 萬 | 1.3% | +2,525,563+3,113.5% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 850,225 | $5,326 萬 | 1.2% | +632,047+289.7% | 加碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 2,139,950 | $5,318 萬 | 1.2% | +219,292+11.4% | 加碼 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 7,099,182 | $5,197 萬 | 1.2% | +2,060,199+40.9% | 加碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,707,398 | $5,117 萬 | 1.1% | +189,931+12.5% | 加碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 1,827,901 | $5,107 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,100,748 | $5,070 萬 | 1.1% | +483,248+78.3% | 加碼 | 歷史 |
| RYZBRayzeBio, Inc. | COM | 744,056 | $4,626 萬 | 1.0% | −32,749−4.2% | 減碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 2,003,058 | $4,547 萬 | 1.0% | +870,567+76.9% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,255,512 | $4,467 萬 | 1.0% | −8,220−0.7% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 451,873 | $4,357 萬 | 1.0% | +269,153+147.3% | 加碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 3,963,424 | $4,173 萬 | 0.9% | +2,477,623+166.8% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,730,212 | $3,768 萬 | 0.8% | +719,007+71.1% | 加碼 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $3,766 萬 | 0.8% | +3,483,060+38.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 238,000 | $3,688 萬 | 0.8% | +238,000 | 新進 | 歷史 |
| IMTXImmatics N.V. | SHS | 3,491,500 | $3,677 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 270,794 | $3,568 萬 | 0.8% | +111,552+70.1% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 151,151 | $3,497 萬 | 0.8% | +26,514+21.3% | 加碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 4,004,070 | $3,075 萬 | 0.7% | +1,814,608+82.9% | 加碼 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 8,593,586 | $3,016 萬 | 0.7% | −2,756,499−24.3% | 減碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 6,433,369 | $2,908 萬 | 0.7% | −550,950−7.9% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 1,869,125 | $2,751 萬 | 0.6% | −819,748−30.5% | 減碼 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 2,751,395 | $2,644 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 1,296,416 | $2,625 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 818,882 | $2,349 萬 | 0.5% | −502,913−38.0% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 967,775 | $2,260 萬 | 0.5% | −651,650−40.2% | 減碼 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 2,432,089 | $2,220 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 1,481,300 | $2,158 萬 | 0.5% | +1,481,300 | 新進 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 3,495,933 | $2,147 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 55,000 | $1,855 萬 | 0.4% | +55,000 | 新進 | 歷史 |
| AORTArtivion, Inc. | COM | 931,352 | $1,665 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 132,176 | $1,665 萬 | 0.4% | +132,176 | 新進 | 歷史 |
| TMCITreace Medical Concepts, Inc. | COM | 1,250,405 | $1,594 萬 | 0.4% | −583,655−31.8% | 減碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 534,942 | $1,579 萬 | 0.4% | −137,100−20.4% | 減碼 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 3,007,858 | $1,480 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ARVNArvinas, Inc. | COM | 354,082 | $1,457 萬 | 0.3% | +354,082 | 新進 | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 4,080,249 | $1,367 萬 | 0.3% | +4,080,249 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 589,646 | $1,363 萬 | 0.3% | +589,646 | 新進 | 歷史 |
| LONALeonaBio, Inc. | COM | 5,402,964 | $1,313 萬 | 0.3% | +605,686+12.6% | 加碼 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 1,831,167 | $1,179 萬 | 0.3% | +1,831,167 | 新進 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,074,807 | $1,117 萬 | 0.2% | −371,316−25.7% | 減碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 1,111,870 | $1,101 萬 | 0.2% | −1,307,098−54.0% | 減碼 | 歷史 |
| TCMDTactile Systems Technology Inc | COM | 707,159 | $1,011 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 383,260 | $878.8 萬 | 0.2% | −671,013−63.6% | 減碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 108,000 | $773.5 萬 | 0.2% | +108,000 | 新進 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 539,831 | $757.4 萬 | 0.2% | +539,831 | 新進 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 1,075,000 | $697.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 1,122,958 | $660.3 萬 | 0.1% | −1,186,512−51.4% | 減碼 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 342,408 | $614.6 萬 | 0.1% | +342,408 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 555,555 | $607.8 萬 | 0.1% | +555,555 | 新進 | 歷史 |
| MGNXMacrogenics Inc | COM | 611,932 | $588.7 萬 | 0.1% | +611,932 | 新進 | 歷史 |
| AXGNAxogen, Inc. | COM | 808,380 | $552.1 萬 | 0.1% | −67,518−7.7% | 減碼 | 歷史 |
| LABPLandos Biopharma, Inc. | COM NEW | 1,486,991 | $544.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 360,000 | $498.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 82,398 | $497.6 萬 | 0.1% | +82,398 | 新進 | 歷史 |
| NBTXNanobiotix S.A. | SPONSORED ADS | 555,066 | $404.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VERUVeru Inc. | COM | 5,584,699 | $402.1 萬 | 0.1% | +4,494,821+412.4% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 400,000 | $359.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVNOenVVeno Medical Corp | COMMON STOCK | 623,315 | $320.4 萬 | 0.1% | −158,300−20.3% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 101,000 | $316.2 萬 | 0.1% | +101,000 | 新進 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 3,545,454 | $297.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBRXForte Biosciences, Inc. | COM | 3,265,359 | $268.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 30,317 | $253.1 萬 | 0.1% | +30,317 | 新進 | 歷史 |
| KRONKronos Bio, Inc. | COM | 1,752,745 | $219.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 82,299 | $213.1 萬 | <0.1% | −195,384−70.4% | 減碼 | 歷史 |
| CMAXCareMax, Inc. | COM CL A | 3,679,284 | $183.2 萬 | <0.1% | −144,273−3.8% | 減碼 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 56,980 | $164.6 萬 | <0.1% | +56,980 | 新進 | 歷史 |
| AMAMAmbrx Biopharma, Inc. | COM | 78,811 | $112.2 萬 | <0.1% | +78,811 | 新進 | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM | 2,126,893 | $97.9 萬 | <0.1% | −236,321−10.0% | 減碼 | 歷史 |
| VBIVVBI Vaccines Inc/BC | COM | 1,381,355 | $81.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 44,971 | $18.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 73,000 | $18.0 萬 | <0.1% | +73,000 | 新進 | 歷史 |
| RVMDWRevolution Medicines, Inc. | *W EXP 12/17/202 | 250,000 | $8.25 萬 | <0.1% | +250,000 | 新進 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 166,666 | $3,333 | <0.1% | 00.0% | 不變 | – |
| CareMax, Inc.14171W111 | *W EXP 06/08/202 | 60,000 | $450 | <0.1% | 00.0% | 不變 | – |
選擇權（4 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。
2023 年第 3 季之後清倉（11 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 150,600 | $7,404 萬 | 2.5% | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 3,819,456 | $4,461 萬 | 1.5% | 歷史 |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 996,306 | $3,265 萬 | 1.1% | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,943,097 | $1,634 萬 | 0.5% | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 716,441 | $985.8 萬 | 0.3% | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 165,615 | $799.1 萬 | 0.3% | 歷史 |
| OMOutset Medical, Inc. | COM | 661,977 | $720.2 萬 | 0.2% | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,500,000 | $358.5 萬 | 0.1% | 歷史 |
| SLRNACELYRIN, Inc. | COM | 200,000 | $203.4 萬 | 0.1% | 歷史 |
| MOTSMotus GI Holdings, Inc. | COM NEW | 90,027 | $4.05 萬 | <0.1% | 歷史 |
| EQRx, Inc.26886C115 | *W EXP 12/17/202 | 250,000 | $1.00 萬 | <0.1% | – |