Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/8/6 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 105
- 較 2023 年第 4 季 +8
- 總值
- $56.7 億
- 較 2023 年第 4 季 +$12.0 億 (+26.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CERECerevel Therapeutics Holdings, Inc. | COM | 10,794,876 | $4.56 億 | 8.0% | −170,317−1.6% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 28,057,456 | $3.31 億 | 5.8% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 19,272,991 | $2.86 億 | 5.0% | +7,293,576+60.9% | 加碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 3,933,556 | $2.74 億 | 4.8% | −611,253−13.4% | 減碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 2,783,454 | $2.09 億 | 3.7% | −134,537−4.6% | 減碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 4,256,104 | $1.49 億 | 2.6% | 00.0% | 不變 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 6,825,395 | $1.46 億 | 2.6% | +4,074,000+148.1% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 3,268,579 | $1.42 億 | 2.5% | +1,114,469+51.7% | 加碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 2,060,395 | $1.37 億 | 2.4% | +232,494+12.7% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,932,759 | $1.32 億 | 2.3% | +844,273+77.6% | 加碼 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 3,074,542 | $1.32 億 | 2.3% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 1,429,563 | $1.25 億 | 2.2% | +452,911+46.4% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 429,953 | $1.15 億 | 2.0% | +278,802+184.5% | 加碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,262,462 | $1.11 億 | 2.0% | +305,216+15.6% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 804,409 | $1.11 億 | 2.0% | +533,615+197.1% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 2,556,679 | $9,697 萬 | 1.7% | −50,000−1.9% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 2,963,212 | $9,574 萬 | 1.7% | +635,130+27.3% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,725,047 | $9,434 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 6,906,646 | $9,200 萬 | 1.6% | +3,410,713+97.6% | 加碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 6,485,420 | $9,125 萬 | 1.6% | +2,481,350+62.0% | 加碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 1,105,341 | $8,821 萬 | 1.6% | +67,322+6.5% | 加碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 994,098 | $8,152 萬 | 1.4% | +994,098 | 新進 | 歷史 |
| EOLSEvolus, Inc. | COM | 5,753,798 | $8,055 萬 | 1.4% | +1,790,374+45.2% | 加碼 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 12,757,562 | $7,935 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| CRGXCARGO Therapeutics, Inc. | COM | 3,448,004 | $7,696 萬 | 1.4% | +11,404+0.3% | 加碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 1,055,355 | $7,303 萬 | 1.3% | +947,355+877.2% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 757,225 | $6,926 萬 | 1.2% | −93,000−10.9% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,476,203 | $6,910 萬 | 1.2% | +220,691+17.6% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 11,331,103 | $6,872 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 525,683 | $6,805 萬 | 1.2% | +73,810+16.3% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 3,657,099 | $6,404 萬 | 1.1% | +1,926,887+111.4% | 加碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 3,761,576 | $6,052 萬 | 1.1% | −104,638−2.7% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 939,866 | $5,852 萬 | 1.0% | −83,179−8.1% | 減碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 1,304,105 | $5,725 萬 | 1.0% | +1,304,105 | 新進 | 歷史 |
| AORTArtivion, Inc. | COM | 2,668,978 | $5,648 萬 | 1.0% | +1,737,626+186.6% | 加碼 | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 8,005,000 | $5,443 萬 | 1.0% | +3,924,751+96.2% | 加碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 1,236,603 | $5,105 萬 | 0.9% | +882,521+249.2% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 2,362,279 | $5,103 萬 | 0.9% | +880,979+59.5% | 加碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 821,589 | $5,013 萬 | 0.9% | +821,589 | 新進 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,801,068 | $4,852 萬 | 0.9% | +93,670+5.5% | 加碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 4,582,409 | $4,816 萬 | 0.8% | +1,090,909+31.2% | 加碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 1,296,416 | $4,712 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 1,412,033 | $4,366 萬 | 0.8% | −336,900−19.3% | 減碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 6,433,369 | $4,246 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 2,319,646 | $4,231 萬 | 0.7% | +1,764,091+317.5% | 加碼 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 7,099,182 | $4,203 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 101,800 | $4,063 萬 | 0.7% | +46,800+85.1% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 892,208 | $3,841 萬 | 0.7% | −208,540−18.9% | 減碼 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $3,703 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,387,471 | $3,505 萬 | 0.6% | +419,696+43.4% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 3,083,307 | $3,484 萬 | 0.6% | +3,083,307 | 新進 | 歷史 |
| LABPLandos Biopharma, Inc. | COM NEW | 1,486,991 | $3,194 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 3,324,468 | $3,025 萬 | 0.5% | +3,324,468 | 新進 | 歷史 |
| TMCITreace Medical Concepts, Inc. | COM | 2,304,954 | $3,008 萬 | 0.5% | +1,054,549+84.3% | 加碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 1,716,660 | $2,929 萬 | 0.5% | −286,398−14.3% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 994,323 | $2,877 萬 | 0.5% | +611,063+159.4% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 245,205 | $2,844 萬 | 0.5% | +245,205 | 新進 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 8,593,586 | $2,810 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 4,330,745 | $2,763 萬 | 0.5% | +2,499,578+136.5% | 加碼 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 3,007,858 | $2,151 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPGPepGen Inc. | COM | 1,410,438 | $2,073 萬 | 0.4% | +1,410,438 | 新進 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 618,885 | $1,995 萬 | 0.4% | −199,997−24.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 106,500 | $1,939 萬 | 0.3% | −131,500−55.3% | 減碼 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 339,012 | $1,703 萬 | 0.3% | +256,614+311.4% | 加碼 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 998,888 | $1,693 萬 | 0.3% | +998,888 | 新進 | 歷史 |
| LIVNLivaNova PLC | SHS | 299,000 | $1,673 萬 | 0.3% | +299,000 | 新進 | 歷史 |
| LONALeonaBio, Inc. | COM | 5,402,964 | $1,480 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TCMDTactile Systems Technology Inc | COM | 903,085 | $1,468 萬 | 0.3% | +195,926+27.7% | 加碼 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 2,545,881 | $1,342 萬 | 0.2% | +113,792+4.7% | 加碼 | 歷史 |
| AXGNAxogen, Inc. | COM | 1,553,929 | $1,254 萬 | 0.2% | +745,549+92.2% | 加碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 589,646 | $1,219 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,074,807 | $1,131 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 1,223,472 | $1,099 萬 | 0.2% | −916,478−42.8% | 減碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 669,159 | $1,097 萬 | 0.2% | +309,159+85.9% | 加碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 210,659 | $1,041 萬 | 0.2% | +210,659 | 新進 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 288,221 | $1,015 萬 | 0.2% | +231,241+405.8% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 867,319 | $886.4 萬 | 0.2% | +867,319 | 新進 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 750,000 | $743.3 萬 | 0.1% | +750,000 | 新進 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 415,000 | $741.2 萬 | 0.1% | +415,000 | 新進 | 歷史 |
| DTILPrecision Biosciences Inc | COM NEW | 480,483 | $651.5 萬 | 0.1% | +480,483 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 883,333 | $593.6 萬 | 0.1% | −239,625−21.3% | 減碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 500,000 | $593.0 萬 | 0.1% | +500,000 | 新進 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 1,052,887 | $565.4 萬 | 0.1% | +1,052,887 | 新進 | 歷史 |
| MGNXMacrogenics Inc | COM | 378,327 | $556.9 萬 | 0.1% | −233,605−38.2% | 減碼 | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 500,000 | $520.0 萬 | 0.1% | +500,000 | 新進 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 3,545,454 | $492.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 82,299 | $418.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 175,000 | $413.9 萬 | 0.1% | +175,000 | 新進 | 歷史 |
| ABSIAbsci Corp | COM | 700,000 | $397.6 萬 | 0.1% | +700,000 | 新進 | 歷史 |
| VERUVeru Inc. | COM | 5,584,699 | $391.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KYTXKyverna Therapeutics, Inc. | COM | 150,000 | $372.6 萬 | 0.1% | +150,000 | 新進 | 歷史 |
| TRIBTrinity Biotech PLC | SPONS ADR NEW | 1,800,000 | $367.2 萬 | 0.1% | +1,800,000 | 新進 | 歷史 |
| NBTXNanobiotix S.A. | SPONSORED ADS | 555,066 | $360.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVNOenVVeno Medical Corp | COMMON STOCK | 623,315 | $339.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RVNCRevance Therapeutics, Inc. | COM | 600,000 | $295.2 萬 | 0.1% | +600,000 | 新進 | 歷史 |
| FBRXForte Biosciences, Inc. | COM | 3,265,359 | $227.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM | 2,126,893 | $109.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 48,200 | $102.8 萬 | <0.1% | +48,200 | 新進 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 300,000 | $85.2 萬 | <0.1% | −1,569,125−83.9% | 減碼 | 歷史 |
| VBIVVBI Vaccines Inc/BC | COM | 1,261,710 | $75.7 萬 | <0.1% | −119,645−8.7% | 減碼 | 歷史 |
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 |
|---|---|---|---|
| IRONDisc Medicine, Inc. | COM | $1,868 萬 | – |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | – | $476.9 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $474.4 萬 | – |
| APLTApplied Therapeutics, Inc. | COM | – | $340.0 萬 |
| NVAXNovavax Inc | COM NEW | $334.6 萬 | – |
| IMVTImmunovant, Inc. | COM | – | $323.1 萬 |
| AGIOAgios Pharmaceuticals, Inc. | COM | – | $292.4 萬 |
2023 年第 4 季之後清倉（16 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LIANYLianBio | SPONSORED ADS | 57,558,451 | $2.57 億 | 5.8% | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 4,024,400 | $9,506 萬 | 2.1% | 歷史 |
| RYZBRayzeBio, Inc. | COM | 744,056 | $4,626 萬 | 1.0% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 132,176 | $1,665 萬 | 0.4% | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 534,942 | $1,579 萬 | 0.4% | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 1,111,870 | $1,101 萬 | 0.2% | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 539,831 | $757.4 萬 | 0.2% | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 1,075,000 | $697.7 萬 | 0.2% | 歷史 |
| RGNXREGENXBIO Inc. | COM | 342,408 | $614.6 萬 | 0.1% | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 400,000 | $359.6 萬 | 0.1% | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 101,000 | $316.2 萬 | 0.1% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 30,317 | $253.1 萬 | 0.1% | 歷史 |
| KRONKronos Bio, Inc. | COM | 1,752,745 | $219.1 萬 | <0.1% | 歷史 |
| AMAMAmbrx Biopharma, Inc. | COM | 78,811 | $112.2 萬 | <0.1% | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 44,971 | $18.6 萬 | <0.1% | 歷史 |
| BCABBioAtla, Inc. | COM | 73,000 | $18.0 萬 | <0.1% | 歷史 |