Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/16 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 107
- 較 2024 年第 1 季 +2
- 總值
- $41.4 億
- 較 2024 年第 1 季 −$15.3 億 (−27.0%)
| 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 | $4.41 億 | 10.7% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 28,057,456 | $2.78 億 | 6.7% | 00.0% | 不變 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 3,889,739 | $2.15 億 | 5.2% | −43,817−1.1% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 25,933,142 | $2.08 億 | 5.0% | +6,660,151+34.6% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 2,549,077 | $1.93 億 | 4.7% | −234,377−8.4% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 3,446,579 | $1.42 億 | 3.4% | +178,000+5.4% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,862,608 | $1.41 億 | 3.4% | −70,151−3.6% | 減碼 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 3,204,976 | $1.31 億 | 3.2% | +130,434+4.2% | 加碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 1,716,407 | $1.18 億 | 2.8% | +661,052+62.6% | 加碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 8,086,159 | $9,396 萬 | 2.3% | +3,503,750+76.5% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 649,909 | $8,947 萬 | 2.2% | −154,500−19.2% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 2,105,636 | $8,286 萬 | 2.0% | +45,241+2.2% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 264,600 | $7,413 萬 | 1.8% | −165,353−38.5% | 減碼 | 歷史 |
| AORTArtivion, Inc. | COM | 2,793,703 | $7,166 萬 | 1.7% | +124,725+4.7% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 3,031,018 | $7,126 萬 | 1.7% | +474,339+18.6% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,476,203 | $6,612 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| EOLSEvolus, Inc. | COM | 5,753,798 | $6,243 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,652,962 | $6,227 萬 | 1.5% | −609,500−26.9% | 減碼 | 歷史 |
| CRGXCARGO Therapeutics, Inc. | COM | 3,683,004 | $6,047 萬 | 1.5% | +235,000+6.8% | 加碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 6,485,420 | $5,902 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 530,000 | $5,739 萬 | 1.4% | −227,225−30.0% | 減碼 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 7,099,182 | $5,175 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,485,232 | $5,155 萬 | 1.2% | −239,815−13.9% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,923,786 | $5,079 萬 | 1.2% | −1,039,426−35.1% | 減碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 11,331,103 | $4,767 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 1,268,735 | $4,396 萬 | 1.1% | +274,412+27.6% | 加碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 6,906,646 | $3,916 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 2,362,279 | $3,869 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 490,665 | $3,862 萬 | 0.9% | −938,898−65.7% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 721,377 | $3,824 萬 | 0.9% | −272,721−27.4% | 減碼 | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 8,005,000 | $3,738 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 459,111 | $3,696 萬 | 0.9% | −646,230−58.5% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 3,933,307 | $3,552 萬 | 0.9% | +850,000+27.6% | 加碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 1,296,416 | $3,524 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 2,433,725 | $3,519 萬 | 0.8% | −1,327,851−35.3% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,499,897 | $3,519 萬 | 0.8% | +112,426+8.1% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 1,856,417 | $3,343 萬 | 0.8% | −463,229−20.0% | 減碼 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 5,360,858 | $3,109 萬 | 0.8% | +2,353,000+78.2% | 加碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 750,230 | $3,103 萬 | 0.7% | −71,359−8.7% | 減碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 2,771,000 | $3,098 萬 | 0.7% | −3,662,369−56.9% | 減碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 1,215,346 | $3,078 萬 | 0.7% | −196,687−13.9% | 減碼 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 9,275,851 | $3,070 萬 | 0.7% | +682,265+7.9% | 加碼 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $2,947 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 1,566,668 | $2,759 萬 | 0.7% | +1,566,668 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 61,800 | $2,749 萬 | 0.7% | −40,000−39.3% | 減碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 1,027,749 | $2,736 萬 | 0.7% | −208,854−16.9% | 減碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,246,597 | $2,684 萬 | 0.6% | −554,471−30.8% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 553,437 | $2,494 萬 | 0.6% | −386,429−41.1% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 444,000 | $2,434 萬 | 0.6% | +145,000+48.5% | 加碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 733,695 | $2,316 萬 | 0.6% | −570,410−43.7% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 583,256 | $2,274 萬 | 0.5% | −308,952−34.6% | 減碼 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 3,324,468 | $2,274 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PEPGPepGen Inc. | COM | 1,410,438 | $2,251 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,631,828 | $2,123 萬 | 0.5% | −2,025,271−55.4% | 減碼 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 2,545,881 | $2,075 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 300,000 | $1,775 萬 | 0.4% | +300,000 | 新進 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 748,183 | $1,740 萬 | 0.4% | +748,183 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 1,007,367 | $1,611 萬 | 0.4% | +338,208+50.5% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 1,064,026 | $1,508 萬 | 0.4% | +1,064,026 | 新進 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,558,500 | $1,449 萬 | 0.3% | +808,500+107.8% | 加碼 | 歷史 |
| LONALeonaBio, Inc. | COM | 5,402,964 | $1,432 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,667,711 | $1,419 萬 | 0.3% | +592,904+55.2% | 加碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 749,916 | $1,308 萬 | 0.3% | +749,916 | 新進 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 210,659 | $1,287 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 180,000 | $1,206 萬 | 0.3% | +180,000 | 新進 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 572,000 | $1,158 萬 | 0.3% | +572,000 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 31,250 | $979.6 萬 | 0.2% | +31,250 | 新進 | 歷史 |
| TEMTempus AI, Inc. | CL A | 275,000 | $962.5 萬 | 0.2% | +275,000 | 新進 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 415,000 | $769.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 800,000 | $754.4 萬 | 0.2% | −198,888−19.9% | 減碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 867,319 | $738.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 15,600 | $670.9 萬 | 0.2% | +15,600 | 新進 | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 2,725,000 | $634.9 萬 | 0.2% | +2,725,000 | 新進 | 歷史 |
| VERUVeru Inc. | COM | 7,063,277 | $594.2 萬 | 0.1% | +1,478,578+26.5% | 加碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 500,000 | $589.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 769,230 | $576.9 萬 | 0.1% | +769,230 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 640,274 | $557.0 萬 | 0.1% | +50,628+8.6% | 加碼 | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 500,000 | $511.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 1,253,250 | $451.2 萬 | 0.1% | +1,253,250 | 新進 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 585,045 | $437.6 萬 | 0.1% | −1,131,615−65.9% | 減碼 | 歷史 |
| DTILPrecision Biosciences Inc | COM NEW | 426,293 | $414.8 萬 | 0.1% | −54,190−11.3% | 減碼 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 500,000 | $400.5 萬 | 0.1% | +500,000 | 新進 | 歷史 |
| TRIBTrinity Biotech PLC | SPONS ADR NEW | 1,800,000 | $383.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 35,205 | $378.9 萬 | 0.1% | −210,000−85.6% | 減碼 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 12,757,562 | $353.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDSXBiodesix Inc | COM | 2,173,880 | $332.6 萬 | 0.1% | +2,173,880 | 新進 | 歷史 |
| NVNOenVVeno Medical Corp | COMMON STOCK | 623,315 | $327.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 544,000 | $312.8 萬 | 0.1% | +544,000 | 新進 | 歷史 |
| NBTXNanobiotix S.A. | SPONSORED ADS | 555,066 | $277.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABSIAbsci Corp | COM | 700,000 | $215.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 22,665 | $210.1 萬 | 0.1% | +22,665 | 新進 | – |
| XFORX4 Pharmaceuticals, Inc | COM | 3,545,454 | $205.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FBRXForte Biosciences, Inc. | COM | 3,265,359 | $175.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVNCRevance Therapeutics, Inc. | COM | 600,000 | $154.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 34,852 | $136.9 萬 | <0.1% | +34,852 | 新進 | 歷史 |
| FATEFate Therapeutics Inc | COM | 345,575 | $113.3 萬 | <0.1% | +345,575 | 新進 | 歷史 |
| KYTXKyverna Therapeutics, Inc. | COM | 150,000 | $112.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EGRXEagle Pharmaceuticals, Inc. | COM | 173,365 | $97.1 萬 | <0.1% | +173,365 | 新進 | 歷史 |
| VBIVVBI Vaccines Inc/BC | COM | 1,261,710 | $83.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCMDTactile Systems Technology Inc | COM | 62,639 | $74.8 萬 | <0.1% | −840,446−93.1% | 減碼 | 歷史 |
選擇權（3 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。
2024 年第 1 季之後清倉（18 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INBXInhibrx Biosciences, Inc. | COM | 4,256,104 | $1.49 億 | 2.6% | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 6,825,395 | $1.46 億 | 2.6% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 525,683 | $6,805 萬 | 1.2% | 歷史 |
| LABPLandos Biopharma, Inc. | COM NEW | 1,486,991 | $3,194 萬 | 0.6% | 歷史 |
| TMCITreace Medical Concepts, Inc. | COM | 2,304,954 | $3,008 萬 | 0.5% | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 4,330,745 | $2,763 萬 | 0.5% | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 618,885 | $1,995 萬 | 0.4% | 歷史 |
| ABBVAbbVie Inc. | Stock | 106,500 | $1,939 萬 | 0.3% | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 339,012 | $1,703 萬 | 0.3% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 1,223,472 | $1,099 萬 | 0.2% | 歷史 |
| MORFMorphic Holding, Inc. | COM | 288,221 | $1,015 萬 | 0.2% | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 883,333 | $593.6 萬 | 0.1% | 歷史 |
| IBRXImmunityBio, Inc. | COM | 1,052,887 | $565.4 萬 | 0.1% | 歷史 |
| MGNXMacrogenics Inc | COM | 378,327 | $556.9 萬 | 0.1% | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 82,299 | $418.9 萬 | 0.1% | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 175,000 | $413.9 萬 | 0.1% | 歷史 |
| KURAKura Oncology, Inc. | COM | 48,200 | $102.8 萬 | <0.1% | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 300,000 | $85.2 萬 | <0.1% | 歷史 |