Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 97
- 較 2024 年第 3 季 −5
- 總值
- $35.9 億
- 較 2024 年第 3 季 −$10.7 億 (−23.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VRNAVerona Pharma plc | SPONSORED ADS | 6,392,106 | $2.97 億 | 8.3% | +76,173+1.2% | 加碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 3,478,888 | $2.67 億 | 7.4% | −409,781−10.5% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 24,245,952 | $2.28 億 | 6.4% | −3,811,504−13.6% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 3,680,473 | $2.06 億 | 5.7% | +120,259+3.4% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 2,619,977 | $2.05 億 | 5.7% | −359,258−12.1% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 22,112,266 | $1.64 億 | 4.6% | −4,505,443−16.9% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,718,417 | $1.41 億 | 3.9% | −309,191−15.2% | 減碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 1,288,328 | $1.08 億 | 3.0% | −333,887−20.6% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 6,349,220 | $1.06 億 | 3.0% | +66,930+1.1% | 加碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,329,735 | $1.02 億 | 2.9% | +165,700+14.2% | 加碼 | 歷史 |
| AORTArtivion, Inc. | COM | 2,793,703 | $7,987 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 12,581,103 | $7,658 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 2,685,537 | $7,170 萬 | 2.0% | +355,243+15.2% | 加碼 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 1,501,040 | $6,747 萬 | 1.9% | −1,703,936−53.2% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 9,383,456 | $6,672 萬 | 1.9% | +1,297,297+16.0% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 232,269 | $6,064 萬 | 1.7% | +90,000+63.3% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 2,574,723 | $5,994 萬 | 1.7% | −297,824−10.4% | 減碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 6,485,420 | $5,798 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| EOLSEvolus, Inc. | COM | 5,145,846 | $5,681 萬 | 1.6% | −210,776−3.9% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 664,074 | $5,619 萬 | 1.6% | −118,770−15.2% | 減碼 | 歷史 |
| CRGXCARGO Therapeutics, Inc. | COM | 3,683,004 | $5,311 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 2,139,199 | $5,299 萬 | 1.5% | −239,563−10.1% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 1,271,662 | $4,909 萬 | 1.4% | −102,901−7.5% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 1,047,232 | $4,744 萬 | 1.3% | −967,775−48.0% | 減碼 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 9,275,851 | $4,629 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 817,895 | $4,379 萬 | 1.2% | +817,895 | 新進 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 67,471 | $4,149 萬 | 1.2% | −51,368−43.2% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 995,894 | $4,007 萬 | 1.1% | −704,093−41.4% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,185,592 | $3,298 萬 | 0.9% | −529,214−30.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 63,119 | $3,295 萬 | 0.9% | +5,000+8.6% | 加碼 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 5,360,858 | $3,227 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 2,130,020 | $3,118 萬 | 0.9% | −50,000−2.3% | 減碼 | 歷史 |
| CELCCelcuity Inc. | COM | 2,362,279 | $3,092 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,486,508 | $2,850 萬 | 0.8% | −1,326,157−47.1% | 減碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 6,906,646 | $2,763 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 6,774,348 | $2,561 萬 | 0.7% | +4,648,699+218.7% | 加碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 290,659 | $2,340 萬 | 0.7% | −25,000−7.9% | 減碼 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $2,116 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 1,441,249 | $2,111 萬 | 0.6% | −75,419−5.0% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 125,000 | $1,979 萬 | 0.6% | −95,000−43.2% | 減碼 | 歷史 |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,925,000 | $1,926 萬 | 0.5% | +5,925,000 | 新進 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 4,592,556 | $1,837 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PENPenumbra Inc | COM | 73,338 | $1,742 萬 | 0.5% | +73,338 | 新進 | 歷史 |
| SEPNSepterna, Inc. | COM | 750,000 | $1,718 萬 | 0.5% | +750,000 | 新進 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 845,567 | $1,640 萬 | 0.5% | −389,620−31.5% | 減碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 1,064,026 | $1,639 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 890,280 | $1,527 萬 | 0.4% | −169,920−16.0% | 減碼 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 403,649 | $1,454 萬 | 0.4% | +403,649 | 新進 | 歷史 |
| ARVNArvinas, Inc. | COM | 740,749 | $1,420 萬 | 0.4% | −287,000−27.9% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 100,050 | $1,366 萬 | 0.4% | −112,178−52.9% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 543,277 | $1,280 萬 | 0.4% | −174,867−24.3% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 325,324 | $1,275 萬 | 0.4% | −199,606−38.0% | 減碼 | 歷史 |
| MRUSMerus N.V. | COM | 300,000 | $1,262 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CGONCG Oncology, Inc. | COM | 419,450 | $1,203 萬 | 0.3% | −314,245−42.8% | 減碼 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 2,140,000 | $1,194 萬 | 0.3% | +2,140,000 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,537,274 | $1,145 萬 | 0.3% | +500,000+48.2% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 145,000 | $1,073 萬 | 0.3% | +145,000 | 新進 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 186,662 | $1,034 萬 | 0.3% | −1,109,754−85.6% | 減碼 | 歷史 |
| ADGMAdagio Medical Holdings, Inc. | COM | 9,812,419 | $1,030 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 144,000 | $994.2 萬 | 0.3% | −36,000−20.0% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 184,525 | $943.5 萬 | 0.3% | −540,173−74.5% | 減碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 5,880,000 | $929.0 萬 | 0.3% | +5,880,000 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 1,078,495 | $921.0 萬 | 0.3% | −2,245,973−67.6% | 減碼 | 歷史 |
| NARIInari Medical, Inc. | Stock | 178,797 | $912.8 萬 | 0.3% | +178,797 | 新進 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM CL A | 1,004,439 | $863.8 萬 | 0.2% | +1,004,439 | 新進 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 330,614 | $622.9 萬 | 0.2% | +330,614 | 新進 | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 744,035 | $609.4 萬 | 0.2% | −400,000−35.0% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 65,153 | $587.5 萬 | 0.2% | +42,562+188.4% | 加碼 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 311,551 | $552.7 萬 | 0.2% | −436,632−58.4% | 減碼 | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 500,000 | $525.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 378,584 | $475.9 萬 | 0.1% | −553,267−59.4% | 減碼 | 歷史 |
| CBLLCeribell, Inc. | COM | 180,546 | $467.3 萬 | 0.1% | +180,546 | 新進 | 歷史 |
| VERUVeru Inc. | COM | 6,483,157 | $421.7 萬 | 0.1% | −800,000−11.0% | 減碼 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 1,085,512 | $379.9 萬 | 0.1% | +269,790+33.1% | 加碼 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 1,190,263 | $379.7 萬 | 0.1% | +1,190,263 | 新進 | 歷史 |
| LCTXLineage Cell Therapeutics, Inc. | COM | 7,236,843 | $363.7 萬 | 0.1% | +7,236,843 | 新進 | 歷史 |
| BDSXBiodesix Inc | COM | 2,173,880 | $332.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 5,402,964 | $317.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPGPepGen Inc. | COM | 829,536 | $314.4 萬 | 0.1% | −580,902−41.2% | 減碼 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 1,221,734 | $312.8 萬 | 0.1% | +1,221,734 | 新進 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 197,108 | $276.0 萬 | 0.1% | −58,886−23.0% | 減碼 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 12,757,562 | $262.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 3,249,669 | $227.5 萬 | 0.1% | −3,849,513−54.2% | 減碼 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 95,742 | $217.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 500,000 | $177.0 萬 | <0.1% | +500,000 | 新進 | 歷史 |
| TRIBTrinity Biotech PLC | SPONS ADR NEW | 1,790,000 | $157.5 萬 | <0.1% | −10,000−0.6% | 減碼 | 歷史 |
| TRAWTraws Pharma, Inc. | COM NEW | 164,157 | $145.8 萬 | <0.1% | +164,157 | 新進 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 238,000 | $111.9 萬 | <0.1% | +238,000 | 新進 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 139,835 | $92.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NBTXNanobiotix S.A. | SPONSORED ADS | 266,093 | $76.4 萬 | <0.1% | −288,973−52.1% | 減碼 | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 860,000 | $73.6 萬 | <0.1% | −7,145,000−89.3% | 減碼 | 歷史 |
| ENSCEnsysce Biosciences, Inc. | COM NEW | 86,666 | $70.5 萬 | <0.1% | +86,666 | 新進 | 歷史 |
| DCTHDelcath Systems, Inc. | COM NEW | 50,000 | $60.2 萬 | <0.1% | +50,000 | 新進 | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 188,462 | $29.4 萬 | <0.1% | −320,000−62.9% | 減碼 | 歷史 |
| APYXApyx Medical Corp | COM | 150,000 | $23.7 萬 | <0.1% | +150,000 | 新進 | 歷史 |
| RVMDWRevolution Medicines, Inc. | *W EXP 12/17/202 | 250,000 | $4.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 166,666 | $3,567 | <0.1% | 00.0% | 不變 | – |
選擇權（2 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 3 季之後清倉（26 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BHVNBiohaven Ltd. | COM | 1,485,232 | $7,422 萬 | 1.6% | 歷史 |
| TILInstil Bio, Inc. | COM NEW | 345,545 | $2,326 萬 | 0.5% | 歷史 |
| LIVNLivaNova PLC | SHS | 429,000 | $2,254 萬 | 0.5% | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 692,263 | $2,218 萬 | 0.5% | 歷史 |
| MDTMedtronic plc | Stock | 245,332 | $2,209 萬 | 0.5% | 歷史 |
| IRONDisc Medicine, Inc. | COM | 387,017 | $1,902 萬 | 0.4% | 歷史 |
| ICLRIcon PLC | COM | 44,353 | $1,274 萬 | 0.3% | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,358,500 | $1,263 萬 | 0.3% | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 511,226 | $1,202 萬 | 0.3% | 歷史 |
| XNCRXencor Inc | COM | 527,671 | $1,061 萬 | 0.2% | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 847,745 | $978.3 萬 | 0.2% | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 415,000 | $975.3 萬 | 0.2% | 歷史 |
| EXASExact Sciences Corp | COM | 125,000 | $851.5 萬 | 0.2% | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 2,725,000 | $763.0 萬 | 0.2% | 歷史 |
| DTILPrecision Biosciences Inc | COM NEW | 426,293 | $382.0 萬 | 0.1% | 歷史 |
| ABSIAbsci Corp | COM | 700,000 | $267.4 萬 | 0.1% | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 3,545,454 | $237.3 萬 | 0.1% | 歷史 |
| NVNOenVVeno Medical Corp | COMMON STOCK | 694,315 | $233.3 萬 | 0.1% | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 46,213 | $218.7 萬 | <0.1% | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 34,852 | $153.0 萬 | <0.1% | 歷史 |
| FATEFate Therapeutics Inc | COM | 345,575 | $121.0 萬 | <0.1% | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM NEW | 50,896 | $79.8 萬 | <0.1% | 歷史 |
| KYTXKyverna Therapeutics, Inc. | COM | 150,000 | $73.3 萬 | <0.1% | 歷史 |
| SYRSSyros Pharmaceuticals, Inc. | COM NEW | 116,754 | $25.1 萬 | <0.1% | 歷史 |
| CMAXCareMax, Inc. | COMM STK | 100,000 | $17.0 萬 | <0.1% | 歷史 |
| CareMax, Inc.14171W111 | *W EXP 06/08/202 | 60,000 | $594 | <0.1% | – |