Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/8/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 86
- 較 2024 年第 4 季 −11
- 總值
- $28.2 億
- 較 2024 年第 4 季 −$7.70 億 (−21.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VRNAVerona Pharma plc | SPONSORED ADS | 6,563,340 | $4.17 億 | 14.8% | +171,234+2.7% | 加碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 2,926,478 | $1.92 億 | 6.8% | −552,410−15.9% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 21,464,527 | $1.75 億 | 6.2% | −2,781,425−11.5% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 6,547,328 | $1.44 億 | 5.1% | +3,861,791+143.8% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 2,548,445 | $1.35 億 | 4.8% | −1,132,028−30.8% | 減碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,633,968 | $1.16 億 | 4.1% | −986,009−37.6% | 減碼 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 1,506,602 | $1.08 億 | 3.8% | +5,562+0.4% | 加碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 786,358 | $1.04 億 | 3.7% | −501,970−39.0% | 減碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 12,581,103 | $8,525 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| AORTArtivion, Inc. | COM | 2,793,703 | $6,867 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 9,275,851 | $5,334 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 1,091,271 | $5,277 萬 | 1.9% | −180,391−14.2% | 減碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 4,129,142 | $4,967 萬 | 1.8% | −1,016,704−19.8% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 2,844,072 | $4,861 萬 | 1.7% | +704,873+33.0% | 加碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 11,906,646 | $4,405 萬 | 1.6% | +5,000,000+72.4% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 3,040,395 | $4,372 萬 | 1.6% | −3,308,825−52.1% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 12,711,788 | $4,233 萬 | 1.5% | −9,400,478−42.5% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 9,383,456 | $4,232 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 1,122,767 | $4,195 萬 | 1.5% | +75,535+7.2% | 加碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 355,107 | $4,142 萬 | 1.5% | −308,967−46.5% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 509,300 | $3,885 萬 | 1.4% | +365,300+253.7% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 2,313,272 | $3,732 萬 | 1.3% | −261,451−10.2% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 980,894 | $3,715 萬 | 1.3% | −348,841−26.2% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 59,510 | $3,522 萬 | 1.2% | −7,961−11.8% | 減碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 6,485,420 | $3,463 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 792,960 | $3,210 萬 | 1.1% | −392,632−33.1% | 減碼 | 歷史 |
| MRUSMerus N.V. | COM | 690,485 | $2,906 萬 | 1.0% | +390,485+130.2% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 7,874,348 | $2,788 萬 | 1.0% | +1,100,000+16.2% | 加碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 1,373,233 | $2,724 萬 | 1.0% | +482,953+54.2% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 706,567 | $2,668 萬 | 0.9% | −1,011,850−58.9% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 970,412 | $2,620 萬 | 0.9% | +152,517+18.6% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 2,313,403 | $2,420 萬 | 0.9% | +1,770,126+325.8% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 2,362,279 | $2,388 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,864,672 | $2,221 萬 | 0.8% | −265,348−12.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 40,619 | $2,012 萬 | 0.7% | −22,500−35.6% | 減碼 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 4,592,556 | $1,966 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BBNXBeta Bionics, Inc. | COM | 1,593,608 | $1,951 萬 | 0.7% | +1,593,608 | 新進 | 歷史 |
| PODDInsulet Corp | Stock | 71,597 | $1,880 萬 | 0.7% | −160,672−69.2% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 129,801 | $1,652 萬 | 0.6% | +129,801 | 新進 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 444,649 | $1,604 萬 | 0.6% | +41,000+10.2% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 46,500 | $1,540 萬 | 0.5% | +46,500 | 新進 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 1,064,026 | $1,489 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 130,000 | $1,311 萬 | 0.5% | +130,000 | 新進 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 1,251,101 | $1,309 萬 | 0.5% | +1,251,101 | 新進 | 歷史 |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,925,000 | $1,298 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 509,005 | $1,229 萬 | 0.4% | −486,889−48.9% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 178,000 | $1,216 萬 | 0.4% | +178,000 | 新進 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 100,050 | $1,107 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 325,324 | $1,091 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 5,360,858 | $1,088 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $1,084 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AQSTAquestive Therapeutics, Inc. | COM | 3,727,208 | $1,081 萬 | 0.4% | +3,727,208 | 新進 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 1,441,249 | $1,006 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CRGXCARGO Therapeutics, Inc. | COM | 2,431,085 | $989.5 萬 | 0.4% | −1,251,919−34.0% | 減碼 | 歷史 |
| OMOutset Medical, Inc. | COM NEW | 833,333 | $921.7 萬 | 0.3% | +833,333 | 新進 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 659,662 | $889.2 萬 | 0.3% | −826,846−55.6% | 減碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,537,274 | $833.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADGMAdagio Medical Holdings, Inc. | COM | 9,812,419 | $789.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 2,140,000 | $779.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 150,000 | $744.6 萬 | 0.3% | +150,000 | 新進 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 930,972 | $691.7 萬 | 0.2% | +930,972 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 915,775 | $671.3 萬 | 0.2% | −162,720−15.1% | 減碼 | 歷史 |
| DCTHDelcath Systems, Inc. | COM NEW | 462,422 | $588.7 萬 | 0.2% | +412,422+824.8% | 加碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 4,418,947 | $539.1 萬 | 0.2% | −1,461,053−24.8% | 減碼 | 歷史 |
| KMTSKestra Medical Technologies, Ltd. | SHS | 200,000 | $498.4 萬 | 0.2% | +200,000 | 新進 | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 398,000 | $449.7 萬 | 0.2% | −102,000−20.4% | 減碼 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM CL A | 1,004,439 | $431.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IRDOpus Genetics, Inc. | COM | 4,325,000 | $424.6 萬 | 0.2% | +4,325,000 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 520,000 | $416.5 萬 | 0.1% | +520,000 | 新進 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 297,553 | $353.5 萬 | 0.1% | −33,061−10.0% | 減碼 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 876,961 | $197.3 萬 | 0.1% | −208,551−19.2% | 減碼 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM | 12,757,562 | $160.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 277,610 | $159.1 萬 | 0.1% | +277,610 | 新進 | 歷史 |
| LONALeonaBio, Inc. | COM | 5,402,964 | $153.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDSXBiodesix Inc | COM | 2,173,880 | $135.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 500,000 | $131.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRAWTraws Pharma, Inc. | COM NEW | 421,781 | $97.0 萬 | <0.1% | +257,624+156.9% | 加碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 140,726 | $93.9 萬 | <0.1% | −237,858−62.8% | 減碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 80,100 | $60.6 萬 | <0.1% | +80,100 | 新進 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 139,835 | $48.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 860,000 | $42.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NBTXNanobiotix S.A. | SPONSORED ADS | 105,053 | $37.6 萬 | <0.1% | −161,040−60.5% | 減碼 | 歷史 |
| ENSCEnsysce Biosciences, Inc. | COM NEW | 86,666 | $22.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APYXApyx Medical Corp | COM | 150,000 | $20.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVMDWRevolution Medicines, Inc. | *W EXP 12/17/202 | 250,000 | $9,500 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 166,666 | $5,000 | <0.1% | 00.0% | 不變 | – |
選擇權（1 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 |
|---|---|---|---|
| EWTXEdgewise Therapeutics, Inc. | COM | – | $1,100 萬 |
2024 年第 4 季之後清倉（26 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PRCTPROCEPT BioRobotics Corp | COM | 290,659 | $2,340 萬 | 0.7% | 歷史 |
| NTRANatera, Inc. | COM | 125,000 | $1,979 萬 | 0.6% | 歷史 |
| PENPenumbra Inc | COM | 73,338 | $1,742 萬 | 0.5% | 歷史 |
| SEPNSepterna, Inc. | COM | 750,000 | $1,718 萬 | 0.5% | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 845,567 | $1,640 萬 | 0.5% | 歷史 |
| ARVNArvinas, Inc. | COM | 740,749 | $1,420 萬 | 0.4% | 歷史 |
| CGONCG Oncology, Inc. | COM | 419,450 | $1,203 萬 | 0.3% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 145,000 | $1,073 萬 | 0.3% | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 186,662 | $1,034 萬 | 0.3% | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 184,525 | $943.5 萬 | 0.3% | 歷史 |
| NARIInari Medical, Inc. | Stock | 178,797 | $912.8 萬 | 0.3% | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 744,035 | $609.4 萬 | 0.2% | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 65,153 | $587.5 萬 | 0.2% | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 311,551 | $552.7 萬 | 0.2% | 歷史 |
| CBLLCeribell, Inc. | COM | 180,546 | $467.3 萬 | 0.1% | 歷史 |
| VERUVeru Inc. | COM | 6,483,157 | $421.7 萬 | 0.1% | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 1,190,263 | $379.7 萬 | 0.1% | 歷史 |
| LCTXLineage Cell Therapeutics, Inc. | COM | 7,236,843 | $363.7 萬 | 0.1% | 歷史 |
| PEPGPepGen Inc. | COM | 829,536 | $314.4 萬 | 0.1% | 歷史 |
| IBRXImmunityBio, Inc. | COM | 1,221,734 | $312.8 萬 | 0.1% | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 197,108 | $276.0 萬 | 0.1% | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 3,249,669 | $227.5 萬 | 0.1% | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 95,742 | $217.4 萬 | 0.1% | 歷史 |
| TRIBTrinity Biotech PLC | SPONS ADR NEW | 1,790,000 | $157.5 萬 | <0.1% | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 238,000 | $111.9 萬 | <0.1% | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 188,462 | $29.4 萬 | <0.1% | 歷史 |