Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 91
- 較 2025 年第 2 季 +9
- 總值
- $34.6 億
- 較 2025 年第 2 季 +$7.96 億 (+29.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RYTMRhythm Pharmaceuticals, Inc. | COM | 2,438,969 | $2.88 億 | 8.3% | +20,670+0.9% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,088,501 | $2.16 億 | 6.3% | +124,615+12.9% | 加碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 2,468,353 | $2.03 億 | 5.9% | −9,647−0.4% | 減碼 | 歷史 |
| CELCCelcuity Inc. | COM | 2,956,319 | $1.46 億 | 4.2% | +1,323,111+81.0% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,562,336 | $1.35 億 | 3.9% | +187,156+13.6% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 1,353,093 | $1.27 億 | 3.7% | +644,917+91.1% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 8,952,365 | $1.22 億 | 3.5% | +1,050,000+13.3% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 7,368,461 | $1.11 億 | 3.2% | +4,036,996+121.2% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 12,626,103 | $1.04 億 | 3.0% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 702,130 | $1.01 億 | 2.9% | +51,878+8.0% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 3,794,615 | $9,069 萬 | 2.6% | +2,960,363+354.9% | 加碼 | 歷史 |
| AORTArtivion, Inc. | COM | 2,020,000 | $8,553 萬 | 2.5% | −773,703−27.7% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,564,554 | $8,292 萬 | 2.4% | +811,633+107.8% | 加碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 9,383,456 | $7,995 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 3,100,902 | $7,520 萬 | 2.2% | +1,953,967+170.4% | 加碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 11,833,539 | $7,301 萬 | 2.1% | −73,107−0.6% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 1,030,134 | $6,843 萬 | 2.0% | −44,314−4.1% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 450,050 | $6,318 萬 | 1.8% | +195,000+76.5% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 3,795,894 | $6,157 萬 | 1.8% | −844,055−18.2% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 524,088 | $5,593 萬 | 1.6% | −4,983,503−90.5% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 220,547 | $5,587 萬 | 1.6% | +187,750+572.5% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,135,766 | $5,393 萬 | 1.6% | +219,879+24.0% | 加碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 1,351,989 | $5,371 萬 | 1.6% | +169,841+14.4% | 加碼 | 歷史 |
| OMDAOmada Health, Inc. | COM | 2,396,330 | $5,298 萬 | 1.5% | −30,000−1.2% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 6,370,851 | $5,020 萬 | 1.5% | −1,041,979−14.1% | 減碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 6,485,420 | $4,721 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 1,327,707 | $4,472 萬 | 1.3% | +349,815+35.8% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 270,428 | $3,615 萬 | 1.0% | +104,428+62.9% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 2,090,663 | $3,571 萬 | 1.0% | +815,389+63.9% | 加碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 1,179,098 | $3,468 萬 | 1.0% | −36,947−3.0% | 減碼 | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 1,098,163 | $3,322 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 388,608 | $3,299 萬 | 1.0% | +388,608 | 新進 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,462,400 | $3,156 萬 | 0.9% | +1,014,893+226.8% | 加碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 9,680,185 | $3,088 萬 | 0.9% | +2,686,539+38.4% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 310,000 | $3,027 萬 | 0.9% | +30,000+10.7% | 加碼 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 5,222,311 | $2,726 萬 | 0.8% | +1,170,680+28.9% | 加碼 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 449,290 | $2,725 萬 | 0.8% | +28,600+6.8% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,587,890 | $2,560 萬 | 0.7% | −550,000−25.7% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 465,487 | $2,547 萬 | 0.7% | +465,487 | 新進 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 395,093 | $2,477 萬 | 0.7% | +395,093 | 新進 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 1,268,021 | $2,438 萬 | 0.7% | +1,268,021 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 52,119 | $2,331 萬 | 0.7% | +7,000+15.5% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 123,000 | $2,115 萬 | 0.6% | +123,000 | 新進 | 歷史 |
| AQSTAquestive Therapeutics, Inc. | COM | 3,760,099 | $2,102 萬 | 0.6% | +1,569,679+71.7% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,229,445 | $2,061 萬 | 0.6% | −300,000−19.6% | 減碼 | 歷史 |
| ADGMAdagio Medical Holdings, Inc. | COM | 9,876,576 | $1,916 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 148,900 | $1,808 萬 | 0.5% | −49,634−25.0% | 減碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 1,153,468 | $1,691 萬 | 0.5% | −150,000−11.5% | 減碼 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 2,097,236 | $1,432 萬 | 0.4% | +2,097,236 | 新進 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 5,292,556 | $1,313 萬 | 0.4% | +700,000+15.2% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,416,149 | $1,309 萬 | 0.4% | +319,164+29.1% | 加碼 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 403,923 | $1,200 萬 | 0.3% | +403,923 | 新進 | 歷史 |
| OMOutset Medical, Inc. | COM NEW | 833,333 | $1,177 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $1,064 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 1,438,595 | $1,060 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 634,577 | $1,039 萬 | 0.3% | +634,577 | 新進 | 歷史 |
| SEPNSepterna, Inc. | COM | 541,450 | $1,018 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 3,812,797 | $1,003 萬 | 0.3% | +3,812,797 | 新進 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 169,796 | $961.0 萬 | 0.3% | −40,310−19.2% | 減碼 | 歷史 |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,421,568 | $878.3 萬 | 0.3% | −10,725−0.2% | 減碼 | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $872.4 萬 | 0.3% | – | 新進 | – |
| CTNMContineum Therapeutics, Inc. | CL A | 714,592 | $839.6 萬 | 0.2% | +15,106+2.2% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 200,791 | $806.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 1,705,130 | $767.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 292,686 | $715.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IRDOpus Genetics, Inc. | COM | 4,325,000 | $713.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TEMTempus AI, Inc. | CL A | 85,000 | $686.0 萬 | 0.2% | +85,000 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 540,444 | $683.7 萬 | 0.2% | −1,706,946−76.0% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 35,000 | $617.9 萬 | 0.2% | +35,000 | 新進 | 歷史 |
| BBNXBeta Bionics, Inc. | COM | 277,944 | $552.3 萬 | 0.2% | −1,315,664−82.6% | 減碼 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 453,686 | $539.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HTFLHeartflow, Inc. | COM | 150,000 | $504.9 萬 | 0.1% | +150,000 | 新進 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 183,890 | $474.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPGPepGen Inc. | COM | 829,870 | $383.4 萬 | 0.1% | +829,870 | 新進 | 歷史 |
| BLTEBelite Bio, Inc | SPONSORED ADS | 49,788 | $368.4 萬 | 0.1% | +49,788 | 新進 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 583,142 | $330.6 萬 | 0.1% | +83,142+16.6% | 加碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 105,597 | $277.5 萬 | 0.1% | −275,103−72.3% | 減碼 | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 1,178,307 | $261.6 萬 | 0.1% | +1,178,307 | 新進 | 歷史 |
| LONALeonaBio, Inc. | COM | 540,296 | $223.7 萬 | 0.1% | 00.0% | 不變依 1 比 10 拆股換算 | 歷史 |
| TRIBTrinity Biotech PLC | SPONS ADR NEW | 1,790,000 | $186.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 139,667 | $177.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVNOenVVeno Medical Corp | COMMON STOCK | 1,759,035 | $159.4 萬 | <0.1% | +474,069+36.9% | 加碼 | 歷史 |
| LYRALyra Therapeutics, Inc. | COM NEW | 229,382 | $149.8 萬 | <0.1% | −25,768−10.1% | 減碼 | 歷史 |
| QUREuniQure N.V. | SHS | 20,000 | $116.7 萬 | <0.1% | +20,000 | 新進 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 139,835 | $92.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDSXBiodesix Inc | COM | 108,694 | $82.1 萬 | <0.1% | 00.0% | 不變依 1 比 20 拆股換算 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 155,366 | $62.5 萬 | <0.1% | +155,366 | 新進 | 歷史 |
| APYXApyx Medical Corp | COM | 150,000 | $32.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENSCEnsysce Biosciences, Inc. | COM NEW | 86,666 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVMDWRevolution Medicines, Inc. | *W EXP 12/17/202 | 250,000 | $7.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 166,666 | $2,967 | <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 |
|---|---|---|---|
| SPRYARS Pharmaceuticals, Inc. | COM | $201.0 萬 | – |
2025 年第 2 季之後清倉（9 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SLNOSoleno Therapeutics Inc | COM | 430,439 | $3,606 萬 | 1.4% | 歷史 |
| EOLSEvolus, Inc. | COM | 2,474,843 | $2,279 萬 | 0.9% | 歷史 |
| PODDInsulet Corp | Stock | 60,387 | $1,897 萬 | 0.7% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 100,000 | $1,517 萬 | 0.6% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 270,000 | $981.7 萬 | 0.4% | 歷史 |
| GMEDGlobus Medical Inc | Stock | 88,500 | $522.3 萬 | 0.2% | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 398,000 | $422.7 萬 | 0.2% | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 68,192 | $88.2 萬 | <0.1% | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 55,227 | $26.3 萬 | <0.1% | 歷史 |