Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 112
- 較 2025 年第 3 季 +21
- 總值
- $54.6 億
- 較 2025 年第 3 季 +$20.0 億 (+57.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,995,986 | $5.88 億 | 10.8% | +431,432+27.6% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 3,160,200 | $3.15 億 | 5.8% | +203,881+6.9% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 2,546,391 | $2.73 億 | 5.0% | +107,422+4.4% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,081,421 | $2.31 億 | 4.2% | −7,080−0.7% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 2,330,651 | $1.76 億 | 3.2% | +978,662+72.4% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 7,985,461 | $1.73 億 | 3.2% | +617,000+8.4% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,665,105 | $1.67 億 | 3.1% | +102,769+6.6% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 4,278,180 | $1.63 億 | 3.0% | +483,565+12.7% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 1,200,487 | $1.22 億 | 2.2% | +735,000+157.9% | 加碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 1,350,425 | $1.18 億 | 2.2% | +320,291+31.1% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 1,452,707 | $1.15 億 | 2.1% | +125,000+9.4% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 4,457,974 | $1.11 億 | 2.0% | +662,080+17.4% | 加碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 10,383,456 | $1.09 億 | 2.0% | +1,000,000+10.7% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 3,069,225 | $1.01 億 | 1.8% | +1,839,780+149.6% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 8,284,882 | $1.00 億 | 1.8% | −667,483−7.5% | 減碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 1,466,071 | $9,559 萬 | 1.8% | −1,002,282−40.6% | 減碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 3,042,703 | $9,469 萬 | 1.7% | +1,580,303+108.1% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 979,000 | $9,335 萬 | 1.7% | +669,000+215.8% | 加碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 6,370,851 | $9,072 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 3,261,850 | $8,588 萬 | 1.6% | +1,171,187+56.0% | 加碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 6,485,420 | $8,489 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 10,326,103 | $8,209 萬 | 1.5% | −2,300,000−18.2% | 減碼 | 歷史 |
| AORTArtivion, Inc. | COM | 1,722,290 | $7,855 萬 | 1.4% | −297,710−14.7% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 2,917,634 | $7,297 萬 | 1.3% | −183,268−5.9% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 3,478,944 | $6,805 萬 | 1.2% | +2,938,500+543.7% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,555,877 | $6,745 萬 | 1.2% | +2,139,728+151.1% | 加碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 11,833,539 | $6,674 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BLTEBelite Bio, Inc | SPONSORED ADS | 414,239 | $6,626 萬 | 1.2% | +364,451+732.0% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 458,343 | $6,181 萬 | 1.1% | +69,735+17.9% | 加碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 21,785,166 | $5,381 萬 | 1.0% | +21,785,166 | 新進 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 5,869,076 | $5,300 萬 | 1.0% | +3,771,840+179.8% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 315,541 | $5,170 萬 | 0.9% | +45,113+16.7% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,994,890 | $5,071 萬 | 0.9% | +407,000+25.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 87,919 | $4,979 萬 | 0.9% | +35,800+68.7% | 加碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 1,179,098 | $4,851 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 331,050 | $4,695 萬 | 0.9% | −119,000−26.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 200,000 | $4,578 萬 | 0.8% | +200,000 | 新進 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 1,476,501 | $4,475 萬 | 0.8% | +208,480+16.4% | 加碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 9,680,185 | $4,124 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| OMDAOmada Health, Inc. | COM | 2,396,330 | $3,781 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 165,131 | $3,648 萬 | 0.7% | +165,131 | 新進 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 450,743 | $3,579 萬 | 0.7% | +450,743 | 新進 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 449,290 | $3,506 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PENPenumbra Inc | COM | 110,529 | $3,436 萬 | 0.6% | −110,018−49.9% | 減碼 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 1,784,393 | $3,176 萬 | 0.6% | +1,629,027+1,048.5% | 加碼 | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 1,136,206 | $3,065 萬 | 0.6% | +38,043+3.5% | 加碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 170,000 | $2,890 萬 | 0.5% | +170,000 | 新進 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 12,050,000 | $2,832 萬 | 0.5% | +12,050,000 | 新進 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 825,890 | $2,797 萬 | 0.5% | +642,000+349.1% | 加碼 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 266,287 | $2,787 萬 | 0.5% | −128,806−32.6% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 148,900 | $2,720 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AXGNAxogen, Inc. | COM | 784,140 | $2,566 萬 | 0.5% | +784,140 | 新進 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 6,314,452 | $2,526 萬 | 0.5% | +6,314,452 | 新進 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 3,162,529 | $2,467 萬 | 0.5% | +3,162,529 | 新進 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $2,456 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 848,900 | $2,374 萬 | 0.4% | +214,323+33.8% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 124,000 | $2,182 萬 | 0.4% | +124,000 | 新進 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 4,185,632 | $2,168 萬 | 0.4% | −1,036,679−19.9% | 減碼 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 5,127,256 | $2,128 萬 | 0.4% | −165,300−3.1% | 減碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 259,545 | $2,050 萬 | 0.4% | +259,545 | 新進 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 673,923 | $2,045 萬 | 0.4% | +270,000+66.8% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 237,342 | $2,031 萬 | 0.4% | +237,342 | 新進 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 108,000 | $1,916 萬 | 0.4% | −15,000−12.2% | 減碼 | 歷史 |
| BBNXBeta Bionics, Inc. | COM | 602,944 | $1,837 萬 | 0.3% | +325,000+116.9% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 220,000 | $1,746 萬 | 0.3% | +220,000 | 新進 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 1,464,592 | $1,674 萬 | 0.3% | +750,000+105.0% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 160,000 | $1,634 萬 | 0.3% | +160,000 | 新進 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 883,468 | $1,611 萬 | 0.3% | −270,000−23.4% | 減碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,903,245 | $1,610 萬 | 0.3% | +1,903,245 | 新進 | 歷史 |
| GKOSGLAUKOS Corp | COM | 140,000 | $1,581 萬 | 0.3% | +140,000 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 225,758 | $1,498 萬 | 0.3% | +225,758 | 新進 | 歷史 |
| SVRASavara Inc | COM | 2,400,000 | $1,447 萬 | 0.3% | +2,400,000 | 新進 | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $1,410 萬 | 0.3% | – | – | – |
| LONALeonaBio, Inc. | COM | 1,859,322 | $1,408 萬 | 0.3% | +1,319,026+244.1% | 加碼 | 歷史 |
| SEPNSepterna, Inc. | COM | 433,160 | $1,208 萬 | 0.2% | −108,290−20.0% | 減碼 | 歷史 |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,421,568 | $1,111 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADGMAdagio Medical Holdings, Inc. | COM | 9,876,576 | $1,027 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OCSOculis Holding AG | ORDINARY SHARES | 493,827 | $986.2 萬 | 0.2% | +493,827 | 新進 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 3,139,669 | $973.3 萬 | 0.2% | −673,128−17.7% | 減碼 | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 550,000 | $966.1 萬 | 0.2% | +550,000 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 200,791 | $899.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IRDOpus Genetics, Inc. | COM | 4,325,000 | $869.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 1,675,476 | $836.1 萬 | 0.2% | −29,654−1.7% | 減碼 | 歷史 |
| KMTSKestra Medical Technologies, Ltd. | SHS | 285,000 | $755.8 萬 | 0.1% | +285,000 | 新進 | 歷史 |
| BLLNBillionToOne, Inc. | CL A | 72,812 | $595.9 萬 | 0.1% | +72,812 | 新進 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 69,935 | $544.2 萬 | 0.1% | −99,861−58.8% | 減碼 | 歷史 |
| PEPGPepGen Inc. | COM | 829,870 | $540.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 453,686 | $538.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 439,142 | $535.3 萬 | 0.1% | +439,142 | 新進 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 692,441 | $533.2 萬 | 0.1% | −746,154−51.9% | 減碼 | 歷史 |
| AQSTAquestive Therapeutics, Inc. | COM | 747,193 | $482.7 萬 | 0.1% | −3,012,906−80.1% | 減碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 513,035 | $454.5 萬 | 0.1% | +513,035 | 新進 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 17,500 | $431.4 萬 | 0.1% | −17,500−50.0% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 121,082 | $430.1 萬 | 0.1% | +121,082 | 新進 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 165,713 | $414.3 萬 | 0.1% | +165,713 | 新進 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 202,400 | $361.9 萬 | 0.1% | +202,400 | 新進 | 歷史 |
| OMOutset Medical, Inc. | COM NEW | 833,333 | $309.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 803,210 | $300.4 萬 | 0.1% | +803,210 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 139,667 | $253.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNTBConnect Biopharma Holdings Ltd | SHS | 792,696 | $223.5 萬 | <0.1% | +792,696 | 新進 | 歷史 |
選擇權（4 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。
2025 年第 3 季之後清倉（14 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRUSMerus N.V. | COM | 1,353,093 | $1.27 億 | 3.7% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 702,130 | $1.01 億 | 2.9% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 524,088 | $5,593 萬 | 1.6% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,135,766 | $5,393 萬 | 1.6% | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 292,686 | $715.3 萬 | 0.2% | 歷史 |
| TEMTempus AI, Inc. | CL A | 85,000 | $686.0 萬 | 0.2% | 歷史 |
| HTFLHeartflow, Inc. | COM | 150,000 | $504.9 萬 | 0.1% | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 583,142 | $330.6 萬 | 0.1% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 105,597 | $277.5 萬 | 0.1% | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 1,178,307 | $261.6 萬 | 0.1% | 歷史 |
| TRIBTrinity Biotech PLC | SPONS ADR NEW | 1,790,000 | $186.2 萬 | 0.1% | 歷史 |
| LYRALyra Therapeutics, Inc. | COM NEW | 229,382 | $149.8 萬 | <0.1% | 歷史 |
| QUREuniQure N.V. | SHS | 20,000 | $116.7 萬 | <0.1% | 歷史 |
| APYXApyx Medical Corp | COM | 150,000 | $32.1 萬 | <0.1% | 歷史 |