Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/29 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 92
- 較 2025 年第 4 季 −20
- 總值
- $50.6 億
- 較 2025 年第 4 季 −$3.96 億 (−7.3%)
| 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 | 2,035,986 | $6.56 億 | 13.0% | +40,000+2.0% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 3,127,200 | $3.57 億 | 7.1% | −33,000−1.0% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,531,421 | $3.50 億 | 6.9% | +450,000+41.6% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 8,285,461 | $2.30 億 | 4.5% | +300,000+3.8% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 5,258,903 | $2.09 億 | 4.1% | +2,341,269+80.2% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 2,373,795 | $2.06 億 | 4.1% | −172,596−6.8% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 3,783,225 | $1.91 億 | 3.8% | +714,000+23.3% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,580,505 | $1.62 億 | 3.2% | −84,600−5.1% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 4,423,974 | $1.39 億 | 2.8% | −34,000−0.8% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 1,230,879 | $1.30 億 | 2.6% | −119,546−8.9% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 1,540,384 | $1.30 億 | 2.6% | −790,267−33.9% | 減碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 4,142,551 | $1.23 億 | 2.4% | −135,629−3.2% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 8,284,882 | $1.15 億 | 2.3% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 10,383,456 | $1.02 億 | 2.0% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 9,751,141 | $9,702 萬 | 1.9% | +7,847,896+412.3% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 1,442,707 | $9,699 萬 | 1.9% | −10,000−0.7% | 減碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 10,326,103 | $8,931 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 3,510,078 | $8,789 萬 | 1.7% | +248,228+7.6% | 加碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 11,906,646 | $8,573 萬 | 1.7% | +73,107+0.6% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 4,668,839 | $8,465 萬 | 1.7% | +1,189,895+34.2% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 7,434,033 | $7,077 萬 | 1.4% | +4,271,504+135.1% | 加碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 1,395,501 | $6,845 萬 | 1.4% | −81,000−5.5% | 減碼 | 歷史 |
| AORTArtivion, Inc. | COM | 1,637,290 | $5,996 萬 | 1.2% | −85,000−4.9% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,710,877 | $5,752 萬 | 1.1% | +155,000+4.4% | 加碼 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $4,887 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 10,098,824 | $4,746 萬 | 0.9% | +418,639+4.3% | 加碼 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 2,009,893 | $4,518 萬 | 0.9% | +225,500+12.6% | 加碼 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 5,827,506 | $3,969 萬 | 0.8% | −41,570−0.7% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,597,383 | $3,968 萬 | 0.8% | −397,507−19.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 85,419 | $3,938 萬 | 0.8% | −2,500−2.8% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 504,000 | $3,785 萬 | 0.7% | +504,000 | 新進 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,755,799 | $3,764 萬 | 0.7% | +1,755,799 | 新進 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 328,884 | $3,662 萬 | 0.7% | −129,459−28.2% | 減碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 2,292,441 | $3,354 萬 | 0.7% | +1,600,000+231.1% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 280,541 | $3,305 萬 | 0.7% | −35,000−11.1% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 170,000 | $3,214 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM NEW | 1,223,000 | $3,168 萬 | 0.6% | +1,223,000 | 新進 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 6,737,648 | $2,783 萬 | 0.5% | +423,196+6.7% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 300,000 | $2,771 萬 | 0.5% | +140,000+87.5% | 加碼 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 377,544 | $2,755 萬 | 0.5% | −71,746−16.0% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 20,859,303 | $2,712 萬 | 0.5% | −925,863−4.2% | 減碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 658,439 | $2,640 萬 | 0.5% | −520,659−44.2% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 149,950 | $2,534 萬 | 0.5% | +1,050+0.7% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 258,600 | $2,515 萬 | 0.5% | +258,600 | 新進 | 歷史 |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 6,431,743 | $2,463 萬 | 0.5% | +5,628,533+700.8% | 加碼 | 歷史 |
| BLTEBelite Bio, Inc | SPONSORED ADS | 151,979 | $2,423 萬 | 0.5% | −262,260−63.3% | 減碼 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 1,447,782 | $2,315 萬 | 0.5% | +1,008,640+229.7% | 加碼 | 歷史 |
| AXGNAxogen, Inc. | COM | 697,312 | $2,310 萬 | 0.5% | −86,828−11.1% | 減碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,170,829 | $2,290 萬 | 0.5% | −1,871,874−61.5% | 減碼 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 5,037,906 | $2,141 萬 | 0.4% | −89,350−1.7% | 減碼 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 673,923 | $2,109 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 964,391 | $2,015 萬 | 0.4% | +964,391 | 新進 | 歷史 |
| LONALeonaBio, Inc. | COM | 1,859,322 | $1,911 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 3,425,476 | $1,901 萬 | 0.4% | +1,750,000+104.4% | 加碼 | 歷史 |
| STROSutro Biopharma, Inc. | COM SHS | 715,307 | $1,782 萬 | 0.4% | +715,307 | 新進 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 808,153 | $1,691 萬 | 0.3% | +295,118+57.5% | 加碼 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 1,255,592 | $1,640 萬 | 0.3% | −209,000−14.3% | 減碼 | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $1,588 萬 | 0.3% | – | – | – |
| PALIPalisade Bio, Inc. | COM | 8,928,149 | $1,562 萬 | 0.3% | −3,121,851−25.9% | 減碼 | 歷史 |
| OCSOculis Holding AG | ORDINARY SHARES | 493,827 | $1,313 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 105,026 | $1,240 萬 | 0.2% | −2,974−2.8% | 減碼 | 歷史 |
| ADGMAdagio Medical Holdings, Inc. | COM | 9,876,576 | $1,101 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EVMNEvommune, Inc. | COM SHS | 448,350 | $1,031 萬 | 0.2% | +448,350 | 新進 | 歷史 |
| PHATPhathom Pharmaceuticals, Inc. | COM | 925,000 | $1,028 萬 | 0.2% | +925,000 | 新進 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 5,104,097 | $995.3 萬 | 0.2% | +5,104,097 | 新進 | 歷史 |
| OMDAOmada Health, Inc. | COM | 786,330 | $988.4 萬 | 0.2% | −1,610,000−67.2% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 65,050 | $857.0 萬 | 0.2% | −266,000−80.4% | 減碼 | 歷史 |
| BBNXBeta Bionics, Inc. | COM | 842,944 | $844.6 萬 | 0.2% | +240,000+39.8% | 加碼 | 歷史 |
| IRDOpus Genetics, Inc. | COM | 1,835,842 | $835.3 萬 | 0.2% | −2,489,158−57.6% | 減碼 | 歷史 |
| BLLNBillionToOne, Inc. | CL A | 91,812 | $724.8 萬 | 0.1% | +19,000+26.1% | 加碼 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 150,000 | $712.8 萬 | 0.1% | +150,000 | 新進 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 229,393 | $668.2 萬 | 0.1% | +229,393 | 新進 | 歷史 |
| AGMBAgomAb Therapeutics NV | SPONSORED ADS | 600,000 | $629.4 萬 | 0.1% | +600,000 | 新進 | 歷史 |
| EOLSEvolus, Inc. | COM | 1,286,862 | $528.9 萬 | 0.1% | +1,286,862 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 121,082 | $466.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 467,233 | $421.0 萬 | 0.1% | −416,235−47.1% | 減碼 | 歷史 |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 2,315,000 | $388.9 萬 | 0.1% | −3,106,568−57.3% | 減碼 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 206,942 | $380.2 萬 | 0.1% | −246,744−54.4% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 80,956 | $325.7 萬 | 0.1% | +80,956 | 新進 | 歷史 |
| OMOutset Medical, Inc. | COM NEW | 833,333 | $320.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EDSAEdesa Biotech, Inc. | COM NEW | 563,239 | $294.6 萬 | 0.1% | +563,239 | 新進 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 152,500 | $211.7 萬 | <0.1% | +152,500 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 139,667 | $208.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNTBConnect Biopharma Holdings Ltd | SHS | 792,696 | $207.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 50,000 | $201.6 萬 | <0.1% | +50,000 | 新進 | 歷史 |
| MDLNMedline Inc. | COM CL A | 28,000 | $124.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTNPalatin Technologies Inc | COM NEW | 61,945 | $107.9 萬 | <0.1% | −8,055−11.5% | 減碼 | 歷史 |
| CPIXCumberland Pharmaceuticals Inc | COM | 196,978 | $64.0 萬 | <0.1% | −144,109−42.2% | 減碼 | 歷史 |
| RVMDWRevolution Medicines, Inc. | *W EXP 12/17/202 | 250,000 | $44.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XGNExagen Inc. | COM | 114,893 | $34.5 萬 | <0.1% | +114,893 | 新進 | 歷史 |
| ENSCEnsysce Biosciences, Inc. | COM NEW | 86,666 | $4.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 166,666 | $2,667 | <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。
2025 年第 4 季之後清倉（38 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EXASExact Sciences Corp | COM | 1,200,487 | $1.22 億 | 2.2% | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 1,466,071 | $9,559 萬 | 1.8% | 歷史 |
| BSXBoston Scientific Corp | Stock | 979,000 | $9,335 萬 | 1.7% | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 6,370,851 | $9,072 萬 | 1.7% | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 6,485,420 | $8,489 萬 | 1.6% | 歷史 |
| DHRDanaher Corp | Stock | 200,000 | $4,578 萬 | 0.8% | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 165,131 | $3,648 萬 | 0.7% | 歷史 |
| IRONDisc Medicine, Inc. | COM | 450,743 | $3,579 萬 | 0.7% | 歷史 |
| PENPenumbra Inc | COM | 110,529 | $3,436 萬 | 0.6% | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 1,136,206 | $3,065 萬 | 0.6% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 825,890 | $2,797 萬 | 0.5% | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 266,287 | $2,787 萬 | 0.5% | 歷史 |
| KODKodiak Sciences Inc. | COM | 848,900 | $2,374 萬 | 0.4% | 歷史 |
| BIIBBiogen Inc. | COM | 124,000 | $2,182 萬 | 0.4% | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 4,185,632 | $2,168 萬 | 0.4% | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 259,545 | $2,050 萬 | 0.4% | 歷史 |
| GRALGRAIL, Inc. | COM | 237,342 | $2,031 萬 | 0.4% | 歷史 |
| CVSCVS Health Corp | Stock | 220,000 | $1,746 萬 | 0.3% | 歷史 |
| GKOSGLAUKOS Corp | COM | 140,000 | $1,581 萬 | 0.3% | 歷史 |
| DXCMDexcom Inc | COM | 225,758 | $1,498 萬 | 0.3% | 歷史 |
| SVRASavara Inc | COM | 2,400,000 | $1,447 萬 | 0.3% | 歷史 |
| SEPNSepterna, Inc. | COM | 433,160 | $1,208 萬 | 0.2% | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 3,139,669 | $973.3 萬 | 0.2% | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 550,000 | $966.1 萬 | 0.2% | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 200,791 | $899.9 萬 | 0.2% | 歷史 |
| KMTSKestra Medical Technologies, Ltd. | SHS | 285,000 | $755.8 萬 | 0.1% | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 69,935 | $544.2 萬 | 0.1% | 歷史 |
| PEPGPepGen Inc. | COM | 829,870 | $540.2 萬 | 0.1% | 歷史 |
| AQSTAquestive Therapeutics, Inc. | COM | 747,193 | $482.7 萬 | 0.1% | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 17,500 | $431.4 萬 | 0.1% | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 165,713 | $414.3 萬 | 0.1% | 歷史 |
| SDGRSchrodinger, Inc. | COM | 202,400 | $361.9 萬 | 0.1% | 歷史 |
| IMMXImmix Biopharma, Inc. | COM | 338,941 | $177.3 萬 | <0.1% | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 139,835 | $138.9 萬 | <0.1% | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 50,000 | $80.0 萬 | <0.1% | 歷史 |
| BDSXBiodesix Inc | COM | 108,694 | $73.9 萬 | <0.1% | 歷史 |
| NVNOenVVeno Medical Corp | COMMON STOCK | 1,759,035 | $56.4 萬 | <0.1% | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 152,714 | $41.7 萬 | <0.1% | 歷史 |