Perceptive Advisors LLC
- SEC CIK
- 0001224962
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 102
- 較 2026 年第 1 季 +10
- 總值
- $64.4 億
- 較 2026 年第 1 季 +$13.8 億 (+27.2%)
| 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 | $6.82 億 | 10.6% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 4,319,496 | $3.83 億 | 6.0% | +536,271+14.2% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 3,197,200 | $3.34 億 | 5.2% | +70,000+2.2% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | ORD SHS | 1,163,721 | $3.10 億 | 4.8% | −367,700−24.0% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 2,586,295 | $2.87 億 | 4.5% | +212,500+9.0% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 8,085,461 | $2.86 億 | 4.4% | −200,000−2.4% | 減碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 14,106,187 | $2.64 億 | 4.1% | +4,355,046+44.7% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 3,752,574 | $2.13 億 | 3.3% | −389,977−9.4% | 減碼 | 歷史 |
| KARDKardigan, Inc. | COM | 8,200,662 | $1.96 億 | 3.0% | +8,200,662 | 新進 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,580,505 | $1.95 億 | 3.0% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 4,373,974 | $1.78 億 | 2.8% | −50,000−1.1% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 1,308,113 | $1.74 億 | 2.7% | −232,271−15.1% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 8,334,882 | $1.50 億 | 2.3% | +50,000+0.6% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 10,786,658 | $1.46 億 | 2.3% | +460,555+4.5% | 加碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 1,345,063 | $1.28 億 | 2.0% | −50,438−3.6% | 減碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 1,297,763 | $1.23 億 | 1.9% | −144,944−10.0% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 981,879 | $1.20 億 | 1.9% | −249,000−20.2% | 減碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 11,906,646 | $1.19 億 | 1.8% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 4,182,953 | $1.09 億 | 1.7% | +672,875+19.2% | 加碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 3,377,000 | $1.06 億 | 1.6% | +2,568,847+317.9% | 加碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 10,383,456 | $1.05 億 | 1.6% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 4,320,422 | $1.05 億 | 1.6% | +609,545+16.4% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 10,308,888 | $1.03 億 | 1.6% | +2,874,855+38.7% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 527,600 | $9,881 萬 | 1.5% | +269,000+104.0% | 加碼 | 歷史 |
| AVLNAvalyn Pharma Inc. | COM SHS | 2,675,296 | $8,807 萬 | 1.4% | +2,675,296 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 2,689,235 | $5,973 萬 | 0.9% | −1,979,604−42.4% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 276,173 | $5,967 萬 | 0.9% | +276,173 | 新進 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,357,383 | $5,230 萬 | 0.8% | −240,000−15.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 116,806 | $4,855 萬 | 0.8% | +116,806 | 新進 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 566,000 | $4,488 萬 | 0.7% | +62,000+12.3% | 加碼 | 歷史 |
| STROSutro Biopharma, Inc. | COM SHS | 1,304,846 | $4,332 萬 | 0.7% | +589,539+82.4% | 加碼 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 1,609,893 | $4,249 萬 | 0.7% | −400,000−19.9% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 170,000 | $4,096 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 2,667,441 | $3,985 萬 | 0.6% | +375,000+16.4% | 加碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 905,000 | $3,981 萬 | 0.6% | +246,561+37.4% | 加碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 10,439,185 | $3,915 萬 | 0.6% | +340,361+3.4% | 加碼 | 歷史 |
| AORTArtivion, Inc. | COM | 1,737,290 | $3,904 萬 | 0.6% | +100,000+6.1% | 加碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 7,933,491 | $3,705 萬 | 0.6% | +1,195,843+17.7% | 加碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 398,385 | $3,464 萬 | 0.5% | +348,385+696.8% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 248,212 | $3,387 萬 | 0.5% | −32,329−11.5% | 減碼 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 3,425,476 | $3,374 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 773,342 | $3,223 萬 | 0.5% | +99,419+14.8% | 加碼 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM NEW | 1,223,000 | $3,181 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 140,000 | $3,175 萬 | 0.5% | +140,000 | 新進 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 118,450 | $2,899 萬 | 0.5% | −31,500−21.0% | 減碼 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,653,350 | $2,711 萬 | 0.4% | +688,959+71.4% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 223,766 | $2,662 萬 | 0.4% | +118,740+113.1% | 加碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 1,217,325 | $2,611 萬 | 0.4% | +1,064,825+698.2% | 加碼 | 歷史 |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 6,627,501 | $2,585 萬 | 0.4% | +195,758+3.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 130,000 | $2,476 萬 | 0.4% | +130,000 | 新進 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 1,700,000 | $2,474 萬 | 0.4% | +252,218+17.4% | 加碼 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 11,634,211 | $2,176 萬 | 0.3% | −960,000−7.6% | 減碼 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 5,037,906 | $2,174 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 51,884 | $2,063 萬 | 0.3% | −33,535−39.3% | 減碼 | 歷史 |
| ANLAdlai Nortye Group Ltd. | ADS | 1,793,190 | $2,062 萬 | 0.3% | +1,793,190 | 新進 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 1,255,592 | $2,058 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVCTNuvectis Pharma, Inc. | COM | 1,000,000 | $1,839 萬 | 0.3% | +1,000,000 | 新進 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 8,425,065 | $1,761 萬 | 0.3% | −503,084−5.6% | 減碼 | 歷史 |
| OMDAOmada Health, Inc. | COM | 786,330 | $1,726 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 1,859,322 | $1,709 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EOLSEvolus, Inc. | COM | 2,459,285 | $1,707 萬 | 0.3% | +1,172,423+91.1% | 加碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 18,490,636 | $1,613 萬 | 0.3% | −2,368,667−11.4% | 減碼 | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $1,463 萬 | 0.2% | – | – | – |
| MIRMMirum Pharmaceuticals, Inc. | COM | 115,391 | $1,351 萬 | 0.2% | +115,391 | 新進 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 503,985 | $1,308 萬 | 0.2% | +274,592+119.7% | 加碼 | 歷史 |
| BBNXBeta Bionics, Inc. | COM | 832,944 | $1,305 萬 | 0.2% | −10,000−1.2% | 減碼 | 歷史 |
| AXGNAxogen, Inc. | COM | 247,312 | $1,142 萬 | 0.2% | −450,000−64.5% | 減碼 | 歷史 |
| OSCROscar Health, Inc. | CL A | 400,000 | $1,141 萬 | 0.2% | +400,000 | 新進 | 歷史 |
| OCSOculis Holding AG | ORDINARY SHARES | 808,827 | $1,122 萬 | 0.2% | +315,000+63.8% | 加碼 | 歷史 |
| SPTXSeaport Therapeutics, Inc. | COMMON STOCK | 500,000 | $1,086 萬 | 0.2% | +500,000 | 新進 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 581,980 | $1,069 萬 | 0.2% | −588,849−50.3% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 250,000 | $1,067 萬 | 0.2% | +250,000 | 新進 | 歷史 |
| BLLNBillionToOne, Inc. | CL A | 86,812 | $1,042 萬 | 0.2% | −5,000−5.4% | 減碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 74,000 | $986.1 萬 | 0.2% | −254,884−77.5% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 34,689 | $941.6 萬 | 0.1% | +34,689 | 新進 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 4,822,169 | $834.2 萬 | 0.1% | −1,005,337−17.3% | 減碼 | 歷史 |
| RACCResearch Alliance Corp III | ORD SHS CL A | 750,000 | $802.5 萬 | 0.1% | +750,000 | 新進 | 歷史 |
| AGMBAgomAb Therapeutics NV | SPONSORED ADS | 600,000 | $778.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 426,478 | $776.6 萬 | 0.1% | +426,478 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 168,000 | $773.8 萬 | 0.1% | +168,000 | 新進 | 歷史 |
| MOBIMobia Medical, Inc. | COMMON STOCK | 523,654 | $701.7 萬 | 0.1% | +523,654 | 新進 | 歷史 |
| ADGMAdagio Medical Holdings, Inc. | COM | 9,876,586 | $644.0 萬 | 0.1% | +100.0% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 41,327 | $620.0 萬 | 0.1% | −258,673−86.2% | 減碼 | 歷史 |
| PHATPhathom Pharmaceuticals, Inc. | COM | 532,000 | $577.2 萬 | 0.1% | −393,000−42.5% | 減碼 | 歷史 |
| OTLKOutlook Therapeutics, Inc. | Stock | 3,139,216 | $499.1 萬 | 0.1% | +3,139,216 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 121,082 | $468.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EDSAEdesa Biotech, Inc. | COM NEW | 563,239 | $457.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 219,813 | $406.2 萬 | 0.1% | +80,146+57.4% | 加碼 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 36,812 | $378.7 萬 | 0.1% | −113,188−75.5% | 減碼 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 206,942 | $372.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 467,013 | $369.9 萬 | 0.1% | +467,013 | 新進 | 歷史 |
| OMOutset Medical, Inc. | COM NEW | 833,333 | $360.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDSXBiodesix Inc | COM | 108,694 | $245.1 萬 | <0.1% | +108,694 | 新進 | 歷史 |
| RVMDWRevolution Medicines, Inc. | *W EXP 12/17/202 | 250,000 | $234.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNTBConnect Biopharma Holdings Ltd | SHS | 792,696 | $188.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KPRXKiora Pharmaceuticals Inc | COM | 438,471 | $115.3 萬 | <0.1% | +438,471 | 新進 | 歷史 |
| MDLNMedline Inc. | COM CL A | 28,000 | $110.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 113,765 | $95.2 萬 | <0.1% | −353,468−75.7% | 減碼 | 歷史 |
| CPIXCumberland Pharmaceuticals Inc | COM | 96,982 | $62.8 萬 | <0.1% | −99,996−50.8% | 減碼 | 歷史 |
| XGNExagen Inc. | COM | 114,893 | $53.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（6 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 |
|---|---|---|---|
| MRNAModerna, Inc. | Stock | $7,003 萬 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $4,748 萬 | – |
| CAPRCapricor Therapeutics, Inc. | COM NEW | $1,204 萬 | $2,408 萬 |
| EYPTEyePoint, Inc. | COM NEW | $2,860 萬 | – |
| SLSSELLAS Life Sciences Group, Inc. | COM NEW | $2,214 萬 | – |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | $1,695 萬 | – |
2026 年第 1 季之後清倉（11 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 5,258,903 | $2.09 億 | 4.1% | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,755,799 | $3,764 萬 | 0.7% | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 377,544 | $2,755 萬 | 0.5% | 歷史 |
| BLTEBelite Bio, Inc | SPONSORED ADS | 151,979 | $2,423 萬 | 0.5% | 歷史 |
| EVMNEvommune, Inc. | COM SHS | 448,350 | $1,031 萬 | 0.2% | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 5,104,097 | $995.3 萬 | 0.2% | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 65,050 | $857.0 萬 | 0.2% | 歷史 |
| IRDOpus Genetics, Inc. | COM | 1,835,842 | $835.3 萬 | 0.2% | 歷史 |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 2,315,000 | $388.9 萬 | 0.1% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 80,956 | $325.7 萬 | 0.1% | 歷史 |
| PTNPalatin Technologies Inc | COM NEW | 61,945 | $107.9 萬 | <0.1% | 歷史 |