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PERCEPTIVE ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PERCEPTIVE ADVISORS LLC

报告期 2026-03-31 · CIK 0001224962

持仓数

94

前50大市值合计

$4.76B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

PRAX PRAXIS PRECISION MEDICINES I

COM NEW

$656.0M

2,035,986

13.8%

CELC CELCUITY INC

COM

$356.9M

3,127,200

7.5%

— ASCENDIS PHARMA A/S

SPONSORED ADR

$350.3M

1,531,421

7.4%

— ROIVANT SCIENCES LTD

SHS

$229.5M

8,285,461

4.8%

— CENTESSA PHARMACEUTICALS PLC

SPONSORED ADS

$208.9M

5,258,903

4.4%

RYTM RHYTHM PHARMACEUTICALS INC

COM

$206.4M

2,373,795

4.3%

SYRE SPYRE THERAPEUTICS INC

COM NEW

$190.8M

3,783,225

4.0%

NUVL NUVALENT INC

COM

$161.9M

1,580,505

3.4%

EWTX EDGEWISE THERAPEUTICS INC

COM

$139.4M

4,423,974

2.9%

PTGX PROTAGONIST THERAPEUTICS INC

COM

$129.7M

1,230,879

2.7%

APGE APOGEE THERAPEUTICS INC

COM

$129.7M

1,540,384

2.7%

TVTX TRAVERE THERAPEUTICS INC

COM

$123.1M

4,142,551

2.6%

AMLX AMYLYX PHARMACEUTICALS INC

COM

$115.2M

8,284,882

2.4%

— IMMATICS N.V

SHS

$102.2M

10,383,456

2.1%

RLAY RELAY THERAPEUTICS INC

COM

$97.0M

9,751,141

2.0%

INBX INHIBRX BIOSCIENCES INC

COM

$97.0M

1,442,707

2.0%

— MEIRAGTX HLDGS PLC

COM

$89.3M

10,326,103

1.9%

ZYME ZYMEWORKS INC

COM

$87.9M

3,510,078

1.8%

SLDB SOLID BIOSCIENCES INC

COM NEW

$85.7M

11,906,646

1.8%

DYN DYNE THERAPEUTICS INC

COM

$84.6M

4,668,839

1.8%

BCRX BIOCRYST PHARMACEUTICALS INC

COM

$70.8M

7,434,033

1.5%

ORKA ORUKA THERAPEUTICS INC

COM

$68.4M

1,395,501

1.4%

AORT ARTIVION INC

COM

$60.0M

1,637,290

1.3%

NRIX NURIX THERAPEUTICS INC

COM

$57.5M

3,710,877

1.2%

MRNA MODERNA INC

COM · 认沽

$50.8M

1,000,000

1.1%

NAUT NAUTILUS BIOTECHNOLOGY INC

COM

$48.9M

12,594,211

1.0%

CTMX CYTOMX THERAPEUTICS INC.

COM

$47.5M

10,098,824

1.0%

ANRO ALTO NEUROSCIENCE INC

COM SHS

$45.2M

2,009,893

0.9%

— ENGENE HOLDINGS INC

COM

$39.7M

5,827,506

0.8%

IMVT IMMUNOVANT INC

COM

$39.7M

1,597,383

0.8%

ISRG INTUITIVE SURGICAL INC

COM NEW

$39.4M

85,419

0.8%

IONS IONIS PHARMACEUTICALS INC

COM

$37.8M

504,000

0.8%

— DAY ONE BIOPHARMACEUTICALS I

COM

$37.6M

1,755,799

0.8%

ABVX ABIVAX SA

SPONSORED ADS

$36.6M

328,884

0.8%

CRVS CORVUS PHARMACEUTICALS INC

COM

$33.5M

2,292,441

0.7%

RGEN REPLIGEN CORP

COM

$33.1M

280,541

0.7%

— JAZZ PHARMACEUTICALS PLC

SHS USD

$32.1M

170,000

0.7%

DMRA DAMORA THERAPEUTICS INC

COM NEW

$31.7M

1,223,000

0.7%

XFOR X4 PHARMACEUTICALS INC

COM NEW

$27.8M

6,737,648

0.6%

GH GUARDANT HEALTH INC

COM

$27.7M

300,000

0.6%

DRUG BRIGHT MINDS BIOSCIENCES INC

COM NEW

$27.5M

377,544

0.6%

IVVD INVIVYD INC

COM

$27.1M

20,859,303

0.6%

SION SIONNA THERAPEUTICS INC

COM

$26.4M

658,439

0.6%

AXSM AXSOME THERAPEUTICS INC.

COM

$25.3M

149,950

0.5%

RVMD REVOLUTION MEDICINES INC

COM

$25.1M

258,600

0.5%

SABS SAB BIOTHERAPEUTICS INC

COM NEW

$24.6M

6,431,743

0.5%

BLTE BELITE BIO INC

SPONSORED ADS

$24.2M

151,979

0.5%

TENX TENAX THERAPEUTICS INC

COM NEW

$23.2M

1,447,782

0.5%

AXGN AXOGEN INC

COM

$23.1M

697,312

0.5%

VRDN VIRIDIAN THERAPEUTICS INC

COM

$22.9M

1,170,829

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

PRAX13.8%CELC7.5%ASCENDIS PHARMA A/S7.4%ROIVANT SCIENCES LTD4.8%CENTESSA PHARMACEUTICALS PLC4.4%RYTM4.3%