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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
$4.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 72 项
建仓 12
增持 24
减持 26
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IMVT
IMMUNOVANT INC
+$98.6M
3,814,691
+51%
增持
—
SOLENO THERAPEUTICS INC
+$81.3M
3,074,542
+39%
减持
—
APELLIS PHARMACEUTICALS INC
-$73.9M
100,000
-88%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
REATA PHARMACEUTICALS INC
-$68.3M
0
-100%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
-$55.9M
2,688,873
-45%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$51.8M
124,637
-59%
清仓
VIR
VIR BIOTECHNOLOGY INC
-$48.0M
0
-100%
增持
ARGX
ARGENX SE
+$47.1M
150,600
+118%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$44.4M
11,962,938
-15%
建仓
APGE
APOGEE THERAPEUTICS INC
+$38.9M
1,827,901
建仓
RVMD
REVOLUTION MEDICINES INC
+$36.6M
1,321,795
减持
TMCI
TREACE MED CONCEPTS INC
-$32.7M
1,834,060
-17%
减持
—
VERONA PHARMA PLC
-$28.3M
4,007,197
-18%
建仓
TNGX
TANGO THERAPEUTICS INC
+$27.2M
2,418,968
清仓
ILMN
ILLUMINA INC
-$27.2M
0
-100%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$26.7M
1,011,205
-43%
清仓
—
MIRATI THERAPEUTICS INC
-$26.7M
0
-100%
减持
XENE
XENON PHARMACEUTICALS INC
-$26.0M
617,500
-50%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
-$23.0M
1,054,273
-28%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$22.8M
0
-100%
增持
NUVL
NUVALENT INC
+$20.7M
2,463,451
+12%
增持
—
CYMABAY THERAPEUTICS INC
+$19.4M
4,043,191
+8%
减持
ADMA
ADMA BIOLOGICS INC
-$18.9M
6,984,319
-41%
建仓
—
RAYZEBIO INC
+$17.2M
776,805
增持
SRPT
SAREPTA THERAPEUTICS INC
+$16.0M
282,720
+249%
增持
—
INHIBRX INC
-$16.0M
4,256,104
+17%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$15.6M
0
-100%
减持
—
ESTABLISHMENT LABS HLDGS INC
-$15.5M
277,683
-35%
减持
—
ARCELLX INC
+$15.3M
3,965,978
-1%
增持
AXSM
AXSOME THERAPEUTICS INC
+$14.2M
481,649
+77%
建仓
EOLS
EVOLUS INC
+$13.6M
1,485,801
增持
—
ROIVANT SCIENCES LTD
+$13.0M
3,819,456
+22%
减持
—
OUTSET MED INC
-$12.5M
661,977
-27%
减持
PCVX
VAXCYTE INC
-$12.2M
1,342,751
-17%
增持
—
BIOHAVEN LTD
+$11.9M
751,820
+134%
减持
ZYME
ZYMEWORKS INC
-$11.7M
1,446,123
-40%
减持
—
RAPT THERAPEUTICS INC
-$10.9M
1,920,658
-16%
增持
—
AMICUS THERAPEUTICS INC
-$10.7M
27,692,917
+0%
减持
NTRA
NATERA INC
-$10.1M
218,178
-46%
增持
IRON
DISC MEDICINE INC
+$9.1M
895,641
+21%
减持
AXGN
AXOGEN INC
-$9.0M
875,898
-40%
减持
COGT
COGENT BIOSCIENCES INC
-$9.0M
2,309,470
-13%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$8.7M
380,828
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$8.5M
159,242
+59%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$7.9M
1,517,467
+30%
减持
VKTX
VIKING THERAPEUTICS INC
-$6.9M
300,000
-32%
增持
OBIO
ORCHESTRA BIOMED HLDGS INC
+$6.8M
2,432,089
+18%
清仓
—
IVERIC BIO INC
-$6.6M
0
-100%
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$5.7M
672,042
+12%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$5.2M
1,520,416
-1%
增持
TCMD
TACTILE SYS TECHNOLOGY INC
-$5.1M
707,159
+17%
增持
—
MEDTRONIC PLC
+$4.9M
587,000
+26%
减持
—
PROTHENA CORP PLC
-$4.6M
165,615
-10%
建仓
NVAX
NOVAVAX INC
+$3.8M
1,300,000
增持
—
CAREMAX INC
-$3.8M
3,823,557
+0%
增持
—
AKERO THERAPEUTICS INC
-$3.2M
2,419,425
+25%
清仓
QTRX
QUANTERIX CORP
-$2.9M
0
-100%
减持
CABA
CABALETTA BIO INC
-$2.7M
1,132,491
-27%
建仓
EYPT
EYEPOINT PHARMACEUTICALS INC
+$2.5M
750,000
减持
CRNX
CRINETICS PHARMACEUTICALS IN
+$2.5M
1,263,732
-35%
增持
TVTX
TRAVERE THERAPEUTICS INC
+$2.2M
400,000
+341%
建仓
—
FORTE BIOSCIENCES INC
+$2.2M
3,265,359
增持
—
POINT BIOPHARMA GLOBAL INC
+$2.0M
800,000
+60%
减持
CYPH
LEAP THERAPEUTICS INC
-$1.8M
44,971
-92%
建仓
—
89BIO INC
+$1.6M
400,000
建仓
ACRS
ACLARIS THERAPEUTICS INC
+$1.4M
500,000
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$1.3M
996,306
+12%
建仓
SYRE
AEGLEA BIOTHERAPEUTICS INC
+$993.7K
81,116
增持
—
VERU INC
+$676.7K
1,089,878
+1113%
减持
NBTX
NANOBIOTIX
-$516.4K
555,066
-48%
清仓
XBI
SPDR SER TR
-$137.5K
0
-100%
清仓
—
BIOXCEL THERAPEUTICS INC
-$11.0K
0
-100%