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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 89 项
建仓 21
增持 29
减持 22
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
—
CEREVEL THERAPEUTICS HLDNG I
+$244.7M
10,965,193
+9%
增持
—
ARCELLX INC
+$109.9M
4,544,809
+15%
增持
NUVL
NUVALENT INC
+$101.5M
2,917,991
+18%
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。
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$90.3M
2,154,110
+466%
建仓
—
CARGO THERAPEUTICS INC
+$79.6M
3,436,600
清仓
ARGX
ARGENX SE
-$74.0M
0
-100%
减持
—
AKERO THERAPEUTICS INC
-$64.8M
967,775
-60%
增持
—
AMICUS THERAPEUTICS INC
+$61.4M
28,057,456
+1%
增持
SYRE
SPYRE THERAPEUTICS INC
+$55.1M
2,606,679
+3114%
增持
—
BIOHAVEN LTD
+$54.3M
1,725,047
+129%
增持
AXSM
AXSOME THERAPEUTICS INC
+$49.0M
1,038,019
+116%
减持
IMVT
IMMUNOVANT INC
-$48.4M
2,328,082
-39%
减持
ALDX
ALDEYRA THERAPEUTICS INC
-$45.7M
8,593,586
-24%
清仓
—
ROIVANT SCIENCES LTD
-$44.6M
0
-100%
增持
NTRA
NATERA INC
+$43.6M
850,225
+290%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$43.0M
11,979,415
+0%
建仓
ABBV
ABBVIE INC
+$36.9M
238,000
增持
—
SPRINGWORKS THERAPEUTICS INC
+$36.3M
1,957,246
+29%
减持
—
CYMABAY THERAPEUTICS INC
+$34.8M
4,024,400
-0%
增持
—
MEDTRONIC PLC
+$34.5M
976,652
+66%
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$32.6M
0
-100%
增持
—
VERRICA PHARMACEUTICALS INC
+$32.4M
7,099,182
+41%
增持
XENE
XENON PHARMACEUTICALS INC
+$29.6M
1,100,748
+78%
减持
—
RAYZEBIO INC
+$29.0M
744,056
-4%
增持
CABA
CABALETTA BIO INC
+$28.2M
2,003,058
+77%
增持
EOLS
EVOLUS INC
+$28.2M
3,963,424
+167%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$22.2M
1,730,212
+71%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
-$21.7M
1,869,125
-30%
建仓
CELC
CELCUITY INC
+$21.6M
1,481,300
增持
—
RAPT THERAPEUTICS INC
+$21.3M
2,139,950
+11%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$20.1M
1,707,398
+13%
建仓
ISRG
INTUITIVE SURGICAL INC
+$18.6M
55,000
增持
SRPT
SAREPTA THERAPEUTICS INC
+$18.3M
451,873
+60%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$17.8M
270,794
+70%
增持
IRON
DISC MEDICINE INC
+$17.0M
1,023,045
+14%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$16.8M
151,151
+21%
建仓
—
ASCENDIS PHARMAA/S
+$16.6M
132,176
清仓
RLAY
RELAY THERAPEUTICS INC
-$16.3M
0
-100%
减持
TNGX
TANGO THERAPEUTICS INC
-$16.2M
1,111,870
-54%
减持
COGT
COGENT BIOSCIENCES INC
-$15.9M
1,122,958
-51%
建仓
ARVN
ARVINAS INC
+$14.6M
354,082
增持
—
ASTRIA THERAPEUTICS INC
+$14.4M
4,004,070
+83%
建仓
—
APPLIED THERAPEUTICS INC
+$14.2M
4,580,249
减持
RVMD
REVOLUTION MEDICINES INC
-$13.1M
818,882
-38%
建仓
AUTL
AUTOLUS THERAPEUTICS PLC
+$11.8M
1,831,167
减持
—
VERONA PHARMA PLC
+$11.5M
3,866,214
-4%
减持
—
ESTABLISHMENT LABS HLDGS INC
-$11.5M
82,299
-70%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$11.2M
1,339,646
+79%
清仓
BMEA
BIOMEA FUSION
-$9.9M
0
-100%
增持
NAUT
NAUTILUS BIOTECHNOLOGY INC
+$8.9M
12,594,211
+38%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
-$8.8M
383,260
-64%
减持
TMCI
TREACE MED CONCEPTS INC
-$8.1M
1,250,405
-32%
清仓
—
PROTHENA CORP PLC
-$8.0M
0
-100%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$7.7M
108,000
建仓
OLMA
OLEMA PHARMACEUTICALS INC
+$7.6M
539,831
清仓
—
OUTSET MED INC
-$7.2M
0
-100%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
+$7.1M
1,255,512
-1%
减持
—
CAREMAX INC
-$6.3M
3,679,284
-4%
建仓
RGNX
REGENXBIO INC
+$6.1M
342,408
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$6.1M
555,555
建仓
MGNX
MACROGENICS INC
+$5.9M
611,932
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$5.4M
534,942
-20%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$5.0M
82,398
减持
ADMA
ADMA BIOLOGICS INC
+$4.1M
6,433,369
-8%
清仓
—
SOMALOGIC INC
-$3.6M
0
-100%
增持
—
ATHIRA PHARMA INC
+$3.4M
5,402,964
+13%
增持
—
VERU INC
+$3.2M
5,584,699
+412%
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$3.2M
101,000
清仓
—
POINT BIOPHARMA GLOBAL INC
-$2.6M
0
-100%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$2.6M
0
-100%
建仓
CYTK
CYTOKINETICS INC
+$2.5M
30,317
清仓
—
ACELYRIN INC
-$2.0M
0
-100%
减持
ZYME
ZYMEWORKS INC
+$2.0M
1,074,807
-26%
建仓
—
MORPHIC HLDGS INC
+$1.6M
56,980
清仓
—
89BIO INC
-$1.6M
0
-100%
清仓
ACRS
ACLARIS THERAPEUTICS INC
-$1.4M
0
-100%
建仓
XBI
SPDR SER TR
+$1.3M
1,900,000
减持
AXGN
AXOGEN INC
+$1.1M
808,380
-8%
建仓
—
AMBRX BIOPHARMA INC
+$1.1M
78,811
减持
—
ENVVENO MEDICAL CORPORATION
-$1.0M
623,315
-20%
增持
NVAX
NOVAVAX INC
+$982.5K
1,400,000
+8%
清仓
VKTX
VIKING THERAPEUTICS INC
-$240.0K
0
-100%
建仓
—
BIOATLA INC
+$179.6K
73,000
减持
PCVX
VAXCYTE INC
-$96.5K
1,088,486
-19%
建仓
RVMDW
REVOLUTION MEDICINES INC
+$82.5K
250,000
减持
—
SINGULAR GENOMICS SYSTEMS IN
+$78.2K
2,126,893
-10%
清仓
—
APELLIS PHARMACEUTICALS INC
-$72.5K
0
-100%
清仓
—
MOTUS GI HLDGS INC
-$40.5K
0
-100%
清仓
—
EQRX INC
-$10.0K
0
-100%