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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 129 项
建仓 21
增持 1
减持 87
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
—
CEREVEL THERAPEUTICS HLDNG I
-$471.2M
10,794,876
-50%
减持
—
AMICUS THERAPEUTICS INC
-$382.7M
28,057,456
-50%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$363.3M
25,933,142
-33%
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。
减持
—
ARCELLX INC
-$332.5M
3,889,739
-51%
清仓
—
INHIBRX INC
-$297.6M
0
-100%
清仓
—
FUSION PHARMACEUTICALS INC
-$291.0M
0
-100%
减持
APGE
APOGEE THERAPEUTICS INC
-$233.4M
2,105,636
-56%
减持
NUVL
NUVALENT INC
-$224.6M
2,549,077
-54%
减持
—
MEDTRONIC PLC
-$210.6M
490,665
-83%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$160.4M
1,652,962
-63%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$155.5M
264,600
-69%
减持
—
LYRA THERAPEUTICS INC
-$155.2M
12,757,562
-50%
减持
SLDB
SOLID BIOSCIENCES INC
-$144.8M
6,906,646
-50%
减持
IMVT
IMMUNOVANT INC
-$141.9M
2,123,786
-65%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$141.7M
3,446,579
-47%
减持
AXSM
AXSOME THERAPEUTICS INC
-$139.5M
459,111
-79%
减持
—
BIOHAVEN LTD
-$137.1M
1,485,232
-57%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$136.1M
0
-100%
减持
—
SOLENO THERAPEUTICS INC
-$132.4M
3,204,976
-48%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$132.4M
649,909
-60%
减持
IRON
DISC MEDICINE INC
-$129.4M
553,437
-78%
减持
VKTX
VIKING THERAPEUTICS INC
-$124.8M
721,377
-64%
减持
—
ASTRIA THERAPEUTICS INC
-$123.5M
6,485,420
-50%
减持
PCVX
VAXCYTE INC
-$123.4M
1,862,608
-52%
减持
SYRE
SPYRE THERAPEUTICS INC
-$122.7M
3,031,018
-41%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$106.8M
1,631,828
-78%
减持
EOLS
EVOLUS INC
-$98.7M
5,753,798
-50%
减持
—
CARGO THERAPEUTICS INC
-$93.4M
3,683,004
-47%
减持
CGON
CG ONCOLOGY INC
-$91.3M
733,695
-72%
减持
—
MEIRAGTX HLDGS PLC
-$89.8M
11,331,103
-50%
减持
—
VERONA PHARMA PLC
-$85.9M
2,433,725
-68%
减持
NTRA
NATERA INC
-$81.1M
530,000
-65%
减持
—
APPLIED THERAPEUTICS INC
-$78.3M
8,005,000
-53%
减持
ARVN
ARVINAS INC
-$74.7M
1,027,749
-58%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$72.1M
1,476,203
-50%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$70.2M
1,246,597
-65%
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$69.2M
750,230
-54%
清仓
—
LANDOS BIOPHARMA INC
-$63.9M
0
-100%
减持
CELC
CELCUITY INC
-$63.4M
2,362,279
-50%
清仓
TMCI
TREACE MED CONCEPTS INC
-$60.2M
0
-100%
减持
TARS
TARSUS PHARMACEUTICALS INC
-$59.0M
1,296,416
-50%
减持
BBIO
BRIDGEBIO PHARMA INC
-$56.5M
1,215,346
-57%
清仓
AUTL
AUTOLUS THERAPEUTICS PLC
-$55.3M
0
-100%
减持
CABA
CABALETTA BIO INC
-$54.2M
585,045
-83%
减持
XENE
XENON PHARMACEUTICALS INC
-$54.1M
583,256
-67%
减持
ADMA
ADMA BIOLOGICS INC
-$53.9M
2,771,000
-78%
减持
ISRG
INTUITIVE SURGICAL INC
-$53.8M
61,800
-70%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$53.1M
35,205
-93%
减持
EWTX
EDGEWISE THERAPEUTICS INC
-$51.2M
1,856,417
-60%
减持
NAUT
NAUTILUS BIOTECHNOLOGY INC
-$44.6M
12,594,211
-50%
减持
AORT
ARTIVION INC
-$41.3M
2,793,703
-48%
清仓
RVMD
REVOLUTION MEDICINES INC
-$39.9M
0
-100%
清仓
ABBV
ABBVIE INC
-$38.8M
0
-100%
减持
OCUL
OCULAR THERAPEUTIX INC
-$37.8M
3,324,468
-50%
减持
—
AKERO THERAPEUTICS INC
-$34.9M
1,499,897
-46%
减持
—
CENTESSA PHARMACEUTICALS PLC
-$34.2M
3,933,307
-36%
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$34.1M
0
-100%
减持
—
VERRICA PHARMACEUTICALS INC
-$32.3M
7,099,182
-50%
减持
TCMD
TACTILE SYS TECHNOLOGY INC
-$28.6M
62,639
-97%
减持
—
INTRA-CELLULAR THERAPIES INC
-$28.5M
1,716,407
-19%
建仓
CTNM
CONTINEUM THERAPEUTICS INC
+$27.6M
1,566,668
减持
—
ENGENE HOLDINGS INC
-$26.3M
800,000
-60%
减持
ALDX
ALDEYRA THERAPEUTICS INC
-$25.5M
9,275,851
-46%
减持
AXGN
AXOGEN INC
-$24.9M
30,421
-99%
清仓
—
RAPT THERAPEUTICS INC
-$22.0M
0
-100%
清仓
—
MORPHIC HLDG INC
-$20.3M
0
-100%
减持
PEPG
PEPGEN INC
-$19.0M
1,410,438
-50%
减持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$18.8M
640,274
-46%
建仓
—
MERUS N V
+$17.8M
300,000
建仓
RAPP
RAPPORT THERAPEUTICS INC
+$17.4M
748,183
减持
—
ATHIRA PHARMA INC
-$15.3M
5,402,964
-50%
建仓
INBX
INHIBRX BIOSCIENCES INC
+$15.1M
1,064,026
减持
PTGX
PROTAGONIST THERAPEUTICS INC
-$13.6M
1,268,735
-36%
建仓
CGEM
CULLINAN THERAPEUTICS INC
+$13.1M
749,916
建仓
INSM
INSMED INC
+$12.1M
180,000
减持
ACRV
ACRIVON THERAPEUTICS INC
-$11.9M
5,360,858
-11%
清仓
COGT
COGENT BIOSCIENCES INC
-$11.9M
0
-100%
建仓
BCYC
BICYCLE THERAPEUTICS PLC
+$11.6M
572,000
清仓
IBRX
IMMUNITYBIO INC
-$11.3M
0
-100%
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$11.2M
0
-100%
清仓
MGNX
MACROGENICS INC
-$11.1M
0
-100%
减持
SPRY
ARS PHARMACEUTICALS INC
-$10.3M
867,319
-50%
建仓
—
ICON PLC
+$9.8M
31,250
建仓
TEM
TEMPUS AI INC
+$9.6M
275,000
减持
—
LIVANOVA PLC
-$9.1M
444,000
-26%
减持
DTIL
PRECISION BIOSCIENCES INC
-$8.9M
426,293
-56%
减持
ZYME
ZYMEWORKS INC
-$8.4M
1,667,711
-22%
清仓
—
ESTABLISHMENT LABS HLDGS INC
-$8.4M
0
-100%
清仓
—
NEWAMSTERDAM PHARMA COMPANY
-$8.3M
0
-100%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$8.0M
210,659
-50%
减持
—
X4 PHARMACEUTICALS INC
-$7.8M
3,545,454
-50%
减持
XBI
SPDR SER TR
-$7.4M
22,665
-77%
减持
AVBP
ARRIVENT BIOPHARMA INC
-$7.1M
415,000
-50%
建仓
ARGX
ARGENX SE
+$6.7M
15,600
建仓
ALLO
ALLOGENE THERAPEUTICS INC
+$6.3M
2,725,000
减持
KYTX
KYVERNA THERAPEUTICS INC
-$6.3M
150,000
-50%
减持
OBIO
ORCHESTRA BIOMED HLDGS INC
-$6.1M
2,545,881
-50%
减持
—
KALVISTA PHARMACEUTICALS INC
-$6.0M
500,000
-50%
清仓
AGIO
AGIOS PHARMACEUTICALS INC
-$5.8M
0
-100%
减持
TYRA
TYRA BIOSCIENCES INC
-$5.8M
1,007,367
-25%
减持
ABSI
ABSCI CORPORATION
-$5.8M
700,000
-50%
建仓
RXRX
RECURSION PHARMACEUTICALS IN
+$5.8M
769,230
减持
NVAX
NOVAVAX INC
-$5.4M
100,000
-93%
减持
—
HELIX ACQUISITION CORP II
-$5.3M
500,000
-50%
建仓
MREO
MEREO BIOPHARMA GROUP PLC
+$4.5M
1,253,250
减持
NBTX
NANOBIOTIX
-$4.4M
555,066
-50%
减持
—
REVANCE THERAPEUTICS INC
-$4.4M
600,000
-50%
建仓
SKYE
SKYE BIOSCIENCE INC
+$4.0M
500,000
减持
TRIB
TRINITY BIOTECH PLC
-$3.5M
1,800,000
-50%
减持
—
ENVVENO MEDICAL CORPORATION
-$3.5M
623,315
-50%
建仓
—
BIODESIX INC
+$3.3M
2,173,880
建仓
FHTX
FOGHORN THERAPEUTICS INC
+$3.1M
544,000
减持
—
FORTE BIOSCIENCES INC
-$2.8M
3,265,359
-50%
减持
—
IMMATICS N.V
-$2.4M
8,086,159
-12%
建仓
FLNA
CASSAVA SCIENCES INC
+$2.3M
183,000
清仓
—
SINGULAR GENOMICS SYSTEMS IN
-$2.2M
0
-100%
清仓
KURA
KURA ONCOLOGY INC
-$2.1M
0
-100%
减持
—
VERU INC
-$1.9M
7,063,277
-37%
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$1.4M
34,852
建仓
FATE
FATE THERAPEUTICS INC
+$1.1M
345,575
建仓
EGRX
EAGLE PHARMACEUTICALS INC
+$970.8K
173,365
减持
—
CAREMAX INC
-$840.1K
122,643
-50%
减持
—
VBI VACCINES INC CDA
-$681.3K
1,261,710
-50%
减持
—
SYROS PHARMACEUTICALS INC
-$646.8K
116,754
-50%
建仓
—
SINGULAR GENOMICS SYSTEMS IN
+$599.1K
70,896
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$370.9K
1,558,500
+4%
减持
RVMDW
REVOLUTION MEDICINES INC
-$65.7K
250,000
-50%
减持
SRZNW
SURROZEN INC
-$7.3K
166,666
-50%
减持
—
CAREMAX INC
-$1.2K
60,000
-50%