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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 107 项
建仓 21
增持 3
减持 60
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
—
VERONA PHARMA PLC
-$312.5M
5,507,591
-58%
减持
—
AMICUS THERAPEUTICS INC
-$307.8M
7,412,830
-83%
减持
EWTX
EDGEWISE THERAPEUTICS INC
-$249.3M
4,639,949
-67%
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
-$220.8M
2,478,000
-58%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$207.5M
0
-100%
减持
—
SOLENO THERAPEUTICS INC
-$179.2M
430,439
-86%
建仓
—
ASCENDIS PHARMA A/S
+$166.4M
963,886
减持
NUVL
NUVALENT INC
-$126.8M
1,375,180
-58%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$117.2M
2,418,299
-53%
减持
ALDX
ALDEYRA THERAPEUTICS INC
-$91.2M
4,051,631
-78%
减持
—
MEIRAGTX HLDGS PLC
-$88.3M
12,626,103
-50%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$84.7M
0
-100%
减持
EOLS
EVOLUS INC
-$76.6M
2,474,843
-70%
减持
—
CENTESSA PHARMACEUTICALS PLC
-$72.4M
1,146,935
-81%
清仓
ARGX
ARGENX SE
-$70.4M
0
-100%
减持
IMVT
IMMUNOVANT INC
-$63.0M
2,137,890
-62%
减持
AXSM
AXSOME THERAPEUTICS INC
-$62.1M
198,534
-72%
清仓
PCVX
VAXCYTE INC
-$53.4M
0
-100%
减持
SYRE
SPYRE THERAPEUTICS INC
-$51.8M
1,529,445
-67%
减持
AORT
ARTIVION INC
-$50.5M
2,793,703
-50%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
-$46.2M
1,074,448
-51%
减持
JANX
JANUX THERAPEUTICS INC
-$45.6M
292,686
-85%
建仓
OMDA
OMADA HEALTH INC
+$44.4M
2,426,330
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$42.6M
752,921
-62%
建仓
—
ROIVANT SCIENCES LTD
+$37.5M
3,331,465
减持
—
ASTRIA THERAPEUTICS INC
-$34.5M
6,485,420
-50%
减持
—
IMMATICS N.V
-$34.2M
9,383,456
-50%
减持
APGE
APOGEE THERAPEUTICS INC
-$32.6M
1,182,148
-47%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$30.8M
0
-100%
减持
ADMA
ADMA BIOLOGICS INC
-$30.8M
1,303,468
-53%
减持
SLDB
SOLID BIOSCIENCES INC
-$30.1M
11,906,646
-50%
建仓
CAI
CARIS LIFE SCIENCES INC
+$29.3M
1,098,163
减持
ZYME
ZYMEWORKS INC
-$28.4M
1,275,274
-66%
减持
OBIO
ORCHESTRA BIOMED HLDGS INC
-$27.0M
4,592,556
-50%
减持
DYN
DYNE THERAPEUTICS INC
-$27.0M
2,247,390
-51%
减持
CELC
CELCUITY INC
-$26.0M
1,633,208
-65%
建仓
XBI
SPDR SERIES TRUST
+$24.9M
300,000
清仓
DXCM
DEXCOM INC
-$24.3M
0
-100%
减持
BBNX
BETA BIONICS INC
-$23.3M
1,593,608
-58%
清仓
ACRV
ACRIVON THERAPEUTICS INC
-$21.8M
0
-100%
减持
DRUG
BRIGHT MINDS BIOSCIENCES INC
-$21.1M
420,690
-53%
减持
—
MERUS N V
-$20.9M
708,176
-49%
清仓
—
CARGO THERAPEUTICS INC
-$19.8M
0
-100%
减持
PODD
INSULET CORP
-$18.6M
60,387
-58%
减持
CTNM
CONTINEUM THERAPEUTICS INC
-$17.3M
699,486
-76%
清仓
EYPT
EYEPOINT PHARMACEUTICALS INC
-$16.7M
0
-100%
建仓
CTMX
CYTOMX THERAPEUTICS INC
+$15.9M
6,993,646
减持
INBX
INHIBRX BIOSCIENCES INC
-$15.8M
977,892
-54%
减持
ISRG
INTUITIVE SURGICAL INC
-$15.7M
45,119
-44%
减持
XENE
XENON PHARMACEUTICALS INC
-$15.5M
200,791
-69%
减持
IKT
INHIBIKASE THERAPEUTICS INC
-$15.4M
5,432,293
-54%
减持
—
AKERO THERAPEUTICS INC
-$15.3M
915,887
-42%
建仓
CRL
CHARLES RIV LABS INTL INC
+$15.2M
100,000
清仓
IRON
DISC MEDICINE INC
-$14.9M
0
-100%
减持
VKTX
VIKING THERAPEUTICS INC
-$14.5M
380,700
-63%
减持
AQST
AQUESTIVE THERAPEUTICS INC
-$14.4M
2,190,420
-71%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$13.8M
0
-100%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$13.4M
0
-100%
减持
NAUT
NAUTILUS BIOTECHNOLOGY INC
-$12.6M
12,594,211
-50%
减持
RGEN
REPLIGEN CORP
-$12.4M
166,000
-36%
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$12.3M
834,252
减持
INSM
INSMED INC
-$12.3M
650,252
-36%
清仓
DCTH
DELCATH SYS INC
-$11.8M
0
-100%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$11.5M
447,507
-66%
清仓
—
RAPT THERAPEUTICS INC
-$10.8M
0
-100%
清仓
—
KESTRA MED TECHNOLOGIES LTD
-$10.0M
0
-100%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$9.9M
255,050
+27%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$9.8M
270,000
建仓
KYMR
KYMERA THERAPEUTICS INC
+$9.2M
210,106
减持
AVR
ANTERIS TECHNOLOGIES GLOBAL
-$9.1M
1,705,130
-60%
清仓
OKUR
ONKURE THERAPEUTICS INC
-$8.6M
0
-100%
建仓
PEN
PENUMBRA INC
+$8.4M
32,797
减持
AVTX
AVALO THERAPEUTICS INC
-$7.6M
139,667
-87%
建仓
CAPR
CAPRICOR THERAPEUTICS INC
+$7.4M
750,000
建仓
—
CRESCENT BIOPHARMA INC.
+$7.3M
453,686
建仓
CRVS
CORVUS PHARMACEUTICALS INC
+$5.8M
1,438,595
建仓
SEPN
SEPTERNA INC
+$5.7M
541,450
增持
NRIX
NURIX THERAPEUTICS INC
+$5.4M
1,096,985
+84%
建仓
GMED
GLOBUS MED INC
+$5.2M
88,500
建仓
—
ENVVENO MEDICAL CORPORATION
+$5.1M
1,284,966
减持
AMLX
AMYLYX PHARMACEUTICALS INC
-$5.1M
7,902,365
-50%
减持
SION
SIONNA THERAPEUTICS INC
-$5.1M
1,216,045
-51%
减持
—
HELIX ACQUISITION CORP II
-$4.8M
398,000
-50%
减持
IRD
OPUS GENETICS INC
-$4.4M
4,325,000
-50%
清仓
MREO
MEREO BIOPHARMA GROUP PLC
-$3.9M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$3.8M
280,000
+8%
清仓
—
LYRA THERAPEUTICS INC
-$3.2M
0
-100%
减持
ADGM
ADAGIO MED HLDGS INC
-$3.0M
9,876,576
-50%
减持
—
KALA BIO INC
-$2.9M
55,227
-90%
减持
OM
OUTSET MED INC
-$2.4M
833,333
-50%
建仓
LYRA
LYRA THERAPEUTICS INC
+$2.3M
255,150
减持
—
BIODESIX INC
-$2.1M
2,173,880
-50%
清仓
TRAW
TRAWS PHARMA INC
-$1.9M
0
-100%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$1.9M
0
-100%
建仓
—
RAPT THERAPEUTICS INC
+$1.5M
183,890
减持
—
ATHIRA PHARMA INC
-$1.4M
5,402,964
-50%
清仓
CGEM
CULLINAN THERAPEUTICS INC
-$1.2M
0
-100%
建仓
TRIB
TRINITY BIOTECH PLC
+$1.2M
1,790,000
建仓
FBRX
FORTE BIOSCIENCES INC
+$881.7K
68,192
清仓
—
APPLIED THERAPEUTICS INC
-$840.9K
0
-100%
清仓
NBTX
NANOBIOTIX
-$752.2K
0
-100%
减持
—
SCPHARMACEUTICALS INC
-$725.0K
500,000
-50%
减持
LXEO
LEXEO THERAPEUTICS INC
-$408.3K
139,835
-50%
减持
ENSC
ENSYSCE BIOSCIENCES INC
-$250.5K
86,666
-50%
减持
APYX
APYX MEDICAL CORPORATION
-$73.5K
150,000
-50%
减持
RVMDW
REVOLUTION MEDICINES INC
+$46.7K
250,000
-50%
减持
SRZNW
SURROZEN INC
-$7.0K
166,666
-50%
