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PERCEPTIVE ADVISORS LLCNo.788 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$66.62亿
环比变动 Q1 2026
+$15.44亿+30.2%
持仓股票数
108
新买入
27
加仓
30
减仓
27
清仓
13
持股不变
24
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PRAXIS PRECISION MEDICINES IPRAX
10.23%12.82%$6.82亿203.6万股$6.56亿203.6万股00.00%持仓不变
SSPYRE THERAPEUTICSSYRE
5.76%3.73%$3.83亿431.9万股$1.91亿378.3万股+53.6万股+14.17%加仓
CELCUITYCELC
5.02%6.97%$3.34亿319.7万股$3.57亿312.7万股+7.0万股+2.24%加仓
AASCENDIS PHARMA A/S SPONSORED ADRASND
4.66%6.84%$3.10亿116.4万股$3.50亿153.1万股-36.8万股-24.01%减仓
RHYTHM PHARMACEUTICALSRYTM
4.31%4.03%$2.87亿258.6万股$2.06亿237.4万股+21.3万股+8.95%加仓
ROIVANT SCIENCESROIV
4.3%4.48%$2.86亿808.5万股$2.30亿828.5万股-20.0万股-2.41%减仓
RELAY THERAPEUTICSRLAY
3.96%1.9%$2.64亿1,410.6万股$9,702.4万975.1万股+435.5万股+44.66%加仓
TTRAVERE THERAPEUTICSTVTX
3.2%2.4%$2.13亿375.3万股$1.23亿414.3万股-39.0万股-9.41%减仓
KKARDIGAN INCKARD
2.94%$1.96亿820.1万股$00股+820.1万股新买入
NNUVALENTNUVL
2.93%3.16%$1.95亿158.1万股$1.62亿158.1万股00.00%持仓不变
EDGEWISE THERAPEUTICSEWTX
2.67%2.72%$1.78亿437.4万股$1.39亿442.4万股-5.0万股-1.13%减仓
APOGEE THERAPEUTICSAPGE
2.61%2.53%$1.74亿130.8万股$1.30亿154.0万股-23.2万股-15.08%减仓
AAMYLYX PHARMACEUTICALSAMLX
2.25%2.25%$1.50亿833.5万股$1.15亿828.5万股+5.0万股+0.60%加仓
MEIRAGTXMGTX
2.19%1.75%$1.46亿1,078.7万股$8,931.3万1,032.6万股+46.1万股+4.46%加仓
OORUKA THERAPEUTICS INC COMORKA
1.92%1.34%$1.28亿134.5万股$6,844.9万139.6万股-5.0万股-3.61%减仓
INHIBRX BIOSCIENCESINBX
1.85%1.9%$1.23亿129.8万股$9,699.3万144.3万股-14.5万股-10.05%减仓
PPROTAGONIST THERAPEUTICSPTGX
1.81%2.54%$1.20亿98.2万股$1.30亿123.1万股-24.9万股-20.23%减仓
SOLID BIOSCIENCESSLDB
1.79%1.68%$1.19亿1,190.7万股$8,572.8万1,190.7万股00.00%持仓不变
ZYMEWORKSZYME
1.64%1.72%$1.09亿418.3万股$8,789.2万351.0万股+67.3万股+19.17%加仓
TTANGO THERAPEUTICSTNGX
1.58%0.33%$1.06亿337.7万股$1,690.7万80.8万股+256.9万股+317.87%加仓
IMMATICS N.VIMTX
1.58%2%$1.05亿1,038.3万股$1.02亿1,038.3万股00.00%持仓不变
NURIX THERAPEUTICSNRIX
1.57%1.12%$1.05亿432.0万股$5,751.9万371.1万股+61.0万股+16.43%加仓
BIOCRYST PHARMACEUTICALSBCRX
1.55%1.38%$1.03亿1,030.9万股$7,077.2万743.4万股+287.5万股+38.67%加仓
RREVOLUTION MEDICINES COMRVMD
1.48%0.49%$9,880.9万52.8万股$2,514.9万25.9万股+26.9万股+104.02%加仓
AAVALYN PHARMACEUTICALS INCAVLN
1.32%$8,807.1万267.5万股$00股+267.5万股新买入
莫德纳MRNA
1.05%0.99%$7,003.0万100.0万股$5,080.0万100.0万股00.00%持仓不变
DDYNE THERAPEUTICSDYN
0.9%1.65%$5,972.8万268.9万股$8,464.6万466.9万股-198.0万股-42.40%减仓
渤健BIIB
0.9%$5,967.0万27.6万股$00股+27.6万股新买入
IIMMUNOVANTIMVT
0.79%0.78%$5,230.0万135.7万股$3,967.9万159.7万股-24.0万股-15.02%减仓
联合健康UNH
0.73%$4,854.8万11.7万股$00股+11.7万股新买入
S道富·EET SPDR S&P BIOTECH ETFXBI
0.71%$4,747.5万30.0万股$00股+30.0万股新买入
Ionis制药IONS
0.67%0.74%$4,487.8万56.6万股$3,784.5万50.4万股+6.2万股+12.30%加仓
SSUTRO BIOPHARMASTRO
0.65%0.35%$4,332.1万130.5万股$1,781.8万71.5万股+59.0万股+82.42%加仓
AALTO NEUROSCIENCE INC COM SHSANRO
0.64%0.88%$4,248.5万161.0万股$4,518.2万201.0万股-40.0万股-19.90%减仓
爵士制药JAZZ
0.61%0.63%$4,096.5万17.0万股$3,213.9万17.0万股00.00%持仓不变
CORVUS PHARMACEUTICALS ICRVS
0.6%0.66%$3,985.2万266.7万股$3,353.8万229.2万股+37.5万股+16.36%加仓
SSIONNA THERAPEUTICSSION
0.6%0.52%$3,981.1万90.5万股$2,639.7万65.8万股+24.7万股+37.45%加仓
CYTOMX THERAPEUTICSCTMX
0.59%0.93%$3,914.7万1,043.9万股$4,746.4万1,009.9万股+34.0万股+3.37%加仓
AARTIVIONAORT
0.59%1.17%$3,903.7万173.7万股$5,995.8万163.7万股+10.0万股+6.11%加仓
XX4 Pharmaceuticals IncXFOR
0.56%0.54%$3,704.9万793.3万股$2,782.6万673.8万股+119.6万股+17.75%加仓
CCAPRICOR THERAPEUTICS INC COM NEWCAPR
0.54%$3,612.0万150.0万股$00股+150.0万股新买入
CCORCEPT THERAPEUTICSCORT
0.52%0.04%$3,464.0万39.8万股$201.6万5.0万股+34.8万股+696.77%加仓
RREPLIGENRGEN
0.51%0.65%$3,386.6万24.8万股$3,305.3万28.1万股-3.2万股-11.52%减仓
AANTERIS TECHNOLOGIES GLOBAL COMAVR
0.51%0.37%$3,374.1万342.5万股$1,901.1万342.5万股00.00%持仓不变
RRAPPORT THERAPEUTICSRAPP
0.48%0.41%$3,222.5万77.3万股$2,108.7万67.4万股+9.9万股+14.75%加仓
DDAMORA THERAPEUTICSDMRA
0.48%0.62%$3,181.0万122.3万股$3,167.6万122.3万股00.00%持仓不变
CCHARLES RIV LABS INTLCRL
0.48%$3,175.1万14.0万股$00股+14.0万股新买入
AXSOME THERAPEUTICSAXSM
0.44%0.5%$2,899.3万11.8万股$2,534.5万15.0万股-3.2万股-21.01%减仓
EEYEPOINTEYPT
0.43%$2,860.0万200.0万股$00股+200.0万股新买入
DBV TECHNOLOGIESDBVT
0.41%0.39%$2,711.5万165.3万股$2,014.6万96.4万股+68.9万股+71.44%加仓

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