Perceptive Advisors LLC 13F 持仓 · 2026年Q2
Perceptive Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 66.62 亿美元。前几大持仓：PRAX（10.23%）、SYRE（5.76%）、CELC（5.02%）。本季前 25 大持仓中：新建仓 3 只、增持 11 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRAX | PRAXIS PRECISION MEDICINES I | $681.6M | 10.23% | 2.0M | 持平 |
| 2 | SYRE | SPYRE THERAPEUTICS INC | $383.5M | 5.76% | 4.3M | 增持 |
| 3 | CELC | CELCUITY INC | $334.5M | 5.02% | 3.2M | 增持 |
| 4 | ASND | ASCENDIS PHARMA A/S | $310.4M | 4.66% | 1.2M | 新建仓 |
| 5 | RYTM | RHYTHM PHARMACEUTICALS INC | $287.2M | 4.31% | 2.6M | 增持 |
| 6 | ROIV | ROIVANT SCIENCES LTD | $286.1M | 4.30% | 8.1M | 减持 |
| 7 | RLAY | RELAY THERAPEUTICS INC | $263.9M | 3.96% | 14.1M | 增持 |
| 8 | TVTX | TRAVERE THERAPEUTICS INC | $213.2M | 3.20% | 3.8M | 减持 |
| 9 | KARD | KARDIGAN INC | $195.6M | 2.94% | 8.2M | 新建仓 |
| 10 | NUVL | NUVALENT INC | $195.2M | 2.93% | 1.6M | 持平 |
| 11 | EWTX | EDGEWISE THERAPEUTICS INC | $177.7M | 2.67% | 4.4M | 减持 |
| 12 | APGE | APOGEE THERAPEUTICS INC | $173.6M | 2.61% | 1.3M | 减持 |
| 13 | AMLX | AMYLYX PHARMACEUTICALS INC | $149.7M | 2.25% | 8.3M | 增持 |
| 14 | MGTX | MEIRAGTX HLDGS PLC | $145.7M | 2.19% | 10.8M | 增持 |
| 15 | ORKA | ORUKA THERAPEUTICS INC | $128.0M | 1.92% | 1.3M | 减持 |
| 16 | INBX | INHIBRX BIOSCIENCES INC | $123.0M | 1.85% | 1.3M | 减持 |
| 17 | PTGX | PROTAGONIST THERAPEUTICS INC | $120.4M | 1.81% | 981,879 | 减持 |
| 18 | SLDB | SOLID BIOSCIENCES INC | $118.9M | 1.79% | 11.9M | 持平 |
| 19 | ZYME | ZYMEWORKS INC | $109.3M | 1.64% | 4.2M | 增持 |
| 20 | IMTX | IMMATICS N.V | $105.2M | 1.58% | 10.4M | 持平 |
| 21 | TNGX | TANGO THERAPEUTICS INC | $105.6M | 1.58% | 3.4M | 增持 |
| 22 | NRIX | NURIX THERAPEUTICS INC | $104.8M | 1.57% | 4.3M | 增持 |
| 23 | BCRX | BIOCRYST PHARMACEUTICALS INC | $103.1M | 1.55% | 10.3M | 增持 |
| 24 | RVMD | REVOLUTION MEDICINES INC | $98.8M | 1.48% | 527,600 | 增持 |
| 25 | AVLN | AVALYN PHARMACEUTICALS INC | $88.1M | 1.32% | 2.7M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR