Perceptive Advisors LLC
- SEC CIK
- 0001224962
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 97
- −5 vs. Q3 2024
- Portfolio value
- $3.59B
- −$1.07B (−23.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VRNAVerona Pharma plc | SPONSORED ADS | 6,392,106 | $296.8M | 8.3% | +76,173+1.2% | Added | History |
| ACLXArcellx, Inc. | COMMON STOCK | 3,478,888 | $266.8M | 7.4% | −409,781−10.5% | Reduced | History |
| FOLDAmicus Therapeutics, Inc. | COM | 24,245,952 | $228.4M | 6.4% | −3,811,504−13.6% | Reduced | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 3,680,473 | $206.0M | 5.7% | +120,259+3.4% | Added | History |
| NUVLNuvalent, Inc. | COM | 2,619,977 | $205.1M | 5.7% | −359,258−12.1% | Reduced | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 22,112,266 | $163.6M | 4.6% | −4,505,443−16.9% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 1,718,417 | $140.7M | 3.9% | −309,191−15.2% | Reduced | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 1,288,328 | $107.6M | 3.0% | −333,887−20.6% | Reduced | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 6,349,220 | $106.3M | 3.0% | +66,930+1.1% | Added | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,329,735 | $102.3M | 2.9% | +165,700+14.2% | Added | History |
| AORTArtivion, Inc. | COM | 2,793,703 | $79.9M | 2.2% | 00.0% | Unchanged | History |
| MGTXMeiraGTx Holdings plc | COM | 12,581,103 | $76.6M | 2.1% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 2,685,537 | $71.7M | 2.0% | +355,243+15.2% | Added | History |
| SLNOSoleno Therapeutics Inc | COM | 1,501,040 | $67.5M | 1.9% | −1,703,936−53.2% | Reduced | History |
| IMTXImmatics N.V. | SHS | 9,383,456 | $66.7M | 1.9% | +1,297,297+16.0% | Added | History |
| PODDInsulet Corp | Stock | 232,269 | $60.6M | 1.7% | +90,000+63.3% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 2,574,723 | $59.9M | 1.7% | −297,824−10.4% | Reduced | History |
| ATXSAstria Therapeutics, Inc. | COM | 6,485,420 | $58.0M | 1.6% | 00.0% | Unchanged | History |
| EOLSEvolus, Inc. | COM | 5,145,846 | $56.8M | 1.6% | −210,776−3.9% | Reduced | History |
| AXSMAxsome Therapeutics, Inc. | COM | 664,074 | $56.2M | 1.6% | −118,770−15.2% | Reduced | History |
| CRGXCARGO Therapeutics, Inc. | COM | 3,683,004 | $53.1M | 1.5% | 00.0% | Unchanged | History |
| IMVTImmunovant, Inc. | COM | 2,139,199 | $53.0M | 1.5% | −239,563−10.1% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 1,271,662 | $49.1M | 1.4% | −102,901−7.5% | Reduced | History |
| APGEApogee Therapeutics, Inc. | COM | 1,047,232 | $47.4M | 1.3% | −967,775−48.0% | Reduced | History |
| ALDXAldeyra Therapeutics, Inc. | COM | 9,275,851 | $46.3M | 1.3% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 817,895 | $43.8M | 1.2% | +817,895 | New | History |
| ARGXArgenx SE | SPONSORED ADR | 67,471 | $41.5M | 1.2% | −51,368−43.2% | Reduced | History |
| VKTXViking Therapeutics, Inc. | COM | 995,894 | $40.1M | 1.1% | −704,093−41.4% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 1,185,592 | $33.0M | 0.9% | −529,214−30.9% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 63,119 | $32.9M | 0.9% | +5,000+8.6% | Added | History |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 5,360,858 | $32.3M | 0.9% | 00.0% | Unchanged | History |
| ZYMEZymeworks Inc. | COM | 2,130,020 | $31.2M | 0.9% | −50,000−2.3% | Reduced | History |
| CELCCelcuity Inc. | COM | 2,362,279 | $30.9M | 0.9% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 1,486,508 | $28.5M | 0.8% | −1,326,157−47.1% | Reduced | History |
| SLDBSolid Biosciences Inc. | COM NEW | 6,906,646 | $27.6M | 0.8% | 00.0% | Unchanged | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 6,774,348 | $25.6M | 0.7% | +4,648,699+218.7% | Added | History |
| PRCTPROCEPT BioRobotics Corp | COM | 290,659 | $23.4M | 0.7% | −25,000−7.9% | Reduced | History |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $21.2M | 0.6% | 00.0% | Unchanged | History |
| CTNMContineum Therapeutics, Inc. | CL A | 1,441,249 | $21.1M | 0.6% | −75,419−5.0% | Reduced | History |
| NTRANatera, Inc. | COM | 125,000 | $19.8M | 0.6% | −95,000−43.2% | Reduced | History |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,925,000 | $19.3M | 0.5% | +5,925,000 | New | History |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 4,592,556 | $18.4M | 0.5% | 00.0% | Unchanged | History |
| PENPenumbra Inc | COM | 73,338 | $17.4M | 0.5% | +73,338 | New | History |
| SEPNSepterna, Inc. | COM | 750,000 | $17.2M | 0.5% | +750,000 | New | History |
| ORKAOruka Therapeutics, Inc. | COM | 845,567 | $16.4M | 0.5% | −389,620−31.5% | Reduced | History |
| INBXInhibrx Biosciences, Inc. | COM | 1,064,026 | $16.4M | 0.5% | 00.0% | Unchanged | History |
| ADMAAdma Biologics, Inc. | COM | 890,280 | $15.3M | 0.4% | −169,920−16.0% | Reduced | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 403,649 | $14.5M | 0.4% | +403,649 | New | History |
| ARVNArvinas, Inc. | COM | 740,749 | $14.2M | 0.4% | −287,000−27.9% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 100,050 | $13.7M | 0.4% | −112,178−52.9% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 543,277 | $12.8M | 0.4% | −174,867−24.3% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 325,324 | $12.8M | 0.4% | −199,606−38.0% | Reduced | History |
| MRUSMerus N.V. | COM | 300,000 | $12.6M | 0.4% | 00.0% | Unchanged | History |
| CGONCG Oncology, Inc. | COM | 419,450 | $12.0M | 0.3% | −314,245−42.8% | Reduced | History |
| AVRAnteris Technologies Global Corp. | COM | 2,140,000 | $11.9M | 0.3% | +2,140,000 | New | History |
| EYPTEyePoint, Inc. | COM NEW | 1,537,274 | $11.5M | 0.3% | +500,000+48.2% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 145,000 | $10.7M | 0.3% | +145,000 | New | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 186,662 | $10.3M | 0.3% | −1,109,754−85.6% | Reduced | History |
| ADGMAdagio Medical Holdings, Inc. | COM | 9,812,419 | $10.3M | 0.3% | 00.0% | Unchanged | History |
| INSMINSMED Inc | COM PAR $.01 | 144,000 | $9.94M | 0.3% | −36,000−20.0% | Reduced | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 184,525 | $9.43M | 0.3% | −540,173−74.5% | Reduced | History |
| RAPTRAPT Therapeutics, Inc. | COM | 5,880,000 | $9.29M | 0.3% | +5,880,000 | New | History |
| OCULOcular Therapeutix, Inc | COM | 1,078,495 | $9.21M | 0.3% | −2,245,973−67.6% | Reduced | History |
| NARIInari Medical, Inc. | Stock | 178,797 | $9.13M | 0.3% | +178,797 | New | History |
| OKUROnKure Therapeutics, Inc. | COM CL A | 1,004,439 | $8.64M | 0.2% | +1,004,439 | New | History |
| NRIXNurix Therapeutics, Inc. | COM | 330,614 | $6.23M | 0.2% | +330,614 | New | History |
| ZBIOZenas BioPharma, Inc. | COM | 744,035 | $6.09M | 0.2% | −400,000−35.0% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 65,153 | $5.87M | 0.2% | +42,562+188.4% | Added | History |
| RAPPRapport Therapeutics, Inc. | COM | 311,551 | $5.53M | 0.2% | −436,632−58.4% | Reduced | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 500,000 | $5.25M | 0.1% | 00.0% | Unchanged | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 378,584 | $4.76M | 0.1% | −553,267−59.4% | Reduced | History |
| CBLLCeribell, Inc. | COM | 180,546 | $4.67M | 0.1% | +180,546 | New | History |
| VERUVeru Inc. | COM | 6,483,157 | $4.22M | 0.1% | −800,000−11.0% | Reduced | History |
| MREOMereo BioPharma Group plc | SPON ADS | 1,085,512 | $3.80M | 0.1% | +269,790+33.1% | Added | History |
| CATXPerspective Therapeutics, Inc. | COM NEW | 1,190,263 | $3.80M | 0.1% | +1,190,263 | New | History |
| LCTXLineage Cell Therapeutics, Inc. | COM | 7,236,843 | $3.64M | 0.1% | +7,236,843 | New | History |
| BDSXBiodesix Inc | COM | 2,173,880 | $3.33M | 0.1% | 00.0% | Unchanged | History |
| LONALeonaBio, Inc. | COM | 5,402,964 | $3.17M | 0.1% | 00.0% | Unchanged | History |
| PEPGPepGen Inc. | COM | 829,536 | $3.14M | 0.1% | −580,902−41.2% | Reduced | History |
| IBRXImmunityBio, Inc. | COM | 1,221,734 | $3.13M | 0.1% | +1,221,734 | New | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 197,108 | $2.76M | 0.1% | −58,886−23.0% | Reduced | History |
| LYRALyra Therapeutics, Inc. | COM | 12,757,562 | $2.63M | 0.1% | 00.0% | Unchanged | History |
| VRCAVerrica Pharmaceuticals Inc. | COM | 3,249,669 | $2.27M | 0.1% | −3,849,513−54.2% | Reduced | History |
| FBRXForte Biosciences, Inc. | COM NEW | 95,742 | $2.17M | 0.1% | 00.0% | Unchanged | History |
| SCPHscPharmaceuticals Inc. | COM | 500,000 | $1.77M | <0.1% | +500,000 | New | History |
| TRIBTrinity Biotech PLC | SPONS ADR NEW | 1,790,000 | $1.58M | <0.1% | −10,000−0.6% | Reduced | History |
| TRAWTraws Pharma, Inc. | COM NEW | 164,157 | $1.46M | <0.1% | +164,157 | New | History |
| FULCFulcrum Therapeutics, Inc. | COM | 238,000 | $1.12M | <0.1% | +238,000 | New | History |
| LXEOLexeo Therapeutics, Inc. | COM | 139,835 | $920.1K | <0.1% | 00.0% | Unchanged | History |
| NBTXNanobiotix S.A. | SPONSORED ADS | 266,093 | $763.7K | <0.1% | −288,973−52.1% | Reduced | History |
| APLTApplied Therapeutics, Inc. | COM | 860,000 | $736.3K | <0.1% | −7,145,000−89.3% | Reduced | History |
| ENSCEnsysce Biosciences, Inc. | COM NEW | 86,666 | $705.5K | <0.1% | +86,666 | New | History |
| DCTHDelcath Systems, Inc. | COM NEW | 50,000 | $602.0K | <0.1% | +50,000 | New | History |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 188,462 | $294.0K | <0.1% | −320,000−62.9% | Reduced | History |
| APYXApyx Medical Corp | COM | 150,000 | $237.0K | <0.1% | +150,000 | New | History |
| RVMDWRevolution Medicines, Inc. | *W EXP 12/17/202 | 250,000 | $45.0K | <0.1% | 00.0% | Unchanged | History |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 166,666 | $3.57K | <0.1% | 00.0% | Unchanged | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2024 (26)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| BHVNBiohaven Ltd. | COM | 1,485,232 | $74.2M | 1.6% | History |
| TILInstil Bio, Inc. | COM NEW | 345,545 | $23.3M | 0.5% | History |
| LIVNLivaNova PLC | SHS | 429,000 | $22.5M | 0.5% | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 692,263 | $22.2M | 0.5% | History |
| MDTMedtronic plc | Stock | 245,332 | $22.1M | 0.5% | History |
| IRONDisc Medicine, Inc. | COM | 387,017 | $19.0M | 0.4% | History |
| ICLRIcon PLC | COM | 44,353 | $12.7M | 0.3% | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,358,500 | $12.6M | 0.3% | History |
| TYRATyra Biosciences, Inc. | COM | 511,226 | $12.0M | 0.3% | History |
| XNCRXencor Inc | COM | 527,671 | $10.6M | 0.2% | History |
| ROIVRoivant Sciences Ltd. | SHS | 847,745 | $9.78M | 0.2% | History |
| AVBPArriVent BioPharma, Inc. | COM | 415,000 | $9.75M | 0.2% | History |
| EXASExact Sciences Corp | COM | 125,000 | $8.52M | 0.2% | History |
| ALLOAllogene Therapeutics, Inc. | COM | 2,725,000 | $7.63M | 0.2% | History |
| DTILPrecision Biosciences Inc | COM NEW | 426,293 | $3.82M | 0.1% | History |
| ABSIAbsci Corp | COM | 700,000 | $2.67M | 0.1% | History |
| XFORX4 Pharmaceuticals, Inc | COM | 3,545,454 | $2.37M | 0.1% | History |
| NVNOenVVeno Medical Corp | COMMON STOCK | 694,315 | $2.33M | 0.1% | History |
| KYMRKymera Therapeutics, Inc. | COM | 46,213 | $2.19M | <0.1% | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 34,852 | $1.53M | <0.1% | History |
| FATEFate Therapeutics Inc | COM | 345,575 | $1.21M | <0.1% | History |
| OMICSingular Genomics Systems, Inc. | COM NEW | 50,896 | $797.5K | <0.1% | History |
| KYTXKyverna Therapeutics, Inc. | COM | 150,000 | $733.5K | <0.1% | History |
| SYRSSyros Pharmaceuticals, Inc. | COM NEW | 116,754 | $251.0K | <0.1% | History |
| CMAXCareMax, Inc. | COMM STK | 100,000 | $170.0K | <0.1% | History |
| CareMax, Inc.14171W111 | *W EXP 06/08/202 | 60,000 | $594 | <0.1% | – |