Perceptive Advisors LLC
- SEC CIK
- 0001224962
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 112
- +21 vs. Q3 2025
- Portfolio value
- $5.46B
- +$2.00B (+57.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,995,986 | $588.3M | 10.8% | +431,432+27.6% | Added | History |
| CELCCelcuity Inc. | COM | 3,160,200 | $315.2M | 5.8% | +203,881+6.9% | Added | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 2,546,391 | $272.6M | 5.0% | +107,422+4.4% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,081,421 | $230.6M | 4.2% | −7,080−0.7% | Reduced | History |
| APGEApogee Therapeutics, Inc. | COM | 2,330,651 | $175.9M | 3.2% | +978,662+72.4% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 7,985,461 | $173.3M | 3.2% | +617,000+8.4% | Added | History |
| NUVLNuvalent, Inc. | COM | 1,665,105 | $167.5M | 3.1% | +102,769+6.6% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 4,278,180 | $163.5M | 3.0% | +483,565+12.7% | Added | History |
| EXASExact Sciences Corp | COM | 1,200,487 | $121.9M | 2.2% | +735,000+157.9% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 1,350,425 | $117.9M | 2.2% | +320,291+31.1% | Added | History |
| INBXInhibrx Biosciences, Inc. | COM | 1,452,707 | $114.8M | 2.1% | +125,000+9.4% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 4,457,974 | $110.6M | 2.0% | +662,080+17.4% | Added | History |
| IMTXImmatics N.V. | SHS | 10,383,456 | $109.0M | 2.0% | +1,000,000+10.7% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 3,069,225 | $100.5M | 1.8% | +1,839,780+149.6% | Added | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 8,284,882 | $100.1M | 1.8% | −667,483−7.5% | Reduced | History |
| ACLXArcellx, Inc. | COMMON STOCK | 1,466,071 | $95.6M | 1.8% | −1,002,282−40.6% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 3,042,703 | $94.7M | 1.7% | +1,580,303+108.1% | Added | History |
| BSXBoston Scientific Corp | Stock | 979,000 | $93.3M | 1.7% | +669,000+215.8% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 6,370,851 | $90.7M | 1.7% | 00.0% | Unchanged | History |
| ZYMEZymeworks Inc. | COM | 3,261,850 | $85.9M | 1.6% | +1,171,187+56.0% | Added | History |
| ATXSAstria Therapeutics, Inc. | COM | 6,485,420 | $84.9M | 1.6% | 00.0% | Unchanged | History |
| MGTXMeiraGTx Holdings plc | COM | 10,326,103 | $82.1M | 1.5% | −2,300,000−18.2% | Reduced | History |
| AORTArtivion, Inc. | COM | 1,722,290 | $78.6M | 1.4% | −297,710−14.7% | Reduced | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 2,917,634 | $73.0M | 1.3% | −183,268−5.9% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 3,478,944 | $68.0M | 1.2% | +2,938,500+543.7% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,555,877 | $67.5M | 1.2% | +2,139,728+151.1% | Added | History |
| SLDBSolid Biosciences Inc. | COM NEW | 11,833,539 | $66.7M | 1.2% | 00.0% | Unchanged | History |
| BLTEBelite Bio, Inc | SPONSORED ADS | 414,239 | $66.3M | 1.2% | +364,451+732.0% | Added | History |
| ABVXAbivax S.A. | SPONSORED ADS | 458,343 | $61.8M | 1.1% | +69,735+17.9% | Added | History |
| IVVDInvivyd, Inc. | COM | 21,785,166 | $53.8M | 1.0% | +21,785,166 | New | History |
| ENGNenGene Therapeutics Inc. | COM | 5,869,076 | $53.0M | 1.0% | +3,771,840+179.8% | Added | History |
| RGENRepligen Corp | COM | 315,541 | $51.7M | 0.9% | +45,113+16.7% | Added | History |
| IMVTImmunovant, Inc. | COM | 1,994,890 | $50.7M | 0.9% | +407,000+25.6% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 87,919 | $49.8M | 0.9% | +35,800+68.7% | Added | History |
| SIONSionna Therapeutics, Inc. | COM | 1,179,098 | $48.5M | 0.9% | 00.0% | Unchanged | History |
| NBIXNeurocrine Biosciences Inc | Stock | 331,050 | $47.0M | 0.9% | −119,000−26.4% | Reduced | History |
| DHRDanaher Corp | Stock | 200,000 | $45.8M | 0.8% | +200,000 | New | History |
| ORKAOruka Therapeutics, Inc. | COM | 1,476,501 | $44.8M | 0.8% | +208,480+16.4% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 9,680,185 | $41.2M | 0.8% | 00.0% | Unchanged | History |
| OMDAOmada Health, Inc. | COM | 2,396,330 | $37.8M | 0.7% | 00.0% | Unchanged | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 165,131 | $36.5M | 0.7% | +165,131 | New | History |
| IRONDisc Medicine, Inc. | COM | 450,743 | $35.8M | 0.7% | +450,743 | New | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 449,290 | $35.1M | 0.6% | 00.0% | Unchanged | History |
| PENPenumbra Inc | COM | 110,529 | $34.4M | 0.6% | −110,018−49.9% | Reduced | History |
| ANROAlto Neuroscience, Inc. | COM SHS | 1,784,393 | $31.8M | 0.6% | +1,629,027+1,048.5% | Added | History |
| CAICaris Life Sciences, Inc. | COM | 1,136,206 | $30.7M | 0.6% | +38,043+3.5% | Added | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 170,000 | $28.9M | 0.5% | +170,000 | New | History |
| PALIPalisade Bio, Inc. | COM | 12,050,000 | $28.3M | 0.5% | +12,050,000 | New | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 825,890 | $28.0M | 0.5% | +642,000+349.1% | Added | History |
| PVLAPalvella Therapeutics, Inc. | COM | 266,287 | $27.9M | 0.5% | −128,806−32.6% | Reduced | History |
| AXSMAxsome Therapeutics, Inc. | COM | 148,900 | $27.2M | 0.5% | 00.0% | Unchanged | History |
| AXGNAxogen, Inc. | COM | 784,140 | $25.7M | 0.5% | +784,140 | New | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 6,314,452 | $25.3M | 0.5% | +6,314,452 | New | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 3,162,529 | $24.7M | 0.5% | +3,162,529 | New | History |
| NAUTNautilus Biotechnology, Inc. | COM | 12,594,211 | $24.6M | 0.4% | 00.0% | Unchanged | History |
| KODKodiak Sciences Inc. | COM | 848,900 | $23.7M | 0.4% | +214,323+33.8% | Added | History |
| BIIBBiogen Inc. | COM | 124,000 | $21.8M | 0.4% | +124,000 | New | History |
| ALDXAldeyra Therapeutics, Inc. | COM | 4,185,632 | $21.7M | 0.4% | −1,036,679−19.9% | Reduced | History |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 5,127,256 | $21.3M | 0.4% | −165,300−3.1% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 259,545 | $20.5M | 0.4% | +259,545 | New | History |
| RAPPRapport Therapeutics, Inc. | COM | 673,923 | $20.4M | 0.4% | +270,000+66.8% | Added | History |
| GRALGRAIL, Inc. | COM | 237,342 | $20.3M | 0.4% | +237,342 | New | History |
| IRTCiRhythm Holdings, Inc. | COM | 108,000 | $19.2M | 0.4% | −15,000−12.2% | Reduced | History |
| BBNXBeta Bionics, Inc. | COM | 602,944 | $18.4M | 0.3% | +325,000+116.9% | Added | History |
| CVSCVS Health Corp | Stock | 220,000 | $17.5M | 0.3% | +220,000 | New | History |
| CTNMContineum Therapeutics, Inc. | CL A | 1,464,592 | $16.7M | 0.3% | +750,000+105.0% | Added | History |
| GHGuardant Health, Inc. | COM | 160,000 | $16.3M | 0.3% | +160,000 | New | History |
| ADMAAdma Biologics, Inc. | COM | 883,468 | $16.1M | 0.3% | −270,000−23.4% | Reduced | History |
| RLAYRelay Therapeutics, Inc. | COM | 1,903,245 | $16.1M | 0.3% | +1,903,245 | New | History |
| GKOSGLAUKOS Corp | COM | 140,000 | $15.8M | 0.3% | +140,000 | New | History |
| DXCMDexcom Inc | COM | 225,758 | $15.0M | 0.3% | +225,758 | New | History |
| SVRASavara Inc | COM | 2,400,000 | $14.5M | 0.3% | +2,400,000 | New | History |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $14.1M | 0.3% | – | – | – |
| LONALeonaBio, Inc. | COM | 1,859,322 | $14.1M | 0.3% | +1,319,026+244.1% | Added | History |
| SEPNSepterna, Inc. | COM | 433,160 | $12.1M | 0.2% | −108,290−20.0% | Reduced | History |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,421,568 | $11.1M | 0.2% | 00.0% | Unchanged | History |
| ADGMAdagio Medical Holdings, Inc. | COM | 9,876,576 | $10.3M | 0.2% | 00.0% | Unchanged | History |
| OCSOculis Holding AG | ORDINARY SHARES | 493,827 | $9.86M | 0.2% | +493,827 | New | History |
| GOSSGossamer Bio, Inc. | COM | 3,139,669 | $9.73M | 0.2% | −673,128−17.7% | Reduced | History |
| MPLTMapLight Therapeutics, Inc. | COM | 550,000 | $9.66M | 0.2% | +550,000 | New | History |
| XENEXenon Pharmaceuticals Inc. | COM | 200,791 | $9.00M | 0.2% | 00.0% | Unchanged | History |
| IRDOpus Genetics, Inc. | COM | 4,325,000 | $8.69M | 0.2% | 00.0% | Unchanged | History |
| AVRAnteris Technologies Global Corp. | COM | 1,675,476 | $8.36M | 0.2% | −29,654−1.7% | Reduced | History |
| KMTSKestra Medical Technologies, Ltd. | SHS | 285,000 | $7.56M | 0.1% | +285,000 | New | History |
| BLLNBillionToOne, Inc. | CL A | 72,812 | $5.96M | 0.1% | +72,812 | New | History |
| KYMRKymera Therapeutics, Inc. | COM | 69,935 | $5.44M | 0.1% | −99,861−58.8% | Reduced | History |
| PEPGPepGen Inc. | COM | 829,870 | $5.40M | 0.1% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 453,686 | $5.38M | 0.1% | 00.0% | Unchanged | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 439,142 | $5.35M | 0.1% | +439,142 | New | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 692,441 | $5.33M | 0.1% | −746,154−51.9% | Reduced | History |
| AQSTAquestive Therapeutics, Inc. | COM | 747,193 | $4.83M | 0.1% | −3,012,906−80.1% | Reduced | History |
| TNGXTango Therapeutics, Inc. | COM | 513,035 | $4.55M | 0.1% | +513,035 | New | History |
| KRYSKrystal Biotech, Inc. | COM | 17,500 | $4.31M | 0.1% | −17,500−50.0% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 121,082 | $4.30M | 0.1% | +121,082 | New | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 165,713 | $4.14M | 0.1% | +165,713 | New | History |
| SDGRSchrodinger, Inc. | COM | 202,400 | $3.62M | 0.1% | +202,400 | New | History |
| OMOutset Medical, Inc. | COM NEW | 833,333 | $3.09M | 0.1% | 00.0% | Unchanged | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 803,210 | $3.00M | 0.1% | +803,210 | New | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 139,667 | $2.54M | <0.1% | 00.0% | Unchanged | History |
| CNTBConnect Biopharma Holdings Ltd | SHS | 792,696 | $2.24M | <0.1% | +792,696 | New | History |
Options (4)
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 2025 (14)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| MRUSMerus N.V. | COM | 1,353,093 | $127.4M | 3.7% | History |
| INSMINSMED Inc | COM PAR $.01 | 702,130 | $101.1M | 2.9% | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 524,088 | $55.9M | 1.6% | History |
| AKROAkero Therapeutics, Inc. | COM | 1,135,766 | $53.9M | 1.6% | History |
| JANXJanux Therapeutics, Inc. | COM | 292,686 | $7.15M | 0.2% | History |
| TEMTempus AI, Inc. | CL A | 85,000 | $6.86M | 0.2% | History |
| HTFLHeartflow, Inc. | COM | 150,000 | $5.05M | 0.1% | History |
| SCPHscPharmaceuticals Inc. | COM | 583,142 | $3.31M | 0.1% | History |
| VKTXViking Therapeutics, Inc. | COM | 105,597 | $2.78M | 0.1% | History |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 1,178,307 | $2.62M | 0.1% | History |
| TRIBTrinity Biotech PLC | SPONS ADR NEW | 1,790,000 | $1.86M | 0.1% | History |
| LYRALyra Therapeutics, Inc. | COM NEW | 229,382 | $1.50M | <0.1% | History |
| QUREuniQure N.V. | SHS | 20,000 | $1.17M | <0.1% | History |
| APYXApyx Medical Corp | COM | 150,000 | $321.0K | <0.1% | History |