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 |
|---|---|---|---|---|---|---|---|
| EWTXEdgewise Therapeutics, Inc. | COM | 4,457,974 | $110.6M | 2.0% | +662,080+17.4% | Added | History |
| INBXInhibrx Biosciences, Inc. | COM | 1,452,707 | $114.8M | 2.1% | +125,000+9.4% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 1,350,425 | $117.9M | 2.2% | +320,291+31.1% | Added | History |
| EXASExact Sciences Corp | COM | 1,200,487 | $121.9M | 2.2% | +735,000+157.9% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 4,278,180 | $163.5M | 3.0% | +483,565+12.7% | Added | History |
| NUVLNuvalent, Inc. | COM | 1,665,105 | $167.5M | 3.1% | +102,769+6.6% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 7,985,461 | $173.3M | 3.2% | +617,000+8.4% | Added | History |
| APGEApogee Therapeutics, Inc. | COM | 2,330,651 | $175.9M | 3.2% | +978,662+72.4% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,081,421 | $230.6M | 4.2% | −7,080−0.7% | Reduced | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 2,546,391 | $272.6M | 5.0% | +107,422+4.4% | Added | History |
| CELCCelcuity Inc. | COM | 3,160,200 | $315.2M | 5.8% | +203,881+6.9% | Added | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,995,986 | $588.3M | 10.8% | +431,432+27.6% | Added | 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 |