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Livermore
Livermore
ZHEN

Perceptive Advisors LLC

SEC CIK
0001224962
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 29, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
92
−20 vs. Q4 2025
Portfolio value
$5.06B
−$395.8M (−7.3%) vs. Q4 2025
Filed
May 29, 2026
AmendedSEC
Holdings of Perceptive Advisors LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PRAXPraxis Precision Medicines, Inc.COM NEW2,035,986$656.0M13.0%+40,000+2.0%AddedHistory
CELCCelcuity Inc.COM3,127,200$356.9M7.1%−33,000−1.0%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR1,531,421$350.3M6.9%+450,000+41.6%AddedHistory
ROIVRoivant Sciences Ltd.SHS8,285,461$229.5M4.5%+300,000+3.8%AddedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS5,258,903$208.9M4.1%+2,341,269+80.2%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM2,373,795$206.4M4.1%−172,596−6.8%ReducedHistory
SYRESpyre Therapeutics, Inc.COM NEW3,783,225$190.8M3.8%+714,000+23.3%AddedHistory
NUVLNuvalent, Inc.COM1,580,505$161.9M3.2%−84,600−5.1%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM4,423,974$139.4M2.8%−34,000−0.8%ReducedHistory
PTGXProtagonist Therapeutics, IncCOM1,230,879$129.7M2.6%−119,546−8.9%ReducedHistory
APGEApogee Therapeutics, Inc.COM1,540,384$129.7M2.6%−790,267−33.9%ReducedHistory
TVTXTravere Therapeutics, Inc.COM4,142,551$123.1M2.4%−135,629−3.2%ReducedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM8,284,882$115.2M2.3%00.0%UnchangedHistory
IMTXImmatics N.V.SHS10,383,456$102.2M2.0%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM9,751,141$97.0M1.9%+7,847,896+412.3%AddedHistory
INBXInhibrx Biosciences, Inc.COM1,442,707$97.0M1.9%−10,000−0.7%ReducedHistory
MGTXMeiraGTx Holdings plcCOM10,326,103$89.3M1.8%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM3,510,078$87.9M1.7%+248,228+7.6%AddedHistory
SLDBSolid Biosciences Inc.COM NEW11,906,646$85.7M1.7%+73,107+0.6%AddedHistory
DYNDyne Therapeutics, Inc.COM4,668,839$84.6M1.7%+1,189,895+34.2%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM7,434,033$70.8M1.4%+4,271,504+135.1%AddedHistory
ORKAOruka Therapeutics, Inc.COM1,395,501$68.4M1.4%−81,000−5.5%ReducedHistory
AORTArtivion, Inc.COM1,637,290$60.0M1.2%−85,000−4.9%ReducedHistory
NRIXNurix Therapeutics, Inc.COM3,710,877$57.5M1.1%+155,000+4.4%AddedHistory
NAUTNautilus Biotechnology, Inc.COM12,594,211$48.9M1.0%00.0%UnchangedHistory
CTMXCytomX Therapeutics, Inc.COM10,098,824$47.5M0.9%+418,639+4.3%AddedHistory
ANROAlto Neuroscience, Inc.COM SHS2,009,893$45.2M0.9%+225,500+12.6%AddedHistory
ENGNenGene Therapeutics Inc.COM5,827,506$39.7M0.8%−41,570−0.7%ReducedHistory
IMVTImmunovant, Inc.COM1,597,383$39.7M0.8%−397,507−19.9%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW85,419$39.4M0.8%−2,500−2.8%ReducedHistory
IONSIonis Pharmaceuticals IncCOM504,000$37.8M0.7%+504,000NewHistory
DAWNDay One Biopharmaceuticals, Inc.Stock1,755,799$37.6M0.7%+1,755,799NewHistory
ABVXAbivax S.A.SPONSORED ADS328,884$36.6M0.7%−129,459−28.2%ReducedHistory
CRVSCorvus Pharmaceuticals, Inc.COM2,292,441$33.5M0.7%+1,600,000+231.1%AddedHistory
RGENRepligen CorpCOM280,541$33.1M0.7%−35,000−11.1%ReducedHistory
JAZZJazz Pharmaceuticals plcSHS USD170,000$32.1M0.6%00.0%UnchangedHistory
DMRADamora Therapeutics, Inc.COM NEW1,223,000$31.7M0.6%+1,223,000NewHistory
XFORX4 Pharmaceuticals, IncCOM NEW6,737,648$27.8M0.5%+423,196+6.7%AddedHistory
GHGuardant Health, Inc.COM300,000$27.7M0.5%+140,000+87.5%AddedHistory
DRUGBright Minds Biosciences Inc.COM NEW377,544$27.5M0.5%−71,746−16.0%ReducedHistory
IVVDInvivyd, Inc.COM20,859,303$27.1M0.5%−925,863−4.2%ReducedHistory
SIONSionna Therapeutics, Inc.COM658,439$26.4M0.5%−520,659−44.2%ReducedHistory
AXSMAxsome Therapeutics, Inc.COM149,950$25.3M0.5%+1,050+0.7%AddedHistory
RVMDRevolution Medicines, Inc.COM258,600$25.1M0.5%+258,600NewHistory
SABSSAB Biotherapeutics, Inc.COM NEW6,431,743$24.6M0.5%+5,628,533+700.8%AddedHistory
BLTEBelite Bio, IncSPONSORED ADS151,979$24.2M0.5%−262,260−63.3%ReducedHistory
TENXTenax Therapeutics, Inc.COM NEW1,447,782$23.2M0.5%+1,008,640+229.7%AddedHistory
AXGNAxogen, Inc.COM697,312$23.1M0.5%−86,828−11.1%ReducedHistory
VRDNViridian Therapeutics, Inc.COM1,170,829$22.9M0.5%−1,871,874−61.5%ReducedHistory
OBIOOrchestra BioMed Holdings, Inc.COM5,037,906$21.4M0.4%−89,350−1.7%ReducedHistory
RAPPRapport Therapeutics, Inc.COM673,923$21.1M0.4%00.0%UnchangedHistory
DBVTDBV Technologies S.A.SPONSORED ADS964,391$20.1M0.4%+964,391NewHistory
LONALeonaBio, Inc.COM1,859,322$19.1M0.4%00.0%UnchangedHistory
AVRAnteris Technologies Global Corp.COM3,425,476$19.0M0.4%+1,750,000+104.4%AddedHistory
STROSutro Biopharma, Inc.COM SHS715,307$17.8M0.4%+715,307NewHistory
TNGXTango Therapeutics, Inc.COM808,153$16.9M0.3%+295,118+57.5%AddedHistory
CTNMContineum Therapeutics, Inc.CL A1,255,592$16.4M0.3%−209,000−14.3%ReducedHistory
Celcuity Inc.15102KAA8NOTE 2.750% 8/0–$15.9M0.3%–––
PALIPalisade Bio, Inc.COM8,928,149$15.6M0.3%−3,121,851−25.9%ReducedHistory
OCSOculis Holding AGORDINARY SHARES493,827$13.1M0.3%00.0%UnchangedHistory
IRTCiRhythm Holdings, Inc.COM105,026$12.4M0.2%−2,974−2.8%ReducedHistory
ADGMAdagio Medical Holdings, Inc.COM9,876,576$11.0M0.2%00.0%UnchangedHistory
EVMNEvommune, Inc.COM SHS448,350$10.3M0.2%+448,350NewHistory
PHATPhathom Pharmaceuticals, Inc.COM925,000$10.3M0.2%+925,000NewHistory
NMRANeumora Therapeutics, Inc.COM5,104,097$9.95M0.2%+5,104,097NewHistory
OMDAOmada Health, Inc.COM786,330$9.88M0.2%−1,610,000−67.2%ReducedHistory
NBIXNeurocrine Biosciences IncStock65,050$8.57M0.2%−266,000−80.4%ReducedHistory
BBNXBeta Bionics, Inc.COM842,944$8.45M0.2%+240,000+39.8%AddedHistory
IRDOpus Genetics, Inc.COM1,835,842$8.35M0.2%−2,489,158−57.6%ReducedHistory
BLLNBillionToOne, Inc.CL A91,812$7.25M0.1%+19,000+26.1%AddedHistory
TWSTTwist Bioscience CorpCOM150,000$7.13M0.1%+150,000NewHistory
SRZNSurrozen, Inc.COM NEW229,393$6.68M0.1%+229,393NewHistory
AGMBAgomAb Therapeutics NVSPONSORED ADS600,000$6.29M0.1%+600,000NewHistory
EOLSEvolus, Inc.COM1,286,862$5.29M0.1%+1,286,862NewHistory
COGTCogent Biosciences, Inc.COM121,082$4.66M0.1%00.0%UnchangedHistory
ADMAAdma Biologics, Inc.COM467,233$4.21M0.1%−416,235−47.1%ReducedHistory
IKTInhibikase Therapeutics, Inc.COM NEW2,315,000$3.89M0.1%−3,106,568−57.3%ReducedHistory
CBIOCrescent Biopharma, Inc.COM206,942$3.80M0.1%−246,744−54.4%ReducedHistory
APLSApellis Pharmaceuticals, Inc.COM80,956$3.26M0.1%+80,956NewHistory
OMOutset Medical, Inc.COM NEW833,333$3.20M0.1%00.0%UnchangedHistory
EDSAEdesa Biotech, Inc.COM NEW563,239$2.95M0.1%+563,239NewHistory
ADPTAdaptive Biotechnologies CorpCOM152,500$2.12M<0.1%+152,500NewHistory
AVTXAvalo Therapeutics, Inc.COM NEW139,667$2.09M<0.1%00.0%UnchangedHistory
CNTBConnect Biopharma Holdings LtdSHS792,696$2.08M<0.1%00.0%UnchangedHistory
CORTCorcept Therapeutics IncCOM50,000$2.02M<0.1%+50,000NewHistory
MDLNMedline Inc.COM CL A28,000$1.25M<0.1%00.0%UnchangedHistory
PTNPalatin Technologies IncCOM NEW61,945$1.08M<0.1%−8,055−11.5%ReducedHistory
CPIXCumberland Pharmaceuticals IncCOM196,978$640.2K<0.1%−144,109−42.2%ReducedHistory
RVMDWRevolution Medicines, Inc.*W EXP 12/17/202250,000$447.5K<0.1%00.0%UnchangedHistory
XGNExagen Inc.COM114,893$344.7K<0.1%+114,893NewHistory
ENSCEnsysce Biosciences, Inc.COM NEW86,666$46.7K<0.1%00.0%UnchangedHistory
Surrozen, Inc.86889P117*W EXP 08/01/203166,666$2.67K<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.

Option positions of Perceptive Advisors LLC in Q1 2026
SecurityClassPutsCalls
MRNAModerna, Inc.Stock$50.8M–
OCULOcular Therapeutix, IncCOM–$4.24M

Sold out since Q4 2025 (38)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Perceptive Advisors LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
EXASExact Sciences CorpCOM1,200,487$121.9M2.2%History
ACLXArcellx, Inc.COMMON STOCK1,466,071$95.6M1.8%History
BSXBoston Scientific CorpStock979,000$93.3M1.7%History
FOLDAmicus Therapeutics, Inc.COM6,370,851$90.7M1.7%History
ATXSAstria Therapeutics, Inc.COM6,485,420$84.9M1.6%History
DHRDanaher CorpStock200,000$45.8M0.8%History
CDTXCidara Therapeutics, Inc.COM NEW165,131$36.5M0.7%History
IRONDisc Medicine, Inc.COM450,743$35.8M0.7%History
PENPenumbra IncCOM110,529$34.4M0.6%History
CAICaris Life Sciences, Inc.COM1,136,206$30.7M0.6%History
RAPTRAPT Therapeutics, Inc.COM NEW825,890$28.0M0.5%History
PVLAPalvella Therapeutics, Inc.COM266,287$27.9M0.5%History
KODKodiak Sciences Inc.COM848,900$23.7M0.4%History
BIIBBiogen Inc.COM124,000$21.8M0.4%History
ALDXAldeyra Therapeutics, Inc.COM4,185,632$21.7M0.4%History
MIRMMirum Pharmaceuticals, Inc.COM259,545$20.5M0.4%History
GRALGRAIL, Inc.COM237,342$20.3M0.4%History
CVSCVS Health CorpStock220,000$17.5M0.3%History
GKOSGLAUKOS CorpCOM140,000$15.8M0.3%History
DXCMDexcom IncCOM225,758$15.0M0.3%History
SVRASavara IncCOM2,400,000$14.5M0.3%History
SEPNSepterna, Inc.COM433,160$12.1M0.2%History
GOSSGossamer Bio, Inc.COM3,139,669$9.73M0.2%History
MPLTMapLight Therapeutics, Inc.COM550,000$9.66M0.2%History
XENEXenon Pharmaceuticals Inc.COM200,791$9.00M0.2%History
KMTSKestra Medical Technologies, Ltd.SHS285,000$7.56M0.1%History
KYMRKymera Therapeutics, Inc.COM69,935$5.44M0.1%History
PEPGPepGen Inc.COM829,870$5.40M0.1%History
AQSTAquestive Therapeutics, Inc.COM747,193$4.83M0.1%History
KRYSKrystal Biotech, Inc.COM17,500$4.31M0.1%History
OLMAOlema Pharmaceuticals, Inc.COM165,713$4.14M0.1%History
SDGRSchrodinger, Inc.COM202,400$3.62M0.1%History
IMMXImmix Biopharma, Inc.COM338,941$1.77M<0.1%History
LXEOLexeo Therapeutics, Inc.COM139,835$1.39M<0.1%History
LENZLENZ Therapeutics, Inc.COM50,000$800.0K<0.1%History
BDSXBiodesix IncCOM108,694$739.1K<0.1%History
NVNOenVVeno Medical CorpCOMMON STOCK1,759,035$564.3K<0.1%History
IOVAIovance Biotherapeutics, Inc.COM152,714$416.9K<0.1%History