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

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