PERCEPTIVE ADVISORS LLC

CIK: 0001224962Latest portfolio: $5.6B · Q4 2025

Holdings

116

Total Value

$5.6B

New Positions

39

Closed Positions

15

#StockSharesValue% PortfolioChangeType
1
PRAXPRAXIS PRECISION MEDICINES I
1,995,986$588.3M10.49%+431K
2
CELCCELCUITY INC
3,160,200$315.2M5.62%+204K
3
RYTMRHYTHM PHARMACEUTICALS INC
2,546,391$272.6M4.86%-416,558,578
4
ASNDASCENDIS PHARMA A/S
1,081,421$230.6M4.11%-7,080
5
APGEAPOGEE THERAPEUTICS INC
2,330,651$175.9M3.14%+979K
6
ROIVROIVANT SCIENCES LTD
7,985,461$173.3M3.09%+617K
7
NUVLNUVALENT INC
1,665,105$167.5M2.99%+103K
8
TVTXTRAVERE THERAPEUTICS INC
4,278,180$163.5M2.91%+484K
9
XBISPDR SERIES TRUST
1,100,000$134.1M2.39%NEWPut
10
EXASEXACT SCIENCES CORP
1,200,487$121.9M2.17%+735K
11
PTGXPROTAGONIST THERAPEUTICS INC
1,350,425$117.9M2.10%+320K
12
INBXINHIBRX BIOSCIENCES INC
1,452,707$114.8M2.05%+125K
13
EWTXEDGEWISE THERAPEUTICS
4,457,974$110.6M1.97%+662K
14
IMTXIMMATICS N.V
10,383,456$109.0M1.94%+1.0M
15
SYRESPYRE THERAPEUTICS INC
3,069,225$100.5M1.79%+1.8M
16
AMLXAMYLYX PHARMACEUTICALS INC
8,284,882$100.1M1.78%-667,483
17
ACLXARCELLX INC
1,466,071$95.6M1.70%-1,002,282
18
VRDNVIRIDIAN THERAPEUTICS INC
3,042,703$94.7M1.69%+1.6M
19
BSXBOSTON SCIENTIFIC CORP
979,000$93.3M1.66%+669K
20
AM6AMICUS THERAPEUTICS INC
6,370,851$90.7M1.62%
21
ZYMEZYMEWORKS INC
3,261,850$85.9M1.53%+1.2M
22
CATBUSDASTRIA THERAPEUTICS INC
6,485,420$84.9M1.51%
23
MGTXMEIRAGTX HLDGS PLC
10,326,103$82.1M1.46%-2,300,000
24
AORTARTIVION INC
1,722,290$78.6M1.40%-297,710
25
CNTACENTESSA PHARMACEUTICALS PLC
2,917,634$73.0M1.30%-183,268

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ENGN5.9M+3.8M
NRIX3.6M+2.1M
SYRE3.1M+1.8M
ANRO1.8M+1.6M
VRDN3.0M+1.6M
ZYME3.3M+1.2M
APGE2.3M+979K
BSX979K+669K
EWTX4.5M+662K
RAPT826K+642K

Decreased Positions

NameSharesChange
RYTM2.5M-416558578
MGTX10.3M-2300000
ALDX4.2M-1036679
ACLX1.5M-1002282
GOSS3.1M-673128
AMLX8.3M-667483
AORT1.7M-297710
CNTA2.9M-183268
OBIO5.1M-165300
PVLA266K-128806

Sector Breakdown

HealthcareNaN% ($InfinityT)
Unknown0.0% ($907208489436475162624.0T)
Financial Services0.0% ($134.1M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$5.6B116
Q3 2025Nov 14, 2025$3.5T93
Q2 2025Aug 14, 2025$2.7T85
Q1 2025May 15, 2025$2.8T87
Q4 2024Feb 14, 2025$3.6T99
Q3 2024Nov 14, 2024$4726.7T108
Q2 2024Aug 14, 2024$4199.4T111
Q1 2024May 15, 2024$5758.0T112
Q4 2023Feb 14, 2024$4482.0T101
Q3 2023Nov 14, 2023$2997.9T97
Q2 2023Aug 14, 2023$3449.4T95
Q1 2023May 15, 2023$3842.2T99
Q4 2022Feb 14, 2023$3561.2T96
Q3 2022Nov 14, 2022$3.4T116
Q2 2022Aug 15, 2022$3.2T111
Q1 2022May 16, 2022$5.0T135
Q4 2021Feb 14, 2022$6.5T145
Q3 2021Nov 15, 2021$6.9T140
Q2 2021Aug 16, 2021$7.7T149
Q1 2021May 17, 2021$7.9T138
Q4 2020Feb 16, 2021$9.3T139
Q3 2020Nov 16, 2020$6.8T126
Q2 2020Aug 14, 2020$6.2T125
Q1 2020May 15, 2020$3.8T113
Q4 2019Feb 14, 2020$6.2T114
Q3 2019Nov 14, 2019$3.7T109
Q2 2019Aug 14, 2019$4.4T104
Q1 2019May 15, 2019$3.5T105
Q4 2018Feb 14, 2019$2.6T101
Q3 2018Nov 14, 2018$3.7T117
Q2 2018Aug 14, 2018$3.8T127
Q1 2018May 15, 2018$3.6T137
Q4 2017Feb 14, 2018$3.0T132
Q3 2017Nov 14, 2017$2.6T139
Q2 2017Aug 14, 2017$2.0T126
Q1 2017May 15, 2017$1.8T173
Q4 2016Feb 14, 2017$1.4T199
Q3 2016Nov 14, 2016$1.5T196
Q2 2016Aug 11, 2016$1.4T173
Q1 2016May 16, 2016$1.1T170

Fund Information

CIK0001224962
Most Recent FilingFeb 17, 2026
Number of Filings40

PERCEPTIVE ADVISORS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.6B across 116 holdings. The largest position is PRAXIS PRECISION MEDICINES I (PRAX), representing 10.5% of the portfolio. Compared to the previous quarter, the fund opened 39 new positions and closed 15 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.