PERCEPTIVE ADVISORS LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.7T
Holdings
84
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (84 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VRNAVERONA PHARMA PLC | 5,507,591 | $520.9B | 19.31% | |
| 2 | ASNDASCENDIS PHARMA A/S | 963,886 | $166.4B | 6.17% | |
| 3 | ACLXARCELLX INC | 2,478,000 | $163.2B | 6.05% | |
| 4 | RYTMRHYTHM PHARMACEUTICALS INC | 2,418,299 | $152.8B | 5.67% | |
| 5 | NUVLNUVALENT INC | 1,375,180 | $104.9B | 3.89% | |
| 6 | AORTARTIVION INC | 2,793,703 | $86.9B | 3.22% | |
| 7 | MGTXMEIRAGTX HLDGS PLC | 12,626,103 | $82.2B | 3.05% | |
| 8 | IM8NINSMED INC | 650,252 | $65.4B | 2.43% | |
| 9 | EWTXEDGEWISE THERAPEUTICS INC | 4,639,949 | $60.8B | 2.26% | |
| 10 | PTGXPROTAGONIST THERAPEUTICS INC | 1,074,448 | $59.4B | 2.20% | |
| 11 | SLDBSOLID BIOSCIENCES INC | 11,906,646 | $58.0B | 2.15% | |
| 12 | APGEAPOGEE THERAPEUTICS INC | 1,182,148 | $51.3B | 1.90% | |
| 13 | AMLXAMYLYX PHARMACEUTICALS INC | 7,902,365 | $50.7B | 1.88% | |
| 14 | IMTXIMMATICS N.V | 9,383,456 | $50.5B | 1.87% | |
| 15 | AKROAKERO THERAPEUTICS INC | 915,887 | $48.9B | 1.81% | |
| 16 | OMDAOMADA HEALTH INC | 2,426,330 | $44.4B | 1.65% | |
| 17 | AM6AMICUS THERAPEUTICS INC | 7,412,830 | $42.5B | 1.57% | |
| 18 | ROIVROIVANT SCIENCES LTD | 3,331,465 | $37.5B | 1.39% | |
| 19 | MRUSMERUS N V | 708,176 | $37.3B | 1.38% | |
| 20 | SLNOSOLENO THERAPEUTICS INC | 430,439 | $36.1B | 1.34% | |
| 21 | CATBUSDASTRIA THERAPEUTICS INC | 6,485,420 | $34.8B | 1.29% | |
| 22 | IMVTIMMUNOVANT INC | 2,137,890 | $34.2B | 1.27% | |
| 23 | NBIXNEUROCRINE BIOSCIENCES INC | 255,050 | $32.1B | 1.19% | |
| 24 | PRAXPRAXIS PRECISION MEDICINES I | 752,921 | $31.7B | 1.17% | |
| 25 | BSXBOSTON SCIENTIFIC CORP | 280,000 | $30.1B | 1.11% | |
| 26 | CAICARIS LIFE SCIENCES INC | 1,098,163 | $29.3B | 1.09% | |
| 27 | XBISPDR SERIES TRUST | 300,000 | $24.9B | 0.92% | Put |
| 28 | ISRGINTUITIVE SURGICAL INC | 45,119 | $24.5B | 0.91% | |
| 29 | ADMAADMA BIOLOGICS INC | 1,303,468 | $23.7B | 0.88% | |
| 30 | BBNXBETA BIONICS INC | 1,593,608 | $23.2B | 0.86% | |
| 31 | SYRESPYRE THERAPEUTICS INC | 1,529,445 | $22.9B | 0.85% | |
| 32 | EOLSEVOLUS INC | 2,474,843 | $22.8B | 0.85% | |
| 33 | CELCCELCUITY INC | 1,633,208 | $21.8B | 0.81% | |
| 34 | DYNDYNE THERAPEUTICS INC | 2,247,390 | $21.4B | 0.79% | |
| 35 | SIONSIONNA THERAPEUTICS INC | 1,216,045 | $21.1B | 0.78% | |
| 36 | AXSMAXSOME THERAPEUTICS INC | 198,534 | $20.7B | 0.77% | |
| 37 | RGENREPLIGEN CORP | 166,000 | $20.6B | 0.77% | |
| 38 | PODDINSULET CORP | 60,387 | $19.0B | 0.70% | |
| 39 | OMOUTSET MED INC | 833,333 | $16.0B | 0.59% | |
| 40 | ZYMEZYMEWORKS INC | 1,275,274 | $16.0B | 0.59% | |
| 41 | CTMXCYTOMX THERAPEUTICS INC | 6,993,646 | $15.9B | 0.59% | |
| 42 | ALDXALDEYRA THERAPEUTICS INC | 4,051,631 | $15.5B | 0.58% | |
| 43 | CRLCHARLES RIV LABS INTL INC | 100,000 | $15.2B | 0.56% | |
| 44 | CNTACENTESSA PHARMACEUTICALS PLC | 1,146,935 | $15.1B | 0.56% | |
| 45 | INBXINHIBRX BIOSCIENCES INC | 977,892 | $14.0B | 0.52% | |
| 46 | ADGMADAGIO MED HLDGS INC | 9,876,576 | $12.8B | 0.48% | |
| 47 | NRIXNURIX THERAPEUTICS INC | 1,096,985 | $12.5B | 0.46% | |
| 48 | TVTXTRAVERE THERAPEUTICS INC | 834,252 | $12.3B | 0.46% | |
| 49 | OBIOORCHESTRA BIOMED HLDGS INC | 4,592,556 | $12.3B | 0.46% | |
| 50 | DRUGBRIGHT MINDS BIOSCIENCES INC | 420,690 | $11.0B | 0.41% | |
| 51 | IKTINHIBIKASE THERAPEUTICS INC | 5,432,293 | $10.6B | 0.39% | |
| 52 | VKTXVIKING THERAPEUTICS INC | 380,700 | $10.1B | 0.37% | |
| 53 | RAREULTRAGENYX PHARMACEUTICAL IN | 270,000 | $9.8B | 0.36% | |
| 54 | KYMRKYMERA THERAPEUTICS INC | 210,106 | $9.2B | 0.34% | |
| 55 | NAUTNAUTILUS BIOTECHNOLOGY INC | 12,594,211 | $9.1B | 0.34% | |
| 56 | PENPENUMBRA INC | 32,797 | $8.4B | 0.31% | |
| 57 | CAPRCAPRICOR THERAPEUTICS INC | 750,000 | $7.4B | 0.28% | Put |
| 58 | CBIOCRESCENT BIOPHARMA INC. | 453,686 | $7.3B | 0.27% | |
| 59 | AQSTAQUESTIVE THERAPEUTICS INC | 2,190,420 | $7.3B | 0.27% | |
| 60 | JANXJANUX THERAPEUTICS INC | 292,686 | $6.8B | 0.25% | |
| 61 | AVRANTERIS TECHNOLOGIES GLOBAL | 1,705,130 | $6.5B | 0.24% | |
| 62 | XENEXENON PHARMACEUTICALS INC | 200,791 | $6.3B | 0.23% | |
| 63 | VRDNVIRIDIAN THERAPEUTICS INC | 447,507 | $6.3B | 0.23% | |
| 64 | CRVSCORVUS PHARMACEUTICALS INC | 1,438,595 | $5.8B | 0.21% | |
| 65 | SEPNSEPTERNA INC | 541,450 | $5.7B | 0.21% | |
| 66 | GMEDGLOBUS MED INC | 88,500 | $5.2B | 0.19% | |
| 67 | NVNOENVVENO MEDICAL CORPORATION | 1,284,966 | $5.1B | 0.19% | |
| 68 | HLXCHELIX ACQUISITION CORP II | 398,000 | $4.2B | 0.16% | |
| 69 | IRDOPUS GENETICS INC | 4,325,000 | $4.1B | 0.15% | |
| 70 | CTNMCONTINEUM THERAPEUTICS INC | 699,486 | $2.8B | 0.10% | |
| 71 | LYRALYRA THERAPEUTICS INC | 255,150 | $2.3B | 0.08% | |
| 72 | SCPHSCPHARMACEUTICALS INC | 500,000 | $1.9B | 0.07% | |
| 73 | —ATHIRA PHARMA INC | 5,402,964 | $1.6B | 0.06% | |
| 74 | RAPTRAPT THERAPEUTICS INC | 183,890 | $1.5B | 0.05% | |
| 75 | TRIBTRINITY BIOTECH PLC | 1,790,000 | $1.2B | 0.04% | |
| 76 | FBRXFORTE BIOSCIENCES INC | 68,192 | $881.7M | 0.03% | |
| 77 | AVTXAVALO THERAPEUTICS INC | 139,667 | $696.9M | 0.03% | |
| 78 | BDSXBIODESIX INC | 2,173,880 | $613.0M | 0.02% | |
| 79 | LXEOLEXEO THERAPEUTICS INC | 139,835 | $562.1M | 0.02% | |
| 80 | APYXAPYX MEDICAL CORPORATION | 150,000 | $337.5M | 0.01% | |
| 81 | KALAKALA BIO INC | 55,227 | $262.9M | 0.01% | |
| 82 | ENSCENSYSCE BIOSCIENCES INC | 86,666 | $193.3M | 0.01% | |
| 83 | RVMDWREVOLUTION MEDICINES INC | 250,000 | $65.7M | 0.00% | |
| 84 | SRZNWSURROZEN INC | 166,666 | $3.0M | 0.00% |