13F HOLDINGS REPORT
PERCEPTIVE ADVISORS LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001012975-25-000762
Total Value
$3.46B
Positions
93
Other Managers
0
Confidential Omitted
No
Holdings (93)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RHYTHM PHARMACEUTICALS INC | RYTM | 2,438,969 | $246.3M | 7.11% |
| 2 | ASCENDIS PHARMA A/S | ASND | 1,088,501 | $216.4M | 6.25% |
| 3 | ARCELLX INC | ACLX | 2,468,353 | $202.7M | 5.85% |
| 4 | CELCUITY INC | CELC | 2,956,319 | $146.0M | 4.22% |
| 5 | NUVALENT INC | NUVL | 1,562,336 | $135.1M | 3.90% |
| 6 | MERUS N V | N5749R100 | 1,353,093 | $127.4M | 3.68% |
| 7 | AMYLYX PHARMACEUTICALS INC | AMLX | 8,952,365 | $121.7M | 3.51% |
| 8 | ROIVANT SCIENCES LTD | ROIV | 7,368,461 | $111.5M | 3.22% |
| 9 | MEIRAGTX HLDGS PLC | MGTX | 12,626,103 | $103.8M | 3.00% |
| 10 | INSMED INC | INSM | 702,130 | $101.1M | 2.92% |
| 11 | TRAVERE THERAPEUTICS INC | TVTX | 3,794,615 | $90.7M | 2.62% |
| 12 | ARTIVION INC | AORT | 2,020,000 | $85.5M | 2.47% |
| 13 | PRAXIS PRECISION MEDICINES I | PRAX | 1,564,554 | $82.9M | 2.39% |
| 14 | IMMATICS N.V | IMTX | 9,383,456 | $79.9M | 2.31% |
| 15 | CENTESSA PHARMACEUTICALS PLC | CNTA | 3,100,902 | $75.2M | 2.17% |
| 16 | SOLID BIOSCIENCES INC | SLDB | 11,833,539 | $73.0M | 2.11% |
| 17 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,030,134 | $68.4M | 1.98% |
| 18 | NEUROCRINE BIOSCIENCES INC | NBIX | 450,050 | $63.2M | 1.82% |
| 19 | EDGEWISE THERAPEUTICS INC | EWTX | 3,795,894 | $61.6M | 1.78% |
| 20 | VERONA PHARMA PLC | 925050106 | 524,088 | $55.9M | 1.61% |
| 21 | PENUMBRA INC | PEN | 220,547 | $55.9M | 1.61% |
| 22 | AKERO THERAPEUTICS INC | 00973Y108 | 1,135,766 | $53.9M | 1.56% |
| 23 | APOGEE THERAPEUTICS INC | APGE | 1,351,989 | $53.7M | 1.55% |
| 24 | OMADA HEALTH INC | OMDA | 2,396,330 | $53.0M | 1.53% |
| 25 | AMICUS THERAPEUTICS INC | FOLD | 6,370,851 | $50.2M | 1.45% |
| 26 | ASTRIA THERAPEUTICS INC | 04635X102 | 6,485,420 | $47.2M | 1.36% |
| 27 | INHIBRX BIOSCIENCES INC | INBX | 1,327,707 | $44.7M | 1.29% |
| 28 | RHYTHM PHARMACEUTICALS INC | RYTM | 416,666,000 | $42.1M | 1.22% |
| 29 | REPLIGEN CORP | RGEN | 270,428 | $36.1M | 1.04% |
| 30 | ZYMEWORKS INC | ZYME | 2,090,663 | $35.7M | 1.03% |
| 31 | SIONNA THERAPEUTICS INC | SION | 1,179,098 | $34.7M | 1.00% |
| 32 | CARIS LIFE SCIENCES INC | CAI | 1,098,163 | $33.2M | 0.96% |
| 33 | ABIVAX SA | AAVXF | 388,608 | $33.0M | 0.95% |
| 34 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,462,400 | $31.6M | 0.91% |
| 35 | CYTOMX THERAPEUTICS INC | CTMX | 9,680,185 | $30.9M | 0.89% |
| 36 | BOSTON SCIENTIFIC CORP | BSX | 310,000 | $30.3M | 0.87% |
| 37 | ALDEYRA THERAPEUTICS INC | ALDX | 5,222,311 | $27.3M | 0.79% |
| 38 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 449,290 | $27.3M | 0.79% |
| 39 | IMMUNOVANT INC | IMVT | 1,587,890 | $25.6M | 0.74% |
| 40 | EXACT SCIENCES CORP | 30063P105 | 465,487 | $25.5M | 0.74% |
| 41 | PALVELLA THERAPEUTICS INC NE | PVLA | 395,093 | $24.8M | 0.72% |
| 42 | ORUKA THERAPEUTICS INC | ORKA | 1,268,021 | $24.4M | 0.70% |
| 43 | INTUITIVE SURGICAL INC | ISRG | 52,119 | $23.3M | 0.67% |
| 44 | IRHYTHM TECHNOLOGIES INC | IRTC | 123,000 | $21.2M | 0.61% |
| 45 | AQUESTIVE THERAPEUTICS INC | AQST | 3,760,099 | $21.0M | 0.61% |
| 46 | SPYRE THERAPEUTICS INC | SYRE | 1,229,445 | $20.6M | 0.60% |
| 47 | ADAGIO MED HLDGS INC | 00534B100 | 9,876,576 | $19.2M | 0.55% |
| 48 | AXSOME THERAPEUTICS INC | AXSM | 148,900 | $18.1M | 0.52% |
| 49 | ADMA BIOLOGICS INC | ADMA | 1,153,468 | $16.9M | 0.49% |
| 50 | ENGENE HOLDINGS INC | ENGNW | 2,097,236 | $14.3M | 0.41% |
| 51 | ORCHESTRA BIOMED HLDGS INC | OBIO | 5,292,556 | $13.1M | 0.38% |
| 52 | NURIX THERAPEUTICS INC | NRIX | 1,416,149 | $13.1M | 0.38% |
| 53 | RAPPORT THERAPEUTICS INC | RAPP | 403,923 | $12.0M | 0.35% |
| 54 | OUTSET MED INC | OM | 833,333 | $11.8M | 0.34% |
| 55 | NAUTILUS BIOTECHNOLOGY INC | NAUT | 12,594,211 | $10.6M | 0.31% |
| 56 | CORVUS PHARMACEUTICALS INC | CRVS | 1,438,595 | $10.6M | 0.31% |
| 57 | KODIAK SCIENCES INC | KOD | 634,577 | $10.4M | 0.30% |
| 58 | SEPTERNA INC | SEPN | 541,450 | $10.2M | 0.29% |
| 59 | GOSSAMER BIO INC | GOSS | 3,812,797 | $10.0M | 0.29% |
| 60 | KYMERA THERAPEUTICS INC | KYMR | 169,796 | $9.6M | 0.28% |
| 61 | INHIBIKASE THERAPEUTICS INC | IKT | 5,421,568 | $8.8M | 0.25% |
| 62 | CELCUITY INC | CELC | 6,500,000 | $8.7M | 0.25% |
| 63 | CONTINEUM THERAPEUTICS INC | CTNM | 714,592 | $8.4M | 0.24% |
| 64 | XENON PHARMACEUTICALS INC | XENE | 200,791 | $8.1M | 0.23% |
| 65 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 1,705,130 | $7.7M | 0.22% |
| 66 | JANUX THERAPEUTICS INC | JANX | 292,686 | $7.2M | 0.21% |
| 67 | OPUS GENETICS INC | IRD | 4,325,000 | $7.1M | 0.21% |
| 68 | TEMPUS AI INC | TEM | 85,000 | $6.9M | 0.20% |
| 69 | DYNE THERAPEUTICS INC | DYN | 540,444 | $6.8M | 0.20% |
| 70 | KRYSTAL BIOTECH INC | KRYS | 35,000 | $6.2M | 0.18% |
| 71 | BETA BIONICS INC | BBNX | 277,944 | $5.5M | 0.16% |
| 72 | CRESCENT BIOPHARMA INC. | CBIO | 453,686 | $5.4M | 0.16% |
| 73 | HEARTFLOW INC | HTFL | 150,000 | $5.0M | 0.15% |
| 74 | RAPT THERAPEUTICS INC | 75382E208 | 183,890 | $4.7M | 0.14% |
| 75 | PEPGEN INC | PEPG | 829,870 | $3.8M | 0.11% |
| 76 | BELITE BIO INC | BLTE | 49,788 | $3.7M | 0.11% |
| 77 | SCPHARMACEUTICALS INC | 810648105 | 583,142 | $3.3M | 0.10% |
| 78 | VIKING THERAPEUTICS INC | VKTX | 105,597 | $2.8M | 0.08% |
| 79 | PYXIS ONCOLOGY INC | PYXS | 1,178,307 | $2.6M | 0.08% |
| 80 | ATHIRA PHARMA INC | 04746L203 | 540,296 | $2.2M | 0.06% |
| 81 | ARS PHARMACEUTICALS INC | SPRY | 200,000 | $2.0M | 0.06% |
| 82 | TRINITY BIOTECH PLC | TRIB | 1,790,000 | $1.9M | 0.05% |
| 83 | AVALO THERAPEUTICS INC | AVTX | 139,667 | $1.8M | 0.05% |
| 84 | ENVVENO MEDICAL CORPORATION | NVNO | 1,759,035 | $1.6M | 0.05% |
| 85 | LYRA THERAPEUTICS INC | LYRA | 229,382 | $1.5M | 0.04% |
| 86 | UNIQURE NV | QURE | 20,000 | $1.2M | 0.03% |
| 87 | LEXEO THERAPEUTICS INC | LXEO | 139,835 | $928,504 | 0.03% |
| 88 | BIODESIX | BDSX | 108,694 | $820,639 | 0.02% |
| 89 | ALTO NEUROSCIENCE INC | ANRO | 155,366 | $624,571 | 0.02% |
| 90 | APYX MEDICAL CORPORATION | APYX | 150,000 | $321,000 | 0.01% |
| 91 | ENSYSCE BIOSCIENCES INC | ENSCW | 86,666 | $205,398 | 0.01% |
| 92 | REVOLUTION MEDICINES INC | RVMDW | 250,000 | $74,975 | 0.00% |
| 93 | SURROZEN INC | SRZNW | 166,666 | $2,967 | 0.00% |