Perceptive Advisors LLC Top Holdings and 13F Report (2025) About Perceptive Advisors LLCInvestment ActivityPerceptive Advisors LLC has $2.70 billion in total holdings as of June 30, 2025.Perceptive Advisors LLC owns shares of 84 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 18.25% of the portfolio was purchased this quarter.About 31.41% of the portfolio was sold this quarter.This quarter, Perceptive Advisors LLC has purchased 86 new stocks and bought additional shares in 12 stocks.Perceptive Advisors LLC sold shares of 33 stocks and completely divested from 23 stocks this quarter.Largest Holdings Verona Pharma PLC American Depositary Share $520,907,957Ascendis Pharma A/S $166,366,724Arcellx $163,176,300Rhythm Pharmaceuticals $152,812,314Nuvalent $104,926,234 Largest New Holdings this Quarter 04351P101 - Ascendis Pharma A/S $166,366,724 Holding68170A108 - OMADA HEALTH INC $44,401,839 HoldingG76279101 - Roivant Sciences $37,545,611 Holding142152107 - CARIS LIFE SCIENCES INC $29,342,915 Holding78464A870 - SPDR S&P Biotech ETF $24,879,000 Holding Largest Purchases this Quarter Ascendis Pharma A/S 963,886 shares (about $166.37M)OMADA HEALTH INC 2,426,330 shares (about $44.40M)Roivant Sciences 3,331,465 shares (about $37.55M)CARIS LIFE SCIENCES INC 1,098,163 shares (about $29.34M)SPDR S&P Biotech ETF 300,000 shares (about $24.88M) Largest Sales this Quarter Verona Pharma PLC American Depositary Share 1,055,749 shares (about $99.85M)Soleno Therapeutics 1,076,163 shares (about $90.16M)Amicus Therapeutics 14,051,697 shares (about $80.52M)Edgewise Therapeutics 2,407,379 shares (about $31.56M)Arcellx 448,478 shares (about $29.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPerceptive Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVRNAVerona Pharma PLC American Depositary Share$520,907,957$99,852,740 ▼-16.1%5,507,59119.3%MedicalASNDAscendis Pharma A/S$166,366,724$166,366,724 ▲New Holding963,8866.2%MedicalACLXArcellx$163,176,300$29,532,276 ▼-15.3%2,478,0006.0%MedicalRYTMRhythm Pharmaceuticals$152,812,314$8,223,926 ▼-5.1%2,418,2995.7%MedicalNUVLNuvalent$104,926,234$19,745,524 ▼-15.8%1,375,1803.9%MedicalAORTArtivion$86,884,1630.0%2,793,7033.2%MedicalMGTXMeiraGTx$82,231,024$293,075 ▲0.4%12,626,1033.0%MedicalINSMInsmed$65,441,361$14,185,409 ▲27.7%650,2522.4%MedicalEWTXEdgewise Therapeutics$60,829,731$31,560,738 ▼-34.2%4,639,9492.3%MedicalPTGXProtagonist Therapeutics$59,384,741$929,807 ▼-1.5%1,074,4482.2%MedicalSLDBSolid Biosciences$57,985,3660.0%11,906,6462.1%MedicalAPOGEE THERAPEUTICS INC$51,340,688$2,578,917 ▲5.3%1,182,1481.9%COMAMLXAmylyx Pharmaceuticals$50,654,160$179,589 ▲0.4%7,902,3651.9%MedicalIMTXImmatics$50,482,9930.0%9,383,4561.9%MedicalAKROAkero Therapeutics$48,871,730$6,559,385 ▲15.5%915,8871.8%MedicalOMADA HEALTH INC$44,401,839$44,401,839 ▲New Holding2,426,3301.6%COMFOLDAmicus Therapeutics$42,475,516$80,516,224 ▼-65.5%7,412,8301.6%MedicalROIVRoivant Sciences$37,545,611$37,545,611 ▲New Holding3,331,4651.4%MedicalMRUSMerus$37,250,058$930,547 ▲2.6%708,1761.4%MedicalSLNOSoleno Therapeutics$36,062,179$90,160,935 ▼-71.4%430,4391.3%MedicalATXSAstria Therapeutics$34,761,8510.0%6,485,4201.3%MedicalIMVTImmunovant$34,206,240$11,298,912 ▼-24.8%2,137,8901.3%MedicalNBIXNeurocrine Biosciences$32,057,234$19,481,950 ▲154.9%255,0501.2%MedicalPRAXIS PRECISION MEDICINES I$31,660,328$9,586,265 ▼-23.2%752,9211.2%COM NEWBSXBoston Scientific$30,074,800$16,111,500 ▲115.4%280,0001.1%MedicalCARIS LIFE SCIENCES INC$29,342,915$29,342,915 ▲New Holding1,098,1631.1%COMXBISPDR S&P Biotech ETF$24,879,000$24,879,000 ▲New Holding300,0000.9%ETFISRGIntuitive Surgical$24,518,116$2,445,345 ▲11.1%45,1190.9%MedicalADMAADMA Biologics$23,736,152$1,270,421 ▼-5.1%1,303,4680.9%MedicalBETA BIONICS INC$23,202,9320.0%1,593,6080.9%COM NEWSPYRE THERAPEUTICS INC$22,895,792$11,733,890 ▼-33.9%1,529,4450.8%COM NEWEOLSEvolus$22,793,304$15,236,094 ▼-40.1%2,474,8430.8%MedicalCELCCelcuity$21,803,327$9,733,098 ▼-30.9%1,633,2080.8%MedicalDYNE THERAPEUTICS INC$21,395,153$628,444 ▼-2.9%2,247,3900.8%COMSIONNA THERAPEUTICS INC$21,098,381$608,222 ▼-2.8%1,216,0450.8%COMAXSMAxsome Therapeutics$20,724,964$16,344,655 ▼-44.1%198,5340.8%MedicalRGENRepligen$20,647,080$4,502,432 ▲27.9%166,0000.8%MedicalPODDInsulet$18,972,388$3,521,958 ▼-15.7%60,3870.7%MedicalOUTSET MED INC$16,008,3260.0%833,3330.6%COMZYMEZymeworks$16,004,689$7,396,945 ▼-31.6%1,275,2740.6%MedicalCTMXCytomX Therapeutics$15,875,576$15,875,576 ▲New Holding6,993,6460.6%MedicalALDXAldeyra Therapeutics$15,517,747$20,008,763 ▼-56.3%4,051,6310.6%MedicalCRLCharles River Laboratories International$15,173,000$15,173,000 ▲New Holding100,0000.6%MedicalCNTACentessa Pharmaceuticals$15,070,726$24,880,065 ▼-62.3%1,146,9350.6%MedicalINHIBRX BIOSCIENCES INC$13,954,518$1,229,132 ▼-8.1%977,8920.5%COMADAGIO MED HLDGS INC$12,839,549$83,404 ▲0.7%9,876,5760.5%COMNRIXNurix Therapeutics$12,494,659$9,105,530 ▲268.7%1,096,9850.5%MedicalTVTXTravere Therapeutics$12,346,930$12,346,930 ▲New Holding834,2520.5%MedicalOBIOOrchestra BioMed$12,308,0500.0%4,592,5560.5%MedicalBRIGHT MINDS BIOSCIENCES INC$10,984,216$625,569 ▼-5.4%420,6900.4%COM NEWIKTInhibikase Therapeutics$10,592,971$960,779 ▼-8.3%5,432,2930.4%MedicalVKTXViking Therapeutics$10,088,550$3,400,083 ▼-25.2%380,7000.4%MedicalRAREUltragenyx Pharmaceutical$9,817,200$9,817,200 ▲New Holding270,0000.4%MedicalKYMRKymera Therapeutics$9,169,026$9,169,026 ▲New Holding210,1060.3%MedicalNAUTNautilus Biotechnology$9,130,8020.0%12,594,2110.3%MedicalPENPenumbra$8,416,694$8,416,694 ▲New Holding32,7970.3%MedicalCAPRCapricor Therapeutics$7,447,500$7,447,500 ▲New Holding750,0000.3%MedicalCRESCENT BIOPHARMA INC.$7,322,492$7,322,492 ▲New Holding453,6860.3%COMAQSTAquestive Therapeutics$7,250,290$5,086,768 ▼-41.2%2,190,4200.3%MedicalJANXJanux Therapeutics$6,761,047$15,655,472 ▼-69.8%292,6860.3%MedicalANTERIS TECHNOLOGIES GLOBAL$6,462,443$1,648,157 ▼-20.3%1,705,1300.2%COMXENEXenon Pharmaceuticals$6,284,758$3,897,883 ▼-38.3%200,7910.2%MedicalVRDNViridian Therapeutics$6,256,148$2,965,927 ▼-32.2%447,5070.2%MedicalCRVSCorvus Pharmaceuticals$5,754,380$5,754,380 ▲New Holding1,438,5950.2%MedicalSEPTERNA INC$5,723,127$5,723,127 ▲New Holding541,4500.2%COMGMEDGlobus Medical$5,223,270$5,223,270 ▲New Holding88,5000.2%MedicalNVNOenVVeno Medical$5,127,014$5,127,014 ▲New Holding1,284,9660.2%MedicalHELIX ACQUISITION CORP II$4,226,7600.0%398,0000.2%CL A ORD SHSOCUPOcuphire Pharma$4,074,5830.0%4,325,0000.2%MedicalCONTINEUM THERAPEUTICS INC$2,776,959$2,944,799 ▼-51.5%699,4860.1%CL ALYRA THERAPEUTICS INC$2,286,144$2,286,144 ▲New Holding255,1500.1%COM NEWSCPHscPharmaceuticals$1,905,0000.0%500,0000.1%MedicalATHAAthira Pharma$1,631,6950.0%5,402,9640.1%MedicalRAPT THERAPEUTICS INC$1,471,120$1,471,120 ▲New Holding183,8900.1%COM NEWTRINITY BIOTECH PLC$1,163,500$1,163,500 ▲New Holding1,790,0000.0%SPONS ADR NEWFORTE BIOSCIENCES INC$881,723$881,723 ▲New Holding68,1920.0%COM NEWAVALO THERAPEUTICS INC$696,938$1,897,861 ▼-73.1%139,6670.0%COM NEWBDSXBiodesix$613,0340.0%2,173,8800.0%MedicalLEXEO THERAPEUTICS INC$562,1370.0%139,8350.0%COMAPYXApyx Medical$337,5000.0%150,0000.0%MedicalKALAKALA BIO$262,881$1,058,545 ▼-80.1%55,2270.0%MedicalENSYSCE BIOSCIENCES INC$193,2650.0%86,6660.0%COM NEWREVOLUTION MEDICINES INC$65,6750.0%250,0000.0%*W EXP 12/17/202SRZNWSurrozen$3,0170.0%166,6660.0%MedicalITCIIntra-Cellular Therapies$0$103,736,347 ▼-100.0%00.0%MedicalIOVAIovance Biotherapeutics$0$42,330,254 ▼-100.0%00.0%MedicalARGXargenex$0$35,221,886 ▼-100.0%00.0%MedicalPCVXVaxcyte$0$26,679,970 ▼-100.0%00.0%MedicalMDGLMadrigal Pharmaceuticals$0$15,402,195 ▼-100.0%00.0%MedicalDXCMDexCom$0$12,155,620 ▼-100.0%00.0%MedicalACRVAcrivon Therapeutics$0$10,882,542 ▼-100.0%00.0%MedicalCARGO THERAPEUTICS INC$0$9,894,515 ▼-100.0%00.0%COMEYPTEyepoint Pharmaceuticals$0$8,332,025 ▼-100.0%00.0%MedicalIRONDisc Medicine$0$7,446,000 ▼-100.0%00.0%MedicalADPTAdaptive Biotechnologies$0$6,917,122 ▼-100.0%00.0%MedicalOCULOcular Therapeutix$0$6,712,631 ▼-100.0%00.0%MedicalDCTHDelcath Systems$0$5,886,632 ▼-100.0%00.0%MedicalRAPTRapt Therapeutics$0$5,391,115 ▼-100.0%00.0%MedicalKESTRA MED TECHNOLOGIES LTD$0$4,984,000 ▼-100.0%00.0%SHSONKURE THERAPEUTICS INC$0$4,319,088 ▼-100.0%00.0%COM CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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