Perceptive Advisors LLC Top Holdings and 13F Report (2025) About Perceptive Advisors LLCInvestment ActivityPerceptive Advisors LLC has $2.84 billion in total holdings as of March 31, 2025.Perceptive Advisors LLC owns shares of 86 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 13.23% of the portfolio was purchased this quarter.About 27.79% of the portfolio was sold this quarter.This quarter, Perceptive Advisors LLC has purchased 98 new stocks and bought additional shares in 15 stocks.Perceptive Advisors LLC sold shares of 28 stocks and completely divested from 27 stocks this quarter.Largest Holdings Verona Pharma $416,706,457Arcellx $191,976,957Amicus Therapeutics $175,150,540Edgewise Therapeutics $155,041,216Rhythm Pharmaceuticals $134,991,132 Largest New Holdings this Quarter 08659B102 - BETA BIONICS INC $26,975,001 Holding759916109 - Repligen $16,515,879 Holding558868105 - Madrigal Pharmaceuticals $15,402,195 Holding101137107 - Boston Scientific $13,114,400 Holding829401108 - SIONNA THERAPEUTICS INC $13,086,516 Holding Largest Purchases this Quarter Edgewise Therapeutics 4,361,791 shares (about $95.96M)Insmed 365,300 shares (about $27.87M)BETA BIONICS INC 2,203,840 shares (about $26.98M)DYNE THERAPEUTICS INC 1,770,126 shares (about $18.52M)Solid Biosciences 5,000,000 shares (about $18.50M) Largest Sales this Quarter Nuvalent 986,009 shares (about $69.93M)Intra-Cellular Therapies 501,970 shares (about $66.22M)Rhythm Pharmaceuticals 1,132,028 shares (about $59.96M)Centessa Pharmaceuticals 3,308,825 shares (about $47.58M)Insulet 160,672 shares (about $42.19M) 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$416,706,457$10,871,647 ▲2.7%6,563,34014.7%MedicalACLXArcellx$191,976,957$36,238,096 ▼-15.9%2,926,4786.8%MedicalFOLDAmicus Therapeutics$175,150,540$22,696,428 ▼-11.5%21,464,5276.2%MedicalEWTXEdgewise Therapeutics$155,041,216$95,959,402 ▲162.4%7,047,3285.5%MedicalRYTMRhythm Pharmaceuticals$134,991,132$59,963,523 ▼-30.8%2,548,4454.8%MedicalNUVLNuvalent$115,881,011$69,927,759 ▼-37.6%1,633,9684.1%MedicalSLNOSoleno Therapeutics$107,646,713$397,405 ▲0.4%1,506,6023.8%MedicalITCIIntra-Cellular Therapies$103,736,347$66,219,882 ▼-39.0%786,3583.7%MedicalMGTXMeiraGTx$85,254,8920.0%12,581,1033.0%MedicalAORTArtivion$68,669,2200.0%2,793,7032.4%MedicalALDXAldeyra Therapeutics$53,336,1430.0%9,275,8511.9%MedicalPTGXProtagonist Therapeutics$52,773,866$8,723,709 ▼-14.2%1,091,2711.9%MedicalEOLSEvolus$49,673,578$12,230,949 ▼-19.8%4,129,1421.8%MedicalIMVTImmunovant$48,605,190$12,046,279 ▲33.0%2,844,0721.7%MedicalSLDBSolid Biosciences$44,054,590$18,500,000 ▲72.4%11,906,6461.6%MedicalCNTACentessa Pharmaceuticals$43,720,880$47,580,903 ▼-52.1%3,040,3951.5%MedicalIOVAIovance Biotherapeutics$42,330,254$31,303,592 ▼-42.5%12,711,7881.5%MedicalIMTXImmatics$42,319,3870.0%9,383,4561.5%MedicalAPOGEE THERAPEUTICS INC$41,946,575$2,821,988 ▲7.2%1,122,7671.5%COMAXSMAxsome Therapeutics$41,416,129$36,034,821 ▼-46.5%355,1071.5%MedicalINSMInsmed$38,854,497$27,868,737 ▲253.7%509,3001.4%MedicalSPYRE THERAPEUTICS INC$37,324,644$4,218,512 ▼-10.2%2,313,2721.3%COM NEWPRAXIS PRECISION MEDICINES I$37,146,456$32,145,609 ▼-46.4%980,8941.3%COM NEWARGXargenx$35,221,886$4,711,837 ▼-11.8%59,5101.2%MedicalATXSAstria Therapeutics$34,632,1420.0%6,485,4201.2%MedicalAKROAkero Therapeutics$32,099,021$15,893,743 ▼-33.1%792,9601.1%MedicalMRUSMerus$29,062,514$16,435,514 ▲130.2%690,4851.0%MedicalAMLXAmylyx Pharmaceuticals$27,875,192$3,894,000 ▲16.2%7,874,3481.0%MedicalADMAADMA Biologics$27,244,943$9,581,788 ▲54.2%1,373,2331.0%MedicalBETA BIONICS INC$26,975,001$26,975,001 ▲New Holding2,203,8401.0%COMPCVXVaxcyte$26,679,970$38,207,456 ▼-58.9%706,5670.9%MedicalJANXJanux Therapeutics$26,201,124$4,117,959 ▲18.6%970,4120.9%MedicalDYNE THERAPEUTICS INC$24,198,195$18,515,518 ▲325.8%2,313,4030.9%COMCELCCelcuity$23,882,6410.0%2,362,2790.8%MedicalZYMEZymeworks$22,208,244$3,160,295 ▼-12.5%1,864,6720.8%MedicalISRGIntuitive Surgical$20,117,372$11,143,575 ▼-35.6%40,6190.7%MedicalOBIOOrchestra BioMed$19,656,1400.0%4,592,5560.7%MedicalPODDInsulet$18,802,088$42,194,074 ▼-69.2%71,5970.7%MedicalRGENRepligen$16,515,879$16,515,879 ▲New Holding129,8010.6%MedicalBRIGHT MINDS BIOSCIENCES INC$16,038,489$1,478,870 ▲10.2%444,6490.6%COM NEWMDGLMadrigal Pharmaceuticals$15,402,195$15,402,195 ▲New Holding46,5000.5%MedicalINHIBRX BIOSCIENCES INC$14,885,7230.0%1,064,0260.5%COMBSXBoston Scientific$13,114,400$13,114,400 ▲New Holding130,0000.5%MedicalSIONNA THERAPEUTICS INC$13,086,516$13,086,516 ▲New Holding1,251,1010.5%COMIKTInhibikase Therapeutics$12,975,7500.0%5,925,0000.5%MedicalVKTXViking Therapeutics$12,292,471$11,758,370 ▼-48.9%509,0050.4%MedicalDXCMDexCom$12,155,620$12,155,620 ▲New Holding178,0000.4%MedicalNBIXNeurocrine Biosciences$11,065,5300.0%100,0500.4%MedicalXENEXenon Pharmaceuticals$10,914,6200.0%325,3240.4%MedicalACRVAcrivon Therapeutics$10,882,5420.0%5,360,8580.4%MedicalNAUTNautilus Biotechnology$10,843,6150.0%12,594,2110.4%MedicalAQSTAquestive Therapeutics$10,808,903$10,808,903 ▲New Holding3,727,2080.4%MedicalCONTINEUM THERAPEUTICS INC$10,059,9180.0%1,441,2490.4%CL ACARGO THERAPEUTICS INC$9,894,515$5,095,310 ▼-34.0%2,431,0850.3%COMOUTSET MED INC$9,216,662$9,216,662 ▲New Holding833,3330.3%COM NEWVRDNViridian Therapeutics$8,892,244$11,145,884 ▼-55.6%659,6620.3%MedicalEYPTEyePoint Pharmaceuticals$8,332,0250.0%1,537,2740.3%MedicalADAGIO MED HLDGS INC$7,898,9970.0%9,812,4190.3%COMANTERIS TECHNOLOGIES GLOBAL$7,789,6000.0%2,140,0000.3%COMIRONDisc Medicine$7,446,000$7,446,000 ▲New Holding150,0000.3%MedicalADPTAdaptive Biotechnologies$6,917,122$6,917,122 ▲New Holding930,9720.2%MedicalOCULOcular Therapeutix$6,712,631$1,192,738 ▼-15.1%915,7750.2%MedicalDCTHDelcath Systems$5,886,632$5,250,132 ▲824.8%462,4220.2%MedicalRAPTRAPT Therapeutics$5,391,115$1,782,485 ▼-24.8%4,418,9470.2%MedicalKESTRA MED TECHNOLOGIES LTD$4,984,000$4,984,000 ▲New Holding200,0000.2%SHSHELIX ACQUISITION CORP II$4,497,400$1,152,600 ▼-20.4%398,0000.2%CL A ORD SHSONKURE THERAPEUTICS INC$4,319,0880.0%1,004,4390.2%COM CL AOCUPOcuphire Pharma$4,246,285$4,246,285 ▲New Holding4,325,0000.1%MedicalAVALO THERAPEUTICS INC$4,165,200$4,165,200 ▲New Holding520,0000.1%COM NEWNRIXNurix Therapeutics$3,534,930$392,765 ▼-10.0%297,5530.1%MedicalMREOMereo BioPharma Group$1,973,162$469,240 ▼-19.2%876,9610.1%MedicalLYRALyra Therapeutics$1,607,4530.0%12,757,5620.1%MedicalKALAKALA BIO$1,590,705$1,590,705 ▲New Holding277,6100.1%MedicalATHAAthira Pharma$1,539,3040.0%5,402,9640.1%MedicalBDSXBiodesix$1,358,6750.0%2,173,8800.0%MedicalSCPHscPharmaceuticals$1,315,0000.0%500,0000.0%MedicalTRAWS PHARMA INC$970,096$592,535 ▲156.9%421,7810.0%COM NEWRCKTRocket Pharmaceuticals$938,642$1,586,512 ▼-62.8%140,7260.0%MedicalCGEMCullinan Therapeutics$606,357$606,357 ▲New Holding80,1000.0%MedicalLEXEO THERAPEUTICS INC$485,2270.0%139,8350.0%COMAPLTApplied Therapeutics$420,4540.0%860,0000.0%MedicalNBTXNanobiotix$376,090$576,524 ▼-60.5%105,0530.0%MedicalENSYSCE BIOSCIENCES INC$221,8650.0%86,6660.0%COM NEWAPYXApyx Medical$205,5000.0%150,0000.0%MedicalREVOLUTION MEDICINES INC$9,5000.0%250,0000.0%*W EXP 12/17/202SRZNWSurrozen$5,0000.0%166,6660.0%MedicalPRCTPROCEPT BioRobotics$0$23,403,863 ▼-100.0%00.0%MedicalNTRANatera$0$19,787,500 ▼-100.0%00.0%MedicalPENPenumbra$0$17,416,308 ▼-100.0%00.0%MedicalSEPTERNA INC$0$17,175,000 ▼-100.0%00.0%COMORUKA THERAPEUTICS INC$0$16,395,544 ▼-100.0%00.0%COMARVNArvinas$0$14,200,158 ▼-100.0%00.0%MedicalCG ONCOLOGY INC$0$12,029,826 ▼-100.0%00.0%COMEWEdwards Lifesciences$0$10,734,350 ▼-100.0%00.0%MedicalTARSTarsus Pharmaceuticals$0$10,335,475 ▼-100.0%00.0%MedicalCRNXCrinetics Pharmaceuticals$0$9,434,763 ▼-100.0%00.0%MedicalNARIInari Medical$0$9,127,587 ▼-100.0%00.0%MedicalZENAS BIOPHARMA INC$0$6,093,647 ▼-100.0%00.0%COMIRTCiRhythm Technologies$0$5,874,846 ▼-100.0%00.0%MedicalRAPPORT THERAPEUTICS INC$0$5,526,915 ▼-100.0%00.0%COMShowing largest 100 holdings. 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