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Perceptive Advisors LLC Top Holdings and 13F Report (2026)

About Perceptive Advisors LLC

Investment Activity

  • Perceptive Advisors LLC has $6.66 billion in total holdings as of June 30, 2026.
  • Perceptive Advisors LLC owns shares of 108 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 23.62% of the portfolio was purchased this quarter.
  • About 16.03% of the portfolio was sold this quarter.
  • This quarter, Perceptive Advisors LLC has purchased 94 new stocks and bought additional shares in 30 stocks.
  • Perceptive Advisors LLC sold shares of 26 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

PRAXIS PRECISION MEDICINES I
$681,627,753
SPYRE THERAPEUTICS INC
$383,484,855
Celcuity
$334,491,064
ASCENDIS PHARMA A/S
$310,387,665

Largest New Holdings this Quarter

K08588103 - ASCENDIS PHARMA A/S
$310,387,665 Holding
485925101 - KARDIGAN INC
$195,585,788 Holding
05348Y105 - AVALYN PHARMACEUTICALS INC
$88,070,744 Holding
09062X103 - Biogen
$59,669,938 Holding
91324P102 - UnitedHealth Group
$48,548,078 Holding

Largest Purchases this Quarter

ASCENDIS PHARMA A/S
1,163,721 shares (about $310.39M)
KARDIGAN INC
8,200,662 shares (about $195.59M)
AVALYN PHARMACEUTICALS INC
2,675,296 shares (about $88.07M)
Relay Therapeutics
4,355,046 shares (about $81.48M)
Tango Therapeutics
2,568,847 shares (about $80.30M)

Largest Sales this Quarter

DYNE THERAPEUTICS INC
1,979,604 shares (about $43.97M)
Guardant Health
258,673 shares (about $38.81M)
ABIVAX SA
254,884 shares (about $33.97M)
APOGEE THERAPEUTICS INC
232,271 shares (about $30.83M)
Protagonist Therapeutics
249,000 shares (about $30.52M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPerceptive Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PRAXIS PRECISION MEDICINES I
$681,627,7530.0%2,035,98610.2%COM NEW
SPYRE THERAPEUTICS INC
$383,484,855$47,610,139 â–²14.2%4,319,4965.8%COM NEW
Celcuity, Inc. stock logo
CELC
Celcuity
$334,491,064$7,323,400 â–²2.2%3,197,2005.0%Healthcare
ASCENDIS PHARMA A/S
$310,387,665$310,387,665 â–²New Holding1,163,7214.7%ORD SHS
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$287,156,334$23,593,875 â–²9.0%2,586,2954.3%Healthcare
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$286,144,465$7,078,000 â–¼-2.4%8,085,4614.3%Healthcare
Relay Therapeutics, Inc. stock logo
RLAY
Relay Therapeutics
$263,926,759$81,482,911 â–²44.7%14,106,1874.0%Healthcare
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$213,183,729$22,154,593 â–¼-9.4%3,752,5743.2%Healthcare
KARDIGAN INC
$195,585,788$195,585,788 â–²New Holding8,200,6622.9%COM
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$195,192,3680.0%1,580,5052.9%Healthcare
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$177,714,564$2,031,500 â–¼-1.1%4,373,9742.7%Healthcare
APOGEE THERAPEUTICS INC
$173,625,838$30,829,330 â–¼-15.1%1,308,1132.6%COM
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$149,694,481$898,000 â–²0.6%8,334,8822.2%Healthcare
MeiraGTx Holdings PLC stock logo
MGTX
MeiraGTx
$145,727,749$6,222,098 â–²4.5%10,786,6582.2%Healthcare
ORUKA THERAPEUTICS INC
$128,009,646$4,800,184 â–¼-3.6%1,345,0631.9%COM
INHIBRX BIOSCIENCES INC
$122,963,044$13,733,444 â–¼-10.0%1,297,7631.8%COM
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$120,358,728$30,522,420 â–¼-20.2%981,8791.8%Healthcare
Solid Biosciences Inc. stock logo
SLDB
Solid Biosciences
$118,947,3930.0%11,906,6461.8%Healthcare
ZYMEWORKS INC
$109,342,391$17,588,952 â–²19.2%4,182,9531.6%COM
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$105,565,020$80,302,157 â–²317.9%3,377,0001.6%Healthcare
Immatics N.V. stock logo
IMTX
Immatics
$105,184,4090.0%10,383,4561.6%Healthcare
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$104,813,438$14,787,562 â–²16.4%4,320,4221.6%Healthcare
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$103,088,880$28,748,550 â–²38.7%10,308,8881.5%Healthcare
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$98,808,928$50,378,320 â–²104.0%527,6001.5%Healthcare
AVALYN PHARMACEUTICALS INC
$88,070,744$88,070,744 â–²New Holding2,675,2961.3%COM SHS
Moderna, Inc. stock logo
MRNA
Moderna
$70,030,0000.0%1,000,0001.1%Healthcare
DYNE THERAPEUTICS INC
$59,727,909$43,967,005 â–¼-42.4%2,689,2350.9%COM
Biogen Inc. stock logo
BIIB
Biogen
$59,669,938$59,669,938 â–²New Holding276,1730.9%Healthcare
Immunovant, Inc. stock logo
IMVT
Immunovant
$52,299,967$9,247,200 â–¼-15.0%1,357,3830.8%Healthcare
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$48,548,078$48,548,078 â–²New Holding116,8060.7%Healthcare
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$47,475,000$47,475,000 â–²New Holding300,0000.7%ETF
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$44,878,140$4,915,980 â–²12.3%566,0000.7%Healthcare
SUTRO BIOPHARMA INC
$43,320,887$19,572,695 â–²82.4%1,304,8460.7%COM SHS
ALTO NEUROSCIENCE INC
$42,485,076$10,556,000 â–¼-19.9%1,609,8930.6%COM SHS
Jazz Pharmaceuticals PLC stock logo
JAZZ
Jazz Pharmaceuticals
$40,964,9000.0%170,0000.6%Healthcare
Corvus Pharmaceuticals, Inc. stock logo
CRVS
Corvus Pharmaceuticals
$39,851,569$5,602,500 â–²16.4%2,667,4410.6%Healthcare
SIONNA THERAPEUTICS INC
$39,810,950$10,846,218 â–²37.4%905,0000.6%COM
CytomX Therapeutics, Inc. stock logo
CTMX
CytomX Therapeutics
$39,146,944$1,276,354 â–²3.4%10,439,1850.6%Healthcare
Artivion, Inc. stock logo
AORT
Artivion
$39,036,906$2,247,000 â–²6.1%1,737,2900.6%Healthcare
X4 PHARMACEUTICALS INC
$37,049,403$5,584,587 â–²17.7%7,933,4910.6%COM NEW
Capricor Therapeutics, Inc. stock logo
CAPR
Capricor Therapeutics
$36,120,000$36,120,000 â–²New Holding1,500,0000.5%Healthcare
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$34,639,576$30,292,076 â–²696.8%398,3850.5%Healthcare
Repligen Corporation stock logo
RGEN
Repligen
$33,866,045$4,410,969 â–¼-11.5%248,2120.5%Healthcare
ANTERIS TECHNOLOGIES GLOBAL
$33,740,9390.0%3,425,4760.5%COM
RAPPORT THERAPEUTICS INC
$32,225,161$4,142,790 â–²14.8%773,3420.5%COM
DAMORA THERAPEUTICS INC
$31,810,2300.0%1,223,0000.5%COM NEW
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$31,750,600$31,750,600 â–²New Holding140,0000.5%Healthcare
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$28,993,007$7,710,255 â–¼-21.0%118,4500.4%Healthcare
Eyepoint Pharmaceuticals, Inc. stock logo
EYPT
Eyepoint Pharmaceuticals
$28,600,000$28,600,000 â–²New Holding2,000,0000.4%Healthcare
DBV TECHNOLOGIES S A
$27,114,940$11,298,928 â–²71.4%1,653,3500.4%SPONSORED ADS
iRhythm Technologies stock logo
IRTC
iRhythm Technologies
$26,616,966$14,124,123 â–²113.1%223,7660.4%Healthcare
Adaptive Biotechnologies Corporation stock logo
ADPT
Adaptive Biotechnologies
$26,111,621$22,840,496 â–²698.2%1,217,3250.4%Healthcare
SAB BIOTHERAPEUTICS INC
$25,847,254$763,456 â–²3.0%6,627,5010.4%COM NEW
Danaher Corporation stock logo
DHR
Danaher
$24,762,400$24,762,400 â–²New Holding130,0000.4%Healthcare
TENAX THERAPEUTICS INC
$24,735,000$3,669,772 â–²17.4%1,700,0000.4%COM NEW
SELLAS Life Sciences Group, Inc. stock logo
SLS
SELLAS Life Sciences Group
$22,140,000$22,140,000 â–²New Holding1,500,0000.3%Healthcare
Nautilus Biotechnology, Inc. stock logo
NAUT
Nautilus Biotechnology
$21,755,974$1,795,200 â–¼-7.6%11,634,2110.3%Healthcare
Orchestra BioMed Holdings, Inc. stock logo
OBIO
Orchestra BioMed
$21,738,5640.0%5,037,9060.3%Healthcare
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$20,633,229$13,336,199 â–¼-39.3%51,8840.3%Healthcare
ADLAI NORTYE LTD
$20,621,685$20,621,685 â–²New Holding1,793,1900.3%SPONSORED ADS
CONTINEUM THERAPEUTICS INC
$20,579,1530.0%1,255,5920.3%CL A
Nuvectis Pharma, Inc. stock logo
NVCT
Nuvectis Pharma
$18,390,000$18,390,000 â–²New Holding1,000,0000.3%Healthcare
PALISADE BIO INC
$17,608,386$1,051,446 â–¼-5.6%8,425,0650.3%COM
OMADA HEALTH INC
$17,259,9430.0%786,3300.3%COM
LEONABIO INC
$17,087,1690.0%1,859,3220.3%COM
Evolus, Inc. stock logo
EOLS
Evolus
$17,067,438$8,136,616 â–²91.1%2,459,2850.3%Healthcare
NewAmsterdam Pharma Company N.V. stock logo
NAMS
NewAmsterdam Pharma
$16,945,000$16,945,000 â–²New Holding500,0000.3%Healthcare
Invivyd, Inc. stock logo
IVVD
Invivyd
$16,131,231$2,066,425 â–¼-11.4%18,490,6360.2%Healthcare
CELCUITY INC
$14,629,4420.0%6,500,0000.2%NOTE 2.750% 8/0
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$13,508,824$13,508,824 â–²New Holding115,3910.2%Healthcare
SURROZEN INC
$13,078,411$7,125,663 â–²119.7%503,9850.2%COM NEW
BETA BIONICS INC
$13,052,232$156,700 â–¼-1.2%832,9440.2%COM
AxoGen, Inc. stock logo
AXGN
AxoGen
$11,423,341$20,785,499 â–¼-64.5%247,3120.2%Healthcare
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$11,408,000$11,408,000 â–²New Holding400,0000.2%Healthcare
Oculis Holding AG stock logo
OCS
Oculis
$11,218,430$4,369,050 â–²63.8%808,8270.2%Healthcare
SEAPORT THERAPEUTICS INC
$10,860,000$10,860,000 â–²New Holding500,0000.2%COMMON STOCK
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$10,690,973$10,817,157 â–¼-50.3%581,9800.2%Healthcare
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$10,670,000$10,670,000 â–²New Holding250,0000.2%Healthcare
BILLIONTOONE INC
$10,415,704$599,900 â–¼-5.4%86,8120.2%CL A
ABIVAX SA
$9,861,240$33,965,842 â–¼-77.5%74,0000.1%SPONSORED ADS
Natera, Inc. stock logo
NTRA
Natera
$9,416,329$9,416,329 â–²New Holding34,6890.1%Healthcare
ENGENE THERAPEUTICS INC
$8,342,352$8,342,352 â–²New Holding4,822,1690.1%COM
RESEARCH ALLIANCE CORP III
$8,025,000$8,025,000 â–²New Holding750,0000.1%ORD SHS CL A
AGOMAB THERAPEUTICS NV
$7,788,0000.0%600,0000.1%SPONSORED ADS
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$7,766,164$7,766,164 â–²New Holding426,4780.1%Healthcare
uniQure N.V. stock logo
QURE
uniQure
$7,738,080$7,738,080 â–²New Holding168,0000.1%Healthcare
MOBIA MED INC
$7,016,963$7,016,963 â–²New Holding523,6540.1%COMMON STOCK
ADAGIO MED HLDGS INC
$6,439,534$7 â–²0.0%9,876,5860.1%COM
Guardant Health, Inc. stock logo
GH
Guardant Health
$6,200,290$38,808,711 â–¼-86.2%41,3270.1%Healthcare
Phathom Pharmaceuticals, Inc. stock logo
PHAT
Phathom Pharmaceuticals
$5,772,200$4,264,050 â–¼-42.5%532,0000.1%Healthcare
OUTLOOK THERAPEUTICS INC
$4,991,353$4,991,353 â–²New Holding3,139,2160.1%COM
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$4,685,8730.0%121,0820.1%Healthcare
EDESA BIOTECH INC
$4,579,1330.0%563,2390.1%COM NEW
AVALO THERAPEUTICS INC
$4,062,144$1,481,098 â–²57.4%219,8130.1%COM NEW
Twist Bioscience Corporation stock logo
TWST
Twist Bioscience
$3,787,219$11,644,783 â–¼-75.5%36,8120.1%Healthcare
CRESCENT BIOPHARMA INC.
$3,724,9560.0%206,9420.1%COM
Xeris Biopharma Holdings, Inc. stock logo
XERS
Xeris Biopharma
$3,698,743$3,698,743 â–²New Holding467,0130.1%Healthcare
OUTSET MED INC
$3,599,9980.0%833,3330.1%COM NEW
BIODESIX INC
$2,451,049$2,451,049 â–²New Holding108,6940.0%COM
REVOLUTION MEDICINES INC
$2,344,9750.0%250,0000.0%*W EXP 12/17/202

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