Perceptive Advisors LLC Top Holdings and 13F Report (2025) About Perceptive Advisors LLCInvestment ActivityPerceptive Advisors LLC has $3.63 billion in total holdings as of December 31, 2024.Perceptive Advisors LLC owns shares of 98 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 8.77% of the portfolio was purchased this quarter.About 27.58% of the portfolio was sold this quarter.This quarter, Perceptive Advisors LLC has purchased 106 new stocks and bought additional shares in 11 stocks.Perceptive Advisors LLC sold shares of 45 stocks and completely divested from 28 stocks this quarter.Largest Holdings Verona Pharma $296,849,403Arcellx $266,795,921Amicus Therapeutics $228,396,868Rhythm Pharmaceuticals $206,032,879Nuvalent $205,091,800 Largest New Holdings this Quarter Janux Therapeutics $43,790,098 HoldingInhibikase Therapeutics $19,256,250 HoldingPenumbra $17,416,308 HoldingSEPTERNA INC $17,175,000 HoldingBRIGHT MINDS BIOSCIENCES INC $14,539,437 Holding Largest Purchases this Quarter PRAXIS PRECISION MEDICINES I 665,700 shares (about $51.23M)Janux Therapeutics 817,895 shares (about $43.79M)Insulet 90,000 shares (about $23.50M)Inhibikase Therapeutics 5,925,000 shares (about $19.26M)Amylyx Pharmaceuticals 4,648,699 shares (about $17.57M) Largest Sales this Quarter Soleno Therapeutics 1,703,936 shares (about $76.59M)Tarsus Pharmaceuticals 1,109,754 shares (about $61.45M)APOGEE THERAPEUTICS INC 967,775 shares (about $43.84M)Amicus Therapeutics 3,811,504 shares (about $35.90M)Iovance Biotherapeutics 4,505,443 shares (about $33.34M) 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$296,849,403$19,682,526 ▼-6.2%6,392,1068.2%MedicalACLXArcellx$266,795,921$31,426,105 ▼-10.5%3,478,8887.4%MedicalFOLDAmicus Therapeutics$228,396,868$35,904,368 ▼-13.6%24,245,9526.3%MedicalRYTMRhythm Pharmaceuticals$206,032,879$6,732,099 ▲3.4%3,680,4735.7%MedicalNUVLNuvalent$205,091,800$28,122,716 ▼-12.1%2,619,9775.7%MedicalIOVAIovance Biotherapeutics$163,630,768$33,340,278 ▼-16.9%22,112,2664.5%MedicalPRAXIS PRECISION MEDICINES I$140,816,406$51,232,272 ▲57.2%1,829,7353.9%COM NEWPCVXVaxcyte$140,669,616$25,310,375 ▼-15.2%1,718,4173.9%MedicalITCIIntra-Cellular Therapies$107,601,155$27,886,242 ▼-20.6%1,288,3283.0%MedicalCNTACentessa Pharmaceuticals$106,349,435$1,121,078 ▲1.1%6,349,2202.9%MedicalAORTArtivion$79,871,9690.0%2,793,7032.2%MedicalMGTXMeiraGTx$76,583,5890.0%12,581,1032.1%MedicalEWTXEdgewise Therapeutics$71,703,838$9,484,988 ▲15.2%2,685,5372.0%MedicalSLNOSoleno Therapeutics$67,471,748$76,591,923 ▼-53.2%1,501,0401.9%MedicalIMTXImmatics$66,716,372$9,223,782 ▲16.0%9,383,4561.8%MedicalPODDInsulet$60,638,468$23,496,300 ▲63.3%232,2691.7%MedicalSPYRE THERAPEUTICS INC$59,939,551$6,933,343 ▼-10.4%2,574,7231.7%COM NEWATXSAstria Therapeutics$57,979,6540.0%6,485,4201.6%MedicalEOLSEvolus$56,810,140$2,326,967 ▼-3.9%5,145,8461.6%MedicalAXSMAxsome Therapeutics$56,187,301$10,049,130 ▼-15.2%664,0741.5%MedicalCARGO THERAPEUTICS INC$53,108,9170.0%3,683,0041.5%COMIMVTImmunovant$52,987,959$5,933,975 ▼-10.1%2,139,1991.5%MedicalPTGXProtagonist Therapeutics$49,086,153$3,971,979 ▼-7.5%1,271,6621.4%MedicalAPOGEE THERAPEUTICS INC$47,439,610$43,840,208 ▼-48.0%1,047,2321.3%COMALDXAldeyra Therapeutics$46,286,4960.0%9,275,8511.3%MedicalJANXJanux Therapeutics$43,790,098$43,790,098 ▲New Holding817,8951.2%MedicalARGXargenx$41,494,665$31,591,320 ▼-43.2%67,4711.1%MedicalVKTXViking Therapeutics$40,074,775$28,332,703 ▼-41.4%995,8941.1%MedicalAKROAkero Therapeutics$32,983,169$14,722,733 ▼-30.9%1,185,5920.9%MedicalISRGIntuitive Surgical$32,945,593$2,609,800 ▲8.6%63,1190.9%MedicalACRVAcrivon Therapeutics$32,272,3650.0%5,360,8580.9%MedicalZYMEZymeworks$31,183,493$732,000 ▼-2.3%2,130,0200.9%MedicalCELCCelcuity$30,922,2320.0%2,362,2790.9%MedicalVRDNViridian Therapeutics$28,496,358$25,422,429 ▼-47.1%1,486,5080.8%MedicalSLDBSolid Biosciences$27,626,5840.0%6,906,6460.8%MedicalAMLXAmylyx Pharmaceuticals$25,607,035$17,572,082 ▲218.7%6,774,3480.7%MedicalPRCTPROCEPT BioRobotics$23,403,863$2,013,000 ▼-7.9%290,6590.6%MedicalNAUTNautilus Biotechnology$21,158,2740.0%12,594,2110.6%MedicalCONTINEUM THERAPEUTICS INC$21,114,298$1,104,888 ▼-5.0%1,441,2490.6%CL ANTRANatera$19,787,500$15,038,500 ▼-43.2%125,0000.5%MedicalIKTInhibikase Therapeutics$19,256,250$19,256,250 ▲New Holding5,925,0000.5%MedicalOBIOOrchestra BioMed$18,370,2240.0%4,592,5560.5%MedicalPENPenumbra$17,416,308$17,416,308 ▲New Holding73,3380.5%MedicalSEPTERNA INC$17,175,000$17,175,000 ▲New Holding750,0000.5%COMORUKA THERAPEUTICS INC$16,395,544$7,554,732 ▼-31.5%845,5670.5%COMINHIBRX BIOSCIENCES INC$16,386,0000.0%1,064,0260.5%COMADMAADMA Biologics$15,268,302$2,914,128 ▼-16.0%890,2800.4%MedicalBRIGHT MINDS BIOSCIENCES INC$14,539,437$14,539,437 ▲New Holding403,6490.4%COM NEWARVNArvinas$14,200,158$5,501,790 ▼-27.9%740,7490.4%MedicalNBIXNeurocrine Biosciences$13,656,825$15,312,297 ▼-52.9%100,0500.4%MedicalDYNE THERAPEUTICS INC$12,799,606$4,119,866 ▼-24.3%543,2770.4%COMXENEXenon Pharmaceuticals$12,752,701$7,824,555 ▼-38.0%325,3240.4%MedicalMRUSMerus$12,615,0000.0%300,0000.3%MedicalCG ONCOLOGY INC$12,029,826$9,012,547 ▼-42.8%419,4500.3%COMANTERIS TECHNOLOGIES GLOBAL$11,941,200$11,941,200 ▲New Holding2,140,0000.3%COMEYPTEyePoint Pharmaceuticals$11,452,691$3,725,000 ▲48.2%1,537,2740.3%MedicalEWEdwards Lifesciences$10,734,350$10,734,350 ▲New Holding145,0000.3%MedicalTARSTarsus Pharmaceuticals$10,335,475$61,447,079 ▼-85.6%186,6620.3%MedicalADAGIO MED HLDGS INC$10,303,0390.0%9,812,4190.3%COMINSMInsmed$9,941,760$2,485,440 ▼-20.0%144,0000.3%MedicalCRNXCrinetics Pharmaceuticals$9,434,763$27,619,045 ▼-74.5%184,5250.3%MedicalRAPTRAPT Therapeutics$9,290,400$9,290,400 ▲New Holding5,880,0000.3%MedicalOCULOcular Therapeutix$9,210,347$19,180,609 ▼-67.6%1,078,4950.3%MedicalNARIInari Medical$9,127,587$9,127,587 ▲New Holding178,7970.3%MedicalONKURE THERAPEUTICS INC$8,638,175$8,638,175 ▲New Holding1,004,4390.2%COM CL ANRIXNurix Therapeutics$6,228,768$6,228,768 ▲New Holding330,6140.2%MedicalZENAS BIOPHARMA INC$6,093,647$3,276,000 ▼-35.0%744,0350.2%COMIRTCiRhythm Technologies$5,874,846$3,837,816 ▲188.4%65,1530.2%MedicalRAPPORT THERAPEUTICS INC$5,526,915$7,745,852 ▼-58.4%311,5510.2%COMHELIX ACQUISITION CORP II$5,250,0000.0%500,0000.1%CL A ORD SHSRCKTRocket Pharmaceuticals$4,758,801$6,954,566 ▼-59.4%378,5840.1%MedicalCERIBELL INC$4,672,530$4,672,530 ▲New Holding180,5460.1%COMVERUVeru$4,217,294$520,400 ▼-11.0%6,483,1570.1%MedicalMREOMereo BioPharma Group$3,799,292$944,265 ▲33.1%1,085,5120.1%MedicalPERSPECTIVE THERAPEUTICS INC$3,796,939$3,796,939 ▲New Holding1,190,2630.1%COM NEWLCTXLineage Cell Therapeutics$3,636,514$3,636,514 ▲New Holding7,236,8430.1%MedicalBDSXBiodesix$3,326,0360.0%2,173,8800.1%MedicalATHAAthira Pharma$3,169,9190.0%5,402,9640.1%MedicalPEPGPepGen$3,143,941$2,201,618 ▼-41.2%829,5360.1%MedicalIBRXImmunityBio$3,127,639$3,127,639 ▲New Holding1,221,7340.1%MedicalBCYCBicycle Therapeutics$2,759,512$824,404 ▼-23.0%197,1080.1%MedicalLYRALyra Therapeutics$2,628,0570.0%12,757,5620.1%MedicalVRCAVerrica Pharmaceuticals$2,274,768$2,694,659 ▼-54.2%3,249,6690.1%MedicalFORTE BIOSCIENCES INC$2,174,3010.0%95,7420.1%COM NEWSCPHscPharmaceuticals$1,770,000$1,770,000 ▲New Holding500,0000.0%MedicalTRINITY BIOTECH PLC$1,575,200$8,800 ▼-0.6%1,790,0000.0%SPON ADR NEWTRAWS PHARMA INC$1,457,714$1,457,714 ▲New Holding164,1570.0%COM NEWFULCFulcrum Therapeutics$1,118,600$5,931,400 ▼-84.1%238,0000.0%MedicalLEXEO THERAPEUTICS INC$920,1140.0%139,8350.0%COMNVAXNovavax$804,0000.0%100,0000.0%MedicalNBTXNanobiotix$763,687$829,353 ▼-52.1%266,0930.0%MedicalAPLTApplied Therapeutics$736,332$6,117,549 ▼-89.3%860,0000.0%MedicalENSYSCE BIOSCIENCES INC$705,461$705,461 ▲New Holding86,6660.0%COM NEWDCTHDelcath Systems$602,000$602,000 ▲New Holding50,0000.0%MedicalPYXSPyxis Oncology$294,001$499,200 ▼-62.9%188,4620.0%MedicalAPYXApyx Medical$237,000$237,000 ▲New Holding150,0000.0%MedicalREVOLUTION MEDICINES INC$45,0000.0%250,0000.0%*W EXP 12/17/202SRZNWSurrozen$3,5670.0%166,6660.0%MedicalBHVNBiohaven$0$74,217,043 ▼-100.0%00.0%MedicalXBISPDR S&P Biotech ETF$0$39,520,000 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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