PERCEPTIVE ADVISORS LLC Portfolio Holdings
Q2 2025•82 long positions•$2.7B portfolio value
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Holding103 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1 VRNA Verona Pharma VRNA | Unknown Unknown | $520.9M 19.55% | — 5.5M shares | 6.6M → 5.5M −$99.9M | -16.09% | — — | Q2 2023 Held for 2y 4m |
2 ASND Ascendis Pharma ASND | Unknown Unknown | $166.4M 6.24% | — 963.9K shares | — | — | — — | Q2 2025 Held for 4 months |
3  Arcellx, Inc. ACLX | Biotechnology Healthcare | $163.2M 6.12% | 4.5% 2.5M shares | 2.9M → 2.5M −$29.5M | -15.32% | $3.5B Mid Cap | Q2 2022 Held for 3y 4m |
4  Rhythm Pharmaceuticals, Inc. RYTM | Biotechnology Healthcare | $152.8M 5.73% | 3.8% 2.4M shares | 2.5M → 2.4M −$8.2M | -5.11% | $4.1B Mid Cap | Q3 2023 Held for 2y 1m |
5  Nuvalent, Inc. NUVL | Biotechnology Healthcare | $104.9M 3.94% | 1.92% 1.4M shares | 1.6M → 1.4M −$19.7M | -15.84% | $5.5B Mid Cap | Q3 2021 Held for 4y 1m |
6  Artivion AORT | Medical - Devices Healthcare | $86.9M 3.26% | 5.94% 2.8M shares | — | — | $1.5B Small Cap | Q4 2021 Held for 3y 10m |
7  MeiraGTx Holdings plc MGTX | Biotechnology Healthcare | $82.2M 3.09% | 15.71% 12.6M shares | 12.6M → 12.6M +$293.1K | +0.36% | $517.6M Small Cap | Q2 2018 Held for 7y 4m |
8  Insmed INSM | Biotechnology Healthcare | $65.4M 2.46% | 0.342% 650.3K shares | 509.3K → 650.3K +$14.2M | +27.68% | $20.1B Large Cap | Q2 2024 Held for 1y 4m |
9  Edgewise Therapeutics, Inc. EWTX | Biotechnology Healthcare | $60.8M 2.28% | 4.41% 4.6M shares | 6.5M → 4.6M −$25.0M | -29.13% | $1.6B Small Cap | Q4 2023 Held for 1y 10m |
10  Protagonist Therapeutics PTGX | Biotechnology Healthcare | $59.4M 2.23% | 1.73% 1.1M shares | 1.1M → 1.1M −$929.8K | -1.54% | $3.3B Mid Cap | Q1 2023 Held for 2y 7m |
11  Solid Biosciences Inc. SLDB | Biotechnology Healthcare | $58.0M 2.18% | 15.36% 11.9M shares | — | — | $376.3M Small Cap | Q2 2020 Held for 5y 4m |
12  Apogee Therapeutics, Inc. APGE | Biotechnology Healthcare | $51.3M 1.93% | 2.03% 1.2M shares | 1.1M → 1.2M +$2.6M | +5.29% | $2.5B Mid Cap | Q3 2023 Held for 2y 1m |
13  Amylyx Pharmaceuticals, Inc. AMLX | Biotechnology Healthcare | $50.7M 1.9% | 8.87% 7.9M shares | 7.9M → 7.9M +$179.6K | +0.36% | $571.4M Small Cap | Q1 2022 Held for 3y 7m |
14  Immatics N.V. IMTX | Biotechnology Healthcare | $50.5M 1.89% | 7.72% 9.4M shares | — | — | $661.2M Small Cap | Q3 2020 Held for 5y 1m |
15  Akero Therapeutics AKRO | Biotechnology Healthcare | $48.9M 1.83% | 1.15% 915.9K shares | 793.0K → 915.9K +$6.6M | +15.5% | $4.3B Mid Cap | Q3 2022 Held for 3y 1m |
16  Omada Health, Inc. Common Stock OMDA | Unknown Unknown | $44.4M 1.67% | 4.26% 2.4M shares | 0 → 2.4M +$44.4M | New | $893.2M Small Cap | Q2 2025 Held for 4 months |
17  Amicus Therapeutics FOLD | Biotechnology Healthcare | $42.5M 1.59% | 2.41% 7.4M shares | 21.5M → 7.4M −$80.5M | -65.46% | $1.8B Small Cap | Q1 2014 Held for 11y 7m |
18  Roivant Sciences ROIV | Biotechnology Healthcare | $37.5M 1.41% | 0.49% 3.3M shares | — | — | $7.8B Mid Cap | Q2 2025 Held for 4 months |
19  Merus N.V. MRUS | Biotechnology Healthcare | $37.3M 1.4% | 0.951% 708.2K shares | 690.5K → 708.2K +$930.5K | +2.56% | $4.0B Mid Cap | Q2 2024 Held for 1y 4m |
20  Soleno Therapeutics SLNO | Biotechnology Healthcare | $36.1M 1.35% | 0.854% 430.4K shares | 1.5M → 430.4K −$90.2M | -71.43% | $4.2B Mid Cap | Q2 2023 Held for 2y 4m |
21  Astria Therapeutics, Inc. ATXS | Biotechnology Healthcare | $34.8M 1.3% | 11.49% 6.5M shares | — | — | $325.1M Small Cap | Q1 2021 Held for 4y 7m |
22  Immunovant, Inc. IMVT | Biotechnology Healthcare | $34.2M 1.28% | 1.25% 2.1M shares | 2.8M → 2.1M −$11.3M | -24.83% | $2.7B Mid Cap | Q4 2022 Held for 2y 10m |
23  Neurocrine Biosciences NBIX | Drug Manufacturers - Specialty & Generic Healthcare | $32.1M 1.2% | 0.258% 255.1K shares | 100.1K → 255.1K +$19.5M | +154.92% | $12.7B Large Cap | Q3 2013 Held for 12y 1m |
24  Praxis Precision Medicines, Inc. PRAX | Biotechnology Healthcare | $31.7M 1.19% | 3.7% 752.9K shares | 980.9K → 752.9K −$9.6M | -23.24% | $895.4M Small Cap | Q1 2024 Held for 1y 7m |
25  Boston Scientific BSX | Medical - Devices Healthcare | $30.1M 1.13% | 0.019% 280.0K shares | 130.0K → 280.0K +$16.1M | +115.38% | $154.04B Large Cap | Q1 2025 Held for 7 months |
26 CAI CAI International CAI | Unknown Unknown | $29.3M 1.1% | — 1.1M shares | 0 → 1.1M +$29.3M | New | — — | Q2 2025 Held for 4 months |
27  Intuitive Surgical ISRG | Medical - Instruments & Supplies Healthcare | $24.5M 0.92% | 0.013% 45.1K shares | 40.6K → 45.1K +$2.4M | +11.08% | $187.48B Large Cap | Q4 2023 Held for 1y 10m |
28  ADMA Biologics ADMA | Biotechnology Healthcare | $23.7M 0.891% | 0.546% 1.3M shares | 1.4M → 1.3M −$1.3M | -5.08% | $4.3B Mid Cap | Q2 2016 Held for 9y 4m |
29  Beta Bionics, Inc. Common Stock BBNX | Unknown Unknown | $23.2M 0.871% | 3.68% 1.6M shares | — | — | $681.6M Small Cap | Q1 2025 Held for 7 months |
30  Spyre Therapeutics, Inc. SYRE | Biotechnology Healthcare | $22.9M 0.859% | 2.53% 1.5M shares | 2.3M → 1.5M −$11.7M | -33.88% | $930.0M Small Cap | Q4 2023 Held for 1y 10m |
31  Evolus EOLS | Drug Manufacturers - Specialty & Generic Healthcare | $22.8M 0.855% | 3.84% 2.5M shares | 4.1M → 2.5M −$15.2M | -40.06% | $620.3M Small Cap | Q3 2023 Held for 2y 1m |
32  Celcuity CELC | Biotechnology Healthcare | $21.8M 0.818% | 4.31% 1.6M shares | 2.4M → 1.6M −$9.7M | -30.86% | $460.1M Small Cap | Q4 2023 Held for 1y 10m |
33  Dyne Therapeutics, Inc. DYN | Biotechnology Healthcare | $21.4M 0.803% | 1.98% 2.2M shares | 2.3M → 2.2M −$628.4K | -2.85% | $1.2B Small Cap | Q3 2024 Held for 1y 1m |
34  Sionna Therapeutics, Inc. Common Stock SION | Unknown Unknown | $21.1M 0.792% | 2.76% 1.2M shares | 1.3M → 1.2M −$608.2K | -2.8% | $707.2M Small Cap | Q1 2025 Held for 7 months |
35  Axsome Therapeutics AXSM | Biotechnology Healthcare | $20.7M 0.778% | 0.403% 198.5K shares | 355.1K → 198.5K −$16.3M | -44.09% | $5.1B Mid Cap | Q2 2023 Held for 2y 4m |
36  Repligen RGEN | Medical - Instruments & Supplies Healthcare | $20.6M 0.775% | 0.295% 166.0K shares | 129.8K → 166.0K +$4.5M | +27.89% | $6.9B Mid Cap | Q1 2025 Held for 7 months |
37  Insulet PODD | Medical - Devices Healthcare | $19.0M 0.712% | 0.086% 60.4K shares | 71.6K → 60.4K −$3.5M | -15.66% | $21.9B Large Cap | Q3 2024 Held for 1y 1m |
38  Outset Medical, Inc. OM | Medical - Devices Healthcare | $16.0M 0.601% | 4.7% 833.3K shares | — | — | $353.9M Small Cap | Q1 2025 Held for 7 months |
39  Zymeworks ZYME | Biotechnology Healthcare | $16.0M 0.601% | 1.7% 1.3M shares | 1.9M → 1.3M −$7.4M | -31.61% | $959.5M Small Cap | Q2 2017 Held for 8y 4m |
40  CytomX Therapeutics CTMX | Biotechnology Healthcare | $15.9M 0.596% | 4.44% 7.0M shares | — | — | $337.1M Small Cap | Q2 2025 Held for 4 months |
41  Aldeyra Therapeutics ALDX | Biotechnology Healthcare | $15.5M 0.582% | 6.76% 4.1M shares | 9.3M → 4.1M −$20.0M | -56.32% | $200.7M Micro Cap | Q1 2015 Held for 10y 7m |
42  Charles River Laboratories CRL | Medical - Diagnostics & Research Healthcare | $15.2M 0.569% | 0.204% 100.0K shares | — | — | $7.3B Mid Cap | Q2 2025 Held for 4 months |
43 CNTA Centessa Pharmaceuticals CNTA | Unknown Unknown | $15.1M 0.565% | — 1.1M shares | 3.0M → 1.1M −$24.9M | -62.28% | — — | Q1 2024 Held for 1y 7m |
44  Inhibrx Biosciences, Inc. INBX | Biotechnology Healthcare | $14.0M 0.524% | 6.76% 977.9K shares | 1.1M → 977.9K −$1.2M | -8.1% | $213.7M Micro Cap | Q4 2022 Held for 2y 10m |
45  Adagio Medical ADGM | Unknown Unknown | $12.8M 0.482% | 64.21% 9.9M shares | 9.8M → 9.9M +$83.4K | +0.65% | $19.5M Nano Cap | Q3 2024 Held for 1y 1m |
46  Nurix Therapeutics, Inc. NRIX | Biotechnology Healthcare | $12.5M 0.469% | 1.44% 1.1M shares | 297.6K → 1.1M +$9.1M | +268.67% | $912.5M Small Cap | Q4 2024 Held for 10 months |
47  Travere Therapeutics, Inc. TVTX | Biotechnology Healthcare | $12.3M 0.463% | 0.939% 834.3K shares | — | — | $1.4B Small Cap | Q2 2025 Held for 4 months |
48  Orchestra BioMed Holdings, Inc. OBIO | Biotechnology Healthcare | $12.3M 0.462% | 11.99% 4.6M shares | — | — | $123.4M Micro Cap | Q1 2023 Held for 2y 7m |
49  Bright Minds Biosciences DRUG | Biotechnology Healthcare | $11.0M 0.412% | 5.94% 420.7K shares | 444.6K → 420.7K −$625.6K | -5.39% | $198.3M Micro Cap | Q4 2024 Held for 10 months |
50  Inhibikase Therapeutics, Inc. IKT | Biotechnology Healthcare | $10.6M 0.397% | 7.31% 5.4M shares | 5.9M → 5.4M −$960.8K | -8.32% | $123.4M Micro Cap | Q4 2024 Held for 10 months |