Funds › Perceptive Advisors LLC
Perceptive Advisors LLC
13F for Q2 2026, filed Aug 14, 2026. 101 positions worth $6.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$6.7B
+$1.5B (30.2%) vs Q1 2026
Positions
101
91 in Q1 2026
Top 10 share
47.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | PRAX Praxis Precision Medicines, Inc. | 2.04M | $681.6M | 10.2% | Unchanged | 13F ↗ |
| 2 | SYRE Spyre Therapeutics, Inc. | 4.32M | $383.5M | 5.8% | +14.2% | 13F ↗ |
| 3 | CELC Celcuity Inc. | 3.20M | $334.5M | 5.0% | +2.2% | 13F ↗ |
| 4 | ASND Ascendis Pharma A/S | 1.16M | $310.4M | 4.7% | New | 13F ↗ |
| 5 | RYTM Rhythm Pharmaceuticals, Inc. | 2.59M | $287.2M | 4.3% | +9.0% | 13F ↗ |
| 6 | ROIV Roivant Sciences Ltd. | 8.09M | $286.1M | 4.3% | -2.4% | 13F ↗ |
| 7 | RLAY Relay Therapeutics, Inc. | 14.11M | $263.9M | 4.0% | +44.7% | 13F ↗ |
| 8 | TVTX Travere Therapeutics, Inc. | 3.75M | $213.2M | 3.2% | -9.4% | 13F ↗ |
| 9 | KARD Kardigan, Inc. | 8.20M | $195.6M | 2.9% | New | 13F ↗ |
| 10 | Nuvalent Inc | 1.58M | $195.2M | 2.9% | Unchanged | 13F ↗ |
| 11 | EWTX Edgewise Therapeutics, Inc. | 4.37M | $177.7M | 2.7% | -1.1% | 13F ↗ |
| 12 | Apogee Therapeutics Inc | 1.31M | $173.6M | 2.6% | -15.1% | 13F ↗ |
| 13 | AMLX Amylyx Pharmaceuticals, Inc. | 8.33M | $149.7M | 2.2% | +0.6% | 13F ↗ |
| 14 | MGTX MeiraGTx Holdings plc | 10.79M | $145.7M | 2.2% | +4.5% | 13F ↗ |
| 15 | ORKA Oruka Therapeutics, Inc. | 1.35M | $128.0M | 1.9% | -3.6% | 13F ↗ |
| 16 | INBX Inhibrx Biosciences, Inc. | 1.30M | $123.0M | 1.8% | -10.0% | 13F ↗ |
| 17 | PTGX Protagonist Therapeutics, Inc. | 981,879 | $120.4M | 1.8% | -20.2% | 13F ↗ |
| 18 | SLDB Solid Biosciences Inc. | 11.91M | $118.9M | 1.8% | Unchanged | 13F ↗ |
| 19 | ZYME Zymeworks Inc. | 4.18M | $109.3M | 1.6% | +19.2% | 13F ↗ |
| 20 | TNGX Tango Therapeutics, Inc. | 3.38M | $105.6M | 1.6% | +318% | 13F ↗ |
| 21 | IMTX Immatics N.V. | 10.38M | $105.2M | 1.6% | Unchanged | 13F ↗ |
| 22 | NRIX Nurix Therapeutics, Inc. | 4.32M | $104.8M | 1.6% | +16.4% | 13F ↗ |
| 23 | BCRX BioCryst Pharmaceuticals, Inc. | 10.31M | $103.1M | 1.5% | +38.7% | 13F ↗ |
| 24 | RVMD Revolution Medicines, Inc. | 527,600 | $98.8M | 1.5% | +104% | 13F ↗ |
| 25 | AVLN Avalyn Pharma Inc. | 2.68M | $88.1M | 1.3% | New | 13F ↗ |
| 26 | DYN Dyne Therapeutics, Inc. | 2.69M | $59.7M | 0.9% | -42.4% | 13F ↗ |
| 27 | BIIB Biogen Inc. | 276,173 | $59.7M | 0.9% | New | 13F ↗ |
| 28 | IMVT Immunovant, Inc. | 1.36M | $52.3M | 0.8% | -15.0% | 13F ↗ |
| 29 | UNH UnitedHealth Group Incorporated | 116,806 | $48.5M | 0.7% | New | 13F ↗ |
| 30 | IONS Ionis Pharmaceuticals, Inc. | 566,000 | $44.9M | 0.7% | +12.3% | 13F ↗ |
| 31 | STRO Sutro Biopharma, Inc. | 1.30M | $43.3M | 0.7% | +82.4% | 13F ↗ |
| 32 | ANRO Alto Neuroscience, Inc. | 1.61M | $42.5M | 0.6% | -19.9% | 13F ↗ |
| 33 | JAZZ Jazz Pharmaceuticals plc | 170,000 | $41.0M | 0.6% | Unchanged | 13F ↗ |
| 34 | CRVS Corvus Pharmaceuticals, Inc. | 2.67M | $39.9M | 0.6% | +16.4% | 13F ↗ |
| 35 | SION Sionna Therapeutics, Inc. | 905,000 | $39.8M | 0.6% | +37.4% | 13F ↗ |
| 36 | CTMX CytomX Therapeutics, Inc. | 10.44M | $39.1M | 0.6% | +3.4% | 13F ↗ |
| 37 | AORT Artivion, Inc. | 1.74M | $39.0M | 0.6% | +6.1% | 13F ↗ |
| 38 | XFOR X4 Pharmaceuticals, Inc. | 7.93M | $37.0M | 0.6% | +17.7% | 13F ↗ |
| 39 | CORT Corcept Therapeutics Incorporated | 398,385 | $34.6M | 0.5% | +697% | 13F ↗ |
| 40 | RGEN Repligen Corporation | 248,212 | $33.9M | 0.5% | -11.5% | 13F ↗ |
| 41 | AVR Anteris Technologies Global Corp. | 3.43M | $33.7M | 0.5% | Unchanged | 13F ↗ |
| 42 | RAPP Rapport Therapeutics, Inc. | 773,342 | $32.2M | 0.5% | +14.8% | 13F ↗ |
| 43 | Damora Therapeutics Inc | 1.22M | $31.8M | 0.5% | Unchanged | 13F ↗ |
| 44 | CRL Charles River Laboratories International, Inc. | 140,000 | $31.8M | 0.5% | New | 13F ↗ |
| 45 | AXSM Axsome Therapeutics, Inc. | 118,450 | $29.0M | 0.4% | -21.0% | 13F ↗ |
| 46 | DBVT DBV Technologies S.A. · ADR | 1.65M | $27.1M | 0.4% | +71.4% | 13F ↗ |
| 47 | IRTC iRhythm Holdings, Inc. | 223,766 | $26.6M | 0.4% | +113% | 13F ↗ |
| 48 | ADPT Adaptive Biotechnologies Corporation | 1.22M | $26.1M | 0.4% | +698% | 13F ↗ |
| 49 | SABS SAB Biotherapeutics, Inc. | 6.63M | $25.8M | 0.4% | +3.0% | 13F ↗ |
| 50 | DHR Danaher Corporation | 130,000 | $24.8M | 0.4% | New | 13F ↗ |
Showing the top 50 of 101 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
23 new, 30 added to, 26 trimmed, 13 exited, 22 unchanged. By estimated dollars.
New positions (23)
| ASND Ascendis Pharma A/S | 1.16M | New | $310.4M |
| KARD Kardigan, Inc. | 8.20M | New | $195.6M |
| AVLN Avalyn Pharma Inc. | 2.68M | New | $88.1M |
| BIIB Biogen Inc. | 276,173 | New | $59.7M |
| UNH UnitedHealth Group Incorporated | 116,806 | New | $48.5M |
| CRL Charles River Laboratories International, Inc. | 140,000 | New | $31.8M |
| DHR Danaher Corporation | 130,000 | New | $24.8M |
| ANL Adlai Nortye Group Ltd. · ADR | 1.79M | New | $20.6M |
| NVCT Nuvectis Pharma, Inc. | 1.00M | New | $18.4M |
| MIRM Mirum Pharmaceuticals, Inc. | 115,391 | New | $13.5M |
Added to (30)
| RLAY Relay Therapeutics, Inc. | 14.11M | +44.7% | $81.5M |
| TNGX Tango Therapeutics, Inc. | 3.38M | +318% | $80.3M |
| RVMD Revolution Medicines, Inc. | 527,600 | +104% | $50.4M |
| SYRE Spyre Therapeutics, Inc. | 4.32M | +14.2% | $47.6M |
| CORT Corcept Therapeutics Incorporated | 398,385 | +697% | $30.3M |
| BCRX BioCryst Pharmaceuticals, Inc. | 10.31M | +38.7% | $28.7M |
| RYTM Rhythm Pharmaceuticals, Inc. | 2.59M | +9.0% | $23.6M |
| ADPT Adaptive Biotechnologies Corporation | 1.22M | +698% | $22.8M |
| STRO Sutro Biopharma, Inc. | 1.30M | +82.4% | $19.6M |
| ZYME Zymeworks Inc. | 4.18M | +19.2% | $17.6M |
Trimmed (26)
| DYN Dyne Therapeutics, Inc. | 2.69M | -42.4% | -$44.0M |
| GH Guardant Health, Inc. | 41,327 | -86.2% | -$38.8M |
| ABVX Abivax SA · ADR | 74,000 | -77.5% | -$34.0M |
| Apogee Therapeutics Inc | 1.31M | -15.1% | -$30.8M |
| PTGX Protagonist Therapeutics, Inc. | 981,879 | -20.2% | -$30.5M |
| TVTX Travere Therapeutics, Inc. | 3.75M | -9.4% | -$22.2M |
| AXGN Axogen, Inc. | 247,312 | -64.5% | -$20.8M |
| INBX Inhibrx Biosciences, Inc. | 1.30M | -10.0% | -$13.7M |
| ISRG Intuitive Surgical, Inc. | 51,884 | -39.3% | -$13.3M |
| TWST Twist Bioscience Corporation | 36,812 | -75.5% | -$11.6M |
Exited (13)
| Ascendis Pharma A/S ADR | 1.53M | Exited | -$350.3M |
| Centessa Pharmaceuticals plc ADR | 5.26M | Exited | -$208.9M |
| Engene Holdings Inc | 5.83M | Exited | -$39.7M |
| Day One Biopharmaceuticals Inc | 1.76M | Exited | -$37.6M |
| DRUG Bright Minds Biosciences Inc. | 377,544 | Exited | -$27.5M |
| BLTE Belite Bio, Inc | 151,979 | Exited | -$24.2M |
| EVMN Evommune, Inc. | 448,350 | Exited | -$10.3M |
| NMRA Neumora Therapeutics, Inc. | 5.10M | Exited | -$10.0M |
| NBIX Neurocrine Biosciences, Inc. | 65,050 | Exited | -$8.6M |
| IRD Opus Genetics, Inc. | 1.84M | Exited | -$8.4M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 13F-HR | 109 | $6.7B | Current | SEC ↗ |
| Q1 2026 | May 29, 2026 | 13F-HR/A (restatement) | 94 | $5.1B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 94 | $5.1B | Replaced | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 116 | $5.6B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 93 | $3.5B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 85 | $2.7B | Current | SEC ↗ |
| Q1 2025 | Aug 6, 2025 | 13F-HR/A (restatement) | 87 | $2.8B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 87 | $2.8B | Replaced | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer