Investor
PERCEPTIVE ADVISORS LLC
CIK 0001224962 · filed 2026-05-29 · SEC filing
13F book
$5.12B
Positions
92
18 new · 38 sold
Largest name
12.8%
Praxis Precision Medicines I
Est. mark
$216.9M
Price effect on 74 names still held. Flow −$612.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Praxis Precision Medicines I | — | 2.04M | $656M | 12.8% | $54.8M | Added$67.7M |
| Celcuity Inc. | CELC | 3.13M | $356.9M | 7.0% | $45M | Cut$41.7M |
| Ascendis Pharma A/S | ASND | 1.53M | $350.3M | 6.8% | $16.8M | Added$119.7M |
| Roivant Sciences Ltd. | ROIV | 8.29M | $229.5M | 4.5% | $47.9M | Added$56.2M |
| Centessa Pharmaceuticals Plc | — | 5.26M | $208.9M | 4.1% | $42.9M | Added$135.9M |
| Rhythm Pharmaceuticals, Inc. | RYTM | 2.37M | $206.4M | 4.0% | −$47.6M | Cut−$66.1M |
| Spyre Therapeutics, Inc. | SYRE | 3.78M | $190.8M | 3.7% | $54.3M | Added$90.3M |
| Nuvalent Inc | — | 1.58M | $161.9M | 3.2% | $2.94M | Cut−$5.57M |
| Edgewise Therapeutics, Inc. | EWTX | 4.42M | $139.4M | 2.7% | $29.6M | Cut$28.7M |
| Protagonist Therapeutics, Inc | PTGX | 1.23M | $129.7M | 2.5% | $22.2M | Cut$11.8M |
| Apogee Therapeutics, Inc. | APGE | 1.54M | $129.7M | 2.5% | $13.4M | Cut−$46.3M |
| Travere Therapeutics, Inc. | TVTX | 4.14M | $123.1M | 2.4% | −$35.2M | Cut−$40.4M |
| Amylyx Pharmaceuticals, Inc. | AMLX | 8.28M | $115.2M | 2.3% | $15.1M | Held |
| Immatics N.V. | IMTX | 10.4M | $102.2M | 2.0% | −$6.85M | Held |
| Relay Therapeutics, Inc. | RLAY | 9.75M | $97M | 1.9% | $2.84M | Added$80.9M |
| Inhibrx Biosciences, Inc. | INBX | 1.44M | $97M | 1.9% | −$17M | Cut−$17.8M |
| Meiragtx Hldgs Plc | — | 10.3M | $89.3M | 1.7% | $7.22M | Held |
| Zymeworks Inc. | ZYME | 3.51M | $87.9M | 1.7% | −$4.21M | Added$2.01M |
| Solid Biosciences Inc. | SLDB | 11.9M | $85.7M | 1.7% | $18.5M | Added$19M |
| Dyne Therapeutics, Inc. | DYN | 4.67M | $84.6M | 1.7% | −$4.97M | Added$16.6M |
| Biocryst Pharmaceuticals Inc | BCRX | 7.43M | $70.8M | 1.4% | $5.44M | Added$46.1M |
| Oruka Therapeutics, Inc. | ORKA | 1.4M | $68.4M | 1.3% | $26.2M | Cut$23.7M |
| Artivion, Inc. | AORT | 1.64M | $60M | 1.2% | −$14.7M | Cut−$18.6M |
| Nurix Therapeutics, Inc. | NRIX | 3.71M | $57.5M | 1.1% | −$12.3M | Added−$9.94M |
| Nautilus Biotechnology, Inc. | NAUT | 12.6M | $48.9M | 1.0% | $24.3M | Held |
| CytomX Therapeutics, Inc. | CTMX | 10.1M | $47.5M | 0.9% | $4.26M | Added$6.23M |
| Alto Neuroscience, Inc. | ANRO | 2.01M | $45.2M | 0.9% | $8.35M | Added$13.4M |
| Engene Holdings Inc | — | 5.83M | $39.7M | 0.8% | −$12.9M | Cut−$13.3M |
| Immunovant, Inc. | IMVT | 1.6M | $39.7M | 0.8% | −$926.5K | Cut−$11M |
| Intuitive Surgical Inc | ISRG | 85.4K | $39.4M | 0.8% | −$9M | Cut−$10.4M |
| Ionis Pharmaceuticals Inc | IONS | 504K | $37.8M | 0.7% | — | New |
| Day One Biopharmaceuticals I | — | 1.76M | $37.6M | 0.7% | — | New |
| Abivax Sa | — | 328.9K | $36.6M | 0.7% | −$7.73M | Cut−$25.2M |
| Corvus Pharmaceuticals, Inc. | CRVS | 2.29M | $33.5M | 0.7% | $4.8M | Added$28.2M |
| Repligen Corp | RGEN | 280.5K | $33.1M | 0.6% | −$12.9M | Cut−$18.7M |
| Jazz Pharmaceuticals Plc | JAZZ | 170K | $32.1M | 0.6% | $3.24M | Held |
| Galecto Inc | DMRA | 1.22M | $31.7M | 0.6% | — | New |
| X4 Pharmaceuticals, Inc | XFOR | 6.74M | $27.8M | 0.5% | $820.9K | Added$2.57M |
| Guardant Health, Inc. | GH | 300K | $27.7M | 0.5% | −$1.56M | Added$11.4M |
| Bright Minds Biosciences Inc. | DRUG | 377.5K | $27.5M | 0.5% | −$1.91M | Cut−$7.51M |
| Invivyd, Inc. | IVVD | 20.9M | $27.1M | 0.5% | −$24.4M | Cut−$26.7M |
| Sionna Therapeutics, Inc. | SION | 658.4K | $26.4M | 0.5% | −$691.4K | Cut−$22.1M |
| Axsome Therapeutics, Inc. | AXSM | 149.9K | $25.3M | 0.5% | −$2.03M | Added−$1.85M |
| Revolution Medicines Inc | — | 258.6K | $25.1M | 0.5% | — | New |
| Sab Biotherapeutics Inc | — | 6.43M | $24.6M | 0.5% | $72.3K | Added$21.6M |
| Belite Bio, Inc | BLTE | 152K | $24.2M | 0.5% | −$79K | Cut−$42M |
| Tenax Therapeutics, Inc. | TENX | 1.45M | $23.2M | 0.5% | $1.67M | Added$17.8M |
| Axogen, Inc. | AXGN | 697.3K | $23.1M | 0.5% | $278.9K | Cut−$2.56M |
| Viridian Therapeutics Inc | — | 1.17M | $22.9M | 0.4% | −$13.5M | Cut−$71.8M |
| Orchestra Biomed Hldgs Inc | — | 5.04M | $21.4M | 0.4% | $503.8K | Cut$133K |
| Rapport Therapeutics, Inc. | RAPP | 673.9K | $21.1M | 0.4% | $640.2K | Held |
| Dbv Technologies S A | — | 964.4K | $20.1M | 0.4% | — | New |
| Athira Pharma Inc | LONA | 1.86M | $19.1M | 0.4% | $5.04M | Held |
| Anteris Technologies Global Corp. | AVR | 3.43M | $19M | 0.4% | $938.3K | Added$10.7M |
| Sutro Biopharma, Inc. | STRO | 715.3K | $17.8M | 0.3% | — | New |
| Tango Therapeutics, Inc. | TNGX | 808.2K | $16.9M | 0.3% | $6.19M | Added$12.4M |
| Contineum Therapeutics, Inc. | CTNM | 1.26M | $16.4M | 0.3% | $2.05M | Cut−$342.3K |
| Celcuity Inc. | CELC | 6.5M | $15.9M | 0.3% | $1.78M | Held |
| Palisade Bio, Inc. | PALI | 8.93M | $15.6M | 0.3% | −$5.36M | Cut−$12.7M |
| Oculis Holding Ag | — | 493.8K | $13.1M | 0.3% | $3.27M | Held |
| Irhythm Technologies Inc | IRTC | 105K | $12.4M | 0.2% | −$6.24M | Cut−$6.77M |
| Adagio Med Hldgs Inc | — | 9.88M | $11M | 0.2% | $740.7K | Held |
| Evommune, Inc. | EVMN | 448.4K | $10.3M | 0.2% | — | New |
| Phathom Pharmaceuticals, Inc. | PHAT | 925K | $10.3M | 0.2% | — | New |
| Neumora Therapeutics, Inc. | NMRA | 5.1M | $9.95M | 0.2% | — | New |
| Omada Health, Inc. | OMDA | 786.3K | $9.88M | 0.2% | −$2.52M | Cut−$27.9M |
| Neurocrine Biosciences Inc | NBIX | 65K | $8.57M | 0.2% | −$656.4K | Cut−$38.4M |
| Beta Bionics, Inc. | BBNX | 842.9K | $8.45M | 0.2% | −$12.3M | Added−$9.93M |
| Opus Genetics, Inc. | IRD | 1.84M | $8.35M | 0.2% | $4.66M | Cut−$340.2K |
| BillionToOne, Inc. | BLLN | 91.8K | $7.25M | 0.1% | −$211.2K | Added$1.29M |
| Twist Bioscience Corp | TWST | 150K | $7.13M | 0.1% | — | New |
| Surrozen Inc | — | 229.4K | $6.68M | 0.1% | — | New |
| Agomab Therapeutics Nv | AGMB | 600K | $6.29M | 0.1% | — | New |
| Evolus, Inc. | EOLS | 1.29M | $5.29M | 0.1% | — | New |
| Cogent Biosciences, Inc. | COGT | 121.1K | $4.66M | 0.1% | $359.6K | Held |
| Adma Biologics, Inc. | ADMA | 467.2K | $4.21M | 0.1% | −$4.31M | Cut−$11.9M |
| Inhibikase Therapeutics, Inc. | IKT | 2.31M | $3.89M | 0.1% | −$856.5K | Cut−$7.23M |
| Crescent Biopharma, Inc. | CBIO | 206.9K | $3.8M | 0.1% | $1.35M | Cut−$1.58M |
| Apellis Pharmaceuticals Inc | — | 81K | $3.26M | 0.1% | — | New |
| Outset Med Inc | — | 833.3K | $3.2M | 0.1% | $108.3K | Held |
| Edesa Biotech, Inc. | EDSA | 563.2K | $2.95M | 0.1% | — | New |
| Adaptive Biotechnologies Cor | — | 152.5K | $2.12M | 0.0% | — | New |
| Avalo Therapeutics, Inc. | AVTX | 139.7K | $2.09M | 0.0% | −$451.1K | Held |
| Connect Biopharma Hldgs Ltd | — | 792.7K | $2.08M | 0.0% | −$158.5K | Held |
| Corcept Therapeutics Inc | CORT | 50K | $2.02M | 0.0% | — | New |
| Medline Inc. | MDLN | 28K | $1.25M | 0.0% | $70K | Held |
| Palatin Technologies Inc | PTN | 61.9K | $1.08M | 0.0% | $126.4K | Cut$2.48K |
| Cumberland Pharmaceuticals I | — | 197K | $640.2K | 0.0% | −$143.8K | Cut−$717.3K |
| Revolution Medicines Inc | — | 250K | $447.5K | 0.0% | $212.5K | Held |
| Exagen Inc. | XGN | 114.9K | $344.7K | 0.0% | — | New |
| Ensysce Biosciences, Inc. | ENSC | 86.7K | $46.7K | 0.0% | −$33.1K | Held |
| Surrozen Inc | — | 166.7K | $2.67K | 0.0% | −$666 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.