Perceptive Advisors LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Perceptive Advisors LLC disclosed 86 US equity positions worth $2.8bn in its Q1 2025 13F filing. The largest position was VRNA at 14.8% of the reported book, followed by ACLXGBX and AM6. Against the Q4 2024 filing, it opened 6 new positions, added to 12 and reduced 19 among the top 50 holdings.
What did Perceptive Advisors LLC own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VRNA VERONA PHARMA PLC | 14.8% | $416.7m | 6,563,340 | 3% | added | |
| 2 | ACLXGBX ARCELLX INC | 6.8% | $192.0m | 2,926,478 | -16% | reduced | |
| 3 | AM6 AMICUS THERAPEUTICS INC | 6.2% | $175.2m | 21,464,527 | -11% | reduced | |
| 4 | EWTX EDGEWISE THERAPEUTICS INC | 5.1% | $144.0m | 6,547,328 | 144% | added | |
| 5 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 4.8% | $135.0m | 2,548,445 | -31% | reduced |
| 6 | NUVALENT INC | 4.1% | $115.9m | 1,633,968 | -38% | reduced | |
| 7 | SLNOEUR SOLENO THERAPEUTICS INC | 3.8% | $107.6m | 1,506,602 | 0% | held | |
| 8 | ITCIEUR INTRA-CELLULAR THERAPIES INC | 3.7% | $103.7m | 786,358 | -39% | reduced | |
| 9 | MGTX MEIRAGTX HLDGS PLC | 3.0% | $85.3m | 12,581,103 | 0% | held | |
| 10 | AORT ARTIVION INC | Healthcare | 2.4% | $68.7m | 2,793,703 | 0% | held |
| 11 | ALDX ALDEYRA THERAPEUTICS INC | Healthcare | 1.9% | $53.3m | 9,275,851 | 0% | held |
| 12 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.9% | $52.8m | 1,091,271 | -14% | reduced |
| 13 | EOLS EVOLUS INC | Healthcare | 1.8% | $49.7m | 4,129,142 | -20% | reduced |
| 14 | IMVT IMMUNOVANT INC | Healthcare | 1.7% | $48.6m | 2,844,072 | 33% | added |
| 15 | SLDB SOLID BIOSCIENCES INC | Healthcare | 1.6% | $44.1m | 11,906,646 | 72% | added |
| 16 | CNTA CENTESSA PHARMACEUTICALS PLC | 1.6% | $43.7m | 3,040,395 | -52% | reduced | |
| 17 | IOVA IOVANCE BIOTHERAPEUTICS INC | Healthcare | 1.5% | $42.3m | 12,711,788 | -43% | reduced |
| 18 | IMTX IMMATICS N.V | Healthcare | 1.5% | $42.3m | 9,383,456 | 0% | held |
| 19 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.5% | $41.9m | 1,122,767 | 7% | added |
| 20 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 1.5% | $41.4m | 355,107 | -47% | reduced |
| 21 | INSM INSMED INC | Healthcare | 1.4% | $38.9m | 509,300 | 254% | added |
| 22 | SYRE SPYRE THERAPEUTICS INC | 1.3% | $37.3m | 2,313,272 | -10% | reduced | |
| 23 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.3% | $37.1m | 980,894 | -26% | reduced |
| 24 | ARGX ARGENX SE | Healthcare | 1.2% | $35.2m | 59,510 | -12% | reduced |
| 25 | CATBUSD ASTRIA THERAPEUTICS INC | 1.2% | $34.6m | 6,485,420 | 0% | held | |
| 26 | AKERO THERAPEUTICS INC | 1.1% | $32.1m | 792,960 | -33% | reduced | |
| 27 | MERUS N V | 1.0% | $29.1m | 690,485 | 130% | added | |
| 28 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 1.0% | $27.9m | 7,874,348 | 16% | added |
| 29 | ADMA ADMA BIOLOGICS INC | Healthcare | 1.0% | $27.2m | 1,373,233 | 54% | added |
| 30 | PCVX VAXCYTE INC | Healthcare | 0.9% | $26.7m | 706,567 | -59% | reduced |
| 31 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.9% | $26.2m | 970,412 | 19% | added |
| 32 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.9% | $24.2m | 2,313,403 | 326% | added |
| 33 | CELC CELCUITY INC | Healthcare | 0.8% | $23.9m | 2,362,279 | 0% | held |
| 34 | ZYME ZYMEWORKS INC | Healthcare | 0.8% | $22.2m | 1,864,672 | -12% | reduced |
| 35 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.7% | $20.1m | 40,619 | -36% | reduced |
| 36 | OBIO ORCHESTRA BIOMED HLDGS INC | 0.7% | $19.7m | 4,592,556 | 0% | held | |
| 37 | BBNX BETA BIONICS INC | Healthcare | 0.7% | $19.5m | 1,593,608 | – | new |
| 38 | PODD INSULET CORP | Healthcare | 0.7% | $18.8m | 71,597 | -69% | reduced |
| 39 | RGEN REPLIGEN CORP | Healthcare | 0.6% | $16.5m | 129,801 | – | new |
| 40 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 0.6% | $16.0m | 444,649 | 10% | added |
| 41 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 0.5% | $15.4m | 46,500 | – | new |
| 42 | INBX INHIBRX BIOSCIENCES INC | 0.5% | $14.9m | 1,064,026 | 0% | held | |
| 43 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.5% | $13.1m | 130,000 | – | new |
| 44 | SION SIONNA THERAPEUTICS INC | 0.5% | $13.1m | 1,251,101 | – | new | |
| 45 | IKT INHIBIKASE THERAPEUTICS INC | 0.5% | $13.0m | 5,925,000 | 0% | held | |
| 46 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.4% | $12.3m | 509,005 | -49% | reduced |
| 47 | DXCM DEXCOM INC | Healthcare | 0.4% | $12.2m | 178,000 | – | new |
| 48 | NBIX NEUROCRINE BIOSCIENCES | Healthcare | 0.4% | $11.1m | 100,050 | 0% | held |
| 49 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.4% | $10.9m | 325,324 | 0% | held |
| 50 | ACRV ACRIVON THERAPEUTICS INC | 0.4% | $10.9m | 5,360,858 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.