Perceptive Advisors LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Perceptive Advisors LLC disclosed 91 US equity positions worth $3.5bn in its Q3 2025 13F filing. The largest position was RYTM at 8.3% of the reported book, followed by ASND and ACLXGBX. Against the Q2 2025 filing, it opened 6 new positions, added to 26 and reduced 12 among the top 50 holdings.
What did Perceptive Advisors LLC own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 8.3% | $288.4m | 419,104,969 | 17231% | added |
| 2 | ASND ASCENDIS PHARMA A/S | Healthcare | 6.3% | $216.4m | 1,088,501 | 13% | added |
| 3 | ACLXGBX ARCELLX INC | 5.9% | $202.7m | 2,468,353 | -0% | held | |
| 4 | CELC CELCUITY INC | Healthcare | 4.2% | $146.0m | 2,956,319 | 81% | added |
| 5 | NUVALENT INC | 3.9% | $135.1m | 1,562,336 | 14% | added | |
| 6 | MERUS N V | 3.7% | $127.4m | 1,353,093 | 91% | added | |
| 7 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 3.5% | $121.7m | 8,952,365 | 13% | added |
| 8 | ROIV ROIVANT SCIENCES LTD | Healthcare | 3.2% | $111.5m | 7,368,461 | 121% | added |
| 9 | MGTX MEIRAGTX HLDGS PLC | 3.0% | $103.8m | 12,626,103 | 0% | held | |
| 10 | INSM INSMED INC | Healthcare | 2.9% | $101.1m | 702,130 | 8% | added |
| 11 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.6% | $90.7m | 3,794,615 | 355% | added |
| 12 | AORT ARTIVION INC | Healthcare | 2.5% | $85.5m | 2,020,000 | -28% | reduced |
| 13 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 2.4% | $82.9m | 1,564,554 | 108% | added |
| 14 | IMTX IMMATICS N.V | Healthcare | 2.3% | $79.9m | 9,383,456 | 0% | held |
| 15 | CNTA CENTESSA PHARMACEUTICALS PLC | 2.2% | $75.2m | 3,100,902 | 170% | added | |
| 16 | SLDB SOLID BIOSCIENCES INC | Healthcare | 2.1% | $73.0m | 11,833,539 | -1% | reduced |
| 17 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.0% | $68.4m | 1,030,134 | -4% | reduced |
| 18 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.8% | $63.2m | 450,050 | 76% | added |
| 19 | EWTX EDGEWISE THERAPEUTICS INC | 1.8% | $61.6m | 3,795,894 | -18% | reduced | |
| 20 | VRNA VERONA PHARMA PLC | 1.6% | $55.9m | 524,088 | -90% | reduced | |
| 21 | PEN PENUMBRA INC | Healthcare | 1.6% | $55.9m | 220,547 | 572% | added |
| 22 | AKERO THERAPEUTICS INC | 1.6% | $53.9m | 1,135,766 | 24% | added | |
| 23 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.6% | $53.7m | 1,351,989 | 14% | added |
| 24 | OMDA OMADA HEALTH INC | Healthcare | 1.5% | $53.0m | 2,396,330 | -1% | reduced |
| 25 | AM6 AMICUS THERAPEUTICS INC | 1.5% | $50.2m | 6,370,851 | -14% | reduced | |
| 26 | CATBUSD ASTRIA THERAPEUTICS INC | 1.4% | $47.2m | 6,485,420 | 0% | held | |
| 27 | INBX INHIBRX BIOSCIENCES INC | 1.3% | $44.7m | 1,327,707 | 36% | added | |
| 28 | RGEN REPLIGEN CORP | Healthcare | 1.0% | $36.1m | 270,428 | 63% | added |
| 29 | ZYME ZYMEWORKS INC | Healthcare | 1.0% | $35.7m | 2,090,663 | 64% | added |
| 30 | SION SIONNA THERAPEUTICS INC | 1.0% | $34.7m | 1,179,098 | -3% | reduced | |
| 31 | CAI CARIS LIFE SCIENCES INC | Healthcare | 1.0% | $33.2m | 1,098,163 | 0% | held |
| 32 | ABVX ABIVAX SA | 1.0% | $33.0m | 388,608 | – | new | |
| 33 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.9% | $31.6m | 1,462,400 | 227% | added |
| 34 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.9% | $30.9m | 9,680,185 | 38% | added |
| 35 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.9% | $30.3m | 310,000 | 11% | added |
| 36 | ALDX ALDEYRA THERAPEUTICS INC | Healthcare | 0.8% | $27.3m | 5,222,311 | 29% | added |
| 37 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 0.8% | $27.3m | 449,290 | 7% | added |
| 38 | IMVT IMMUNOVANT INC | Healthcare | 0.7% | $25.6m | 1,587,890 | -26% | reduced |
| 39 | EXK EXACT SCIENCES CORP | Basic Materials | 0.7% | $25.5m | 465,487 | – | new |
| 40 | PVLA PALVELLA THERAPEUTICS INC NE | 0.7% | $24.8m | 395,093 | – | new | |
| 41 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.7% | $24.4m | 1,268,021 | – | new |
| 42 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.7% | $23.3m | 52,119 | 16% | added |
| 43 | IRTC IRHYTHM TECHNOLOGIES INC | Healthcare | 0.6% | $21.2m | 123,000 | – | new |
| 44 | AQST AQUESTIVE THERAPEUTICS INC | 0.6% | $21.0m | 3,760,099 | 72% | added | |
| 45 | SYRE SPYRE THERAPEUTICS INC | 0.6% | $20.6m | 1,229,445 | -20% | reduced | |
| 46 | ADGM ADAGIO MED HLDGS INC | 0.6% | $19.2m | 9,876,576 | 0% | held | |
| 47 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 0.5% | $18.1m | 148,900 | -25% | reduced |
| 48 | ADMA ADMA BIOLOGICS INC | Healthcare | 0.5% | $16.9m | 1,153,468 | -12% | reduced |
| 49 | ENGENE HOLDINGS INC | 0.4% | $14.3m | 2,097,236 | – | new | |
| 50 | OBIO ORCHESTRA BIOMED HLDGS INC | 0.4% | $13.1m | 5,292,556 | 15% | added |
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.