Perceptive Advisors LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Perceptive Advisors LLC disclosed 102 US equity positions worth $6.4bn in its Q2 2026 13F filing. The largest position was PRAX at 10.6% of the reported book, followed by SYRE and CELC. Against the Q1 2026 filing, it opened 7 new positions, added to 24 and reduced 12 among the top 50 holdings.
What did Perceptive Advisors LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 10.6% | $681.6m | 2,035,986 | 0% | held |
| 2 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 6.0% | $383.5m | 4,319,496 | 14% | added |
| 3 | CELC CELCUITY INC | Healthcare | 5.2% | $334.5m | 3,197,200 | 2% | added |
| 4 | ASND ASCENDIS PHARMA A/S | Healthcare | 4.8% | $310.4m | 1,163,721 | – | new |
| 5 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 4.5% | $287.2m | 2,586,295 | 9% | added |
| 6 | ROIV ROIVANT SCIENCES LTD | Healthcare | 4.4% | $286.1m | 8,085,461 | -2% | reduced |
| 7 | RLAY RELAY THERAPEUTICS INC | Healthcare | 4.1% | $263.9m | 14,106,187 | 45% | added |
| 8 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 3.3% | $213.2m | 3,752,574 | -9% | reduced |
| 9 | KARD KARDIGAN INC | 3.0% | $195.6m | 8,200,662 | – | new | |
| 10 | NUVALENT INC | 3.0% | $195.2m | 1,580,505 | 0% | held | |
| 11 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 2.8% | $177.7m | 4,373,974 | -1% | reduced |
| 12 | APGE APOGEE THERAPEUTICS INC | Healthcare | 2.7% | $173.6m | 1,308,113 | -15% | reduced |
| 13 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 2.3% | $149.7m | 8,334,882 | 1% | added |
| 14 | MGTX MEIRAGTX HLDGS PLC | Healthcare | 2.3% | $145.7m | 10,786,658 | 4% | added |
| 15 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 2.0% | $128.0m | 1,345,063 | -4% | reduced |
| 16 | INBX INHIBRX BIOSCIENCES INC | Healthcare | 1.9% | $123.0m | 1,297,763 | -10% | reduced |
| 17 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.9% | $120.4m | 981,879 | -20% | reduced |
| 18 | SLDB SOLID BIOSCIENCES INC | Healthcare | 1.8% | $118.9m | 11,906,646 | 0% | held |
| 19 | ZYME ZYMEWORKS INC | Healthcare | 1.7% | $109.3m | 4,182,953 | 19% | added |
| 20 | TNGX TANGO THERAPEUTICS INC | Healthcare | 1.6% | $105.6m | 3,377,000 | 318% | added |
| 21 | IMTX IMMATICS N.V | Healthcare | 1.6% | $105.2m | 10,383,456 | 0% | held |
| 22 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.6% | $104.8m | 4,320,422 | 16% | added |
| 23 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.6% | $103.1m | 10,308,888 | 39% | added |
| 24 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.5% | $98.8m | 527,600 | 104% | added |
| 25 | AVALYN PHARMACEUTICALS INC | 1.4% | $88.1m | 2,675,296 | – | new | |
| 26 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.9% | $59.7m | 2,689,235 | -42% | reduced |
| 27 | BIIB BIOGEN INC | Healthcare | 0.9% | $59.7m | 276,173 | – | new |
| 28 | IMVT IMMUNOVANT INC | Healthcare | 0.8% | $52.3m | 1,357,383 | -15% | reduced |
| 29 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.8% | $48.5m | 116,806 | – | new |
| 30 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 0.7% | $44.9m | 566,000 | 12% | added |
| 31 | STRO SUTRO BIOPHARMA INC | Healthcare | 0.7% | $43.3m | 1,304,846 | 82% | added |
| 32 | ANRO ALTO NEUROSCIENCE INC | Healthcare | 0.7% | $42.5m | 1,609,893 | -20% | reduced |
| 33 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 0.6% | $41.0m | 170,000 | 0% | held |
| 34 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.6% | $39.9m | 2,667,441 | 16% | added |
| 35 | SION SIONNA THERAPEUTICS INC | Healthcare | 0.6% | $39.8m | 905,000 | 37% | added |
| 36 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 0.6% | $39.1m | 10,439,185 | 3% | added |
| 37 | AORT ARTIVION INC | Healthcare | 0.6% | $39.0m | 1,737,290 | 6% | added |
| 38 | XFOR X4 PHARMACEUTICALS INC | 0.6% | $37.0m | 7,933,491 | 18% | added | |
| 39 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 0.5% | $34.6m | 398,385 | 697% | added |
| 40 | RGEN REPLIGEN CORP | Healthcare | 0.5% | $33.9m | 248,212 | -12% | reduced |
| 41 | AVR ANTERIS TECHNOLOGIES GLOBAL | 0.5% | $33.7m | 3,425,476 | 0% | held | |
| 42 | RAPP RAPPORT THERAPEUTICS INC | 0.5% | $32.2m | 773,342 | 15% | added | |
| 43 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 0.5% | $31.8m | 1,223,000 | 0% | held |
| 44 | CRL CHARLES RIV LABS INTL INC | Healthcare | 0.5% | $31.8m | 140,000 | – | new |
| 45 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 0.5% | $29.0m | 118,450 | -21% | reduced |
| 46 | DBVT DBV TECHNOLOGIES S A | 0.4% | $27.1m | 1,653,350 | 71% | added | |
| 47 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 0.4% | $26.6m | 223,766 | 113% | added |
| 48 | ADPT ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 0.4% | $26.1m | 1,217,325 | 698% | added |
| 49 | SABS SAB BIOTHERAPEUTICS INC | 0.4% | $25.8m | 6,627,501 | 3% | added | |
| 50 | DHR DANAHER CORP DEL | Healthcare | 0.4% | $24.8m | 130,000 | – | new |
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.