Basic Stats
Manager Joseph Edelman
Insider Profile PERCEPTIVE ADVISORS LLC
Portfolio Value $ 2,697,358,275
Current Positions 85
Latest Holdings, Performance, AUM (from 13F, 13D)

Perceptive Advisors Llc has disclosed 85 total holdings in their latest SEC filings. Portfolio manager(s) are listed as Joseph Edelman. Most recent portfolio value is calculated to be $ 2,697,358,275 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Perceptive Advisors Llc’s top holdings are Verona Pharma plc - Depositary Receipt (Common Stock) (US:VRNA) , Ascendis Pharma A/S - Depositary Receipt (Common Stock) (US:ASND) , Arcellx, Inc. (US:ACLX) , Rhythm Pharmaceuticals, Inc. (US:RYTM) , and Nuvalent, Inc. (US:NUVL) . Perceptive Advisors Llc’s new positions include Omada Health, Inc. (US:OMDA) , Caris Life Sciences, Inc. (US:CAI) , Crescent Biopharma, Inc. (US:CBIO) , Capricor Therapeutics, Inc. (US:CAPR) , and Corvus Pharmaceuticals, Inc. (US:CRVS) . Perceptive Advisors Llc’s top industries are "Apparel And Accessory Stores" (sic 56) , "Security And Commodity Brokers, Dealers, Exchanges, And Services" (sic 62) , and "Rubber And Miscellaneous Plastics Products" (sic 30) .

Perceptive Advisors Llc - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.96 166.37 6.1678 6.1678
5.51 520.91 19.3118 4.5910
2.43 44.40 1.6461 1.6461
3.33 37.55 1.3919 1.3919
1.10 29.34 1.0878 1.0878
0.65 65.44 2.4261 1.0535
0.30 24.88 0.9223 0.9223
2.42 152.81 5.6653 0.8965
7.90 50.65 1.8779 0.8932
0.26 32.06 1.1885 0.7976
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
7.41 42.48 1.5747 -4.6128
0.00 0.00 -3.6646
4.64 60.83 2.2552 -2.8333
0.43 36.06 1.3369 -2.4658
0.00 0.00 -1.4954
4.05 15.52 0.5753 -1.3089
0.00 0.00 -1.2443
1.15 15.07 0.5587 -0.9858
2.47 22.79 0.8450 -0.9098
2.48 163.18 6.0495 -0.7324
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares 		Current
Shares 		ΔShares % % Ownership
 % ΔOwnership
2025-08-21 13G CTMX / CytomX Therapeutics, Inc. 2,577,043 9,680,185 275.63 5.90 37.21
2025-08-14 13G/A AVR / Anteris Technologies Global Corp. 2,440,000 1,705,130 -30.12 4.70 -29.85
2025-08-14 13G/A EOLS / Evolus, Inc. 4,129,142 2,474,843 -40.06 3.80 -40.63
2025-08-14 13G/A FOLD / Amicus Therapeutics, Inc. 21,464,527 7,412,830 -65.46 2.40 -65.71
2025-08-14 13G/A VRNA / Verona Pharma plc - Depositary Receipt (Common Stock) 6,565,933 5,507,591 -16.12 6.40 -20.99
2025-08-14 13G/A ALDX / Aldeyra Therapeutics, Inc. 4,875,851 4,051,631 -16.90 6.80 -17.07
2025-08-14 13D/A / (55234L105) 255,750 15.55
2025-08-14 13G/A ACLX / Arcellx, Inc. 2,926,478 2,478,000 -15.32 4.50 -15.09
2025-08-14 13G/A OKUR / OnKure Therapeutics, Inc. 1,004,439 0 -100.00 0.00 -100.00
2025-08-14 13G/A CTNM / Contineum Therapeutics, Inc. 1,441,249 699,486 -51.47 3.20 -57.33
2025-08-14 13G/A EWTX / Edgewise Therapeutics, Inc. 6,395,546 4,639,949 -27.45 4.40 -27.87
2025-08-07 13G/A BBNX / Beta Bionics, Inc. 2,203,840 1,593,608 -27.69 3.68 -27.84
2025-08-04 13G CELC / Celcuity Inc. 2,362,279 2,670,597 13.05 6.55 2.34
2025-07-22 13G PRAX / Praxis Precision Medicines, Inc. 980,894 1,362,503 38.90 6.69 39.38
2025-06-24 13D/A NAUT / Nautilus Biotechnology, Inc. 12,594,211 12,815,113 1.75 10.10 1.00
2025-06-04 13G/A ACRV / Acrivon Therapeutics, Inc. 3,104,139 0 -100.00 0.00 -100.00
2025-05-15 13G/A OM / Outset Medical, Inc. 1,208,334 6.70
2025-05-15 13G/A RYTM / Rhythm Pharmaceuticals, Inc. 5,435,210 4,423,441 -18.62 6.80 -20.93
2025-05-15 13G/A DRUG / Bright Minds Biosciences Inc. 430,000 444,649 3.41 6.30 -34.38
2025-05-15 13G/A TIL / Instil Bio, Inc. 345,545 0 -100.00 0.00 -100.00
2025-05-15 13G/A SRZN / Surrozen, Inc. 166,666 166,666 0.00 1.90 -62.75
2025-05-15 13G/A VRCA / Verrica Pharmaceuticals Inc. 4,731,150 1,481,481 -68.69 1.60 -68.63
2025-05-15 13G/A AMLX / Amylyx Pharmaceuticals, Inc. 6,774,348 7,874,348 16.24 8.80 11.39
2025-05-15 13G BDSX / Biodesix, Inc. 6,673,880 7,673,880 14.98 5.10 13.33
2025-05-15 13G/A IOVA / Iovance Biotherapeutics, Inc. 22,112,266 12,808,788 -42.07 3.80 -47.95
2025-05-15 13G/A ENSC / Ensysce Biosciences, Inc. 86,666 86,666 0.00 3.70 -30.19
2025-05-15 13G/A TRAW / Traws Pharma, Inc. 386,555 545,197 41.04 9.99 0.91
2025-04-23 13G/A CRGX / CARGO Therapeutics, Inc. 3,436,600 1,170,810 -65.93 2.50 -69.88
2025-03-31 13G IRD / Opus Genetics, Inc. 4,510,501 9.99
2025-03-26 13G IVA / Inventiva S.A. - Depositary Receipt (Common Stock) 5,555,555 5.80
2025-03-25 13D/A TRIB / Trinity Biotech plc - Depositary Receipt (Common Stock) 85,800,000 85,800,000 0.00 19.80 -5.26
2025-02-21 13D/A SLDB / Solid Biosciences Inc. 6,934,678 11,934,679 72.10 15.60 -9.83
2025-02-14 13G/A SYRE / Spyre Therapeutics, Inc. 2,872,547 2,574,723 -10.37 4.40 -22.81
2025-02-14 13G/A FBRX / Forte Biosciences, Inc. 151,433 163,935 8.26 2.50 -74.97
2025-02-14 13G/A RAPT / RAPT Therapeutics, Inc. 2,139,950 5,880,000 174.77 4.50 -27.42
2025-02-14 13G/A ADGM / Adagio Medical Holdings, Inc. 15,257,488 15,321,655 0.42 73.60 -3.66
2025-02-14 13G/A APLT / Applied Therapeutics, Inc. 10,005,000 2,860,000 -71.41 2.40 -71.76
2024-12-16 13D/A LYRA / Lyra Therapeutics, Inc. 12,757,562 12,757,562 0.00 19.50 0.00
2024-11-19 13D/A SLNO / Soleno Therapeutics, Inc. 3,454,976 1,770,792 -48.75 4.10 -53.41
2024-11-14 13G/A NUVL / Nuvalent, Inc. 2,917,991 2,979,235 2.10 4.60 -9.80
2024-11-14 13G INBX / Inhibrx Biosciences, Inc. 1,968,744 1,488,553 -24.39 9.90 98.00
2024-11-14 13G/A VRDN / Viridian Therapeutics, Inc. 4,022,066 2,812,665 -30.07 3.80 -43.28
2024-11-14 13G/A INBX.V / Inhibrx, Inc. 4,776,306 0 -100.00 0.00 -100.00
2024-11-14 13G/A NVNO / enVVeno Medical Corporation 1,394,716 1,869,219 34.02 9.90 0.00
2024-11-14 13G/A DTIL / Precision BioSciences, Inc. 500,000 426,293 -14.74 5.90 -25.32
2024-11-14 13D/A ATXS / Astria Therapeutics, Inc. 6,485,420 6,485,420 0.00 11.50 -3.36
2024-10-31 13D/A ATHA / Athira Pharma, Inc. 5,458,448 5,479,348 0.38 14.20 -0.70
2024-10-22 13G IKT / Inhibikase Therapeutics, Inc. 6,799,944 9.99
2024-10-17 13D/A IMTX / Immatics N.V. 8,170,846 9,469,705 15.90 7.90 0.00
2024-09-24 13D/A VAPO / Vapotherm, Inc. 2,012,999 1,000 -99.95 100.00 208.64
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock) 5.51 -16.09 520.91 25.01 19.3118 4.5910
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock) 0.96 166.37 6.1678 6.1678
ACLX / Arcellx, Inc. 2.48 -15.32 163.18 -15.00 6.0495 -0.7324
RYTM / Rhythm Pharmaceuticals, Inc. 2.42 -5.11 152.81 13.20 5.6653 0.8965
NUVL / Nuvalent, Inc. 1.38 -15.84 104.93 -9.45 3.8900 -0.2037
AORT / Artivion, Inc. 2.79 0.00 86.88 26.53 3.2211 0.7952
MGTX / MeiraGTx Holdings plc 12.63 0.36 82.23 -3.55 3.0486 0.0368
INSM / Insmed Incorporated 0.65 27.68 65.44 68.43 2.4261 1.0535
EWTX / Edgewise Therapeutics, Inc. 4.64 -29.13 60.83 -57.77 2.2552 -2.8333
PTGX / Protagonist Therapeutics, Inc. 1.07 -1.54 59.38 12.53 2.2016 0.3373
SLDB / Solid Biosciences Inc. 11.91 0.00 57.99 31.62 2.1497 0.5934
APGE / Apogee Therapeutics, Inc. 1.18 5.29 51.34 22.40 1.9034 0.4215
AMLX / Amylyx Pharmaceuticals, Inc. 7.90 0.36 50.65 81.72 1.8779 0.8932
IMTX / Immatics N.V. 9.38 0.00 50.48 19.29 1.8716 0.3766
AKRO / Akero Therapeutics, Inc. 0.92 15.50 48.87 52.25 1.8118 0.6779
OMDA / Omada Health, Inc. 2.43 44.40 1.6461 1.6461
FOLD / Amicus Therapeutics, Inc. 7.41 -65.46 42.48 -75.75 1.5747 -4.6128
ROIV / Roivant Sciences Ltd. 3.33 37.55 1.3919 1.3919
MRUS / Merus N.V. 0.71 2.56 37.25 28.17 1.3810 0.3543
SLNO / Soleno Therapeutics, Inc. 0.43 -71.43 36.06 -66.50 1.3369 -2.4658
ATXS / Astria Therapeutics, Inc. 6.49 0.00 34.76 0.37 1.2887 0.0653
IMVT / Immunovant, Inc. 2.14 -24.83 34.21 -29.62 1.2681 -0.4489
NBIX / Neurocrine Biosciences, Inc. 0.26 154.92 32.06 189.72 1.1885 0.7976
PRAX / Praxis Precision Medicines, Inc. 0.75 -23.24 31.66 -14.77 1.1738 -0.1385
BSX / Boston Scientific Corporation 0.28 115.38 30.07 129.33 1.1150 0.6517
CAI / Caris Life Sciences, Inc. 1.10 29.34 1.0878 1.0878
XBI / SPDR Series Trust - SPDR S&P Biotech ETF Put 0.30 24.88 0.9223 0.9223
ISRG / Intuitive Surgical, Inc. 0.05 11.08 24.52 21.88 0.9090 0.1983
ADMA / ADMA Biologics, Inc. 1.30 -5.08 23.74 -12.88 0.8800 -0.0825
BBNX / Beta Bionics, Inc. 1.59 0.00 23.20 18.95 0.8602 0.1711
SYRE / Spyre Therapeutics, Inc. 1.53 -33.88 22.90 -38.66 0.8488 -0.4697
EOLS / Evolus, Inc. 2.47 -40.06 22.79 -54.11 0.8450 -0.9098
CELC / Celcuity Inc. 1.63 -30.86 21.80 -8.71 0.8083 -0.0354
DYN / Dyne Therapeutics, Inc. 2.25 -2.85 21.40 -11.58 0.7932 -0.0616
SION / Sionna Therapeutics, Inc. 1.22 -2.80 21.10 61.23 0.7822 0.3199
AXSM / Axsome Therapeutics, Inc. 0.20 -44.09 20.72 -49.96 0.7683 -0.6947
RGEN / Repligen Corporation 0.17 27.89 20.65 25.02 0.7655 0.1820
PODD / Insulet Corporation 0.06 -15.66 18.97 0.90 0.7034 0.0392
OM / Outset Medical, Inc. 0.83 0.00 16.01 73.70 0.5935 0.2679
ZYME / Zymeworks Inc. 1.28 -31.61 16.00 -27.94 0.5933 -0.1912
CTMX / CytomX Therapeutics, Inc. 6.99 326.19 15.88 52.84 0.5886 0.4538
ALDX / Aldeyra Therapeutics, Inc. 4.05 -56.32 15.52 -70.91 0.5753 -1.3089
CRL / Charles River Laboratories International, Inc. 0.10 15.17 0.5625 0.5625
CNTA / Centessa Pharmaceuticals plc - Depositary Receipt (Common Stock) 1.15 -62.28 15.07 -65.53 0.5587 -0.9858
INBX / Inhibrx Biosciences, Inc. 0.98 -8.10 13.95 -6.25 0.5173 -0.0085
ADGM / Adagio Medical Holdings, Inc. 9.88 0.65 12.84 62.56 0.4760 0.1970
NRIX / Nurix Therapeutics, Inc. 1.10 268.67 12.49 253.54 0.4632 0.3383
TVTX / Travere Therapeutics, Inc. 0.83 12.35 0.4577 0.4577
OBIO / Orchestra BioMed Holdings, Inc. 4.59 0.00 12.31 -37.38 0.4563 -0.2381
DRUG / Bright Minds Biosciences Inc. 0.42 -5.39 10.98 -31.51 0.4072 -0.1594
IKT / Inhibikase Therapeutics, Inc. 5.43 -8.32 10.59 -18.37 0.3927 -0.0657
VKTX / Viking Therapeutics, Inc. 0.38 -25.21 10.09 -17.93 0.3740 -0.0602
RARE / Ultragenyx Pharmaceutical Inc. 0.27 9.82 0.3640 0.3640
KYMR / Kymera Therapeutics, Inc. 0.21 9.17 0.3399 0.3399
NAUT / Nautilus Biotechnology, Inc. 12.59 0.00 9.13 -15.80 0.3385 -0.0446
PEN / Penumbra, Inc. 0.03 8.42 0.3120 0.3120
CBIO / Crescent Biopharma, Inc. 0.45 7.32 0.2715 0.2715
AQST / Aquestive Therapeutics, Inc. 2.19 -41.23 7.25 -32.92 0.2688 -0.1130
JANX / Janux Therapeutics, Inc. 0.29 -69.84 6.76 -74.20 0.2507 -0.6749
AVR / Anteris Technologies Global Corp. 1.71 -20.32 6.46 -17.04 0.2396 -0.0356
CAPR / Capricor Therapeutics, Inc. Put 0.65 6.45 0.2393 0.2393
XENE / Xenon Pharmaceuticals Inc. 0.20 -38.28 6.28 -42.42 0.2330 -0.1526
VRDN / Viridian Therapeutics, Inc. 0.45 -32.16 6.26 -29.64 0.2319 -0.0822
CRVS / Corvus Pharmaceuticals, Inc. 1.44 5.75 0.2133 0.2133
SEPN / Septerna, Inc. 0.54 5.72 0.2122 0.2122
GMED / Globus Medical, Inc. 0.09 5.22 0.1936 0.1936
NVNO / enVVeno Medical Corporation 1.28 5.13 0.1901 0.1901
HLXB / Helix Acquisition Corp. II 0.40 0.00 4.23 -6.03 0.1567 -0.0022
IRD / Opus Genetics, Inc. 4.33 0.00 4.07 -4.05 0.1511 0.0011
CTNM / Contineum Therapeutics, Inc. 0.70 -51.47 2.78 -72.40 0.1030 -0.2524
LYRA / Lyra Therapeutics, Inc. 0.26 2.29 0.0848 0.0848
SCPH / scPharmaceuticals Inc. 0.50 0.00 1.91 44.87 0.0706 0.0242
ATHA / Athira Pharma, Inc. 5.40 0.00 1.63 5.98 0.0605 0.0061
RAPT / RAPT Therapeutics, Inc. 0.18 1.47 0.0000
TRIB / Trinity Biotech plc - Depositary Receipt (Common Stock) 1.79 1.16 0.0431 0.0431
CAPR / Capricor Therapeutics, Inc. Call 0.10 0.99 0.0368 0.0368
FBRX / Forte Biosciences, Inc. 0.07 0.88 0.0327 0.0327
AVTX / Avalo Therapeutics, Inc. 0.14 -73.14 0.70 -83.29 0.0258 -0.1213
BDSX / Biodesix, Inc. 2.17 0.00 0.61 -54.86 0.0227 -0.0253
LXEO / Lexeo Therapeutics, Inc. 0.14 0.00 0.56 15.88 0.0208 0.0037
APYX / Apyx Medical Corporation 0.15 0.00 0.34 64.39 0.0125 0.0053
KALA / KALA BIO, Inc. 0.06 -80.11 0.26 -83.52 0.0097 -0.0464
ENSC / Ensysce Biosciences, Inc. 0.09 0.00 0.19 -12.67 0.0072 -0.0007
RVMDW / Revolution Medicines, Inc. - Equity Warrant 0.25 0.00 0.07 622.22 0.0024 0.0021
SRZNW / Surrozen, Inc. - Equity Warrant 0.17 0.00 0.00 -40.00 0.0001 -0.0001
MREO / Mereo BioPharma Group plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 -100.00 -0.0697
ITCI / Intra-Cellular Therapies, Inc. 0.00 -100.00 0.00 -100.00 -3.6646
DXCM / DexCom, Inc. 0.00 -100.00 0.00 -100.00 -0.4294
KMTS / Kestra Medical Technologies, Ltd. 0.00 -100.00 0.00 -100.00 -0.1761
CGEM / Cullinan Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.0214
NBTX / Nanobiotix S.A. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
OKUR / OnKure Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.1526
IOVA / Iovance Biotherapeutics, Inc. 0.00 -100.00 0.00 -100.00 -1.4954
EWTX / Edgewise Therapeutics, Inc. Call 0.00 -100.00 0.00 -100.00 -0.3886
TRAW / Traws Pharma, Inc. 0.00 -100.00 0.00 -100.00 -0.0343
CRGX / CARGO Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.3495
MDGL / Madrigal Pharmaceuticals, Inc. 0.00 -100.00 0.00 0.0000
RAPT / RAPT Therapeutics, Inc. 0.00 -100.00 0.00 0.0000
ACRV / Acrivon Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.3844
APLT / Applied Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.0149
LYRA / Lyra Therapeutics, Inc. 0.00 -100.00 0.00 0.0000
DCTH / Delcath Systems, Inc. 0.00 -100.00 0.00 -100.00 -0.2080
IRON / Disc Medicine, Inc. 0.00 -100.00 0.00 0.0000
PCVX / Vaxcyte, Inc. 0.00 -100.00 0.00 0.0000
EYPT / EyePoint Pharmaceuticals, Inc. 0.00 -100.00 0.00 0.0000
RCKT / Rocket Pharmaceuticals, Inc. 0.00 -100.00 0.00 0.0000
ARGX / argenx SE - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 -100.00 -1.2443
ADPT / Adaptive Biotechnologies Corporation 0.00 -100.00 0.00 -100.00 -0.2444
OCUL / Ocular Therapeutix, Inc. 0.00 -100.00 0.00 -100.00 -0.2371