Filed: 8/14/2025ACC: 0001012975-25-000446
📋 What this filing means
PERCEPTIVE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $2.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$2.70B
Total AUM (reported)
181.20M
Total Shares
Allocation by class
COM$1.44B53.6%
SPONSORED ADS$535.98M19.9%
COM NEW$195.08M7.2%
SPONSORED ADR$166.37M6.2%
COMMON STOCK$163.18M6.0%
SHS$88.03M3.3%
COM PAR $.01$65.44M2.4%
Portfolio Concentration
Top 3$850.45M31.5%
4–10$612.51M22.7%
11–25$619.83M23.0%
Rest$614.57M22.8%
Top 3 weight
31.5%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 181.20M
Sole
Full voting authority
181.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:
VERONA PHARMA PLC
SOLEShares5.51M
TypeSH
Market value$520.91M
19.31%
Sole
5.51M
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares963.89K
TypeSH
Market value$166.37M
6.17%
Sole
963.89K
Shared
0.00
None
0.00
ARCELLX INC
SOLEShares2.48M
TypeSH
Market value$163.18M
6.05%
Sole
2.48M
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares2.42M
TypeSH
Market value$152.81M
5.67%
Sole
2.42M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares1.38M
TypeSH
Market value$104.93M
3.89%
Sole
1.38M
Shared
0.00
None
0.00
ARTIVION INC
SOLEShares2.79M
TypeSH
Market value$86.88M
3.22%
Sole
2.79M
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
SOLEShares12.63M
TypeSH
Market value$82.23M
3.05%
Sole
12.63M
Shared
0.00
None
0.00
INSMED INC
SOLEShares650.25K
TypeSH
Market value$65.44M
2.43%
Sole
650.25K
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares4.64M
TypeSH
Market value$60.83M
2.26%
Sole
4.64M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares1.07M
TypeSH
Market value$59.38M
2.20%
Sole
1.07M
Shared
0.00
None
0.00
SOLID BIOSCIENCES INC
SOLEShares11.91M
TypeSH
Market value$57.99M
2.15%
Sole
11.91M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares1.18M
TypeSH
Market value$51.34M
1.90%
Sole
1.18M
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares7.90M
TypeSH
Market value$50.65M
1.88%
Sole
7.90M
Shared
0.00
None
0.00
IMMATICS N.V
SOLEShares9.38M
TypeSH
Market value$50.48M
1.87%
Sole
9.38M
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares915.89K
TypeSH
Market value$48.87M
1.81%
Sole
915.89K
Shared
0.00
None
0.00
OMADA HEALTH INC
SOLEShares2.43M
TypeSH
Market value$44.40M
1.65%
Sole
2.43M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares7.41M
TypeSH
Market value$42.48M
1.57%
Sole
7.41M
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares3.33M
TypeSH
Market value$37.55M
1.39%
Sole
3.33M
Shared
0.00
None
0.00
MERUS N V
SOLEShares708.18K
TypeSH
Market value$37.25M
1.38%
Sole
708.18K
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares430.44K
TypeSH
Market value$36.06M
1.34%
Sole
430.44K
Shared
0.00
None
0.00
ASTRIA THERAPEUTICS INC
SOLEShares6.49M
TypeSH
Market value$34.76M
1.29%
Sole
6.49M
Shared
0.00
None
0.00
IMMUNOVANT INC
SOLEShares2.14M
TypeSH
Market value$34.21M
1.27%
Sole
2.14M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares255.05K
TypeSH
Market value$32.06M
1.19%
Sole
255.05K
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares752.92K
TypeSH
Market value$31.66M
1.17%
Sole
752.92K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares280K
TypeSH
Market value$30.07M
1.11%
Sole
280K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERONA PHARMA PLCSOLE | SPONSORED ADS | 5.51M | SH | $520.91M 19.31% | 5.51M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 963.89K | SH | $166.37M 6.17% | 963.89K | 0.00 | 0.00 |
ARCELLX INCSOLE | COMMON STOCK | 2.48M | SH | $163.18M 6.05% | 2.48M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 2.42M | SH | $152.81M 5.67% | 2.42M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 1.38M | SH | $104.93M 3.89% | 1.38M | 0.00 | 0.00 |
ARTIVION INCSOLE | COM | 2.79M | SH | $86.88M 3.22% | 2.79M | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCSOLE | COM | 12.63M | SH | $82.23M 3.05% | 12.63M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 650.25K | SH | $65.44M 2.43% | 650.25K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 4.64M | SH | $60.83M 2.26% | 4.64M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 1.07M | SH | $59.38M 2.20% | 1.07M | 0.00 | 0.00 |
SOLID BIOSCIENCES INCSOLE | COM NEW | 11.91M | SH | $57.99M 2.15% | 11.91M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 1.18M | SH | $51.34M 1.90% | 1.18M | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 7.90M | SH | $50.65M 1.88% | 7.90M | 0.00 | 0.00 |
IMMATICS N.VSOLE | SHS | 9.38M | SH | $50.48M 1.87% | 9.38M | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 915.89K | SH | $48.87M 1.81% | 915.89K | 0.00 | 0.00 |
OMADA HEALTH INCSOLE | COM | 2.43M | SH | $44.40M 1.65% | 2.43M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 7.41M | SH | $42.48M 1.57% | 7.41M | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 3.33M | SH | $37.55M 1.39% | 3.33M | 0.00 | 0.00 |
MERUS N VSOLE | COM | 708.18K | SH | $37.25M 1.38% | 708.18K | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 430.44K | SH | $36.06M 1.34% | 430.44K | 0.00 | 0.00 |
ASTRIA THERAPEUTICS INCSOLE | COM | 6.49M | SH | $34.76M 1.29% | 6.49M | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 2.14M | SH | $34.21M 1.27% | 2.14M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 255.05K | SH | $32.06M 1.19% | 255.05K | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 752.92K | SH | $31.66M 1.17% | 752.92K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 280K | SH | $30.07M 1.11% | 280K | 0.00 | 0.00 |
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