Filed: 5/15/2026ACC: 0001012975-26-000443
📋 What this filing means
PERCEPTIVE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $5.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$5.11B
Total AUM (reported)
246.82M
Total Shares
Allocation by class
COM$2.84B55.7%
COM NEW$1.13B22.0%
SPONSORED ADR$350.28M6.9%
SHS$333.76M6.5%
SPONSORED ADS$296.18M5.8%
COM SHS$73.31M1.4%
SHS USD$32.14M0.6%
Portfolio Concentration
Top 3$1.36B26.7%
4–10$1.27B24.8%
11–25$1.32B25.8%
Rest$1.16B22.7%
Top 3 weight
26.7%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 246.82M
Sole
Full voting authority
246.82M
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)
Sole94
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings94
Rows:
PRAXIS PRECISION MEDICINES I
SOLEShares2.04M
TypeSH
Market value$655.97M
12.83%
Sole
2.04M
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares3.13M
TypeSH
Market value$356.94M
6.98%
Sole
3.13M
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares1.53M
TypeSH
Market value$350.28M
6.85%
Sole
1.53M
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares8.29M
TypeSH
Market value$229.51M
4.49%
Sole
8.29M
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares5.26M
TypeSH
Market value$208.88M
4.09%
Sole
5.26M
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares2.37M
TypeSH
Market value$206.45M
4.04%
Sole
2.37M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares3.78M
TypeSH
Market value$190.83M
3.73%
Sole
3.78M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares1.58M
TypeSH
Market value$161.92M
3.17%
Sole
1.58M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares4.42M
TypeSH
Market value$139.36M
2.73%
Sole
4.42M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares1.23M
TypeSH
Market value$129.73M
2.54%
Sole
1.23M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares1.54M
TypeSH
Market value$129.65M
2.54%
Sole
1.54M
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares4.14M
TypeSH
Market value$123.08M
2.41%
Sole
4.14M
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares8.28M
TypeSH
Market value$115.16M
2.25%
Sole
8.28M
Shared
0.00
None
0.00
IMMATICS N.V
SOLEShares10.38M
TypeSH
Market value$102.17M
2.00%
Sole
10.38M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares9.75M
TypeSH
Market value$97.02M
1.90%
Sole
9.75M
Shared
0.00
None
0.00
INHIBRX BIOSCIENCES INC
SOLEShares1.44M
TypeSH
Market value$96.99M
1.90%
Sole
1.44M
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
SOLEShares10.33M
TypeSH
Market value$89.31M
1.75%
Sole
10.33M
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares3.51M
TypeSH
Market value$87.89M
1.72%
Sole
3.51M
Shared
0.00
None
0.00
SOLID BIOSCIENCES INC
SOLEShares11.91M
TypeSH
Market value$85.73M
1.68%
Sole
11.91M
Shared
0.00
None
0.00
DYNE THERAPEUTICS INC
SOLEShares4.67M
TypeSH
Market value$84.65M
1.66%
Sole
4.67M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares7.43M
TypeSH
Market value$70.77M
1.38%
Sole
7.43M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares1.40M
TypeSH
Market value$68.45M
1.34%
Sole
1.40M
Shared
0.00
None
0.00
ARTIVION INC
SOLEShares1.64M
TypeSH
Market value$59.96M
1.17%
Sole
1.64M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares3.71M
TypeSH
Market value$57.52M
1.13%
Sole
3.71M
Shared
0.00
None
0.00
MODERNA INC
SOLEShares1M
TypeSH
Market value$50.80M
0.99%
Sole
1M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 2.04M | SH | $655.97M 12.83% | 2.04M | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 3.13M | SH | $356.94M 6.98% | 3.13M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 1.53M | SH | $350.28M 6.85% | 1.53M | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 8.29M | SH | $229.51M 4.49% | 8.29M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 5.26M | SH | $208.88M 4.09% | 5.26M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 2.37M | SH | $206.45M 4.04% | 2.37M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 3.78M | SH | $190.83M 3.73% | 3.78M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 1.58M | SH | $161.92M 3.17% | 1.58M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 4.42M | SH | $139.36M 2.73% | 4.42M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 1.23M | SH | $129.73M 2.54% | 1.23M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 1.54M | SH | $129.65M 2.54% | 1.54M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 4.14M | SH | $123.08M 2.41% | 4.14M | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 8.28M | SH | $115.16M 2.25% | 8.28M | 0.00 | 0.00 |
IMMATICS N.VSOLE | SHS | 10.38M | SH | $102.17M 2.00% | 10.38M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 9.75M | SH | $97.02M 1.90% | 9.75M | 0.00 | 0.00 |
INHIBRX BIOSCIENCES INCSOLE | COM | 1.44M | SH | $96.99M 1.90% | 1.44M | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCSOLE | COM | 10.33M | SH | $89.31M 1.75% | 10.33M | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 3.51M | SH | $87.89M 1.72% | 3.51M | 0.00 | 0.00 |
SOLID BIOSCIENCES INCSOLE | COM NEW | 11.91M | SH | $85.73M 1.68% | 11.91M | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 4.67M | SH | $84.65M 1.66% | 4.67M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 7.43M | SH | $70.77M 1.38% | 7.43M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 1.40M | SH | $68.45M 1.34% | 1.40M | 0.00 | 0.00 |
ARTIVION INCSOLE | COM | 1.64M | SH | $59.96M 1.17% | 1.64M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 3.71M | SH | $57.52M 1.13% | 3.71M | 0.00 | 0.00 |
MODERNA INCSOLE | COM | 1M | SH | $50.80M 0.99% | 1M | 0.00 | 0.00 |
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