Filed: 8/14/2026ACC: 0001012975-26-000777
📋 What this filing means
PERCEPTIVE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $6.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$6.66B
Total AUM (reported)
270.84M
Total Shares
Allocation by class
COM$4.07B61.1%
COM NEW$1.44B21.6%
SHS$400.95M6.0%
ORD SHS$310.39M4.7%
COM SHS$173.88M2.6%
SPONSORED ADS$65.39M1.0%
ST STR SP BIOT$47.48M0.7%
Portfolio Concentration
Top 3$1.40B21.0%
4–10$1.75B26.3%
11–25$1.85B27.8%
Rest$1.66B24.9%
Top 3 weight
21.0%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 270.84M
Sole
Full voting authority
270.84M
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)
Sole108
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings108
Rows:
PRAXIS PRECISION MEDICINES I
SOLEShares2.04M
TypeSH
Market value$681.63M
10.23%
Sole
2.04M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares4.32M
TypeSH
Market value$383.48M
5.76%
Sole
4.32M
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares3.20M
TypeSH
Market value$334.49M
5.02%
Sole
3.20M
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares1.16M
TypeSH
Market value$310.39M
4.66%
Sole
1.16M
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares2.59M
TypeSH
Market value$287.16M
4.31%
Sole
2.59M
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares8.09M
TypeSH
Market value$286.14M
4.30%
Sole
8.09M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares14.11M
TypeSH
Market value$263.93M
3.96%
Sole
14.11M
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares3.75M
TypeSH
Market value$213.18M
3.20%
Sole
3.75M
Shared
0.00
None
0.00
KARDIGAN INC
SOLEShares8.20M
TypeSH
Market value$195.59M
2.94%
Sole
8.20M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares1.58M
TypeSH
Market value$195.19M
2.93%
Sole
1.58M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares4.37M
TypeSH
Market value$177.71M
2.67%
Sole
4.37M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares1.31M
TypeSH
Market value$173.63M
2.61%
Sole
1.31M
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares8.33M
TypeSH
Market value$149.69M
2.25%
Sole
8.33M
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
SOLEShares10.79M
TypeSH
Market value$145.73M
2.19%
Sole
10.79M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares1.35M
TypeSH
Market value$128.01M
1.92%
Sole
1.35M
Shared
0.00
None
0.00
INHIBRX BIOSCIENCES INC
SOLEShares1.30M
TypeSH
Market value$122.96M
1.85%
Sole
1.30M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares981.88K
TypeSH
Market value$120.36M
1.81%
Sole
981.88K
Shared
0.00
None
0.00
SOLID BIOSCIENCES INC
SOLEShares11.91M
TypeSH
Market value$118.95M
1.79%
Sole
11.91M
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares4.18M
TypeSH
Market value$109.34M
1.64%
Sole
4.18M
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares3.38M
TypeSH
Market value$105.57M
1.58%
Sole
3.38M
Shared
0.00
None
0.00
IMMATICS N.V
SOLEShares10.38M
TypeSH
Market value$105.18M
1.58%
Sole
10.38M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares4.32M
TypeSH
Market value$104.81M
1.57%
Sole
4.32M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares10.31M
TypeSH
Market value$103.09M
1.55%
Sole
10.31M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares527.60K
TypeSH
Market value$98.81M
1.48%
Sole
527.60K
Shared
0.00
None
0.00
AVALYN PHARMACEUTICALS INC
SOLEShares2.68M
TypeSH
Market value$88.07M
1.32%
Sole
2.68M
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 | $681.63M 10.23% | 2.04M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 4.32M | SH | $383.48M 5.76% | 4.32M | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 3.20M | SH | $334.49M 5.02% | 3.20M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | ORD SHS | 1.16M | SH | $310.39M 4.66% | 1.16M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 2.59M | SH | $287.16M 4.31% | 2.59M | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 8.09M | SH | $286.14M 4.30% | 8.09M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 14.11M | SH | $263.93M 3.96% | 14.11M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 3.75M | SH | $213.18M 3.20% | 3.75M | 0.00 | 0.00 |
KARDIGAN INCSOLE | COM | 8.20M | SH | $195.59M 2.94% | 8.20M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 1.58M | SH | $195.19M 2.93% | 1.58M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 4.37M | SH | $177.71M 2.67% | 4.37M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 1.31M | SH | $173.63M 2.61% | 1.31M | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 8.33M | SH | $149.69M 2.25% | 8.33M | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCSOLE | COM | 10.79M | SH | $145.73M 2.19% | 10.79M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 1.35M | SH | $128.01M 1.92% | 1.35M | 0.00 | 0.00 |
INHIBRX BIOSCIENCES INCSOLE | COM | 1.30M | SH | $122.96M 1.85% | 1.30M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 981.88K | SH | $120.36M 1.81% | 981.88K | 0.00 | 0.00 |
SOLID BIOSCIENCES INCSOLE | COM NEW | 11.91M | SH | $118.95M 1.79% | 11.91M | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 4.18M | SH | $109.34M 1.64% | 4.18M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 3.38M | SH | $105.57M 1.58% | 3.38M | 0.00 | 0.00 |
IMMATICS N.VSOLE | SHS | 10.38M | SH | $105.18M 1.58% | 10.38M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 4.32M | SH | $104.81M 1.57% | 4.32M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 10.31M | SH | $103.09M 1.55% | 10.31M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 527.60K | SH | $98.81M 1.48% | 527.60K | 0.00 | 0.00 |
AVALYN PHARMACEUTICALS INCSOLE | COM SHS | 2.68M | SH | $88.07M 1.32% | 2.68M | 0.00 | 0.00 |
Page 1 of 5
…