13F holdings · Q2 2026
What is Perceptive Advisors buying?
Perceptive Advisors's 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: its largest reported positions and every significant change since Q1 2026.
Reported holdings$6.44B
QuarterQ2 2026
New positions12
Exits and cuts0
Biggest moves in Q2 2026
-
ASND · New position: 1.16M sh (~$310.4M, 4.8% of book)
-
KARD · New position: 8.20M sh (~$195.6M, 3.0% of book)
-
AVLN · New position: 2.68M sh (~$88.1M, 1.4% of book)
-
BIIB · New position: 276.2K sh (~$59.7M, 0.9% of book)
-
UNH · New position: 116.8K sh (~$48.5M, 0.8% of book)
-
DHR · New position: 130.0K sh (~$24.8M, 0.4% of book)
-
CAPR · New position: 1.00M sh (~$24.1M, 0.4% of book) via calls
-
ANL · New position: 1.79M sh (~$20.6M, 0.3% of book)
-
NVCT · New position: 1.00M sh (~$18.4M, 0.3% of book)
-
MIRM · New position: 115.4K sh (~$13.5M, 0.2% of book)
-
OSCR · New position: 400.0K sh (~$11.4M, 0.2% of book)
-
SPTX · New position: 500.0K sh (~$10.9M, 0.2% of book)
Top holdings
| Holding | Value | % of portfolio | Change in shares |
|---|---|---|---|
| PRAXPraxis Precision Medicines, Inc. | $681.6M | 10.6% | +0% |
| SYRESpyre Therapeutics, Inc. | $383.5M | 6.0% | +14% |
| CELCCelcuity Inc. | $334.5M | 5.2% | +2% |
| ASNDAscendis Pharma A/S | $310.4M | 4.8% | New |
| RYTMRhythm Pharmaceuticals, Inc. | $287.2M | 4.5% | +9% |
| ROIVRoivant Sciences Ltd. | $286.1M | 4.4% | -2% |
| RLAYRelay Therapeutics, Inc. | $263.9M | 4.1% | +45% |
| TVTXTravere Therapeutics, Inc. | $213.2M | 3.3% | -9% |
| KARDKardigan, Inc. | $195.6M | 3.0% | New |
| Nuvalent Inc. | $195.2M | 3.0% | +0% |
| EWTXEdgewise Therapeutics, Inc. | $177.7M | 2.8% | -1% |
| Apogee Therapeutics Inc. | $173.6M | 2.7% | -15% |
| AMLXAmylyx Pharmaceuticals, Inc. | $149.7M | 2.3% | +1% |
| MGTXMeiraGTx Holdings plc | $145.7M | 2.3% | +4% |
| ORKAOruka Therapeutics, Inc. | $128.0M | 2.0% | -4% |
| INBXInhibrx Biosciences, Inc. | $123.0M | 1.9% | -10% |
| PTGXProtagonist Therapeutics, Inc | $120.4M | 1.9% | -20% |
| SLDBSolid Biosciences Inc. | $118.9M | 1.8% | +0% |
| ZYMEZymeworks Inc. | $109.3M | 1.7% | +19% |
| TNGXTango Therapeutics, Inc. | $105.6M | 1.6% | +318% |
From PERCEPTIVE ADVISORS LLC's Form 13F-HR. 13Fs list long US-listed positions at quarter end and are filed up to 45 days later; they don't show shorts, most hedges or trades made since. View the filing on SEC EDGAR ↗