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CIK: 0001224962
Total reported value
$6.7B
$6.7B
98 檔
18.1%
In Q4 2024, Perceptive Advisors LLC's U.S. equity holdings reached a combined market value of $6.7B, distributed across 98 disclosed stock positions.
In Q4 2024, Perceptive Advisors LLC adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 28 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 8.18% | — | -6.22% | |
| 2 | ACLXGBX | Arcellx Inc | Stock-Other | 7.35% | — | -10.54% | |
| 3 | AM6 | Amicus Therapeutics Inc | Stock-Other | 6.29% | — | -13.58% | |
| 4 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 5.68% | +0.28% | +3.38% | |
| 5 | NUVL | Nuvalent Inc-a | Stock-Other | 5.65% | -0.23% | -12.06% | |
| 6 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 4.51% | — | -16.93% | |
| 7 | PRAX | Praxis Precision Medicines I | Stock-Other | 3.88% | -2.59% | +57.19% | |
| 8 | PCVX | Vaxcyte Inc | Stock-Other | 3.88% | — | -15.25% | |
| 9 | ITCIEUR | Intra-cellular Therapies Inc | Stock-Other | 2.97% | — | -20.58% | |
| 10 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 2.93% | -4.08% | EXIT | |
| 11 | AORT | Artivion Inc | Stock-Other | 2.20% | -0.58% | — | |
| 12 | MGTX | MeiraGTx Holdings plc | Stock-Other | 2.11% | +0.44% | — | |
| 13 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.98% | -0.05% | +15.24% | |
| 14 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 1.86% | — | -53.17% | |
| 15 | ✓ | Immatics NV | Stock-Other | 1.84% | -0.42% | +16.04% | |
| 16 | PODD | Insulet CORP | Stock-Healthcare | 1.67% | — | +63.26% | |
| 17 | SYRE | Spyre Therapeutics Inc | Stock-Other | 1.65% | +2.03% | -10.37% | |
| 18 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 1.60% | — | — | |
| 19 | EOLS | Evolus Inc | Stock-Other | 1.57% | +0.16% | -3.93% | |
| 20 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.55% | -0.06% | -15.17% | |
| 21 | CRGX | Cargo Therapeutics Inc | Stock-Other | 1.46% | — | — | |
| 22 | IMVT | Immunovant Inc | Stock-Other | 1.46% | +0.01% | -10.07% | |
| 23 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.35% | -0.73% | -7.49% | |
| 24 | APGE | Apogee Therapeutics Inc | Stock-Other | 1.31% | +0.08% | -48.03% | |
| 25 | ALDX | Aldeyra Therapeutics Inc | Stock-Other | 1.28% | — | — | |
| 26 | JANX | Janux Therapeutics Inc | Stock-Other | 1.21% | — | — | |
| 27 | ARGX | Argenx Se - Adr | Stock-Healthcare | 1.14% | — | -43.22% | |
| 28 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 1.10% | — | -41.42% | |
| 29 | AKRO | Akero Therapeutics Inc | Stock-Other | 0.91% | — | -30.86% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.91% | -0.46% | +8.60% | |
| 31 | ACRV | Acrivon Therapeutics Inc | Stock-Other | 0.89% | — | — | |
| 32 | ZYME | Zymeworks Inc | Stock-Other | 0.86% | -0.08% | -2.29% | |
| 33 | CELC | Celcuity Inc | Stock-Other | 0.85% | -1.95% | — | |
| 34 | VRDN | Viridian Therapeutics Inc | Stock-Other | 0.79% | -0.29% | -47.15% | |
| 35 | SLDB | Solid Biosciences Inc | Stock-Other | 0.76% | +0.11% | — | |
| 36 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.71% | — | +218.70% | |
| 37 | PRCT | Procept Biorobotics CORP | Stock-Other | 0.64% | — | -7.92% | |
| 38 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.58% | -0.62% | — | |
| 39 | CTNM | Contineum Therapeutics Inc-a | Stock-Other | 0.58% | -0.01% | -4.97% | |
| 40 | NTRA | Natera Inc | Stock-Healthcare | 0.55% | +0.14% | NEW | |
| 41 | IKT | Inhibikase Therapeutics Inc | Stock-Other | 0.53% | -0.08% | EXIT | |
| 42 | OBIO | Orchestra Biomed Holdings In | Stock-Other | 0.51% | -0.09% | — | |
| 43 | PEN | Penumbra Inc | Stock-Healthcare | 0.48% | — | — | |
| 44 | SEPN | Septerna Inc | Stock-Other | 0.47% | — | — | |
| 45 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.45% | +0.58% | -31.54% | |
| 46 | INBX | Inhibrx Biosciences Inc | Stock-Other | 0.45% | -0.05% | — | |
| 47 | ADMA | Adma Biologics Inc | Stock-Healthcare | 0.42% | -0.07% | -16.03% | |
| 48 | DRUG | Bright Minds Biosciences Inc | Stock-Other | 0.40% | -0.54% | EXIT | |
| 49 | ARVN | Arvinas Inc | Stock-Other | 0.39% | — | -27.93% | |
| 50 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.38% | -0.17% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRNA | Verona Pharma PLC - Adr | +4% | -6.22% | Trim |
| 2 | PRAX | Praxis Precision Medicines I | +2.5% | +57.19% | Add |
| 3 | RYTM | Rhythm Pharmaceuticals Inc | +1.7% | +3.38% | Add |
| 4 | JANX | Janux Therapeutics Inc | +1.2% | NEW | New buy |
| 5 | MGTX | MeiraGTx Holdings plc | +1% | — | Unchanged |
| 6 | PODD | Insulet CORP | +1% | +63.26% | Add |
| 7 | 260 | Centessa Pharmaceuticals-adr | +0.8% | +1.07% | Add |
| 8 | EWTX | Edgewise Therapeutics Inc | +0.7% | +15.24% | Add |
| 9 | AORT | Artivion Inc | +0.6% | — | Unchanged |
| 10 | AMLX | Amylyx Pharmaceuticals Inc | +0.6% | +218.70% | Add |
| 11 | IKT | Inhibikase Therapeutics Inc | +0.5% | NEW | New buy |
| 12 | ACLXGBX | Arcellx Inc | +0.5% | -10.54% | Trim |
| 13 | PEN | Penumbra Inc | +0.5% | NEW | New buy |
| 14 | SEPN | Septerna Inc | +0.5% | NEW | New buy |
| 15 | ITCIEUR | Intra-cellular Therapies Inc | +0.5% | -20.58% | Trim |
| 16 | DRUG | Bright Minds Biosciences Inc | +0.4% | NEW | New buy |
| 17 | AVR | Anteris Technologies Global | +0.3% | NEW | New buy |
| 18 | ISRG | Intuitive Surgical Inc | +0.3% | +8.60% | Add |
| 19 | EW | Edwards Lifesciences CORP | +0.3% | NEW | New buy |
| 20 | ZYME | Zymeworks Inc | +0.3% | -2.29% | Trim |
| 21 | ✓ | Rapt Therapeutics Inc | +0.3% | NEW | New buy |
| 22 | NARIUSD | Inari Medical Inc | +0.3% | NEW | New buy |
| 23 | OKUR | Onkure Therapeutics Inc-a | +0.2% | NEW | New buy |
| 24 | ALDX | Aldeyra Therapeutics Inc | +0.2% | — | Unchanged |
| 25 | NRIX | Nurix Therapeutics Inc | +0.2% | NEW | New buy |
| 26 | EYPT | Eyepoint Inc | +0.1% | +48.20% | Add |
| 27 | CBLL | Ceribell Inc | +0.1% | NEW | New buy |
| 28 | IRTC | Irhythm Holdings Inc | +0.1% | +188.40% | Add |
| 29 | ACRV | Acrivon Therapeutics Inc | +0.1% | — | Unchanged |
| 30 | CELC | Celcuity Inc | +0.1% | — | Unchanged |
| 31 | CATX | Perspective Therapeutics Inc | +0.1% | NEW | New buy |
| 32 | LCTX | Lineage Cell Therapeutics In | +0.1% | NEW | New buy |
| 33 | PRCT | Procept Biorobotics CORP | +0.1% | -7.92% | Trim |
| 34 | INBX | Inhibrx Biosciences Inc | +0.1% | — | Unchanged |
| 35 | CATBUSD | Astria Therapeutics Inc | +0.1% | — | Unchanged |
| 36 | IBRX | Immunitybio Inc | +0.1% | NEW | New buy |
| 37 | AXSM | Axsome Therapeutics Inc | +0.1% | -15.17% | Trim |
| 38 | SCPH | Scpharmaceuticals Inc | +0.1% | NEW | New buy |
| 39 | FBRX | Forte Biosciences Inc | +0.1% | — | Unchanged |
| 40 | PTGX | Protagonist Therapeutics Inc | 0% | -7.49% | Trim |
| 41 | TRAW | Traws Pharma Inc | 0% | NEW | New buy |
| 42 | ✓ | Athira Pharma Inc | 0% | — | Unchanged |
| 43 | IMVT | Immunovant Inc | 0% | -10.07% | Trim |
| 44 | ✓ | Merus N V | 0% | — | Unchanged |
| 45 | MREO | Mereo Biopharma Group Pl-adr | 0% | +33.07% | Add |
| 46 | ✓ | Helix Acquisition CORP Ii | 0% | — | Unchanged |
| 47 | CRGX | Cargo Therapeutics Inc | 0% | — | Unchanged |
| 48 | ENSC | Ensysce Biosciences Inc | 0% | NEW | New buy |
| 49 | DCTH | Delcath Systems Inc | 0% | NEW | New buy |
| 50 | OBIO | Orchestra Biomed Holdings In | 0% | — | Unchanged |
According to official SEC Form 13F filings, Perceptive Advisors LLC reported a total U.S. public equity portfolio value of $6.7B across 98 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VRNA, ACLXGBX, AM6) accounted for 18.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
JANX
市值: $43.8M
Top Position Liquidated / Trimmed
BHVN
前期市值: $74.2M
During Q4 2024, Perceptive Advisors LLC's top holdings by market value included VRNA (8.2%)、ACLXGBX (7.3%)、AM6 (6.3%). The largest single position, VRNA, represented 8.2% of total portfolio value.
In Q4 2024, Perceptive Advisors LLC made 104 total portfolio adjustments, initiating 20 new buys, adding to 11 positions, trimming 45 holdings, and fully liquidating 28 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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