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CIK: 0001224962
Total reported value
$6.7B
$6.7B
92 檔
14.8%
During the Q3 2025 filing period, Perceptive Advisors LLC (CIK: 0001224962) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.7B across 92 reported positions.
Perceptive Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 36 new positions while fully exiting 30 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 8.33% | +0.28% | +17230.57% | |
| 2 | ASND | Ascendis Pharma A/S | Stock-Other | 6.25% | -6.84% | EXIT | |
| 3 | ACLXGBX | Arcellx Inc | Stock-Other | 5.85% | — | -0.39% | |
| 4 | CELC | Celcuity Inc | Stock-Other | 4.22% | -1.95% | +81.01% | |
| 5 | NUVL | Nuvalent Inc-a | Stock-Other | 3.90% | -0.23% | +13.61% | |
| 6 | ✓ | Merus N V | Stock-Other | 3.68% | — | +91.07% | |
| 7 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 3.51% | — | +13.29% | |
| 8 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 3.22% | -0.18% | +121.18% | |
| 9 | MGTX | MeiraGTx Holdings plc | Stock-Other | 3.00% | +0.44% | — | |
| 10 | INSM | Insmed Inc | Stock-Healthcare | 2.92% | — | +7.98% | |
| 11 | TVTX | Travere Therapeutics Inc | Stock-Other | 2.62% | +0.80% | +354.85% | |
| 12 | AORT | Artivion Inc | Stock-Other | 2.47% | -0.58% | -27.69% | |
| 13 | PRAX | Praxis Precision Medicines I | Stock-Other | 2.39% | -2.59% | +107.80% | |
| 14 | ✓ | Immatics NV | Stock-Other | 2.31% | -0.42% | — | |
| 15 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 2.17% | -4.08% | EXIT | |
| 16 | SLDB | Solid Biosciences Inc | Stock-Other | 2.11% | +0.11% | -0.61% | |
| 17 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.98% | -0.73% | -4.12% | |
| 18 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 1.82% | -0.17% | EXIT | |
| 19 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.78% | -0.05% | -18.19% | |
| 20 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 1.61% | — | -90.48% | |
| 21 | PEN | Penumbra Inc | Stock-Healthcare | 1.61% | — | +572.46% | |
| 22 | AKRO | Akero Therapeutics Inc | Stock-Other | 1.56% | — | +24.01% | |
| 23 | APGE | Apogee Therapeutics Inc | Stock-Other | 1.55% | +0.08% | +14.37% | |
| 24 | OMDA | Omada Health Inc | Stock-Other | 1.53% | +0.07% | -1.24% | |
| 25 | AM6 | Amicus Therapeutics Inc | Stock-Other | 1.45% | — | -14.06% | |
| 26 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 1.36% | — | — | |
| 27 | INBX | Inhibrx Biosciences Inc | Stock-Other | 1.29% | -0.05% | +35.77% | |
| 28 | RGEN | Repligen CORP | Stock-Healthcare | 1.04% | -0.14% | +62.91% | |
| 29 | ZYME | Zymeworks Inc | Stock-Other | 1.03% | -0.08% | +63.94% | |
| 30 | SION | Sionna Therapeutics Inc | Stock-Other | 1.00% | +0.08% | -3.04% | |
| 31 | CAI | Caris Life Sciences Inc | Stock-Other | 0.96% | — | — | |
| 32 | ABVX | Abivax Sa-adr | Stock-Other | 0.95% | -0.57% | — | |
| 33 | VRDN | Viridian Therapeutics Inc | Stock-Other | 0.91% | -0.29% | +226.79% | |
| 34 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.89% | -0.34% | +38.41% | |
| 35 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.87% | +0.16% | NEW | |
| 36 | ALDX | Aldeyra Therapeutics Inc | Stock-Other | 0.79% | — | +28.89% | |
| 37 | DRUG | Bright Minds Biosciences Inc | Stock-Other | 0.79% | -0.54% | EXIT | |
| 38 | IMVT | Immunovant Inc | Stock-Other | 0.74% | +0.01% | -25.73% | |
| 39 | EXK | Exact Sciences CORP | Stock-Materials | 0.74% | — | — | |
| 40 | PVLA | Palvella Therapeutics Inc | Stock-Other | 0.72% | — | — | |
| 41 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.70% | +0.58% | — | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.67% | -0.46% | +15.51% | |
| 43 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 0.61% | +0.16% | — | |
| 44 | AQST | Aquestive Therapeutics Inc | Stock-Other | 0.61% | — | +71.66% | |
| 45 | SYRE | Spyre Therapeutics Inc | Stock-Other | 0.60% | +2.03% | -19.61% | |
| 46 | ADGM | Adagio Medical Holdings Inc | Stock-Other | 0.55% | -0.12% | — | |
| 47 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 0.52% | -0.06% | -25.00% | |
| 48 | ADMA | Adma Biologics Inc | Stock-Healthcare | 0.49% | -0.07% | -11.51% | |
| 49 | ✓ | Engene Holdings Inc | Stock-Other | 0.41% | -0.78% | EXIT | |
| 50 | OBIO | Orchestra Biomed Holdings In | Stock-Other | 0.38% | -0.09% | +15.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RYTM | Rhythm Pharmaceuticals Inc | +3.6% | +17230.57% | Add |
| 2 | CELC | Celcuity Inc | +3.4% | +81.01% | Add |
| 3 | ✓ | Merus N V | +2.7% | +91.07% | Add |
| 4 | AMLX | Amylyx Pharmaceuticals Inc | +2.5% | +13.29% | Add |
| 5 | INSM | Insmed Inc | +1.6% | +7.98% | Add |
| 6 | NBIX | Neurocrine Biosciences Inc | +1.4% | +76.46% | Add |
| 7 | PRAX | Praxis Precision Medicines I | +1.1% | +107.80% | Add |
| 8 | ✓ | Immatics NV | +0.8% | — | Unchanged |
| 9 | INBX | Inhibrx Biosciences Inc | +0.8% | +35.77% | Add |
| 10 | 260 | Centessa Pharmaceuticals-adr | +0.6% | +170.36% | Add |
| 11 | VRDN | Viridian Therapeutics Inc | +0.6% | +226.79% | Add |
| 12 | SLDB | Solid Biosciences Inc | +0.6% | -0.61% | Trim |
| 13 | SION | Sionna Therapeutics Inc | +0.5% | -3.04% | Trim |
| 14 | RGEN | Repligen CORP | +0.5% | +62.91% | Add |
| 15 | AKRO | Akero Therapeutics Inc | +0.4% | +24.01% | Add |
| 16 | BSX | Boston Scientific CORP | +0.4% | +10.71% | Add |
| 17 | ADGM | Adagio Medical Holdings Inc | +0.3% | — | Add |
| 18 | NRIX | Nurix Therapeutics Inc | +0.3% | +29.09% | Add |
| 19 | ZYME | Zymeworks Inc | +0.3% | +63.94% | Add |
| 20 | AQST | Aquestive Therapeutics Inc | +0.2% | +71.66% | Add |
| 21 | DRUG | Bright Minds Biosciences Inc | +0.2% | +6.80% | Add |
| 22 | CATBUSD | Astria Therapeutics Inc | +0.1% | — | Unchanged |
| 23 | PTGX | Protagonist Therapeutics Inc | +0.1% | -4.12% | Trim |
| 24 | APGE | Apogee Therapeutics Inc | +0.1% | +14.37% | Add |
| 25 | IRD | Opus Genetics Inc | +0.1% | — | Unchanged |
| 26 | AORT | Artivion Inc | +0.1% | -27.69% | Trim |
| 27 | SCPH | Scpharmaceuticals Inc | +0.1% | +16.63% | Add |
| 28 | OM | Outset Medical Inc | 0% | — | Unchanged |
| 29 | LXEO | Lexeo Therapeutics Inc | 0% | — | Unchanged |
| 30 | MGTX | MeiraGTx Holdings plc | — | — | Add |
| 31 | APYX | Apyx Medical CORP | — | — | Unchanged |
| 32 | RVMDW | Revolution Medicines Inc-28 | — | — | Unchanged |
| 33 | ENSC | Ensysce Biosciences Inc | — | — | Unchanged |
| 34 | SRZNW | Surrozen Inc-cw25 | — | — | Unchanged |
| 35 | ISRG | Intuitive Surgical Inc | 0% | +15.51% | Add |
| 36 | AVR | Anteris Technologies Global | -0.1% | — | Trim |
| 37 | NAUT | Nautilus Biotechnology Inc | -0.1% | — | Unchanged |
| 38 | AVTX | Avalo Therapeutics Inc | -0.1% | — | Trim |
| 39 | CTNM | Contineum Therapeutics Inc-a | -0.1% | +2.16% | Trim |
| 40 | XENE | Xenon Pharmaceuticals Inc | -0.2% | — | Trim |
| 41 | NUVL | Nuvalent Inc-a | -0.2% | +13.61% | Trim |
| 42 | IKT | Inhibikase Therapeutics Inc | -0.2% | -0.20% | Trim |
| 43 | OBIO | Orchestra Biomed Holdings In | -0.3% | +15.24% | Add |
| 44 | VKTX | Viking Therapeutics Inc | -0.4% | -72.26% | Trim |
| 45 | ADMA | Adma Biologics Inc | -0.5% | -11.51% | Trim |
| 46 | DYN | Dyne Therapeutics Inc | -0.7% | -75.95% | Trim |
| 47 | JANX | Janux Therapeutics Inc | -0.7% | — | Trim |
| 48 | SYRE | Spyre Therapeutics Inc | -0.7% | -19.61% | Trim |
| 49 | BBNX | Beta Bionics Inc | -0.8% | -82.56% | Trim |
| 50 | ACLXGBX | Arcellx Inc | -0.9% | -0.39% | Trim |
According to official SEC Form 13F filings, Perceptive Advisors LLC reported a total U.S. public equity portfolio value of $6.7B across 92 disclosed positions in Q3 2025.
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 RYTM, ASND, ACLXGBX) accounted for 14.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
ASND
市值: $216.4M
Top Position Liquidated / Trimmed
SLNOEUR
前期市值: $107.6M
During Q3 2025, Perceptive Advisors LLC's top holdings by market value included RYTM (8.3%)、ASND (6.3%)、ACLXGBX (5.8%). The largest single position, RYTM, represented 8.3% of total portfolio value.
In Q3 2025, Perceptive Advisors LLC made 112 total portfolio adjustments, initiating 36 new buys, adding to 23 positions, trimming 23 holdings, and fully liquidating 30 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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