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PERCEPTIVE ADVISORS LLC13F | |
| PERCEPTIVE ADVISORS LLC | |
| Last update 2025-05-15 | 87 Stocks (15 new) |
| Value $2.84 Bil | Turnover 13 % |
PERCEPTIVE ADVISORS LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRNA | Verona Pharma PLC | 6,563,340 | 416,706.5 | +2.68% | 14.680 | +0.38% | 7.710 | +57.57% | +97.09% | 7,792.1 | Biotechnology | |
ACLX | Arcellx Inc | 2,926,478 | 191,977.0 | -15.88% | 6.760 | -1.17% | 5.310 | +7.56% | -12.43% | 3,701.0 | Biotechnology | |
FOLD | Amicus Therapeutics Inc | 21,464,527 | 175,150.5 | -11.47% | 6.170 | -0.72% | 6.970 | -23.75% | -35.24% | 1,878.4 | Biotechnology | |
EWTX | Edgewise Therapeutics Inc | 6,547,328 | 144,041.2 | +143.80% | 5.080 | +3.00% | 6.220 | -4.05% | -51.20% | 1,370.8 | Biotechnology | |
RYTM | Rhythm Pharmaceuticals Inc | 2,548,445 | 134,991.1 | -30.76% | 4.760 | -1.75% | 4.010 | +32.02% | +17.49% | 4,184.4 | Biotechnology | |
NUVL | Nuvalent Inc | 1,633,968 | 115,881.0 | -37.63% | 4.080 | -2.13% | 2.280 | +17.80% | +2.81% | 5,779.2 | Biotechnology | |
SLNO | Soleno Therapeutics Inc | 1,506,602 | 107,646.7 | +0.37% | 3.790 | +0.01% | 2.990 | +20.08% | +92.77% | 4,366.6 | Biotechnology | |
ITCI | Intra-Cellular Therapies Inc | 786,358 | 103,736.4 | -38.96% | 3.660 | -1.16% | 0.740 | +57.89% | +57.89% | 14,047.0 | Drug Manufacturers | |
MGTX | MeiraGTx Holdings PLC | 12,581,103 | 85,254.9 | 0% | 3.000 | 0% | 15.740 | +22.51% | +23.32% | 603.5 | Biotechnology | |
AORT | Artivion Inc | 2,793,703 | 68,669.2 | 0% | 2.420 | 0% | 6.540 | +27.26% | +7.45% | 1,445.0 | Medical Devices & Instruments |
PERCEPTIVE ADVISORS LLC's Historical Top Holdings Breakdowns
PERCEPTIVE ADVISORS LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EWTX | Edgewise Therapeutics Inc | 2025-03-31 | Add Add | +3.00% | 22 ($26.23) 30.03 | $13.03 | -50.32% | Add 143.8% | 6,547,328 | 3,861,791 | |
PCVX | Vaxcyte Inc | 2025-03-31 | Reduce Reduce | -2.28% | 37.76 ($79.95) 92.13 | $33.25 | -58.41% | Reduce -58.88% | 706,567 | -1,011,850 | |
NUVL | Nuvalent Inc | 2025-03-31 | Reduce Reduce | -2.13% | 67.38 ($78.19) 88.96 | $80.48 | 2.93% | Reduce -37.63% | 1,633,968 | -986,009 | |
IOVA | Iovance Biotherapeutics Inc | 2025-03-31 | Reduce Reduce | -1.92% | 3.33 ($5.16) 7.79 | $1.75 | -66.09% | Reduce -42.51% | 12,711,788 | -9,400,478 | |
RYTM | Rhythm Pharmaceuticals Inc | 2025-03-31 | Reduce Reduce | -1.75% | 48.56 ($55.48) 61.02 | $65.77 | 18.55% | Reduce -30.76% | 2,548,445 | -1,132,028 | |
CNTA | Centessa Pharmaceuticals PLC | 2025-03-31 | Reduce Reduce | -1.53% | 14.38 ($16.36) 19.03 | $14.07 | -14.00% | Reduce -52.11% | 3,040,395 | -3,308,825 | |
ACLX | Arcellx Inc | 2025-03-31 | Reduce Reduce | -1.17% | 60.26 ($67.74) 79.13 | $67.16 | -0.86% | Reduce -15.88% | 2,926,478 | -552,410 | |
PODD | Insulet Corp | 2025-03-31 | Reduce Reduce | -1.16% | 237.06 ($270.64) 288.29 | $301.05 | 11.24% | Reduce -69.17% | 71,597 | -160,672 | |
| ITCI Unlock Delisted | Intra-Cellular Therapies Inc | 2025-03-31 | Reduce Reduce | -1.16% | 81.78 ($124.62) 131.92 | $131.87 | 5.82% | Reduce -38.96% | 786,358 | -501,970 | |
INSM | Insmed Inc | 2025-03-31 | Add Add | +0.98% | 65.25 ($76.49) 83.83 | $97.80 | 27.86% | Add 253.68% | 509,300 | 365,300 |
PERCEPTIVE ADVISORS LLC Total Holding History ($B)
PERCEPTIVE ADVISORS LLC's Asset Allocation
PERCEPTIVE ADVISORS LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PERCEPTIVE ADVISORS LLC's Hypothetical Growth since 2025-03-31
PERCEPTIVE ADVISORS LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PERCEPTIVE ADVISORS LLC's Holdings Heat Map
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PERCEPTIVE ADVISORS LLC's Holdings Bubble Chart
PERCEPTIVE ADVISORS LLC News
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