13F portfolio / Healthcare and biotechnology
Perceptive Advisors
Perceptive Advisors is a New York City investment firm.
It makes public and private investments in healthcare and biotechnology.
- Reported 13F value
- $6.4B
- Positions
- 102
- Est. 1-yearEstimate
- —SPY +15.7%
- Est. 3-year, annualizedEstimate
- —SPY +22.8%
As of Jun 30, 2026 · filed Aug 14, 2026
Holdings
23 new · 29 added · 26 trimmed · 24 unchanged · 13 sold out
| 1 | PRAX on Yahoo Finance (opens in a new tab) | Praxis Precision Medicines ICOM NEW | 10.6% | $682M | 2,035,986 | Unchanged | $83.78 | $244.24 | +191.5% |
| 2 | SYRE on Yahoo Finance (opens in a new tab) | Spyre Therapeutics IncCOM NEW | 6.0% | $383M | 4,319,496 | Added +14.2% | $31.23* | $79.50 | +154.6% |
| 3 | CELC on Yahoo Finance (opens in a new tab) | Celcuity IncCOM | 5.2% | $334M | 3,197,200 | Added +2.2% | $30.94 | $55.10 | +78.1% |
| 4 | ASND on Yahoo Finance (opens in a new tab) | Ascendis Pharma A/SORD SHS | 4.8% | $310M | 1,163,721 | New | $233.60 | $225.73 | -3.4% |
| 5 | RYTM on Yahoo Finance (opens in a new tab) | Rhythm Pharmaceuticals IncCOM | 4.5% | $287M | 2,586,295 | Added +9.0% | $92.34* | $86.58 | -6.2% |
| 6 | ROIV on Yahoo Finance (opens in a new tab) | Roivant Sciences LtdSHS | 4.4% | $286M | 8,085,461 | Trimmed -2.4% | $12.79 | $33.43 | +161.4% |
| 7 | RLAY on Yahoo Finance (opens in a new tab) | Relay Therapeutics IncCOM | 4.1% | $264M | 14,106,187 | Added +44.7% | $10.42 | $16.56 | +58.8% |
| 8 | TVTX on Yahoo Finance (opens in a new tab) | Travere Therapeutics IncCOM | 3.3% | $213M | 3,752,574 | Trimmed -9.4% | $19.92 | $49.90 | +150.5% |
| 9 | KARD on Yahoo Finance (opens in a new tab) | Kardigan IncCOM | 3.0% | $196M | 8,200,662 | New | $23.12 | $12.91 | -44.2% |
| 10 | — | Nuvalent IncCOM | 3.0% | $195M | 1,580,505 | Unchanged | — | — | — |
| 11 | EWTX on Yahoo Finance (opens in a new tab) | Edgewise Therapeutics IncCOM | 2.8% | $178M | 4,373,974 | Trimmed -1.1% | $22.18 | $36.90 | +66.4% |
| 12 | — | Apogee Therapeutics IncCOM | 2.7% | $174M | 1,308,113 | Trimmed -15.1% | — | — | — |
| 13 | AMLX on Yahoo Finance (opens in a new tab) | Amylyx Pharmaceuticals IncCOM | 2.3% | $150M | 8,334,882 | Added +0.6% | $4.60 | $26.39 | +473.7% |
| 14 | MGTX on Yahoo Finance (opens in a new tab) | Meiragtx Hldgs PLCCOM | 2.3% | $146M | 10,786,658 | Added +4.5% | $5.58* | $9.30 | +66.4% |
| 15 | ORKA on Yahoo Finance (opens in a new tab) | Oruka Therapeutics IncCOM | 2.0% | $128M | 1,345,063 | Trimmed -3.6% | $16.66 | $71.01 | +326.1% |
| 16 | INBX on Yahoo Finance (opens in a new tab) | Inhibrx Biosciences IncCOM | 1.9% | $123M | 1,297,763 | Trimmed -10.0% | $22.31 | $87.93 | +294.2% |
| 17 | PTGX on Yahoo Finance (opens in a new tab) | Protagonist Therapeutics IncCOM | 1.9% | $120M | 981,879 | Trimmed -20.2% | $39.31* | $127.72 | +224.9% |
| 18 | SLDB on Yahoo Finance (opens in a new tab) | Solid Biosciences IncCOM NEW | 1.8% | $119M | 11,906,646 | Unchanged | $5.37* | $5.59 | +3.9% |
| 19 | ZYME on Yahoo Finance (opens in a new tab) | Zymeworks IncCOM | 1.7% | $109M | 4,182,953 | Added +19.2% | $16.92* | $25.40 | +50.1% |
| 20 | TNGX on Yahoo Finance (opens in a new tab) | Tango Therapeutics IncCOM | 1.6% | $106M | 3,377,000 | Added +317.9% | $21.33 | $22.19 | +4.0% |
| 21 | IMTX on Yahoo Finance (opens in a new tab) | Immatics N.VSHS | 1.6% | $105M | 10,383,456 | Unchanged | $11.09* | $6.75 | -39.1% |
| 22 | NRIX on Yahoo Finance (opens in a new tab) | Nurix Therapeutics IncCOM | 1.6% | $105M | 4,320,422 | Added +16.4% | $14.46 | $24.86 | +72.0% |
| 23 | BCRX on Yahoo Finance (opens in a new tab) | Biocryst Pharmaceuticals IncCOM | 1.6% | $103M | 10,308,888 | Added +38.7% | $7.96 | $7.78 | -2.3% |
| 24 | RVMD on Yahoo Finance (opens in a new tab) | Revolution Medicines IncCOM | 1.5% | $99M | 527,600 | Added +104.0% | $123.97 | $177.00 | +42.8% |
| 25 | AVLN on Yahoo Finance (opens in a new tab) | Avalyn Pharmaceuticals IncCOM SHS | 1.4% | $88M | 2,675,296 | New | $28.86 | $23.81 | -17.5% |
| 26 | DYN on Yahoo Finance (opens in a new tab) | Dyne Therapeutics IncCOM | 0.9% | $60M | 2,689,235 | Trimmed -42.4% | $18.66 | $14.35 | -23.1% |
| 27 | BIIB on Yahoo Finance (opens in a new tab) | Biogen IncCOM | 0.9% | $60M | 276,173 | New | $191.29 | $234.90 | +22.8% |
| 28 | IMVT on Yahoo Finance (opens in a new tab) | Immunovant IncCOM | 0.8% | $52M | 1,357,383 | Trimmed -15.0% | $25.53* | $26.54 | +3.9% |
| 29 | UNH on Yahoo Finance (opens in a new tab) | Unitedhealth Group IncCOM | 0.8% | $49M | 116,806 | New | $366.70 | $401.73 | +9.6% |
| 30 | IONS on Yahoo Finance (opens in a new tab) | Ionis Pharmaceuticals IncCOM | 0.7% | $45M | 566,000 | Added +12.3% | $78.52 | $43.19 | -45.0% |
| 31 | STRO on Yahoo Finance (opens in a new tab) | Sutro Biopharma IncCOM SHS | 0.7% | $43M | 1,304,846 | Added +82.4% | $23.99 | $11.00 | -54.2% |
| 32 | ANRO on Yahoo Finance (opens in a new tab) | Alto Neuroscience IncCOM SHS | 0.7% | $42M | 1,609,893 | Trimmed -19.9% | $12.54 | $22.24 | +77.3% |
| 33 | JAZZ on Yahoo Finance (opens in a new tab) | Jazz Pharmaceuticals PLCSHS USD | 0.6% | $41M | 170,000 | Unchanged | $153.31 | $209.29 | +36.5% |
| 34 | CRVS on Yahoo Finance (opens in a new tab) | Corvus Pharmaceuticals IncCOM | 0.6% | $40M | 2,667,441 | Added +16.4% | $12.47 | $9.49 | -23.9% |
| 35 | SION on Yahoo Finance (opens in a new tab) | Sionna Therapeutics IncCOM | 0.6% | $40M | 905,000 | Added +37.4% | $22.79 | $3.88 | -83.0% |
| 36 | CTMX on Yahoo Finance (opens in a new tab) | Cytomx Therapeutics Inc.COM | 0.6% | $39M | 10,439,185 | Added +3.4% | $1.99 | $2.30 | +15.5% |
| 37 | AORT on Yahoo Finance (opens in a new tab) | Artivion IncCOM | 0.6% | $39M | 1,737,290 | Added +6.1% | $18.32* | $21.68 | +18.4% |
| 38 | XFOR on Yahoo Finance (opens in a new tab) | X4 Pharmaceuticals IncCOM NEW | 0.6% | $37M | 7,933,491 | Added +17.7% | $3.71 | $2.64 | -28.7% |
| 39 | CORT on Yahoo Finance (opens in a new tab) | Corcept Therapeutics IncCOM | 0.5% | $35M | 398,385 | Added +696.8% | $57.50 | $108.55 | +88.8% |
| 40 | RGEN on Yahoo Finance (opens in a new tab) | Repligen CorpCOM | 0.5% | $34M | 248,212 | Trimmed -11.5% | $140.51 | $173.41 | +23.4% |
| 41 | AVR on Yahoo Finance (opens in a new tab) | Anteris Technologies GlobalCOM | 0.5% | $34M | 3,425,476 | Unchanged | $5.67 | $6.11 | +7.8% |
| 42 | RAPP on Yahoo Finance (opens in a new tab) | Rapport Therapeutics IncCOM | 0.5% | $32M | 773,342 | Added +14.8% | $23.70 | $27.09 | +14.3% |
| 43 | DMRA on Yahoo Finance (opens in a new tab) | Damora Therapeutics IncCOM NEW | 0.5% | $32M | 1,223,000 | Unchanged | $25.70 | $18.60 | -27.6% |
| 44 | CRL on Yahoo Finance (opens in a new tab) | Charles Riv Labs Intl IncCOM | 0.5% | $32M | 140,000 | New | $178.08 | $297.68 | +67.2% |
| 45 | AXSM on Yahoo Finance (opens in a new tab) | Axsome Therapeutics Inc.COM | 0.5% | $29M | 118,450 | Trimmed -21.0% | $78.95* | $157.49 | +99.5% |
| 46 | DBVT on Yahoo Finance (opens in a new tab) | Dbv Technologies S ASPONSORED ADS | 0.4% | $27M | 1,653,350 | Added +71.4% | $20.05 | $8.84 | -55.9% |
| 47 | IRTC on Yahoo Finance (opens in a new tab) | Irhythm Holdings IncCOM | 0.4% | $27M | 223,766 | Added +113.1% | $136.28 | $110.21 | -19.1% |
| 48 | ADPT on Yahoo Finance (opens in a new tab) | Adaptive Biotechnologies CorCOM | 0.4% | $26M | 1,217,325 | Added +698.2% | $15.40 | $24.10 | +56.5% |
| 49 | SABS on Yahoo Finance (opens in a new tab) | Sab Biotherapeutics IncCOM NEW | 0.4% | $26M | 6,627,501 | Added +3.0% | $3.89 | $2.52 | -35.3% |
| 50 | DHR on Yahoo Finance (opens in a new tab) | Danaher Corp DelCOM | 0.4% | $25M | 130,000 | New | $180.89 | $229.01 | +26.6% |
| 51 | TENX on Yahoo Finance (opens in a new tab) | Tenax Therapeutics IncCOM NEW | 0.4% | $25M | 1,700,000 | Added +17.4% | $12.17 | $1.40 | -88.5% |
| 52 | NAUT on Yahoo Finance (opens in a new tab) | Nautilus Biotechnology IncCOM | 0.3% | $22M | 11,634,211 | Trimmed -7.6% | $3.21* | $2.14 | -33.3% |
| 53 | OBIO on Yahoo Finance (opens in a new tab) | Orchestra Biomed Hldgs IncCOM | 0.3% | $22M | 5,037,906 | Unchanged | $6.42* | $5.41 | -15.8% |
| 54 | ISRG on Yahoo Finance (opens in a new tab) | Intuitive Surgical IncCOM NEW | 0.3% | $21M | 51,884 | Trimmed -39.3% | $443.22 | $428.33 | -3.4% |
| 55 | ANL on Yahoo Finance (opens in a new tab) | Adlai Nortye LtdSPONSORED ADS | 0.3% | $21M | 1,793,190 | New | $12.17 | $11.42 | -6.1% |
| 56 | CTNM on Yahoo Finance (opens in a new tab) | Contineum Therapeutics IncCL A | 0.3% | $21M | 1,255,592 | Unchanged | $13.62 | $7.07 | -48.1% |
| 57 | NVCT on Yahoo Finance (opens in a new tab) | Nuvectis Pharma IncCOM | 0.3% | $18M | 1,000,000 | New | $11.20 | $18.41 | +64.4% |
| 58 | PALI on Yahoo Finance (opens in a new tab) | Palisade Bio IncCOM | 0.3% | $18M | 8,425,065 | Trimmed -5.6% | $1.92 | $1.46 | -24.3% |
| 59 | OMDA on Yahoo Finance (opens in a new tab) | Omada Health IncCOM | 0.3% | $17M | 786,330 | Unchanged | $17.31 | $18.02 | +4.1% |
| 60 | LONA on Yahoo Finance (opens in a new tab) | Leonabio IncCOM | 0.3% | $17M | 1,859,322 | Unchanged | $4.39 | $5.25 | +19.6% |
| 61 | EOLS on Yahoo Finance (opens in a new tab) | Evolus IncCOM | 0.3% | $17M | 2,459,285 | Added +91.1% | $5.35 | $7.03 | +31.4% |
| 62 | IVVD on Yahoo Finance (opens in a new tab) | Invivyd IncCOM | 0.3% | $16M | 18,490,636 | Trimmed -11.4% | $2.08 | $0.63 | -69.8% |
| 63 | — | Celcuity IncNOTE 2.750% 8/0 | 0.2% | $15M | 6,500,000 prn | Unchanged | — | — | — |
| 64 | MIRM on Yahoo Finance (opens in a new tab) | Mirum Pharmaceuticals IncCOM | 0.2% | $14M | 115,391 | New | $100.40 | $80.24 | -20.1% |
| 65 | SRZN on Yahoo Finance (opens in a new tab) | Surrozen IncCOM NEW | 0.2% | $13M | 503,985 | Added +119.7% | $25.88 | $23.36 | -9.7% |
| 66 | BBNX on Yahoo Finance (opens in a new tab) | Beta Bionics IncCOM | 0.2% | $13M | 832,944 | Trimmed -1.2% | $20.65 | $16.84 | -18.5% |
| 67 | AXGN on Yahoo Finance (opens in a new tab) | Axogen IncCOM | 0.2% | $11M | 247,312 | Trimmed -64.5% | $24.59 | $35.05 | +42.5% |
| 68 | OSCR on Yahoo Finance (opens in a new tab) | Oscar Health IncCL A | 0.2% | $11M | 400,000 | New | $21.53 | $32.29 | +50.0% |
| 69 | OCS on Yahoo Finance (opens in a new tab) | Oculis Holding AGORDINARY SHARES | 0.2% | $11M | 808,827 | Added +63.8% | $21.05 | $7.19 | -65.8% |
| 70 | SPTX on Yahoo Finance (opens in a new tab) | Seaport Therapeutics IncCOMMON STOCK | 0.2% | $11M | 500,000 | New | $17.59 | $17.70 | +0.6% |
| 71 | VRDN on Yahoo Finance (opens in a new tab) | Viridian Therapeutics IncCOM | 0.2% | $11M | 581,980 | Trimmed -50.3% | $22.81* | $19.25 | -15.6% |
| 72 | BSX on Yahoo Finance (opens in a new tab) | Boston Scientific CorpCOM | 0.2% | $11M | 250,000 | New | $54.30 | $44.06 | -18.8% |
| 73 | BLLN on Yahoo Finance (opens in a new tab) | Billiontoone IncCL A | 0.2% | $10M | 86,812 | Trimmed -5.4% | $97.35 | $97.49 | +0.1% |
| 74 | ABVX on Yahoo Finance (opens in a new tab) | Abivax SASPONSORED ADS | 0.2% | $10M | 74,000 | Trimmed -77.5% | $68.57 | $87.77 | +28.0% |
| 75 | NTRA on Yahoo Finance (opens in a new tab) | Natera IncCOM | 0.1% | $9M | 34,689 | New | $213.22 | $391.99 | +83.8% |
| 76 | ENGN on Yahoo Finance (opens in a new tab) | Engene Therapeutics IncCOM | 0.1% | $8M | 4,822,169 | New | $4.08 | $1.66 | -59.2% |
| 77 | RACC on Yahoo Finance (opens in a new tab) | Research Alliance Corp IIIORD SHS CL A | 0.1% | $8M | 750,000 | New | $10.43 | $10.20 | -2.2% |
| 78 | AGMB on Yahoo Finance (opens in a new tab) | Agomab Therapeutics NVSPONSORED ADS | 0.1% | $8M | 600,000 | Unchanged | $14.16 | $8.35 | -41.0% |
| 79 | CGEM on Yahoo Finance (opens in a new tab) | Cullinan Therapeutics IncCOM | 0.1% | $8M | 426,478 | New | $14.85 | $13.19 | -11.2% |
| 80 | QURE on Yahoo Finance (opens in a new tab) | Uniqure NVSHS | 0.1% | $8M | 168,000 | New | $26.18 | $22.00 | -15.9% |
| 81 | MOBI on Yahoo Finance (opens in a new tab) | Mobia Med IncCOMMON STOCK | 0.1% | $7M | 523,654 | New | $12.95 | $8.12 | -37.3% |
| 82 | ADGM on Yahoo Finance (opens in a new tab) | Adagio Med Hldgs IncCOM | 0.1% | $6M | 9,876,586 | Unchanged | $4.74 | $0.10 | -97.8% |
| 83 | GH on Yahoo Finance (opens in a new tab) | Guardant Health IncCOM | 0.1% | $6M | 41,327 | Trimmed -86.2% | $94.56 | $159.15 | +68.3% |
| 84 | PHAT on Yahoo Finance (opens in a new tab) | Phathom Pharmaceuticals IncCOM | 0.1% | $6M | 532,000 | Trimmed -42.5% | $12.63 | $7.01 | -44.5% |
| 85 | OTLK on Yahoo Finance (opens in a new tab) | Outlook Therapeutics IncCOM | 0.1% | $5M | 3,139,216 | New | $0.62 | $0.51 | -17.8% |
| 86 | COGT on Yahoo Finance (opens in a new tab) | Cogent Biosciences IncCOM | 0.1% | $5M | 121,082 | Unchanged | $28.11 | $29.39 | +4.5% |
| 87 | EDSA on Yahoo Finance (opens in a new tab) | Edesa Biotech IncCOM NEW | 0.1% | $5M | 563,239 | Unchanged | $3.00 | $2.60 | -13.5% |
| 88 | AVTX on Yahoo Finance (opens in a new tab) | Avalo Therapeutics IncCOM NEW | 0.1% | $4M | 219,813 | Added +57.4% | $10.58 | $11.35 | +7.3% |
| 89 | TWST on Yahoo Finance (opens in a new tab) | Twist Bioscience CorpCOM | 0.1% | $4M | 36,812 | Trimmed -75.5% | $44.84 | $132.55 | +195.6% |
| 90 | CBIO on Yahoo Finance (opens in a new tab) | Crescent Biopharma Inc.COM | 0.1% | $4M | 206,942 | Unchanged | $21.15 | $12.07 | -42.9% |
| 91 | XERS on Yahoo Finance (opens in a new tab) | Xeris Biopharma Holdings IncCOM | 0.1% | $4M | 467,013 | New | $6.39 | $10.05 | +57.3% |
| 92 | OM on Yahoo Finance (opens in a new tab) | Outset Med IncCOM NEW | 0.1% | $4M | 833,333 | Unchanged | $11.92 | $3.97 | -66.7% |
| 93 | BDSX on Yahoo Finance (opens in a new tab) | Biodesix IncCOM | 0.0% | $2M | 108,694 | New | $14.82 | $23.68 | +59.8% |
| 94 | RVMDW on Yahoo Finance (opens in a new tab) | Revolution Medicines Inc*W EXP 12/17/202 | 0.0% | $2M | 250,000 | Unchanged | — | $8.41 | — |
| 95 | CNTB on Yahoo Finance (opens in a new tab) | Connect Biopharma Hldgs LtdSHS | 0.0% | $2M | 792,696 | Unchanged | $2.13 | $0.89 | -58.4% |
| 96 | KPRX on Yahoo Finance (opens in a new tab) | Kiora Pharmaceuticals IncCOM | 0.0% | $1M | 438,471 | New | $2.51 | $2.36 | -6.0% |
| 97 | MDLN on Yahoo Finance (opens in a new tab) | Medline IncCOM CL A | 0.0% | $1M | 28,000 | Unchanged | $42.23 | $36.44 | -13.7% |
| 98 | ADMA on Yahoo Finance (opens in a new tab) | Adma Biologics IncCOM | 0.0% | $952K | 113,765 | Trimmed -75.7% | $8.48* | $10.66 | +25.7% |
| 99 | CPIX on Yahoo Finance (opens in a new tab) | Cumberland Pharmaceuticals ICOM | 0.0% | $628K | 96,982 | Trimmed -50.8% | $2.30 | $7.17 | +212.0% |
| 100 | XGN on Yahoo Finance (opens in a new tab) | Exagen IncCOM | 0.0% | $534K | 114,893 | Unchanged | $3.87 | $7.72 | +99.6% |
| 101 | ENSC on Yahoo Finance (opens in a new tab) | Ensysce Biosciences IncCOM NEW | 0.0% | $25K | 86,666 | Unchanged | $6.89 | $0.53 | -92.3% |
| 102 | SRZN on Yahoo Finance (opens in a new tab) | Surrozen Inc*W EXP 08/01/203 | 0.0% | $3K | 166,666 | Unchanged | $7.33* | $23.36 | +218.9% |
Sold out since Q1 2026
- —Ascendis Pharma A/S$350M at Q1 2026
- —Centessa Pharmaceuticals PLC$209M at Q1 2026
- —Engene Holdings Inc$40M at Q1 2026
- —Day One Biopharmaceuticals I$38M at Q1 2026
- DRUG on Yahoo Finance (opens in a new tab)Bright Minds Biosciences Inc$28M at Q1 2026
- BLTE on Yahoo Finance (opens in a new tab)Belite Bio Inc$24M at Q1 2026
- EVMN on Yahoo Finance (opens in a new tab)Evommune Inc$10M at Q1 2026
- NMRA on Yahoo Finance (opens in a new tab)Neumora Therapeutics Inc.$10M at Q1 2026
- NBIX on Yahoo Finance (opens in a new tab)Neurocrine Biosciences Inc$9M at Q1 2026
- IRD on Yahoo Finance (opens in a new tab)Opus Genetics Inc$8M at Q1 2026
- IKT on Yahoo Finance (opens in a new tab)Inhibikase Therapeutics Inc$4M at Q1 2026
- —Apellis Pharmaceuticals Inc$3M at Q1 2026
- PTN on Yahoo Finance (opens in a new tab)Palatin Technologies Inc$1M at Q1 2026
Estimated, from reported holdings
Quarter by quarter
High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 3. Of 0 with six months of history, — beat the S&P 500 from the filing date.
Source: SEC Form 13F-HR 0001012975-26-000777, compared with the Q1 2026 report. 7 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.