StockDriftsStockDriftsTop 50 Perceptive Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | 10.58% | 2.04M | $681.6M | +0.00%(+0) | $79.33(+362.39%) | 2026-06-30 | |
| SYRE | SPYRE THERAPEUTICS INC | 5.95% | 4.32M | $383.5M | +14.17%(+536.27K) | $31.14(+232.82%) | 2026-06-30 | |
| CELC | CELCUITY INC | 5.19% | 3.20M | $334.5M | +2.24%(+70.00K) | $29.94(+207.33%) | 2026-06-30 | |
| RYTM | RHYTHM PHARMACEUTICALS INC | 4.46% | 2.59M | $287.2M | +8.95%(+212.50K) | $82.84(+39.40%) | 2026-06-30 | |
| ROIV | ROIVANT SCIENCES LTD | 4.44% | 8.09M | $286.1M | -2.41%(-200.00K) | $12.69(+185.29%) | 2026-06-30 | |
| RLAY | RELAY THERAPEUTICS INC | 4.1% | 14.11M | $263.9M | +44.66%(+4.36M) | $10.38(+91.41%) | 2026-06-30 | |
| TVTX | TRAVERE THERAPEUTICS INC | 3.31% | 3.75M | $213.2M | -9.41%(-389.98K) | $20.13(+208.72%) | 2026-06-30 | |
| NUVL | NUVALENT INC | 3.03% | 1.58M | $195.2M | +0.00%(+0) | $45.99(+169.55%) | 2026-06-30 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 2.76% | 4.37M | $177.7M | -1.13%(-50.00K) | $21.05(+109.85%) | 2026-06-30 | |
| APGE | APOGEE THERAPEUTICS INC | 2.7% | 1.31M | $173.6M | -15.08%(-232.27K) | $40.78(+229.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +33.45% | +137.68% | +0.71% | +3.58% |
| Top 20 Holdings Unweighted | +31.81% | +129.01% | -0.44% | -2.19% |
Perceptive Advisors LLC reports $6.66B in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are PRAX (10.6%), SYRE (6.0%) and CELC (5.2%). The top 20 holdings account for 65.32% of reported assets. Its disclosed equity book has returned +137.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Perceptive Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1224962). View Perceptive Advisors LLC’s 13F filings on SEC