PA
Perceptive Advisors Portfolio holdings
AUM
$2.67B
1-Year Est. Return
73.17%
1 Year Est. Return
+73.17%
AUM
$2.67B
AUM Growth
-$155M
(-5.5%)
Holding
105
Top Buys
| 1 | +$166M | |
| 2 | +$44.4M | |
| 3 | +$37.5M | |
| 4 |
CAI
Caris Life Sciences
CAI
|
+$29.3M |
| 5 |
Neurocrine Biosciences
NBIX
|
+$19.5M |
Top Sells
| 1 | +$104M | |
| 2 | +$99.9M | |
| 3 | +$90.2M | |
| 4 |
Amicus Therapeutics
FOLD
|
+$80.5M |
| 5 |
Iovance Biotherapeutics
IOVA
|
+$42.3M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VRNA
1
DELISTED
Verona Pharma
VRNA
| $521M | 19.31% |
5,507,591
-1,055,749
|
|
||
2
Ascendis Pharma
ASND
$12.9B
| $166M | 6.17% |
+963,886
|
|
||
3
Arcellx
ACLX
$4.84B
| $163M | 6.05% |
2,478,000
-448,478
|
|
||
4
Rhythm Pharmaceuticals
RYTM
$7.3B
| $153M | 5.67% |
2,418,299
-130,146
|
|
||
5
Nuvalent
NUVL
$6.58B
| $105M | 3.89% |
1,375,180
-258,788
|
|
||
6
Artivion
AORT
$1.99B
| $86.9M | 3.22% |
2,793,703
|
|
||
7
MeiraGTx Holdings
MGTX
$621M
| $82.2M | 3.05% |
12,626,103
+45,000
|
|
||
8
Insmed
INSM
$34.9B
| $65.4M | 2.43% |
650,252
+140,952
|
|
||
9
Edgewise Therapeutics
EWTX
$1.58B
| $60.8M | 2.26% |
4,639,949
-1,907,379
|
|
||
10
Protagonist Therapeutics
PTGX
$4.74B
| $59.4M | 2.2% |
1,074,448
-16,823
|
|
||
11
Solid Biosciences
SLDB
$464M
| $58M | 2.15% |
11,906,646
|
|
||
12
Apogee Therapeutics
APGE
$3.69B
| $51.3M | 1.9% |
1,182,148
+59,381
|
|
||
13
Amylyx Pharmaceuticals
AMLX
$1.58B
| $50.7M | 1.88% |
7,902,365
+28,017
|
|
||
14
Immatics
IMTX
$1.21B
| $50.5M | 1.87% |
9,383,456
|
|
||
15
Akero Therapeutics
AKRO
$4.31B
| $48.9M | 1.81% |
915,887
+122,927
|
|
||
|
OMDA
16
Omada Health Inc
OMDA
$1.41B
| $44.4M | 1.65% |
+2,426,330
|
|
||
|
17
Amicus Therapeutics
FOLD
$2.47B
| $42.5M | 1.57% |
7,412,830
-14,051,697
|
|
||
18
Roivant Sciences
ROIV
$11.7B
| $37.5M | 1.39% |
+3,331,465
|
|
||
19
Merus
MRUS
$7.19B
| $37.3M | 1.38% |
708,176
+17,691
|
|
||
20
Soleno Therapeutics
SLNO
$3.49B
| $36.1M | 1.34% |
430,439
-1,076,163
|
|
||
21
Astria Therapeutics
ATXS
$677M
| $34.8M | 1.29% |
6,485,420
|
|
||
22
Immunovant
IMVT
$3.04B
| $34.2M | 1.27% |
2,137,890
-706,182
|
|
||
|
23
Neurocrine Biosciences
NBIX
$13.9B
| $32.1M | 1.19% |
255,050
+155,000
|
|
||
24
Praxis Precision Medicines
PRAX
$3.99B
| $31.7M | 1.17% |
752,921
-227,973
|
|
||
25
Boston Scientific
BSX
$147B
| $30.1M | 1.12% |
280,000
+150,000
|
|