PA
Perceptive Advisors Portfolio holdings
AUM
$2.67B
1-Year Est. Return
73.17%
1 Year Est. Return
+73.17%
AUM
$2.82B
AUM Growth
-$770M
(-21%)
Holding
113
Top Buys
| 1 | +$85M | |
| 2 | +$27.9M | |
| 3 | +$19.5M | |
| 4 |
Dyne Therapeutics
DYN
|
+$18.5M |
| 5 |
Solid Biosciences
SLDB
|
+$18.5M |
Top Sells
| 1 | +$69.9M | |
| 2 | +$66.2M | |
| 3 | +$60M | |
| 4 |
CNTA
Centessa Pharmaceuticals
CNTA
|
+$47.6M |
| 5 |
Insulet
PODD
|
+$42.2M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VRNA
1
DELISTED
Verona Pharma
VRNA
| $417M | 14.72% |
6,563,340
+171,234
|
|
||
2
Arcellx
ACLX
$4.82B
| $192M | 6.78% |
2,926,478
-552,410
|
|
||
3
Amicus Therapeutics
FOLD
$2.48B
| $175M | 6.19% |
21,464,527
-2,781,425
|
|
||
4
Edgewise Therapeutics
EWTX
$1.59B
| $144M | 5.09% |
6,547,328
+3,861,791
|
|
||
5
Rhythm Pharmaceuticals
RYTM
$7.32B
| $135M | 4.77% |
2,548,445
-1,132,028
|
|
||
6
Nuvalent
NUVL
$6.67B
| $116M | 4.09% |
1,633,968
-986,009
|
|
||
7
Soleno Therapeutics
SLNO
$3.48B
| $108M | 3.8% |
1,506,602
+5,562
|
|
||
|
ITCI
8
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $104M | 3.66% |
786,358
-501,970
|
|
||
9
MeiraGTx Holdings
MGTX
$623M
| $85.3M | 3.01% |
12,581,103
|
|
||
10
Artivion
AORT
$1.99B
| $68.7M | 2.43% |
2,793,703
|
|
||
11
Aldeyra Therapeutics
ALDX
$316M
| $53.3M | 1.88% |
9,275,851
|
|
||
12
Protagonist Therapeutics
PTGX
$4.82B
| $52.8M | 1.86% |
1,091,271
-180,391
|
|
||
13
Evolus
EOLS
$414M
| $49.7M | 1.75% |
4,129,142
-1,016,704
|
|
||
14
Immunovant
IMVT
$3.05B
| $48.6M | 1.72% |
2,844,072
+704,873
|
|
||
|
15
Solid Biosciences
SLDB
$458M
| $44.1M | 1.56% |
11,906,646
+5,000,000
|
|
||
|
CNTA
16
Centessa Pharmaceuticals
CNTA
$3.09B
| $43.7M | 1.54% |
3,040,395
-3,308,825
|
|
||
17
Iovance Biotherapeutics
IOVA
$789M
| $42.3M | 1.5% |
12,711,788
-9,400,478
|
|
||
18
Immatics
IMTX
$1.2B
| $42.3M | 1.5% |
9,383,456
|
|
||
19
Apogee Therapeutics
APGE
$3.73B
| $41.9M | 1.48% |
1,122,767
+75,535
|
|
||
20
Axsome Therapeutics
AXSM
$6.38B
| $41.4M | 1.46% |
355,107
-308,967
|
|
||
21
Insmed
INSM
$35B
| $38.9M | 1.37% |
509,300
+365,300
|
|
||
22
Spyre Therapeutics
SYRE
$1.74B
| $37.3M | 1.32% |
2,313,272
-261,451
|
|
||
23
Praxis Precision Medicines
PRAX
$4B
| $37.1M | 1.31% |
980,894
-348,841
|
|
||
24
argenx
ARGX
$51.9B
| $35.2M | 1.24% |
59,510
-7,961
|
|
||
25
Astria Therapeutics
ATXS
$676M
| $34.6M | 1.22% |
6,485,420
|
|