PERCEPTIVE ADVISORS LLC
13F filer · CIK 1224962 · New York, NY
Summary
PERCEPTIVE ADVISORS LLC reported $6.66B across 109 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are PRAX (10.2%), SYRE (5.8%), CELC (5.0%). Versus 2026 Q1, leaving options aside, it opened 23 new positions, added to 30, trimmed 26 and sold out of 13.
Reported value$6.66B
Positions109incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions23
Added30
Trimmed26
Sold out13
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.2%Value $681.63MPrice $281.00Shares 2.04MSince Jun 30 -16.07%
Weight 5.8%Value $383.48MPrice $84.72Shares 4.32M +14.17%Since Jun 30 -4.57%
Weight 5.0%Value $334.49MPrice $77.38Shares 3.20M +2.24%Since Jun 30 -26.04%
Weight 4.7%Value $310.39MPrice $228.07Shares 1.16MSince Jun 30 -14.49%
Weight 4.3%Value $287.16MPrice $95.71Shares 2.59M +8.95%Since Jun 30 -13.80%
Weight 4.3%Value $286.14MPrice $36.50Shares 8.09M -2.41%Since Jun 30 +3.14%
Weight 4.0%Value $263.93MPrice $18.36Shares 14.11M +44.66%Since Jun 30 -1.87%
Weight 3.2%Value $213.18MPrice $59.99Shares 3.75M -9.41%Since Jun 30 +5.60%
Weight 2.9%Value $195.59MPrice $14.66Shares 8.20MSince Jun 30 -38.53%
Weight 2.9%Value $195.19MPrice $123.96Shares 1.58MSince Jun 30 +0.37%
Weight 2.7%Value $177.71MPrice $39.19Shares 4.37M -1.13%Since Jun 30 -3.54%
Weight 2.6%Value $173.63MPrice $135.07Shares 1.31M -15.08%Since Jun 30 +1.76%
Weight 2.2%Value $149.69MPrice $29.28Shares 8.33M +0.60%Since Jun 30 +63.03%
Weight 2.2%Value $145.73MPrice $11.13Shares 10.79M +4.46%Since Jun 30 -17.62%
Weight 1.9%Value $128.01MPrice $82.15Shares 1.35M -3.61%Since Jun 30 -13.68%
Weight 1.8%Value $122.96MPrice $104.83Shares 1.30M -10.05%Since Jun 30 +10.64%
Weight 1.8%Value $120.36MPrice $140.97Shares 982K -20.23%Since Jun 30 +15.00%
Weight 1.8%Value $118.95MPrice $7.16Shares 11.91MSince Jun 30 -28.33%
Weight 1.6%Value $109.34MPrice $27.20Shares 4.18M +19.17%Since Jun 30 +4.06%
Weight 1.6%Value $105.57MPrice $24.42Shares 3.38M +317.87%Since Jun 30 -21.88%
Weight 1.6%Value $105.18MPrice $8.56Shares 10.38MSince Jun 30 -15.50%
Weight 1.6%Value $104.81MPrice $23.67Shares 4.32M +16.43%Since Jun 30 -2.41%
Weight 1.5%Value $103.09MPrice $8.27Shares 10.31M +38.67%Since Jun 30 -17.30%
Weight 1.5%Value $98.81MPrice $204.48Shares 528K +104.02%Since Jun 30 +9.18%
Weight 1.3%Value $88.07MPrice $27.10Shares 2.68MSince Jun 30 -17.68%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.2% | $681.63M | -16.07% | — | Hold | |
| 5.8% | $383.48M | -4.57% | +14.17% | Add | |
| 5.0% | $334.49M | -26.04% | +2.24% | Add | |
| 4.7% | $310.39M | -14.49% | — | New | |
| 4.3% | $287.16M | -13.80% | +8.95% | Add | |
| 4.3% | $286.14M | +3.14% | -2.41% | Trim | |
| 4.0% | $263.93M | -1.87% | +44.66% | Add | |
| 3.2% | $213.18M | +5.60% | -9.41% | Trim | |
| 2.9% | $195.59M | -38.53% | — | New | |
| 2.9% | $195.19M | +0.37% | — | Hold | |
| 2.7% | $177.71M | -3.54% | -1.13% | Trim | |
| 2.6% | $173.63M | +1.76% | -15.08% | Trim | |
| 2.2% | $149.69M | +63.03% | +0.60% | Add | |
| 2.2% | $145.73M | -17.62% | +4.46% | Add | |
| 1.9% | $128.01M | -13.68% | -3.61% | Trim | |
| 1.8% | $122.96M | +10.64% | -10.05% | Trim | |
| 1.8% | $120.36M | +15.00% | -20.23% | Trim | |
| 1.8% | $118.95M | -28.33% | — | Hold | |
| 1.6% | $109.34M | +4.06% | +19.17% | Add | |
| 1.6% | $105.57M | -21.88% | +317.87% | Add | |
| 1.6% | $105.18M | -15.50% | — | Hold | |
| 1.6% | $104.81M | -2.41% | +16.43% | Add | |
| 1.5% | $103.09M | -17.30% | +38.67% | Add | |
| 1.5% | $98.81M | +9.18% | +104.02% | Add | |
| 1.3% | $88.07M | -17.68% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.