Form 13-F position report

DISC MEDICINE INC COM(DE)

Reported by PERCEPTIVE ADVISORS LLC

IRON CUSIP 254604101 Manager CIK 0001224962

Reported 0 shares, down 150,000 (100.0%) from the prior quarter.

Reported value -100.0%; share count -100.0% vs. the prior quarter.

Reduced
% of reported 13F value 0 This manager · Q2 2025
Shares 0 Quarter-end amount reported
Reported value $0 Fair value at quarter end
Consecutive quarters held 9 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-06-30 32982007
2023-09-30 42077214
2023-12-31 59091079
2024-03-31 58516057
2024-06-30 24943406
2024-09-30 19018015
2024-12-31 0
2025-03-31 7446000
2025-06-30 0
2025-12-31 35793502
2026-03-31 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

11 quarters
Quarterly reported position history for DISC MEDICINE INC COM(DE) held by PERCEPTIVE ADVISORS LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q1 2026 Reduced 0 -450,743 (-100.0%) 0 $0 2026-05-15
Q4 2025 New 450,743 +450,743 (0.0%) 0.64% $35,793,502 2026-02-17
Q2 2025 Reduced 0 -150,000 (-100.0%) 0 $0 2025-08-14
Q1 2025 New 150,000 +150,000 (0.0%) 0.26% $7,446,000 2025-05-15
Q4 2024 Reduced 0 -387,017 (-100.0%) 0 $0 2025-02-14
Q3 2024 Reduced 387,017 -166,420 (-30.1%) 0.4% $19,018,015 2024-11-14
Q2 2024 Reduced 553,437 -386,429 (-41.1%) 0.6% $24,943,406 2024-08-14
Q1 2024 Reduced 939,866 -83,179 (-8.1%) 1.02% $58,516,057 2024-05-15
Q4 2023 Added 1,023,045 +127,404 (14.2%) 1.32% $59,091,079 2024-02-14
Q3 2023 Added 895,641 +152,803 (20.6%) 1.4% $42,077,214 2023-11-14
Q2 2023 New 742,838 +742,838 (0.0%) 0.95% $32,982,007 2023-08-14

Who else reported the position

183 managers reported DISC MEDICINE INC COM(DE) for Q2 2025.

Managers reporting DISC MEDICINE INC COM(DE) in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
FMR LLC Added 3,245,710 +21,329 < 0.01% $171,892,802 11 qtrs
Atlas Venture Life Science Advisors LLC Unchanged 2,384,456 0 19.07% $126,280,790 11 qtrs
BlackRock Inc Reduced 2,044,827 -49,733 < 0.01% $108,294,039 4 qtrs
Frazier Life Sciences Management L P Reduced 1,654,834 -100,000 3.5% $87,640,009 9 qtrs
RA CAPITAL MANAGEMENT L P Unchanged 1,577,106 0 1.41% $83,523,534 2 qtrs
JANUS HENDERSON GROUP PLC Added 1,553,961 +130,702 0.04% $82,250,008 11 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 1,515,625 +157,371 < 0.01% $80,268,000 9 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 1,432,090 -911,409 0.01% $75,843,487 9 qtrs
ORBIMED ADVISORS LLC Unchanged 1,415,020 0 1.88% $74,939,459 11 qtrs
VANGUARD GROUP INC Added 1,396,736 +91,690 < 0.01% $73,971,138 11 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 14, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.