Form 13-F position report

DISC MEDICINE INC

Reported by PERCEPTIVE ADVISORS LLC

IRON CUSIP 254604101 Manager CIK 0001224962

First reported at 450,743 shares this quarter.

New
% of reported 13F value 0.64% This manager · Q4 2025
Shares 450,743 Quarter-end amount reported
Reported value $35,793,502 Fair value at quarter end
Consecutive quarters held 1 Through Q4 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 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

211 managers reported DISC MEDICINE INC for Q4 2025.

Managers reporting DISC MEDICINE INC in Q4 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
FMR LLC Added 5,450,222 +515,063 0.02% $432,802,132 13 qtrs
BlackRock Inc Added 2,274,980 +255,697 < 0.01% $180,656,161 6 qtrs
RA CAPITAL MANAGEMENT L P Added 1,976,132 +399,026 1.61% $156,924,642 4 qtrs
VANGUARD GROUP INC Added 1,767,680 +319,621 < 0.01% $140,371,470 13 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 1,698,005 +371,576 0.01% $134,839,000 11 qtrs
JPMorgan Chase & Co Added 1,581,127 +828,248 < 0.01% $125,557,326 13 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 1,518,274 +108,197 0.02% $120,566,138 11 qtrs
Atlas Venture Life Science Advisors LLC Reduced 1,513,875 -628,742 13.9% $120,216,814 13 qtrs
Frazier Life Sciences Management L P Reduced 1,260,000 -178,534 2.69% $100,056,600 11 qtrs
STATE STREET CORPORATION Added 1,187,991 +142,394 < 0.01% $94,338,365 13 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 17, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
450,743
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

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.