Joseph Edelman 13F Holdings
Perceptive Advisors. Biotech-focused hedge fund (~$5.6B AUM). Life sciences specialist.
As of the latest Q1 2026 filing, Joseph Edelman (managing Perceptive Advisors) reported a public portfolio value of $5.1B with 94 positions. The top recent buy was PRAX. The top recent sell was CELC.
Open interactive portfolioJoseph Edelman 13F portfolio overview
Joseph Edelman's Q1 2026 13F holdings show Perceptive Advisors reporting 94 positions with a disclosed portfolio value of $5.1B. For readers searching Joseph Edelman 13F holdings, Joseph Edelman portfolio, or Perceptive Advisors holdings, the latest top holdings include PRAXIS PRECISION MEDICINES I, CELCUITY, ASCENDIS PHARMA A/S, ROIVANT SCIENCES, and CENTESSA PHARMACEUTICALS.
The three largest reported positions add up to roughly 27.0%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Health Care at 70.1% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as PRAXIS PRECISION MEDICINES I, ASCENDIS PHARMA A/S, ROIVANT SCIENCES, CENTESSA PHARMACEUTICALS, and SPYRE THERAPEUTICS and reported reductions or exits such as CELCUITY, RHYTHM PHARMACEUTICALS, NUVALENT, EDGEWISE THERAPEUTICS, and PROTAGONIST THERAPEUTICS. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-05-15, SEC accession 0001012975-26-000443. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| PRAX whale holders PRAXIS PRECISION MEDICINES I | $656.0M | 13.0% | Increased |
| CELC whale holders CELCUITY INC | $356.9M | 7.1% | Reduced |
| ASND whale holders ASCENDIS PHARMA A/S | $350.3M | 6.9% | Increased |
| ROIV whale holders ROIVANT SCIENCES LTD | $229.5M | 4.5% | Increased |
| CNTA whale holders CENTESSA PHARMACEUTICALS PLC | $208.9M | 4.1% | Increased |
| RYTM whale holders RHYTHM PHARMACEUTICALS INC | $206.4M | 4.1% | Reduced |
| SYRE whale holders SPYRE THERAPEUTICS INC | $190.8M | 3.8% | Increased |
| NUVL whale holders NUVALENT INC | $161.9M | 3.2% | Reduced |
| EWTX whale holders EDGEWISE THERAPEUTICS INC | $139.4M | 2.8% | Reduced |
| PTGX whale holders PROTAGONIST THERAPEUTICS INC | $129.7M | 2.6% | Reduced |
Top buys
- PRAX whale holders — PRAXIS PRECISION MEDICINES I ($656.0M)
- ASND whale holders — ASCENDIS PHARMA A/S ($350.3M)
- ROIV whale holders — ROIVANT SCIENCES LTD ($229.5M)
- CNTA whale holders — CENTESSA PHARMACEUTICALS PLC ($208.9M)
- SYRE whale holders — SPYRE THERAPEUTICS INC ($190.8M)
- RLAY whale holders — RELAY THERAPEUTICS INC ($97.0M)
Top sells
- CELC whale holders — CELCUITY INC ($356.9M)
- RYTM whale holders — RHYTHM PHARMACEUTICALS INC ($206.4M)
- NUVL whale holders — NUVALENT INC ($161.9M)
- EWTX whale holders — EDGEWISE THERAPEUTICS INC ($139.4M)
- PTGX whale holders — PROTAGONIST THERAPEUTICS INC ($129.7M)
- APGE whale holders — APOGEE THERAPEUTICS INC ($129.7M)
Allocation
- Health Care: 70.1%
- Other: 23.8%
- Energy: 3.2%
- Industrials: 2.2%
- Information Technology: 0.8%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
What is Joseph Edelman buying?
The latest tracked change data for Joseph Edelman highlights reported buys such as PRAXIS PRECISION MEDICINES I, ASCENDIS PHARMA A/S, ROIVANT SCIENCES, and CENTESSA PHARMACEUTICALS. Because 13F data is historical, use it as a research trail rather than a live trade alert.
Joseph Edelman 13F portfolio
The Q1 2026 SEC 13F profile for Joseph Edelman and Perceptive Advisors shows 94 reported positions, $5.1B in disclosed portfolio value, and top holdings including PRAXIS PRECISION MEDICINES I, CELCUITY, ASCENDIS PHARMA A/S, ROIVANT SCIENCES, and CENTESSA PHARMACEUTICALS.
Perceptive Advisors holdings
Perceptive Advisors holdings are summarized from public disclosures with reported values, weights, top buys, top sells, and filing metadata where available.
How delayed is Joseph Edelman's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide.