Joseph Edelman Holdings 13F: Latest Perceptive Advisors Portfolio Changes
Perceptive Advisors. Biotech-focused hedge fund (~$5.6B AUM). Life sciences specialist.
As of the latest Q2 2026 13F filing, Joseph Edelman (managing Perceptive Advisors) reported a public portfolio value of $6.7B with 109 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was SYRE. The top recent sell was ASND.
Open interactive portfolioLatest 13F portfolio changes
Joseph Edelman holdings 13F summary: the latest Perceptive Advisors portfolio changes show top holdings including PRAXIS PRECISION MEDICINES I, SPYRE THERAPEUTICS, CELCUITY, ASCENDIS PHARMA A/S, and RHYTHM PHARMACEUTICALS, reported top buys such as SPYRE THERAPEUTICS, CELCUITY, ASCENDIS PHARMA A/S, and RHYTHM PHARMACEUTICALS, and top sells or reductions such as ASCENDIS PHARMA A/S, ROIVANT SCIENCES, TRAVERE THERAPEUTICS, and CENTESSA PHARMACEUTICALS.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-14; disclosure source SEC 13F.
Joseph Edelman 13F portfolio and latest holdings overview
Joseph Edelman's Q2 2026 13F holdings show Perceptive Advisors reporting 109 positions with a disclosed portfolio value of $6.7B. For readers searching Joseph Edelman 13F holdings, Joseph Edelman portfolio, Perceptive Advisors holdings, or latest 13F changes, the latest top holdings include PRAXIS PRECISION MEDICINES I, SPYRE THERAPEUTICS, CELCUITY, ASCENDIS PHARMA A/S, and RHYTHM PHARMACEUTICALS.
The three largest reported positions add up to roughly 21.7%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Health Care at 70.3% 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 SPYRE THERAPEUTICS, CELCUITY, ASCENDIS PHARMA A/S, RHYTHM PHARMACEUTICALS, and RELAY THERAPEUTICS and reported reductions or exits such as ASCENDIS PHARMA A/S, ROIVANT SCIENCES, TRAVERE THERAPEUTICS, CENTESSA PHARMACEUTICALS, and EDGEWISE THERAPEUTICS. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-06-30, filing date 2026-08-14, SEC accession 0001012975-26-000777. 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.
Joseph Edelman portfolio analytics
the top five positions account for 31.0% of disclosed value; the largest sector exposure is Health Care at 70.3%; reported buy and sell activity implies roughly 86.4% turnover this period; cost-basis P&L across 100 tracked positions averages 168.5% (55/70 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| PRAX whale holders PRAXIS PRECISION MEDICINES I | $681.6M | 10.6% | Held |
| SYRE whale holders SPYRE THERAPEUTICS INC | $383.5M | 6.0% | Increased |
| CELC whale holders CELCUITY INC | $334.5M | 5.2% | Increased |
| ASND whale holders ASCENDIS PHARMA A/S | $310.4M | 4.8% | New |
| RYTM whale holders RHYTHM PHARMACEUTICALS INC | $287.2M | 4.5% | Increased |
| ROIV whale holders ROIVANT SCIENCES LTD | $286.1M | 4.4% | Reduced |
| RLAY whale holders RELAY THERAPEUTICS INC | $263.9M | 4.1% | Increased |
| TVTX whale holders TRAVERE THERAPEUTICS INC | $213.2M | 3.3% | Reduced |
| KARD whale holders KARDIGAN INC | $195.6M | 3.0% | New |
| NUVL whale holders NUVALENT INC | $195.2M | 3.0% | Held |
Top buys
- SYRE whale holders — SPYRE THERAPEUTICS INC ($383.5M)
- CELC whale holders — CELCUITY INC ($334.5M)
- ASND whale holders — ASCENDIS PHARMA A/S ($310.4M)
- RYTM whale holders — RHYTHM PHARMACEUTICALS INC ($287.2M)
- RLAY whale holders — RELAY THERAPEUTICS INC ($263.9M)
- KARD whale holders — KARDIGAN INC ($195.6M)
Top sells
- ASND whale holders — ASCENDIS PHARMA A/S ($350.3M)
- ROIV whale holders — ROIVANT SCIENCES LTD ($286.1M)
- TVTX whale holders — TRAVERE THERAPEUTICS INC ($213.2M)
- CNTA whale holders — CENTESSA PHARMACEUTICALS PLC ($208.9M)
- EWTX whale holders — EDGEWISE THERAPEUTICS INC ($177.7M)
- APGE whale holders — APOGEE THERAPEUTICS INC ($173.6M)
Allocation
- Health Care: 70.3%
- Other: 28.7%
- Information Technology: 0.9%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
SEC 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
Joseph Edelman 13F Holdings
The Q2 2026 13F profile for Joseph Edelman and Perceptive Advisors shows 109 reported positions, $6.7B in disclosed portfolio value, and top holdings including PRAXIS PRECISION MEDICINES I, SPYRE THERAPEUTICS, CELCUITY, ASCENDIS PHARMA A/S, and RHYTHM PHARMACEUTICALS.
What is Joseph Edelman buying? Latest 13F changes
The latest tracked change data for Joseph Edelman highlights reported buys such as SPYRE THERAPEUTICS, CELCUITY, ASCENDIS PHARMA A/S, and RHYTHM PHARMACEUTICALS and reported sells or reductions such as ASCENDIS PHARMA A/S, ROIVANT SCIENCES, TRAVERE THERAPEUTICS, and CENTESSA PHARMACEUTICALS.
Perceptive Advisors top holdings
Perceptive Advisors top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Joseph Edelman buys and sells
Use the top buys and top sells sections above to compare Joseph Edelman's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
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 for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.