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 Q1 2026 13F filing, Joseph Edelman (managing Perceptive Advisors) reported a public portfolio value of $5.1B with 94 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 PRAX. The top recent sell was CELC.
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, CELCUITY, ASCENDIS PHARMA A/S, ROIVANT SCIENCES, and CENTESSA PHARMACEUTICALS, reported top buys such as PRAXIS PRECISION MEDICINES I, ASCENDIS PHARMA A/S, ROIVANT SCIENCES, and CENTESSA PHARMACEUTICALS, and top sells or reductions such as CELCUITY, RHYTHM PHARMACEUTICALS, NUVALENT, and EDGEWISE THERAPEUTICS.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-05-15; disclosure source SEC 13F.
Joseph Edelman 13F portfolio and latest holdings 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, Perceptive Advisors holdings, or latest 13F changes, 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 69.7% 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.
Joseph Edelman portfolio analytics
the top five positions account for 35.6% of disclosed value; the largest sector exposure is Health Care at 69.7%; reported buy and sell activity implies roughly 100.4% turnover this period; cost-basis P&L across 85 tracked positions averages 159.2% (44/59 currently in profit).
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: 69.7%
- Other: 29.4%
- Information Technology: 0.8%
Data notes
Report date: 2026-03-31
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 Q1 2026 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.
What is Joseph Edelman buying? Latest 13F changes
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 and reported sells or reductions such as CELCUITY, RHYTHM PHARMACEUTICALS, NUVALENT, and EDGEWISE THERAPEUTICS.
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.