Perceptive Advisors13F
Joseph Edelman · Biotech · quarter ending 2026-06-30, filed 2026-08-14 · SEC filing
Stock portfolio
$6.4B
Positions
101
Above their Pivot
53%
New positions
15
New positions this quarter
Sold out completely
Holdings
| Stock | Weight | Value | Last quarter | vs Pivot | Score | Trend | Other whales |
|---|---|---|---|---|---|---|---|
| PRAX Praxis Precision Medicines | 10.6% | $681.6M | no change | -19.7% | 35 | Below its Pivot | 2 |
| SYRE Spyre Therapeutics | 6.0% | $383.5M | added 14% | +26.2% | 47 | Above its Pivot | 1 |
| CELC Celcuity | 5.2% | $334.5M | added 2% | -35.8% | 37 | Below its Pivot | 1 |
| ASND Ascendis Pharma A/S | 4.8% | $310.4M | +2.6% | 67 | Above its Pivot | 2 | |
| RYTM Rhythm Pharmaceuticals | 4.5% | $287.2M | added 9% | -8.4% | 43 | Below its Pivot | 4 |
| ROIV Roivant Sciences | 4.5% | $286.1M | trimmed 2% | +17.1% | 53 | Above its Pivot | 2 |
| RLAY Relay Therapeutics | 4.1% | $263.9M | added 45% | +23.5% | 42 | Above its Pivot | 2 |
| TVTX Travere Therapeutics | 3.3% | $213.2M | trimmed 9% | +8.5% | 27 | Above its Pivot | 1 |
| KARD Kardigan | 3.0% | $195.6M | New buy | — | — | 0 | |
| NUVL Nuvalent | 3.0% | $195.2M | no change | — | — | 2 | |
| EWTX Edgewise Therapeutics | 2.8% | $177.7M | no change | +9.4% | 45 | Above its Pivot | 3 |
| APGE Apogee Therapeutics | 2.7% | $173.6M | trimmed 15% | — | — | 1 | |
| AMLX Amylyx Pharmaceuticals | 2.3% | $149.7M | no change | +38.1% | 47 | Above its Pivot | 0 |
| MGTX Meiragtx | 2.3% | $145.7M | added 4% | -10.2% | 32 | Below its Pivot | 0 |
| ORKA Oruka Therapeutics | 2.0% | $128.0M | trimmed 4% | +18.6% | 43 | Above its Pivot | 2 |
| INBX Inhibrx Biosciences | 1.9% | $123.0M | trimmed 10% | +1.5% | 48 | Above its Pivot | 1 |
| PTGX Protagonist Therapeutics | 1.9% | $120.4M | trimmed 20% | +20.3% | 47 | Above its Pivot | 1 |
| SLDB Solid Biosciences | 1.9% | $118.9M | no change | -22.5% | 34 | Below its Pivot | 1 |
| ZYME Zymeworks | 1.7% | $109.3M | added 19% | +12.5% | 60 | Above its Pivot | 0 |
| TNGX Tango Therapeutics | 1.6% | $105.6M | added 318% | +5.9% | 51 | Above its Pivot | 1 |
| IMTX Immatics N.V | 1.6% | $105.2M | no change | -24.2% | 43 | Below its Pivot | 2 |
| NRIX Nurix Therapeutics | 1.6% | $104.8M | added 16% | +26.8% | 67 | Above its Pivot | 1 |
| BCRX Biocryst Pharmaceuticals | 1.6% | $103.1M | added 39% | -12.2% | 41 | Below its Pivot | 2 |
| RVMD Revolution Medicines | 1.5% | $98.8M | added 104% | +21.2% | 37 | Above its Pivot | 3 |
| AVLN Avalyn Pharmaceuticals | 1.4% | $88.1M | New buy | — | — | 1 | |
| DYN Dyne Therapeutics | 0.9% | $59.7M | trimmed 42% | -19.2% | 51 | Below its Pivot | 2 |
| BIIB Biogen | 0.9% | $59.7M | New buy | +25.7% | 75 | Above its Pivot | 1 |
| IMVT Immunovant | 0.8% | $52.3M | trimmed 15% | -11.1% | 27 | Below its Pivot | 1 |
| UNH Unitedhealth | 0.8% | $48.5M | New buy | +15.8% | 73 | Above its Pivot | 11 |
| IONS Ionis Pharmaceuticals | 0.7% | $44.9M | added 12% | -36.6% | 48 | Below its Pivot | 1 |
| STRO Sutro Biopharma | 0.7% | $43.3M | added 82% | -59.6% | 23 | Below its Pivot | 1 |
| ANRO Alto Neuroscience | 0.7% | $42.5M | trimmed 20% | -8.8% | 40 | Below its Pivot | 0 |
| JAZZ Jazz Pharmaceuticals | 0.6% | $41.0M | no change | -0.7% | 27 | Below its Pivot | 0 |
| CRVS Corvus Pharmaceuticals | 0.6% | $39.9M | added 16% | -26.6% | 48 | Below its Pivot | 2 |
| SION Sionna Therapeutics | 0.6% | $39.8M | added 37% | -88.4% | 20 | Below its Pivot | 4 |
| CTMX Cytomx Therapeutics | 0.6% | $39.1M | added 3% | -40.9% | 40 | Below its Pivot | 1 |
| AORT Artivion | 0.6% | $39.0M | added 6% | -22.1% | 56 | Below its Pivot | 0 |
| XFOR X4 Pharmaceuticals | 0.6% | $37.0M | added 18% | -15.1% | 60 | Below its Pivot | 0 |
| CORT Corcept Therapeutics | 0.5% | $34.6M | added 697% | +16.7% | 17 | Above its Pivot | 1 |
| RGEN Repligen | 0.5% | $33.9M | trimmed 12% | +22.5% | 40 | Above its Pivot | 1 |
| AVR Anteris Technologies Globa | 0.5% | $33.7M | no change | -20.1% | 18 | Below its Pivot | 1 |
| RAPP Rapport Therapeutics | 0.5% | $32.2M | added 15% | -27.4% | 31 | Below its Pivot | 1 |
| DMRA Damora Therapeutics | 0.5% | $31.8M | no change | -17.8% | 55 | Below its Pivot | 2 |
| CRL Charles RIV Labs Intl | 0.5% | $31.8M | New buy | +58.3% | 70 | Above its Pivot | 0 |
| AXSM Axsome Therapeutics | 0.5% | $29.0M | trimmed 21% | -27.5% | 19 | Below its Pivot | 1 |
| DBVT DBV Technologies S | 0.4% | $27.1M | added 71% | -43.1% | 39 | Below its Pivot | 2 |
| IRTC Irhythm | 0.4% | $26.6M | added 113% | -1.9% | 70 | Below its Pivot | 0 |
| ADPT Adaptive Biotechnologies C | 0.4% | $26.1M | added 698% | +31.8% | 30 | Above its Pivot | 1 |
| SABS SAB Biotherapeutics | 0.4% | $25.8M | added 3% | -23.2% | 43 | Below its Pivot | 1 |
| DHR Danaher | 0.4% | $24.8M | New buy | +14.6% | 60 | Above its Pivot | 4 |
| TENX Tenax Therapeutics | 0.4% | $24.7M | added 17% | -83.5% | 39 | Below its Pivot | 0 |
| NAUT Nautilus Biotechnology | 0.3% | $21.8M | trimmed 8% | +54.6% | 74 | Above its Pivot | 0 |
| OBIO Orchestra Biomed | 0.3% | $21.7M | no change | +24.1% | 40 | Above its Pivot | 0 |
| ISRG Intuitive Surgical | 0.3% | $20.6M | trimmed 39% | +3.7% | 77 | Above its Pivot | 5 |
| ANL Adlai Nortye | 0.3% | $20.6M | New buy | -5.3% | 31 | Below its Pivot | 0 |
| CTNM Contineum Therapeutics | 0.3% | $20.6M | no change | -38.8% | 25 | Below its Pivot | 0 |
| NVCT Nuvectis Pharma | 0.3% | $18.4M | New buy | +39.6% | 43 | Above its Pivot | 0 |
| PALI Palisade BIO | 0.3% | $17.6M | trimmed 6% | -28.8% | 42 | Below its Pivot | 1 |
| OMDA Omada Health | 0.3% | $17.3M | no change | +7.6% | 39 | Above its Pivot | 0 |
| LONA Leonabio | 0.3% | $17.1M | no change | -35.9% | 40 | Below its Pivot | 0 |
| EOLS Evolus | 0.3% | $17.1M | added 91% | +12.8% | 41 | Above its Pivot | 0 |
| IVVD Invivyd | 0.2% | $16.1M | trimmed 11% | — | — | 0 | |
| MIRM Mirum Pharmaceuticals | 0.2% | $13.5M | New buy | -18.5% | 48 | Below its Pivot | 2 |
| SRZN Surrozen | 0.2% | $13.1M | added 120% | +2.5% | 41 | Above its Pivot | 1 |
| BBNX Beta Bionics | 0.2% | $13.1M | no change | +28.9% | 51 | Above its Pivot | 0 |
| AXGN Axogen | 0.2% | $11.4M | trimmed 65% | -3.0% | 55 | Below its Pivot | 0 |
| OSCR Oscar Health | 0.2% | $11.4M | New buy | +33.2% | 42 | Above its Pivot | 0 |
| OCS Oculis Holding | 0.2% | $11.2M | added 64% | -58.8% | 40 | Below its Pivot | 0 |
| SPTX Seaport Therapeutics | 0.2% | $10.9M | New buy | — | — | 1 | |
| VRDN Viridian Therapeutics | 0.2% | $10.7M | trimmed 50% | +1.9% | 71 | Above its Pivot | 1 |
| BSX Boston Scientific | 0.2% | $10.7M | New buy | -21.0% | 68 | Below its Pivot | 4 |
| BLLN Billiontoone | 0.2% | $10.4M | trimmed 5% | — | — | 1 | |
| ABVX Abivax | 0.1% | $9.9M | trimmed 77% | -23.4% | 44 | Below its Pivot | 2 |
| NTRA Natera | 0.1% | $9.4M | New buy | +54.4% | 40 | Above its Pivot | 4 |
| ENGN Engene Therapeutics | 0.1% | $8.3M | -65.7% | 32 | Below its Pivot | 0 | |
| RACC Research Alliance | 0.1% | $8.0M | New buy | — | — | 0 | |
| AGMB Agomab Therapeutics | 0.1% | $7.8M | no change | — | — | 0 | |
| CGEM Cullinan Therapeutics | 0.1% | $7.8M | New buy | -8.5% | 38 | Below its Pivot | 0 |
| QURE Uniqure | 0.1% | $7.7M | New buy | -24.3% | 47 | Below its Pivot | 1 |
| MOBI Mobia MED | 0.1% | $7.0M | New buy | — | — | 0 |
Largest 80 of 101 positions. Click any stock for its trend and everyone else who owns it.
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Source: Form 13F-HR on SEC EDGAR. 13Fs are filed up to 45 days after the quarter ends and show only long US-listed positions.