Joseph Edelman
Perceptive Advisors
Value
5.6B
Stocks
115 Stocks (39 new)
Turnover
24.65%
CIK
1224962
Top Holdings
PRAX(10.51%) CELC(5.63%) RYTM(4.87%) ASND(4.12%) APGE(3.14%)
About Investor
Established investor leading Perceptive Advisors, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Joseph Edelman Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| PRAX | - | PRAXIS PRECISION MEDICINES I | Health Care | 588.3M | 2.0M | 10.5% | 431,432 | 27.6% | 9,085.6M |
| CELC | - | CELCUITY INC | Health Care | 315.2M | 3.2M | 5.6% | 203,881 | 6.9% | 4,867.7M |
| RYTM | - | RHYTHM PHARMACEUTICALS INC | Health Care | 272.6M | 2.5M | 4.9% | 107,422 | 4.4% | 6,766.4M |
| ASND | - | ASCENDIS PHARMA A/S | Health Care | 230.6M | 1.1M | 4.1% | -7,080 | -0.7% | 13,897.1M |
| APGE | - | APOGEE THERAPEUTICS INC | Health Care | 175.9M | 2.3M | 3.1% | 978,662 | 72.4% | 4,776.6M |
| ROIV | - | ROIVANT SCIENCES LTD | Health Care | 173.3M | 8.0M | 3.1% | 617,000 | 8.4% | 19,706.8M |
| NUVL | - | NUVALENT INC | Health Care | 167.5M | 1.7M | 3.0% | 102,769 | 6.6% | 7,940.1M |
| TVTX | - | TRAVERE THERAPEUTICS INC | Health Care | 163.5M | 4.3M | 2.9% | 483,565 | 12.7% | 2,499.0M |
| XBI | Put | SPDR SERIES TRUST | Other | 134.1M | 1.1M | 2.4% | 1,100,000 | New Buy | 8,336.2M |
| EXAS | - | EXACT SCIENCES CORP | Health Care | 121.9M | 1.2M | 2.2% | 735,000 | 157.9% | 19,632.7M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
XBI
Spdr Series Tru...
|
Put | $134.1M | 1M | - | 2.40% | New |
|
BSX
Boston Scientif...
|
- | $67.5M | 669K | 215.8% | 1.67% | Increased |
|
IVVD
Invivyd Inc
|
- | $53.8M | 22M | - | 0.96% | New |
|
DHR
Danaher Corpora...
|
- | $45.8M | 200K | - | 0.82% | New |
|
APGE
Apogee Therapeu...
|
- | $36.6M | 979K | 72.4% | 3.14% | Increased |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
ACLX
Arcellx Inc
|
- | $65.7M | 1M | -40.6% | 1.71% | Decreased |
|
MRUS
Merus N V
|
- | $57.0M | 1M | - | 0.00% | Sold Out |
|
INSM
Insmed Inc
|
- | $53.6M | 702K | - | 0.00% | Sold Out |
|
PEN
Penumbra Inc
|
- | $29.4M | 110K | -49.9% | 0.61% | Decreased |
|
MGTX
Meiragtx Hldgs ...
|
- | $15.6M | 2M | -18.2% | 1.47% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Other | 1.0% | 2.4% | +1.4% |
| Health Care | 98.9% | 97.6% | -1.3% |
| Financials | 0.2% | 0.0% | -0.2% |
