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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Joseph Edelman
✓ VerifiedInstitutional Investor • Perceptive Advisors
Value
$5.6B
Stocks
47 Stocks (1 new)
Turnover
5.0%
Top Holdings
PRAX(11.96%) SYRE(6.73%) CELC(5.87%) ASND(5.44%) RYTM(5.04%)
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
Investment philosophy details pending verification.
Joseph Edelman Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| PRAX | None | Praxis Precision Medicines, Inc. | General | $681.6M | 0 | 12.0% | 0 | No Change |
| SYRE | None | Spyre Therapeutics, Inc. | General | $383.5M | 0 | 6.7% | 0 | No Change |
| CELC | None | Celcuity Inc. | Health Care | $334.5M | 0 | 5.9% | 0 | No Change |
| ASND | None | Ascendis Pharma A/S | Health Care | $310.4M | 0 | 5.4% | 0 | +100.0% |
| RYTM | None | Rhythm Pharmaceuticals, Inc. | Healthcare | $287.2M | 0 | 5.0% | 0 | No Change |
| ROIV | None | Roivant Sciences Ltd. | Health Care | $286.1M | 0 | 5.0% | 0 | No Change |
| RLAY | None | RELAY THERAPEUTICS INC | General | $263.9M | 0 | 4.6% | 0 | No Change |
| TVTX | None | Travere Therapeutics, Inc. | Health Care | $213.2M | 0 | 3.7% | 0 | No Change |
| NUVL | None | Nuvalent | General | $195.2M | 0 | 3.4% | 0 | No Change |
| EWTX | None | Edgewise Therapeutics, Inc. | General | $177.7M | 0 | 3.1% | 0 | No Change |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| ASNDAscendis Pharma A/S | $310.4M | +100.0% | 5.4% | New |
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| ASCBAscendis Pharma A/S | $310.4M | -100.0% | 0.0% | Sold Out |
13F Sector Breakdown
General62.2%
Health Care29.2%
Healthcare7.8%
Industrials0.8%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 28 | $3544.3M | 62.2% |
| Health Care | 15 | $1663.9M | 29.2% |
| Healthcare | 3 | $445.6M | 7.8% |
| Industrials | 1 | $47.5M | 0.8% |