Joseph Edelman: Stock Portfolio, Performance and Latest Trades
Perceptive Advisors
13F portfolio value
$6.7B
109 holdings at Q2 2026
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Joseph Edelman's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 10.6% | $106.77 | +147% | $263.55 | No change | |
| 5.95% | $31.23 | +156% | $79.90 | Added +14% | |
Celcuity Inc.CELC | 5.19% | $34.78 | +95.1% | $67.87 | Added +2.2% |
| 4.82% | $233.60 | −4.7% | $222.69 | New | |
| 4.46% | $43.59 | +106% | $89.64 | Added +9.0% | |
| 4.44% | $12.79 | +167% | $34.21 | Reduced −2.4% | |
| 4.10% | $10.42 | +67.1% | $17.41 | Added +45% | |
| 3.31% | $19.92 | +161% | $52.04 | Reduced −9.4% | |
Kardigan Inc.KARD | 3.04% | $23.85 | −40.5% | $14.20 | New |
Nuvalent Inc.670703107 | 3.03% | $51.19 | — | — | No change |
| 2.76% | $22.18 | +76.9% | $39.23 | Reduced −1.1% | |
Apogee Therapeutics Inc.03770N101 | 2.70% | $48.89 | — | — | Reduced −15% |
| 2.32% | $4.60 | +491% | $27.20 | Added +0.6% | |
| 2.26% | $11.62 | −9.6% | $10.50 | Added +4.5% | |
| 1.99% | $16.66 | +364% | $77.28 | Reduced −3.6% | |
| 1.91% | $23.24 | +299% | $92.76 | Reduced −10% | |
| 1.87% | $39.65 | +253% | $139.91 | Reduced −20% | |
| 1.85% | $6.40 | +6.5% | $6.82 | No change | |
Zymeworks Inc.ZYME | 1.70% | $16.96 | +48.9% | $25.26 | Added +19% |
| 1.64% | $21.33 | +5.8% | $22.57 | Added +318% | |
Immatics NVIMTX | 1.63% | $10.91 | −32.4% | $7.37 | No change |
| 1.63% | $14.46 | +53.6% | $22.21 | Added +16% | |
| 1.60% | $7.96 | +4.2% | $8.29 | Added +39% | |
| 1.53% | $123.97 | +51.8% | $188.12 | Added +104% | |
| 1.37% | $28.86 | −10.9% | $25.72 | New | |
| 0.93% | $18.66 | −12.3% | $16.37 | Reduced −42% | |
Biogen Inc.BIIB | 0.93% | $191.29 | +14.2% | $218.43 | New |
Immunovant Inc.IMVT | 0.81% | $25.24 | +19.9% | $30.26 | Reduced −15% |
| 0.75% | $370.65 | +0.1% | $370.95 | New | |
| 0.70% | $78.52 | −44.9% | $43.30 | Added +12% | |
| 0.67% | $23.99 | −36.2% | $15.32 | Added +82% | |
| 0.66% | $16.76 | +43.4% | $24.03 | Reduced −20% | |
| 0.64% | $153.31 | +45.1% | $222.45 | No change | |
| 0.62% | $11.67 | −12.5% | $10.21 | Added +16% | |
| 0.62% | $22.79 | — | — | Added +37% | |
| 0.61% | $2.43 | +1.7% | $2.47 | Added +3.4% | |
Artivion Inc.AORT | 0.61% | $19.73 | +7.5% | $21.21 | Added +6.1% |
| 0.58% | $3.71 | −24.8% | $2.79 | Added +18% | |
| 0.54% | $57.50 | +106% | $118.54 | Added +697% | |
Repligen Corp.RGEN | 0.53% | $140.51 | +16.6% | $163.84 | Reduced −12% |
| 0.52% | $5.66 | +17.1% | $6.63 | No change | |
| 0.50% | $29.90 | −0.2% | $29.85 | Added +15% | |
Damora Therapeutics Inc.36322Q206 | 0.49% | $25.90 | — | — | No change |
| 0.49% | $178.08 | +67.3% | $298.00 | New | |
| 0.45% | $78.46 | +117% | $170.08 | Reduced −21% | |
| 0.42% | $20.05 | −52.4% | $9.55 | Added +71% | |
| 0.41% | $136.29 | −24.7% | $102.60 | Added +113% | |
| 0.41% | $15.40 | +69.4% | $26.09 | Added +698% | |
| 0.40% | $3.90 | −25.8% | $2.89 | Added +3.0% | |
| 0.38% | $181.57 | +19.8% | $217.46 | New | |
| 0.38% | $12.17 | — | — | Added +17% | |
| 0.34% | $6.60 | −72.4% | $1.82 | Reduced −7.6% | |
| 0.34% | $8.01 | −28.5% | $5.73 | No change | |
| 0.32% | $443.22 | −6.3% | $415.41 | Reduced −39% | |
| 0.32% | $12.17 | +27.5% | $15.51 | New | |
| 0.32% | $13.62 | −3.2% | $13.18 | No change | |
| 0.29% | $11.20 | +79.8% | $20.13 | New | |
| 0.27% | $1.92 | −24.6% | $1.45 | Reduced −5.6% | |
| 0.27% | $18.30 | +13.8% | $20.82 | No change | |
Leonabio Inc.LONA | 0.27% | $4.34 | +32.5% | $5.75 | No change |
Evolus Inc.EOLS | 0.27% | $5.35 | +45.8% | $7.80 | Added +91% |
Invivyd Inc.IVVD | 0.25% | $2.08 | −66.3% | $0.70 | Reduced −11% |
Celcuity Inc.Bond15102KAA8 | 0.23% | — | — | — | No change |
| 0.21% | $100.40 | −19.0% | $81.35 | New | |
Surrozen Inc.SRZN | 0.20% | $25.88 | +8.1% | $27.97 | Added +120% |
| 0.20% | $20.65 | −15.6% | $17.43 | Reduced −1.2% | |
Axogen Inc.AXGN | 0.18% | $24.59 | +47.1% | $36.18 | Reduced −65% |
| 0.18% | $21.53 | +53.7% | $33.10 | New | |
| 0.17% | $21.05 | −58.9% | $8.66 | Added +64% | |
| 0.17% | $17.59 | +1.8% | $17.91 | New | |
| 0.17% | $22.93 | −20.0% | $18.34 | Reduced −50% | |
| 0.17% | $54.30 | −22.6% | $42.04 | New | |
| 0.16% | $97.35 | −2.0% | $95.41 | Reduced −5.4% | |
Abivax Sa-AdrABVX | 0.15% | $88.58 | +0.5% | $89.05 | Reduced −77% |
Natera Inc.NTRA | 0.15% | $213.22 | +83.3% | $390.79 | New |
| 0.13% | $1.73 | +2.9% | $1.78 | New | |
| 0.12% | $10.43 | −1.2% | $10.30 | New | |
| 0.12% | $14.16 | −34.9% | $9.22 | No change | |
| 0.12% | $14.85 | +4.1% | $15.46 | New | |
Uniqure NVQURE | 0.12% | $46.06 | −51.1% | $22.54 | New |
| 0.11% | $12.95 | −33.9% | $8.56 | New | |
| 0.10% | $4.74 | — | — | Added +0.0% | |
| 0.10% | $94.57 | +75.1% | $165.56 | Reduced −86% | |
| 0.09% | $12.63 | −43.6% | $7.13 | Reduced −42% | |
| 0.08% | $0.6202 | −9.1% | $0.564 | New | |
| 0.07% | $35.52 | −15.3% | $30.08 | No change | |
| 0.07% | $5.23 | −30.0% | $3.66 | No change | |
| 0.06% | $10.58 | +27.0% | $13.43 | Added +57% | |
| 0.06% | $44.84 | +239% | $152.05 | Reduced −75% | |
| 0.06% | $21.15 | −33.2% | $14.12 | No change | |
| 0.06% | $6.39 | +59.6% | $10.19 | New | |
| 0.06% | $11.92 | −65.7% | $4.09 | No change | |
Biodesix Inc.BDSX | 0.04% | $14.82 | +72.9% | $25.63 | New |
| 0.04% | $0.33 | +2761% | $9.44 | No change | |
| 0.03% | $2.13 | −58.7% | $0.881 | No change | |
| 0.02% | $2.51 | +0.7% | $2.53 | New | |
| 0.02% | $42.00 | −14.9% | $35.74 | No change | |
| 0.01% | $7.55 | +36.9% | $10.33 | Reduced −76% | |
| 0.01% | $2.96 | +136% | $6.98 | Reduced −51% | |
Exagen Inc.XGN | 0.01% | $3.87 | +111% | $8.17 | No change |
| 0.00% | $8.14 | −94.4% | $0.458 | No change | |
Surrozen Inc.86889P117 | 0.00% | $1.15 | — | — | No change |
Joseph Edelman's options
As of Q2 2026. Value = shares the options cover.
| Company | Type | Value of shares covered | Last quarter |
|---|---|---|---|
Moderna Inc.MRNA | Put · bet on a fall or hedge | $70M | No change |
| Put · bet on a fall or hedge | $47.5M | New | |
Eyepoint Inc.EYPT | Put · bet on a fall or hedge | $28.6M | New |
| Call · bet on a rise | $24.1M | New | |
| Put · bet on a fall or hedge | $22.1M | New | |
| Put · bet on a fall or hedge | $16.9M | New | |
| Put · bet on a fall or hedge | $12M | New | |
| Call · bet on a rise | — | Sold out |
Joseph Edelman's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
Lianbio-AdrLIANY | Sold out | −57,558,451 | — |
| Added +61% | +7,293,576 | $285.6M | |
Fusion Pharmaceuticals Inc.36118A100 | Added +148% | +4,074,000 | $145.5M |
Cymabay Therapeutics Inc.23257D103 | Sold out | −4,024,400 | — |
Apogee Therapeutics Inc.03770N101 | Added +13% | +232,494 | $136.9M |
| New | +994,098 | $81.5M | |
| Added +184% | +278,802 | $114.8M | |
| Added +197% | +533,615 | $110.9M | |
| Added +98% | +3,410,713 | $92M | |
Intra-Cellular Therapies Inc.46116X101 | Added +877% | +947,355 | $73M |
Vaxcyte Inc.PCVX | Added +78% | +844,273 | $132M |
Astria Therapeutics Inc.04635X102 | Added +62% | +2,481,350 | $91.2M |
CG Oncology Inc.CGON | New | +1,304,105 | $57.3M |
| New | +821,589 | $50.1M | |
Rayzebio Inc.75525N107 | Sold out | −744,056 | — |
| Added +46% | +452,911 | $124.6M | |
| Added +52% | +1,114,469 | $141.6M | |
Rapt Therapeutics Inc.75382E109 | Reduced −43% | −916,478 | $11M |
| Reduced −1.9% | −50,000 | $97M | |
| Added +96% | +3,924,751 | $54.4M | |
Springworks Therapeutics Inc.85205L107 | Added +16% | +305,216 | $111.4M |
Artivion Inc.AORT | Added +187% | +1,737,626 | $56.5M |
Evolus Inc.EOLS | Added +45% | +1,790,374 | $80.6M |
Arvinas Inc.ARVN | Added +249% | +882,521 | $51M |
| Added +318% | +1,764,091 | $42.3M | |
Centessa Pharmaceuticals-Adr152309100 | New | +3,083,307 | $34.8M |
| New | +3,324,468 | $30.3M | |
Celcuity Inc.CELC | Added +59% | +880,979 | $51M |
| New | +245,205 | $28.4M | |
| Reduced −19% | −336,900 | $43.7M | |
| Reduced −84% | −1,569,125 | $852K | |
| Added +111% | +1,926,887 | $64M | |
| Added +16% | +73,810 | $68.1M | |
Crinetics Pharmaceuticals In22663K107 | Added +18% | +220,691 | $69.1M |
| Added +85% | +46,800 | $40.6M | |
Arcellx Inc.03940C100 | Reduced −13% | −611,253 | $273.6M |
Pepgen Inc.PEPG | New | +1,410,438 | $20.7M |
| Added +159% | +611,063 | $28.8M | |
Disc Medicine Inc.PutIRON | New | +300,000 | $18.7M |
Abbvie Inc.ABBV | Reduced −55% | −131,500 | $19.4M |
Engene Holdings Inc.29286M105 | New | +998,888 | $16.9M |
Livanova PLCLIVN | New | +299,000 | $16.7M |
Ascendis Pharma A/S04351P101 | Sold out | −132,176 | — |
| Reduced −2.7% | −104,638 | $60.5M | |
| Reduced −14% | −286,398 | $29.3M | |
Natera Inc.NTRA | Reduced −11% | −93,000 | $69.3M |
| Added +137% | +2,499,578 | $27.6M | |
| Sold out | −534,942 | — | |
| Added +84% | +1,054,549 | $30.1M | |
Akero Therapeutics Inc.00973Y108 | Added +43% | +419,696 | $35M |
| Reduced −19% | −208,540 | $38.4M | |
| Added +311% | +256,614 | $17M | |
Immatics NVIMTX | Added +31% | +1,090,909 | $48.2M |
| Sold out | −1,111,870 | — | |
| New | +210,659 | $10.4M | |
| New | +867,319 | $8.9M | |
| Added +4.7% | +113,792 | $13.4M | |
Cerevel Therapeutics Holding15678U128 | Reduced −1.6% | −170,317 | $456.3M |
Morphic Holding Inc.61775R105 | Added +406% | +231,241 | $10.1M |
| Sold out | −539,831 | — | |
| New | +750,000 | $7.4M | |
| New | +415,000 | $7.4M | |
Axogen Inc.AXGN | Added +92% | +745,549 | $12.5M |
Terns Pharmaceuticals Inc.880881107 | Sold out | −1,075,000 | — |
| New | +480,483 | $6.5M | |
Regenxbio Inc.RGNX | Sold out | −342,408 | — |
| Added +86% | +309,159 | $11M | |
Kalvista Pharmaceuticals Inc.483497103 | New | +500,000 | $5.9M |
Nuvalent Inc.670703107 | Reduced −4.6% | −134,537 | $209M |
Immunitybio Inc.IBRX | New | +1,052,887 | $5.7M |
| Added +6.5% | +67,322 | $88.2M | |
| New | +500,000 | $5.2M | |
Amylyx Pharmaceuticals Inc.CallAMLX | New | +1,679,125 | $4.8M |
| Added +28% | +195,926 | $14.7M | |
| New | +175,000 | $4.1M | |
Absci Corp.ABSI | New | +700,000 | $4M |
| New | +150,000 | $3.7M | |
Trinity Biotech PLC896438504 | New | +1,800,000 | $3.7M |
| Sold out | −400,000 | — | |
| Reduced −24% | −199,997 | $19.9M | |
| Reduced −97% | −1,850,000 | $4.7M | |
Immunovant Inc.CallIMVT | New | +100,000 | $3.2M |
| Sold out | −101,000 | — | |
Revance Therapeutics Inc.761330109 | New | +600,000 | $3M |
Agios Pharmaceuticals Inc.CallAGIO | New | +100,000 | $2.9M |
| Added +5.5% | +93,670 | $48.5M | |
| Added +0.3% | +11,404 | $77M | |
| Sold out | −30,317 | — | |
Immunovant Inc.IMVT | Added +27% | +635,130 | $95.7M |
Kronos Bio Inc.50107A104 | Sold out | −1,752,745 | — |
Caremax Inc.14171W103 | Sold out | −3,679,284 | — |
Novavax Inc.PutNVAX | Reduced −50% | −700,000 | $3.3M |
Ambrx Biopharma Inc.641871108 | Sold out | −78,811 | — |
| New | +48,200 | $1M | |
| Reduced −21% | −239,625 | $5.9M | |
| New | +116,754 | $624.6K | |
Caremax Inc.14171W202 | New | +122,643 | $591.1K |
| Reduced −8.1% | −83,179 | $58.5M | |
Macrogenics Inc.MGNX | Reduced −38% | −233,605 | $5.6M |
| Sold out | −44,971 | — | |
Bioatla Inc.09077B104 | Sold out | −73,000 | — |
Vbi Vaccines Inc.91822J202 | Reduced −8.7% | −119,645 | $757K |
Eyepoint Inc.PutEYPT | Sold out | −750,000 | — |
Joseph Edelman's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Health Care | 92% |
| Other | 6.2% |
| Financials | 0.9% |
| Technology | 0.7% |
| Industrials | 0.5% |
Portfolio performance: Joseph Edelman vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | −27.7% | −6.3% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 41% of the portfolio value on average; the rest is left out of the return.
Joseph Edelman's most traded stocks
Quarters with a buy or a sell, all reports since Q2 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 22 | 26 | |
| 16 | 19 | |
| 20 | 14 | |
| 18 | 12 | |
| 19 | 9 | |
| 13 | 15 | |
| 14 | 13 | |
| 21 | 6 | |
| 12 | 15 | |
| 8 | 17 | |
| 12 | 13 | |
| 10 | 15 | |
| 16 | 9 | |
| 9 | 15 | |
| 9 | 15 |