In Q1 2025, Perceptive Advisors held 77 positions worth $2.8B. They initiated 11 new positions and exited 88. Their largest holding was VRNA ($416.7M). Portfolio value shrank -20.3% versus the prior quarter.
Frequently asked questions
What stocks did Perceptive Advisors own in Q1 2025?
Perceptive Advisors held 77 biotech stocks in their 13F portfolio in Q1 2025. Their top positions include VRNA, ACLX, FOLD, EWTX, RYTM. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was Perceptive Advisors's portfolio worth in Q1 2025?
Perceptive Advisors's tracked biotech portfolio was worth $2.8B across 77 positions, with total assets under management of approximately $8B. Portfolio values are based on 13F filings with the SEC.
What did Perceptive Advisors buy in Q1 2025?
Perceptive Advisors initiated 11 new positions in Q1 2025, including BBNX, RGEN, BSX, SION, DXCM and 6 more. They also increased 16 existing positions.
What did Perceptive Advisors sell in Q1 2025?
Perceptive Advisors fully exited 88 positions in Q1 2025, including MLTX, ABBV, ACAD, OLMA, TMCI and 83 more. They also trimmed 25 existing positions.
Is Perceptive Advisors a biotech fund?
Clinical-stage biotech specialist known for deep scientific due diligence and concentrated bets on binary catalysts like FDA approvals and pivotal trial readouts. Edelman and team leverage decades of pattern recognition in drug development to identify asymmetric risk/reward setups.
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