In Q2 2023, Perceptive Advisors held 65 positions worth $3.0B. They initiated 8 new positions and exited 9. Their largest holding was FOLD ($347.4M). Portfolio value grew +10.4% versus the prior quarter.
Frequently asked questions
What stocks did Perceptive Advisors own in Q2 2023?
Perceptive Advisors held 65 biotech stocks in their 13F portfolio in Q2 2023. Their top positions include FOLD, CERE, LIANY, ACLX, AMLX. 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 Q2 2023?
Perceptive Advisors's tracked biotech portfolio was worth $3.0B across 65 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 Q2 2023?
Perceptive Advisors initiated 8 new positions in Q2 2023, including MDT, IRON, ILMN, ARGX, AXSM and 3 more. They also increased 18 existing positions.
What did Perceptive Advisors sell in Q2 2023?
Perceptive Advisors fully exited 9 positions in Q2 2023, including SNYNF, PRTO, RXDX, LRMR, ISRG and 4 more. They also trimmed 22 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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