In Q4 2024, Perceptive Advisors held 83 positions worth $3.5B. They initiated 14 new positions and exited 71. Their largest holding was VRNA ($296.8M). Portfolio value shrank -23.1% versus the prior quarter.
Frequently asked questions
What stocks did Perceptive Advisors own in Q4 2024?
Perceptive Advisors held 83 biotech stocks in their 13F portfolio in Q4 2024. Their top positions include VRNA, ACLX, FOLD, RYTM, NUVL. 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 Q4 2024?
Perceptive Advisors's tracked biotech portfolio was worth $3.5B across 83 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 Q4 2024?
Perceptive Advisors initiated 14 new positions in Q4 2024, including JANX, IKT, PEN, SEPN, DRUG and 9 more. They also increased 11 existing positions.
What did Perceptive Advisors sell in Q4 2024?
Perceptive Advisors fully exited 71 positions in Q4 2024, including CYTK, CBAY, ASND, NAMSW, MLTX and 66 more. They also trimmed 41 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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