PERCEPTIVE ADVISORS LLC
Q4 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001224962
· CRD 154703
· SEC-registered investment adviser
$3.6B Reported Value Total
PERCEPTIVE ADVISORS reports 30 total accounts under management (AUM). There are 30 discretionary accounts valued at $9,508,525,129, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
29 funds
· $11.7B gross asset value
Hedge Fund: $10.5B · Venture Capital Fund: $713.7M · Private Equity Fund: $480.2M · Other: $14.7M
Source: Form ADV filed 2026-07-13
Reported value
$3.6B
Quarter over quarter
+5.2%
Holdings
94
Top-10 concentration
45.8%
Key People
Form ADV owners & control persons
Joseph Eric Edelman
CHIEF EXECUTIVE OFFICER AND PORTFOLIO MANAGER
Adam Leo Stone
CHIEF INVESTMENT OFFICER
Shmuel Mordechai Cohn
CHIEF FINANCIAL OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 14, 2023 |
| Form | 13F-HR |
| Reported value | $3.6B |
| Positions | 94 |
| Change in reported value | +3.4% |
| New positions | 13 |
| Exited positions | 34 |
| Position turnover | 36.7% |
| Top-10 concentration | 45.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
101 | $6.7B |
|
Q1 2026 13F
Filed May 15, 2026
|
91 | $5.1B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
111 | $5.6B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
90 | $3.5B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
82 | $2.7B |
|
Q1 2025 13F
Filed May 15, 2025
|
86 | $2.8B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
97 | $3.6B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
102 | $4.7B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
107 | $4.2B |
|
Q1 2024 13F
Filed May 15, 2024
|
105 | $5.7B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
97 | $4.5B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
87 | $3.0B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
88 | $3.5B |
|
Q1 2023 13F
Filed May 15, 2023
|
98 | $3.4B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
94 | $3.6B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
113 | $3.4B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
107 | $3.2B |
|
Q1 2022 13F
Filed May 16, 2022
|
131 | $5.0B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
140 | $6.5B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
133 | $6.9B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | FOLD AMICUS THERAPEUTICS INC | $337.5M | 9.48% |
| 2 | AMLX AMYLYX PHARMACEUTICALS INC | $225.0M | 6.32% |
| 3 | MDGL MADRIGAL PHARMACEUTICALS INC | $212.4M | 5.97% |
| 4 | CERE CEREVEL THERAPEUTICS HLDNG I | $205.4M | 5.77% |
| 5 | RXDX PROMETHEUS BIOSCIENCES INC | $133.4M | 3.75% |
| 6 | VRNA VERONA PHARMA PLC | $127.5M | 3.58% |
| 7 | HZNP HORIZON THERAPEUTICS PUB L | $109.2M | 3.07% |
| 8 | MRTX MIRATI THERAPEUTICS INC | $99.3M | 2.79% |
| 9 | LIAN LIANBIO | $94.4M | 2.65% |
| 10 | MDGL P MADRIGAL PHARMACEUTICALS INC | $87.1M | 2.45% |
| 11 | SRPT SAREPTA THERAPEUTICS INC | $84.1M | 2.36% |
| 12 | INBX INHIBRX INC | $81.7M | 2.29% |
| 13 | ACLX ARCELLX INC | $80.5M | 2.26% |
| 14 | ALDX ALDEYRA THERAPEUTICS INC | $79.0M | 2.22% |
| 15 | XENE XENON PHARMACEUTICALS INC | $75.8M | 2.13% |
| 16 | CRNX CRINETICS PHARMACEUTICALS IN | $73.9M | 2.08% |
| 17 | BLU BELLUS HEALTH INC NEW | $73.1M | 2.05% |
| 18 | SWTX SPRINGWORKS THERAPEUTICS INC | $68.1M | 1.91% |
| 19 | NUVL NUVALENT INC | $67.2M | 1.89% |
| 20 | IOVA IOVANCE BIOTHERAPEUTICS INC | $63.7M | 1.79% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.