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Livermore
Livermore
ZHEN

Paradigm Biocapital Advisors LP

SEC CIK
0001855655
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
29
+4 vs. Q1 2023
Portfolio value
$1.24B
+$180.5M (+17.1%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Paradigm Biocapital Advisors LP in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
LEGNLegend Biotech CorpSPONSORED ADS1,805,717$124.6M10.1%+295,393+19.6%AddedHistory
INCYIncyte CorpCOM1,381,711$86.0M7.0%+120,000+9.5%AddedHistory
IMCRImmunocore Holdings plcADS1,270,124$76.2M6.2%+143,868+12.8%AddedHistory
ACLXArcellx, Inc.COMMON STOCK2,347,000$74.2M6.0%+589,221+33.5%AddedHistory
KRTXKaruna Therapeutics, Inc.COM283,605$61.5M5.0%+283,605NewHistory
CERECerevel Therapeutics Holdings, Inc.COM1,868,946$59.4M4.8%+273,747+17.2%AddedHistory
VRDNViridian Therapeutics, Inc.COM2,415,256$57.5M4.6%+329,558+15.8%AddedHistory
ARGXArgenx SESPONSORED ADR142,259$55.4M4.5%−38,913−21.5%ReducedHistory
UTHRUnited Therapeutics CorpCOM238,388$52.6M4.3%+26,496+12.5%AddedHistory
MRTXMirati Therapeutics, Inc.COM1,443,762$52.2M4.2%+46,983+3.4%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM2,424,132$50.7M4.1%+149,620+6.6%AddedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS1,985,430$50.7M4.1%+168,649+9.3%AddedHistory
NUVLNuvalent, Inc.COM1,120,465$47.3M3.8%+1,120,465NewHistory
ONCBeOne Medicines Ltd.ADR216,093$38.5M3.1%+32,081+17.4%AddedHistory
XENEXenon Pharmaceuticals Inc.COM989,327$38.1M3.1%+338,259+52.0%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM3,731,046$33.7M2.7%+1,348,669+56.6%AddedHistory
AMAMAmbrx Biopharma Cayman, Inc.SPONSORED ADS1,650,499$27.2M2.2%+1,650,499NewHistory
CRNXCrinetics Pharmaceuticals, Inc.COM1,395,002$25.1M2.0%+261,220+23.0%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM2,423,961$24.9M2.0%+106,327+4.6%AddedHistory
VIRVir Biotechnology, Inc.COM1,014,239$24.9M2.0%+1,014,239NewHistory
ZLABZai Lab LtdADR865,297$24.0M1.9%+84,739+10.9%AddedHistory
IMTXImmatics N.V.SHS1,984,813$22.9M1.9%+1,984,813NewHistory
AUTLAutolus Therapeutics plcSPON ADS9,217,150$21.9M1.8%+9,217,150NewHistory
VORVor Biopharma Inc.COM6,461,467$20.0M1.6%−16,532−0.3%ReducedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM85,000$19.6M1.6%+85,000NewHistory
VRNAVerona Pharma plcSPONSORED ADS893,861$18.9M1.5%−68,500−7.1%ReducedHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD369,615$18.9M1.5%+369,615NewHistory
THRXTheseus Pharmaceuticals, Inc.COM1,950,327$18.2M1.5%+445,000+29.6%AddedHistory
KURAKura Oncology, Inc.COM1,004,908$10.6M0.9%+1,004,908NewHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Paradigm Biocapital Advisors LP in Q2 2023
SecurityClassPutsCalls
ARGXArgenx SESPONSORED ADR$58.5M–

Sold out since Q1 2023 (5)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Paradigm Biocapital Advisors LP sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
BIIBBiogen Inc.COM349,593$97.2M9.2%History
SGENSeagen Inc.COM281,969$57.1M5.4%History
KROSKeros Therapeutics, Inc.COM930,752$39.7M3.8%History
ASNDAscendis Pharma A/SSPONSORED ADR350,866$37.6M3.6%History
PSTXPoseida Therapeutics, Inc.COM1,072,410$3.30M0.3%History