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Livermore
Livermore
ZHEN

Paradigm Biocapital Advisors LP

SEC CIK
0001855655
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
29
0 vs. Q2 2023
Portfolio value
$1.47B
+$230.4M (+18.6%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Paradigm Biocapital Advisors LP in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
LEGNLegend Biotech CorpSPONSORED ADS2,025,480$136.1M9.3%+219,763+12.2%AddedHistory
ARGXArgenx SESPONSORED ADR261,443$128.5M8.8%+119,184+83.8%AddedHistory
ACLXArcellx, Inc.COMMON STOCK2,953,122$106.0M7.2%+606,122+25.8%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM7,803,600$96.4M6.6%+4,072,554+109.2%AddedHistory
NUVLNuvalent, Inc.COM1,638,147$75.3M5.1%+517,682+46.2%AddedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS3,642,307$73.2M5.0%+1,656,877+83.5%AddedHistory
MRTXMirati Therapeutics, Inc.COM1,668,116$72.7M5.0%+224,354+15.5%AddedHistory
IMCRImmunocore Holdings plcADS1,384,686$71.9M4.9%+114,562+9.0%AddedHistory
UTHRUnited Therapeutics CorpCOM307,314$69.4M4.7%+68,926+28.9%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM2,178,737$64.8M4.4%+783,735+56.2%AddedHistory
IRONDisc Medicine, Inc.COM1,272,279$59.8M4.1%+1,272,279NewHistory
VRDNViridian Therapeutics, Inc.COM3,681,747$56.5M3.9%+1,266,491+52.4%AddedHistory
CERECerevel Therapeutics Holdings, Inc.COM2,532,972$55.3M3.8%+664,026+35.5%AddedHistory
INCYIncyte CorpCOM912,497$52.7M3.6%−469,214−34.0%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM1,491,835$51.0M3.5%+502,508+50.8%AddedHistory
AMAMAmbrx Biopharma Cayman, Inc.SPONSORED ADS3,488,596$40.1M2.7%+1,838,097+111.4%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM2,390,077$34.7M2.4%−34,055−1.4%ReducedHistory
AUTLAutolus Therapeutics plcSPON ADS14,406,782$33.6M2.3%+5,189,632+56.3%AddedHistory
TGTXTG Therapeutics, Inc.COM3,619,015$30.3M2.1%+3,619,015NewHistory
ZLABZai Lab LtdADR1,142,383$27.8M1.9%+277,086+32.0%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM2,421,743$27.7M1.9%−2,218−0.1%ReducedHistory
IMTXImmatics N.V.SHS2,058,447$23.8M1.6%+73,634+3.7%AddedHistory
VRNAVerona Pharma plcSPONSORED ADS926,432$15.1M1.0%+32,571+3.6%AddedHistory
CRBUCaribou Biosciences, Inc.COM2,944,513$14.1M1.0%+2,944,513NewHistory
VORVor Biopharma Inc.COM6,461,467$13.7M0.9%00.0%UnchangedHistory
ROIVRoivant Sciences Ltd.SHS1,081,767$12.6M0.9%+1,081,767NewHistory
KURAKura Oncology, Inc.COM1,212,828$11.1M0.8%+207,920+20.7%AddedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS1,358,709$10.1M0.7%+1,358,709NewHistory
COGTCogent Biosciences, Inc.COM225,605$2.20M0.2%+225,605NewHistory

Options (2)

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 Q3 2023
SecurityClassPutsCalls
ETNB89bio, Inc.COM–$5.08M
AMAMAmbrx Biopharma Cayman, Inc.SPONSORED ADS–$2.41M

Sold out since Q2 2023 (6)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Paradigm Biocapital Advisors LP sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
KRTXKaruna Therapeutics, Inc.COM283,605$61.5M5.0%History
ONCBeOne Medicines Ltd.ADR216,093$38.5M3.1%History
VIRVir Biotechnology, Inc.COM1,014,239$24.9M2.0%History
MDGLMadrigal Pharmaceuticals, Inc.COM85,000$19.6M1.6%History
MLTXMoonLake ImmunotherapeuticsCLASS A ORD369,615$18.9M1.5%History
THRXTheseus Pharmaceuticals, Inc.COM1,950,327$18.2M1.5%History