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Livermore
Livermore
ZHEN

Paradigm Biocapital Advisors LP

SEC CIK
0001855655
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
29
0 vs. Q3 2023
Portfolio value
$2.13B
+$667.6M (+45.5%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Paradigm Biocapital Advisors LP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NUVLNuvalent, Inc.COM3,858,008$283.9M13.3%+2,219,861+135.5%AddedHistory
ACLXArcellx, Inc.COMMON STOCK3,658,624$203.1M9.5%+705,502+23.9%AddedHistory
ARGXArgenx SESPONSORED ADR422,577$160.8M7.5%+161,134+61.6%AddedHistory
IRONDisc Medicine, Inc.COM2,385,857$137.8M6.5%+1,113,578+87.5%AddedHistory
LEGNLegend Biotech CorpSPONSORED ADS1,894,644$114.0M5.3%−130,836−6.5%ReducedHistory
OLMAOlema Pharmaceuticals, Inc.COM7,903,600$110.9M5.2%+100,000+1.3%AddedHistory
VRDNViridian Therapeutics, Inc.COM4,794,488$104.4M4.9%+1,112,741+30.2%AddedHistory
IMCRImmunocore Holdings plcADS1,453,883$99.3M4.7%+69,197+5.0%AddedHistory
CERECerevel Therapeutics Holdings, Inc.COM2,330,508$98.8M4.6%−202,464−8.0%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM2,127,400$98.0M4.6%+635,565+42.6%AddedHistory
MRTXMirati Therapeutics, Inc.COM1,543,116$90.7M4.2%−125,000−7.5%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM2,312,919$82.3M3.9%+134,182+6.2%AddedHistory
AUTLAutolus Therapeutics plcSPON ADS12,611,335$81.2M3.8%−1,795,447−12.5%ReducedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS3,707,001$67.0M3.1%+64,694+1.8%AddedHistory
AMAMAmbrx Biopharma, Inc.COM4,352,689$62.0M2.9%+864,093+24.8%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM3,176,743$60.5M2.8%+755,000+31.2%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR351,700$44.3M2.1%+351,700NewHistory
ARVNArvinas, Inc.COM931,303$38.3M1.8%+931,303NewHistory
TGTXTG Therapeutics, Inc.COM2,171,419$37.1M1.7%−1,447,596−40.0%ReducedHistory
ZLABZai Lab LtdADR1,091,779$29.8M1.4%−50,604−4.4%ReducedHistory
IMTXImmatics N.V.SHS2,136,339$22.5M1.1%+77,892+3.8%AddedHistory
TARSTarsus Pharmaceuticals, Inc.COM1,025,000$20.8M1.0%+1,025,000NewHistory
CMPSCOMPASS Pathways plcSPONSORED ADS2,265,988$19.8M0.9%+907,279+66.8%AddedHistory
KURAKura Oncology, Inc.COM1,262,828$18.2M0.9%+50,000+4.1%AddedHistory
CRBUCaribou Biosciences, Inc.COM2,923,851$16.8M0.8%−20,662−0.7%ReducedHistory
VORVor Biopharma Inc.COM6,457,293$14.5M0.7%−4,174−0.1%ReducedHistory
CRGXCARGO Therapeutics, Inc.COM333,333$7.72M0.4%+333,333NewHistory
ZNTLZentalis Pharmaceuticals, Inc.COM400,000$6.06M0.3%+400,000NewHistory
JBIOJade Biosciences, Inc.COM143,235$3.24M0.2%+143,235NewHistory

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 Q4 2023
SecurityClassPutsCalls
AMAMAmbrx Biopharma, Inc.COM–$2.14M

Sold out since Q3 2023 (6)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Paradigm Biocapital Advisors LP sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
UTHRUnited Therapeutics CorpCOM307,314$69.4M4.7%History
INCYIncyte CorpCOM912,497$52.7M3.6%History
SNDXSyndax Pharmaceuticals IncCOM2,390,077$34.7M2.4%History
VRNAVerona Pharma plcSPONSORED ADS926,432$15.1M1.0%History
ROIVRoivant Sciences Ltd.SHS1,081,767$12.6M0.9%History
COGTCogent Biosciences, Inc.COM225,605$2.20M0.2%History