Paradigm Biocapital Advisors LP
- SEC CIK
- 0001855655
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 34
- +5 vs. Q4 2023
- Portfolio value
- $2.84B
- +$707.0M (+33.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NUVLNuvalent, Inc. | COM | 4,177,830 | $313.7M | 11.0% | +319,822+8.3% | Added | History |
| ACLXArcellx, Inc. | COMMON STOCK | 3,818,095 | $265.5M | 9.3% | +159,471+4.4% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 552,120 | $217.4M | 7.7% | +129,543+30.7% | Added | History |
| IRONDisc Medicine, Inc. | COM | 2,389,902 | $148.8M | 5.2% | +4,045+0.2% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,124,749 | $146.3M | 5.1% | +811,830+35.1% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 1,078,346 | $139.6M | 4.9% | +1,078,346 | New | History |
| IMCRImmunocore Holdings plc | ADS | 1,787,176 | $116.2M | 4.1% | +333,293+22.9% | Added | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 1,982,006 | $111.2M | 3.9% | +87,362+4.6% | Added | History |
| ARVNArvinas, Inc. | COM | 2,614,935 | $107.9M | 3.8% | +1,683,632+180.8% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 2,484,874 | $107.0M | 3.8% | +357,474+16.8% | Added | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 2,863,406 | $104.1M | 3.7% | +1,838,406+179.4% | Added | History |
| CERECerevel Therapeutics Holdings, Inc. | COM | 2,330,508 | $98.5M | 3.5% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 2,914,975 | $93.9M | 3.3% | +2,914,975 | New | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 7,903,600 | $89.5M | 3.1% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 5,031,420 | $88.1M | 3.1% | +236,932+4.9% | Added | History |
| PCVXVaxcyte, Inc. | COM | 1,239,995 | $84.7M | 3.0% | +1,239,995 | New | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 2,121,163 | $84.1M | 3.0% | −1,055,580−33.2% | Reduced | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 3,246,759 | $80.8M | 2.8% | −460,242−12.4% | Reduced | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 507,952 | $76.8M | 2.7% | +156,252+44.4% | Added | History |
| KURAKura Oncology, Inc. | COM | 3,135,387 | $66.9M | 2.4% | +1,872,559+148.3% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 2,446,373 | $44.6M | 1.6% | +2,446,373 | New | History |
| AUTLAutolus Therapeutics plc | SPON ADS | 6,425,803 | $41.0M | 1.4% | −6,185,532−49.0% | Reduced | History |
| YMABY-mAbs Therapeutics, Inc. | COM | 2,233,610 | $36.3M | 1.3% | +2,233,610 | New | History |
| IMTXImmatics N.V. | SHS | 2,818,908 | $29.6M | 1.0% | +682,569+32.0% | Added | History |
| IMVTImmunovant, Inc. | COM | 799,054 | $25.8M | 0.9% | +799,054 | New | History |
| CGEMCullinan Therapeutics, Inc. | COM | 1,348,015 | $23.0M | 0.8% | +1,348,015 | New | History |
| APGEApogee Therapeutics, Inc. | COM | 330,000 | $21.9M | 0.8% | +330,000 | New | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 2,390,988 | $19.9M | 0.7% | +125,000+5.5% | Added | History |
| VORVor Biopharma Inc. | COM | 6,457,293 | $15.3M | 0.5% | 00.0% | Unchanged | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 944,917 | $14.9M | 0.5% | +544,917+136.2% | Added | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 400,000 | $11.7M | 0.4% | +400,000 | New | History |
| CRBUCaribou Biosciences, Inc. | COM | 2,172,620 | $11.2M | 0.4% | −751,231−25.7% | Reduced | History |
| CRGXCARGO Therapeutics, Inc. | COM | 147,959 | $3.30M | 0.1% | −185,374−55.6% | Reduced | History |
| KYTXKyverna Therapeutics, Inc. | COM | 50,000 | $1.24M | <0.1% | +50,000 | New | History |
Sold out since Q4 2023 (5)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| MRTXMirati Therapeutics, Inc. | COM | 1,543,116 | $90.7M | 4.2% | History |
| AMAMAmbrx Biopharma, Inc. | COM | 4,352,689 | $62.0M | 2.9% | History |
| TGTXTG Therapeutics, Inc. | COM | 2,171,419 | $37.1M | 1.7% | History |
| ZLABZai Lab Ltd | ADR | 1,091,779 | $29.8M | 1.4% | History |
| JBIOJade Biosciences, Inc. | COM | 143,235 | $3.24M | 0.2% | History |