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Livermore
Livermore
ZHEN

Paradigm Biocapital Advisors LP

SEC CIK
0001855655
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
31
−4 vs. Q2 2024
Portfolio value
$2.86B
+$244.5M (+9.4%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Paradigm Biocapital Advisors LP in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NUVLNuvalent, Inc.COM5,000,000$511.5M17.9%+428,322+9.4%AddedHistory
ACLXArcellx, Inc.COMMON STOCK4,000,000$334.0M11.7%+151,905+3.9%AddedHistory
ARGXArgenx SESPONSORED ADR480,374$260.4M9.1%−57,765−10.7%ReducedHistory
RVMDRevolution Medicines, Inc.COM5,314,089$241.0M8.4%+55,000+1.0%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM2,516,686$128.6M4.5%+3,384+0.1%AddedHistory
MRUSMerus N.V.COM2,454,917$122.6M4.3%+435,103+21.5%AddedHistory
JANXJanux Therapeutics, Inc.COM2,400,574$109.1M3.8%+836,122+53.4%AddedHistory
KURAKura Oncology, Inc.COM4,331,321$84.6M3.0%−208,060−4.6%ReducedHistory
TARSTarsus Pharmaceuticals, Inc.COM2,440,445$80.3M2.8%+5,029+0.2%AddedHistory
EWTXEdgewise Therapeutics, Inc.COM2,789,172$74.4M2.6%+463,723+19.9%AddedHistory
IRONDisc Medicine, Inc.COM1,497,720$73.6M2.6%−1,206,998−44.6%ReducedHistory
PCVXVaxcyte, Inc.COM627,732$71.7M2.5%+530+0.1%AddedHistory
VRDNViridian Therapeutics, Inc.COM2,895,689$65.9M2.3%−6600.0%ReducedHistory
OLMAOlema Pharmaceuticals, Inc.COM5,503,600$65.7M2.3%−2,400,000−30.4%ReducedHistory
ARVNArvinas, Inc.COM2,339,961$57.6M2.0%−98,188−4.0%ReducedHistory
YMABY-mAbs Therapeutics, Inc.COM4,086,346$53.7M1.9%+215,752+5.6%AddedHistory
COGTCogent Biosciences, Inc.COM4,609,762$49.8M1.7%+985,420+27.2%AddedHistory
VERAVera Therapeutics, Inc.CL A1,096,851$48.5M1.7%+1,096,851NewHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD931,480$47.0M1.6%+931,480NewHistory
ONCBeOne Medicines Ltd.ADR200,336$45.0M1.6%+200,336NewHistory
IMTXImmatics N.V.SHS3,904,862$44.6M1.6%+482,897+14.1%AddedHistory
APGEApogee Therapeutics, Inc.COM701,817$41.2M1.4%+371,817+112.7%AddedHistory
IMVTImmunovant, Inc.COM1,362,827$38.9M1.4%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM2,321,013$38.9M1.4%+778,208+50.4%AddedHistory
SYRESpyre Therapeutics, Inc.COM NEW1,267,581$37.3M1.3%+1,267,581NewHistory
PLRXPliant Therapeutics, Inc.COM3,104,486$34.8M1.2%+3,104,486NewHistory
KROSKeros Therapeutics, Inc.COM525,037$30.5M1.1%+525,037NewHistory
ERASErasca, Inc.COM10,668,141$29.1M1.0%+3,418,141+47.1%AddedHistory
ORKAOruka Therapeutics, Inc.COM719,660$17.6M0.6%+719,660NewHistory
CATXPerspective Therapeutics, Inc.COM NEW919,692$12.3M0.4%00.0%UnchangedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS1,160,000$7.31M0.3%−1,175,926−50.3%ReducedHistory

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 2024
SecurityClassPutsCalls
ACLXArcellx, Inc.COMMON STOCK–$66.8M
PCVXVaxcyte, Inc.COM–$31.6M

Sold out since Q2 2024 (11)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Paradigm Biocapital Advisors LP sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
SRPTSarepta Therapeutics, Inc.COM947,574$149.7M5.7%History
CERECerevel Therapeutics Holdings, Inc.COM2,330,508$95.3M3.6%History
ASNDAscendis Pharma A/SSPONSORED ADR664,307$90.6M3.5%History
XENEXenon Pharmaceuticals Inc.COM2,043,280$79.7M3.0%History
LEGNLegend Biotech CorpSPONSORED ADS1,203,308$53.3M2.0%History
BBIOBridgeBio Pharma, Inc.COM1,089,492$27.6M1.1%History
VRNAVerona Pharma plcSPONSORED ADS721,087$10.4M0.4%History
ALXOAlx Oncology Holdings IncCOM1,575,605$9.50M0.4%History
VORVor Biopharma Inc.COM6,457,293$6.46M0.2%History
ACRVAcrivon Therapeutics, Inc.COMMON STOCK659,724$3.83M0.1%History
TCRXTScan Therapeutics, Inc.COM353,886$2.07M0.1%History