Paradigm Biocapital Advisors LP
- SEC CIK
- 0001855655
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 28
- −3 vs. Q3 2024
- Portfolio value
- $2.87B
- +$16.6M (+0.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NUVLNuvalent, Inc. | COM | 5,363,379 | $419.8M | 14.6% | +363,379+7.3% | Added | History |
| ACLXArcellx, Inc. | COMMON STOCK | 4,371,601 | $335.3M | 11.7% | +371,601+9.3% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 481,305 | $296.0M | 10.3% | +931+0.2% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 6,553,111 | $286.6M | 10.0% | +1,239,022+23.3% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 3,515,986 | $188.2M | 6.5% | +1,115,412+46.5% | Added | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 2,531,896 | $140.2M | 4.9% | +91,451+3.7% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 4,493,929 | $120.0M | 4.2% | +1,704,757+61.1% | Added | History |
| PCVXVaxcyte, Inc. | COM | 1,422,787 | $116.5M | 4.1% | +795,055+126.7% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 616,024 | $113.8M | 4.0% | +415,688+207.5% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,910,761 | $97.7M | 3.4% | −605,925−24.1% | Reduced | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 1,772,211 | $96.0M | 3.3% | +840,731+90.3% | Added | History |
| IRONDisc Medicine, Inc. | COM | 1,497,720 | $95.0M | 3.3% | 00.0% | Unchanged | History |
| MRUSMerus N.V. | COM | 1,689,922 | $71.1M | 2.5% | −764,995−31.2% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 1,437,339 | $60.8M | 2.1% | +340,488+31.0% | Added | History |
| APGEApogee Therapeutics, Inc. | COM | 1,283,766 | $58.2M | 2.0% | +581,949+82.9% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 7,304,970 | $42.6M | 1.5% | +1,801,370+32.7% | Added | History |
| PLRXPliant Therapeutics, Inc. | COM | 3,197,050 | $42.1M | 1.5% | +92,564+3.0% | Added | History |
| IMTXImmatics N.V. | SHS | 5,414,409 | $38.5M | 1.3% | +1,509,547+38.7% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 4,917,412 | $38.4M | 1.3% | +307,650+6.7% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,527,205 | $35.6M | 1.2% | +259,624+20.5% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 1,820,079 | $34.9M | 1.2% | −1,075,610−37.1% | Reduced | History |
| YMABY-mAbs Therapeutics, Inc. | COM | 4,236,346 | $33.2M | 1.2% | +150,000+3.7% | Added | History |
| ERASErasca, Inc. | COM | 10,752,354 | $27.0M | 0.9% | +84,213+0.8% | Added | History |
| TECXTectonic Therapeutic, Inc. | COM | 485,105 | $22.4M | 0.8% | +485,105 | New | History |
| LENZLENZ Therapeutics, Inc. | COM | 770,455 | $22.2M | 0.8% | +770,455 | New | History |
| SRRKScholar Rock Holding Corp | COM | 400,000 | $17.3M | 0.6% | +400,000 | New | History |
| ORKAOruka Therapeutics, Inc. | COM | 819,660 | $15.9M | 0.6% | +100,000+13.9% | Added | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 276,439 | $9.08M | 0.3% | +276,439 | New | History |
Sold out since Q3 2024 (7)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| KURAKura Oncology, Inc. | COM | 4,331,321 | $84.6M | 3.0% | History |
| ARVNArvinas, Inc. | COM | 2,339,961 | $57.6M | 2.0% | History |
| IMVTImmunovant, Inc. | COM | 1,362,827 | $38.9M | 1.4% | History |
| CGEMCullinan Therapeutics, Inc. | COM | 2,321,013 | $38.9M | 1.4% | History |
| KROSKeros Therapeutics, Inc. | COM | 525,037 | $30.5M | 1.1% | History |
| CATXPerspective Therapeutics, Inc. | COM NEW | 919,692 | $12.3M | 0.4% | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 1,160,000 | $7.31M | 0.3% | History |