Paradigm Biocapital Advisors LP
- SEC CIK
- 0001855655
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 28
- +1 vs. Q1 2025
- Portfolio value
- $2.34B
- +$169.7M (+7.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NUVLNuvalent, Inc. | COM | 5,269,433 | $402.1M | 17.2% | 00.0% | Unchanged | History |
| ACLXArcellx, Inc. | COMMON STOCK | 4,649,016 | $306.1M | 13.1% | +156,984+3.5% | Added | History |
| MRUSMerus N.V. | COM | 4,281,954 | $225.2M | 9.6% | +912,255+27.1% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 6,093,291 | $224.2M | 9.6% | −84,820−1.4% | Reduced | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 2,976,099 | $120.6M | 5.1% | +365,902+14.0% | Added | History |
| PCVXVaxcyte, Inc. | COM | 3,372,837 | $109.7M | 4.7% | +1,676,356+98.8% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 347,787 | $84.2M | 3.6% | −318,237−47.8% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 6,142,344 | $80.5M | 3.4% | +1,747,788+39.8% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 10,352,449 | $74.3M | 3.2% | +1,388,794+15.5% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 2,920,258 | $67.5M | 2.9% | −409,651−12.3% | Reduced | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,343,553 | $67.4M | 2.9% | +397,385+20.4% | Added | History |
| IRONDisc Medicine, Inc. | COM | 1,210,971 | $64.1M | 2.7% | 00.0% | Unchanged | History |
| SRRKScholar Rock Holding Corp | COM | 1,600,554 | $56.7M | 2.4% | +1,600,554 | New | History |
| LENZLENZ Therapeutics, Inc. | COM | 1,717,066 | $50.3M | 2.1% | +205,134+13.6% | Added | History |
| BBIOBridgeBio Pharma, Inc. | COM | 965,764 | $41.7M | 1.8% | +965,764 | New | History |
| APGEApogee Therapeutics, Inc. | COM | 958,630 | $41.6M | 1.8% | −3,077−0.3% | Reduced | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 878,323 | $41.5M | 1.8% | +250,900+40.0% | Added | History |
| ALKSAlkermes plc. | SHS | 1,375,569 | $39.4M | 1.7% | +1,375,569 | New | History |
| VRDNViridian Therapeutics, Inc. | COM | 2,741,576 | $38.3M | 1.6% | +646,497+30.9% | Added | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 1,142,511 | $38.0M | 1.6% | +1,142,511 | New | History |
| OCULOcular Therapeutix, Inc | COM | 3,420,340 | $31.7M | 1.4% | +2,106,322+160.3% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 6,764,172 | $28.8M | 1.2% | +23,000+0.3% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,870,445 | $28.0M | 1.2% | −256,760−12.1% | Reduced | History |
| YMABY-mAbs Therapeutics, Inc. | COM | 4,236,346 | $19.1M | 0.8% | 00.0% | Unchanged | History |
| PHVSPharvaris N.V. | COM | 1,062,911 | $18.7M | 0.8% | +1,062,911 | New | History |
| IMTXImmatics N.V. | SHS | 3,144,157 | $16.9M | 0.7% | +1,237,049+64.9% | Added | History |
| ERASErasca, Inc. | COM | 11,907,182 | $15.1M | 0.6% | +1,104,828+10.2% | Added | History |
| CBIOCrescent Biopharma, Inc. | COM | 642,721 | $10.4M | 0.4% | +642,721 | New | History |
Sold out since Q1 2025 (5)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 59,679 | $35.3M | 1.6% | History |
| CYTKCytokinetics Inc | COM NEW | 858,664 | $34.5M | 1.6% | History |
| INSMINSMED Inc | COM PAR $.01 | 451,359 | $34.4M | 1.6% | History |
| MTSRMetsera, Inc. | COM | 1,191,462 | $32.4M | 1.5% | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,465,334 | $22.9M | 1.1% | History |