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Livermore
Livermore
ZHEN

Paradigm Biocapital Advisors LP

SEC CIK
0001855655
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
33
+5 vs. Q2 2025
Portfolio value
$3.38B
+$1.04B (+44.3%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Paradigm Biocapital Advisors LP in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NUVLNuvalent, Inc.COM5,269,433$455.7M13.5%00.0%UnchangedHistory
MRUSMerus N.V.COM4,373,770$411.8M12.2%+91,816+2.1%AddedHistory
ACLXArcellx, Inc.COMMON STOCK4,649,016$381.7M11.3%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM6,223,291$290.6M8.6%+130,000+2.1%AddedHistory
TARSTarsus Pharmaceuticals, Inc.COM2,665,698$158.4M4.7%−310,401−10.4%ReducedHistory
PCVXVaxcyte, Inc.COM3,784,755$136.3M4.0%+411,918+12.2%AddedHistory
ABVXAbivax S.A.SPONSORED ADS1,564,196$132.8M3.9%+1,564,196NewHistory
GMABGenmab A/SSPONSORED ADS3,816,851$117.1M3.5%+3,816,851NewHistory
AGIOAgios Pharmaceuticals, Inc.COM2,673,555$107.3M3.2%+1,531,044+134.0%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM2,550,774$106.2M3.1%+207,221+8.8%AddedHistory
EWTXEdgewise Therapeutics, Inc.COM6,170,131$100.1M3.0%+27,787+0.5%AddedHistory
CDTXCidara Therapeutics, Inc.COM NEW961,164$92.0M2.7%+961,164NewHistory
URGNUroGen Pharma Ltd.COM4,216,084$84.1M2.5%+4,216,084NewHistory
SRRKScholar Rock Holding CorpCOM2,009,745$74.8M2.2%+409,191+25.6%AddedHistory
JANXJanux Therapeutics, Inc.COM2,920,258$71.4M2.1%00.0%UnchangedHistory
OLMAOlema Pharmaceuticals, Inc.COM6,794,172$66.5M2.0%+30,000+0.4%AddedHistory
APGEApogee Therapeutics, Inc.COM1,521,757$60.5M1.8%+563,127+58.7%AddedHistory
VRDNViridian Therapeutics, Inc.COM2,609,353$56.3M1.7%−132,223−4.8%ReducedHistory
ALKSAlkermes plc.SHS1,719,334$51.6M1.5%+343,765+25.0%AddedHistory
LENZLENZ Therapeutics, Inc.COM1,073,461$50.0M1.5%−643,605−37.5%ReducedHistory
PHVSPharvaris N.V.COM1,835,494$45.8M1.4%+772,583+72.7%AddedHistory
COGTCogent Biosciences, Inc.COM3,156,398$45.3M1.3%−7,196,051−69.5%ReducedHistory
OCULOcular Therapeutix, IncCOM3,497,307$40.9M1.2%+76,967+2.3%AddedHistory
BBIOBridgeBio Pharma, Inc.COM684,277$35.5M1.1%−281,487−29.1%ReducedHistory
ERASErasca, Inc.COM13,560,017$29.6M0.9%+1,652,835+13.9%AddedHistory
EYPTEyePoint, Inc.COM NEW2,005,365$28.6M0.8%+2,005,365NewHistory
TNGXTango Therapeutics, Inc.COM3,086,184$25.9M0.8%+3,086,184NewHistory
AMLXAmylyx Pharmaceuticals, Inc.COM1,900,000$25.8M0.8%+1,900,000NewHistory
SYRESpyre Therapeutics, Inc.COM NEW1,467,266$24.6M0.7%−403,179−21.6%ReducedHistory
DYNDyne Therapeutics, Inc.COM1,898,950$24.0M0.7%+1,898,950NewHistory
BBOTBridgeBio Oncology Therapeutics, Inc.COM NEW1,866,141$21.6M0.6%+1,866,141NewHistory
IRONDisc Medicine, Inc.COM247,716$16.4M0.5%−963,255−79.5%ReducedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS372,869$10.4M0.3%+372,869NewHistory

Options (3)

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 2025
SecurityClassPutsCalls
State Street SPDR S&P Biotech ETF78464A870ETF$100.2M–
MRUSMerus N.V.COM–$28.2M
AGIOAgios Pharmaceuticals, Inc.COM–$8.03M

Sold out since Q2 2025 (5)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Paradigm Biocapital Advisors LP sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ONCBeOne Medicines Ltd.ADR347,787$84.2M3.6%History
MLTXMoonLake ImmunotherapeuticsCLASS A ORD878,323$41.5M1.8%History
YMABY-mAbs Therapeutics, Inc.COM4,236,346$19.1M0.8%History
IMTXImmatics N.V.SHS3,144,157$16.9M0.7%History
CBIOCrescent Biopharma, Inc.COM642,721$10.4M0.4%History