Paradigm Biocapital Advisors LP
- SEC CIK
- 0001855655
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 35
- +6 vs. Q4 2025
- Portfolio value
- $4.89B
- +$1.16B (+31.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ACLXArcellx, Inc. | COMMON STOCK | 5,774,016 | $663.0M | 13.5% | +50,000+0.9% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 6,655,703 | $647.3M | 13.2% | +11,300+0.2% | Added | History |
| NUVLNuvalent, Inc. | COM | 5,324,433 | $545.5M | 11.1% | +55,000+1.0% | Added | History |
| PCVXVaxcyte, Inc. | COM | 4,793,020 | $278.5M | 5.7% | +725,000+17.8% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 7,365,038 | $232.0M | 4.7% | +823,828+12.6% | Added | History |
| GMABGenmab A/S | SPONSORED ADS | 7,967,836 | $213.8M | 4.4% | +928,002+13.2% | Added | History |
| INSMINSMED Inc | COM PAR $.01 | 1,254,488 | $205.1M | 4.2% | +1,254,488 | New | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 2,562,154 | $179.7M | 3.7% | 00.0% | Unchanged | History |
| BLTEBelite Bio, Inc | SPONSORED ADS | 1,114,784 | $177.7M | 3.6% | +1,114,784 | New | History |
| ERASErasca, Inc. | COM | 10,392,702 | $168.2M | 3.4% | −3,766,393−26.6% | Reduced | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 3,574,048 | $142.0M | 2.9% | +3,574,048 | New | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 8,020,576 | $119.6M | 2.4% | +476,404+6.3% | Added | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 2,216,499 | $116.9M | 2.4% | +1,406,213+173.5% | Added | History |
| ORKAOruka Therapeutics, Inc. | COM | 2,320,316 | $113.8M | 2.3% | +610,000+35.7% | Added | History |
| APGEApogee Therapeutics, Inc. | COM | 1,348,243 | $113.5M | 2.3% | +225,000+20.0% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,957,266 | $98.7M | 2.0% | +490,000+33.4% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 1,480,857 | $97.6M | 2.0% | +1,480,857 | New | History |
| ABVXAbivax S.A. | SPONSORED ADS | 772,473 | $86.0M | 1.8% | −645,000−45.5% | Reduced | History |
| TNGXTango Therapeutics, Inc. | COM | 4,009,679 | $83.9M | 1.7% | +4,009,679 | New | History |
| MAZEMaze Therapeutics, Inc. | COM | 2,744,399 | $81.9M | 1.7% | +2,744,399 | New | History |
| TYRATyra Biosciences, Inc. | COM | 2,054,991 | $78.7M | 1.6% | +2,054,991 | New | History |
| VRDNViridian Therapeutics, Inc. | COM | 3,148,893 | $61.6M | 1.3% | +1,705,791+118.2% | Added | History |
| SRRKScholar Rock Holding Corp | COM | 1,226,080 | $60.3M | 1.2% | −1,836,077−60.0% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 625,000 | $57.7M | 1.2% | +625,000 | New | History |
| EYPTEyePoint, Inc. | COM NEW | 3,142,437 | $40.5M | 0.8% | −549,038−14.9% | Reduced | History |
| LXEOLexeo Therapeutics, Inc. | COM | 6,184,134 | $35.5M | 0.7% | +1,420,936+29.8% | Added | History |
| MANEVeradermics, Inc | COMMON STOCK | 525,000 | $33.2M | 0.7% | +525,000 | New | History |
| VORVor Biopharma Inc. | COM NEW | 1,750,000 | $31.2M | 0.6% | 00.0% | Unchanged | History |
| URGNUroGen Pharma Ltd. | COM | 1,703,949 | $30.6M | 0.6% | −2,769,699−61.9% | Reduced | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 545,287 | $26.3M | 0.5% | +545,287 | New | History |
| IVAInventiva S.A. | ADS | 4,000,000 | $22.2M | 0.5% | 00.0% | Unchanged | History |
| ORICOric Pharmaceuticals, Inc. | COM | 1,701,217 | $21.6M | 0.4% | −700,000−29.2% | Reduced | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 665,251 | $18.5M | 0.4% | 00.0% | Unchanged | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 868,213 | $7.77M | 0.2% | −1,393,536−61.6% | Reduced | History |
| KLRSKalaris Therapeutics, Inc. | COM | 700,000 | $4.04M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (4)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CDTXCidara Therapeutics, Inc. | COM NEW | 759,565 | $167.8M | 4.5% | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,210,774 | $102.9M | 2.8% | History |
| BBIOBridgeBio Pharma, Inc. | COM | 684,277 | $52.3M | 1.4% | History |
| OCULOcular Therapeutix, Inc | COM | 2,935,284 | $35.6M | 1.0% | History |