Paradigm Biocapital Advisors LP
- SEC CIK
- 0001855655
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 28
- −7 vs. Q1 2026
- Portfolio value
- $5.34B
- +$446.3M (+9.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 6,361,323 | $1.19B | 22.3% | −294,380−4.4% | Reduced | History |
| NUVLNuvalent, Inc. | COM | 5,924,433 | $731.7M | 13.7% | +600,000+11.3% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 10,215,455 | $415.1M | 7.8% | +2,850,417+38.7% | Added | History |
| GMABGenmab A/S | SPONSORED ADS | 13,133,131 | $360.8M | 6.8% | +5,165,295+64.8% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 3,840,778 | $341.0M | 6.4% | +1,883,512+96.2% | Added | History |
| APGEApogee Therapeutics, Inc. | COM | 1,576,385 | $209.2M | 3.9% | +228,142+16.9% | Added | History |
| ORKAOruka Therapeutics, Inc. | COM | 2,144,526 | $204.1M | 3.8% | −175,790−7.6% | Reduced | History |
| TNGXTango Therapeutics, Inc. | COM | 6,357,523 | $198.7M | 3.7% | +2,347,844+58.6% | Added | History |
| BLTEBelite Bio, Inc | SPONSORED ADS | 1,232,877 | $189.8M | 3.6% | +118,093+10.6% | Added | History |
| ERASErasca, Inc. | COM | 9,550,000 | $175.0M | 3.3% | −842,702−8.1% | Reduced | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 2,775,649 | $174.7M | 3.3% | +213,495+8.3% | Added | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 480,000 | $144.5M | 2.7% | +480,000 | New | History |
| INSMINSMED Inc | COM PAR $.01 | 1,325,977 | $141.4M | 2.6% | +71,489+5.7% | Added | History |
| MBXMBX Biosciences, Inc. | COM | 2,508,015 | $138.4M | 2.6% | +2,508,015 | New | History |
| PCVXVaxcyte, Inc. | COM | 2,127,852 | $123.7M | 2.3% | −2,665,168−55.6% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 6,723,788 | $123.5M | 2.3% | +3,574,895+113.5% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 8,670,576 | $108.5M | 2.0% | +650,000+8.1% | Added | History |
| JBIOJade Biosciences, Inc. | COM NEW | 2,857,405 | $63.5M | 1.2% | +2,857,405 | New | History |
| TYRATyra Biosciences, Inc. | COM | 1,828,607 | $58.4M | 1.1% | −226,384−11.0% | Reduced | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 1,553,748 | $42.7M | 0.8% | +888,497+133.6% | Added | History |
| EYPTEyePoint, Inc. | COM NEW | 2,890,397 | $41.3M | 0.8% | −252,040−8.0% | Reduced | History |
| ACHVAchieve Life Sciences, Inc. | COM | 4,951,856 | $32.3M | 0.6% | +4,951,856 | New | History |
| VORVor Biopharma Inc. | COM NEW | 1,750,000 | $32.2M | 0.6% | 00.0% | Unchanged | History |
| MPLTMapLight Therapeutics, Inc. | COM | 685,852 | $24.6M | 0.5% | +685,852 | New | History |
| KARDKardigan, Inc. | COM | 900,000 | $21.5M | 0.4% | +900,000 | New | History |
| LXEOLexeo Therapeutics, Inc. | COM | 4,175,382 | $19.4M | 0.4% | −2,008,752−32.5% | Reduced | History |
| EDITEditas Medicine, Inc. | COM | 5,586,625 | $18.1M | 0.3% | +5,586,625 | New | History |
| IVAInventiva S.A. | ADS | 4,000,000 | $15.1M | 0.3% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (14)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| ACLXArcellx, Inc. | COMMON STOCK | 5,774,016 | $663.0M | 13.5% | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 3,574,048 | $142.0M | 2.9% | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 2,216,499 | $116.9M | 2.4% | History |
| CYTKCytokinetics Inc | COM NEW | 1,480,857 | $97.6M | 2.0% | History |
| ABVXAbivax S.A. | SPONSORED ADS | 772,473 | $86.0M | 1.8% | History |
| MAZEMaze Therapeutics, Inc. | COM | 2,744,399 | $81.9M | 1.7% | History |
| SRRKScholar Rock Holding Corp | COM | 1,226,080 | $60.3M | 1.2% | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 625,000 | $57.7M | 1.2% | History |
| MANEVeradermics, Inc | COMMON STOCK | 525,000 | $33.2M | 0.7% | History |
| URGNUroGen Pharma Ltd. | COM | 1,703,949 | $30.6M | 0.6% | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 545,287 | $26.3M | 0.5% | History |
| ORICOric Pharmaceuticals, Inc. | COM | 1,701,217 | $21.6M | 0.4% | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 868,213 | $7.77M | 0.2% | History |
| KLRSKalaris Therapeutics, Inc. | COM | 700,000 | $4.04M | 0.1% | History |