Paradigm Biocapital Advisors LP
- SEC CIK
- 0001855655
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 35
- 較 2024 年第 1 季 +1
- 總值
- $26.1 億
- 較 2024 年第 1 季 −$2.28 億 (−8.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NUVLNuvalent, Inc. | COM | 4,571,678 | $3.47 億 | 13.3% | +393,848+9.4% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 538,139 | $2.31 億 | 8.9% | −13,981−2.5% | 減碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 3,848,095 | $2.12 億 | 8.1% | +30,000+0.8% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 5,259,089 | $2.04 億 | 7.8% | +2,344,114+80.4% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 947,574 | $1.50 億 | 5.7% | −130,772−12.1% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 2,704,718 | $1.22 億 | 4.7% | +314,816+13.2% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 2,019,814 | $1.20 億 | 4.6% | +2,019,814 | 新進 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,513,302 | $1.13 億 | 4.3% | −611,447−19.6% | 減碼 | 歷史 |
| CERECerevel Therapeutics Holdings, Inc. | COM | 2,330,508 | $9,529 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 4,539,381 | $9,347 萬 | 3.6% | +1,403,994+44.8% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 664,307 | $9,060 萬 | 3.5% | +156,355+30.8% | 加碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 7,903,600 | $8,552 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 2,043,280 | $7,967 萬 | 3.0% | −441,594−17.8% | 減碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 2,435,416 | $6,619 萬 | 2.5% | −427,990−14.9% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,564,452 | $6,553 萬 | 2.5% | +1,564,452 | 新進 | 歷史 |
| ARVNArvinas, Inc. | COM | 2,438,149 | $6,490 萬 | 2.5% | −176,786−6.8% | 減碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 1,203,308 | $5,329 萬 | 2.0% | −778,698−39.3% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 627,202 | $4,736 萬 | 1.8% | −612,793−49.4% | 減碼 | 歷史 |
| YMABY-mAbs Therapeutics, Inc. | COM | 3,870,594 | $4,676 萬 | 1.8% | +1,636,984+73.3% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 2,325,449 | $4,188 萬 | 1.6% | −120,924−4.9% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 3,421,965 | $3,976 萬 | 1.5% | +603,057+21.4% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 2,896,349 | $3,768 萬 | 1.4% | −2,135,071−42.4% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,362,827 | $3,598 萬 | 1.4% | +563,773+70.6% | 加碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 3,624,342 | $3,055 萬 | 1.2% | +3,624,342 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 1,089,492 | $2,760 萬 | 1.1% | +1,089,492 | 新進 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,542,805 | $2,691 萬 | 1.0% | +194,790+14.5% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 7,250,000 | $1,711 萬 | 0.7% | +7,250,000 | 新進 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 2,335,926 | $1,411 萬 | 0.5% | −55,062−2.3% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 330,000 | $1,299 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 721,087 | $1,043 萬 | 0.4% | +721,087 | 新進 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 1,575,605 | $950.1 萬 | 0.4% | +1,575,605 | 新進 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 919,692 | $916.9 萬 | 0.4% | +919,692 | 新進 | 歷史 |
| VORVor Biopharma Inc. | COM | 6,457,293 | $645.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 659,724 | $382.6 萬 | 0.1% | +659,724 | 新進 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 353,886 | $207.0 萬 | 0.1% | +353,886 | 新進 | 歷史 |
2024 年第 1 季之後清倉（9 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IMCRImmunocore Holdings plc | ADS | 1,787,176 | $1.16 億 | 4.1% | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 2,121,163 | $8,408 萬 | 3.0% | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 3,246,759 | $8,084 萬 | 2.8% | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 6,425,803 | $4,100 萬 | 1.4% | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 944,917 | $1,489 萬 | 0.5% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 400,000 | $1,170 萬 | 0.4% | 歷史 |
| CRBUCaribou Biosciences, Inc. | COM | 2,172,620 | $1,117 萬 | 0.4% | 歷史 |
| CRGXCARGO Therapeutics, Inc. | COM | 147,959 | $330.2 萬 | 0.1% | 歷史 |
| KYTXKyverna Therapeutics, Inc. | COM | 50,000 | $124.2 萬 | <0.1% | 歷史 |