Paradigm Biocapital Advisors LP
- SEC CIK
- 0001855655
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 28
- 較 2026 年第 1 季 −7
- 總值
- $53.4 億
- 較 2026 年第 1 季 +$4.46 億 (+9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 6,361,323 | $11.9 億 | 22.3% | −294,380−4.4% | 減碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 5,924,433 | $7.32 億 | 13.7% | +600,000+11.3% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 10,215,455 | $4.15 億 | 7.8% | +2,850,417+38.7% | 加碼 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 13,133,131 | $3.61 億 | 6.8% | +5,165,295+64.8% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 3,840,778 | $3.41 億 | 6.4% | +1,883,512+96.2% | 加碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 1,576,385 | $2.09 億 | 3.9% | +228,142+16.9% | 加碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 2,144,526 | $2.04 億 | 3.8% | −175,790−7.6% | 減碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 6,357,523 | $1.99 億 | 3.7% | +2,347,844+58.6% | 加碼 | 歷史 |
| BLTEBelite Bio, Inc | SPONSORED ADS | 1,232,877 | $1.90 億 | 3.6% | +118,093+10.6% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 9,550,000 | $1.75 億 | 3.3% | −842,702−8.1% | 減碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 2,775,649 | $1.75 億 | 3.3% | +213,495+8.3% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 480,000 | $1.44 億 | 2.7% | +480,000 | 新進 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 1,325,977 | $1.41 億 | 2.6% | +71,489+5.7% | 加碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 2,508,015 | $1.38 億 | 2.6% | +2,508,015 | 新進 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 2,127,852 | $1.24 億 | 2.3% | −2,665,168−55.6% | 減碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 6,723,788 | $1.24 億 | 2.3% | +3,574,895+113.5% | 加碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 8,670,576 | $1.08 億 | 2.0% | +650,000+8.1% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 2,857,405 | $6,349 萬 | 1.2% | +2,857,405 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 1,828,607 | $5,841 萬 | 1.1% | −226,384−11.0% | 減碼 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM NEW | 1,553,748 | $4,270 萬 | 0.8% | +888,497+133.6% | 加碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 2,890,397 | $4,133 萬 | 0.8% | −252,040−8.0% | 減碼 | 歷史 |
| ACHVAchieve Life Sciences, Inc. | COM | 4,951,856 | $3,234 萬 | 0.6% | +4,951,856 | 新進 | 歷史 |
| VORVor Biopharma Inc. | COM NEW | 1,750,000 | $3,222 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 685,852 | $2,458 萬 | 0.5% | +685,852 | 新進 | 歷史 |
| KARDKardigan, Inc. | COM | 900,000 | $2,147 萬 | 0.4% | +900,000 | 新進 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 4,175,382 | $1,944 萬 | 0.4% | −2,008,752−32.5% | 減碼 | 歷史 |
| EDITEditas Medicine, Inc. | COM | 5,586,625 | $1,810 萬 | 0.3% | +5,586,625 | 新進 | 歷史 |
| IVAInventiva S.A. | ADS | 4,000,000 | $1,512 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（14 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ACLXArcellx, Inc. | COMMON STOCK | 5,774,016 | $6.63 億 | 13.5% | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 3,574,048 | $1.42 億 | 2.9% | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 2,216,499 | $1.17 億 | 2.4% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,480,857 | $9,760 萬 | 2.0% | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 772,473 | $8,601 萬 | 1.8% | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 2,744,399 | $8,192 萬 | 1.7% | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 1,226,080 | $6,027 萬 | 1.2% | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 625,000 | $5,774 萬 | 1.2% | 歷史 |
| MANEVeradermics, Inc | COMMON STOCK | 525,000 | $3,315 萬 | 0.7% | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 1,703,949 | $3,064 萬 | 0.6% | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 545,287 | $2,628 萬 | 0.5% | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,701,217 | $2,155 萬 | 0.4% | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 868,213 | $777.1 萬 | 0.2% | 歷史 |
| KLRSKalaris Therapeutics, Inc. | COM | 700,000 | $403.9 萬 | 0.1% | 歷史 |