Paradigm Biocapital Advisors LP 13F holdings
Paradigm Biocapital Advisors LP reported 28 positions with a total reported value of $5.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: RVMD REVOLUTION MEDICINES INC (22.3%), NUVL NUVALENT INC (13.7%), EWTX EDGEWISE THERAPEUTICS INC (7.8%), GMAB GENMAB A/S (6.8%), SYRE SPYRE THERAPEUTICS INC (6.4%). Against 2026-03-31 it opened 7 new positions and exited 14. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 28 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RVMD REVOLUTION MEDICINES INC | 6,361,323 | $1.2B | 22.3% |
| NUVL NUVALENT INC | 5,924,433 | $731.7M | 13.7% |
| EWTX EDGEWISE THERAPEUTICS INC | 10,215,455 | $415.1M | 7.8% |
| GMAB GENMAB A/S | 13,133,131 | $360.8M | 6.8% |
| SYRE SPYRE THERAPEUTICS INC | 3,840,778 | $341.0M | 6.4% |
| APGE APOGEE THERAPEUTICS INC | 1,576,385 | $209.2M | 3.9% |
| ORKA ORUKA THERAPEUTICS INC | 2,144,526 | $204.1M | 3.8% |
| TNGX TANGO THERAPEUTICS INC | 6,357,523 | $198.7M | 3.7% |
| BLTE BELITE BIO INC | 1,232,877 | $189.8M | 3.6% |
| ERAS ERASCA INC | 9,550,000 | $175.0M | 3.3% |
| TARS TARSUS PHARMACEUTICALS INC | 2,775,649 | $174.7M | 3.3% |
| ALNY ALNYLAM PHARMACEUTICALS INC | 480,000 | $144.5M | 2.7% |
| INSM INSMED INC | 1,325,977 | $141.4M | 2.6% |
| MBX MBX BIOSCIENCES INC | 2,508,015 | $138.4M | 2.6% |
| PCVX VAXCYTE INC | 2,127,852 | $123.7M | 2.3% |
| VIRIDIAN THERAPEUTICS INC | 6,723,788 | $123.5M | 2.3% |
| OLMA OLEMA PHARMACEUTICALS INC | 8,670,576 | $108.5M | 2.0% |
| JBIO JADE BIOSCIENCES INC | 2,857,405 | $63.5M | 1.2% |
| TYRA TYRA BIOSCIENCES INC | 1,828,607 | $58.4M | 1.1% |
| ASMB ASSEMBLY BIOSCIENCES INC | 1,553,748 | $42.7M | 0.8% |
| EYPT EYEPOINT INC | 2,890,397 | $41.3M | 0.8% |
| ACHV ACHIEVE LIFE SCIENCE INC | 4,951,856 | $32.3M | 0.6% |
| VOR VOR BIOPHARMA INC | 1,750,000 | $32.2M | 0.6% |
| MPLT MAPLIGHT THERAPEUTICS INC | 685,852 | $24.6M | 0.5% |
| KARD KARDIGAN INC | 900,000 | $21.5M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 7 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ALNY ALNYLAM PHARMACEUTICALS INC | 480,000 | $144.5M | 2.7% |
| MBX MBX BIOSCIENCES INC | 2,508,015 | $138.4M | 2.6% |
| JBIO JADE BIOSCIENCES INC | 2,857,405 | $63.5M | 1.2% |
| ACHV ACHIEVE LIFE SCIENCE INC | 4,951,856 | $32.3M | 0.6% |
| MPLT MAPLIGHT THERAPEUTICS INC | 685,852 | $24.6M | 0.5% |
| KARD KARDIGAN INC | 900,000 | $21.5M | 0.4% |
| EDIT EDITAS MEDICINE INC | 5,586,625 | $18.1M | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 14 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ARCELLX INC | 5,774,016 | $663.0M | 13.5% |
| CENTESSA PHARMACEUTICALS PLC | 3,574,048 | $142.0M | 2.9% |
| TERNS PHARMACEUTICALS INC | 2,216,499 | $116.9M | 2.4% |
| CYTK CYTOKINETICS INC | 1,480,857 | $97.6M | 2.0% |
| ABVX ABIVAX SA | 772,473 | $86.0M | 1.8% |
| MAZE MAZE THERAPEUTICS INC | 2,744,399 | $81.9M | 1.7% |
| SRRK SCHOLAR ROCK HLDG CORP | 1,226,080 | $60.3M | 1.2% |
| MIRM MIRUM PHARMACEUTICALS INC | 625,000 | $57.7M | 1.2% |
| MANE VERADERMICS INC | 525,000 | $33.2M | 0.7% |
| URGN UROGEN PHARMA LTD | 1,703,949 | $30.6M | 0.6% |
| GPCR STRUCTURE THERAPEUTICS INC | 545,287 | $26.3M | 0.5% |
| ORIC ORIC PHARMACEUTICALS INC | 1,701,217 | $21.6M | 0.4% |
| BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 868,213 | $7.8M | 0.2% |
| KLRS KALARIS THERAPEUTICS INC | 700,000 | $4.0M | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SYRE SPYRE THERAPEUTICS INC | 1,957,266 | 3,840,778 | +96.2% | $341.0M |
| GMAB GENMAB A/S | 7,967,836 | 13,133,131 | +64.8% | $360.8M |
| EWTX EDGEWISE THERAPEUTICS INC | 7,365,038 | 10,215,455 | +38.7% | $415.1M |
| NUVL NUVALENT INC | 5,324,433 | 5,924,433 | +11.3% | $731.7M |
| TNGX TANGO THERAPEUTICS INC | 4,009,679 | 6,357,523 | +58.6% | $198.7M |
| VIRIDIAN THERAPEUTICS INC | 3,148,893 | 6,723,788 | +113.5% | $123.5M |
| APGE APOGEE THERAPEUTICS INC | 1,348,243 | 1,576,385 | +16.9% | $209.2M |
| ASMB ASSEMBLY BIOSCIENCES INC | 665,251 | 1,553,748 | +133.6% | $42.7M |
| BLTE BELITE BIO INC | 1,114,784 | 1,232,877 | +10.6% | $189.8M |
| TARS TARSUS PHARMACEUTICALS INC | 2,562,154 | 2,775,649 | +8.3% | $174.7M |
| OLMA OLEMA PHARMACEUTICALS INC | 8,020,576 | 8,670,576 | +8.1% | $108.5M |
| INSM INSMED INC | 1,254,488 | 1,325,977 | +5.7% | $141.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PCVX VAXCYTE INC | 4,793,020 | 2,127,852 | -55.6% | $123.7M |
| RVMD REVOLUTION MEDICINES INC | 6,655,703 | 6,361,323 | -4.4% | $1.2B |
| ORKA ORUKA THERAPEUTICS INC | 2,320,316 | 2,144,526 | -7.6% | $204.1M |
| ERAS ERASCA INC | 10,392,702 | 9,550,000 | -8.1% | $175.0M |
| LXEO LEXEO THERAPEUTICS INC | 6,184,134 | 4,175,382 | -32.5% | $19.4M |
| TYRA TYRA BIOSCIENCES INC | 2,054,991 | 1,828,607 | -11.0% | $58.4M |
| EYPT EYEPOINT INC | 3,142,437 | 2,890,397 | -8.0% | $41.3M |
CIK 1855655 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
