Paradigm Biocapital Advisors LP — 13F Holdings & Portfolio
CIK 1855655 · latest 13F-HR filed 2026-08-14
Paradigm Biocapital Advisors LP manages $5.34B in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RVMD (22.31%), NUVL (13.70%), EWTX (7.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions and exited 14; 11 existing positions rose in reported value and 6 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 75.2%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Aug 27, 2026.
23RD FLOOR
NEW YORK, NY 10036
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ASEFAW, DR. SENAI, NMN Control | CHIEF INVESTMENT OFFICER / LIMITED PARTNER since Dec 2020 | 75% or more | Individual |
| KIM, DAVID, KYUNGTAEK Control | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER since Jan 2021 | Less than 5% | Individual |
| PARADIGM BIOCAPITAL ADVISORS GP LLC Control | GENERAL PARTNER since Dec 2020 | Less than 5% | Domestic Entity |
| ASEFAW, DR. SENAI, NMN Control Indirect owner via PARADIGM BIOCAPITAL ADVISORS GP LLC | MANAGING MEMBER since Jan 2022 | 75% or more | Individual |
Ownership & leadership changes · 3 filings with changes since Jan 15, 2021
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedKIM, DAVID, KYUNGTAEK · now a control person
- AddedASEFAW, DR. SENAI, NMN · MANAGING MEMBER · 75% or more · indirect via PARADIGM BIOCAPITAL ADVISORS GP LLC · control person
- AddedPARADIGM BIOCAPITAL ADVISORS GP LLC · GENERAL PARTNER · Less than 5% · control person
- ChangedASEFAW, DR. SENAI, NMN · title CHIEF INVESTMENT OFFICER / GENERAL PARTNER → CHIEF INVESTMENT OFFICER / LIMITED PARTNER
- ListedASEFAW, DR. SENAI, NMN · CHIEF INVESTMENT OFFICER / GENERAL PARTNER · 75% or more · control person
- ListedKIM, DAVID, KYUNGTAEK · CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER · Less than 5%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- REVOLUTION MEDICINES INC$544.1M +84.1%
- SPYRE THERAPEUTICS INC$242.3M +245.4%
- NUVALENT INC$186.2M +34.1%
- EDGEWISE THERAPEUTICS INC$183.1M +78.9%
- GENMAB A/S$147.0M +68.8%
Top Trims
- VAXCYTE INC-$154.8M -55.6%
- INSMED INC-$63.8M -31.1%
- TYRA BIOSCIENCES INC-$20.3M -25.8%
- LEXEO THERAPEUTICS INC-$16.1M -45.2%
- OLEMA PHARMACEUTICALS INC-$11.1M -9.3%
New Positions
- ALNYLAM PHARMACEUTICALS INC$144.5M
- MBX BIOSCIENCES INC$138.4M
- JADE BIOSCIENCES INC$63.5M
- ACHIEVE LIFE SCIENCE INC$32.3M
- MAPLIGHT THERAPEUTICS INC$24.6M
Exited Positions
- ARCELLX INC$663.0M
- CENTESSA PHARMACEUTICALS PLC$142.0M
- TERNS PHARMACEUTICALS INC$116.9M
- CYTOKINETICS INC$97.6M
- ABIVAX SA$86.0M
Paradigm Biocapital Advisors LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $1.19B | 22.31% | 6,361,323 | SH |
| 2 | NUVALENT INC | NUVL | 670703107 | $731.7M | 13.70% | 5,924,433 | SH |
| 3 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $415.1M | 7.77% | 10,215,455 | SH |
| 4 | GENMAB A/S | GMAB | 372303206 | $360.8M | 6.76% | 13,133,131 | SH |
| 5 | SPYRE THERAPEUTICS INC | SYRE | 00773J202 | $341.0M | 6.38% | 3,840,778 | SH |
| 6 | APOGEE THERAPEUTICS INC | APGE | 03770N101 | $209.2M | 3.92% | 1,576,385 | SH |
| 7 | ORUKA THERAPEUTICS INC | ORKA | 687604108 | $204.1M | 3.82% | 2,144,526 | SH |
| 8 | TANGO THERAPEUTICS INC | TNGX | 87583X109 | $198.7M | 3.72% | 6,357,523 | SH |
| 9 | BELITE BIO INC | BLTE | 07782B104 | $189.8M | 3.55% | 1,232,877 | SH |
| 10 | ERASCA INC | ERAS | 29479A108 | $175.0M | 3.28% | 9,550,000 | SH |
| 11 | TARSUS PHARMACEUTICALS INC | TARS | 87650L103 | $174.7M | 3.27% | 2,775,649 | SH |
| 12 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $144.5M | 2.71% | 480,000 | SH |
| 13 | INSMED INC | INSM | 457669307 | $141.4M | 2.65% | 1,325,977 | SH |
| 14 | MBX BIOSCIENCES INC | MBX | 55287L101 | $138.4M | 2.59% | 2,508,015 | SH |
| 15 | VAXCYTE INC | PCVX | 92243G108 | $123.7M | 2.32% | 2,127,852 | SH |
| 16 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $123.5M | 2.31% | 6,723,788 | SH |
| 17 | OLEMA PHARMACEUTICALS INC | OLMA | 68062P106 | $108.5M | 2.03% | 8,670,576 | SH |
| 18 | JADE BIOSCIENCES INC | JBIO | 008064206 | $63.5M | 1.19% | 2,857,405 | SH |
| 19 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $58.4M | 1.09% | 1,828,607 | SH |
| 20 | ASSEMBLY BIOSCIENCES INC | ASMB | 045396207 | $42.7M | 0.80% | 1,553,748 | SH |
| 21 | EYEPOINT INC | EYPT | 30233G209 | $41.3M | 0.77% | 2,890,397 | SH |
| 22 | ACHIEVE LIFE SCIENCE INC | ACHV | 004468500 | $32.3M | 0.61% | 4,951,856 | SH |
| 23 | VOR BIOPHARMA INC | VOR | 929033207 | $32.2M | 0.60% | 1,750,000 | SH |
| 24 | MAPLIGHT THERAPEUTICS INC | MPLT | 56565P103 | $24.6M | 0.46% | 685,852 | SH |
| 25 | KARDIGAN INC | KARD | 485925101 | $21.5M | 0.40% | 900,000 | SH |
| 26 | LEXEO THERAPEUTICS INC | LXEO | 52886X107 | $19.4M | 0.36% | 4,175,382 | SH |
| 27 | EDITAS MEDICINE INC | EDIT | 28106W103 | $18.1M | 0.34% | 5,586,625 | SH |
| 28 | INVENTIVA SA | IVA | 46124U107 | $15.1M | 0.28% | 4,000,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $5.34B | 28 | 0001855655-26-000014 |
| 2026-03-31 | 2026-05-15 | $4.89B | 35 | 0001855655-26-000011 |
| 2025-12-31 | 2026-02-17 | $3.92B | 30 | 0001855655-26-000003 |
| 2025-09-30 | 2025-11-14 | $3.52B | 36 | 0001855655-25-000014 |
NEW YORK, NY 10036