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, exited 14, added to 11, and trimmed 6.
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.
NEW YORK, NY 10036
$5.34B
Long-equity book
28
Distinct positions
2026-06-30
Filed 2026-08-14
+7 / −14 / ↑11 / ↓6
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
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
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 |