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Paradigm Biocapital Advisors LP

CIK 1855655 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Paradigm Biocapital Advisors LP reported 28 US-listed holdings worth $5.34 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Revolution Medicines, Inc. (22.3%), Nuvalent Inc. (13.7%) and Edgewise Therapeutics Inc. (7.8%). Against the quarter before, it opened 7 positions, added to 12, trimmed 7 and sold out of 14.

Reported holdings$5.34B+9.1% on Q1 2026
Positions28-7 on Q1 2026
The largest ten75.2%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
RVMD22.3%NUVL13.7%EWTX7.8%GMAB6.8%SYRE6.4%APGE3.9%ORKA3.8%TNGX3.7%BLTE3.6%ERAS3.3%TARS3.3%ALNY2.7%INSM2.6%MBX14 more13.6%

The 14 largest of its 28 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.86 billion in 31 positions$2.86BQ3 24Q4 2024: $2.87 billion in 28 positions$2.87BQ4 24Q1 2025: $2.17 billion in 27 positions$2.17BQ1 25Q2 2025: $2.34 billion in 28 positions$2.34BQ2 25Q3 2025: $3.38 billion in 33 positions$3.38BQ3 25Q4 2025: $3.73 billion in 29 positions$3.73BQ4 25Q1 2026: $4.89 billion in 35 positions$4.89BQ1 26Q2 2026: $5.34 billion in 28 positions$5.34BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 7Added 12Held 2Trimmed 7Sold out 14
Opened: 7Added: 12Held: 2Trimmed: 7Sold out: 14

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 7

  1. Alnylam Pharmaceuticals Inc ALNY$144.5 million
  2. MBX Biosciences Inc. MBX$138.4 million
  3. Jade Biosciences Inc. JBIO$63.5 million
  4. Achieve Life Sciences Inc. ACHV$32.3 million
  5. Maplight Therapeutics Inc. MPLT$24.6 million
  6. Kardigan Inc. KARD$21.5 million
  7. Editas Medicine, Inc. EDIT$18.1 million

Added to 12

  1. Spyre Therapeutics Inc. SYRE+1.9 million shares · +96%
  2. Genmab A/S GMAB+5.2 million shares · +65%
  3. Edgewise Therapeutics Inc. EWTX+2.9 million shares · +39%
  4. Nuvalent Inc. NUVL+600,000 shares · +11%
  5. Tango Therapeutics Inc. TNGX+2.3 million shares · +59%
  6. Viridian Therapeutics Inc. VRDN+3.6 million shares · +114%
  7. Apogee Therapeutics Inc. APGE+228,142 shares · +17%
  8. Assembly Biosciences Inc. ASMB+888,497 shares · +134%

and 4 more in the table below

Trimmed 7

  1. Vaxcyte Inc. PCVX-2.7 million shares · -56%
  2. Revolution Medicines, Inc. RVMD-294,380 shares · -4%
  3. Oruka Therapeutics Inc. ORKA-175,790 shares · -8%
  4. Erasca Inc. ERAS-842,702 shares · -8%
  5. Lexeo Therapeutics Inc. LXEO-2.0 million shares · -32%
  6. Tyra Biosciences Inc. TYRA-226,384 shares · -11%
  7. Eyepoint Pharmaceuticals Inc. EYPT-252,040 shares · -8%

Sold out of 14

  1. Arcellx Inc. ACLX$663.0 million last quarter
  2. Centessa Pharmaceuticals PLC CNTA$142.0 million last quarter
  3. Terns Pharmaceuticals Inc. TERN$116.9 million last quarter
  4. Cytokinetics Inc. CYTK$97.6 million last quarter
  5. Abivax SA ABVX$86.0 million last quarter
  6. Maze Therapeatics MAZE$81.9 million last quarter
  7. Scholar Rock Holding Corporation SRRK$60.3 million last quarter
  8. Mirum Pharmaceuticals Inc. MIRM$57.7 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Revolution Medicines, Inc. RVMD6,361,323$1.19 billion22.31%-294,380
Nuvalent Inc. NUVL5,924,433$731.7 million13.70%+600,000
Edgewise Therapeutics Inc. EWTX10,215,455$415.1 million7.77%+2,850,417
Genmab A/S GMAB13,133,131$360.8 million6.76%+5,165,295
Spyre Therapeutics Inc. SYRE3,840,778$341.0 million6.38%+1,883,512
Apogee Therapeutics Inc. APGE1,576,385$209.2 million3.92%+228,142
Oruka Therapeutics Inc. ORKA2,144,526$204.1 million3.82%-175,790
Tango Therapeutics Inc. TNGX6,357,523$198.7 million3.72%+2,347,844
Belite Bio Inc. BLTE1,232,877$189.8 million3.55%+118,093
Erasca Inc. ERAS9,550,000$175.0 million3.28%-842,702
Tarsus Pharmaceuticals Inc. TARS2,775,649$174.7 million3.27%+213,495
Alnylam Pharmaceuticals Inc ALNY480,000$144.5 million2.71%new
Insmed Inc. INSM1,325,977$141.4 million2.65%+71,489
MBX Biosciences Inc. MBX2,508,015$138.4 million2.59%new
Vaxcyte Inc. PCVX2,127,852$123.7 million2.32%-2,665,168
Viridian Therapeutics Inc. VRDN6,723,788$123.5 million2.31%+3,574,895
Olema Pharmaceuticals Inc. OLMA8,670,576$108.5 million2.03%+650,000
Jade Biosciences Inc. JBIO2,857,405$63.5 million1.19%new
Tyra Biosciences Inc. TYRA1,828,607$58.4 million1.09%-226,384
Assembly Biosciences Inc. ASMB1,553,748$42.7 million0.80%+888,497
Eyepoint Pharmaceuticals Inc. EYPT2,890,397$41.3 million0.77%-252,040
Achieve Life Sciences Inc. ACHV4,951,856$32.3 million0.61%new
Vor Biopharma Inc. VOR1,750,000$32.2 million0.60%no change
Maplight Therapeutics Inc. MPLT685,852$24.6 million0.46%new
Kardigan Inc. KARD900,000$21.5 million0.40%new
Lexeo Therapeutics Inc. LXEO4,175,382$19.4 million0.36%-2,008,752
Editas Medicine, Inc. EDIT5,586,625$18.1 million0.34%new
Inventiva SA IVA4,000,000$15.1 million0.28%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 14 it sold out of are in the box above.