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Paradigm Biocapital Advisors Lp Top Holdings and 13F Report (2025)

About Paradigm Biocapital Advisors Lp

Investment Activity

  • Paradigm Biocapital Advisors Lp has $2.34 billion in total holdings as of June 30, 2025.
  • Paradigm Biocapital Advisors Lp owns shares of 28 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 18.14% of the portfolio was purchased this quarter.
  • About 10.81% of the portfolio was sold this quarter.
  • This quarter, Paradigm Biocapital Advisors Lp has purchased 27 new stocks and bought additional shares in 14 stocks.
  • Paradigm Biocapital Advisors Lp sold shares of 5 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Nuvalent
$402,057,738
Arcellx
$306,137,704
Merus
$225,230,780

Largest New Holdings this Quarter

80706P103 - Scholar Rock
$56,691,623 Holding
10806X102 - BridgeBio Pharma
$41,701,690 Holding
G01767105 - Alkermes
$39,355,029 Holding
00847X104 - Agios Pharmaceuticals
$37,999,916 Holding
N69605108 - Pharvaris
$18,707,234 Holding

Largest Purchases this Quarter

Scholar Rock
1,600,554 shares (about $56.69M)
Vaxcyte
1,676,356 shares (about $54.50M)
Merus
912,255 shares (about $47.98M)
BridgeBio Pharma
965,764 shares (about $41.70M)
Alkermes
1,375,569 shares (about $39.36M)

Largest Sales this Quarter

BeiGene
318,237 shares (about $77.04M)
Janux Therapeutics
409,651 shares (about $9.46M)
SPYRE THERAPEUTICS INC
256,760 shares (about $3.84M)
Revolution Medicines
84,820 shares (about $3.12M)
APOGEE THERAPEUTICS INC
3,077 shares (about $133.63K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofParadigm Biocapital Advisors Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$402,057,7380.0%5,269,43317.2%Medical
Arcellx, Inc. stock logo
ACLX
Arcellx
$306,137,704$10,337,396 3.5%4,649,01613.1%Medical
Merus N.V. stock logo
MRUS
Merus
$225,230,780$47,984,613 27.1%4,281,9549.6%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$224,172,176$3,120,528 -1.4%6,093,2919.6%Medical
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$120,561,770$14,822,690 14.0%2,976,0995.1%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$109,650,931$54,498,334 98.8%3,372,8374.7%Medical
BeiGene, Ltd. stock logo
BGNE
BeiGene
$84,188,799$77,035,631 -47.8%347,7873.6%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$80,526,130$16,358,501 25.5%6,142,3443.4%Medical
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$74,330,584$9,971,541 15.5%10,352,4493.2%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$67,457,960$9,462,938 -12.3%2,920,2582.9%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$67,400,584$11,428,793 20.4%2,343,5532.9%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$64,133,0240.0%1,210,9712.7%Medical
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$56,691,623$56,691,623 New Holding1,600,5542.4%Medical
LENZ THERAPEUTICS INC
$50,327,204$6,012,477 13.6%1,717,0662.1%COM
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$41,701,690$41,701,690 New Holding965,7641.8%Medical
APOGEE THERAPEUTICS INC
$41,633,301$133,634 -0.3%958,6301.8%COM
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$41,456,846$11,842,480 40.0%878,3231.8%Medical
Alkermes plc stock logo
ALKS
Alkermes
$39,355,029$39,355,029 New Holding1,375,5691.7%Medical
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$38,327,232$9,038,028 30.9%2,741,5761.6%Medical
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$37,999,916$37,999,916 New Holding1,142,5111.6%Medical
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$31,740,755$19,546,668 160.3%3,420,3401.4%Medical
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$28,815,373$97,980 0.3%6,764,1721.2%Medical
SPYRE THERAPEUTICS INC
$28,000,562$3,843,697 -12.1%1,870,4451.2%COM NEW
Y-mAbs Therapeutics, Inc. stock logo
YMAB
Y-mAbs Therapeutics
$19,105,9200.0%4,236,3460.8%Medical
Pharvaris N.V. stock logo
PHVS
Pharvaris
$18,707,234$18,707,234 New Holding1,062,9110.8%Medical
Immatics N.V. stock logo
IMTX
Immatics
$16,915,565$6,655,324 64.9%3,144,1570.7%Medical
Erasca, Inc. stock logo
ERAS
Erasca
$15,122,121$1,403,132 10.2%11,907,1820.6%Medical
CRESCENT BIOPHARMA INC.
$10,373,517$10,373,517 New Holding642,7210.4%COM
argenex SE stock logo
ARGX
argenex
$0$35,321,911 -100.0%00.0%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$0$34,509,706 -100.0%00.0%Medical
Insmed, Inc. stock logo
INSM
Insmed
$0$34,434,178 -100.0%00.0%Medical
METSERA INC
$0$32,431,596 -100.0%00.0%COM
Arcutis Biotherapeutics, Inc. stock logo
ARQT
Arcutis Biotherapeutics
$0$22,917,824 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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