Paradigm Biocapital Advisors Lp Top Holdings and 13F Report (2025) About Paradigm Biocapital Advisors LpInvestment ActivityParadigm Biocapital Advisors Lp has $2.18 billion in total holdings as of March 31, 2025.Paradigm Biocapital Advisors Lp owns shares of 27 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 14.07% of the portfolio was purchased this quarter.About 24.32% of the portfolio was sold this quarter.This quarter, Paradigm Biocapital Advisors Lp has purchased 28 new stocks and bought additional shares in 12 stocks.Paradigm Biocapital Advisors Lp sold shares of 9 stocks and completely divested from 6 stocks this quarter.Largest Holdings Nuvalent $373,708,188Arcellx $294,677,299Revolution Medicines $218,458,005BeiGene $181,271,752Merus $141,830,631 Largest New Holdings this Quarter 23282W605 - Cytokinetics $34,509,706 Holding457669307 - Insmed $34,434,178 Holding59267L107 - METSERA INC $32,431,596 Holding03969K108 - Arcutis Biotherapeutics $22,917,824 Holding67576A100 - Ocular Therapeutix $9,631,752 Holding Largest Purchases this Quarter Merus 1,679,777 shares (about $70.70M)Cytokinetics 858,664 shares (about $34.51M)Insmed 451,359 shares (about $34.43M)METSERA INC 1,191,462 shares (about $32.43M)Cogent Biosciences 4,046,243 shares (about $24.24M) Largest Sales this Quarter argenx 421,626 shares (about $249.55M)MoonLake Immunotherapeutics 1,144,788 shares (about $44.73M)Immatics 3,507,301 shares (about $15.82M)Disc Medicine 286,749 shares (about $14.23M)Revolution Medicines 375,000 shares (about $13.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofParadigm Biocapital Advisors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNUVLNuvalent$373,708,188$6,662,650 ▼-1.8%5,269,43317.1%MedicalACLXArcellx$294,677,299$7,900,274 ▲2.8%4,492,03213.5%MedicalRVMDRevolution Medicines$218,458,005$13,260,000 ▼-5.7%6,178,11110.0%MedicalBGNEBeiGene$181,271,752$13,608,500 ▲8.1%666,0248.3%MedicalMRUSMerus$141,830,631$70,701,814 ▲99.4%3,369,6996.5%MedicalTARSTarsus Pharmaceuticals$134,085,820$4,022,322 ▲3.1%2,610,1976.1%MedicalEWTXEdgewise Therapeutics$107,680,232$8,813,794 ▲8.9%4,894,5564.9%MedicalJANXJanux Therapeutics$89,907,543$5,024,079 ▼-5.3%3,329,9094.1%MedicalCRNXCrinetics Pharmaceuticals$65,274,475$1,187,551 ▲1.9%1,946,1683.0%MedicalPCVXVaxcyte$64,059,123$10,334,686 ▲19.2%1,696,4812.9%MedicalIRONDisc Medicine$60,112,600$14,234,220 ▼-19.1%1,210,9712.8%MedicalCOGTCogent Biosciences$53,692,293$24,236,995 ▲82.3%8,963,6552.5%MedicalLENZ THERAPEUTICS INC$38,871,772$19,063,374 ▲96.2%1,511,9321.8%COMAPOGEE THERAPEUTICS INC$35,929,374$12,032,124 ▼-25.1%961,7071.6%COMARGXargenx$35,321,911$249,545,670 ▼-87.6%59,6791.6%MedicalCYTKCytokinetics$34,509,706$34,509,706 ▲New Holding858,6641.6%MedicalINSMInsmed$34,434,178$34,434,178 ▲New Holding451,3591.6%MedicalSPYRE THERAPEUTICS INC$34,322,453$9,681,000 ▲39.3%2,127,2051.6%COM NEWMETSERA INC$32,431,596$32,431,596 ▲New Holding1,191,4621.5%COMVRDNViridian Therapeutics$28,241,665$3,707,000 ▲15.1%2,095,0791.3%MedicalOLMAOlema Pharmaceuticals$25,346,807$2,119,881 ▼-7.7%6,741,1721.2%MedicalMLTXMoonLake Immunotherapeutics$24,513,417$44,726,868 ▼-64.6%627,4231.1%MedicalARQTArcutis Biotherapeutics$22,917,824$22,917,824 ▲New Holding1,465,3341.0%MedicalYMABY-mAbs Therapeutics$18,767,0130.0%4,236,3460.9%MedicalERASErasca$14,799,225$68,500 ▲0.5%10,802,3540.7%MedicalOCULOcular Therapeutix$9,631,752$9,631,752 ▲New Holding1,314,0180.4%MedicalIMTXImmatics$8,601,057$15,817,927 ▼-64.8%1,907,1080.4%MedicalVERAVera Therapeutics$0$60,785,066 ▼-100.0%00.0%MedicalPLRXPliant Therapeutics$0$42,105,149 ▼-100.0%00.0%MedicalTECTONIC THERAPEUTIC INC$0$22,397,298 ▼-100.0%00.0%COMSRRKScholar Rock$0$17,288,000 ▼-100.0%00.0%MedicalORUKA THERAPEUTICS INC$0$15,893,207 ▼-100.0%00.0%COMAGIOAgios Pharmaceuticals$0$9,083,786 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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