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Paradigm Biocapital Advisors Lp Top Holdings and 13F Report (2026)

About Paradigm Biocapital Advisors Lp

Investment Activity

  • Paradigm Biocapital Advisors Lp has $5.34 billion in total holdings as of June 30, 2026.
  • Paradigm Biocapital Advisors Lp owns shares of 28 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 22.15% of the portfolio was purchased this quarter.
  • About 31.67% of the portfolio was sold this quarter.
  • This quarter, Paradigm Biocapital Advisors Lp has purchased 35 new stocks and bought additional shares in 12 stocks.
  • Paradigm Biocapital Advisors Lp sold shares of 7 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Revolution Medicines
$1,191,348,571
Nuvalent
$731,667,476
Genmab A/S
$360,767,109
SPYRE THERAPEUTICS INC
$340,984,271

Largest New Holdings this Quarter

02043Q107 - Alnylam Pharmaceuticals
$144,494,400 Holding
55287L101 - MBX BIOSCIENCES INC
$138,442,428 Holding
008064206 - JADE BIOSCIENCES INC
$63,491,539 Holding
004468500 - Achieve Life Sciences
$32,335,620 Holding
56565P103 - MAPLIGHT THERAPEUTICS INC
$24,580,936 Holding

Largest Purchases this Quarter

SPYRE THERAPEUTICS INC
1,883,512 shares (about $167.22M)
Alnylam Pharmaceuticals
480,000 shares (about $144.49M)
Genmab A/S
5,165,295 shares (about $141.89M)
MBX BIOSCIENCES INC
2,508,015 shares (about $138.44M)
Edgewise Therapeutics
2,850,417 shares (about $115.81M)

Largest Sales this Quarter

Vaxcyte
2,665,168 shares (about $154.93M)
Revolution Medicines
294,380 shares (about $55.13M)
ORUKA THERAPEUTICS INC
175,790 shares (about $16.73M)
Erasca
842,702 shares (about $15.44M)
LEXEO THERAPEUTICS INC
2,008,752 shares (about $9.35M)

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
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$1,191,348,571$55,131,486 â–¼-4.4%6,361,32322.3%Healthcare
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$731,667,476$74,100,000 â–²11.3%5,924,43313.7%Healthcare
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$415,053,937$115,812,443 â–²38.7%10,215,4557.8%Healthcare
Genmab A/S Sponsored ADR stock logo
GMAB
Genmab A/S
$360,767,109$141,890,654 â–²64.8%13,133,1316.8%Healthcare
SPYRE THERAPEUTICS INC
$340,984,271$167,218,195 â–²96.2%3,840,7786.4%COM NEW
APOGEE THERAPEUTICS INC
$209,233,581$30,281,288 â–²16.9%1,576,3853.9%COM
ORUKA THERAPEUTICS INC
$204,094,539$16,729,934 â–¼-7.6%2,144,5263.8%COM
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$198,736,169$73,393,603 â–²58.6%6,357,5233.7%Healthcare
Belite Bio, Inc. Sponsored ADR stock logo
BLTE
Belite Bio
$189,844,565$18,184,551 â–²10.6%1,232,8773.6%Healthcare
Erasca, Inc. stock logo
ERAS
Erasca
$174,956,000$15,438,301 â–¼-8.1%9,550,0003.3%Healthcare
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$174,699,348$13,437,375 â–²8.3%2,775,6493.3%Healthcare
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$144,494,400$144,494,400 â–²New Holding480,0002.7%Healthcare
Insmed, Inc. stock logo
INSM
Insmed
$141,375,668$7,622,157 â–²5.7%1,325,9772.6%Healthcare
MBX BIOSCIENCES INC
$138,442,428$138,442,428 â–²New Holding2,508,0152.6%COM
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$123,692,037$154,926,216 â–¼-55.6%2,127,8522.3%Healthcare
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$123,515,986$65,670,821 â–²113.5%6,723,7882.3%Healthcare
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$108,468,906$8,131,500 â–²8.1%8,670,5762.0%Healthcare
JADE BIOSCIENCES INC
$63,491,539$63,491,539 â–²New Holding2,857,4051.2%COM NEW
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$58,405,708$7,230,705 â–¼-11.0%1,828,6071.1%Healthcare
ASSEMBLY BIOSCIENCES INC
$42,696,995$24,415,898 â–²133.6%1,553,7480.8%COM NEW
Eyepoint Pharmaceuticals, Inc. stock logo
EYPT
Eyepoint Pharmaceuticals
$41,332,677$3,604,172 â–¼-8.0%2,890,3970.8%Healthcare
Achieve Life Sciences, Inc. stock logo
ACHV
Achieve Life Sciences
$32,335,620$32,335,620 â–²New Holding4,951,8560.6%Healthcare
VOR BIOPHARMA INC
$32,217,5000.0%1,750,0000.6%COM NEW
MAPLIGHT THERAPEUTICS INC
$24,580,936$24,580,936 â–²New Holding685,8520.5%COM
KARDIGAN INC
$21,465,000$21,465,000 â–²New Holding900,0000.4%COM
LEXEO THERAPEUTICS INC
$19,436,403$9,350,740 â–¼-32.5%4,175,3820.4%COM
Editas Medicine, Inc. stock logo
EDIT
Editas Medicine
$18,100,665$18,100,665 â–²New Holding5,586,6250.3%Healthcare
Inventiva S.A. Sponsored ADR stock logo
IVA
Inventiva
$15,120,0000.0%4,000,0000.3%Healthcare
Arcellx, Inc. stock logo
ACLX
Arcellx
$0$662,972,517 â–¼-100.0%00.0%Healthcare
Centessa Pharmaceuticals PLC Sponsored ADR stock logo
CNTA
Centessa Pharmaceuticals
$0$141,961,187 â–¼-100.0%00.0%Healthcare
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$0$116,853,827 â–¼-100.0%00.0%Healthcare
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$0$97,603,285 â–¼-100.0%00.0%Healthcare
ABIVAX SA
$0$86,014,869 â–¼-100.0%00.0%SPONSORED ADS
MAZE THERAPEUTICS INC
$0$81,920,310 â–¼-100.0%00.0%COM
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$0$60,274,093 â–¼-100.0%00.0%Healthcare
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$0$57,737,500 â–¼-100.0%00.0%Healthcare
VERADERMICS INC
$0$33,153,750 â–¼-100.0%00.0%COMMON STOCK
Urogen Pharma stock logo
URGN
Urogen Pharma
$0$30,637,003 â–¼-100.0%00.0%Healthcare
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$0$26,282,833 â–¼-100.0%00.0%Healthcare
Oric Pharmaceuticals, Inc. stock logo
ORIC
Oric Pharmaceuticals
$0$21,554,419 â–¼-100.0%00.0%Healthcare
BRIDGEBIO ONCOLOGY THERAPEUT
$0$7,770,506 â–¼-100.0%00.0%COM NEW
KALARIS THERAPEUTICS INC
$0$4,039,000 â–¼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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