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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 $4.89 billion in total holdings as of March 31, 2026.
  • Paradigm Biocapital Advisors Lp owns shares of 35 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 26.27% of the portfolio was purchased this quarter.
  • About 17.22% of the portfolio was sold this quarter.
  • This quarter, Paradigm Biocapital Advisors Lp has purchased 30 new stocks and bought additional shares in 13 stocks.
  • Paradigm Biocapital Advisors Lp sold shares of 7 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Arcellx
$662,972,517
Nuvalent
$545,488,161
Vaxcyte
$278,522,392

Largest New Holdings this Quarter

457669307 - Insmed
$205,133,878 Holding
07782B104 - Belite Bio
$177,741,161 Holding
152309100 - Centessa Pharmaceuticals
$141,961,187 Holding
23282W605 - Cytokinetics
$97,603,285 Holding
87583X109 - Tango Therapeutics
$83,882,485 Holding

Largest Purchases this Quarter

Insmed
1,254,488 shares (about $205.13M)
Belite Bio
1,114,784 shares (about $177.74M)
Centessa Pharmaceuticals
3,574,048 shares (about $141.96M)
Cytokinetics
1,480,857 shares (about $97.60M)
Tango Therapeutics
4,009,679 shares (about $83.88M)

Largest Sales this Quarter

Scholar Rock
1,836,077 shares (about $90.26M)
ABIVAX SA
645,000 shares (about $71.82M)
Erasca
3,766,393 shares (about $60.94M)
Urogen Pharma
2,769,699 shares (about $49.80M)
BRIDGEBIO ONCOLOGY THERAPEUT
1,393,536 shares (about $12.47M)

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
Arcellx, Inc. stock logo
ACLX
Arcellx
$662,972,517$5,741,000 â–²0.9%5,774,01613.5%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$647,267,117$1,098,925 â–²0.2%6,655,70313.2%Medical
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$545,488,161$5,634,750 â–²1.0%5,324,43311.1%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$278,522,392$42,129,750 â–²17.8%4,793,0205.7%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$231,998,697$25,950,582 â–²12.6%7,365,0384.7%Medical
Genmab A/S Sponsored ADR stock logo
GMAB
Genmab A/S
$213,777,040$24,898,294 â–²13.2%7,967,8364.4%Medical
Insmed, Inc. stock logo
INSM
Insmed
$205,133,878$205,133,878 â–²New Holding1,254,4884.2%Medical
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$179,735,1030.0%2,562,1543.7%Medical
Belite Bio, Inc. Sponsored ADR stock logo
BLTE
Belite Bio
$177,741,161$177,741,161 â–²New Holding1,114,7843.6%Medical
Erasca, Inc. stock logo
ERAS
Erasca
$168,153,918$60,940,239 â–¼-26.6%10,392,7023.4%Medical
Centessa Pharmaceuticals PLC Sponsored ADR stock logo
CNTA
Centessa Pharmaceuticals
$141,961,187$141,961,187 â–²New Holding3,574,0482.9%Medical
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$119,586,788$7,103,184 â–²6.3%8,020,5762.4%Medical
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$116,853,827$74,135,549 â–²173.5%2,216,4992.4%Medical
ORUKA THERAPEUTICS INC
$113,811,500$29,920,500 â–²35.7%2,320,3162.3%COM
APOGEE THERAPEUTICS INC
$113,481,613$18,938,250 â–²20.0%1,348,2432.3%COM
SPYRE THERAPEUTICS INC
$98,724,497$24,715,600 â–²33.4%1,957,2662.0%COM NEW
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$97,603,285$97,603,285 â–²New Holding1,480,8572.0%Medical
ABIVAX SA
$86,014,869$71,820,750 â–¼-45.5%772,4731.8%SPONSORED ADS
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$83,882,485$83,882,485 â–²New Holding4,009,6791.7%Medical
MAZE THERAPEUTICS INC
$81,920,310$81,920,310 â–²New Holding2,744,3991.7%COM
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$78,706,155$78,706,155 â–²New Holding2,054,9911.6%Medical
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$61,592,347$33,365,272 â–²118.2%3,148,8931.3%Medical
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$60,274,093$90,261,546 â–¼-60.0%1,226,0801.2%Medical
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$57,737,500$57,737,500 â–²New Holding625,0001.2%Medical
Eyepoint Pharmaceuticals, Inc. stock logo
EYPT
Eyepoint Pharmaceuticals
$40,506,013$7,077,100 â–¼-14.9%3,142,4370.8%Medical
LEXEO THERAPEUTICS INC
$35,496,929$8,156,173 â–²29.8%6,184,1340.7%COM
VERADERMICS INC
$33,153,750$33,153,750 â–²New Holding525,0000.7%COMMON STOCK
VOR BIOPHARMA INC
$31,220,0000.0%1,750,0000.6%COM NEW
Urogen Pharma stock logo
URGN
Urogen Pharma
$30,637,003$49,799,188 â–¼-61.9%1,703,9490.6%Medical
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$26,282,833$26,282,833 â–²New Holding545,2870.5%Medical
Inventiva S.A. Sponsored ADR stock logo
IVA
Inventiva
$22,200,0000.0%4,000,0000.5%Medical
Oric Pharmaceuticals, Inc. stock logo
ORIC
Oric Pharmaceuticals
$21,554,419$8,869,000 â–¼-29.2%1,701,2170.4%Medical
ASSEMBLY BIOSCIENCES INC
$18,460,7150.0%665,2510.4%COM NEW
BRIDGEBIO ONCOLOGY THERAPEUT
$7,770,506$12,472,147 â–¼-61.6%868,2130.2%COM NEW
KALARIS THERAPEUTICS INC
$4,039,0000.0%700,0000.1%COM
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$0$182,895,000 â–¼-100.0%00.0%ETF
CIDARA THERAPEUTICS INC
$0$167,780,313 â–¼-100.0%00.0%COM NEW
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$0$102,911,530 â–¼-100.0%00.0%Medical
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$0$52,340,348 â–¼-100.0%00.0%Medical
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$0$35,634,348 â–¼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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