Paradigm Biocapital Advisors LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1855655) · Explore on the interactive board
Paradigm Biocapital Advisors LP disclosed 28 US equity positions worth $5.3bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is RVMD at 22.3% of the reported book, followed by NUVALENT INC, EWTX. The top ten holdings are 75.2% of the book, and the portfolio behaves like about 11 equal-weight positions. Versus the prior filing it opened 7 new positions, added to 12, reduced 7 and exited 14. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Paradigm Biocapital Advisors LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 7 new, 12 added, 7 reduced, 14 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 22.3% | $1.2bn | 6,361,323 | -4% | reduced |
| 2 | NUVALENT INC | 13.7% | $731.7m | 5,924,433 | 11% | added | |
| 3 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 7.8% | $415.1m | 10,215,455 | 39% | added |
| 4 | GMAB GENMAB A/S | Healthcare | 6.8% | $360.8m | 13,133,131 | 65% | added |
| 5 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 6.4% | $341.0m | 3,840,778 | 96% | added |
| 6 | APGE APOGEE THERAPEUTICS INC | Healthcare | 3.9% | $209.2m | 1,576,385 | 17% | added |
| 7 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 3.8% | $204.1m | 2,144,526 | -8% | reduced |
| 8 | TNGX TANGO THERAPEUTICS INC | Healthcare | 3.7% | $198.7m | 6,357,523 | 59% | added |
| 9 | BLTE BELITE BIO INC | Healthcare | 3.6% | $189.8m | 1,232,877 | 11% | added |
| 10 | ERAS ERASCA INC | Healthcare | 3.3% | $175.0m | 9,550,000 | -8% | reduced |
| 11 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 3.3% | $174.7m | 2,775,649 | 8% | added |
| 12 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.7% | $144.5m | 480,000 | – | new |
| 13 | INSM INSMED INC | Healthcare | 2.6% | $141.4m | 1,325,977 | 6% | added |
| 14 | MBX MBX BIOSCIENCES INC | Healthcare | 2.6% | $138.4m | 2,508,015 | – | new |
| 15 | PCVX VAXCYTE INC | Healthcare | 2.3% | $123.7m | 2,127,852 | -56% | reduced |
| 16 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.3% | $123.5m | 6,723,788 | 114% | added |
| 17 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 2.0% | $108.5m | 8,670,576 | 8% | added |
| 18 | JBIO JADE BIOSCIENCES INC | Healthcare | 1.2% | $63.5m | 2,857,405 | – | new |
| 19 | TYRA TYRA BIOSCIENCES INC | Healthcare | 1.1% | $58.4m | 1,828,607 | -11% | reduced |
| 20 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 0.8% | $42.7m | 1,553,748 | 134% | added |
| 21 | EYPT EYEPOINT INC | Healthcare | 0.8% | $41.3m | 2,890,397 | -8% | reduced |
| 22 | ACHV ACHIEVE LIFE SCIENCE INC | 0.6% | $32.3m | 4,951,856 | – | new | |
| 23 | VOR VOR BIOPHARMA INC | Healthcare | 0.6% | $32.2m | 1,750,000 | 0% | held |
| 24 | MPLT MAPLIGHT THERAPEUTICS INC | 0.5% | $24.6m | 685,852 | – | new | |
| 25 | KARD KARDIGAN INC | 0.4% | $21.5m | 900,000 | – | new | |
| 26 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.4% | $19.4m | 4,175,382 | -32% | reduced |
| 27 | EDIT EDITAS MEDICINE INC | Healthcare | 0.3% | $18.1m | 5,586,625 | – | new |
| 28 | IVA INVENTIVA SA | 0.3% | $15.1m | 4,000,000 | 0% | held |
What did Paradigm Biocapital Advisors LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| ACLXGBX ARCELLX INC | 46.4% | $663.0m |
| CNTA CENTESSA PHARMACEUTICALS PLC | 9.9% | $142.0m |
| 430 TERNS PHARMACEUTICALS INC | 8.2% | $116.9m |
| CYTK CYTOKINETICS INC | 6.8% | $97.6m |
| ABVX ABIVAX SA | 6.0% | $86.0m |
| MAZE MAZE THERAPEUTICS INC | 5.7% | $81.9m |
| SRRK SCHOLAR ROCK HLDG CORP | 4.2% | $60.3m |
| MIRM MIRUM PHARMACEUTICALS INC | 4.0% | $57.7m |
| MANE VERADERMICS INC | 2.3% | $33.2m |
| URGN UROGEN PHARMA LTD | 2.1% | $30.6m |
| GPCR STRUCTURE THERAPEUTICS INC | 1.8% | $26.3m |
| ORIC ORIC PHARMACEUTICALS INC | 1.5% | $21.6m |
| BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 0.5% | $7.8m |
| KLRS KALARIS THERAPEUTICS INC | 0.3% | $4.0m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 84.5% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Paradigm Biocapital Advisors LP's portfolio?
Across every quarter Paradigm Biocapital Advisors LP has filed, its median largest position is 17.9% of the book and its median top-ten weight is 71.4%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 14.0 completed holding spells, the median lasted 1.0 quarters; 28.0 positions are still open and their final length is unknown.