Paradigm Biocapital Advisors LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Paradigm Biocapital Advisors LP disclosed 28 US equity positions worth $2.9bn in its Q4 2024 13F filing. The largest position was NUVALENT INC at 14.6% of the reported book, followed by ACLXGBX and ARGX. Against the Q3 2024 filing, it opened 4 new positions, added to 19 and reduced 3 among the top 28 holdings.
What did Paradigm Biocapital Advisors LP own in Q4 2024? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NUVALENT INC | 14.6% | $419.8m | 5,363,379 | 7% | added | |
| 2 | ACLXGBX ARCELLX INC | 11.7% | $335.3m | 4,371,601 | 9% | added | |
| 3 | ARGX ARGENX SE | Healthcare | 10.3% | $296.0m | 481,305 | 0% | held |
| 4 | RVMD REVOLUTION MEDICINES INC | Healthcare | 10.0% | $286.6m | 6,553,111 | 23% | added |
| 5 | JANX JANUX THERAPEUTICS INC | Healthcare | 6.5% | $188.2m | 3,515,986 | 46% | added |
| 6 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 4.9% | $140.2m | 2,531,896 | 4% | added |
| 7 | EWTX EDGEWISE THERAPEUTICS INC | 4.2% | $120.0m | 4,493,929 | 61% | added | |
| 8 | PCVX VAXCYTE INC | Healthcare | 4.1% | $116.5m | 1,422,787 | 127% | added |
| 9 | ONC BEIGENE LTD | Healthcare | 4.0% | $113.8m | 616,024 | 207% | added |
| 10 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 3.4% | $97.7m | 1,910,761 | -24% | reduced | |
| 11 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 3.3% | $96.0m | 1,772,211 | 90% | added |
| 12 | IRON DISC MEDICINE INC | Healthcare | 3.3% | $95.0m | 1,497,720 | 0% | held |
| 13 | MERUS N V | 2.5% | $71.1m | 1,689,922 | -31% | reduced | |
| 14 | VERA VERA THERAPEUTICS INC | Healthcare | 2.1% | $60.8m | 1,437,339 | 31% | added |
| 15 | APGE APOGEE THERAPEUTICS INC | Healthcare | 2.0% | $58.2m | 1,283,766 | 83% | added |
| 16 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.5% | $42.6m | 7,304,970 | 33% | added |
| 17 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 1.5% | $42.1m | 3,197,050 | 3% | added |
| 18 | IMTX IMMATICS N.V | Healthcare | 1.3% | $38.5m | 5,414,409 | 39% | added |
| 19 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.3% | $38.4m | 4,917,412 | 7% | added |
| 20 | SYRE SPYRE THERAPEUTICS INC | 1.2% | $35.6m | 1,527,205 | 20% | added | |
| 21 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.2% | $34.9m | 1,820,079 | -37% | reduced |
| 22 | YMABUSD Y-MABS THERAPEUTICS INC | 1.2% | $33.2m | 4,236,346 | 4% | added | |
| 23 | ERAS ERASCA INC | Healthcare | 0.9% | $27.0m | 10,752,354 | 1% | added |
| 24 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 0.8% | $22.4m | 485,105 | – | new |
| 25 | LENZ LENZ THERAPEUTICS INC | Healthcare | 0.8% | $22.2m | 770,455 | – | new |
| 26 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 0.6% | $17.3m | 400,000 | – | new |
| 27 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.6% | $15.9m | 819,660 | 14% | added |
| 28 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 0.3% | $9.1m | 276,439 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.