Paradigm Biocapital Advisors LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Paradigm Biocapital Advisors LP disclosed 27 US equity positions worth $2.2bn in its Q1 2025 13F filing. The largest position was NUVALENT INC at 17.2% of the reported book, followed by ACLXGBX and RVMD. Against the Q4 2024 filing, it opened 5 new positions, added to 10 and reduced 10 among the top 27 holdings.
What did Paradigm Biocapital Advisors LP own in Q1 2025? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NUVALENT INC | 17.2% | $373.7m | 5,269,433 | -2% | reduced | |
| 2 | ACLXGBX ARCELLX INC | 13.6% | $294.7m | 4,492,032 | 3% | added | |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 10.1% | $218.5m | 6,178,111 | -6% | reduced |
| 4 | ONC BEIGENE LTD | Healthcare | 8.3% | $181.3m | 666,024 | 8% | added |
| 5 | MERUS N V | 6.5% | $141.8m | 3,369,699 | 99% | added | |
| 6 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 6.2% | $134.1m | 2,610,197 | 3% | added |
| 7 | EWTX EDGEWISE THERAPEUTICS INC | 4.5% | $96.7m | 4,394,556 | -2% | reduced | |
| 8 | JANX JANUX THERAPEUTICS INC | Healthcare | 4.1% | $89.9m | 3,329,909 | -5% | reduced |
| 9 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 3.0% | $65.3m | 1,946,168 | 2% | added | |
| 10 | PCVX VAXCYTE INC | Healthcare | 2.9% | $64.1m | 1,696,481 | 19% | added |
| 11 | IRON DISC MEDICINE INC | Healthcare | 2.8% | $60.1m | 1,210,971 | -19% | reduced |
| 12 | COGT COGENT BIOSCIENCES INC | Healthcare | 2.5% | $53.7m | 8,963,655 | 82% | added |
| 13 | LENZ LENZ THERAPEUTICS INC | Healthcare | 1.8% | $38.9m | 1,511,932 | 96% | added |
| 14 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.7% | $35.9m | 961,707 | -25% | reduced |
| 15 | ARGX ARGENX SE | Healthcare | 1.6% | $35.3m | 59,679 | -88% | reduced |
| 16 | CYTK CYTOKINETICS INC | Healthcare | 1.6% | $34.5m | 858,664 | – | new |
| 17 | INSM INSMED INC | Healthcare | 1.6% | $34.4m | 451,359 | – | new |
| 18 | SYRE SPYRE THERAPEUTICS INC | 1.6% | $34.3m | 2,127,205 | 39% | added | |
| 19 | METSERA INC | 1.5% | $32.4m | 1,191,462 | – | new | |
| 20 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.3% | $28.2m | 2,095,079 | 15% | added |
| 21 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.2% | $25.3m | 6,741,172 | -8% | reduced |
| 22 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 1.1% | $24.5m | 627,423 | -65% | reduced |
| 23 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 1.1% | $22.9m | 1,465,334 | – | new |
| 24 | YMABUSD Y-MABS THERAPEUTICS INC | 0.9% | $18.8m | 4,236,346 | 0% | held | |
| 25 | ERAS ERASCA INC | Healthcare | 0.7% | $14.8m | 10,802,354 | 0% | held |
| 26 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 0.4% | $9.6m | 1,314,018 | – | new |
| 27 | IMTX IMMATICS N.V | Healthcare | 0.4% | $8.6m | 1,907,108 | -65% | reduced |
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.