Paradigm Biocapital Advisors LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Paradigm Biocapital Advisors LP disclosed 28 US equity positions worth $2.3bn in its Q2 2025 13F filing. The largest position was NUVALENT INC at 17.2% of the reported book, followed by ACLXGBX and MERUS N V. Against the Q1 2025 filing, it opened 6 new positions, added to 13 and reduced 4 among the top 28 holdings.
What did Paradigm Biocapital Advisors LP own in Q2 2025? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NUVALENT INC | 17.2% | $402.1m | 5,269,433 | 0% | held | |
| 2 | ACLXGBX ARCELLX INC | 13.1% | $306.1m | 4,649,016 | 3% | added | |
| 3 | MERUS N V | 9.6% | $225.2m | 4,281,954 | 27% | added | |
| 4 | RVMD REVOLUTION MEDICINES INC | Healthcare | 9.6% | $224.2m | 6,093,291 | -1% | reduced |
| 5 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 5.1% | $120.6m | 2,976,099 | 14% | added |
| 6 | PCVX VAXCYTE INC | Healthcare | 4.7% | $109.7m | 3,372,837 | 99% | added |
| 7 | ONC BEONE MEDICINES LTD | Healthcare | 3.6% | $84.2m | 347,787 | -48% | reduced |
| 8 | EWTX EDGEWISE THERAPEUTICS INC | 3.4% | $80.5m | 6,142,344 | 40% | added | |
| 9 | COGT COGENT BIOSCIENCES INC | Healthcare | 3.2% | $74.3m | 10,352,449 | 15% | added |
| 10 | JANX JANUX THERAPEUTICS INC | Healthcare | 2.9% | $67.5m | 2,920,258 | -12% | reduced |
| 11 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 2.9% | $67.4m | 2,343,553 | 20% | added | |
| 12 | IRON DISC MEDICINE INC | Healthcare | 2.7% | $64.1m | 1,210,971 | 0% | held |
| 13 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 2.4% | $56.7m | 1,600,554 | – | new |
| 14 | LENZ LENZ THERAPEUTICS INC | Healthcare | 2.1% | $50.3m | 1,717,066 | 14% | added |
| 15 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 1.8% | $41.7m | 965,764 | – | new |
| 16 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.8% | $41.6m | 958,630 | -0% | held |
| 17 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 1.8% | $41.5m | 878,323 | 40% | added |
| 18 | ALKS ALKERMES PLC | Healthcare | 1.7% | $39.4m | 1,375,569 | – | new |
| 19 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.6% | $38.3m | 2,741,576 | 31% | added |
| 20 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.6% | $38.0m | 1,142,511 | – | new |
| 21 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.4% | $31.7m | 3,420,340 | 160% | added |
| 22 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.2% | $28.8m | 6,764,172 | 0% | held |
| 23 | SYRE SPYRE THERAPEUTICS INC | 1.2% | $28.0m | 1,870,445 | -12% | reduced | |
| 24 | YMABUSD Y-MABS THERAPEUTICS INC | 0.8% | $19.1m | 4,236,346 | 0% | held | |
| 25 | PHVS PHARVARIS N V | 0.8% | $18.7m | 1,062,911 | – | new | |
| 26 | IMTX IMMATICS N.V | Healthcare | 0.7% | $16.9m | 3,144,157 | 65% | added |
| 27 | ERAS ERASCA INC | Healthcare | 0.6% | $15.1m | 11,907,182 | 10% | added |
| 28 | CBIO CRESCENT BIOPHARMA INC. | 0.4% | $10.4m | 642,721 | – | 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.