Paradigm Biocapital Advisors LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Paradigm Biocapital Advisors LP disclosed 33 US equity positions worth $3.4bn in its Q3 2025 13F filing. The largest position was NUVALENT INC at 13.5% of the reported book, followed by MERUS N V and ACLXGBX. Against the Q2 2025 filing, it opened 10 new positions, added to 11 and reduced 7 among the top 33 holdings.
What did Paradigm Biocapital Advisors LP own in Q3 2025? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NUVALENT INC | 13.5% | $455.7m | 5,269,433 | 0% | held | |
| 2 | MERUS N V | 12.2% | $411.8m | 4,373,770 | 2% | added | |
| 3 | ACLXGBX ARCELLX INC | 11.3% | $381.7m | 4,649,016 | 0% | held | |
| 4 | RVMD REVOLUTION MEDICINES INC | Healthcare | 8.6% | $290.6m | 6,223,291 | 2% | added |
| 5 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 4.7% | $158.4m | 2,665,698 | -10% | reduced |
| 6 | PCVX VAXCYTE INC | Healthcare | 4.0% | $136.3m | 3,784,755 | 12% | added |
| 7 | ABVX ABIVAX SA | 3.9% | $132.8m | 1,564,196 | – | new | |
| 8 | GMAB GENMAB A/S | Healthcare | 3.5% | $117.1m | 3,816,851 | – | new |
| 9 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 3.2% | $107.3m | 2,673,555 | 134% | added |
| 10 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 3.1% | $106.2m | 2,550,774 | 9% | added | |
| 11 | EWTX EDGEWISE THERAPEUTICS INC | 3.0% | $100.1m | 6,170,131 | 0% | held | |
| 12 | CDTX CIDARA THERAPEUTICS INC | 2.7% | $92.0m | 961,164 | – | new | |
| 13 | URGN UROGEN PHARMA LTD | Healthcare | 2.5% | $84.1m | 4,216,084 | – | new |
| 14 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 2.2% | $74.8m | 2,009,745 | 26% | added |
| 15 | JANX JANUX THERAPEUTICS INC | Healthcare | 2.1% | $71.4m | 2,920,258 | 0% | held |
| 16 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 2.0% | $66.5m | 6,794,172 | 0% | held |
| 17 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.8% | $60.5m | 1,521,757 | 59% | added |
| 18 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.7% | $56.3m | 2,609,353 | -5% | reduced |
| 19 | ALKS ALKERMES PLC | Healthcare | 1.5% | $51.6m | 1,719,334 | 25% | added |
| 20 | LENZ LENZ THERAPEUTICS INC | Healthcare | 1.5% | $50.0m | 1,073,461 | -37% | reduced |
| 21 | PHVS PHARVARIS N V | 1.4% | $45.8m | 1,835,494 | 73% | added | |
| 22 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.3% | $45.3m | 3,156,398 | -70% | reduced |
| 23 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.2% | $40.9m | 3,497,307 | 2% | added |
| 24 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 1.1% | $35.5m | 684,277 | -29% | reduced |
| 25 | ERAS ERASCA INC | Healthcare | 0.9% | $29.6m | 13,560,017 | 14% | added |
| 26 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 0.8% | $28.6m | 2,005,365 | – | new |
| 27 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.8% | $25.9m | 3,086,184 | – | new |
| 28 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.8% | $25.8m | 1,900,000 | – | new |
| 29 | SYRE SPYRE THERAPEUTICS INC | 0.7% | $24.6m | 1,467,266 | -22% | reduced | |
| 30 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.7% | $24.0m | 1,898,950 | – | new |
| 31 | BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 0.6% | $21.6m | 1,866,141 | – | new | |
| 32 | IRON DISC MEDICINE INC | Healthcare | 0.5% | $16.4m | 247,716 | -80% | reduced |
| 33 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.3% | $10.4m | 372,869 | – | 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.