Paradigm Biocapital Advisors LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Paradigm Biocapital Advisors LP disclosed 29 US equity positions worth $3.7bn in its Q4 2025 13F filing. The largest position was NUVALENT INC at 14.2% of the reported book, followed by RVMD and ACLXGBX. Against the Q3 2025 filing, it opened 8 new positions, added to 11 and reduced 7 among the top 29 holdings.
What did Paradigm Biocapital Advisors LP own in Q4 2025? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NUVALENT INC | 14.2% | $530.1m | 5,269,433 | 0% | held | |
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 14.2% | $529.2m | 6,644,403 | 7% | added |
| 3 | ACLXGBX ARCELLX INC | 10.0% | $373.2m | 5,724,016 | 23% | added | |
| 4 | GMAB GENMAB A/S | Healthcare | 5.8% | $216.8m | 7,039,834 | 84% | added |
| 5 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 5.6% | $209.8m | 2,562,154 | -4% | reduced |
| 6 | ABVX ABIVAX SA | 5.1% | $191.2m | 1,417,473 | -9% | reduced | |
| 7 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 5.0% | $188.6m | 7,544,172 | 11% | added |
| 8 | PCVX VAXCYTE INC | Healthcare | 5.0% | $187.7m | 4,068,020 | 7% | added |
| 9 | CDTX CIDARA THERAPEUTICS INC | 4.5% | $167.8m | 759,565 | -21% | reduced | |
| 10 | EWTX EDGEWISE THERAPEUTICS INC | 4.3% | $162.3m | 6,541,210 | 6% | added | |
| 11 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 3.6% | $134.9m | 3,062,157 | 52% | added |
| 12 | URGN UROGEN PHARMA LTD | Healthcare | 2.8% | $104.8m | 4,473,648 | 6% | added |
| 13 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 2.8% | $102.9m | 2,210,774 | -13% | reduced | |
| 14 | APGE APOGEE THERAPEUTICS INC | Healthcare | 2.3% | $84.8m | 1,123,243 | -26% | reduced |
| 15 | EYPT EYEPOINT INC | Healthcare | 1.8% | $67.4m | 3,691,475 | 84% | added |
| 16 | ERAS ERASCA INC | Healthcare | 1.4% | $52.7m | 14,159,095 | 4% | added |
| 17 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 1.4% | $52.3m | 684,277 | 0% | held |
| 18 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.4% | $51.8m | 1,710,316 | – | new |
| 19 | SYRE SPYRE THERAPEUTICS INC | 1.3% | $48.1m | 1,467,266 | 0% | held | |
| 20 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 1.3% | $47.3m | 4,763,198 | – | new |
| 21 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.2% | $44.9m | 1,443,102 | -45% | reduced |
| 22 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.0% | $35.6m | 2,935,284 | -16% | reduced |
| 23 | 430 TERNS PHARMACEUTICALS INC | 0.9% | $32.7m | 810,286 | – | new | |
| 24 | BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 0.8% | $28.3m | 2,261,749 | 21% | added | |
| 25 | VOR VOR BIOPHARMA INC | 0.6% | $22.9m | 1,750,000 | – | new | |
| 26 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 0.6% | $22.6m | 665,251 | – | new |
| 27 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.5% | $19.6m | 2,401,217 | – | new |
| 28 | IVA INVENTIVA SA | 0.5% | $18.6m | 4,000,000 | – | new | |
| 29 | KLRS KALARIS THERAPEUTICS INC | 0.2% | $5.9m | 700,000 | – | 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.