Paradigm Biocapital Advisors LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Paradigm Biocapital Advisors LP disclosed 35 US equity positions worth $4.9bn in its Q1 2026 13F filing. The largest position was ACLXGBX at 13.5% of the reported book, followed by RVMD and NUVALENT INC.
What did Paradigm Biocapital Advisors LP own in Q1 2026? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ACLXGBX ARCELLX INC | 13.5% | $663.0m | 5,774,016 | – | ||
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 13.2% | $647.3m | 6,655,703 | – | |
| 3 | NUVALENT INC | 11.1% | $545.5m | 5,324,433 | – | ||
| 4 | PCVX VAXCYTE INC | Healthcare | 5.7% | $278.5m | 4,793,020 | – | |
| 5 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 4.7% | $232.0m | 7,365,038 | – | |
| 6 | GMAB GENMAB A/S | Healthcare | 4.4% | $213.8m | 7,967,836 | – | |
| 7 | INSM INSMED INC | Healthcare | 4.2% | $205.1m | 1,254,488 | – | |
| 8 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 3.7% | $179.7m | 2,562,154 | – | |
| 9 | BLTE BELITE BIO INC | Healthcare | 3.6% | $177.7m | 1,114,784 | – | |
| 10 | ERAS ERASCA INC | Healthcare | 3.4% | $168.2m | 10,392,702 | – | |
| 11 | CNTA CENTESSA PHARMACEUTICALS PLC | 2.9% | $142.0m | 3,574,048 | – | ||
| 12 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 2.4% | $119.6m | 8,020,576 | – | |
| 13 | 430 TERNS PHARMACEUTICALS INC | 2.4% | $116.9m | 2,216,499 | – | ||
| 14 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 2.3% | $113.8m | 2,320,316 | – | |
| 15 | APGE APOGEE THERAPEUTICS INC | Healthcare | 2.3% | $113.5m | 1,348,243 | – | |
| 16 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 2.0% | $98.7m | 1,957,266 | – | |
| 17 | CYTK CYTOKINETICS INC | Healthcare | 2.0% | $97.6m | 1,480,857 | – | |
| 18 | ABVX ABIVAX SA | Healthcare | 1.8% | $86.0m | 772,473 | – | |
| 19 | TNGX TANGO THERAPEUTICS INC | Healthcare | 1.7% | $83.9m | 4,009,679 | – | |
| 20 | MAZE MAZE THERAPEUTICS INC | Healthcare | 1.7% | $81.9m | 2,744,399 | – | |
| 21 | TYRA TYRA BIOSCIENCES INC | Healthcare | 1.6% | $78.7m | 2,054,991 | – | |
| 22 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.3% | $61.6m | 3,148,893 | – | |
| 23 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.2% | $60.3m | 1,226,080 | – | |
| 24 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 1.2% | $57.7m | 625,000 | – | |
| 25 | EYPT EYEPOINT INC | Healthcare | 0.8% | $40.5m | 3,142,437 | – | |
| 26 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.7% | $35.5m | 6,184,134 | – | |
| 27 | MANE VERADERMICS INC | Healthcare | 0.7% | $33.2m | 525,000 | – | |
| 28 | VOR VOR BIOPHARMA INC | Healthcare | 0.6% | $31.2m | 1,750,000 | – | |
| 29 | URGN UROGEN PHARMA LTD | Healthcare | 0.6% | $30.6m | 1,703,949 | – | |
| 30 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.5% | $26.3m | 545,287 | – | |
| 31 | IVA INVENTIVA SA | 0.5% | $22.2m | 4,000,000 | – | ||
| 32 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.4% | $21.6m | 1,701,217 | – | |
| 33 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 0.4% | $18.5m | 665,251 | – | |
| 34 | BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 0.2% | $7.8m | 868,213 | – | ||
| 35 | KLRS KALARIS THERAPEUTICS INC | 0.1% | $4.0m | 700,000 | – |
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.