Paradigm Biocapital Advisors LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Paradigm Biocapital Advisors LP disclosed 28 US equity positions worth $5.3bn in its Q2 2026 13F filing. The largest position was RVMD at 22.3% of the reported book, followed by NUVALENT INC and EWTX. Against the Q1 2026 filing, it opened 7 new positions, added to 12 and reduced 7 among the top 28 holdings.
What did Paradigm Biocapital Advisors LP own in Q2 2026? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 22.3% | $1.2bn | 6,361,323 | -4% | reduced |
| 2 | NUVALENT INC | 13.7% | $731.7m | 5,924,433 | 11% | added | |
| 3 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 7.8% | $415.1m | 10,215,455 | 39% | added |
| 4 | GMAB GENMAB A/S | Healthcare | 6.8% | $360.8m | 13,133,131 | 65% | added |
| 5 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 6.4% | $341.0m | 3,840,778 | 96% | added |
| 6 | APGE APOGEE THERAPEUTICS INC | Healthcare | 3.9% | $209.2m | 1,576,385 | 17% | added |
| 7 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 3.8% | $204.1m | 2,144,526 | -8% | reduced |
| 8 | TNGX TANGO THERAPEUTICS INC | Healthcare | 3.7% | $198.7m | 6,357,523 | 59% | added |
| 9 | BLTE BELITE BIO INC | Healthcare | 3.6% | $189.8m | 1,232,877 | 11% | added |
| 10 | ERAS ERASCA INC | Healthcare | 3.3% | $175.0m | 9,550,000 | -8% | reduced |
| 11 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 3.3% | $174.7m | 2,775,649 | 8% | added |
| 12 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.7% | $144.5m | 480,000 | – | new |
| 13 | INSM INSMED INC | Healthcare | 2.6% | $141.4m | 1,325,977 | 6% | added |
| 14 | MBX MBX BIOSCIENCES INC | Healthcare | 2.6% | $138.4m | 2,508,015 | – | new |
| 15 | PCVX VAXCYTE INC | Healthcare | 2.3% | $123.7m | 2,127,852 | -56% | reduced |
| 16 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.3% | $123.5m | 6,723,788 | 114% | added |
| 17 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 2.0% | $108.5m | 8,670,576 | 8% | added |
| 18 | JBIO JADE BIOSCIENCES INC | Healthcare | 1.2% | $63.5m | 2,857,405 | – | new |
| 19 | TYRA TYRA BIOSCIENCES INC | Healthcare | 1.1% | $58.4m | 1,828,607 | -11% | reduced |
| 20 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 0.8% | $42.7m | 1,553,748 | 134% | added |
| 21 | EYPT EYEPOINT INC | Healthcare | 0.8% | $41.3m | 2,890,397 | -8% | reduced |
| 22 | ACHV ACHIEVE LIFE SCIENCE INC | 0.6% | $32.3m | 4,951,856 | – | new | |
| 23 | VOR VOR BIOPHARMA INC | Healthcare | 0.6% | $32.2m | 1,750,000 | 0% | held |
| 24 | MPLT MAPLIGHT THERAPEUTICS INC | 0.5% | $24.6m | 685,852 | – | new | |
| 25 | KARD KARDIGAN INC | 0.4% | $21.5m | 900,000 | – | new | |
| 26 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.4% | $19.4m | 4,175,382 | -32% | reduced |
| 27 | EDIT EDITAS MEDICINE INC | Healthcare | 0.3% | $18.1m | 5,586,625 | – | new |
| 28 | IVA INVENTIVA SA | 0.3% | $15.1m | 4,000,000 | 0% | held |
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.