Paradigm Biocapital Advisors LP
CIK 1855655 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- RVMD22.31%
- NUVL13.70%
- EWTX7.77%
- GMAB6.76%
- SYRE6.38%
- APGE3.92%
- ORKA3.82%
- TNGX3.72%
- BLTE3.55%
- ERAS3.28%
Share classes counted separately75.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RVMDWeight increased · +9.08 pp13.23% → 22.31%Shares -294.38K (-4.42%)
- SYREWeight increased · +4.36 pp2.02% → 6.38%Shares +1.88M (+96.23%)
- PCVXWeight decreased · -3.37 pp5.69% → 2.32%Shares -2.67M (-55.61%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RVMDREVOLUTION MEDICINES INC View history and evidence | $1.19B | 22.31% | 6.36M shares | 13.23% → 22.31%+9.08 pp -294.38K (-4.42%) | Reduced | ▾ |
| 02 | NUVLNUVALENT INC-A View history and evidence | $731.67M | 13.70% | 5.92M shares | 11.15% → 13.70%+2.55 pp +600.00K (+11.27%) | Added | ▾ |
| 03 | EWTXEDGEWISE THERAPEUTICS INC View history and evidence | $415.05M | 7.77% | 10.22M shares | 4.74% → 7.77%+3.03 pp +2.85M (+38.70%) | Added | ▾ |
| 04 | GMABGENMAB A/S -SP ADRSPONSORED ADS View history and evidence | $360.77M | 6.76% | 13.13M shares | 4.37% → 6.76%+2.39 pp +5.17M (+64.83%) | Added | ▾ |
| 05 | SYRESPYRE THERAPEUTICS INCCOM NEW View history and evidence | $340.98M | 6.38% | 3.84M shares | 2.02% → 6.38%+4.36 pp +1.88M (+96.23%) | Added | ▾ |
| 06 | APGEAPOGEE THERAPEUTICS INC View history and evidence | $209.23M | 3.92% | 1.58M shares | 2.32% → 3.92%+1.60 pp +228.14K (+16.92%) | Added | ▾ |
| 07 | ORKAORUKA THERAPEUTICS INC View history and evidence | $204.09M | 3.82% | 2.14M shares | 2.33% → 3.82%+1.49 pp -175.79K (-7.58%) | Reduced | ▾ |
| 08 | TNGXTANGO THERAPEUTICS INC View history and evidence | $198.74M | 3.72% | 6.36M shares | 1.71% → 3.72%+2.01 pp +2.35M (+58.55%) | Added | ▾ |
| 09 | BLTEBELITE BIO INC - ADRSPONSORED ADS View history and evidence | $189.84M | 3.55% | 1.23M shares | 3.63% → 3.55%-0.08 pp +118.09K (+10.59%) | Added | ▾ |
| 10 | ERASERASCA INC View history and evidence | $174.96M | 3.28% | 9.55M shares | 3.44% → 3.28%-0.16 pp -842.70K (-8.11%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ACLX ARCELLX INC | Non-derivative | -5,774,016 | -$662.97M | SEC filing ↗ | SEC filing ↗ |
| CNTA CENTESSA PHARMACEUTICALS-ADR | Non-derivative | -3,574,048 | -$141.96M | SEC filing ↗ | SEC filing ↗ |
| TERN TERNS PHARMACEUTICALS INC | Non-derivative | -2,216,499 | -$116.85M | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1855655 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5340558034
}Take these holdings further.
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