Paradigm Biocapital Advisors LP
NEW YORK, NY · CIK 1855655 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2021 · limited partnership
- Assets managed$4.5bn
- Staff11 · 6 in investment roles
- Main clients (by assets)Private funds 90%
- Private funds2 (2 hedge) · $4.1bn gross assets
- Form ADV · 2026-08-27SEC adviser record
- Legal entityPARADIGM BIOCAPITAL ADVISORS LP (US)
$5.3bn
reported value
+9.1% vs Q1 2026
28positions
75.2%in top 10
7 new
12 added
7 reduced
14 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| REVOLUTION MEDICINES INC RVMD | $1.2bn22.31% | Reduced -294.4k |
| NUVALENT INC COM | $731.7m13.70% | Added +600.0k |
| EDGEWISE THERAPEUTICS INC EWTX | $415.1m7.77% | Added +2.9m |
| GENMAB A/S GMAB | $360.8m6.76% | Added +5.2m |
| SPYRE THERAPEUTICS INC SYRE | $341.0m6.38% | Added +1.9m |
| APOGEE THERAPEUTICS INC COM | $209.2m3.92% | Added +228.1k |
| ORUKA THERAPEUTICS INC ORKA | $204.1m3.82% | Reduced -175.8k |
| TANGO THERAPEUTICS INC TNGX | $198.7m3.72% | Added +2.3m |
| BELITE BIO INC BLTE | $189.8m3.55% | Added +118.1k |
| ERASCA INC ERAS | $175.0m3.28% | Reduced -842.7k |
| TARSUS PHARMACEUTICALS INC TARS | $174.7m3.27% | Added +213.5k |
| ALNYLAM PHARMACEUTICALS INC ALNY | $144.5m2.71% | New |
| INSMED INC INSM | $141.4m2.65% | Added +71.5k |
| MBX BIOSCIENCES INC MBX | $138.4m2.59% | New |
| VAXCYTE INC PCVX | $123.7m2.32% | Reduced -2.7m |
| VIRIDIAN THERAPEUTICS INC VRDN | $123.5m2.31% | Added +3.6m |
| OLEMA PHARMACEUTICALS INC OLMA | $108.5m2.03% | Added +650.0k |
| JADE BIOSCIENCES INC JBIO | $63.5m1.19% | New |
| TYRA BIOSCIENCES INC TYRA | $58.4m1.09% | Reduced -226.4k |
| ASSEMBLY BIOSCIENCES INC ASMB | $42.7m0.80% | Added +888.5k |
| EYEPOINT PHARMACEUTICALS INC EYPT | $41.3m0.77% | Reduced -252.0k |
| ACHIEVE LIFE SCIENCES INC ACHV | $32.3m0.61% | New |
| VOR BIOPHARMA INC VOR | $32.2m0.60% | Unchanged |
| MAPLIGHT THERAPEUTICS INC MPLT | $24.6m0.46% | New |
| KARDIGAN INC KARD | $21.5m0.40% | New |
| LEXEO THERAPEUTICS INC LXEO | $19.4m0.36% | Reduced -2.0m |
| EDITAS MEDICINE INC EDIT | $18.1m0.34% | New |
| INVENTIVA SA IVA | $15.1m0.28% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| ARCELLX INC ACLX | $663.0m5.8m shares |
| CENTESSA PHARMACEUTICALS PLC | $142.0m3.6m shares |
| TERNS PHARMACEUTICALS INC | $116.9m2.2m shares |
| CYTOKINETICS INC CYTK | $97.6m1.5m shares |
| ABIVAX SA ABVX | $86.0m772.5k shares |
| MAZE THERAPEUTICS INC MAZE | $81.9m2.7m shares |
| SCHOLAR ROCK HLDG CORP SRRK | $60.3m1.2m shares |
| MIRUM PHARMACEUTICALS INC MIRM | $57.7m625.0k shares |
| VERADERMICS INC MANE | $33.2m525.0k shares |
| UROGEN PHARMA LTD URGN | $30.6m1.7m shares |
| STRUCTURE THERAPEUTICS INC GPCR | $26.3m545.3k shares |
| ORIC PHARMACEUTICALS INC ORIC | $21.6m1.7m shares |
| BRIDGEBIO ONCOLOGY THERAPEUT BBOT | $7.8m868.2k shares |
| KALARIS THERAPEUTICS INC KLRS | $4.0m700.0k shares |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| OLEMA PHARMACEUTICALS INC OLMA · 13G · filed 2025-02-14 | 10.0%≈ $92.9m |
| EDGEWISE THERAPEUTICS INC EWTX · 13G · filed 2026-08-14 | 9.5%≈ $415.1m |
| ACHIEVE LIFE SCIENCES INC ACHV · 13G · filed 2026-04-24 | 9.2%≈ $64.7m |
| ASSEMBLY BIOSCIENCES INC ASMB · 13G · filed 2026-08-14 | 7.8%≈ $42.7m |
| VIRIDIAN THERAPEUTICS INC VRDN · 13G · filed 2026-08-14 | 6.1%≈ $123.5m |
| TYRA BIOSCIENCES INC TYRA · 13G · filed 2026-09-17 | 5.8%≈ $110.9m |
| LEXEO THERAPEUTICS INC LXEO · 13G · filed 2026-08-14 | 5.3%≈ $19.4m |
| MBX BIOSCIENCES INC MBX · 13G · filed 2026-06-24 | 5.2%≈ $137.6m |
| SPYRE THERAPEUTICS INC SYRE · 13G · filed 2026-10-01 | 5.1%≈ $395.7m |
| JADE BIOSCIENCES INC JBIO · 13G · filed 2026-07-17 | 5.1%≈ $69.0m |