Paradigm Biocapital Advisors Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Paradigm Biocapital Advisors Lp disclosed 23 stock positions valued at approximately $5.34B as of quarter-end June 30, 2026. The largest holdings include REVOLUTION MEDICINES INC, NUVALENT INC, and EDGEWISE THERAPEUTICS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 23
- Portfolio Value
- $5.34B
Holdings by Sector
Paradigm Biocapital Advisors Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 22.31% | 6,361,323 | -294,380 | -4.42% | $1,191,348,571 |
| NUVALENT INC | NUVL | Healthcare | 13.70% | 5,924,433 | +600,000 | +11.27% | $731,667,476 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 7.77% | 10,215,455 | +2,850,417 | +38.70% | $415,053,937 |
| GENMAB A/S | GMAB | Healthcare | 6.76% | 13,133,131 | +5,165,295 | +64.83% | $360,767,109 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 6.38% | 3,840,778 | +1,883,512 | +96.23% | $340,984,271 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 3.92% | 1,576,385 | +228,142 | +16.92% | $209,233,581 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 3.72% | 6,357,523 | +2,347,844 | +58.55% | $198,736,169 |
| BELITE BIO INC | BLTE | Healthcare | 3.55% | 1,232,877 | +118,093 | +10.59% | $189,844,565 |
| ERASCA INC | ERAS | Healthcare | 3.28% | 9,550,000 | -842,702 | -8.11% | $174,956,000 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 3.27% | 2,775,649 | +213,495 | +8.33% | $174,699,348 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 2.71% | 480,000 | +480,000 | +100.00% | $144,494,400 |
| INSMED INC | INSM | Healthcare | 2.65% | 1,325,977 | +71,489 | +5.70% | $141,375,668 |
| MBX BIOSCIENCES INC | MBX | Other | 2.59% | 2,508,015 | +2,508,015 | +100.00% | $138,442,428 |
| VAXCYTE INC | PCVX | Healthcare | 2.32% | 2,127,852 | -2,665,168 | -55.61% | $123,692,037 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 2.31% | 6,723,788 | +3,574,895 | +113.53% | $123,515,986 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 2.03% | 8,670,576 | +650,000 | +8.10% | $108,468,906 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 1.09% | 1,828,607 | -226,384 | -11.02% | $58,405,708 |
| ASSEMBLY BIOSCIENCES INC | ASMB | Healthcare | 0.80% | 1,553,748 | +888,497 | +133.56% | $42,696,995 |
| EYEPOINT INC | EYPT | Healthcare | 0.77% | 2,890,397 | -252,040 | -8.02% | $41,332,677 |
| ACHIEVE LIFE SCIENCE INC | ACHV | Healthcare | 0.61% | 4,951,856 | +4,951,856 | +100.00% | $32,335,620 |
| MAPLIGHT THERAPEUTICS INC | MPLT | Other | 0.46% | 685,852 | +685,852 | +100.00% | $24,580,936 |
| LEXEO THERAPEUTICS INC | LXEO | Healthcare | 0.36% | 4,175,382 | -2,008,752 | -32.48% | $19,436,403 |
| EDITAS MEDICINE INC | EDIT | Healthcare | 0.34% | 5,586,625 | +5,586,625 | +100.00% | $18,100,665 |
Showing 23 of 23 holdings in the latest reporting period.