Paradigm Biocapital Advisors Lp Portfolio Stock Holdings
Paradigm Biocapital Advisors Lp disclosed 35 stock positions valued at approximately $4.9 billion in its latest SEC 13F filing. The largest holdings include ARCELLX INC, REVOLUTION MEDICINES INC, and NUVALENT INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 35
- Portfolio Value
- $4.9B
Holdings by Sector
Paradigm Biocapital Advisors Lp Portfolio Holdings in Q1 2026
27 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARCELLX INC | ACLX | Healthcare | 13.55% | 5,774,016 | +50,000 | +0.87% | $662,972,517 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 13.23% | 6,655,703 | +11,300 | +0.17% | $647,267,117 |
| NUVALENT INC | NUVL | Healthcare | 11.15% | 5,324,433 | +55,000 | +1.04% | $545,488,161 |
| VAXCYTE INC | PCVX | Healthcare | 5.69% | 4,793,020 | +725,000 | +17.82% | $278,522,392 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 4.74% | 7,365,038 | +823,828 | +12.59% | $231,998,697 |
| GENMAB A/S | GMAB | Healthcare | 4.37% | 7,967,836 | +928,002 | +13.18% | $213,777,040 |
| INSMED INC | INSM | Healthcare | 4.19% | 1,254,488 | +1,254,488 | +100.00% | $205,133,878 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 3.67% | 2,562,154 | - | - | $179,735,103 |
| BELITE BIO INC | BLTE | Healthcare | 3.63% | 1,114,784 | +1,114,784 | +100.00% | $177,741,161 |
| ERASCA INC | ERAS | Healthcare | 3.44% | 10,392,702 | -3,766,393 | -26.60% | $168,153,918 |
| CENTESSA PHARMACEUTICALS PLC | CNTA | Healthcare | 2.90% | 3,574,048 | +3,574,048 | +100.00% | $141,961,187 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 2.44% | 8,020,576 | +476,404 | +6.31% | $119,586,788 |
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 2.39% | 2,216,499 | +1,406,213 | +173.55% | $116,853,827 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 2.32% | 1,348,243 | +225,000 | +20.03% | $113,481,613 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 2.02% | 1,957,266 | +490,000 | +33.40% | $98,724,497 |
| CYTOKINETICS INC | CYTK | Healthcare | 1.99% | 1,480,857 | +1,480,857 | +100.00% | $97,603,285 |
| ABIVAX SA | ABVX | Healthcare | 1.76% | 772,473 | -645,000 | -45.50% | $86,014,869 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 1.71% | 4,009,679 | +4,009,679 | +100.00% | $83,882,485 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 1.61% | 2,054,991 | +2,054,991 | +100.00% | $78,706,155 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 1.26% | 3,148,893 | +1,705,791 | +118.20% | $61,592,347 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 1.23% | 1,226,080 | -1,836,077 | -59.96% | $60,274,093 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 1.18% | 625,000 | +625,000 | +100.00% | $57,737,500 |
| EYEPOINT INC | EYPT | Healthcare | 0.83% | 3,142,437 | -549,038 | -14.87% | $40,506,013 |
| LEXEO THERAPEUTICS INC | LXEO | Healthcare | 0.73% | 6,184,134 | +1,420,936 | +29.83% | $35,496,929 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 0.54% | 545,287 | +545,287 | +100.00% | $26,282,833 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 0.44% | 1,701,217 | -700,000 | -29.15% | $21,554,419 |
| ASSEMBLY BIOSCIENCES INC | ASMB | Healthcare | 0.38% | 665,251 | - | - | $18,460,715 |