StockDriftsStockDriftsTop 27 Paradigm Biocapital Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 22.31% | 6.36M | $1.19B | -4.42%(-294.38K) | $37.03(+479.63%) | 2026-06-30 | |
| NUVL | NUVALENT INC | 13.7% | 5.92M | $731.7M | +11.27%(+600.00K) | $64.80(+91.28%) | 2026-06-30 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 7.77% | 10.22M | $415.1M | +38.70%(+2.85M) | $24.66(+79.13%) | 2026-06-30 | |
| GMAB | GENMAB A/S | 6.76% | 13.13M | $360.8M | +64.83%(+5.17M) | $27.52(+16.06%) | 2026-06-30 | |
| SYRE | SPYRE THERAPEUTICS INC | 6.38% | 3.84M | $341.0M | +96.23%(+1.88M) | $47.59(+117.76%) | 2026-06-30 | |
| APGE | APOGEE THERAPEUTICS INC | 3.92% | 1.58M | $209.2M | +16.92%(+228.14K) | $60.06(+124.01%) | 2026-06-30 | |
| ORKA | ORUKA THERAPEUTICS INC | 3.82% | 2.14M | $204.1M | -7.58%(-175.79K) | $31.81(+253.59%) | 2026-06-30 | |
| TNGX | TANGO THERAPEUTICS INC | 3.72% | 6.36M | $198.7M | +58.55%(+2.35M) | $14.76(+73.16%) | 2026-06-30 | |
| BLTE | BELITE BIO INC | 3.55% | 1.23M | $189.8M | +10.59%(+118.09K) | $158.92(+2.44%) | 2026-06-30 | |
| ERAS | ERASCA INC | 3.28% | 9.55M | $175.0M | -8.11%(-842.70K) | $2.20(+734.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.66% | +108.03% | — | — | +63.45% |
| Top 20 Holdings Unweighted | +27.97% | +109.55% | — | — | +78.24% |
Paradigm Biocapital Advisors LP reports $5.34B in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are RVMD (22.3%), NUVL (13.7%) and EWTX (7.8%). The top 20 holdings account for 96.17% of reported assets. Its disclosed equity book has returned +108.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Paradigm Biocapital Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1855655). View Paradigm Biocapital Advisors LP’s 13F filings on SEC