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Paradigm Biocapital Advisors LP

Portfolio Manager
Paradigm Biocapital Advisors LP
Performance
+6.43% (2026 Q1)
AUM (13F)
$4.89B
# of Holdings
35
Performance Rank
Allocation (Top 20)
89.19%

Paradigm Biocapital Advisors LP Holdings Map

Top 35 Paradigm Biocapital Advisors LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ACLX
ARCELLX INC
13.55%5.77M$663.0M
+0.87%(+50.00K)
2025-Q1: 4.49M shares2025-Q2: 4.65M shares2025-Q3: 4.65M shares2025-Q4: 5.72M shares2026-Q1: 5.77M shares
$47.61(+141.71%)
2026-03-31
RVMD
REVOLUTION MEDICINES INC
13.23%6.66M$647.3M
+0.17%(+11.30K)
2025-Q1: 6.18M shares2025-Q2: 6.09M shares2025-Q3: 6.22M shares2025-Q4: 6.64M shares2026-Q1: 6.66M shares
$37.03(+411.03%)
2026-03-31
NUVL
NUVALENT INC
11.15%5.32M$545.5M
+1.04%(+55.00K)
2025-Q1: 5.27M shares2025-Q2: 5.27M shares2025-Q3: 5.27M shares2025-Q4: 5.27M shares2026-Q1: 5.32M shares
$59.70(+107.26%)
2026-03-31
PCVX
VAXCYTE INC
5.69%4.79M$278.5M
+17.82%(+725.00K)
2025-Q1: 1.70M shares2025-Q2: 3.37M shares2025-Q3: 3.78M shares2025-Q4: 4.07M shares2026-Q1: 4.79M shares
$59.36(-1.63%)
2026-03-31
EWTX
EDGEWISE THERAPEUTICS INC
4.74%7.37M$232.0M
+12.59%(+823.83K)
2025-Q1: 4.39M shares2025-Q2: 6.14M shares2025-Q3: 6.17M shares2025-Q4: 6.54M shares2026-Q1: 7.37M shares
$20.48(+93.18%)
2026-03-31
GMAB
GENMAB A/S
4.37%7.97M$213.8M
+13.18%(+928.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 3.82M shares2025-Q4: 7.04M shares2026-Q1: 7.97M shares
$28.08(+1.54%)
2026-03-31
INSM
INSMED INC
4.19%1.25M$205.1Mnew2025-Q1: 451.4K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.25M shares
$134.20(-16.84%)
2026-03-31
TARS
TARSUS PHARMACEUTICALS INC
3.67%2.56M$179.7M
+0.00%(+0)
2025-Q1: 2.61M shares2025-Q2: 2.98M shares2025-Q3: 2.67M shares2025-Q4: 2.56M shares2026-Q1: 2.56M shares
$28.92(+126.29%)
2026-03-31
BLTE
BELITE BIO INC
3.63%1.11M$177.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.11M shares
$159.70(-8.18%)
2026-03-31
ERAS
ERASCA INC
3.44%10.39M$168.2M
-26.60%(-3.77M)
2025-Q1: 10.80M shares2025-Q2: 11.91M shares2025-Q3: 13.56M shares2025-Q4: 14.16M shares2026-Q1: 10.39M shares
$2.20(+738.23%)
2026-03-31

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