Paradigm Biocapital Advisors LP
13F Reported Value
ⓘ$4.9B
Holdings
35
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Paradigm Biocapital Advisors LP disclosed 35 positions worth $4.9B in its Form 13F-HR for Q1 2026, led by $ACLX (Arcellx, Inc.) at 13.6% of the equity portfolio, followed by $RVMD and $NUVL. During the quarter the fund opened 10 new positions and exited 5 — including a new stake in $INSM. The portfolio is most concentrated in Healthcare (99.2% of disclosed assets). All figures are sourced directly from Paradigm Biocapital Advisors LP’s Form 13F-HR filing with the SEC under CIK 1855655.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 6.7#2,840
Quality
$663.0M5,774,016 sh - —
Quality
$647.3M6,655,703 sh - —
Quality
$545.5M5,324,433 sh - —
Quality
$278.5M4,793,020 sh - —
Quality
$232.0M7,365,038 sh - —
Quality
$213.8M7,967,836 sh - 29.4
Quality
$205.1M1,254,488 sh - 40.8
Quality
$179.7M2,562,154 sh - —
Quality
$177.7M1,114,784 sh - —
Quality
$168.2M10,392,702 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Arcellx, Inc.$ACLX | 6.7#2,840 | $663.0M | 5,774,016 |
 Revolution Medicines, Inc.$RVMD | — | $647.3M | 6,655,703 |
 Nuvalent, Inc.$NUVL | — | $545.5M | 5,324,433 |
 Vaxcyte, Inc.$PCVX | — | $278.5M | 4,793,020 |
 Edgewise Therapeutics, Inc.$EWTX | — | $232.0M | 7,365,038 |
 GENMAB A/S$GMAB | — | $213.8M | 7,967,836 |
 INSMED Inc$INSM | 29.4 | $205.1M | 1,254,488 |
 Tarsus Pharmaceuticals, Inc.$TARS | 40.8 | $179.7M | 2,562,154 |
 BELITE BIO, INC$BLTE | — | $177.7M | 1,114,784 |
 Erasca, Inc.$ERAS | — | $168.2M | 10,392,702 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Paradigm Biocapital Advisors LP's 35 positions.
Showing top 10 of 35 holdings.
Sector Allocation
Healthcare
$4.9B
Technology
$40.5M
Full Holdings — Paradigm Biocapital Advisors LP (Q1 2026)
All 35 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ACLX | Arcellx, Inc. | $663.0M | 13.6% | +1% | 6.7 |
| 2 | $RVMD | Revolution Medicines, Inc. | $647.3M | 13.2% | +0% | — |
| 3 | $NUVL | Nuvalent, Inc. | $545.5M | 11.2% | +1% | — |
| 4 | $PCVX | Vaxcyte, Inc. | $278.5M | 5.7% | +18% | — |
| 5 | $EWTX | Edgewise Therapeutics, Inc. | $232.0M | 4.7% | +13% | — |
| 6 | $GMAB | GENMAB A/S | $213.8M | 4.4% | +13% | — |
| 7 | $INSM | INSMED Inc | $205.1M | 4.2% | NEW | 29.4 |
| 8 | $TARS | Tarsus Pharmaceuticals, Inc. | $179.7M | 3.7% | +0% | 40.8 |
| 9 | $BLTE | BELITE BIO, INC | $177.7M | 3.6% | NEW | — |
| 10 | $ERAS | Erasca, Inc. | $168.2M | 3.4% | -27% | — |
| 11 |  $CNTA | Centessa Pharmaceuticals plc | $142.0M | 2.9% | NEW | — |
| 12 |  $OLMA | Olema Pharmaceuticals, Inc. | $119.6M | 2.4% | +6% | — |
| 13 |  $TERN | Terns Pharmaceuticals, Inc. | $116.9M | 2.4% | +174% | — |
| 14 |  $ORKA | Oruka Therapeutics, Inc. | $113.8M | 2.3% | +36% | — |
| 15 |  $APGE | Apogee Therapeutics, Inc. | $113.5M | 2.3% | +20% | — |
| 16 |  $SYRE | Spyre Therapeutics, Inc. | $98.7M | 2.0% | +33% | — |
| 17 |  $CYTK | CYTOKINETICS INC | $97.6M | 2.0% | NEW | 28 |
| 18 |  $ABVX | Abivax S.A. | $86.0M | 1.8% | -46% | — |
| 19 |  $TNGX | Tango Therapeutics, Inc. | $83.9M | 1.7% | NEW | 26.9 |
| 20 |  $MAZE | Maze Therapeutics, Inc. | $81.9M | 1.7% | NEW | 19.7 |
| 21 |  $TYRA | Tyra Biosciences, Inc. | $78.7M | 1.6% | NEW | — |
| 22 |  $VRDN | Viridian Therapeutics, Inc.\DE | $61.6M | 1.3% | +118% | 30.5 |
| 23 |  $SRRK | Scholar Rock Holding Corp | $60.3M | 1.2% | -60% | — |
| 24 |  $MIRM | Mirum Pharmaceuticals, Inc. | $57.7M | 1.2% | NEW | 32.7 |
| 25 |  $EYPT | EyePoint, Inc. | $40.5M | 0.8% | -15% | 10.3 |
| 26 |  $LXEO | Lexeo Therapeutics, Inc. | $35.5M | 0.7% | +30% | — |
| 27 |  $MANE | Veradermics, Inc | $33.2M | 0.7% | NEW | — |
| 28 |  $VOR | Vor Biopharma Inc. | $31.2M | 0.6% | +0% | — |
| 29 |  $URGN | UroGen Pharma Ltd. | $30.6M | 0.6% | -62% | — |
| 30 |  $GPCR | Structure Therapeutics Inc. | $26.3M | 0.5% | NEW | — |
| 31 |  $IVA | Inventiva S.A. | $22.2M | 0.5% | +0% | — |
| 32 |  $ORIC | Oric Pharmaceuticals, Inc. | $21.6M | 0.4% | -29% | — |
| 33 |  $ASMB | ASSEMBLY BIOSCIENCES, INC. | $18.5M | 0.4% | +0% | 26.6 |
| 34 |  $BBOT | BridgeBio Oncology Therapeutics, Inc. | $7.8M | 0.2% | -62% | — |
| 35 |  $KLRS | Kalaris Therapeutics, Inc. | $4.0M | 0.1% | +0% | — |
New Positions (10)
$INSM INSMED Inc$205.1M$BLTE BELITE BIO, INC$177.7M$CNTA Centessa Pharmaceuticals plc$142.0M$CYTK CYTOKINETICS INC$97.6M$TNGX Tango Therapeutics, Inc.$83.9M$MAZE Maze Therapeutics, Inc.$81.9M$TYRA Tyra Biosciences, Inc.$78.7M$MIRM Mirum Pharmaceuticals, Inc.$57.7M$MANE Veradermics, Inc$33.2M$GPCR Structure Therapeutics Inc.$26.3M
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