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Paradigm Biocapital Advisors LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1855655
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare100.0%$5.3B

AUM History

13fpro.ai/research/fund/paradigm-biocapital-advisors-lp-1855655

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/paradigm-biocapital-advisors-lp-1855655

Paradigm Biocapital Advisors LP 13F holdings — Q2 2026

$5.3B portfolio (+9.1% QoQ) · 28 holdings · Q2 2026 13F · top 10 are 75% of the stock portfolio

All holdings — Paradigm Biocapital Advisors LP (Q2 2026)

28 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
TARS$TARSTarsus Pharmaceuticals, Inc.$174.7M+8%
ALNY$ALNYALNYLAM PHARMACEUTICALS, INC.$144.5MNew
INSM$INSMINSMED Inc$141.4M+6%
MBX$MBXMBX Biosciences, Inc.$138.4MNew
PCVX$PCVXVaxcyte, Inc.$123.7M-56%
VRDN$VRDNViridian Therapeutics, Inc.\DE$123.5M+114%
OLMA$OLMAOlema Pharmaceuticals, Inc.$108.5M+8%
JBIO$JBIOJade Biosciences, Inc.$63.5MNew
TYRA$TYRATyra Biosciences, Inc.$58.4M-11%
ASMB$ASMBASSEMBLY BIOSCIENCES, INC.$42.7M+134%
EYPT$EYPTEyePoint, Inc.$41.3M-8%
ACHV$ACHVACHIEVE LIFE SCIENCES, INC.$32.3MNew
VOR$VORVor Biopharma Inc.$32.2M—
MPLT$MPLTMapLight Therapeutics, Inc.$24.6MNew
KARD$KARDKardigan, Inc.$21.5MNew

What changed in Q2 2026

Against the previous quarter's 13F: 7 new, 12 added to, 7 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.

New positions (7)

  • ALNY$ALNYALNYLAM PHARMACEUTICALS, INC.$144.5M

    first bought this quarter

  • MBX$MBXMBX Biosciences, Inc.$138.4M

    first bought this quarter

  • JBIO$JBIOJade Biosciences, Inc.$63.5M

    first bought this quarter

  • ACHV$ACHVACHIEVE LIFE SCIENCES, INC.$32.3M

    first bought this quarter

  • MPLT$MPLTMapLight Therapeutics, Inc.$24.6M

    first bought this quarter

  • KARD$KARDKardigan, Inc.$21.5M

    first bought this quarter

+1 more in the Excel export

Added to (12)

  • SYRE$SYRESpyre Therapeutics, Inc.+96%

    now $341.0M · held 8 qtrs, 2 adds in a row

  • GMAB$GMABGENMAB A/S+65%

    now $360.8M · held 4 qtrs, 4 adds in a row

  • EWTX$EWTXEdgewise Therapeutics, Inc.+39%

    now $415.1M · held 10+ qtrs, 3 adds in a row

  • NUVL$NUVLNuvalent, Inc.+11%

    now $731.7M · held 10+ qtrs, 2 adds in a row

  • TNGX$TNGXTango Therapeutics, Inc.+59%

    now $198.7M · held 2 qtrs, 2 adds in a row

  • VRDN$VRDNViridian Therapeutics, Inc.\DE+114%

    now $123.5M · held 10+ qtrs, 2 adds in a row

+6 more in the Excel export

Trimmed (7)

  • PCVX$PCVXVaxcyte, Inc.-56%

    now $123.7M · held 10+ qtrs

  • RVMD$RVMDRevolution Medicines, Inc.-4%

    now $1.2B · held 10+ qtrs

  • ORKA$ORKAOruka Therapeutics, Inc.-8%

    now $204.1M · held 3 qtrs

  • ERAS$ERASErasca, Inc.-8%

    now $175.0M · held 9 qtrs, 2 trims in a row

  • LXEO$LXEOLexeo Therapeutics, Inc.-32%

    now $19.4M · held 3 qtrs

  • TYRA$TYRATyra Biosciences, Inc.-11%

    now $58.4M · held 2 qtrs

+1 more in the Excel export

Sold out (14)

  • ACLX$ACLXArcellx, Inc.was $663.0M

    held 9+ qtrs

  • CNTA$CNTACentessa Pharmaceuticals plcwas $142.0M

    held 1 qtr

  • TERN$TERNTerns Pharmaceuticals, Inc.was $116.9M

    held 2 qtrs

  • CYTK$CYTKCYTOKINETICS INCwas $97.6M

    held 1 qtr

  • ABVX$ABVXAbivax S.A.was $86.0M

    held 3 qtrs

  • MAZE$MAZEMaze Therapeutics, Inc.was $81.9M

+8 more in the Excel export

Firm AUM (Form ADV): $4.5B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Paradigm Biocapital Advisors LP has filed, 18 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Paradigm Biocapital Advisors's top 20 holdings: 46/100 (our AI quality score, weighted by position size; 7 of the 20 are scored)

Top 10 since filing

-5.6%

Value-weighted move of the 10 largest stock positions

Turnover

23%

Last quarter; 68% over the last 4

Top 10 weight

75%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

75%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Paradigm Biocapital Advisors LP disclosed 28 positions worth $5.3B in its Form 13F-HR for Q2 2026, led by $RVMD (Revolution Medicines, Inc.) at 22.3% of the equity portfolio, followed by $NUVL and $EWTX. During the quarter the fund opened 7 new positions and exited 14 — including a new stake in $ALNY and a full exit from $ACLX. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Paradigm Biocapital Advisors LP’s Form 13F-HR filing with the SEC under CIK 1855655.

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AI-Powered Hedge Fund Analysis: Paradigm Biocapital Advisors LP

13F Pro is an AI hedge fund tracker and stock research platform. For Paradigm Biocapital Advisors LP (SEC CIK: 1855655), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Paradigm Biocapital Advisors LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.