Paradigm Biocapital Advisors LP
13F Reported Value
ⓘ$5.3B
Holdings
28
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (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
Concentrating
$RVMD
$NUVL
$EWTX
$GMAB
$SYRE$EWTX
$OLMA$GMAB$NUVL$SYRESector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$1.2B6,361,323 sh - —
Quality
$731.7M5,924,433 sh - —
Quality
$415.1M10,215,455 sh - 77.9
Quality
$360.8M13,133,131 sh - —
Quality
$341.0M3,840,778 sh - —
Quality
$209.2M1,576,385 sh - —
Quality
$204.1M2,144,526 sh - 17.6
Quality
$198.7M6,357,523 sh - —
Quality
$189.8M1,232,877 sh - —
Quality
$175.0M9,550,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Revolution Medicines, Inc.$RVMD | — | $1.2B | 6,361,323 |
| Nuvalent, Inc.$NUVL | — | $731.7M | 5,924,433 |
| Edgewise Therapeutics, Inc.$EWTX | — | $415.1M | 10,215,455 |
| GENMAB A/S$GMAB | 77.9 | $360.8M | 13,133,131 |
| Spyre Therapeutics, Inc.$SYRE | — | $341.0M | 3,840,778 |
 Apogee Therapeutics, Inc.$APGE | — | $209.2M | 1,576,385 |
 Oruka Therapeutics, Inc.$ORKA | — | $204.1M | 2,144,526 |
 Tango Therapeutics, Inc.$TNGX | 17.6 | $198.7M | 6,357,523 |
 BELITE BIO, INC$BLTE | — | $189.8M | 1,232,877 |
 Erasca, Inc.$ERAS | — | $175.0M | 9,550,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Paradigm Biocapital Advisors LP's 28 positions.
Showing top 10 of 28 holdings.
Sector Allocation
Healthcare
$5.3B
Technology
$41.3M
Full Holdings — Paradigm Biocapital Advisors LP (Q2 2026)
All 28 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 | $RVMD | Revolution Medicines, Inc. | $1.2B | 22.3% | -4% | — |
| 2 | $NUVL | Nuvalent, Inc. | $731.7M | 13.7% | +11% | — |
| 3 | $EWTX | Edgewise Therapeutics, Inc. | $415.1M | 7.8% | +39% | — |
| 4 | $GMAB | GENMAB A/S | $360.8M | 6.8% | +65% | 77.9 |
| 5 | $SYRE | Spyre Therapeutics, Inc. | $341.0M | 6.4% | +96% | — |
| 6 | $APGE | Apogee Therapeutics, Inc. | $209.2M | 3.9% | +17% | — |
| 7 | $ORKA | Oruka Therapeutics, Inc. | $204.1M | 3.8% | -8% | — |
| 8 | $TNGX | Tango Therapeutics, Inc. | $198.7M | 3.7% | +59% | 17.6 |
| 9 | $BLTE | BELITE BIO, INC | $189.8M | 3.5% | +11% | — |
| 10 | $ERAS | Erasca, Inc. | $175.0M | 3.3% | -8% | — |
| 11 |  $TARS | Tarsus Pharmaceuticals, Inc. | $174.7M | 3.3% | +8% | 55 |
| 12 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $144.5M | 2.7% | NEW | 71.4 |
| 13 |  $INSM | INSMED Inc | $141.4M | 2.6% | +6% | 39.4 |
| 14 |  $MBX | MBX Biosciences, Inc. | $138.4M | 2.6% | NEW | — |
| 15 |  $PCVX | Vaxcyte, Inc. | $123.7M | 2.3% | -56% | — |
| 16 |  $VRDN | Viridian Therapeutics, Inc.\DE | $123.5M | 2.3% | +114% | 27.2 |
| 17 | $OLMA | Olema Pharmaceuticals, Inc. | $108.5M | 2.0% | +8% | — |
| 18 |  $JBIO | Jade Biosciences, Inc. | $63.5M | 1.2% | NEW | — |
| 19 |  $TYRA | Tyra Biosciences, Inc. | $58.4M | 1.1% | -11% | — |
| 20 |  $ASMB | ASSEMBLY BIOSCIENCES, INC. | $42.7M | 0.8% | +134% | 41.5 |
| 21 |  $EYPT | EyePoint, Inc. | $41.3M | 0.8% | -8% | 3.5 |
| 22 |  $ACHV | ACHIEVE LIFE SCIENCES, INC. | $32.3M | 0.6% | NEW | — |
| 23 |  $VOR | Vor Biopharma Inc. | $32.2M | 0.6% | +0% | — |
| 24 |  $MPLT | MapLight Therapeutics, Inc. | $24.6M | 0.5% | NEW | — |
| 25 |  $KARD | Kardigan, Inc. | $21.5M | 0.4% | NEW | — |
| 26 |  $LXEO | Lexeo Therapeutics, Inc. | $19.4M | 0.4% | -32% | — |
| 27 |  $EDIT | Editas Medicine, Inc. | $18.1M | 0.3% | NEW | 33.4 |
| 28 |  $IVA | Inventiva S.A. | $15.1M | 0.3% | +0% | — |
New Positions (7)
Exited Positions (14)
$ACLX Arcellx, Inc.
$CNTA Centessa Pharmaceuticals plc
$TERN Terns Pharmaceuticals, Inc.
$CYTK CYTOKINETICS INC
$ABVX Abivax S.A.
$MAZE Maze Therapeutics, Inc.
$SRRK Scholar Rock Holding Corp
$MIRM Mirum Pharmaceuticals, Inc.
$MANE Veradermics, Inc
$URGN UroGen Pharma Ltd.
$GPCR Structure Therapeutics Inc.
$ORIC Oric Pharmaceuticals, Inc.
$BBOT BridgeBio Oncology Therapeutics, Inc.
$KLRS Kalaris Therapeutics, Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Paradigm Biocapital Advisors LP
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Every holding in Paradigm Biocapital Advisors LP's portfolio is scored on a 32-signal AI quality ranking (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.