Paradigm Biocapital Advisors LP
Net seller this quarter
$5.34B
28
-$637M
75.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RVMD | $1.19B | 22.31% | 2.97% | -4.4% | Q1 2024 |
| NUVL | $732M | 13.70% | 189.32% | +11.3% | Q2 2023 |
 EWTX | $415M | 7.77% | 9.48% | +38.7% | Q1 2024 |
 GMAB | $361M | 6.76% | Not reported | +64.8% | Q3 2025 |
 SYRE | $341M | 6.38% | 4.36% | +96.2% | Q3 2024 |
| APGE | $209M | 3.92% | 2.09% | +16.9% | Q1 2024 |
 ORKA | $204M | 3.82% | 3.51% | -7.6% | Q3 2024 |
 TNGX | $199M | 3.72% | 3.78% | +58.6% | Q3 2025 |
 BLTE | $190M | 3.55% | 3.13% | +10.6% | Q1 2026 |
 ERAS | $175M | 3.28% | 3.06% | -8.1% | Q2 2024 |
 TARS | $175M | 3.27% | 6.41% | +8.3% | Q4 2023 |
 ALNY | $144M | 2.71% | 0.36% | New | Q2 2026 |
 INSM | $141M | 2.65% | 0.61% | +5.7% | Q4 2021 |
 MBX | $138M | 2.59% | 5.23% | New | Q2 2026 |
 PCVX | $124M | 2.32% | 1.47% | -55.6% | Q1 2024 |
 VRDN | $124M | 2.31% | 5.94% | +113.5% | Q4 2021 |
 OLMA | $108M | 2.03% | 9.91% | +8.1% | Q1 2023 |
 JBIO | $63.5M | 1.19% | 4.50% | New | Q2 2026 |
 TYRA | $58.4M | 1.09% | 3.06% | -11.0% | Q1 2026 |
 ASMB | $42.7M | 0.80% | 7.83% | +133.6% | Q4 2025 |
 EYPT | $41.3M | 0.77% | 3.40% | -8.0% | Q3 2025 |
 ACHV | $32.3M | 0.61% | 4.82% | New | Q2 2026 |
 VOR | $32.2M | 0.60% | 3.21% | Not reported | Q4 2021 |
 MPLT | $24.6M | 0.46% | 1.51% | New | Q2 2026 |
 KARD | $21.5M | 0.40% | 0.96% | New | Q2 2026 |
 LXEO | $19.4M | 0.36% | 5.31% | -32.5% | Q4 2025 |
 EDIT | $18.1M | 0.34% | 5.71% | New | Q2 2026 |
 IVA | $15.1M | 0.28% | 2.07% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| ACLX | $663M | 13.55% | 9.87% | +0.9% | Q4 2022 |
| RVMD | $647M | 13.23% | 3.32% | +0.2% | Q1 2024 |
| NUVL | $545M | 11.15% | 170.14% | +1.0% | Q2 2023 |
| PCVX | $279M | 5.69% | 3.32% | +17.8% | Q1 2024 |
| EWTX | $232M | 4.74% | 6.85% | +12.6% | Q1 2024 |
| GMAB | $214M | 4.37% | Not reported | +13.2% | Q3 2025 |
| INSM | $205M | 4.19% | 0.58% | Not reported | Q4 2021 |
| TARS | $180M | 3.67% | 5.96% | Not reported | Q4 2023 |
| BLTE | $178M | 3.63% | 2.83% | New | Q1 2026 |
| ERAS | $168M | 3.44% | 3.34% | -26.6% | Q2 2024 |
| CNTA | $142M | 2.90% | 2.31% | New | Q1 2026 |
| OLMA | $120M | 2.44% | 9.18% | +6.3% | Q1 2023 |
| TERN | $117M | 2.39% | 1.92% | +173.6% | Q4 2025 |
| ORKA | $114M | 2.33% | 4.63% | +35.7% | Q3 2024 |
| APGE | $113M | 2.32% | 1.80% | +20.0% | Q1 2024 |
| SYRE | $98.7M | 2.02% | 2.48% | +33.4% | Q3 2024 |
 CYTK | $97.6M | 1.99% | 1.20% | Not reported | Q1 2025 |
 ABVX | $86M | 1.76% | 0.98% | -45.5% | Q3 2025 |
| TNGX | $83.9M | 1.71% | 2.78% | Not reported | Q3 2025 |
 MAZE | $81.9M | 1.67% | 5.52% | New | Q1 2026 |
| TYRA | $78.7M | 1.61% | 3.46% | New | Q1 2026 |
| VRDN | $61.6M | 1.26% | 3.07% | +118.2% | Q4 2021 |
 SRRK | $60.3M | 1.23% | 1.03% | -60.0% | Q4 2024 |
 MIRM | $57.7M | 1.18% | 1.03% | New | Q1 2026 |
| EYPT | $40.5M | 0.83% | 3.77% | -14.9% | Q3 2025 |
| LXEO | $35.5M | 0.73% | 8.35% | +29.8% | Q4 2025 |
 MANE | $33.2M | 0.68% | 1.41% | New | Q1 2026 |
| VOR | $31.2M | 0.64% | 3.23% | Not reported | Q4 2021 |
 URGN | $30.6M | 0.63% | 3.50% | -61.9% | Q3 2025 |
 GPCR | $26.3M | 0.54% | 0.26% | Not reported | Q3 2025 |
| IVA | $22.2M | 0.45% | 2.07% | Not reported | Q4 2025 |
 ORIC | $21.6M | 0.44% | 1.64% | -29.2% | Q4 2025 |
| ASMB | $18.5M | 0.38% | 4.19% | Not reported | Q4 2025 |
 BBOT | $7.77M | 0.16% | 1.08% | -61.6% | Q3 2025 |
 KLRS | $4.04M | 0.08% | 3.04% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| NUVL | $530M | 13.53% | 168.39% | Not reported | Q2 2023 |
| RVMD | $529M | 13.51% | 3.37% | +6.8% | Q1 2024 |
| ACLX | $373M | 9.53% | 9.88% | +23.1% | Q4 2022 |
| GMAB | $217M | 5.53% | Not reported | +84.4% | Q3 2025 |
| TARS | $210M | 5.35% | 6.02% | -3.9% | Q4 2023 |
| ABVX | $191M | 4.88% | 1.80% | -9.4% | Q3 2025 |
| OLMA | $189M | 4.81% | 9.27% | +11.0% | Q1 2023 |
| PCVX | $188M | 4.79% | 3.10% | +7.5% | Q1 2024 |
| CDTX | $168M | 4.28% | 2.42% | -21.0% | Q3 2025 |
| EWTX | $162M | 4.14% | 6.16% | +6.0% | Q1 2024 |
| SRRK | $135M | 3.44% | 2.82% | +52.4% | Q4 2024 |
| URGN | $105M | 2.67% | 9.25% | +6.1% | Q3 2025 |
| CRNX | $103M | 2.63% | 2.31% | -13.3% | Q3 2022 |
| APGE | $84.8M | 2.16% | 1.64% | -26.2% | Q1 2024 |
| EYPT | $67.4M | 1.72% | 4.46% | +84.1% | Q3 2025 |
| ERAS | $52.7M | 1.34% | 4.98% | +4.4% | Q2 2024 |
 BBIO | $52.3M | 1.34% | 0.35% | Not reported | Q2 2024 |
| ORKA | $51.8M | 1.32% | 3.51% | Not reported | Q3 2024 |
| SYRE | $48.1M | 1.23% | 1.88% | Not reported | Q3 2024 |
| LXEO | $47.3M | 1.21% | 6.52% | New | Q4 2025 |
| VRDN | $44.9M | 1.15% | 1.42% | -44.7% | Q4 2021 |
 OCUL | $35.6M | 0.91% | 1.36% | -16.1% | Q1 2025 |
| TERN | $32.7M | 0.84% | 0.72% | New | Q4 2025 |
| BBOT | $28.3M | 0.72% | 2.83% | +21.2% | Q3 2025 |
| VOR | $22.9M | 0.58% | 4.52% | Not reported | Q4 2021 |
| ASMB | $22.6M | 0.58% | 4.20% | New | Q4 2025 |
| ORIC | $19.6M | 0.50% | 2.44% | New | Q4 2025 |
| IVA | $18.6M | 0.47% | 2.07% | New | Q4 2025 |
| KLRS | $5.91M | 0.15% | 3.06% | New | Q4 2025 |
| Q3 2025 | |||||
| NUVL | $456M | 12.96% | 168.39% | Not reported | Q2 2023 |
| MRUS | $412M | 11.71% | 5.77% | +2.1% | Q1 2022 |
| ACLX | $382M | 10.86% | 8.05% | Not reported | Q4 2022 |
| RVMD | $291M | 8.27% | 3.28% | +2.1% | Q1 2024 |
| TARS | $158M | 4.51% | 6.28% | -10.4% | Q4 2023 |
| PCVX | $136M | 3.88% | 2.91% | +12.2% | Q1 2024 |
| ABVX | $133M | 3.78% | 2.47% | New | Q3 2025 |
| GMAB | $117M | 3.33% | Not reported | New | Q3 2025 |
 AGIO | $107M | 3.05% | 4.59% | +134.0% | Q1 2024 |
| CRNX | $106M | 3.02% | 2.70% | +8.8% | Q3 2022 |
| EWTX | $100M | 2.85% | 5.83% | +0.5% | Q1 2024 |
| CDTX | $92M | 2.62% | 3.28% | New | Q3 2025 |
| URGN | $84.1M | 2.39% | 9.01% | New | Q3 2025 |
| SRRK | $74.8M | 2.13% | 2.03% | +25.6% | Q4 2024 |
 JANX | $71.4M | 2.03% | 4.86% | Not reported | Q2 2024 |
| OLMA | $66.5M | 1.89% | 9.90% | +0.4% | Q1 2023 |
| APGE | $60.5M | 1.72% | 2.57% | +58.7% | Q1 2024 |
| VRDN | $56.3M | 1.60% | 3.17% | -4.8% | Q4 2021 |
 ALKS | $51.6M | 1.47% | 1.04% | +25.0% | Q2 2025 |
 LENZ | $50M | 1.42% | 3.75% | -37.5% | Q4 2024 |
 PHVS | $45.8M | 1.30% | 3.38% | +72.7% | Q2 2025 |
 COGT | $45.3M | 1.29% | 2.26% | -69.5% | Q3 2023 |
| OCUL | $40.9M | 1.16% | 2.00% | +2.3% | Q1 2025 |
| BBIO | $35.5M | 1.01% | 0.36% | -29.2% | Q2 2024 |
| ERAS | $29.6M | 0.84% | 4.78% | +13.9% | Q2 2024 |
| EYPT | $28.6M | 0.81% | 2.88% | New | Q3 2025 |
| TNGX | $25.9M | 0.74% | 2.77% | New | Q3 2025 |
 AMLX | $25.8M | 0.73% | 1.73% | New | Q3 2025 |
| SYRE | $24.6M | 0.70% | 2.43% | -21.6% | Q3 2024 |
 DYN | $24M | 0.68% | 1.33% | New | Q3 2025 |
| BBOT | $21.6M | 0.61% | 2.36% | New | Q3 2025 |
 IRON | $16.4M | 0.47% | 0.71% | -79.5% | Q3 2023 |
| GPCR | $10.4M | 0.30% | 0.20% | New | Q3 2025 |