Q2 2025 · 13F-HR
Paradigm Biocapital Advisors LPholdings as filed
Filed 2025-08-14 · accession 0001855655-25-000010
$2.34B
Reported value
28
Positions
2025-06-30
Period end
The Brief · Paradigm Biocapital Advisors LP · Q2 2025
AI · grounded in 13F
Paradigm Biocapital Advisors LP established a new position in NUVL valued at $402.1M. The fund also initiated new stakes in ACLXGBX for $306.1M and 2GH for $225.2M. Other new additions include RVMD at $224.2M and TARS at $120.6M. Total assets under management stand at $2.3B across 28 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 670703107 | NUVL | NUVALENT INC | $402.1M | 17.2% | 5,269,433 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $306.1M | 13.1% | 4,649,016 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $225.2M | 9.62% | 4,281,954 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $224.2M | 9.57% | 6,093,291 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $120.6M | 5.15% | 2,976,099 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $109.7M | 4.68% | 3,372,837 | Common | SOLE |
| 07725L102 | ONC | BEONE MEDICINES LTD | $84.2M | 3.59% | 347,787 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $80.5M | 3.44% | 6,142,344 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $74.3M | 3.17% | 10,352,449 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $67.5M | 2.88% | 2,920,258 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $67.4M | 2.88% | 2,343,553 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $64.1M | 2.74% | 1,210,971 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $56.7M | 2.42% | 1,600,554 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $50.3M | 2.15% | 1,717,066 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $41.7M | 1.78% | 965,764 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $41.6M | 1.78% | 958,630 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $41.5M | 1.77% | 878,323 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $39.4M | 1.68% | 1,375,569 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $38.3M | 1.64% | 2,741,576 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $38.0M | 1.62% | 1,142,511 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $31.7M | 1.36% | 3,420,340 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $28.8M | 1.23% | 6,764,172 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $28.0M | 1.20% | 1,870,445 | Common | SOLE |
| 984241109 | YMABUSD | Y-MABS THERAPEUTICS INC | $19.1M | 0.82% | 4,236,346 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $18.7M | 0.80% | 1,062,911 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $16.9M | 0.72% | 3,144,157 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $15.1M | 0.65% | 11,907,182 | Common | SOLE |
| G2545C104 | CBIO | CRESCENT BIOPHARMA INC. | $10.4M | 0.44% | 642,721 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.