Q3 2025 · 13F-HR
Paradigm Biocapital Advisors LPholdings as filed
Filed 2025-11-14 · accession 0001855655-25-000014
$3.52B
Reported value
36
Positions
2025-09-30
Period end
The Brief · Paradigm Biocapital Advisors LP · Q3 2025
AI · grounded in 13F
Paradigm Biocapital Advisors LP established a new position in NUVL valued at $455.7M. The fund also initiated new stakes in 2GH for $440M and ACLXGBX for $381.7M. Other new additions include RVMD at $290.6M and TARS at $158.4M. Total assets under management stand at $3.5B across 34 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 670703107 | NUVL | NUVALENT INC | $455.7M | 13.0% | 5,269,433 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $411.8M | 11.7% | 4,373,770 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $381.7M | 10.9% | 4,649,016 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $290.6M | 8.27% | 6,223,291 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $158.4M | 4.51% | 2,665,698 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $136.3M | 3.88% | 3,784,755 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $132.8M | 3.78% | 1,564,196 | Common | SOLE |
| 372303206 | GMAB | GENMAB A/S | $117.1M | 3.33% | 3,816,851 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $107.3M | 3.05% | 2,673,555 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $106.2M | 3.02% | 2,550,774 | Common | SOLE |
| 78464A870 | XBI | SPDR SERIES TRUST | $100.2M | 2.85% | 1,000,000 | PUT | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $100.1M | 2.85% | 6,170,131 | Common | SOLE |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $92.0M | 2.62% | 961,164 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $84.1M | 2.39% | 4,216,084 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $74.8M | 2.13% | 2,009,745 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $71.4M | 2.03% | 2,920,258 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $66.5M | 1.89% | 6,794,172 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $60.5M | 1.72% | 1,521,757 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $56.3M | 1.60% | 2,609,353 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $51.6M | 1.47% | 1,719,334 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $50.0M | 1.42% | 1,073,461 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $45.8M | 1.30% | 1,835,494 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $45.3M | 1.29% | 3,156,398 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $40.9M | 1.16% | 3,497,307 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $35.5M | 1.01% | 684,277 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $29.6M | 0.84% | 13,560,017 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT PHARMACEUTICALS INC | $28.6M | 0.81% | 2,005,365 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $28.2M | 0.80% | 300,000 | CALL | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $25.9M | 0.74% | 3,086,184 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $25.8M | 0.73% | 1,900,000 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $24.6M | 0.70% | 1,467,266 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $24.0M | 0.68% | 1,898,950 | Common | SOLE |
| 107924102 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $21.6M | 0.61% | 1,866,141 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $16.4M | 0.47% | 247,716 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $10.4M | 0.30% | 372,869 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $8.0M | 0.23% | 200,000 | CALL | 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.