Q1 2026 · 13F-HR
Paradigm Biocapital Advisors LPholdings as filed
Filed 2026-05-15 · accession 0001855655-26-000011
$4.89B
Reported value
35
Positions
2026-03-31
Period end
The Brief · Paradigm Biocapital Advisors LP · Q1 2026
AI · grounded in 13F
Paradigm Biocapital Advisors LP closed its position in XBI for a reduction of $182.9M. The fund established new positions in INSM for $205.1M, BLTE for $177.7M, and CNTA for $142M. Additionally, the fund exited positions in CDTX and CRNX while increasing its stake in ACLXGBX by 87.35%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03940C100 | ACLXGBX | ARCELLX INC | $663.0M | 13.5% | 5,774,016 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $647.3M | 13.2% | 6,655,703 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $545.5M | 11.1% | 5,324,433 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $278.5M | 5.69% | 4,793,020 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $232.0M | 4.74% | 7,365,038 | Common | SOLE |
| 372303206 | GMAB | GENMAB A/S | $213.8M | 4.37% | 7,967,836 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $205.1M | 4.19% | 1,254,488 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $179.7M | 3.67% | 2,562,154 | Common | SOLE |
| 07782B104 | BLTE | BELITE BIO INC | $177.7M | 3.63% | 1,114,784 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $168.2M | 3.44% | 10,392,702 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $142.0M | 2.90% | 3,574,048 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $119.6M | 2.44% | 8,020,576 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $116.9M | 2.39% | 2,216,499 | Common | SOLE |
| 687604108 | ORKA | ORUKA THERAPEUTICS INC | $113.8M | 2.33% | 2,320,316 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $113.5M | 2.32% | 1,348,243 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $98.7M | 2.02% | 1,957,266 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $97.6M | 1.99% | 1,480,857 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $86.0M | 1.76% | 772,473 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $83.9M | 1.71% | 4,009,679 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $81.9M | 1.67% | 2,744,399 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $78.7M | 1.61% | 2,054,991 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $61.6M | 1.26% | 3,148,893 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $60.3M | 1.23% | 1,226,080 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $57.7M | 1.18% | 625,000 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT INC | $40.5M | 0.83% | 3,142,437 | Common | SOLE |
| 52886X107 | LXEO | LEXEO THERAPEUTICS INC | $35.5M | 0.73% | 6,184,134 | Common | SOLE |
| 922967104 | MANE | VERADERMICS INC | $33.2M | 0.68% | 525,000 | Common | SOLE |
| 929033207 | VOR | VOR BIOPHARMA INC | $31.2M | 0.64% | 1,750,000 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $30.6M | 0.63% | 1,703,949 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $26.3M | 0.54% | 545,287 | Common | SOLE |
| 46124U107 | IVA | INVENTIVA SA | $22.2M | 0.45% | 4,000,000 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $21.6M | 0.44% | 1,701,217 | Common | SOLE |
| 045396207 | ASMB | ASSEMBLY BIOSCIENCES INC | $18.5M | 0.38% | 665,251 | Common | SOLE |
| 107924102 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $7.8M | 0.16% | 868,213 | Common | SOLE |
| 482929106 | KLRS | KALARIS THERAPEUTICS INC | $4.0M | 0.08% | 700,000 | 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.