Q1 2025 · 13F-HR
Paradigm Biocapital Advisors LPholdings as filed
Filed 2025-05-15 · accession 0001855655-25-000007
$2.18B
Reported value
28
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 670703107 | NUVL | NUVALENT INC | $373.7M | 17.1% | 5,269,433 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $294.7M | 13.5% | 4,492,032 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $218.5M | 10.0% | 6,178,111 | Common | SOLE |
| 07725L102 | ONC | BEIGENE LTD | $181.3M | 8.30% | 666,024 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $141.8M | 6.50% | 3,369,699 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $134.1M | 6.14% | 2,610,197 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $96.7M | 4.43% | 4,394,556 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $89.9M | 4.12% | 3,329,909 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $65.3M | 2.99% | 1,946,168 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $64.1M | 2.93% | 1,696,481 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $60.1M | 2.75% | 1,210,971 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $53.7M | 2.46% | 8,963,655 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $38.9M | 1.78% | 1,511,932 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $35.9M | 1.65% | 961,707 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $35.3M | 1.62% | 59,679 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $34.5M | 1.58% | 858,664 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $34.4M | 1.58% | 451,359 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $34.3M | 1.57% | 2,127,205 | Common | SOLE |
| 59267L107 | — | METSERA INC | $32.4M | 1.49% | 1,191,462 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $28.2M | 1.29% | 2,095,079 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $25.3M | 1.16% | 6,741,172 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $24.5M | 1.12% | 627,423 | Common | SOLE |
| 03969K108 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $22.9M | 1.05% | 1,465,334 | Common | SOLE |
| 984241109 | YMABUSD | Y-MABS THERAPEUTICS INC | $18.8M | 0.86% | 4,236,346 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $14.8M | 0.68% | 10,802,354 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $11.0M | 0.50% | 500,000 | CALL | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $9.6M | 0.44% | 1,314,018 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $8.6M | 0.39% | 1,907,108 | 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.