Institutional
Paradigm Biocapital Advisors LP
CIK 0001855655
$4.89B
Reported AUM
35
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ACLXGBX | ARCELLX INC | — | — | — | — | $663.0M | 13.55% | — | HELD |
| 2 | RVMD | REVOLUTION MEDICINES INC | $188.07 | -0.36% | 401.94% | 532.04% | $647.3M | 13.23% | — | HELD |
| 3 | NUVL | NUVALENT INC | — | — | 0.00% | — | $545.5M | 11.15% | — | HELD |
| 4 | PCVX | VAXCYTE INC | $55.50 | -0.25% | 68.08% | 111.59% | $278.5M | 5.69% | — | HELD |
| 5 | EWTX | EDGEWISE THERAPEUTICS INC | $41.60 | 5.88% | 181.97% | 154.73% | $232.0M | 4.74% | — | HELD |
| 6 | GMAB | GENMAB A/S | $28.80 | -1.27% | 33.15% | -38.81% | $213.8M | 4.37% | — | HELD |
| 7 | INSM | INSMED INC | $104.73 | -2.05% | -4.37% | 270.68% | $205.1M | 4.19% | — | HELD |
| 8 | TARS | TARSUS PHARMACEUTICALS INC | $60.12 | 2.63% | 44.45% | 122.45% | $179.7M | 3.67% | — | HELD |
| 9 | BLTE | BELITE BIO INC | $158.43 | 1.38% | 137.29% | 931.42% | $177.7M | 3.63% | — | HELD |
| 10 | ERAS | ERASCA INC | $18.87 | -2.43% | 1206.47% | -24.05% | $168.2M | 3.44% | — | HELD |
| 11 | CNTA | CENTESSA PHARMACEUTICALS PLC | — | — | 0.00% | — | $142.0M | 2.90% | — | HELD |
| 12 | OLMA | OLEMA PHARMACEUTICALS INC | $12.01 | 2.30% | 118.01% | -61.16% | $119.6M | 2.44% | — | HELD |
| 13 | 430 | TERNS PHARMACEUTICALS INC | — | — | — | — | $116.9M | 2.39% | — | HELD |
| 14 | ORKA | ORUKA THERAPEUTICS INC | $90.20 | -1.90% | 565.07% | 353.56% | $113.8M | 2.33% | — | HELD |
| 15 | APGE | APOGEE THERAPEUTICS INC | $134.28 | 0.01% | 255.71% | 485.35% | $113.5M | 2.32% | — | HELD |
| 16 | SYRE | SPYRE THERAPEUTICS INC | $100.04 | -2.05% | 514.76% | -44.85% | $98.7M | 2.02% | — | HELD |
| 17 | CYTK | CYTOKINETICS INC | $80.62 | -1.59% | 119.60% | 144.37% | $97.6M | 1.99% | — | HELD |
| 18 | ABVX | ABIVAX SA | $128.00 | 1.83% | 72.67% | 1123.94% | $86.0M | 1.76% | — | HELD |
| 19 | TNGX | TANGO THERAPEUTICS INC | $26.72 | -2.66% | 308.12% | 128.95% | $83.9M | 1.71% | — | HELD |
| 20 | MAZE | MAZE THERAPEUTICS INC | $28.69 | 3.61% | 87.11% | 127.96% | $81.9M | 1.67% | — | HELD |
| 21 | TYRA | TYRA BIOSCIENCES INC | $31.06 | 1.40% | 197.78% | 37.92% | $78.7M | 1.61% | — | HELD |
| 22 | VRDN | VIRIDIAN THERAPEUTICS INC | $19.70 | 2.28% | 12.06% | 45.81% | $61.6M | 1.26% | — | HELD |
| 23 | SRRK | SCHOLAR ROCK HLDG CORP | $48.93 | -1.11% | 35.78% | 24.89% | $60.3M | 1.23% | — | HELD |
| 24 | MIRM | MIRUM PHARMACEUTICALS INC | $114.20 | -0.14% | 115.74% | 590.65% | $57.7M | 1.18% | — | HELD |
| 25 | EYPT | EYEPOINT INC | $12.41 | 1.80% | 23.17% | 9.32% | $40.5M | 0.83% | — | HELD |
| 26 | LXEO | LEXEO THERAPEUTICS INC | $4.47 | -5.10% | -4.77% | -67.29% | $35.5M | 0.73% | — | HELD |
| 27 | MANE | VERADERMICS INC | $111.42 | -3.83% | 189.86% | 76.63% | $33.2M | 0.68% | — | HELD |
| 28 | VOR | VOR BIOPHARMA INC | $19.44 | 2.42% | -52.38% | -93.19% | $31.2M | 0.64% | — | HELD |
| 29 | URGN | UROGEN PHARMA LTD | $41.46 | -2.45% | 110.72% | 132.01% | $30.6M | 0.63% | — | HELD |
| 30 | GPCR | STRUCTURE THERAPEUTICS INC | $48.69 | -4.15% | 172.26% | 101.30% | $26.3M | 0.54% | — | HELD |
| 31 | IVA | INVENTIVA SA | $4.60 | 2.00% | — | — | $22.2M | 0.45% | — | HELD |
| 32 | ORIC | ORIC PHARMACEUTICALS INC | $12.02 | 10.38% | — | — | $21.6M | 0.44% | — | HELD |
| 33 | ASMB | ASSEMBLY BIOSCIENCES INC | $25.91 | 2.74% | — | — | $18.5M | 0.38% | — | HELD |
| 34 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $8.75 | 0.34% | — | — | $7.8M | 0.16% | — | HELD |
| 35 | KLRS | KALARIS THERAPEUTICS INC | $3.58 | -8.67% | — | — | $4.0M | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0001855655-26-000011. 13F discloses long positions only — shorts, foreign equities, and options are excluded.