Paradigm Biocapital Advisors LP

Investment Portfolio & 13F Holdings Analysis

About

Paradigm Biocapital Advisors LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 27 holdings worth $2.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 27
Total Value: 2172397711
Accession Number: 0001855655-25-000007
Form Type: 13F-HR
CIK: 0001855655
Manager Name: Paradigm Biocapital Advisors LP

Data Enrichment

93% identified

25 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

27 positions • $2,172,397.711K total value

27 positions

Manager:

SEC FilingSEC DataHachi Filing

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Nuvalent, Inc.

NUVL|670703107

5269433(-1.8%)

Value:

$373.7B(-11.0%)

Arcellx, Inc.

ACLX|03940C100

4492032(+2.8%)

Value:

$294.7B(-12.1%)

Revolution Medicines, Inc.

RVMD|76155X100

6178111(-5.7%)

Value:

$218.5B(-23.8%)

07725L102

666024(+8.1%)

Value:

$181.3B(+59.3%)

Merus N.V.

MRUS|N5749R100

3369699(+99.4%)

Value:

$141.8B(+99.6%)

Tarsus Pharmaceuticals, Inc.

TARS|87650L103

2610197(+3.1%)

Value:

$134.1B(-4.3%)

Edgewise Therapeutics, Inc.

EWTX|28036F105

4394556(-2.2%)

Value:

$96.7B(-19.4%)

Janux Therapeutics, Inc.

JANX|47103J105

3329909(-5.3%)

Value:

$89.9B(-52.2%)

Crinetics Pharmaceuticals, Inc.

CRNX|22663K107

1946168(+1.9%)

Value:

$65.3B(-33.2%)

Vaxcyte, Inc.

PCVX|92243G108

1696481(+19.2%)

Value:

$64.1B(-45.0%)

Disc Medicine, Inc.

IRON|254604101

1210971(-19.1%)

Value:

$60.1B(-36.7%)

Cogent Biosciences, Inc.

COGT|19240Q201

8963655(+82.3%)

Value:

$53.7B(+40.0%)

LENZ Therapeutics, Inc.

LENZ|52635N103

1511932(+96.2%)

Value:

$38.9B(+74.8%)

Apogee Therapeutics, Inc.

APGE|03770N101

961707(-25.1%)

Value:

$35.9B(-38.2%)

ARGENX SE

ARGX|04016X101

59679(-87.6%)

Value:

$35.3B(-88.1%)

CYTOKINETICS INC

CYTK|23282W605

858664

Value:

$34.5B

INSMED Inc

INSM|457669307

451359

Value:

$34.4B

Spyre Therapeutics, Inc.

SYRE|00773J202

2127205(+39.3%)

Value:

$34.3B(-3.5%)

59267L107

1191462

Value:

$32.4B

Viridian Therapeutics, Inc.\DE

VRDN|92790C104

2095079(+15.1%)

Value:

$28.2B(-19.1%)

Instrument	Shares		Other Manager	Value
Nuvalent, Inc.(NUVLcusip670703107)	5.3M	QoQ -1.75% (-93.9K) YoY +26.12% (+1.1M)	All Managers (Combined)	$373.7M	QoQ -10.98% (-$46.1M) YoY +19.12% (+$60.0M)
Arcellx, Inc.(ACLXcusip03940C100)	4.5M	QoQ +2.75% (-120.4K) YoY +17.65% (+673.9K)	All Managers (Combined)	$294.7M	QoQ -12.10% (-$40.6M) YoY +10.96% (+$29.1M)
Revolution Medicines, Inc.(RVMDcusip76155X100)	6.2M	QoQ -5.72% (-375.0K) YoY +111.94% (+3.3M)	All Managers (Combined)	$218.5M	QoQ -23.78% (-$68.2M) YoY +132.52% (+$124.5M)
(cusip07725L102)✕	666.0K	QoQ +8.11% (+50.0K) YoY NEW(+666.0K)	All Managers (Combined)	$181.3M	QoQ +59.30% (+$67.5M) YoY NEW(+$181.3M)
Merus N.V.(MRUScusipN5749R100)	3.4M	QoQ +99.39% (+1.7M) YoY NEW(+3.4M)	All Managers (Combined)	$141.8M	QoQ +99.58% (+$70.8M) YoY NEW(+$141.8M)
Tarsus Pharmaceuticals, Inc.(TARScusip87650L103)	2.6M	QoQ +3.09% (-78.3K) YoY -8.84% (-253.2K)	All Managers (Combined)	$134.1M	QoQ -4.35% (-$6.1M) YoY +28.82% (-$30.0M)
Edgewise Therapeutics, Inc.(EWTXcusip28036F105)	4.4M	QoQ -2.21% (-99.4K) YoY +79.63% (+1.9M)	All Managers (Combined)	$96.7M	QoQ -19.42% (-$23.3M) YoY +116.66% (+$52.1M)
Janux Therapeutics, Inc.(JANXcusip47103J105)	3.3M	QoQ -5.29% (-186.1K) YoY NEW(+3.3M)	All Managers (Combined)	$89.9M	QoQ -52.23% (-$98.3M) YoY NEW(+$89.9M)
Crinetics Pharmaceuticals, Inc.(CRNXcusip22663K107)	1.9M	QoQ +1.85% (-35.4K) YoY -37.71% (-1.2M)	All Managers (Combined)	$65.3M	QoQ -33.18% (-$32.4M) YoY -55.37% (-$81.0M)
Vaxcyte, Inc.(PCVXcusip92243G108)	1.7M	QoQ +19.23% (-273.7K) YoY +36.81% (-456.5K)	All Managers (Combined)	$64.1M	QoQ -44.99% (-$52.4M) YoY -24.37% (-$20.6M)
Disc Medicine, Inc.(IRONcusip254604101)	1.2M	QoQ -19.14% (-286.7K) YoY -49.32% (-1.2M)	All Managers (Combined)	$60.1M	QoQ -36.69% (-$34.8M) YoY -59.60% (-$88.7M)
Cogent Biosciences, Inc.(COGTcusip19240Q201)	9.0M	QoQ +82.28% (+4.0M) YoY NEW(+9.0M)	All Managers (Combined)	$53.7M	QoQ +39.98% (+$15.3M) YoY NEW(+$53.7M)
Lenz Therapeutics, Inc.(LENZcusip52635N103)	1.5M	QoQ +96.23% (+741.5K) YoY NEW(+1.5M)	All Managers (Combined)	$38.9M	QoQ +74.75% (+$16.6M) YoY NEW(+$38.9M)
Apogee Therapeutics, Inc.(APGEcusip03770N101)	961.7K	QoQ -25.08% (-322.1K) YoY +191.42% (+631.7K)	All Managers (Combined)	$35.9M	QoQ -38.21% (-$22.2M) YoY +63.84% (+$14.0M)
Argenx Se(ARGXcusip04016X101)	59.7K	QoQ -87.60% (-421.6K) YoY -89.19% (-492.4K)	All Managers (Combined)	$35.3M	QoQ -88.06% (-$260.7M) YoY -83.75% (-$182.1M)
Cytokinetics Inc(CYTKcusip23282W605)	858.7K	QoQ NEW(+858.7K) YoY NEW(+858.7K)	All Managers (Combined)	$34.5M	QoQ NEW(+$34.5M) YoY NEW(+$34.5M)
Insmed Inc(INSMcusip457669307)	451.4K	QoQ NEW(+451.4K) YoY NEW(+451.4K)	All Managers (Combined)	$34.4M	QoQ NEW(+$34.4M) YoY NEW(+$34.4M)
Spyre Therapeutics, Inc.(SYREcusip00773J202)	2.1M	QoQ +39.28% (-600.0K) YoY NEW(+2.1M)	All Managers (Combined)	$34.3M	QoQ -3.46% (-$1.2M) YoY NEW(+$34.3M)
(cusip59267L107)✕	1.2M	QoQ NEW(+1.2M) YoY NEW(+1.2M)	All Managers (Combined)	$32.4M	QoQ NEW(+$32.4M) YoY NEW(+$32.4M)
Viridian Therapeutics, Inc.\De(VRDNcusip92790C104)	2.1M	QoQ +15.10% (-275.0K) YoY -58.36% (-2.9M)	All Managers (Combined)	$28.2M	QoQ -19.05% (-$6.6M) YoY -67.94% (-$59.9M)