Paradigm Biocapital Advisors LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 27Value: $2.2BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCUL",
  "MRUS",
  "NUVL",
  "EWTX",
  "INSM",
  "ARQT",
  "RVMD",
  "ARGX",
  "OLMA",
  "IMTX",
  "LENZ",
  "JANX",
  "SYRE",
  "APGE",
  "TARS",
  null,
  "MLTX",
  "ACLX",
  "COGT",
  "ERAS",
  "VRDN",
  "YMAB",
  "PCVX",
  null,
  "CRNX",
  "CYTK",
  "IRON"
]

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: paradigm-biocapital-advisors-lp
Manager Name: Paradigm-Biocapital-Advisors-Lp

Data Enrichment

93% identified

25 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

27 positions • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Nuvalent, Inc.

NUVL|670703107

Shares:5.3M

Value:$373.7M

% of Portfolio:17.2% ($373.7M/$2.2B)

Arcellx, Inc.

ACLX|03940C100

Shares:4.5M

Value:$294.7M

% of Portfolio:13.6% ($294.7M/$2.2B)

Revolution Medicines, Inc.

RVMD|76155X100

Shares:6.2M

Value:$218.5M

% of Portfolio:10.1% ($218.5M/$2.2B)

07725L102

Shares:666.0K

Value:$181.3M

% of Portfolio:8.3% ($181.3M/$2.2B)

Merus N.V.

MRUS|N5749R100

Shares:3.4M

Value:$141.8M

% of Portfolio:6.5% ($141.8M/$2.2B)

Tarsus Pharmaceuticals, Inc.

TARS|87650L103

Shares:2.6M

Value:$134.1M

% of Portfolio:6.2% ($134.1M/$2.2B)

Edgewise Therapeutics, Inc.

EWTX|28036F105

Shares:4.4M

Value:$96.7M

% of Portfolio:4.5% ($96.7M/$2.2B)

Janux Therapeutics, Inc.

JANX|47103J105

Shares:3.3M

Value:$89.9M

% of Portfolio:4.1% ($89.9M/$2.2B)

Crinetics Pharmaceuticals, Inc.

CRNX|22663K107

Shares:1.9M

Value:$65.3M

% of Portfolio:3.0% ($65.3M/$2.2B)

Vaxcyte, Inc.

PCVX|92243G108

Shares:1.7M

Value:$64.1M

% of Portfolio:2.9% ($64.1M/$2.2B)

Disc Medicine, Inc.

IRON|254604101

Shares:1.2M

Value:$60.1M

% of Portfolio:2.8% ($60.1M/$2.2B)

Cogent Biosciences, Inc.

COGT|19240Q201

Shares:9.0M

Value:$53.7M

% of Portfolio:2.5% ($53.7M/$2.2B)

LENZ Therapeutics, Inc.

LENZ|52635N103

Shares:1.5M

Value:$38.9M

% of Portfolio:1.8% ($38.9M/$2.2B)

Apogee Therapeutics, Inc.

APGE|03770N101

Shares:961.7K

Value:$35.9M

% of Portfolio:1.7% ($35.9M/$2.2B)

ARGENX SE

ARGX|04016X101

Shares:59.7K

Value:$35.3M

% of Portfolio:1.6% ($35.3M/$2.2B)

CYTOKINETICS INC

CYTK|23282W605

Shares:858.7K

Value:$34.5M

% of Portfolio:1.6% ($34.5M/$2.2B)

INSMED Inc

INSM|457669307

Shares:451.4K

Value:$34.4M

% of Portfolio:1.6% ($34.4M/$2.2B)

Spyre Therapeutics, Inc.

SYRE|00773J202

Shares:2.1M

Value:$34.3M

% of Portfolio:1.6% ($34.3M/$2.2B)

59267L107

Shares:1.2M

Value:$32.4M

% of Portfolio:1.5% ($32.4M/$2.2B)

Viridian Therapeutics, Inc.\DE

VRDN|92790C104

Shares:2.1M

Value:$28.2M

% of Portfolio:1.3% ($28.2M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nuvalent, Inc.(NUVLcusip670703107)	5.3M	QoQ -1.75% (-93.9K) YoY +26.12% (+1.1M)	All Managers (Combined)	$373.7M	17.2% ($373.7M/$2.2B)	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	13.6% ($294.7M/$2.2B)	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	10.1% ($218.5M/$2.2B)	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	8.3% ($181.3M/$2.2B)	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	6.5% ($141.8M/$2.2B)	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	6.2% ($134.1M/$2.2B)	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	4.5% ($96.7M/$2.2B)	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	4.1% ($89.9M/$2.2B)	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	3.0% ($65.3M/$2.2B)	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	2.9% ($64.1M/$2.2B)	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	2.8% ($60.1M/$2.2B)	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	2.5% ($53.7M/$2.2B)	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	1.8% ($38.9M/$2.2B)	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	1.7% ($35.9M/$2.2B)	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	1.6% ($35.3M/$2.2B)	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	1.6% ($34.5M/$2.2B)	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	1.6% ($34.4M/$2.2B)	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	1.6% ($34.3M/$2.2B)	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	1.5% ($32.4M/$2.2B)	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	1.3% ($28.2M/$2.2B)	QoQ -19.05% (-$6.6M) YoY -67.94% (-$59.9M)