PB
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Paradigm Biocapital Advisors LP13F | |
| Paradigm Biocapital Advisors LP | |
| Last update 2025-05-15 | 28 Stocks (5 new) |
| Value $2.18 Bil | Turnover 14 % |
Paradigm Biocapital Advisors L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUVL | Nuvalent Inc | 5,269,433 | 373,708.2 | -1.75% | 17.120 | -0.26% | 7.340 | +22.12% | +9.16% | 6,136.1 | Biotechnology | |
ACLX | Arcellx Inc | 4,492,032 | 294,677.3 | +2.75% | 13.500 | +0.36% | 8.150 | +16.49% | -7.81% | 3,896.0 | Biotechnology | |
RVMD | Revolution Medicines Inc | 6,178,111 | 218,458.0 | -5.72% | 10.010 | -0.57% | 3.320 | +6.08% | -12.21% | 7,152.7 | Biotechnology | |
ONC | BeiGene Ltd | 666,024 | 181,271.8 | +8.12% | 8.300 | +0.62% | 0.620 | +22.36% | +51.13% | 32,011.8 | Biotechnology | |
MRUS | Merus NV | 3,369,699 | 141,830.6 | +99.40% | 6.500 | +3.24% | 4.870 | +34.82% | +34.38% | 4,208.3 | Biotechnology | |
TARS | Tarsus Pharmaceuticals Inc | 2,610,197 | 134,085.8 | +3.09% | 6.140 | +0.18% | 6.210 | -15.87% | -24.96% | 1,745.7 | Biotechnology | |
EWTX | Edgewise Therapeutics Inc | 4,394,556 | 96,680.2 | -2.21% | 4.430 | -0.09% | 4.180 | +4.68% | -48.91% | 1,434.9 | Biotechnology | |
JANX | Janux Therapeutics Inc | 3,329,909 | 89,907.5 | -5.29% | 4.120 | -0.35% | 5.630 | -5.89% | -49.57% | 1,597.7 | Biotechnology | |
CRNX | Crinetics Pharmaceuticals Inc | 1,946,168 | 65,274.5 | +1.85% | 2.990 | +0.05% | 2.080 | +7.84% | -37.61% | 2,988.4 | Biotechnology | |
PCVX | Vaxcyte Inc | 1,696,481 | 64,059.1 | +19.24% | 2.930 | +0.47% | 1.320 | +25.58% | -55.33% | 4,717.7 | Biotechnology |
Paradigm Biocapital Advisors LP's Historical Top Holdings Breakdowns
Paradigm Biocapital Advisors LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ARGX | argenx SE | 2025-03-31 | Reduce Reduce | -9.02% | 571 ($631.12) 671.75 | $577.92 | -8.43% | Reduce -87.6% | 59,679 | -421,626 | |
MRUS | Merus NV | 2025-03-31 | Add Add | +3.24% | 39.01 ($43.61) 49.16 | $56.51 | 29.57% | Add 99.4% | 3,369,699 | 1,679,777 | |
MLTX | MoonLake Immunotherapeutics | 2025-03-31 | Reduce Reduce | -2.16% | 36.75 ($43.09) 53.57 | $52.52 | 21.88% | Reduce -64.6% | 627,423 | -1,144,788 | |
VERA | Vera Therapeutics Inc | 2025-03-31 | Sold Out Sold Out | -2.11% | 24.02 ($32.13) 43.22 | $23.56 | -26.67% | Sold Out | 0 | -1,437,339 | |
CYTK | Cytokinetics Inc | 2025-03-31 | New Buy New Buy | +1.58% | 40.19 ($45.96) 51.12 | $38.68 | -15.84% | New holding | 858,664 | 858,664 | |
INSM | Insmed Inc | 2025-03-31 | New Buy New Buy | +1.58% | 65.25 ($76.49) 83.83 | $104.59 | 36.74% | New holding | 451,359 | 451,359 | |
MTSR | Metsera Inc | 2025-03-31 | New Buy New Buy | +1.49% | 24.26 ($28.34) 32.08 | $43.73 | 54.30% | New holding | 1,191,462 | 1,191,462 | |
PLRX | Pliant Therapeutics Inc | 2025-03-31 | Sold Out Sold Out | -1.46% | 1.35 ($6.07) 13.53 | $1.34 | -77.92% | Sold Out | 0 | -3,197,050 | |
COGT | Cogent Biosciences Inc | 2025-03-31 | Add Add | +1.11% | 5.99 ($7.84) 9.66 | $11.86 | 51.28% | Add 82.28% | 8,963,655 | 4,046,243 | |
ARQT | Arcutis Biotherapeutics Inc | 2025-03-31 | New Buy New Buy | +1.05% | 11.4 ($14.09) 17.29 | $15.43 | 9.51% | New holding | 1,465,334 | 1,465,334 |
Paradigm Biocapital Advisors LP Total Holding History ($B)
Paradigm Biocapital Advisors LP's Asset Allocation
Paradigm Biocapital Advisors LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Paradigm Biocapital Advisors LP's Hypothetical Growth since 2025-03-31
Paradigm Biocapital Advisors LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Paradigm Biocapital Advisors LP's Holdings Heat Map
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Paradigm Biocapital Advisors LP's Holdings Bubble Chart
Paradigm Biocapital Advisors LP News
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