PB

Paradigm Biocapital Advisors LP

13F
Paradigm Biocapital Advisors LP
Last update 2025-05-15 28 Stocks (5 new)
Value $2.18 Bil Turnover 14 %
Countries:
Top Holdings: NUVL(17.12%)ACLX(13.50%)RVMD(10.01%)ONC(8.30%)MRUS(6.50%)
Summary Stock Picks Current Portfolio
Paradigm Biocapital Advisors L... Top Holdings of 2025-03-31 View Full List
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
+10.07%
-0.13%
5,614.0
Biotechnology
ACLX 		Arcellx Inc
4,492,032
294,677.3
+2.75%
13.500
+0.36%
8.150
+4.01%
-15.06%
3,589.7
Biotechnology
RVMD 		Revolution Medicines Inc
6,178,111
218,458.0
-5.72%
10.010
-0.57%
3.320
+5.84%
-7.22%
7,558.7
Biotechnology
ONC 		BeiGene Ltd
666,024
181,271.8
+8.12%
8.300
+0.62%
0.620
+2.52%
+36.28%
28,647.7
Biotechnology
MRUS 		Merus NV
3,369,699
141,830.6
+99.40%
6.500
+3.24%
4.870
+37.28%
+48.44%
4,320.3
Biotechnology
TARS 		Tarsus Pharmaceuticals Inc
2,610,197
134,085.8
+3.09%
6.140
+0.18%
6.210
+2.79%
-20.70%
1,844.8
Biotechnology
EWTX 		Edgewise Therapeutics Inc
4,394,556
96,680.2
-2.21%
4.430
-0.09%
4.180
-41.87%
-44.42%
1,561.2
Biotechnology
JANX 		Janux Therapeutics Inc
3,329,909
89,907.5
-5.29%
4.120
-0.35%
5.630
-20.11%
-52.50%
1,504.8
Biotechnology
CRNX 		Crinetics Pharmaceuticals Inc
1,946,168
65,274.5
+1.85%
2.990
+0.05%
2.080
-5.98%
-37.22%
3,007.1
Biotechnology
PCVX 		Vaxcyte Inc
1,696,481
64,059.1
+19.24%
2.930
+0.47%
1.320
-51.94%
-57.67%
4,470.0
Biotechnology

Paradigm Biocapital Advisors LP's Historical Top Holdings Breakdowns

Paradigm Biocapital Advisors LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ARGX 		argenx SE2025-03-31Reduce
-9.02%
●
571 ($631.12) 671.75
$576.61
-8.64%
Reduce -87.6%
59,679
-421,626
MRUS 		Merus NV2025-03-31Add
+3.24%
●
39.01 ($43.61) 49.16
$62.42
43.13%
Add 99.4%
3,369,699
1,679,777
MLTX 		MoonLake Immunotherapeutics2025-03-31Reduce
-2.16%
●
36.75 ($43.09) 53.57
$48.55
12.67%
Reduce -64.6%
627,423
-1,144,788
VERA 		Vera Therapeutics Inc2025-03-31Sold Out
-2.11%
●
24.02 ($32.13) 43.22
$30.91
-3.80%
Sold Out
0
-1,437,339
CYTK 		Cytokinetics Inc2025-03-31New Buy
+1.58%
●
40.19 ($45.96) 51.12
$32.00
-30.37%
New holding
858,664
858,664
INSM 		Insmed Inc2025-03-31New Buy
+1.58%
●
65.25 ($76.49) 83.83
$73.08
-4.46%
New holding
451,359
451,359
MTSR 		Metsera Inc2025-03-31New Buy
+1.49%
●
24.26 ($28.34) 32.08
$29.35
3.56%
New holding
1,191,462
1,191,462
PLRX 		Pliant Therapeutics Inc2025-03-31Sold Out
-1.46%
●
1.35 ($6.07) 13.53
$1.60
-73.64%
Sold Out
0
-3,197,050
COGT 		Cogent Biosciences Inc2025-03-31Add
+1.11%
●
5.99 ($7.84) 9.66
$5.79
-26.15%
Add 82.28%
8,963,655
4,046,243
ARQT 		Arcutis Biotherapeutics Inc2025-03-31New Buy
+1.05%
●
11.4 ($14.09) 17.29
$13.27
-5.82%
New holding
1,465,334
1,465,334

Paradigm Biocapital Advisors LP Total Holding History ($B)

To

Paradigm Biocapital Advisors LP's Asset Allocation

To

Paradigm Biocapital Advisors LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Paradigm Biocapital Advisors LP's Holdings Bubble Chart

Paradigm Biocapital Advisors LP News

  • 1

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