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Paradigm Biocapital Advisors LP
hedge fundUpdated 27 days agoManaged by Paradigm Biocapital Advisors Lp • Latest filing Q2 2026
Portfolio value
$5.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
61.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1.1B |
| Q2 2023 | $1.3B |
| Q3 2023 | $1.5B |
| Q4 2023 | $2.1B |
| Q1 2024 | $2.8B |
| Q2 2024 | $2.6B |
| Q3 2024 | $3B |
| Q4 2024 | $2.9B |
| Q1 2025 | $2.2B |
| Q2 2025 | $2.3B |
| Q3 2025 | $3.5B |
| Q4 2025 | $3.9B |
| Q1 2026 | $4.9B |
| Q2 2026 | $5.3B |
Top holdings
28 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RVMDW REVOLUTION MEDICINES INC | $1.2B | 6.36M | 22.31% | — |
| 2 | ? N/A NUVALENT INC | $731.7M | 5.92M | 13.70% | — |
| 3 | E EWTX EDGEWISE THERAPEUTICS INC | $415.1M | 10.22M | 7.77% | — |
| 4 | G GNMSF GENMAB A/S | $360.8M | 13.13M | 6.76% | — |
| 5 | S SYRE SPYRE THERAPEUTICS INC | $341M | 3.84M | 6.38% | — |
| 6 | A APGE APOGEE THERAPEUTICS INC | $209.2M | 1.58M | 3.92% | — |
| 7 | O ORKA ORUKA THERAPEUTICS INC | $204.1M | 2.14M | 3.82% | — |
| 8 | T TNGX TANGO THERAPEUTICS INC | $198.7M | 6.36M | 3.72% | — |
| 9 | B BLTE BELITE BIO INC | $189.8M | 1.23M | 3.55% | — |
| 10 | E EQR ERASCA INC | $175M | 9.55M | 3.28% | — |
| 11 | T TARS TARSUS PHARMACEUTICALS INC | $174.7M | 2.78M | 3.27% | — |
| 12 | A ALNY ALNYLAM PHARMACEUTICALS INC | $144.5M | 480.0K | 2.71% | — |
| 13 | I INSM INSMED INC | $141.4M | 1.33M | 2.65% | — |
| 14 | M MBX MBX BIOSCIENCES INC | $138.4M | 2.51M | 2.59% | — |
| 15 | P PCVX VAXCYTE INC | $123.7M | 2.13M | 2.32% | — |
| 16 | V VRDN VIRIDIAN THERAPEUTICS INC | $123.5M | 6.72M | 2.31% | — |
| 17 | O OLMA OLEMA PHARMACEUTICALS INC | $108.5M | 8.67M | 2.03% | — |
| 18 | J JBIO JADE BIOSCIENCES INC | $63.5M | 2.86M | 1.19% | — |
| 19 | T TYRA TYRA BIOSCIENCES INC | $58.4M | 1.83M | 1.09% | — |
| 20 | A ASH ASSEMBLY BIOSCIENCES INC | $42.7M | 1.55M | 0.80% | — |