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Paradigm Biocapital Advisors Lp Top Holdings and 13F Report (2025)

About Paradigm Biocapital Advisors Lp

Investment Activity

  • Paradigm Biocapital Advisors Lp has $2.87 billion in total holdings as of December 31, 2024.
  • Paradigm Biocapital Advisors Lp owns shares of 28 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 17.54% of the portfolio was purchased this quarter.
  • About 13.45% of the portfolio was sold this quarter.
  • This quarter, Paradigm Biocapital Advisors Lp has purchased 31 new stocks and bought additional shares in 19 stocks.
  • Paradigm Biocapital Advisors Lp sold shares of 4 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Nuvalent
$419,845,308
Arcellx
$335,258,081
argenx
$296,002,575
Janux Therapeutics
$188,245,890

Largest New Holdings this Quarter

TECTONIC THERAPEUTIC INC
$22,397,298 Holding
LENZ THERAPEUTICS INC
$22,243,036 Holding
Scholar Rock
$17,288,000 Holding
Agios Pharmaceuticals
$9,083,786 Holding

Largest Purchases this Quarter

BeiGene
415,688 shares (about $76.78M)
Janux Therapeutics
1,115,412 shares (about $59.72M)
Revolution Medicines
1,239,022 shares (about $54.19M)
MoonLake Immunotherapeutics
840,731 shares (about $45.53M)
Edgewise Therapeutics
1,704,757 shares (about $45.52M)

Largest Sales this Quarter

Arcellx
428,399 shares (about $32.85M)
Merus
764,995 shares (about $32.17M)
Crinetics Pharmaceuticals
605,925 shares (about $30.98M)
Viridian Therapeutics
1,075,610 shares (about $20.62M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofParadigm Biocapital Advisors Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$419,845,308$28,445,308 7.3%5,363,37914.6%Medical
Arcellx, Inc. stock logo
ACLX
Arcellx
$335,258,081$32,853,919 -8.9%4,371,60111.7%Medical
argenx SE stock logo
ARGX
argenx
$296,002,575$572,565 0.2%481,30510.3%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$286,633,075$54,194,822 23.3%6,553,11110.0%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$188,245,890$59,719,158 46.5%3,515,9866.5%Medical
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$140,191,082$5,063,642 3.7%2,531,8964.9%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$119,987,904$45,517,012 61.1%4,493,9294.2%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$116,469,344$42,424,354 57.3%1,422,7874.1%Medical
BeiGene, Ltd. stock logo
BGNE
BeiGene
$113,785,793$76,781,730 207.5%616,0244.0%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$97,697,210$30,980,945 -24.1%1,910,7613.4%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$95,965,226$45,525,584 90.3%1,772,2113.3%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$94,955,4480.0%1,497,7203.3%Medical
Merus stock logo
MRUS
Merus
$71,061,220$32,168,040 -31.2%1,689,9222.5%Medical
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$60,785,066$14,399,237 31.0%1,437,3392.1%Medical
APOGEE THERAPEUTICS INC
$58,154,600$26,362,290 82.9%1,283,7662.0%COM
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$42,587,975$10,501,987 32.7%7,304,9701.5%Medical
Pliant Therapeutics, Inc. stock logo
PLRX
Pliant Therapeutics
$42,105,149$1,219,068 3.0%3,197,0501.5%Medical
Immatics stock logo
IMTX
Immatics
$38,496,448$10,732,879 38.7%5,414,4091.3%Medical
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$38,355,814$2,399,670 6.7%4,917,4121.3%Medical
SPYRE THERAPEUTICS INC
$35,553,332$6,044,047 20.5%1,527,2051.2%COM NEW
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$34,890,914$20,619,443 -37.1%1,820,0791.2%Medical
Y-mAbs Therapeutics, Inc. stock logo
YMAB
Y-mAbs Therapeutics
$33,170,589$1,174,500 3.7%4,236,3461.2%Medical
Erasca, Inc. stock logo
ERAS
Erasca
$26,988,409$211,375 0.8%10,752,3540.9%Medical
TECTONIC THERAPEUTIC INC
$22,397,298$22,397,298 New Holding485,1050.8%COM
LENZ THERAPEUTICS INC
$22,243,036$22,243,036 New Holding770,4550.8%COM
Scholar Rock Holding Co. stock logo
SRRK
Scholar Rock
$17,288,000$17,288,000 New Holding400,0000.6%Medical
ORUKA THERAPEUTICS INC
$15,893,207$1,939,000 13.9%819,6600.6%COM
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$9,083,786$9,083,786 New Holding276,4390.3%Medical
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$0$84,634,012 -100.0%00.0%Medical
Arvinas, Inc. stock logo
ARVN
Arvinas
$0$57,633,239 -100.0%00.0%Medical
Immunovant, Inc. stock logo
IMVT
Immunovant
$0$38,854,198 -100.0%00.0%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$0$38,853,758 -100.0%00.0%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$0$30,488,899 -100.0%00.0%Medical
PERSPECTIVE THERAPEUTICS INC
$0$12,277,888 -100.0%00.0%COM NEW
COMPASS Pathways plc stock logo
CMPS
COMPASS Pathways
$0$7,308,000 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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