☆Paradigm Biocapital Advisors LP
Quality Q
0.570
AUM ($M)
5,341
Positions
28
Turnover
0.36
Top-10 wt
75%
Herfindahl
0.095
History (qtrs)
6
Excess Return
—
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Holdings · 42 positions · portfolio value $5,341M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆RVMD funds › | REVOLUTION MEDICINES INC | TRIM | — | 22.3% | +9.1% | 1,191.3 | 6,361,323 | -294,380 | 5 | — |
| ☆NUVL funds › | NUVALENT INC | ADD | — | 13.7% | +2.6% | 731.7 | 5,924,433 | +600,000 | 5 | — |
| ☆EWTX funds › | EDGEWISE THERAPEUTICS INC | ADD | — | 7.8% | +3.0% | 415.1 | 10,215,455 | +2,850,417 | 5 | — |
| ☆GMAB funds › | GENMAB A/S | ADD | — | 6.8% | +2.4% | 360.8 | 13,133,131 | +5,165,295 | 4 | — |
| ☆SYRE funds › | SPYRE THERAPEUTICS INC | ADD | — | 6.4% | +4.4% | 341.0 | 3,840,778 | +1,883,512 | 5 | — |
| ☆APGE funds › | APOGEE THERAPEUTICS INC | ADD | — | 3.9% | +1.6% | 209.2 | 1,576,385 | +228,142 | 5 | — |
| ☆ORKA funds › | ORUKA THERAPEUTICS INC | TRIM | — | 3.8% | +1.5% | 204.1 | 2,144,526 | -175,790 | 3 | — |
| ☆TNGX funds › | TANGO THERAPEUTICS INC | ADD | — | 3.7% | +2.0% | 198.7 | 6,357,523 | +2,347,844 | 2 | — |
| ☆BLTE funds › | BELITE BIO INC | ADD | — | 3.6% | -0.1% | 189.8 | 1,232,877 | +118,093 | 2 | — |
| ☆ERAS funds › | ERASCA INC | TRIM | — | 3.3% | -0.2% | 175.0 | 9,550,000 | -842,702 | 5 | — |
| ☆TARS funds › | TARSUS PHARMACEUTICALS INC | ADD | — | 3.3% | -0.4% | 174.7 | 2,775,649 | +213,495 | 5 | — |
| ☆ALNY funds › | ALNYLAM PHARMACEUTICALS INC | NEW | — | 2.7% | +2.7% | 144.5 | 480,000 | +480,000 | 1 | — |
| ☆INSM funds › | INSMED INC | ADD | — | 2.6% | -1.5% | 141.4 | 1,325,977 | +71,489 | 2 | — |
| ☆MBX funds › | MBX BIOSCIENCES INC | NEW | — | 2.6% | +2.6% | 138.4 | 2,508,015 | +2,508,015 | 1 | — |
| ☆PCVX funds › | VAXCYTE INC | TRIM | — | 2.3% | -3.4% | 123.7 | 2,127,852 | -2,665,168 | 5 | — |
| ☆VRDN funds › | VIRIDIAN THERAPEUTICS INC | ADD | — | 2.3% | +1.1% | 123.5 | 6,723,788 | +3,574,895 | 5 | — |
| ☆OLMA funds › | OLEMA PHARMACEUTICALS INC | ADD | — | 2.0% | -0.4% | 108.5 | 8,670,576 | +650,000 | 5 | — |
| ☆JBIO funds › | JADE BIOSCIENCES INC | NEW | — | 1.2% | +1.2% | 63.5 | 2,857,405 | +2,857,405 | 1 | — |
| ☆TYRA funds › | TYRA BIOSCIENCES INC | TRIM | — | 1.1% | -0.5% | 58.4 | 1,828,607 | -226,384 | 2 | — |
| ☆ASMB funds › | ASSEMBLY BIOSCIENCES INC | ADD | — | 0.8% | +0.4% | 42.7 | 1,553,748 | +888,497 | 3 | — |
| ☆EYPT funds › | EYEPOINT INC | TRIM | — | 0.8% | -0.1% | 41.3 | 2,890,397 | -252,040 | 4 | — |
| ☆ACHV funds › | ACHIEVE LIFE SCIENCE INC | NEW | — | 0.6% | +0.6% | 32.3 | 4,951,856 | +4,951,856 | 1 | — |
| ☆VOR funds › | VOR BIOPHARMA INC | HOLD | — | 0.6% | -0.0% | 32.2 | 1,750,000 | +0 | 3 | — |
| ☆MPLT funds › | MAPLIGHT THERAPEUTICS INC | NEW | — | 0.5% | +0.5% | 24.6 | 685,852 | +685,852 | 1 | — |
| ☆KARD funds › | KARDIGAN INC | NEW | — | 0.4% | +0.4% | 21.5 | 900,000 | +900,000 | 1 | — |
| ☆LXEO funds › | LEXEO THERAPEUTICS INC | TRIM | — | 0.4% | -0.4% | 19.4 | 4,175,382 | -2,008,752 | 3 | — |
| ☆EDIT funds › | EDITAS MEDICINE INC | NEW | — | 0.3% | +0.3% | 18.1 | 5,586,625 | +5,586,625 | 1 | — |
| ☆IVA funds › | INVENTIVA SA | HOLD | — | 0.3% | -0.2% | 15.1 | 4,000,000 | +0 | 3 | — |
| ☆KLRS funds › | KALARIS THERAPEUTICS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -700,000 | 0 | — |
| ☆BBOT funds › | BRIDGEBIO ONCOLOGY THERAPEUT | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -868,213 | 0 | — |
| ☆URGN funds › | UROGEN PHARMA LTD | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -1,703,949 | 0 | — |
| ☆SRRK funds › | SCHOLAR ROCK HLDG CORP | EXIT | — | 0.0% | -1.2% | 0.0 | 0 | -1,226,080 | 0 | — |
| ☆MAZE funds › | MAZE THERAPEUTICS INC | EXIT | — | 0.0% | -1.7% | 0.0 | 0 | -2,744,399 | 0 | — |
| ☆CUSIP:152309100 funds › | CENTESSA PHARMACEUTICALS PLC | EXIT | — | 0.0% | -2.9% | 0.0 | 0 | -3,574,048 | 0 | — |
| ☆MANE funds › | VERADERMICS INC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -525,000 | 0 | — |
| ☆ORIC funds › | ORIC PHARMACEUTICALS INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -1,701,217 | 0 | — |
| ☆CYTK funds › | CYTOKINETICS INC | EXIT | — | 0.0% | -2.0% | 0.0 | 0 | -1,480,857 | 0 | — |
| ☆GPCR funds › | STRUCTURE THERAPEUTICS INC | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -545,287 | 0 | — |
| ☆CUSIP:03940C100 funds › | ARCELLX INC | EXIT | — | 0.0% | -13.5% | 0.0 | 0 | -5,774,016 | 0 | — |
| ☆MIRM funds › | MIRUM PHARMACEUTICALS INC | EXIT | — | 0.0% | -1.2% | 0.0 | 0 | -625,000 | 0 | — |
| ☆CUSIP:880881107 funds › | TERNS PHARMACEUTICALS INC | EXIT | — | 0.0% | -2.4% | 0.0 | 0 | -2,216,499 | 0 | — |
| ☆ABVX funds › | ABIVAX SA | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -772,473 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 5,341 | 28 | 0.36 | 75% | 0.095 | 0.567 | — | in |
| 2026Q1 | 4,894 | 35 | 0.30 | 68% | 0.067 | 0.635 | — | in |
| 2025Q4 | 3,735 | 29 | 0.29 | 74% | 0.073 | 0.621 | — | in |
| 2025Q3 | 3,380 | 33 | 0.23 | 68% | 0.067 | 0.676 | — | in |
| 2025Q2 | 2,342 | 28 | 0.17 | 72% | 0.079 | 0.790 | — | entered |
| 2025Q1 | 2,172 | 27 | 0.00 | 76% | 0.083 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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