13F HOLDINGS REPORT
Paradigm Biocapital Advisors LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001855655-25-000007
Total Value
$2.18B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NUVALENT INC | NUVL | 5,269,433 | $373.7M | 17.12% |
| 2 | ARCELLX INC | ACLX | 4,492,032 | $294.7M | 13.50% |
| 3 | REVOLUTION MEDICINES INC | RVMDW | 6,178,111 | $218.5M | 10.01% |
| 4 | BEIGENE LTD | BEIGF | 666,024 | $181.3M | 8.30% |
| 5 | MERUS N V | N5749R100 | 3,369,699 | $141.8M | 6.50% |
| 6 | TARSUS PHARMACEUTICALS INC | TARS | 2,610,197 | $134.1M | 6.14% |
| 7 | EDGEWISE THERAPEUTICS INC | EWTX | 4,394,556 | $96.7M | 4.43% |
| 8 | JANUX THERAPEUTICS INC | JANX | 3,329,909 | $89.9M | 4.12% |
| 9 | CRINETICS PHARMACEUTICALS IN | CRNX | 1,946,168 | $65.3M | 2.99% |
| 10 | VAXCYTE INC | PCVX | 1,696,481 | $64.1M | 2.93% |
| 11 | DISC MEDICINE INC | IRON | 1,210,971 | $60.1M | 2.75% |
| 12 | COGENT BIOSCIENCES INC | COGT | 8,963,655 | $53.7M | 2.46% |
| 13 | LENZ THERAPEUTICS INC | LENZ | 1,511,932 | $38.9M | 1.78% |
| 14 | APOGEE THERAPEUTICS INC | APGE | 961,707 | $35.9M | 1.65% |
| 15 | ARGENX SE | ARGX | 59,679 | $35.3M | 1.62% |
| 16 | CYTOKINETICS INC | CYTK | 858,664 | $34.5M | 1.58% |
| 17 | INSMED INC | INSM | 451,359 | $34.4M | 1.58% |
| 18 | SPYRE THERAPEUTICS INC | SYRE | 2,127,205 | $34.3M | 1.57% |
| 19 | METSERA INC | 59267L107 | 1,191,462 | $32.4M | 1.49% |
| 20 | VIRIDIAN THERAPEUTICS INC | VRDN | 2,095,079 | $28.2M | 1.29% |
| 21 | OLEMA PHARMACEUTICALS INC | OLMA | 6,741,172 | $25.3M | 1.16% |
| 22 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 627,423 | $24.5M | 1.12% |
| 23 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 1,465,334 | $22.9M | 1.05% |
| 24 | Y-MABS THERAPEUTICS INC | 984241109 | 4,236,346 | $18.8M | 0.86% |
| 25 | ERASCA INC | ERAS | 10,802,354 | $14.8M | 0.68% |
| 26 | EDGEWISE THERAPEUTICS INC | EWTX | 500,000 | $11.0M | 0.50% |
| 27 | OCULAR THERAPEUTIX INC | OCUL | 1,314,018 | $9.6M | 0.44% |
| 28 | IMMATICS N.V | IMTX | 1,907,108 | $8.6M | 0.39% |